Coppell Advisory Solutions LLC Portfolio Holdings

Coppell Advisory Solutions LLC

  • $721 Billion
  • Q1 2025

Coppell Advisory Solutions LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $721 Billion distributed in 338 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Listed Fd Tr with a value of $59.9B, Ea Ser Tr Burney Us Factor Rot with a value of $40.5B, First Tr Exchng Traded Fd Vi with a value of $20.7B, Lithia Motors Inc with a value of $20.1B, and First Tr Enhanced Traded Fd Iv with a value of $17.4B.

Examining the 13F form we can see an increase of $5.72B in the current position value, from $716B to 721B.

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 $721 Billion
ETFs: $326 Billion
Technology: $58.9 Billion
Financial Services: $42.1 Billion
Consumer Cyclical: $39.5 Billion
Healthcare: $22.1 Billion
Consumer Defensive: $19.2 Billion
Real Estate: $16.7 Billion
Communication Services: $12.7 Billion
Other: $28.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$40.5 Billion 5.62% of portfolio
-
Q1 2025 Added 896.31%
$8.22B
$20.1 Billion 2.78% of portfolio
2,027,362
Q1 2025 Added 0.0%
$621B
$12.3 Billion 1.7% of portfolio
22,926
Q1 2025 Added 297.12%
$127B
$9.86 Billion 1.37% of portfolio
51,562
Q1 2025 Reduced 44.33%
$551B
$9.51 Billion 1.32% of portfolio
27,843
Q1 2025 Added 846.08%
$3.69T
$8.62 Billion 1.2% of portfolio
40,817
Q1 2025 Added 12.54%
$174M
$7.59 Billion 1.05% of portfolio
19,253
Q1 2025 Added 137,421.44%
$133B
$7.36 Billion 1.02% of portfolio
47,208
Q1 2025 Added 21,959.81%
$31B
$6.5 Billion 0.9% of portfolio
26,592
Q1 2025 Added 45,748.28%
$439B
$6.4 Billion 0.89% of portfolio
6,454
Q1 2025 Added 87.78%
$2.26T
$6.18 Billion 0.86% of portfolio
32,989
Q1 2025 Reduced 65.96%
$943M
$5.46 Billion 0.76% of portfolio
4,847
Q1 2025 Reduced 14.95%
$368B
$4.67 Billion 0.65% of portfolio
28,764
Q1 2025 Added 28.26%
$152B
$4.33 Billion 0.6% of portfolio
14,996
Q1 2025 Added 153.18%
$0
$3.87 Billion 0.54% of portfolio
35,538
Q1 2025 Added 11,438.31%
-
$3.44 Billion 0.48% of portfolio
-
Q1 2025 New
$1.24T
$3.13 Billion 0.43% of portfolio
19,339
Q1 2025 Added 381.07%
$314B
$2.89 Billion 0.4% of portfolio
11,979
Q1 2025 Added 1,429.89%
-
$2.88 Billion 0.4% of portfolio
-
Q1 2025 New
$173B
$2.8 Billion 0.39% of portfolio
19,090
Q1 2025 Added 1,124.5%
$293B
$2.7 Billion 0.37% of portfolio
47,141
Q1 2025 Added 1,054.57%
$302B
$2.54 Billion 0.35% of portfolio
35,671
Q1 2025 Reduced 22.69%
$281B
$2.55 Billion 0.35% of portfolio
26,570
Q1 2025 Reduced 87.43%
$1.08T
$2.55 Billion 0.35% of portfolio
8,734
Q1 2025 Reduced 82.69%
$150B
$2.43 Billion 0.34% of portfolio
23,323
Q1 2025 Reduced 33.44%
$250B
$2.2 Billion 0.3% of portfolio
4,916
Q1 2025 Added 440.22%
$146B
$2.17 Billion 0.3% of portfolio
10,241
Q1 2025 Reduced 22.11%
$2.38B
$2.17 Billion 0.3% of portfolio
3,065
Q1 2025 Reduced 41.66%
$3.94B
$2.12 Billion 0.29% of portfolio
12,433
Q1 2025 Reduced 30.25%
$38.1B
$2.07 Billion 0.29% of portfolio
11,649
Q1 2025 Added 1,137.94%
$94.7B
$2.12 Billion 0.29% of portfolio
6,744
Q1 2025 Added 1,943.64%
$36.3B
$2.06 Billion 0.29% of portfolio
31,560
Q1 2025 Added 6,275.76%
$8.78B
$1.99 Billion 0.28% of portfolio
21,497
Q1 2025 Added 1,245.24%
$245B
$2.02 Billion 0.28% of portfolio
4,933
Q1 2025 Added 166.36%
-
$2.02 Billion 0.28% of portfolio
-
Q1 2025 New
$229B
$2.02 Billion 0.28% of portfolio
15,497
Q1 2025 Reduced 35.22%
$35.6B
$1.95 Billion 0.27% of portfolio
33,999
Q1 2025 Reduced 2.73%
$1.42B
$1.98 Billion 0.27% of portfolio
8,933
Q1 2025 Added 138.6%
$99.5B
$1.93 Billion 0.27% of portfolio
3,840
Q1 2025 Added 693.39%
-
$1.97 Billion 0.27% of portfolio
-
Q1 2025 New
-
$1.98 Billion 0.27% of portfolio
-
Q1 2025 New
$3.81B
$1.89 Billion 0.26% of portfolio
8,445
Q1 2025 Added 1,493.4%
$36B
$1.88 Billion 0.26% of portfolio
28,530
Q1 2025 Reduced 8.45%
$523M
$1.79 Billion 0.25% of portfolio
5,621
Q1 2025 Added 80,200.0%
$61.1B
$1.8 Billion 0.25% of portfolio
5,665
Q1 2025 Reduced 38.2%
$141B
$1.78 Billion 0.25% of portfolio
52,516
Q1 2025 Reduced 17.55%
$258B
$1.77 Billion 0.25% of portfolio
27,078
Q1 2025 Reduced 31.91%
$233B
$1.73 Billion 0.24% of portfolio
24,117
Q1 2025 Reduced 27.42%
$302B
$1.76 Billion 0.24% of portfolio
12,643
Q1 2025 Reduced 19.35%

Summary

  • Portfolio
  • No. of Stocks 338
  • Current Value $721 Billion
  • Prior Value $716 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 47 stocks
  • Additional Purchases 152 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 128 stocks
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