Coppell Advisory Solutions LLC has filed its 13F form on February 14, 2024 for Q4 2023 where it was disclosed a total value porftolio of $502 Billion distributed in 1725 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 $53.5B, First Tr ETF Viii Tcw Opportun with a value of $20.4B, Microsoft Corp with a value of $14.9B, Apple Inc. with a value of $13.5B, and Jpmorgan Chase & CO with a value of $13.2B.
Examining the 13F form we can see an increase of $211B in the current position value, from $291B to 502B.
Also it can be appreciated an additional of 754 stocks purchases and 1 closed positions.
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
$502 Billion
ETFs: $327 Billion
Technology: $56.4 Billion
Financial Services: $26.5 Billion
Healthcare: $16.3 Billion
Consumer Cyclical: $11.9 Billion
Consumer Defensive: $10.8 Billion
Energy: $10.6 Billion
Industrials: $10.3 Billion
Other: $25.3 Billion
Stock Holdings Table Market Cap. of Under $50 Millions