Coppell Advisory Solutions LLC Purchases in Q1 2025

Coppell Advisory Solutions LLC

  • $721 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
First Tr Exchange Traded Fd
82.3K
New
N/A
82.3K $1.73B
IYK
Ishares U.S. Consumer Staples

ETFs
16.8K
+ 7666.67%
$63.29 - $71.8 $1.06M - $1.21M
17K $1.72B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
31.1K
+ 77747.5%
$54.25 - $57.64 $1.69M - $1.79M
31.1K $1.68B
PLMR
Palomar Holdings, Inc.

Financial Services
8.57K
+ 3912.33%
$101.51 - $137.08 $870K - $1.17M
8.79K $1.64B
FTCS
First Trust Capital Strength E

ETFs
18.4K
New
$86.39 - $91.35 $1.59M - $1.68M
18.4K $1.61B
MARB
First Tr Exchange Traded Fd Ii

ETFs
74.5K
+ 1148.49%
$19.75 - $20.03 $1.47M - $1.49M
81K $1.62B
IEFA
Ishares Tr

ETFs
20.5K
+ 996.89%
$69.57 - $78.65 $1.43M - $1.61M
22.6K $1.62B
FDN
First Tr Fd Dow Jones

ETFs
6.32K
New
$221.38 - $266.86 $1.4M - $1.69M
6.32K $1.46B
FDL
First Tr Morningstar Dividend

ETFs
35K
+ 222.28%
$39.69 - $43.83 $1.39M - $1.54M
50.8K $2.09B
Vanguard Malvern Fds
18.4K
New
N/A
18.4K $1.42B
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
36.8K
New
$36.19 - $37.18 $1.33M - $1.37M
36.8K $1.35B
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
6.1K
New
$47.59 - $50.79 $290K - $310K
6.1K $1.31B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
19.6K
+ 4764.23%
$65.27 - $71.18 $1.28M - $1.39M
20K $1.32B
FTGC
First Trust Global Tactical CO

ETFs
51.5K
New
$23.95 - $25.86 $1.23M - $1.33M
51.5K $1.26B
Linde PLC
2.75K
+ 7644.44%
N/A
2.79K $1.26B
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
25.9K
+ 5429.77%
$78.26 - $95.21 $2.03M - $2.47M
26.4K $1.25B
PFGC
Performance Food Group CO

Consumer Defensive
8.95K
+ 10786.75%
$74.86 - $90.93 $670K - $814K
9.04K $1.21B
PPG
Ppg Industries Inc

Basic Materials
7.42K
+ 185475.0%
$107.44 - $124.29 $797K - $922K
7.42K $1.19B
SCHX
Schwab Strategic Tr Us Large C

ETFs
53.6K
+ 255.81%
$21.75 - $24.28 $1.17M - $1.3M
74.6K $1.63B
PSMT
Pricesmart Inc

Consumer Defensive
11.2K
New
$82.4 - $94.86 $926K - $1.07M
11.2K $1.14B
CORT
Corcept Therapeutics Inc

Healthcare
14.6K
+ 536.4%
$49.85 - $114.22 $727K - $1.67M
17.3K $1.27B
SSNC
Ss&C Technologies Holdings Inc

Technology
15K
+ 984.01%
$74.75 - $89.13 $1.12M - $1.34M
16.5K $1.24B
META
Meta Platforms, Inc.

Communication Services
2.03K
+ 215.82%
$576.36 - $736.67 $1.17M - $1.5M
2.98K $1.52B
UNH
Unitedhealth Group Inc

Healthcare
3.08K
+ 166.36%
$461.52 - $548.18 $1.42M - $1.69M
4.93K $2.02B
Tidal Tr Ii
61.4K
New
N/A
61.4K $1.05B
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
18.2K
New
$58.09 - $67.05 $1.05M - $1.22M
18.2K $1.03B
UGI
Ugi Corp

Utilities
31.1K
+ 1033.36%
$28.0 - $34.16 $871K - $1.06M
34.1K $1.12B
First Tr Exchange Traded Fd
49.8K
New
N/A
49.8K $1.03B
OMCL
Omnicell, Inc

Healthcare
27K
+ 5343.28%
$32.31 - $45.32 $874K - $1.23M
27.5K $1.05B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
17.9K
+ 16543.52%
$50.72 - $50.92 $906K - $910K
18K $994M
RTX
Raytheon Technologies Corp

Industrials
7.85K
New
$114.1 - $135.66 $895K - $1.06M
7.85K $987M
PTGX
Protagonist Therapeutics, Inc

Healthcare
20.8K
New
$35.09 - $59.76 $729K - $1.24M
20.8K $947M
CALM
Cal Maine Foods Inc

Consumer Defensive
9.58K
New
$80.87 - $115.8 $775K - $1.11M
9.58K $928M
XTWO
Bondbloxx ETF Tr 2 Yr Target D
18.6K
New
N/A
18.6K $922M
PG
Procter & Gamble CO

Consumer Defensive
6.34K
+ 28.26%
$158.56 - $176.26 $1M - $1.12M
28.8K $4.67B
RDVY
First Trust Rising Dividend Ac

ETFs
16.6K
+ 67.54%
$57.22 - $63.39 $952K - $1.06M
41.3K $2.36B
G
Genpact LTD

Technology
18.3K
+ 3056.52%
$42.88 - $55.54 $784K - $1.02M
18.9K $923M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.61K
+ 69.47%
$81.83 - $82.73 $623K - $630K
18.6K $1.78B
EWA
Ishares Msci Australia ETF

ETFs
12.6K
+ 540.4%
$23.02 - $25.66 $291K - $324K
15K $938M
MU
Micron Technology Inc

Technology
19.9K
+ 2523.48%
$86.89 - $109.38 $1.73M - $2.18M
20.7K $949M
DFS
Discover Financial Services

Financial Services
4.72K
+ 972.58%
$152.99 - $203.25 $722K - $959K
5.2K $964M
IWR
Ishares Russell Mid Cap ETF

ETFs
7.14K
+ 2163.64%
$82.81 - $92.93 $591K - $664K
7.47K $906M
VEU
Vanguard Ftse All World Ex Us

ETFs
12.6K
+ 69.74%
$56.51 - $62.98 $710K - $791K
30.6K $1.91B
ADSK
Autodesk, Inc.

Technology
3.22K
+ 1161.73%
N/A
3.5K $954M
ACGL
Arch Capital Group Ltd.

Financial Services
9.04K
+ 871.84%
$88.13 - $96.94 $797K - $876K
10.1K $931M
IAUX
I 80 Gold Corp.
12.6K
+ 198.21%
$0.53 - $0.83 $6.68K - $10.5K
19K $941M
FBT
First Trust Nyse Arca Biotechn

ETFs
4.84K
New
$164.86 - $182.19 $798K - $882K
4.84K $777M
SCHW
Schwab Charles Corp

Financial Services
9.25K
+ 432.4%
$71.24 - $83.64 $659K - $774K
11.4K $925M
QLV
Flexshares Us Quality Low Vola

ETFs
11.7K
New
$64.42 - $67.54 $751K - $787K
11.7K $753M
Activity Summary
Buys All Purchases 199 New Holdings 47 Increased Positions 152 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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