Coppell Advisory Solutions LLC Portfolio Holdings

Coppell Advisory Solutions LLC

  • $680 Billion
  • Q3 2024

Coppell Advisory Solutions LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $680 Billion distributed in 1885 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr ETF Viii Tcw Opportun with a value of $47.1B, First Tr Enhanced Traded Fd Iv with a value of $30.9B, Tesla, Inc. with a value of $29.9B, Ft Cboe Vest S&P 500 Dividend with a value of $23.2B, and Walmart Inc. with a value of $22B.

Examining the 13F form we can see an increase of $73.3B in the current position value, from $606B to 680B.

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 $680 Billion
ETFs: $388 Billion
Technology: $64.3 Billion
Consumer Cyclical: $52.1 Billion
Healthcare: $40.2 Billion
Consumer Defensive: $34.6 Billion
Financial Services: $22.3 Billion
Energy: $16 Billion
Industrials: $15 Billion
Other: $33.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.1B
$69.5 Million 0.01% of portfolio
322
Q3 2024 Reduced 60.83%
$129B
$35.3 Million 0.01% of portfolio
957
Q3 2024 Added 95.31%
$1.74B
$100 Million 0.01% of portfolio
13,123
Q3 2024 Added 1,810.19%
$13.2B
$54 Million 0.01% of portfolio
322
Q2 2024 Reduced 3.01%
$23.1B
$55.7 Million 0.01% of portfolio
1,352
Q4 2023 Added 3.05%
$63B
$84.8 Million 0.01% of portfolio
647
Q3 2024 Added 206.64%
$0
$37.3 Million 0.01% of portfolio
7,469
Q3 2024 Added 43.39%
$1.34B
$36.1 Million 0.01% of portfolio
439
Q4 2023 Reduced 25.21%
$26.8B
$73.5 Million 0.01% of portfolio
671
Q3 2024 New
$2.39B
$59.4 Million 0.01% of portfolio
1,232
Q3 2024 Added 54.58%
$150B
$83.4 Million 0.01% of portfolio
332
Q3 2024 Added 1,480.95%
$105B
$53.1 Million 0.01% of portfolio
423
Q2 2024 Added 89.69%
-
$63.9 Million 0.01% of portfolio
-
Q3 2024 Added 0.17%
$24.6B
$41.8 Million 0.01% of portfolio
1,813
Q3 2024 Added 2,527.54%
$98.8B
$57.9 Million 0.01% of portfolio
813
Q3 2024 Added 99.75%
$8.31B
$35.3 Million 0.01% of portfolio
474
Q3 2024 Reduced 7.96%
$1.25B
$34.5 Million 0.01% of portfolio
617
Q3 2024 Reduced 34.29%
$164B
$45.1 Million 0.01% of portfolio
88
Q3 2024 Added 319.05%
$267B
$36.5 Million 0.01% of portfolio
160
Q3 2024 Added 56.86%
$61.2B
$98.5 Million 0.01% of portfolio
2,330
Q3 2024 Reduced 5.48%
$147B
$102 Million 0.01% of portfolio
1,576
Q3 2024 Reduced 16.61%
$129B
$64.2 Million 0.01% of portfolio
810
Q3 2024 Added 161.29%
$0
$36.9 Million 0.01% of portfolio
1,726
Q2 2024 Reduced 35.81%
$13.4B
$84.2 Million 0.01% of portfolio
852
Q3 2024 Reduced 41.96%
$44.6B
$56.9 Million 0.01% of portfolio
850
Q3 2024 Reduced 40.31%
$113B
$81.2 Million 0.01% of portfolio
834
Q3 2024 Reduced 26.06%
$17.2B
$45.7 Million 0.01% of portfolio
363
Q4 2023 New
$79.6B
$90.3 Million 0.01% of portfolio
176
Q3 2024 Added 137.84%
$139B
$38.8 Million 0.01% of portfolio
330
Q3 2024 Reduced 37.74%
$70B
$77.7 Million 0.01% of portfolio
501
Q3 2024 Added 8.91%
$44.4B
$49 Million 0.01% of portfolio
334
Q3 2024 Added 16,600.0%
$16.8B
$38.7 Million 0.01% of portfolio
237
Q3 2024 New
$177B
$69.4 Million 0.01% of portfolio
332
Q3 2024 Reduced 16.16%
$17.5B
$50.9 Million 0.01% of portfolio
826
Q3 2024 Added 93.9%
$61.8B
$48.6 Million 0.01% of portfolio
1,144
Q3 2024 Reduced 22.44%
$145B
$56.4 Million 0.01% of portfolio
745
Q3 2024 Reduced 40.3%
$145B
$89.2 Million 0.01% of portfolio
365
Q3 2024 Reduced 7.36%
$57.9B
$86.3 Million 0.01% of portfolio
106
Q2 2024 New
$14.6B
$38.1 Million 0.01% of portfolio
650
Q3 2024 Added 148.09%
$19.2B
$47.1 Million 0.01% of portfolio
247
Q2 2024 Added 4.22%
$120B
$94.4 Million 0.01% of portfolio
204
Q3 2024 Added 121.74%
$32.7B
$55.2 Million 0.01% of portfolio
561
Q2 2024 Reduced 57.04%
$35.5B
$43.6 Million 0.01% of portfolio
239
Q3 2024 Added 2,555.56%
$68.9B
$34.8 Million 0.01% of portfolio
770
Q2 2024 Reduced 70.26%
$9.47B
$53.5 Million 0.01% of portfolio
130
Q3 2024 Added 1.56%
$38B
$41.8 Million 0.01% of portfolio
648
Q3 2024 Added 31.17%
$38B
$39 Million 0.01% of portfolio
279
Q3 2024 Added 88.51%
$82B
$69.4 Million 0.01% of portfolio
356
Q3 2024 Reduced 18.72%
$28.8B
$37.3 Million 0.01% of portfolio
217
Q3 2024 Added 52.82%

Summary

  • Portfolio
  • No. of Stocks 1,885
  • Current Value $680 Billion
  • Prior Value $606 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 194 stocks
  • Additional Purchases 431 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 430 stocks
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