Coppell Advisory Solutions LLC Portfolio Holdings

Coppell Advisory Solutions LLC

  • $716 Billion
  • Q4 2024

Coppell Advisory Solutions LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $716 Billion distributed in 1985 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 $85.9B, First Tr Enhanced Traded Fd Iv with a value of $30.3B, Ft Cboe Vest S&P 500 Dividend with a value of $23B, Broadcom Inc. with a value of $21.7B, and Amazon Com Inc with a value of $21.5B.

Examining the 13F form we can see an increase of $35.9B in the current position value, from $680B to 716B.

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 $716 Billion
ETFs: $423 Billion
Technology: $60.8 Billion
Consumer Cyclical: $55.5 Billion
Consumer Defensive: $31.1 Billion
Financial Services: $29.5 Billion
Healthcare: $19.8 Billion
Energy: $18 Billion
Industrials: $14 Billion
Other: $31.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$196B
$156 Million 0.02% of portfolio
6,886
Q4 2024 Added 79.23%
$6.1B
$142 Million 0.02% of portfolio
2,025
Q4 2024 Added 5.19%
$9.49B
$173 Million 0.02% of portfolio
1,598
Q4 2024 Added 179.86%
$133B
$152 Million 0.02% of portfolio
929
Q4 2024 Reduced 6.54%
$0
$139 Million 0.02% of portfolio
3,932
Q4 2024 Reduced 89.41%
$2.81B
$172 Million 0.02% of portfolio
6,417
Q4 2024 Reduced 1.53%
$59.2B
$111 Million 0.02% of portfolio
1,623
Q4 2024 Added 33.14%
$171B
$163 Million 0.02% of portfolio
447
Q4 2024 Reduced 10.78%
$33.9B
$116 Million 0.02% of portfolio
1,918
Q4 2024 Added 302.1%
$1.39B
$155 Million 0.02% of portfolio
2,574
Q4 2024 Reduced 4.31%
$558M
$123 Million 0.02% of portfolio
10,966
Q4 2024 Added 11.07%
$75.7B
$149 Million 0.02% of portfolio
1,641
Q4 2024 Reduced 2.15%
$7.92B
$138 Million 0.02% of portfolio
2,720
Q4 2024 Added 139.86%
$2.08B
$143 Million 0.02% of portfolio
12,450
Q4 2024 Reduced 93.13%
$24.5B
$136 Million 0.02% of portfolio
1,187
Q4 2024 Added 2.33%
$29.2B
$109 Million 0.02% of portfolio
1,791
Q4 2024 Added 13.0%
$0
$124 Million 0.02% of portfolio
2,993
Q4 2024 Reduced 4.32%
$0
$149 Million 0.02% of portfolio
5,319
Q4 2024 Added 4.34%
$0
$126 Million 0.02% of portfolio
3,127
Q4 2024 Reduced 7.16%
$0
$133 Million 0.02% of portfolio
4,828
Q4 2024 Reduced 7.83%
$94.3B
$118 Million 0.02% of portfolio
2,808
Q4 2024 Reduced 9.07%
$559M
$177 Million 0.02% of portfolio
4,163
Q4 2023 New
$26.8B
$141 Million 0.02% of portfolio
1,985
Q4 2024 Reduced 5.7%
$7.66B
$170 Million 0.02% of portfolio
1,537
Q4 2024 Reduced 5.42%
$56.5B
$136 Million 0.02% of portfolio
484
Q4 2024 Reduced 16.55%
$0
$168 Million 0.02% of portfolio
7,113
Q4 2024 Reduced 9.05%
$0
$128 Million 0.02% of portfolio
5,016
Q4 2024 New
$0
$119 Million 0.02% of portfolio
2,747
Q4 2023 New
$0
$121 Million 0.02% of portfolio
10,737
Q4 2024 Added 24.04%
$0
$130 Million 0.02% of portfolio
8,544
Q4 2024 Added 225.11%
First Trust Exchange Traded Al Euro Alphadex ETF
-
$108 Million 0.02% of portfolio
-
Q4 2023 Added 570.93%
$0
$133 Million 0.02% of portfolio
3,750
Q4 2024 Added 11.77%
$0
$120 Million 0.02% of portfolio
3,539
Q4 2024 Added 298.54%
First Trust Preferred Securities And Income ETF
-
$113 Million 0.02% of portfolio
-
Q4 2024 New
Ft Vest Us Equity Max Buffer ETF
-
$124 Million 0.02% of portfolio
-
Q4 2024 New
$0
$129 Million 0.02% of portfolio
6,488
Q4 2024 Added 309.85%
$951M
$147 Million 0.02% of portfolio
11,722
Q3 2024 Reduced 24.29%
$74.7B
$119 Million 0.02% of portfolio
451
Q4 2024 Reduced 15.23%
$774M
$144 Million 0.02% of portfolio
20,098
Q3 2024 Reduced 25.24%
$53.8B
$134 Million 0.02% of portfolio
127
Q4 2024 Added 51.19%
$0
$109 Million 0.02% of portfolio
7,163
Q4 2024 Reduced 44.9%
$0
$120 Million 0.02% of portfolio
6,357
Q4 2024 Added 377.97%
-
$132 Million 0.02% of portfolio
-
Q3 2024 New
$642M
$132 Million 0.02% of portfolio
11,591
Q4 2024 New
$0
$161 Million 0.02% of portfolio
1,400
Q4 2024 Added 51.19%
$0
$159 Million 0.02% of portfolio
2,273
Q4 2024 Reduced 90.41%
$53.3B
$131 Million 0.02% of portfolio
2,658
Q4 2024 Added 513.86%
$0
$144 Million 0.02% of portfolio
3,258
Q4 2024 Reduced 27.34%
$0
$141 Million 0.02% of portfolio
4,433
Q4 2024 Reduced 35.37%

Summary

  • Portfolio
  • No. of Stocks 1,985
  • Current Value $716 Billion
  • Prior Value $680 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 237 stocks
  • Additional Purchases 535 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 408 stocks
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