Coppell Advisory Solutions LLC Portfolio Holdings

Coppell Advisory Solutions LLC

  • $944 Billion
  • Q3 2025

Coppell Advisory Solutions LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $944 Billion distributed in 398 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Ser Tr Burney Us Factor Rot with a value of $73.6B, Listed Fds Tr with a value of $49.3B, First Tr Exchng Traded Fd Vi with a value of $33.7B, First Tr Ex Td Viii Ft Cboe Ve with a value of $29.3B, and First Tr Enhanced Traded Fd Iv with a value of $24.2B.

Examining the 13F form we can see an increase of $101B in the current position value, from $842B to 944B.

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 $944 Billion
ETFs: $419 Billion
Technology: $93.5 Billion
Financial Services: $47.8 Billion
Consumer Cyclical: $35.3 Billion
Communication Services: $29.9 Billion
Healthcare: $27.4 Billion
Industrials: $21.1 Billion
Consumer Defensive: $17.6 Billion
Other: $34.1 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.37B
$3.67 Billion 0.39% of portfolio
13,291
Q3 2025 New
$7.87B
$3.65 Billion 0.39% of portfolio
43,247
Q3 2025 Added 10.47%
$8.09B
$3.36 Billion 0.36% of portfolio
40,101
Q3 2025 Added 26.84%
$3.61B
$3.03 Billion 0.32% of portfolio
24,727
Q3 2025 Added 11.02%
$6.67B
$3 Billion 0.32% of portfolio
24,209
Q3 2025 Added 26.72%
$6.47B
$2.44 Billion 0.26% of portfolio
36,708
Q3 2025 Added 16.32%
$7.29B
$2.27 Billion 0.24% of portfolio
68,485
Q3 2025 Added 21.4%
$3.99B
$1.85 Billion 0.2% of portfolio
19,257
Q3 2025 Added 24.34%
$6.51B
$1.74 Billion 0.18% of portfolio
20,570
Q3 2025 New
$8.24B
$1.68 Billion 0.18% of portfolio
39,736
Q3 2025 Added 19.79%
$4.04B
$695 Million 0.07% of portfolio
20,312
Q3 2025 Reduced 3.42%
$7.23B
$688 Million 0.07% of portfolio
10,986
Q3 2025 Added 7.41%
$6.89B
$662 Million 0.07% of portfolio
18,955
Q3 2025 Added 0.21%
$3.06B
$470 Million 0.05% of portfolio
828
Q3 2025 Reduced 27.87%
$2.89B
$300 Million 0.03% of portfolio
9,270
Q3 2025 Reduced 14.45%
$4.23B
$322 Million 0.03% of portfolio
23,200
Q3 2025 Added 0.87%
$4.4B
$208 Million 0.02% of portfolio
3,290
Q3 2025 New
$3.48B
$220 Million 0.02% of portfolio
6,417
Q3 2025 New
$5.53B
$142 Million 0.02% of portfolio
11,059
Q2 2024 Reduced 0.52%
$2.14B
$177 Million 0.02% of portfolio
23,593
Q3 2025 Reduced 8.86%
$7.32B
$200 Million 0.02% of portfolio
3,472
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 398
  • Current Value $944 Billion
  • Prior Value $842 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 47 stocks
  • Additional Purchases 199 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 127 stocks
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