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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.23 Million 0.0% of portfolio
698
Q2 2024 Reduced 98.54%
$0
$7.47 Million 0.0% of portfolio
167
Q2 2023 New
$5.15B
$5.06 Million 0.0% of portfolio
72
Q3 2024 Reduced 21.74%
$0
$9.24 Million 0.0% of portfolio
229
Q3 2024 Reduced 3.38%
$0
$9.55 Million 0.0% of portfolio
125
Q2 2023 New
$0
$8.27 Million 0.0% of portfolio
364
Q3 2024 Reduced 64.93%
$0
$1.66 Million 0.0% of portfolio
100
Q2 2024 New
$0
$11.8 Million 0.0% of portfolio
645
Q3 2024 New
$0
$23.4 Million 0.0% of portfolio
242
Q3 2024 Reduced 6.92%
$0
$5.09 Million 0.0% of portfolio
54
Q3 2024 Added 1.89%
$0
$5.31 Million 0.0% of portfolio
100
Q3 2024 Added 29.87%
$0
$1.64 Million 0.0% of portfolio
36
Q4 2023 Reduced 62.11%
$0
$18.3 Million 0.0% of portfolio
228
Q3 2024 Reduced 12.98%
$0
$10.1 Million 0.0% of portfolio
79
Q2 2024 New
$0
$14.4 Million 0.0% of portfolio
42
Q3 2024 New
$0
$19 Million 0.0% of portfolio
100
Q3 2024 New
$0
$33.8 Million 0.0% of portfolio
685
Q2 2024 Added 16.5%
$0
$11.7 Million 0.0% of portfolio
233
Q3 2024 Reduced 29.82%
$0
$6.18 Million 0.0% of portfolio
102
Q3 2024 Reduced 69.0%
$0
$6.49 Million 0.0% of portfolio
105
Q3 2024 Reduced 34.78%
$0
$21.6 Million 0.0% of portfolio
422
Q3 2024 Added 114.21%
$0
$16.9 Million 0.0% of portfolio
93
Q3 2024 Reduced 65.04%
$0
$2 Million 0.0% of portfolio
84
Q2 2024 New
$0
$16.9 Million 0.0% of portfolio
331
Q3 2024 Added 707.32%
$0
$5.99 Million 0.0% of portfolio
75
Q4 2023 New
$0
$1.89 Million 0.0% of portfolio
55
Q3 2024 Reduced 77.46%
$0
$297,000 0.0% of portfolio
9
Q4 2023 New
$0
$17 Million 0.0% of portfolio
507
Q2 2024 Reduced 13.18%
$0
$14.8 Million 0.0% of portfolio
300
Q3 2024 New
$0
$1.99 Million 0.0% of portfolio
24
Q2 2024 New
$0
$3.47 Million 0.0% of portfolio
69
Q3 2024 Reduced 73.26%
$0
$40,000 0.0% of portfolio
2
Q4 2023 New
$7.66B
$30.8 Million 0.0% of portfolio
586
Q3 2024 New

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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