Coppell Advisory Solutions LLC Incresed Positions in Q1 2025

Coppell Advisory Solutions LLC

  • $721 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRNY
Ea Ser Tr Burney Us Factor Rot
910K
+ 896.31%
N/A
1.01M $40.5B
LAD
Lithia Motors Inc

Consumer Cyclical
2.03M
+ 0.0%
$285.59 - $385.71 $579M - $782M
2.03M $20.1B
SRLN
Ssga Active Trust

ETFs
335K
+ 748.88%
$41.02 - $41.99 $13.7M - $14.1M
380K $15.5B
DGRO
Ishares Core Dividend Growth E

ETFs
277K
+ 8816.05%
$60.46 - $64.42 $16.7M - $17.8M
280K $12.9B
BND
Vanguard Bd Index Fd Inc Total

ETFs
139K
+ 259.11%
$71.17 - $73.66 $9.86M - $10.2M
192K $14.1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17.2K
+ 297.12%
$442.66 - $534.52 $7.59M - $9.17M
22.9K $12.3B
V
Visa Inc.

Financial Services
24.9K
+ 846.08%
$306.92 - $362.71 $7.64M - $9.03M
27.8K $9.51B
MVIS
Microvision, Inc.

Technology
19.2K
+ 137421.44%
N/A
19.3K $7.59B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
14.1K
+ 646.54%
$192.82 - $222.1 $2.72M - $3.13M
16.3K $7.74B
KLAC
Kla Corp

Technology
47K
+ 21959.81%
$636.62 - $777.63 $29.9M - $36.5M
47.2K $7.36B
FMF
First Trust Managed Futures St

ETFs
102K
+ 275.5%
$45.87 - $48.39 $4.69M - $4.95M
139K $6.34B
FTLS
First Tr Long/Short Equity ETF

ETFs
73K
+ 435.01%
$63.42 - $68.17 $4.63M - $4.98M
89.8K $5.68B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
79.5K
+ 34126.18%
$59.28 - $66.1 $4.71M - $5.26M
79.7K $4.54B
NAD
Nuveen Quality Municipal Income Fund

Financial Services
35.2K
+ 11438.31%
$11.4 - $11.96 $402K - $421K
35.5K $3.87B
FAAR
First Trust Vii Alternative Ab

ETFs
142K
+ 324.52%
$27.81 - $28.97 $3.94M - $4.1M
185K $4.96B
COST
Costco Wholesale Corp

Consumer Defensive
3.02K
+ 87.78%
$890.62 - $1076.86 $2.69M - $3.25M
6.45K $6.4B
EEM
Ishares Msci Emerging Markets

ETFs
29.4K
+ 7781.75%
$40.81 - $45.34 $1.2M - $1.33M
29.8K $2.95B
PFF
Ishares Trust Ishares Pfd And

ETFs
22.9K
+ 609.28%
$30.73 - $32.26 $704K - $739K
26.7K $2.95B
AMGN
Amgen Inc

Healthcare
9.07K
+ 153.18%
$258.59 - $327.36 $2.35M - $2.97M
15K $4.33B
TMUS
T Mobile Us, Inc.

Communication Services
11.2K
+ 1429.89%
$211.3 - $272.83 $2.37M - $3.05M
12K $2.89B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
46.3K
+ 48.32%
$64.88 - $72.1 $3M - $3.34M
142K $9.26B
QCOM
Qualcomm Inc

Technology
17.5K
+ 1124.5%
$151.94 - $175.86 $2.66M - $3.08M
19.1K $2.8B
CSCO
Cisco Systems, Inc.

Technology
43.1K
+ 1054.57%
$58.74 - $64.87 $2.53M - $2.79M
47.1K $2.7B
GOOG
Alphabet Inc.

Communication Services
15.3K
+ 381.07%
$156.06 - $207.71 $2.39M - $3.18M
19.3K $3.13B
SSO
Proshares Ultra S&P 500

ETFs
29.1K
+ 485.34%
$80.57 - $100.21 $2.35M - $2.92M
35.1K $2.79B
IGV
Ishares Expanded Tech Software

ETFs
39K
+ 3316.43%
$88.3 - $107.83 $3.44M - $4.2M
40.1K $2.29B
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
77.3K
+ 250.46%
$28.04 - $28.63 $2.17M - $2.21M
108K $3.03B
MS
Morgan Stanley

Financial Services
4.01K
+ 440.22%
$111.68 - $141.08 $447K - $565K
4.92K $2.2B
NUE
Nucor Corp

Basic Materials
31.1K
+ 6275.76%
$114.48 - $142.52 $3.56M - $4.43M
31.6K $2.06B
LADR
Ladder Capital Corp

Real Estate
5.19K
+ 138.6%
$10.81 - $11.87 $56.1K - $61.6K
8.93K $1.98B
MCK
Mckesson Corp

Healthcare
6.41K
+ 1943.64%
$566.21 - $672.99 $3.63M - $4.32M
6.74K $2.12B
TRGP
Targa Resources Corp.

Energy
10.7K
+ 1137.94%
$178.44 - $217.22 $1.91M - $2.33M
11.6K $2.07B
LCID
Lucid Group, Inc.

Consumer Cyclical
7.92K
+ 1493.4%
$2.03 - $3.48 $16.1K - $27.5K
8.45K $1.89B
IAU
Ishares Gold Trust

ETFs
20.1K
+ 757.9%
$49.74 - $58.96 $1M - $1.19M
22.8K $2.01B
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
19.9K
+ 1245.24%
$93.57 - $120.35 $1.86M - $2.39M
21.5K $1.99B
LYTS
Lsi Industries Inc

Technology
5.61K
+ 80200.0%
$17.0 - $24.72 $95.4K - $139K
5.62K $1.79B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
3.36K
+ 693.39%
$402.49 - $513.76 $1.35M - $1.72M
3.84K $1.93B
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
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
FDL
First Tr Morningstar Dividend

ETFs
35K
+ 222.28%
$39.69 - $43.83 $1.39M - $1.54M
50.8K $2.09B
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
12.8K
+ 547.48%
$65.49 - $74.67 $839K - $957K
15.2K $1.52B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
19.6K
+ 4764.23%
$65.27 - $71.18 $1.28M - $1.39M
20K $1.32B
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
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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