Coppell Advisory Solutions LLC Portfolio Holdings

Coppell Advisory Solutions LLC

  • $680 Billion
  • Q3 2024

Coppell Advisory Solutions LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $680 Billion distributed in 1885 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 $47.1B, First Tr Enhanced Traded Fd Iv with a value of $30.9B, Tesla, Inc. with a value of $29.9B, Ft Cboe Vest S&P 500 Dividend with a value of $23.2B, and Walmart Inc. with a value of $22B.

Examining the 13F form we can see an increase of $73.3B in the current position value, from $606B to 680B.

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 $680 Billion
ETFs: $388 Billion
Technology: $64.3 Billion
Consumer Cyclical: $52.1 Billion
Healthcare: $40.2 Billion
Consumer Defensive: $34.6 Billion
Financial Services: $22.3 Billion
Energy: $16 Billion
Industrials: $15 Billion
Other: $33.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.3T
$29.9 Billion 4.4% of portfolio
114,736
Q3 2024 Added 5,117.64%
$255B
$22 Billion 3.24% of portfolio
276,238
Q3 2024 Added 1,069.26%
$503B
$21.1 Billion 3.11% of portfolio
125,213
Q3 2024 Added 4,425.23%
$496B
$20.4 Billion 3.01% of portfolio
35,127
Q3 2024 Added 2,430.76%
$3.33T
$7.49 Billion 1.1% of portfolio
17,493
Q3 2024 Reduced 7.64%
$3.59T
$7.44 Billion 1.09% of portfolio
32,647
Q3 2024 Reduced 77.44%
$269B
$6.19 Billion 0.91% of portfolio
30,179
Q3 2024 Added 9,072.95%
$256B
$5.83 Billion 0.86% of portfolio
109,898
Q3 2024 Added 2,253.28%
$203B
$5.22 Billion 0.77% of portfolio
10,132
Q3 2024 Added 2,580.42%
$780B
$4.61 Billion 0.68% of portfolio
21,886
Q3 2024 Added 3.61%
$2.4T
$4.57 Billion 0.67% of portfolio
24,320
Q3 2024 Added 52.88%
$424B
$3.83 Billion 0.56% of portfolio
9,585
Q3 2024 Added 0.48%
$394B
$3.68 Billion 0.54% of portfolio
21,232
Q3 2024 Added 1.54%
$209B
$3.61 Billion 0.53% of portfolio
11,897
Q3 2024 Added 34.86%
$116B
$3.14 Billion 0.46% of portfolio
37,598
Q3 2024 Reduced 0.98%
$367B
$3.12 Billion 0.46% of portfolio
25,727
Q3 2024 Reduced 89.75%
$600B
$2.75 Billion 0.4% of portfolio
6,046
Q3 2024 Added 179.0%
$305B
$2.75 Billion 0.4% of portfolio
18,911
Q3 2024 Added 10.9%
$97.5B
$2.71 Billion 0.4% of portfolio
20,158
Q3 2024 Added 7.14%
$39.2B
$2.64 Billion 0.39% of portfolio
29,454
Q3 2024 Added 3.05%
$152B
$2.63 Billion 0.39% of portfolio
12,662
Q3 2024 Added 2.0%
$42.1B
$2.64 Billion 0.39% of portfolio
11,249
Q3 2024 Added 3.46%
$294B
$2.68 Billion 0.39% of portfolio
47,964
Q3 2024 Added 7.44%
$216B
$2.56 Billion 0.38% of portfolio
22,776
Q3 2024 Added 3.38%
$183B
$2.57 Billion 0.38% of portfolio
21,316
Q3 2024 Added 9.76%
$165B
$2.52 Billion 0.37% of portfolio
60,422
Q3 2024 Added 1.94%
$383B
$2.44 Billion 0.36% of portfolio
15,124
Q3 2024 Added 4.04%
$229B
$2.28 Billion 0.34% of portfolio
6,521
Q3 2024 Added 0.45%
$237B
$2.22 Billion 0.33% of portfolio
33,555
Q3 2024 Added 7.86%
$2.63B
$2.2 Billion 0.32% of portfolio
250,515
Q3 2024 Added 5,877.45%
$33.4B
$2.19 Billion 0.32% of portfolio
34,939
Q3 2024 Added 4.29%
$132B
$2.02 Billion 0.3% of portfolio
19,266
Q3 2024 Added 11.38%
$1.9B
$1.98 Billion 0.29% of portfolio
181,264
Q3 2024 New
$72B
$2 Billion 0.29% of portfolio
43,993
Q3 2024 Added 4.37%
$96.5B
$1.93 Billion 0.28% of portfolio
61,422
Q3 2024 Added 9,588.01%
$372B
$1.9 Billion 0.28% of portfolio
48,212
Q3 2024 Added 1.76%
$1.32B
$1.92 Billion 0.28% of portfolio
101,520
Q3 2024 Added 17,464.01%
$11.6B
$1.92 Billion 0.28% of portfolio
44,847
Q3 2024 Added 3,609.43%
$149B
$1.74 Billion 0.26% of portfolio
5,386
Q3 2024 Reduced 31.99%
$32.9B
$1.75 Billion 0.26% of portfolio
21,746
Q3 2024 Added 13.86%
$117B
$1.63 Billion 0.24% of portfolio
7,012
Q3 2024 Added 0.53%
$459B
$1.66 Billion 0.24% of portfolio
14,325
Q3 2024 Reduced 14.35%
$60.6B
$1.64 Billion 0.24% of portfolio
5,883
Q3 2024 Added 0.24%
$32.4B
$1.61 Billion 0.24% of portfolio
13,760
Q3 2024 Reduced 7.44%
$79.9B
$1.66 Billion 0.24% of portfolio
9,052
Q3 2024 Reduced 1.7%
$205B
$1.64 Billion 0.24% of portfolio
9,666
Q3 2024 Added 5.5%
$1.18T
$1.54 Billion 0.23% of portfolio
9,413
Q3 2024 Added 3.43%
$213B
$1.47 Billion 0.22% of portfolio
18,891
Q3 2024 Added 1.01%
$266B
$1.41 Billion 0.21% of portfolio
19,589
Q3 2024 Added 170.38%

Summary

  • Portfolio
  • No. of Stocks 1,885
  • Current Value $680 Billion
  • Prior Value $606 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 194 stocks
  • Additional Purchases 431 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 430 stocks
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