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
$61.9B
$221 Million 0.04% of portfolio
2,142
Q2 2025 Reduced 35.96%
$89.6B
$252 Million 0.04% of portfolio
11,112
Q2 2025 Added 0.83%
$1.5B
$230 Million 0.04% of portfolio
10,836
Q2 2025 Reduced 1.12%
$27.4B
$194 Million 0.03% of portfolio
10,517
Q2 2025 Added 1.11%
$44.4B
$154 Million 0.03% of portfolio
14,283
Q2 2025 Reduced 4.72%
$3.77B
$154 Million 0.03% of portfolio
23,000
Q2 2024 New
$2.38B
$185 Million 0.03% of portfolio
41,574
Q2 2025 Added 1,256.41%
$606M
$104 Million 0.02% of portfolio
10,966
Q4 2024 Added 11.07%
$920M
$138 Million 0.02% of portfolio
12,482
Q2 2025 Reduced 2.94%
$3.38B
$133 Million 0.02% of portfolio
28,000
Q2 2025 New
$511M
$52.1 Million 0.01% of portfolio
27,557
Q2 2025 Reduced 2.65%
$778M
$77.9 Million 0.01% of portfolio
10,379
Q1 2025 Reduced 48.36%
$5.11B
$82.1 Million 0.01% of portfolio
11,059
Q2 2024 Reduced 0.52%

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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