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
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-96
- 63.16%
$238.25 - $261.28 $22.9K - $25.1K
56 $13.7M
ROKU
Roku, Inc

Communication Services
-318
- 67.09%
$64.08 - $84.12 $20.4K - $26.8K
156 $11.7M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
-929
- 59.4%
$20.68 - $23.73 $19.2K - $22K
635 $13.2M
TT
Trane Technologies PLC

Industrials
-55
- 27.5%
$369.35 - $419.14 $20.3K - $23.1K
145 $53.8M
IBM
International Business Machines Corp

Technology
-101
- 8.16%
$204.9 - $238.04 $20.7K - $24K
1.14K $250M
LUV
Southwest Airlines CO

Industrials
-800
- 83.07%
$28.99 - $34.84 $23.2K - $27.9K
163 $5.46M
ITRI
Itron, Inc.

Technology
-214
- 99.53%
$101.26 - $124.45 $21.7K - $26.6K
1 $109K
EPD
Enterprise Products Partners L.P.

Energy
-977
- 26.02%
$28.66 - $34.43 $28K - $33.6K
2.78K $86.7M
ETSY
Etsy Inc

Consumer Cyclical
-399
- 99.75%
$47.48 - $61.61 $18.9K - $24.6K
1 $54K
ASC
Ardmore Shipping Corp

Industrials
-1.18K
- 80.53%
$11.09 - $18.59 $13K - $21.8K
284 $3.41M
XLP
Consumer Staples Sector Spdr

ETFs
-153
- 6.69%
N/A
2.13K $167M
BRBR
Bellring Brands, Inc.

Consumer Defensive
-372
- 94.66%
$60.38 - $78.79 $22.5K - $29.3K
21 $1.59M
Reddit Inc Class A
-363
- 93.8%
N/A
24 $3.97M
LMAT
Lemaitre Vascular Inc

Healthcare
-245
- 35.92%
$85.64 - $107.97 $21K - $26.5K
437 $40.6M
GNRC
Generac Holdings Inc.

Industrials
-140
- 21.88%
$154.28 - $195.11 $21.6K - $27.3K
500 $77.4M
UHS
Universal Health Services Inc

Healthcare
-90
- 95.74%
$175.8 - $236.9 $15.8K - $21.3K
4 $713K
DVY
Ishares Tr

ETFs
-110
- 6.65%
$129.55 - $143.41 $14.3K - $15.8K
1.54K $202M
VB
Vanguard Small Cap ETF

ETFs
-116
- 4.96%
$233.76 - $261.58 $27.1K - $30.3K
2.22K $534M
F
Ford Motor CO

Consumer Cyclical
-344
- 1.8%
$9.69 - $11.4 $3.33K - $3.92K
18.8K $186M
KHC
Kraft Heinz CO

Consumer Defensive
-493
- 44.06%
$30.1 - $36.02 $14.8K - $17.8K
626 $19M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-211
- 29.31%
$88.59 - $94.57 $18.7K - $20K
509 $45.2M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-748
- 4.25%
$69.3 - $74.3 $51.8K - $55.6K
16.9K $1.21B
ECC
Eagle Point Credit CO Inc.

Financial Services
-2.03K
- 95.31%
$8.7 - $9.98 $17.7K - $20.3K
100 $870K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-3.36K
- 32.47%
$47.29 - $84.74 $159K - $285K
6.99K $522M
TD
Toronto Dominion Bank

Financial Services
-300
- 85.23%
$51.56 - $63.8 $15.5K - $19.1K
52 $2.76M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-708
- 9.05%
$23.14 - $26.91 $16.4K - $19.1K
7.11K $168M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
-2.56K
- 92.95%
$7.03 - $8.43 $18K - $21.5K
194 $1.46M
FDX
Fedex Corp

Industrials
-96
- 16.55%
$260.5 - $305.15 $25K - $29.3K
484 $136M
MNDY
Monday.Com Ltd.

Technology
-86
- 31.16%
$224.69 - $324.31 $19.3K - $27.9K
190 $56.3M
BHP
Bhp Group LTD

Basic Materials
-155
- 17.98%
$48.78 - $62.43 $7.56K - $9.68K
707 $34.7M
UNM
Unum Group

Financial Services
-384
- 59.08%
$58.88 - $77.07 $22.6K - $29.6K
266 $19.4M
EPAM
Epam Systems, Inc.

Technology
-109
- 54.5%
N/A
91 $21.4M
SGOL
Abrdn Gold ETF Trust

ETFs
-685
- 21.24%
$24.46 - $26.62 $16.8K - $18.2K
2.54K $63.2M
EBAY
Ebay Inc

Consumer Cyclical
-229
- 12.27%
$57.51 - $67.17 $13.2K - $15.4K
1.64K $102M
CARG
Car Gurus, Inc.

Communication Services
-733
- 54.06%
$29.05 - $38.78 $21.3K - $28.4K
623 $23.1M
INTU
Intuit Inc

Technology
-30
- 19.87%
$602.01 - $706.25 $18.1K - $21.2K
121 $76.6M
DOV
Dover Corp

Industrials
-86
- 64.66%
$184.72 - $206.51 $15.9K - $17.8K
47 $8.76M
MSTR
Microstrategy Inc

Technology
-105
- 87.5%
$162.69 - $473.83 $17.1K - $49.8K
15 $4.54M
BFH
Bread Financial Holdings, Inc.

Financial Services
-390
- 77.53%
$46.5 - $66.38 $18.1K - $25.9K
113 $6.94M
IQV
Iqvia Holdings Inc.

Healthcare
-15
- 4.17%
$190.97 - $236.63 $2.86K - $3.55K
345 $68.1M
NVS
Novartis Ag

Healthcare
-53
- 8.77%
$96.78 - $117.18 $5.13K - $6.21K
551 $53.6M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-141
- 19.64%
$56.18 - $67.64 $7.92K - $9.54K
577 $32.4M
TIP
Ishares Tr Tips Bd ETF

ETFs
-60
- 2.47%
$106.33 - $110.69 $6.38K - $6.64K
2.37K $253M
DRSK
ETF Ser Solutions Aptus Define

ETFs
-410
- 7.83%
$27.43 - $28.44 $11.2K - $11.7K
4.83K $133M
BBDC
Barings Bdc, Inc.

Financial Services
-1.47K
- 28.58%
$9.27 - $10.33 $13.6K - $15.2K
3.67K $35M
FRT
Federal Realty Investment Trust

Real Estate
-88
- 5.42%
$109.55 - $117.53 $9.64K - $10.3K
1.54K $170M
DHR
Danaher Corp

Healthcare
-38
- 26.57%
$226.16 - $274.52 $8.59K - $10.4K
105 $24.1M
NVCR
Novo Cure LTD

Healthcare
-1.05K
- 93.24%
$14.54 - $33.41 $15.2K - $35K
76 $2.29M
DOW
Dow Inc.

Basic Materials
-47
- 5.54%
$39.1 - $55.34 $1.84K - $2.6K
801 $31.6M
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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