Coppell Advisory Solutions LLC Portfolio Holdings
Coppell Advisory Solutions LLC
- $721 Billion
- Q1 2025
Coppell Advisory Solutions LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $721 Billion distributed in 338 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Listed Fd Tr with a value of $59.9B, Ea Ser Tr Burney Us Factor Rot with a value of $40.5B, First Tr Exchng Traded Fd Vi with a value of $20.7B, Lithia Motors Inc with a value of $20.1B, and First Tr Enhanced Traded Fd Iv with a value of $17.4B.
Examining the 13F form we can see an increase of $5.72B in the current position value, from $716B to 721B.
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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 338
- Current Value $721 Billion
- Prior Value $716 Billion
- Filing
- Period Q1 2025
- Filing Date May 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 47 stocks
- Additional Purchases 152 stocks
- Sold out of 0 stocks
- Reduced holdings in 128 stocks