Coppell Advisory Solutions LLC Portfolio Holdings

Coppell Advisory Solutions LLC

  • $562 Billion
  • Q2 2025

Coppell Advisory Solutions LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $562 Billion distributed in 324 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Enhanced Traded Fd Iv with a value of $18B, Ssga Active Trust with a value of $17.6B, Vanguard Bd Index Fd Inc Total with a value of $17B, Microsoft Corp with a value of $16.9B, and Ishares Core Total Usd Bond Ma with a value of $15.3B.

Examining the 13F form we can see an decrease of $159B in the current position value, from $721B to 562B.

Coppell Advisory Solutions LLC is based out at Coppell, TX

Below you can find more details about Coppell Advisory Solutions LLC portfolio as well as his latest detailed transactions.

Portfolio value $562 Billion
ETFs: $281 Billion
Technology: $82.6 Billion
Financial Services: $43.6 Billion
Consumer Cyclical: $37.7 Billion
Healthcare: $26.9 Billion
Communication Services: $21.7 Billion
Consumer Defensive: $15 Billion
Industrials: $13.5 Billion
Other: $29.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$16.9 Billion 3.0% of portfolio
34,049
Q2 2025 New
$127B
$14.4 Billion 2.56% of portfolio
53,418
Q2 2025 Added 3.6%
$545B
$10.9 Billion 1.94% of portfolio
8,231
Q2 2025 New
$859B
$10.4 Billion 1.85% of portfolio
36,217
Q2 2025 New
$1.08T
$9.9 Billion 1.76% of portfolio
30,587
Q2 2025 Added 250.21%
$3.69T
$9.31 Billion 1.65% of portfolio
46,284
Q2 2025 Added 13.39%
$621B
$8.62 Billion 1.53% of portfolio
17,747
Q2 2025 Reduced 22.59%
$2.26T
$8.25 Billion 1.47% of portfolio
36,939
Q2 2025 Added 11.97%
$456B
$7.93 Billion 1.41% of portfolio
50,273
Q2 2025 New
$26.4B
$4.91 Billion 0.87% of portfolio
21,424
Q2 2025 New
$25.1B
$4.24 Billion 0.75% of portfolio
19,595
Q2 2025 New
$94.7B
$4.16 Billion 0.74% of portfolio
5,733
Q2 2025 Reduced 14.99%
$405B
$3.75 Billion 0.67% of portfolio
10,180
Q2 2025 Added 12.02%
$8.78B
$3.71 Billion 0.66% of portfolio
39,148
Q2 2025 Added 82.11%
$38.1B
$3.58 Billion 0.64% of portfolio
20,516
Q2 2025 Added 76.12%
$179B
$3.6 Billion 0.64% of portfolio
40,058
Q2 2025 Added 251.76%
-
$3.33 Billion 0.59% of portfolio
-
Q2 2025 Added 628.45%
$53.1B
$2.99 Billion 0.53% of portfolio
9,790
Q2 2025 Added 180.11%
$684B
$2.99 Billion 0.53% of portfolio
14,237
Q2 2025 New
$99.5B
$2.95 Billion 0.52% of portfolio
6,686
Q2 2025 Added 74.11%
$52.5B
$2.87 Billion 0.51% of portfolio
14,308
Q2 2025 New
$29.8B
$2.59 Billion 0.46% of portfolio
7,102
Q2 2025 New
$302B
$2.39 Billion 0.43% of portfolio
30,068
Q2 2025 Reduced 15.71%
$368B
$2.39 Billion 0.43% of portfolio
14,957
Q2 2025 Reduced 48.0%
$1.78T
$2.41 Billion 0.43% of portfolio
3,546
Q2 2025 Added 19.19%
$3.45B
$2.37 Billion 0.42% of portfolio
22,273
Q2 2025 Added 98.26%
$7.88B
$2.31 Billion 0.41% of portfolio
31,615
Q2 2025 Added 82.64%
$22B
$2.24 Billion 0.4% of portfolio
27,340
Q2 2025 Added 65.28%
$150B
$2.23 Billion 0.4% of portfolio
20,144
Q2 2025 Reduced 13.63%
$1.08B
$2.14 Billion 0.38% of portfolio
93,993
Q2 2025 New
$146B
$2.02 Billion 0.36% of portfolio
8,816
Q2 2025 Reduced 13.91%
$7.38B
$2.04 Billion 0.36% of portfolio
56,414
Q2 2025 Added 65.37%
$6.08B
$2.02 Billion 0.36% of portfolio
19,105
Q2 2025 New
$1.21T
$2.02 Billion 0.36% of portfolio
11,341
Q2 2025 Added 2.92%
$40.4B
$2.03 Billion 0.36% of portfolio
13,655
Q2 2025 New
$11.3B
$2.03 Billion 0.36% of portfolio
24,584
Q2 2025 New
$452B
$1.95 Billion 0.35% of portfolio
12,776
Q2 2025 New
$83.2B
$1.96 Billion 0.35% of portfolio
9,273
Q2 2025 New
$112B
$1.96 Billion 0.35% of portfolio
28,655
Q2 2025 New
$19.7B
$1.94 Billion 0.35% of portfolio
16,905
Q2 2025 New
$51.7B
$1.97 Billion 0.35% of portfolio
7,970
Q2 2025 New
$2.3B
$1.95 Billion 0.35% of portfolio
55,814
Q2 2025 New
$7.16B
$1.93 Billion 0.34% of portfolio
31,559
Q2 2025 Added 73.77%
$99B
$1.9 Billion 0.34% of portfolio
40,970
Q2 2025 New
$35.6B
$1.93 Billion 0.34% of portfolio
33,919
Q2 2025 Reduced 0.24%
$5.48B
$1.93 Billion 0.34% of portfolio
19,495
Q2 2025 New
$229B
$1.89 Billion 0.34% of portfolio
14,060
Q2 2025 Reduced 9.27%
$281B
$1.88 Billion 0.33% of portfolio
19,321
Q2 2025 Reduced 27.28%
$222B
$1.82 Billion 0.32% of portfolio
6,258
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 324
  • Current Value $562 Billion
  • Prior Value $721 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 103 stocks
  • Additional Purchases 100 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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