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
FTC
First Tr Lge Cap Growth

ETFs
-6
- 0.14%
$127.87 - $148.89 $767 - $893
4.35K $578M
Healthcare Rlty Tr
-560
- 4.77%
N/A
11.2K $172M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-220
- 2.69%
$94.86 - $97.12 $20.9K - $21.4K
7.97K $759M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-933
- 6.86%
$41.61 - $44.72 $38.8K - $41.7K
12.7K $543M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
-50
- 0.45%
$34.79 - $38.36 $1.74K - $1.92K
10.9K $386M
WPC
W. P. Carey Inc.

Real Estate
-859
- 16.57%
$53.5 - $65.05 $46K - $55.9K
4.33K $264M
DE
Deere & CO

Industrials
-113
- 11.18%
$408.57 - $509.27 $46.2K - $57.5K
898 $414M
XLF
Financial Sector Spdr

ETFs
-272
- 6.08%
$47.32 - $52.19 $12.9K - $14.2K
4.2K $205M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-268
- 1.81%
$23.32 - $23.84 $6.25K - $6.39K
14.6K $340M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-99
- 1.42%
$62.43 - $84.12 $6.18K - $8.33K
6.89K $519M
VHT
Vanguard Health Care ETF

ETFs
-13
- 1.31%
$254.06 - $273.83 $3.3K - $3.56K
979 $249M
VDC
Vanguard Consumer Staples ETF

ETFs
-60
- 4.66%
$206.54 - $226.16 $12.4K - $13.6K
1.23K $269M
INTC
Intel Corp

Technology
-296
- 2.62%
$19.1 - $27.39 $5.65K - $8.11K
11K $224M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-120
- 4.79%
$113.59 - $123.29 $13.6K - $14.8K
2.38K $289M
VTR
Ventas, Inc.

Real Estate
-541
- 13.8%
$56.9 - $70.47 $30.8K - $38.1K
3.38K $234M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-184
- 1.23%
$37.07 - $40.63 $6.82K - $7.48K
14.8K $583M
SHW
Sherwin Williams CO

Basic Materials
-4
- 0.35%
$330.16 - $365.55 $1.32K - $1.46K
1.14K $398M
CRWD
Crowd Strike Holdings, Inc.

Technology
-56
- 8.18%
$308.86 - $455.36 $17.3K - $25.5K
629 $271M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-308
- 1.36%
$18.36 - $20.51 $5.65K - $6.32K
22.4K $461M
GLD
Spdr Gold Trust

ETFs
-309
- 14.38%
$243.19 - $288.14 $75.1K - $89K
1.84K $563M
O
Realty Income Corp

Real Estate
-953
- 2.73%
$51.67 - $58.49 $49.2K - $55.7K
34K $1.95B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-421
- 16.22%
$26.64 - $27.14 $11.2K - $11.4K
2.18K $263M
NLOK
Norton Life Lock Inc.

Technology
-293
- 38.1%
N/A
476 $229M
PECO
Phillips Edison & Company, Inc.

Real Estate
-5.39K
- 30.25%
$34.43 - $37.49 $186K - $202K
12.4K $2.12B
MPW
Medical Properties Trust Inc

Real Estate
-2.19K
- 41.66%
$3.83 - $6.21 $8.38K - $13.6K
3.07K $2.17B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-11.2K
- 56.52%
$95.85 - $99.25 $1.07M - $1.11M
8.6K $4.79B
NTST
Netstreit Corp.

Real Estate
-852
- 14.95%
$13.64 - $15.85 $11.6K - $13.5K
4.85K $5.46B
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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