Coppell Advisory Solutions LLC Purchases in Q4 2024

Coppell Advisory Solutions LLC

  • $716 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ROP
Roper Technologies Inc

Industrials
161
+ 22.18%
$519.85 - $575.95 $83.7K - $92.7K
887 $461M
NVT
N Vent Electric PLC

Industrials
877
+ 237.67%
$67.69 - $79.19 $59.4K - $69.4K
1.25K $85.2M
DFS
Discover Financial Services

Financial Services
306
+ 170.95%
$136.3 - $182.67 $41.7K - $55.9K
485 $83.6M
VGT
Vanguard Information Technolog

ETFs
43
+ 5.88%
$571.78 - $647.97 $24.6K - $27.9K
774 $486M
SCHW
Schwab Charles Corp

Financial Services
563
+ 35.72%
$63.31 - $82.85 $35.6K - $46.6K
2.14K $159M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
442
+ 165.54%
$131.66 - $144.0 $58.2K - $63.6K
709 $93.3M
MINO
Pimco ETF Tr Municipal Income

ETFs
1.23K
New
$44.94 - $46.07 $55.1K - $56.4K
1.23K $55.5M
PKW
Invesco Exchange Traded Fd Tr

ETFs
474
+ 51.19%
$114.02 - $125.22 $54K - $59.4K
1.4K $161M
MIDD
Middleby Corp

Industrials
417
+ 220.63%
$129.7 - $146.97 $54.1K - $61.3K
606 $82.2M
RDVY
First Trust Rising Dividend Ac

ETFs
905
+ 3.81%
$58.65 - $64.37 $53.1K - $58.3K
24.6K $1.45B
CRWD
Crowd Strike Holdings, Inc.

Technology
39
+ 6.04%
$275.15 - $388.2 $10.7K - $15.1K
685 $239M
LQD
Ishares Iboxx $ Investment Gra

ETFs
579
+ 45.59%
$106.56 - $113.11 $61.7K - $65.5K
1.85K $198M
SLB
Schlumberger Limited

Energy
1.7K
+ 73.09%
$36.83 - $45.59 $62.7K - $77.6K
4.03K $152M
IAUX
I 80 Gold Corp.
5.03K
+ 377.97%
$0.35 - $1.19 $1.76K - $5.98K
6.36K $120M
Yield Max Dis Option Income Strategy ETF
3.08K
+ 107.65%
N/A
5.95K $99.1M
RFEM
First Trust Iii Riverfront Dyn

ETFs
1.17K
+ 32.84%
$62.89 - $68.65 $73.3K - $80K
4.71K $299M
KLAC
Kla Corp

Technology
107
+ 100.0%
$614.46 - $829.55 $65.7K - $88.8K
214 $136M
Verisign Com
247
New
N/A
247 $50.7M
CDNS
Cadence Design Systems Inc

Technology
158
+ 179.55%
$249.1 - $324.54 $39.4K - $51.3K
246 $74.3M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
1.4K
+ 144.38%
$32.63 - $37.1 $45.6K - $51.9K
2.37K $80.3M
IDEV
Ishares Core Msci Intl Develop

ETFs
791
+ 190.14%
$64.18 - $70.42 $50.8K - $55.7K
1.21K $77.8M
Yieldmax Xom Option Income Strategy ETF
3.81K
+ 140.29%
N/A
6.52K $93.9M
ADSK
Autodesk, Inc.

Technology
151
+ 119.84%
N/A
277 $82.4M
APH
Amphenol Corp

Technology
692
New
$62.07 - $75.35 $43K - $52.1K
692 $48.1M
VONV
Vanguard Russell 1000 Value Et

ETFs
590
New
$80.87 - $87.69 $47.7K - $51.7K
590 $47.8M
VDC
Vanguard Consumer Staples ETF

ETFs
260
+ 25.32%
$210.96 - $223.62 $54.8K - $58.1K
1.29K $272M
GWW
W.W. Grainger, Inc.

Industrials
43
+ 51.19%
$1023.06 - $1220.93 $44K - $52.5K
127 $134M
SPMD
Spdr Portfolio

ETFs
862
+ 1231.43%
$54.13 - $59.56 $46.7K - $51.3K
932 $50.9M
PPA
Invesco Exchange Traded Fd Tr

ETFs
399
+ 18.96%
$113.79 - $124.5 $45.4K - $49.7K
2.5K $288M
MS
Morgan Stanley

Financial Services
255
+ 38.93%
$104.42 - $134.99 $26.6K - $34.4K
910 $115M
PODD
Insulet Corp

Healthcare
162
+ 135.0%
$227.79 - $275.7 $36.9K - $44.7K
282 $74.3M
IPAR
Inter Parfums Inc

Consumer Defensive
347
+ 210.3%
$118.08 - $139.92 $41K - $48.6K
512 $66.9M
LOW
Lowes Companies Inc

Consumer Cyclical
351
+ 17.45%
$244.52 - $284.07 $85.8K - $99.7K
2.36K $583M
SHYD
Vaneck Short High Yield Muni E

ETFs
1.99K
+ 546.43%
$22.45 - $22.81 $44.7K - $45.4K
2.35K $53.1M
Yield Max Nflx Option Income Strategy ETF
2.43K
New
N/A
2.43K $44.5M
NTRS
Northern Trust Corp

Financial Services
431
New
$88.4 - $111.16 $38.1K - $47.9K
431 $44.3M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
624
+ 116.85%
$75.65 - $83.47 $47.2K - $52.1K
1.16K $88.1M
COF
Capital One Financial Corp

Financial Services
224
+ 246.15%
$145.19 - $192.01 $32.5K - $43K
315 $56.4M
BWXT
Bwx Technologies, Inc.

Industrials
254
+ 6.4%
$111.39 - $133.28 $28.3K - $33.9K
4.23K $474M
FDL
First Tr Morningstar Dividend

ETFs
1.66K
+ 11.78%
$39.59 - $43.95 $65.8K - $73K
15.8K $631M
AGM
Federal Agricultural Mortgage Corp

Financial Services
633
+ 54.15%
$181.72 - $216.45 $115K - $137K
1.8K $96.7M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
2.11K
+ 253.18%
$20.05 - $20.15 $42.3K - $42.5K
2.94K $59.1M
NSC
Norfolk Southern Corp

Industrials
185
+ 179.61%
$230.6 - $277.0 $42.7K - $51.2K
288 $67.2M
MDB
Mongo Db, Inc.

Technology
182
+ 364.0%
$232.81 - $350.13 $42.4K - $63.7K
232 $54.3M
HNDL
Strategy Shs

ETFs
1.91K
+ 2685.92%
$21.25 - $22.4 $40.5K - $42.7K
1.98K $42.3M
HOOD
Robinhood Markets, Inc.

Technology
1.06K
New
$22.33 - $43.2 $23.8K - $46K
1.06K $40.7M
STT
State Street Corp

Financial Services
412
+ 2942.86%
$85.96 - $100.78 $35.4K - $41.5K
426 $41.9M
UBER
Uber Technologies, Inc

Technology
851
+ 114.23%
$59.93 - $86.34 $51K - $73.5K
1.6K $97M
SYLD
Cambria Shareholder Yld ETF

ETFs
736
+ 31.25%
$68.06 - $76.27 $50.1K - $56.1K
3.09K $210M
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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