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
$172B
$520 Million 0.09% of portfolio
509
Q2 2025 Added 0.79%
$245B
$521 Million 0.09% of portfolio
1,686
Q2 2025 Reduced 65.82%
$12.7B
$513 Million 0.09% of portfolio
6,283
Q2 2025 Added 10.46%
$173B
$501 Million 0.09% of portfolio
3,162
Q2 2025 Reduced 83.44%
$3.29B
$503 Million 0.09% of portfolio
990
Q2 2025 Added 4.54%
$16.7B
$505 Million 0.09% of portfolio
7,399
Q2 2025 Reduced 11.55%
$0
$478 Million 0.09% of portfolio
23,168
Q2 2025 Reduced 5.31%
$11.5B
$446 Million 0.08% of portfolio
575
Q2 2025 Added 32.49%
$25.8B
$469 Million 0.08% of portfolio
6,222
Q2 2025 Reduced 17.35%
$55.1B
$443 Million 0.08% of portfolio
786
Q2 2025 Added 11.49%
$22.7B
$439 Million 0.08% of portfolio
1,987
Q2 2025 Added 7.12%
$33.1B
$454 Million 0.08% of portfolio
5,591
Q2 2025 New
$27.1B
$431 Million 0.08% of portfolio
3,275
Q2 2025 Added 58.6%
$63.5B
$452 Million 0.08% of portfolio
4,504
Q2 2025 Reduced 12.08%
$102B
$431 Million 0.08% of portfolio
4,736
Q2 2025 Added 8.42%
$118B
$475 Million 0.08% of portfolio
8,089
Q2 2025 Added 11.1%
$1.27T
$397 Million 0.07% of portfolio
1,735
Q2 2025 Added 0.93%
$210B
$378 Million 0.07% of portfolio
1,304
Q2 2025 Added 12.22%
$23.8B
$413 Million 0.07% of portfolio
24,885
Q2 2025 New
$124B
$371 Million 0.07% of portfolio
1,224
Q2 2025 Reduced 2.39%
$92.8B
$391 Million 0.07% of portfolio
1,130
Q2 2025 Reduced 1.05%
$203B
$312 Million 0.06% of portfolio
11,127
Q2 2025 Added 30.41%
$70.4B
$326 Million 0.06% of portfolio
5,199
Q2 2025 Added 13.96%
$139B
$318 Million 0.06% of portfolio
1,483
Q2 2025 New
$1.17B
$319 Million 0.06% of portfolio
11,370
Q2 2025 Added 12.15%
$217B
$342 Million 0.06% of portfolio
60
Q2 2025 Added 30.43%
$27.4B
$312 Million 0.06% of portfolio
1,935
Q2 2025 Added 14.29%
$33.9B
$296 Million 0.05% of portfolio
4,038
Q2 2025 New
$10.2B
$256 Million 0.05% of portfolio
10,011
Q4 2024 Added 14.4%
$93.6B
$302 Million 0.05% of portfolio
605
Q2 2025 Reduced 3.82%
$13.5B
$266 Million 0.05% of portfolio
4,227
Q2 2025 Reduced 2.29%
$66.5B
$301 Million 0.05% of portfolio
3,083
Q2 2025 New
$27.4B
$255 Million 0.05% of portfolio
4,054
Q2 2025 Added 19.98%
$19B
$273 Million 0.05% of portfolio
2,265
Q2 2025 Reduced 1.52%
$232B
$281 Million 0.05% of portfolio
1,027
Q2 2025 Reduced 19.32%
$133B
$303 Million 0.05% of portfolio
340
Q2 2025 Reduced 99.28%
$261B
$297 Million 0.05% of portfolio
1,641
Q2 2025 Reduced 91.24%
$75.1B
$273 Million 0.05% of portfolio
1,475
Q2 2025 New
$13.1B
$259 Million 0.05% of portfolio
12,393
Q2 2025 New
$2.33B
$278 Million 0.05% of portfolio
25,887
Q2 2025 Reduced 0.82%
$218B
$223 Million 0.04% of portfolio
578
Q2 2025 New
$89.4B
$235 Million 0.04% of portfolio
475
Q2 2025 New
$5.08B
$216 Million 0.04% of portfolio
18,949
Q2 2025 Reduced 32.32%
$78.6B
$206 Million 0.04% of portfolio
2,791
Q2 2025 New
$136B
$215 Million 0.04% of portfolio
645
Q2 2025 New
$27.5B
$240 Million 0.04% of portfolio
9,685
Q2 2025 Added 10.72%
$10.2B
$230 Million 0.04% of portfolio
13,229
Q2 2025 Added 0.02%
$87.3B
$231 Million 0.04% of portfolio
1,519
Q2 2025 New
$86B
$206 Million 0.04% of portfolio
3,001
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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