Coppell Advisory Solutions LLC Reduced Holdings in Q4 2024

Coppell Advisory Solutions LLC

  • $716 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-119K
- 94.98%
$165.41 - $192.43 $19.7M - $22.9M
6.29K $1.05B
UNH
Unitedhealth Group Inc

Healthcare
-33.3K
- 94.73%
$485.52 - $625.25 $16.2M - $20.8M
1.85K $944M
TSLA
Tesla, Inc.

Consumer Cyclical
-64.3K
- 56.02%
$213.65 - $479.86 $13.7M - $30.8M
50.5K $21.1B
TMUS
T Mobile Us, Inc.

Communication Services
-29.4K
- 97.41%
$206.1 - $246.94 $6.06M - $7.26M
783 $173M
CSCO
Cisco Systems, Inc.

Technology
-106K
- 96.28%
$52.45 - $60.02 $5.55M - $6.35M
4.08K $242M
ADBE
Adobe Inc.

Technology
-9.73K
- 96.03%
$437.39 - $552.96 $4.26M - $5.38M
402 $180M
WMT
Walmart Inc.

Consumer Defensive
-64.8K
- 23.47%
$79.1 - $95.7 $5.13M - $6.21M
211K $19.2B
FXH
First Tr Exchange Trd Fd Healt

ETFs
-20K
- 71.23%
$103.53 - $112.72 $2.07M - $2.25M
8.06K $844M
MGA
Magna International Inc

Consumer Cyclical
-43.1K
- 96.14%
$39.47 - $46.46 $1.7M - $2M
1.73K $72.3M
DAN
Dana Inc

Consumer Cyclical
-169K
- 93.13%
$7.67 - $13.0 $1.29M - $2.19M
12.5K $143M
FVD
First Tr Value Line Divid Inde

ETFs
-33.3K
- 18.14%
$43.4 - $46.7 $1.45M - $1.56M
150K $6.58B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-21.4K
- 90.41%
$69.58 - $74.87 $1.49M - $1.6M
2.27K $159M
CGDV
Capital Group Divid Value ETF

ETFs
-33.2K
- 89.41%
$35.16 - $37.12 $1.17M - $1.23M
3.93K $139M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-25.5K
- 98.69%
$46.94 - $51.62 $1.2M - $1.32M
340 $17.1M
KO
Coca Cola CO

Consumer Defensive
-11.7K
- 59.8%
$61.74 - $71.71 $723K - $840K
7.88K $489M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.58K
- 21.68%
$288.47 - $316.54 $744K - $816K
9.32K $2.7B
JNJ
Johnson & Johnson

Healthcare
-3.98K
- 26.33%
$143.34 - $165.86 $571K - $660K
11.1K $1.6B
IWP
Ishares Russell Mid Cap Growth

ETFs
-7.99K
- 46.46%
$116.4 - $138.52 $930K - $1.11M
9.21K $1.17B
FXO
First Tr Exchange Traded Fd Fi

ETFs
-15.8K
- 80.52%
$50.63 - $59.0 $801K - $934K
3.83K $207M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-7.86K
- 48.97%
$94.77 - $97.36 $745K - $765K
8.19K $782M
HYG
Ishares Tr

ETFs
-8.79K
- 83.41%
$78.09 - $80.04 $686K - $703K
1.75K $137M
EMB
Ishares Tr

ETFs
-7.4K
- 70.97%
$88.94 - $93.46 $658K - $691K
3.03K $270M
UPS
United Parcel Service Inc

Industrials
-3.89K
- 19.31%
$122.65 - $138.35 $477K - $538K
16.3K $2.04B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.4K
- 14.51%
$570.51 - $610.59 $800K - $856K
8.26K $4.88B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-6.67K
- 1.3%
$59.74 - $60.03 $398K - $400K
507K $30.3B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-795
- 3.38%
$18.41 - $40.87 $14.6K - $32.5K
22.7K $420M
CVX
Chevron Corp

Energy
-3.23K
- 17.1%
$141.15 - $162.53 $456K - $526K
15.7K $2.24B
MGC
Vanguard Mega Cap ETF

ETFs
-2.46K
- 86.12%
$204.21 - $220.18 $502K - $541K
396 $84.6M
FXU
First Tr Exchange Traded Fd Ut

ETFs
-8.18K
- 25.92%
$37.15 - $41.12 $304K - $337K
23.4K $887M
FXR
First Trust Industrials/Produc

ETFs
-3.68K
- 12.84%
$74.81 - $83.27 $275K - $307K
25K $1.87B
FXG
First Tr Exchange Traded First

ETFs
-2.99K
- 17.27%
$63.7 - $70.06 $191K - $210K
14.3K $913M
EWI
Ishares Inc Msci Italy ETF

ETFs
-6.27K
- 99.1%
$35.52 - $39.19 $223K - $246K
57 $2.05M
EWL
Ishares Inc Msci Switzerlnd

ETFs
-4.24K
- 89.08%
$45.73 - $51.84 $194K - $220K
520 $24M
XOM
Exxon Mobil Corp

Energy
-864
- 6.03%
$105.51 - $125.37 $91.2K - $108K
13.5K $1.43B
VTV
Vanguard Value ETF

ETFs
-995
- 11.09%
$168.32 - $181.87 $167K - $181K
7.97K $1.35B
SHV
Ishares Tr

ETFs
-1.77K
- 6.76%
$109.92 - $110.57 $194K - $195K
24.4K $2.68B
HD
Home Depot, Inc.

Consumer Cyclical
-285
- 2.97%
$385.02 - $431.37 $110K - $123K
9.3K $3.62B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-7.47K
- 6.46%
$25.35 - $25.53 $189K - $191K
108K $2.75B
LLY
Eli Lilly & CO

Healthcare
-194
- 65.54%
$727.2 - $932.06 $141K - $181K
102 $78.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-609
- 26.43%
$370.24 - $418.94 $225K - $255K
1.7K $687M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.71K
- 6.49%
$100.22 - $100.73 $172K - $173K
24.7K $2.49B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-6.27K
- 22.86%
$22.39 - $23.45 $140K - $147K
21.2K $475M
AMD
Advanced Micro Devices Inc

Technology
-219
- 6.66%
$118.88 - $172.8 $26K - $37.8K
3.07K $376M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.62K
- 14.84%
$38.37 - $42.82 $100K - $112K
15K $578M
IGE
Ishares Tr North Amern Nat Res

ETFs
-3.34K
- 41.82%
$41.52 - $48.01 $139K - $160K
4.65K $197M
VLO
Valero Energy Corp

Energy
-605
- 12.05%
$118.59 - $144.02 $71.7K - $87.1K
4.42K $528M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-5.45K
- 67.72%
$26.55 - $27.32 $145K - $149K
2.6K $69.4M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-2.81K
- 10.18%
$50.35 - $50.69 $141K - $142K
24.8K $1.25B
VUSB
Vanguard Bd Index Fds
-3K
- 98.2%
N/A
55 $2.73M
Activity Summary
Buys All Purchases 772 New Holdings 237 Increased Positions 535 Sells All Sells 408 Reductions 408 Sold out 0 Options Calls 0 Puts 0
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