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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.3B
$21.7 Billion 3.03% of portfolio
92,629
Q4 2024 Added 1,512.34%
$1.76T
$21.5 Billion 3.01% of portfolio
96,906
Q4 2024 Added 298.46%
$762B
$21.1 Billion 2.95% of portfolio
50,463
Q4 2024 Reduced 56.02%
$253B
$19.2 Billion 2.68% of portfolio
211,395
Q4 2024 Reduced 23.47%
$3.17T
$9.15 Billion 1.28% of portfolio
36,268
Q4 2024 Added 11.09%
$2.74T
$7.85 Billion 1.1% of portfolio
18,489
Q4 2024 Added 5.69%
$680B
$5.14 Billion 0.72% of portfolio
21,477
Q4 2024 Reduced 1.87%
$433B
$4.78 Billion 0.67% of portfolio
5,320
Q4 2024 Added 1,017.65%
-
$4.27 Billion 0.6% of portfolio
-
Q4 2024 Added 661.21%
$253B
$4 Billion 0.56% of portfolio
29,188
Q4 2024 Added 13.45%
$404B
$3.75 Billion 0.52% of portfolio
22,427
Q4 2024 Added 5.63%
$363B
$3.62 Billion 0.51% of portfolio
9,300
Q4 2024 Reduced 2.97%
$70.5B
$3.61 Billion 0.5% of portfolio
42,220
Q4 2024 Added 3,041.37%
$131B
$3.22 Billion 0.45% of portfolio
35,042
Q4 2024 Reduced 6.8%
$246B
$3.25 Billion 0.45% of portfolio
46,138
Q4 2024 Reduced 3.81%
$440B
$3.16 Billion 0.44% of portfolio
3,437
Q4 2024 Added 0.32%
$229B
$2.7 Billion 0.38% of portfolio
23,923
Q4 2024 Added 5.04%
$229B
$2.7 Billion 0.38% of portfolio
9,318
Q4 2024 Reduced 21.68%
$674B
$2.61 Billion 0.36% of portfolio
5,773
Q4 2024 Reduced 4.52%
$69.2B
$2.61 Billion 0.36% of portfolio
9,166
Q4 2024 Added 55.8%
$41.8B
$2.44 Billion 0.34% of portfolio
11,656
Q4 2024 Added 3.62%
$131B
$2.4 Billion 0.34% of portfolio
28,048
Q4 2024 Added 31.58%
$232B
$2.46 Billion 0.34% of portfolio
39,767
Q4 2024 Added 18.51%
$150B
$2.38 Billion 0.33% of portfolio
63,695
Q4 2024 Added 5.42%
$30.1B
$2.37 Billion 0.33% of portfolio
31,164
Q4 2024 Added 5.81%
$178B
$2.34 Billion 0.33% of portfolio
6,643
Q4 2024 Added 1.87%
$270B
$2.24 Billion 0.31% of portfolio
15,677
Q4 2024 Reduced 17.1%
$916M
$2.19 Billion 0.31% of portfolio
123,315
Q4 2024 Added 21.47%
$209B
$2.18 Billion 0.3% of portfolio
33,230
Q4 2024 Added 75.9%
$113B
$2.17 Billion 0.3% of portfolio
22,378
Q4 2024 Added 16.15%
$86.8B
$2.08 Billion 0.29% of portfolio
70,716
Q4 2024 Added 15.13%
$300B
$2.08 Billion 0.29% of portfolio
47,402
Q4 2024 Reduced 1.68%
$2.76B
$2.06 Billion 0.29% of portfolio
235,669
Q4 2024 Reduced 5.93%
$56.8B
$2.03 Billion 0.28% of portfolio
42,071
Q4 2024 Reduced 4.37%
$70.3B
$2.04 Billion 0.28% of portfolio
16,266
Q4 2024 Reduced 19.31%
$903B
$1.94 Billion 0.27% of portfolio
10,136
Q4 2024 Added 7.68%
$615M
$1.95 Billion 0.27% of portfolio
218,597
Q4 2024 Added 200,447.7%
$311M
$1.83 Billion 0.26% of portfolio
734,640
Q4 2024 Added 1,635.83%
$36B
$1.84 Billion 0.26% of portfolio
34,952
Q4 2024 Added 0.04%
$21.3B
$1.62 Billion 0.23% of portfolio
28,388
Q4 2024 Added 30.54%
$61.5B
$1.63 Billion 0.23% of portfolio
8,457
Q4 2024 Reduced 6.57%
$197B
$1.66 Billion 0.23% of portfolio
10,932
Q4 2024 Added 13.1%
$90.7B
$1.55 Billion 0.22% of portfolio
7,314
Q4 2024 Added 4.31%
$412B
$1.6 Billion 0.22% of portfolio
11,142
Q4 2024 Reduced 26.33%
$148B
$1.54 Billion 0.21% of portfolio
5,923
Q4 2024 Added 9.97%
$155B
$1.5 Billion 0.21% of portfolio
13,580
Q4 2024 Added 163.89%
$446B
$1.43 Billion 0.2% of portfolio
13,461
Q4 2024 Reduced 6.03%
$24.5B
$1.45 Billion 0.2% of portfolio
14,026
Q4 2024 Added 1.93%
$72B
$1.2 Billion 0.17% of portfolio
1,279
Q4 2024 Reduced 6.02%

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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