Coppell Advisory Solutions LLC Reduced Holdings in Q2 2025

Coppell Advisory Solutions LLC

  • $562 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-201K
- 62.54%
$42.72 - $44.24 $8.57M - $8.87M
120K $5.25B
V
Visa Inc.

Financial Services
-23.2K
- 83.29%
$308.27 - $373.31 $7.15M - $8.66M
4.65K $1.62B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-15.1K
- 92.73%
$171.4 - $227.1 $2.59M - $3.43M
1.18K $267M
KLAC
Kla Corp

Technology
-46.9K
- 99.28%
$576.53 - $902.94 $27M - $42.3M
340 $303M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5.18K
- 22.59%
$483.48 - $539.8 $2.5M - $2.8M
17.7K $8.62B
AMGN
Amgen Inc

Healthcare
-10.1K
- 67.28%
$262.28 - $309.85 $2.65M - $3.13M
4.91K $1.36B
COST
Costco Wholesale Corp

Consumer Defensive
-2.97K
- 45.99%
$908.13 - $1056.85 $2.7M - $3.14M
3.49K $3.43B
SSO
Proshares Ultra S&P 500

ETFs
-32.5K
- 92.4%
$64.8 - $97.72 $2.1M - $3.17M
2.67K $258M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-26.9K
- 41.6%
$91.43 - $91.74 $2.46M - $2.47M
37.8K $3.46B
QCOM
Qualcomm Inc

Technology
-15.9K
- 83.44%
$124.66 - $159.48 $1.99M - $2.54M
3.16K $501M
CSCO
Cisco Systems, Inc.

Technology
-38K
- 80.51%
$53.19 - $69.38 $2.02M - $2.63M
9.19K $631M
GOOG
Alphabet Inc.

Communication Services
-10.6K
- 54.65%
$146.58 - $180.01 $1.55M - $1.9M
8.77K $1.56B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-15.6K
- 84.24%
$82.21 - $83.12 $1.29M - $1.3M
2.93K $242M
FEX
First Tr Large Cap Core Alphde

ETFs
-16.4K
- 50.8%
$90.17 - $109.96 $1.48M - $1.8M
15.9K $1.73B
UNH
Unitedhealth Group Inc

Healthcare
-3.25K
- 65.82%
$274.35 - $599.47 $891K - $1.95M
1.69K $521M
IEFA
Ishares Tr

ETFs
-19.4K
- 86.09%
$67.83 - $84.09 $1.32M - $1.63M
3.14K $261M
VEU
Vanguard Ftse All World Ex Us

ETFs
-18K
- 58.76%
$54.19 - $67.22 $974K - $1.21M
12.6K $846M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-5.24K
- 47.99%
$149.56 - $212.83 $783K - $1.11M
5.67K $1.2B
FTCS
First Trust Capital Strength E

ETFs
-8.56K
- 46.63%
$81.6 - $92.39 $698K - $791K
9.79K $885M
WMT
Walmart Inc.

Consumer Defensive
-7.25K
- 27.28%
$81.79 - $99.98 $593K - $725K
19.3K $1.88B
Tidal Tr Ii
-50.2K
- 36.88%
N/A
85.9K $1.17B
SJNK
Spdr Bloomberg Short Term High

ETFs
-25K
- 35.06%
$24.12 - $25.48 $603K - $637K
46.3K $1.18B
CVX
Chevron Corp

Energy
-4.5K
- 35.59%
$133.73 - $168.51 $602K - $758K
8.14K $1.17B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-6.17K
- 78.91%
$101.93 - $128.63 $629K - $794K
1.65K $212M
Linde PLC
-1.24K
- 44.62%
N/A
1.54K $716M
TDIV
First Trust Nasdaq Technology

ETFs
-13.2K
- 32.62%
$64.41 - $90.17 $851K - $1.19M
27.3K $2.43B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-8.16K
- 40.81%
$59.24 - $71.39 $483K - $582K
11.8K $838M
FVD
First Tr Value Line Divid Inde

ETFs
-11.5K
- 13.36%
$40.62 - $45.12 $469K - $521K
74.8K $3.32B
FEM
First Trust Emerging Markets A

ETFs
-22.5K
- 36.28%
$19.94 - $24.69 $449K - $557K
39.6K $962M
FDN
First Tr Fd Dow Jones

ETFs
-2.49K
- 39.38%
$200.29 - $269.33 $498K - $670K
3.83K $1.03B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-23.5K
- 31.57%
$19.6 - $24.44 $461K - $575K
51K $1.24B
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
-14.9K
- 44.01%
$25.92 - $33.03 $387K - $493K
19K $624M
DD
Du Pont De Nemours, Inc.

Basic Materials
-5.92K
- 20.74%
$55.13 - $75.25 $326K - $445K
22.6K $1.56B
AZN
Astrazeneca PLC

Healthcare
-3.7K
- 15.36%
$64.87 - $75.0 $240K - $278K
20.4K $1.43B
ACN
Accenture PLC

Technology
-921
- 16.55%
$279.23 - $323.21 $257K - $298K
4.64K $1.37B
FBT
First Trust Nyse Arca Biotechn

ETFs
-1.8K
- 37.14%
$145.67 - $165.99 $262K - $298K
3.04K $491M
Tidal Tr Ii
-19.4K
- 31.58%
N/A
42K $762M
COP
Conocophillips

Energy
-2.75K
- 14.91%
$82.66 - $106.1 $227K - $291K
15.7K $1.41B
FDT
First Trust Developed Markets

ETFs
-9.27K
- 18.41%
$52.2 - $68.76 $484K - $637K
41.1K $2.8B
EQIX
Equinix Inc

Real Estate
-226
- 21.4%
$740.07 - $914.43 $167K - $207K
830 $652M
ZHDG
Tidal ETF Tr Zega Buy & Hedge

ETFs
-19.9K
- 18.92%
$18.55 - $21.31 $369K - $424K
85.4K $1.81B
GILD
Gilead Sciences, Inc.

Healthcare
-3.18K
- 13.63%
$96.91 - $113.0 $308K - $359K
20.1K $2.23B
CMCSA
Comcast Corp

Communication Services
-6.45K
- 12.28%
$32.84 - $36.72 $212K - $237K
46.1K $1.63B
PM
Philip Morris International Inc.

Consumer Defensive
-17.1K
- 91.24%
$149.23 - $184.95 $2.55M - $3.16M
1.64K $297M
HON
Honeywell International Inc

Industrials
-1.43K
- 13.91%
$182.86 - $232.88 $261K - $332K
8.82K $2.02B
WFC
Wells Fargo & Company

Financial Services
-5.6K
- 15.71%
$60.98 - $80.12 $342K - $449K
30.1K $2.39B
ABT
Abbott Laboratories

Healthcare
-1.44K
- 9.27%
$123.95 - $138.08 $178K - $198K
14.1K $1.89B
FTNT
Fortinet, Inc.

Technology
-1.2K
- 35.96%
$84.71 - $108.69 $102K - $131K
2.14K $221M
DEO
Diageo PLC

Consumer Defensive
-619
- 12.08%
$99.86 - $115.75 $61.8K - $71.6K
4.5K $452M
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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