Coppell Advisory Solutions LLC New Holdings in Q2 2025

Coppell Advisory Solutions LLC

  • $562 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
34K
New
$354.56 - $497.45 $12.1M - $16.9M
34K $16.9B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
332K
New
$45.12 - $46.23 $15M - $15.3M
332K $15.3B
NFLX
Netflix Inc

Communication Services
8.23K
New
$855.86 - $1339.13 $7.04M - $11M
8.23K $10.9B
JPM
Jpmorgan Chase & CO

Financial Services
36.2K
New
$210.28 - $289.91 $7.62M - $10.5M
36.2K $10.4B
NVDA
Nvidia Corp

Technology
50.3K
New
$94.31 - $157.99 $4.74M - $7.94M
50.3K $7.93B
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
12.8K
New
$25.48 - $31.98 $327K - $411K
12.8K $7.04B
IVV
Ishares Core S&P 500 ETF

ETFs
8.02K
New
$498.8 - $620.9 $4M - $4.98M
8.02K $4.95B
CBOE
Cboe Global Markets, Inc.

Financial Services
21.4K
New
$205.81 - $234.23 $4.41M - $5.02M
21.4K $4.91B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
80.5K
New
$49.48 - $61.22 $3.98M - $4.93M
80.5K $4.9B
METV
Listed Fds Tr Roundhill Ball M

ETFs
6.55K
New
$11.59 - $17.03 $76K - $112K
6.55K $4.81B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
32.9K
New
$100.35 - $100.71 $3.3M - $3.31M
32.9K $3.31B
ORCL
Oracle Corp

Technology
14.2K
New
$122.82 - $218.63 $1.75M - $3.11M
14.2K $2.99B
PANW
Palo Alto Networks Inc

Technology
14.3K
New
$152.44 - $204.64 $2.18M - $2.93M
14.3K $2.87B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
43.1K
New
$51.16 - $62.02 $2.21M - $2.67M
43.1K $2.67B
LPLA
Lpl Financial Holdings Inc.

Financial Services
7.1K
New
$283.31 - $388.96 $2.01M - $2.76M
7.1K $2.59B
IEF
Ishares Barclays

ETFs
25K
New
$93.15 - $96.56 $2.32M - $2.41M
25K $2.38B
UCTT
Ultra Clean Holdings, Inc.

Technology
94K
New
$17.84 - $22.81 $1.68M - $2.14M
94K $2.14B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
18.9K
New
$82.32 - $112.47 $1.56M - $2.13M
18.9K $2.12B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
18.7K
New
$90.56 - $109.49 $1.69M - $2.05M
18.7K $2.05B
YUM
Yum Brands Inc

Consumer Cyclical
13.7K
New
$138.36 - $161.45 $1.89M - $2.2M
13.7K $2.03B
ENTG
Entegris Inc

Technology
24.6K
New
$62.92 - $86.2 $1.55M - $2.12M
24.6K $2.03B
CRUS
Cirrus Logic, Inc.

Technology
19.1K
New
$77.43 - $107.58 $1.48M - $2.06M
19.1K $2.02B
LHX
L3 Harris Technologies, Inc.

Industrials
7.97K
New
$200.21 - $256.99 $1.6M - $2.05M
7.97K $1.97B
NVO
Novo Nordisk A S

Healthcare
28.7K
New
$58.08 - $81.05 $1.66M - $2.32M
28.7K $1.96B
COF
Capital One Financial Corp

Financial Services
9.27K
New
$150.57 - $212.76 $1.4M - $1.97M
9.27K $1.96B
IXUS
Ishares Tr

ETFs
25.3K
New
$62.37 - $77.63 $1.58M - $1.96M
25.3K $1.95B
FORM
Formfactor Inc

Technology
55.8K
New
$23.18 - $35.26 $1.29M - $1.97M
55.8K $1.95B
JNJ
Johnson & Johnson

Healthcare
12.8K
New
$146.36 - $159.82 $1.87M - $2.04M
12.8K $1.95B
EXPD
Expeditors International Of Washington Inc

Industrials
16.9K
New
$102.84 - $122.24 $1.74M - $2.07M
16.9K $1.94B
ONTO
Onto Innovation Inc.

Technology
19.5K
New
$88.5 - $133.37 $1.73M - $2.6M
19.5K $1.93B
BMY
Bristol Myers Squibb CO

Healthcare
41K
New
$44.12 - $59.6 $1.81M - $2.44M
41K $1.9B
MCD
Mcdonalds Corp

Consumer Cyclical
6.26K
New
$285.55 - $321.23 $1.79M - $2.01M
6.26K $1.82B
OHI
Omega Healthcare Investors Inc

Real Estate
44.2K
New
$35.55 - $39.05 $1.57M - $1.73M
44.2K $1.62B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
30.3K
New
$45.11 - $52.34 $1.37M - $1.59M
30.3K $1.58B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
15.1K
New
$100.04 - $100.54 $1.51M - $1.52M
15.1K $1.52B
IWY
Ishares Tr Russell 200 Growth

ETFs
6.09K
New
$187.5 - $246.51 $1.14M - $1.5M
6.09K $1.49B
JEPI
J P Morgan Exchange Traded Fd

ETFs
23.8K
New
$51.14 - $57.0 $1.21M - $1.35M
23.8K $1.35B
IRM
Iron Mountain Inc

Real Estate
13.1K
New
$76.93 - $105.25 $1M - $1.37M
13.1K $1.34B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
24.2K
New
$45.88 - $54.4 $1.11M - $1.31M
24.2K $1.31B
PEP
Pepsico Inc

Consumer Defensive
9.86K
New
$128.02 - $151.37 $1.26M - $1.49M
9.86K $1.29B
MSI
Motorola Solutions, Inc.

Technology
3.07K
New
$394.72 - $440.39 $1.21M - $1.35M
3.07K $1.28B
UHS
Universal Health Services Inc

Healthcare
7.2K
New
$157.05 - $197.94 $1.13M - $1.43M
7.2K $1.28B
FNV
Franco Nevada Corp

Basic Materials
7.71K
New
$143.04 - $178.17 $1.1M - $1.37M
7.71K $1.24B
IDCC
Inter Digital, Inc.

Communication Services
5.28K
New
$183.37 - $234.7 $968K - $1.24M
5.28K $1.22B
CNC
Centene Corp

Healthcare
20.8K
New
$53.4 - $64.29 $1.11M - $1.34M
20.8K $1.12B
PNC
Pnc Financial Services Group, Inc.

Financial Services
6.04K
New
$149.76 - $186.42 $904K - $1.13M
6.04K $1.12B
Pacer Fds Tr
31.9K
New
N/A
31.9K $1.11B
PULS
Pgim ETF Tr

ETFs
22.3K
New
$49.39 - $49.76 $1.1M - $1.11M
22.3K $1.11B
MCHP
Microchip Technology Inc

Technology
15.1K
New
$35.34 - $71.6 $535K - $1.08M
15.1K $1.07B
Activity Summary
Buys All Purchases 203 New Holdings 103 Increased Positions 100 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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