Coppell Advisory Solutions LLC Reduced Holdings in Q1 2025

Coppell Advisory Solutions LLC

  • $721 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
-8.06K
- 17.01%
$39.61 - $47.74 $319K - $385K
39.3K $1.57B
USB
Us Bancorp \De\

Financial Services
-4.49K
- 10.66%
$40.92 - $50.9 $184K - $228K
37.6K $1.52B
SPYG
Spdr Portfolio

ETFs
-3.51K
- 11.09%
$80.05 - $92.39 $281K - $324K
28.1K $2.31B
DD
Du Pont De Nemours, Inc.

Basic Materials
-2.63K
- 8.45%
$72.7 - $84.32 $191K - $222K
28.5K $1.88B
CVX
Chevron Corp

Energy
-3.03K
- 19.35%
$146.71 - $167.97 $445K - $510K
12.6K $1.76B
COP
Conocophillips

Energy
-3.95K
- 17.65%
$88.6 - $105.85 $350K - $418K
18.4K $1.69B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-6.01K
- 35.64%
$67.03 - $74.61 $403K - $448K
10.9K $730M
ZHDG
Tidal ETF Tr Zega Buy & Hedge

ETFs
-17.6K
- 14.34%
$19.21 - $20.97 $339K - $370K
105K $2.05B
AZN
Astrazeneca PLC

Healthcare
-9.11K
- 27.42%
$65.37 - $77.96 $596K - $710K
24.1K $1.73B
VUG
Vanguard Growth ETF

ETFs
-513
- 10.89%
$369.1 - $427.61 $189K - $219K
4.2K $1.59B
ADI
Analog Devices Inc

Technology
-956
- 13.07%
$201.56 - $243.82 $193K - $233K
6.36K $1.22B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.64K
- 30.93%
$169.43 - $182.84 $278K - $300K
3.67K $619M
EQIX
Equinix Inc

Real Estate
-223
- 17.44%
$803.0 - $959.97 $179K - $214K
1.06K $899M
XLC
Select Sector Spdr Tr Communic

ETFs
-2.93K
- 35.21%
$94.84 - $105.31 $278K - $309K
5.4K $515M
First Tr Exchng Traded Fd Vi
-9.41K
- 9.35%
N/A
91.2K $2.86B
EMN
Eastman Chemical CO

Basic Materials
-914
- 7.9%
$87.05 - $103.47 $79.6K - $94.6K
10.7K $812M
EVRG
Evergy, Inc.

Utilities
-4.77K
- 36.32%
$59.9 - $69.52 $286K - $332K
8.37K $576M
DEO
Diageo PLC

Consumer Defensive
-1.17K
- 18.59%
$104.79 - $126.12 $123K - $148K
5.12K $568M
VV
Vanguard Large Cap ETF

ETFs
-160
- 1.39%
$253.32 - $282.66 $40.5K - $45.2K
11.3K $2.89B
SRE
Sempra Energy

Utilities
-1.49K
- 16.53%
$67.85 - $87.67 $101K - $131K
7.53K $567M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5.17K
- 44.02%
$33.84 - $37.77 $175K - $195K
6.57K $249M
DYLD
Two Rds Shared Tr Leadershares

ETFs
-6.82K
- 31.55%
$22.35 - $22.82 $152K - $156K
14.8K $333M
Grayscale Ethereum Trust ETF
-280
- 2.64%
N/A
10.3K $157M
American Healthcare Reit Inc
-5.01K
- 43.26%
N/A
6.57K $210M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-4.58K
- 36.34%
$25.54 - $27.64 $117K - $127K
8.02K $217M
LSAF
Two Rds Shared Tr

ETFs
-1.87K
- 9.63%
$38.02 - $43.38 $71K - $81K
17.5K $684M
XOM
Exxon Mobil Corp

Energy
-1.17K
- 8.7%
$105.44 - $118.93 $123K - $139K
12.3K $1.33B
VB
Vanguard Small Cap ETF

ETFs
-205
- 9.23%
$217.89 - $252.64 $44.7K - $51.8K
2.02K $437M
SQEW
Two Rds Shared Tr Leadershares

ETFs
-1.54K
- 10.93%
$30.9 - $34.79 $47.6K - $53.5K
12.5K $381M
FSK
Fs Kkr Capital Corp

Financial Services
-2.29K
- 8.57%
$20.47 - $24.06 $46.9K - $55.2K
24.5K $492M
SYK
Stryker Corp

Healthcare
-255
- 15.44%
$355.18 - $399.9 $90.6K - $102K
1.4K $518M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.5K
- 12.01%
$42.18 - $45.16 $63.4K - $67.9K
11K $462M
NOW
Service Now, Inc.

Technology
-13
- 2.51%
$783.83 - $1170.39 $10.2K - $15.2K
505 $476M
ACTV
Two Rds Shared Tr Leadershares

ETFs
-1.59K
- 16.68%
$30.37 - $33.19 $48.3K - $52.8K
7.95K $236M
FISV
Fiserv Inc

Technology
-230
- 16.37%
N/A
1.18K $218M
ROP
Roper Technologies Inc

Industrials
-182
- 20.52%
$502.71 - $593.81 $91.5K - $108K
705 $392M
GNL
Global Net Lease, Inc.

Real Estate
-9.72K
- 48.36%
$6.91 - $8.26 $67.2K - $80.3K
10.4K $78.2M
VGT
Vanguard Information Technolog

ETFs
-5
- 0.65%
$542.38 - $646.34 $2.71K - $3.23K
769 $421M
STZ
Constellation Brands, Inc.

Consumer Defensive
-15
- 0.88%
$161.05 - $222.93 $2.42K - $3.34K
1.69K $315M
SCI
Service Corp International

Consumer Cyclical
-765
- 11.85%
$75.99 - $84.16 $58.1K - $64.4K
5.69K $456M
LSAT
Two Rds Shared Tr Leadershares

ETFs
-906
- 5.35%
$38.15 - $41.62 $34.6K - $37.7K
16K $620M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-4.08K
- 22.08%
$13.05 - $13.97 $53.2K - $56.9K
14.4K $182M
BWXT
Bwx Technologies, Inc.

Industrials
-326
- 7.72%
$96.59 - $128.46 $31.5K - $41.9K
3.9K $426M
PEAK
Healthpeak Properties, Inc.

Real Estate
-887
- 6.28%
N/A
13.2K $235M
F
Ford Motor CO

Consumer Cyclical
-3.81K
- 20.24%
$9.12 - $10.43 $34.7K - $39.7K
15K $152M
VTV
Vanguard Value ETF

ETFs
-62
- 0.78%
$167.73 - $179.21 $10.4K - $11.1K
7.91K $1.32B
CTAS
Cintas Corp

Industrials
-422
- 18.53%
$182.09 - $208.14 $76.8K - $87.8K
1.86K $388M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-1
- 0.03%
$105.28 - $121.93 $105 - $122
3K $317M
DFAU
Dimensional ETF Tr

ETFs
-65
- 0.7%
$37.84 - $42.29 $2.46K - $2.75K
9.24K $351M
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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