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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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