Coppell Advisory Solutions LLC Reduced Holdings in Q4 2024

Coppell Advisory Solutions LLC

  • $716 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HPK
High Peak Energy, Inc.

Energy
-10.1K
- 88.57%
$12.53 - $15.54 $127K - $157K
1.3K $19.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-273
- 4.52%
$442.29 - $483.08 $121K - $132K
5.77K $2.61B
Defiance S&P 500 Enh Opt 0 Dte ETF
-2.15K
- 22.24%
N/A
7.5K $293M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-14.8K
- 5.93%
$8.01 - $11.0 $119K - $163K
236K $2.06B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.45K
- 25.05%
$45.17 - $47.23 $111K - $116K
7.34K $333M
FTSL
First Trust Senior Ln Fund

ETFs
-3.28K
- 4.94%
$45.9 - $46.48 $151K - $153K
63.1K $2.92B
Sila Realty Trust Inc
-4.38K
- 27.71%
N/A
11.4K $275M
SPYG
Spdr Portfolio

ETFs
-3.84K
- 10.82%
$81.74 - $91.38 $314K - $351K
31.6K $2.8B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-716
- 1.91%
$47.77 - $51.75 $34.2K - $37.1K
36.7K $1.77B
LSAF
Two Rds Shared Tr

ETFs
-2.48K
- 11.33%
$40.52 - $44.24 $100K - $110K
19.4K $788M
STAG
Stag Industrial, Inc.

Real Estate
-295
- 1.56%
$33.22 - $39.1 $9.8K - $11.5K
18.6K $628M
VZ
Verizon Communications Inc

Communication Services
-976
- 7.07%
$39.6 - $45.21 $38.6K - $44.1K
12.8K $508M
TSN
Tyson Foods, Inc.

Consumer Defensive
-1.69K
- 44.53%
$57.14 - $64.54 $96.3K - $109K
2.1K $120M
AAT
American Assets Trust, Inc.

Real Estate
-5.03K
- 35.01%
$25.42 - $28.67 $128K - $144K
9.33K $211M
MRK
Merck & Co., Inc.

Healthcare
-807
- 57.4%
$96.31 - $114.76 $77.7K - $92.6K
599 $59.5M
ADMA
Adma Biologics, Inc.

Healthcare
-242
- 28.88%
$15.62 - $22.62 $3.78K - $5.47K
596 $314M
IEFA
Ishares Tr

ETFs
-1.04K
- 33.57%
$70.06 - $77.43 $72.8K - $80.4K
2.06K $145M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-3.55K
- 19.31%
$23.29 - $23.93 $82.6K - $84.9K
14.8K $348M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-5.84K
- 44.9%
$15.05 - $16.03 $87.8K - $93.6K
7.16K $109M
EWG
Ishares Msci Germany ETF

ETFs
-2.43K
- 35.37%
$31.27 - $33.44 $75.9K - $81.1K
4.43K $141M
LQDA
Liquidia Corp

Healthcare
-724
- 35.13%
$9.82 - $11.8 $7.11K - $8.54K
1.34K $143M
LSAT
Two Rds Shared Tr Leadershares

ETFs
-1.46K
- 7.96%
$40.12 - $43.62 $58.7K - $63.9K
16.9K $679M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-262
- 82.13%
$316.94 - $357.88 $83K - $93.8K
57 $19.8M
PFE
Pfizer Inc

Healthcare
-1.63K
- 11.55%
$24.8 - $30.19 $40.3K - $49.1K
12.4K $329M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.47K
- 42.75%
$44.04 - $49.49 $64.8K - $72.8K
1.97K $86.9M
NEM
Newmont Corp

Basic Materials
-1.19K
- 58.81%
$37.0 - $58.68 $44.1K - $69.9K
835 $30.9M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-986
- 20.25%
N/A
3.88K $246M
INTC
Intel Corp

Technology
-1.19K
- 9.51%
$19.07 - $26.23 $22.7K - $31.2K
11.3K $224M
PGR
Progressive Corp

Financial Services
-291
- 87.65%
$239.6 - $268.88 $69.7K - $78.2K
41 $9.82M
DYLD
Two Rds Shared Tr Leadershares

ETFs
-2.77K
- 11.37%
$22.42 - $22.97 $62.1K - $63.6K
21.6K $485M
IWD
Ishares Russell 1000 Val ETF

ETFs
-241
- 4.16%
$183.23 - $199.79 $44.2K - $48.1K
5.55K $1.03B
PDI
Pimco Dynamic Income Fund

Financial Services
-2.55K
- 20.57%
$18.33 - $20.85 $46.8K - $53.2K
9.85K $181M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-1.98K
- 24.42%
$28.56 - $30.02 $56.4K - $59.3K
6.11K $175M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-794
- 30.41%
$77.02 - $78.58 $61.2K - $62.4K
1.82K $140M
PSX
Phillips 66

Energy
-459
- 70.94%
$110.35 - $138.93 $50.7K - $63.8K
188 $21.1M
SQEW
Two Rds Shared Tr Leadershares

ETFs
-1.52K
- 9.72%
$33.57 - $38.43 $50.9K - $58.3K
14.1K $473M
GHYG
Ishares Incus & Intl High Yiel

ETFs
-1.23K
- 27.34%
$43.84 - $45.39 $53.7K - $55.6K
3.26K $144M
VOX
Vanguard Communication Service

ETFs
-500
- 32.01%
$144.31 - $163.57 $72.2K - $81.8K
1.06K $166M
VTR
Ventas, Inc.

Real Estate
-623
- 13.71%
$57.73 - $66.48 $36K - $41.4K
3.92K $229M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
-2.96K
- 95.64%
$19.42 - $19.79 $57.5K - $58.6K
135 $2.62M
GPC
Genuine Parts CO

Consumer Cyclical
-6
- 0.26%
$113.11 - $143.63 $679 - $862
2.26K $262M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.25K
- 5.39%
$24.94 - $26.14 $31.1K - $32.5K
21.8K $547M
CME
Cme Group Inc.

Financial Services
-261
- 60.7%
$221.17 - $246.02 $57.7K - $64.2K
169 $39.1M
MMM
3 M CO

Industrials
-314
- 18.62%
$124.74 - $137.12 $39.2K - $43.1K
1.37K $177M
ACTV
Two Rds Shared Tr Leadershares

ETFs
-1.17K
- 10.93%
$32.03 - $34.73 $37.5K - $40.7K
9.55K $310M
AMAT
Applied Materials Inc

Technology
-65
- 6.54%
$161.44 - $213.89 $10.5K - $13.9K
929 $152M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-158
- 2.09%
$115.08 - $119.55 $18.2K - $18.9K
7.39K $854M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-465
- 6.33%
$103.6 - $112.52 $48.2K - $52.3K
6.89K $719M
OVV
Ovintiv Inc.

Energy
-1.26K
- 77.76%
$37.74 - $46.71 $47.4K - $58.6K
359 $14.3M
Activity Summary
Buys All Purchases 772 New Holdings 237 Increased Positions 535 Sells All Sells 408 Reductions 408 Sold out 0 Options Calls 0 Puts 0
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