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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.1 Billion 6.93% of portfolio
1,037,851
Q3 2024 Added 337.68%
$0
$30.9 Billion 4.54% of portfolio
513,209
Q3 2024 Reduced 0.29%
$0
$23.2 Billion 3.41% of portfolio
427,287
Q3 2024 Added 1.96%
$0
$18.2 Billion 2.68% of portfolio
198,585
Q3 2024 Added 16.58%
$0
$18.1 Billion 2.66% of portfolio
606,514
Q3 2024 Added 2.21%
$0
$10.8 Billion 1.6% of portfolio
18,974
Q3 2024 Added 32.07%
$0
$10.2 Billion 1.51% of portfolio
481,975
Q3 2024 Added 18.99%
$0
$9.71 Billion 1.43% of portfolio
388,320
Q3 2024 Added 36.65%
$0
$8.35 Billion 1.23% of portfolio
183,693
Q3 2024 Added 26.51%
$0
$7.24 Billion 1.07% of portfolio
91,794
Q3 2024 Reduced 0.86%
$0
$7.04 Billion 1.04% of portfolio
14,467
Q3 2024 New
$0
$6.9 Billion 1.02% of portfolio
76,159
Q3 2024 Reduced 1.31%
$0
$6.92 Billion 1.02% of portfolio
13,171
Q3 2024 Reduced 3.06%
$0
$6.5 Billion 0.96% of portfolio
62,558
Q3 2024 Reduced 2.49%
$0
$6.28 Billion 0.92% of portfolio
109,181
Q3 2024 Added 9.54%
$0
$5.56 Billion 0.82% of portfolio
69,214
Q3 2024 Added 0.15%
$0
$5.33 Billion 0.78% of portfolio
91,596
Q3 2024 Added 0.0%
$0
$4.56 Billion 0.67% of portfolio
21,559
Q3 2024 Added 1.96%
$0
$4.55 Billion 0.67% of portfolio
67,717
Q3 2024 Added 39.21%
$0
$4.09 Billion 0.6% of portfolio
8,401
Q3 2024 Reduced 62.1%
$0
$3.12 Billion 0.46% of portfolio
28,021
Q3 2024 Reduced 13.51%
$0
$3.15 Billion 0.46% of portfolio
79,901
Q3 2024 Added 3.18%
$0
$3.15 Billion 0.46% of portfolio
53,086
Q3 2024 Added 16.0%
$0
$3.08 Billion 0.45% of portfolio
16,063
Q3 2024 Added 54.33%
$0
$3.05 Billion 0.45% of portfolio
66,382
Q3 2024 Reduced 12.71%
$0
$3.07 Billion 0.45% of portfolio
11,718
Q3 2024 Reduced 0.79%
$0
$2.97 Billion 0.44% of portfolio
123,094
Q3 2024 Added 5.16%
$0
$2.89 Billion 0.43% of portfolio
26,154
Q3 2024 Reduced 16.88%
$0
$2.92 Billion 0.43% of portfolio
35,456
Q3 2024 Reduced 3.01%
$0
$2.94 Billion 0.43% of portfolio
115,669
Q3 2024 Reduced 13.61%
$0
$2.66 Billion 0.39% of portfolio
26,403
Q3 2024 Reduced 13.07%
$0
$2.66 Billion 0.39% of portfolio
35,340
Q3 2024 Added 7.71%
$0
$2.45 Billion 0.36% of portfolio
44,679
Q3 2024 Added 19.56%
$0
$2.35 Billion 0.35% of portfolio
43,916
Q3 2024 Added 0.97%
$0
$2.17 Billion 0.32% of portfolio
28,664
Q3 2024 Reduced 10.89%
$0
$2.12 Billion 0.31% of portfolio
103,697
Q3 2024 Added 13.69%
$0
$2.02 Billion 0.3% of portfolio
17,205
Q3 2024 Added 107.71%
$0
$1.89 Billion 0.28% of portfolio
37,413
Q3 2024 Added 6,013.24%
$0
$1.75 Billion 0.26% of portfolio
10,213
Q3 2024 Added 2,308.73%
$0
$1.8 Billion 0.26% of portfolio
28,897
Q3 2024 Added 14.65%
$0
$1.69 Billion 0.25% of portfolio
23,690
Q3 2024 Added 6,462.33%
$0
$1.6 Billion 0.24% of portfolio
15,795
Q3 2024 Reduced 13.53%
$0
$1.57 Billion 0.23% of portfolio
16,048
Q3 2024 Reduced 18.38%
$0
$1.56 Billion 0.23% of portfolio
8,969
Q3 2024 Added 0.98%
$0
$1.52 Billion 0.22% of portfolio
15,346
Q3 2024 Reduced 3.46%
$0
$1.47 Billion 0.22% of portfolio
3,855
Q3 2024 Added 25.53%
$0
$1.4 Billion 0.21% of portfolio
23,741
Q3 2024 Reduced 66.38%
$0
$1.42 Billion 0.21% of portfolio
29,670
Q3 2024 Added 18.99%
$0
$1.4 Billion 0.21% of portfolio
27,572
Q3 2024 New

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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