Coppell Advisory Solutions LLC Portfolio Holdings

Coppell Advisory Solutions LLC

  • $716 Billion
  • Q4 2024

Coppell Advisory Solutions LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $716 Billion distributed in 1985 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 $85.9B, First Tr Enhanced Traded Fd Iv with a value of $30.3B, Ft Cboe Vest S&P 500 Dividend with a value of $23B, Broadcom Inc. with a value of $21.7B, and Amazon Com Inc with a value of $21.5B.

Examining the 13F form we can see an increase of $35.9B in the current position value, from $680B to 716B.

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 $716 Billion
ETFs: $423 Billion
Technology: $60.8 Billion
Consumer Cyclical: $55.5 Billion
Consumer Defensive: $31.1 Billion
Financial Services: $29.5 Billion
Healthcare: $19.8 Billion
Energy: $18 Billion
Industrials: $14 Billion
Other: $31.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$85.9 Billion 12.01% of portfolio
1,992,193
Q4 2024 Added 91.95%
$0
$30.3 Billion 4.23% of portfolio
506,543
Q4 2024 Reduced 1.3%
$0
$23 Billion 3.22% of portfolio
459,914
Q4 2024 Added 7.64%
$88.6B
$21.7 Billion 3.03% of portfolio
92,629
Q4 2024 Added 1,512.34%
$2.21T
$21.5 Billion 3.01% of portfolio
96,906
Q4 2024 Added 298.46%
$1.07T
$21.1 Billion 2.95% of portfolio
50,463
Q4 2024 Reduced 56.02%
$0
$21 Billion 2.93% of portfolio
688,071
Q4 2024 Added 13.45%
$257B
$19.2 Billion 2.68% of portfolio
211,395
Q4 2024 Reduced 23.47%
$0
$18.9 Billion 2.65% of portfolio
207,198
Q4 2024 Added 4.34%
$0
$13.8 Billion 1.93% of portfolio
541,090
Q4 2024 Added 39.34%
$0
$12 Billion 1.68% of portfolio
20,485
Q4 2024 Added 7.96%
$0
$11.3 Billion 1.59% of portfolio
548,557
Q4 2024 Added 13.81%
$3.95T
$9.15 Billion 1.28% of portfolio
36,268
Q4 2024 Added 11.09%
$3.04T
$7.85 Billion 1.1% of portfolio
18,489
Q4 2024 Added 5.69%
$0
$7.46 Billion 1.04% of portfolio
14,478
Q4 2024 Added 0.08%
$0
$7.41 Billion 1.04% of portfolio
13,706
Q4 2024 Added 4.06%
$0
$6.58 Billion 0.92% of portfolio
150,380
Q4 2024 Reduced 18.14%
$0
$6.46 Billion 0.9% of portfolio
61,876
Q4 2024 Reduced 1.09%
$0
$6.43 Billion 0.9% of portfolio
123,108
Q4 2024 Added 12.76%
$0
$5.87 Billion 0.82% of portfolio
74,195
Q4 2024 Added 7.2%
$0
$5.51 Billion 0.77% of portfolio
101,910
Q4 2024 Added 11.26%
$0
$5.43 Billion 0.76% of portfolio
70,972
Q4 2024 Reduced 22.68%
$775B
$5.14 Billion 0.72% of portfolio
21,477
Q4 2024 Reduced 1.87%
First Trust Exchange Traded Fu Cap Strength ETF
-
$5.02 Billion 0.7% of portfolio
-
Q4 2024 New
$0
$4.88 Billion 0.68% of portfolio
8,259
Q4 2024 Reduced 14.51%
$446B
$4.78 Billion 0.67% of portfolio
5,320
Q4 2024 Added 1,017.65%
Invesco Qqq Trust Unit Ser 1 ETF
-
$4.62 Billion 0.65% of portfolio
-
Q4 2024 New
$0
$4.6 Billion 0.64% of portfolio
24,144
Q4 2024 Added 50.31%
-
$4.27 Billion 0.6% of portfolio
-
Q4 2024 Added 661.21%
$335B
$4 Billion 0.56% of portfolio
29,188
Q4 2024 Added 13.45%
$0
$3.85 Billion 0.54% of portfolio
53,488
Q4 2024 Added 51.35%
$403B
$3.75 Billion 0.52% of portfolio
22,427
Q4 2024 Added 5.63%
$394B
$3.62 Billion 0.51% of portfolio
9,300
Q4 2024 Reduced 2.97%
$86.7B
$3.61 Billion 0.5% of portfolio
42,220
Q4 2024 Added 3,041.37%
$0
$3.37 Billion 0.47% of portfolio
93,438
Q4 2024 Added 16.94%
$0
$3.38 Billion 0.47% of portfolio
58,267
Q4 2024 Added 9.76%
Jpmorgn Hedgd Eqty Lad
-
$3.3 Billion 0.46% of portfolio
-
Q4 2024 Added 16.79%
$138B
$3.22 Billion 0.45% of portfolio
35,042
Q4 2024 Reduced 6.8%
$294B
$3.25 Billion 0.45% of portfolio
46,138
Q4 2024 Reduced 3.81%
$458B
$3.16 Billion 0.44% of portfolio
3,437
Q4 2024 Added 0.32%
$0
$3.11 Billion 0.44% of portfolio
11,501
Q4 2024 Reduced 1.85%
Ft Vest U.S. Equity Max Buffer ETF March
-
$3.11 Billion 0.43% of portfolio
-
Q4 2024 Added 2.75%
First Trust Dow Jones Internet Index Fund
-
$3 Billion 0.42% of portfolio
-
Q4 2024 New
$142B
$2.98 Billion 0.42% of portfolio
13,148
Q4 2024 Added 3.84%
$0
$2.94 Billion 0.41% of portfolio
132,751
Q4 2024 Added 7.85%
$0
$2.92 Billion 0.41% of portfolio
63,100
Q4 2024 Reduced 4.94%
$0
$2.83 Billion 0.4% of portfolio
49,450
Q4 2024 Added 10.68%
$0
$2.8 Billion 0.39% of portfolio
31,619
Q4 2024 Reduced 10.82%
$236B
$2.7 Billion 0.38% of portfolio
23,923
Q4 2024 Added 5.04%

Summary

  • Portfolio
  • No. of Stocks 1,985
  • Current Value $716 Billion
  • Prior Value $680 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 237 stocks
  • Additional Purchases 535 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 408 stocks
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