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
ING
Ing Groep Nv

Financial Services
-780
- 74.29%
$15.1 - $17.73 $11.8K - $13.8K
270 $4.25M
DTE
Dte Energy CO

Utilities
-5
- 0.24%
$117.04 - $129.77 $585 - $649
2.06K $249M
OEF
Ishares S&P 100 ETF

ETFs
-69
- 19.17%
N/A
291 $84.5M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-65
- 0.72%
$19.82 - $21.55 $1.29K - $1.4K
9.02K $180M
EQR
Equity Residential

Real Estate
-120
- 5.7%
$69.12 - $77.48 $8.29K - $9.3K
1.99K $141M
BKR
Baker Hughes CO

Energy
-700
- 23.12%
$35.98 - $44.88 $25.2K - $31.4K
2.33K $95.3M
AGNC
Agnc Investment Corp.

Real Estate
-803
- 16.83%
$9.21 - $10.59 $7.4K - $8.5K
3.97K $36.7M
Gsk PLC
-184
- 16.96%
N/A
901 $30.6M
OSW
Onespaworld Holdings LTD

Consumer Cyclical
-1.33K
- 33.26%
$16.15 - $20.36 $21.5K - $27.1K
2.67K $53.2M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-1.34K
- 47.51%
$17.13 - $34.23 $22.9K - $45.8K
1.48K $37.2M
PATH
Ui Path, Inc.

Technology
-986
- 98.6%
$11.95 - $15.5 $11.8K - $15.3K
14 $178K
PKB
Invesco Exchange Traded Fd Tr

ETFs
-152
- 58.24%
$75.72 - $88.37 $11.5K - $13.4K
109 $8.28M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-135
- 22.06%
$86.6 - $95.01 $11.7K - $12.8K
477 $42.5M
ERC
Allspring Multi Sector Income Fund

Financial Services
-1.17K
- 43.84%
$8.84 - $9.54 $10.4K - $11.2K
1.5K $13.4M
PHK
Pimco High Income Fund

Financial Services
-2.26K
- 30.26%
$4.85 - $5.16 $11K - $11.7K
5.21K $25.4M
MCO
Moodys Corp

Financial Services
-25
- 33.33%
$454.04 - $500.88 $11.4K - $12.5K
50 $23.7M
FIX
Comfort Systems Usa Inc

Industrials
-33
- 55.0%
$370.68 - $504.12 $12.2K - $16.6K
27 $11.6M
NEOG
Neogen Corp

Healthcare
-263
- 13.15%
$11.64 - $16.4 $3.06K - $4.31K
1.74K $21.4M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-135
- 4.32%
$41.17 - $43.34 $5.56K - $5.85K
2.99K $124M
OMC
Omnicom Group Inc.

Communication Services
-21
- 3.67%
$85.82 - $105.47 $1.8K - $2.21K
551 $47.3M
GM
General Motors CO

Consumer Cyclical
-392
- 29.34%
$44.82 - $60.2 $17.6K - $23.6K
944 $50.7M
DFAX
Dimensional ETF Tr
-228
- 9.6%
$24.76 - $27.04 $5.65K - $6.17K
2.15K $53.4M
FSCO
Fs Cr Opportunities Corp Com
-2.1K
- 21.5%
N/A
7.66K $51.4M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-213
- 21.28%
$33.67 - $37.35 $7.17K - $7.96K
788 $26.7M
OXLC
Oxford Lane Capital Corp.

Financial Services
-2.1K
- 95.46%
$5.05 - $5.45 $10.6K - $11.5K
100 $505K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-108
- 4.85%
$50.14 - $52.56 $5.42K - $5.68K
2.12K $107M
XLE
Energy Sector Spdr

ETFs
-64
- 3.31%
$83.32 - $97.27 $5.33K - $6.23K
1.87K $158M
FXN
First Tr Exchange Traded Fd Fi

ETFs
-632
- 11.97%
$15.42 - $18.08 $9.75K - $11.4K
4.65K $75.1M
SKX
Skechers Usa Inc

Consumer Cyclical
-145
- 45.89%
$59.24 - $72.0 $8.59K - $10.4K
171 $11.6M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-99
- 9.6%
$104.59 - $118.05 $10.4K - $11.7K
932 $101M
CRUS
Cirrus Logic, Inc.

Technology
-64
- 42.67%
$99.58 - $125.3 $6.37K - $8.02K
86 $8.62M
ITB
Ishares Tr

ETFs
-72
- 80.0%
$103.31 - $129.34 $7.44K - $9.31K
18 $1.86M
JUCY
ETF Ser Solutions Aptus Enhanc
-313
- 7.04%
N/A
4.13K $94.1M
VLUE
Ishares Msci Usa Value Factor

ETFs
-62
- 9.79%
$104.01 - $115.38 $6.45K - $7.15K
571 $60.1M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-74
- 9.12%
$47.92 - $55.17 $3.55K - $4.08K
737 $35.3M
UWMC
Uwm Holdings Corp

Financial Services
-420
- 17.82%
$5.65 - $8.33 $2.37K - $3.5K
1.94K $11.1M
IDME
ETF Ser Solutions Intl Drawdow

ETFs
-185
- 6.83%
N/A
2.53K $50.8M
PECO
Phillips Edison & Company, Inc.

Real Estate
-196
- 1.09%
$35.96 - $39.8 $7.05K - $7.8K
17.8K $663M
VXF
Vanguard Extended Market ETF

ETFs
-47
- 50.54%
$179.17 - $207.15 $8.42K - $9.74K
46 $8.75M
TXN
Texas Instruments Inc

Technology
-4
- 1.2%
N/A
328 $61.7M
SNY
Sanofi

Healthcare
-112
- 46.67%
$45.89 - $57.31 $5.14K - $6.42K
128 $6.19M
DBP
Invesco Db Precious Metals Fund

ETFs
-31
- 2.25%
$60.3 - $67.85 $1.87K - $2.1K
1.34K $81M
ENB
Enbridge Inc

Energy
-280
- 9.07%
$40.4 - $43.92 $11.3K - $12.3K
2.81K $118M
CLX
Clorox CO

Consumer Defensive
-42
- 14.63%
$156.51 - $169.74 $6.57K - $7.13K
245 $39.6M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
-241
- 7.16%
$39.5 - $41.38 $9.52K - $9.97K
3.13K $126M
SAN
Banco Santander, S.A.

Financial Services
-1.06K
- 25.66%
$4.49 - $5.05 $4.78K - $5.37K
3.08K $14M
DG
Dollar General Corp

Consumer Defensive
-49
- 16.39%
$73.27 - $84.47 $3.59K - $4.14K
250 $18.9M
GLW
Corning Inc

Technology
-200
- 21.19%
$44.11 - $49.76 $8.82K - $9.95K
744 $35.2M
FIS
Fidelity National Information Services, Inc.

Technology
-45
- 3.44%
$80.14 - $90.95 $3.61K - $4.09K
1.26K $102M
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
Track This Portfolio

Track Coppell Advisory Solutions LLC Portfolio

Follow Coppell Advisory Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coppell Advisory Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coppell Advisory Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email