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
$218B
$41.4 Million 0.01% of portfolio
83
Q3 2024 Reduced 57.44%
$56.7B
$87 Million 0.01% of portfolio
84
Q2 2024 Reduced 2.33%
$2.31B
$34.3 Million 0.01% of portfolio
686
Q4 2023 New
$7.73B
$63.9 Million 0.01% of portfolio
1,410
Q3 2024 Added 1,126.09%
$93.4B
$41.9 Million 0.01% of portfolio
104
Q3 2024 Added 420.0%
$6.14B
$50 Million 0.01% of portfolio
2,816
Q3 2024 Added 98.03%
$53.1B
$86.4 Million 0.01% of portfolio
871
Q3 2024 Reduced 34.41%
$0
$66.6 Million 0.01% of portfolio
1,330
Q3 2024 New
$2.14B
$38.2 Million 0.01% of portfolio
2,138
Q2 2024 Added 3.38%
$88.1B
$58.8 Million 0.01% of portfolio
371
Q3 2024 Added 43.8%
$169B
$93.5 Million 0.01% of portfolio
151
Q3 2024 Added 64.13%
$215B
$67.6 Million 0.01% of portfolio
141
Q3 2024 Added 123.81%
$38.3B
$84.5 Million 0.01% of portfolio
360
Q3 2024 Reduced 9.09%
$108B
$83.7 Million 0.01% of portfolio
107
Q3 2024 Added 494.44%
$142B
$36.5 Million 0.01% of portfolio
276
Q2 2024 Added 961.54%
$35.6B
$39.6 Million 0.01% of portfolio
1,119
Q3 2024 Added 172.93%
$1.4B
$44.2 Million 0.01% of portfolio
3,719
Q3 2024 Reduced 27.43%
$11.1B
$45.5 Million 0.01% of portfolio
55
Q3 2024 Reduced 21.43%
$11B
$54.1 Million 0.01% of portfolio
406
Q3 2024 Reduced 11.93%
$2.12B
$62.5 Million 0.01% of portfolio
682
Q3 2024 Reduced 3.94%
$34.3B
$73.1 Million 0.01% of portfolio
391
Q2 2024 Reduced 33.84%
$3.8B
$36.8 Million 0.01% of portfolio
2,000
Q3 2024 New
$52.2B
$48.2 Million 0.01% of portfolio
1,079
Q3 2024 Added 1.31%
$92.5B
$38.2 Million 0.01% of portfolio
151
Q3 2024 Added 7.09%
$510B
$69.6 Million 0.01% of portfolio
141
Q3 2024 Reduced 87.02%
$85.8B
$54.7 Million 0.01% of portfolio
112
Q3 2024 Added 700.0%
$69.2B
$48.7 Million 0.01% of portfolio
591
Q2 2024 Added 12.14%
$114B
$68.7 Million 0.01% of portfolio
639
Q3 2024 Reduced 1.24%
-
$44.1 Million 0.01% of portfolio
-
Q3 2024 Added 235.22%
$89.1B
$35.5 Million 0.01% of portfolio
75
Q3 2024 Reduced 15.73%
$233B
$68.2 Million 0.01% of portfolio
655
Q3 2024 Reduced 45.69%
$26B
$85.6 Million 0.01% of portfolio
938
Q3 2024 Added 119.16%
$5.85B
$97.4 Million 0.01% of portfolio
6,092
Q3 2024 New
$720M
$93.8 Million 0.01% of portfolio
5,690
Q3 2024 Added 0.3%
$14.1B
$50.3 Million 0.01% of portfolio
437
Q3 2024 Added 130.0%
$1.92B
$83.2 Million 0.01% of portfolio
28,000
Q2 2024 Added 86.67%
$215B
$69.8 Million 0.01% of portfolio
604
Q3 2024 Added 43.47%
$15B
$67.6 Million 0.01% of portfolio
1,134
Q2 2024 Reduced 27.91%
$8.63B
$71.6 Million 0.01% of portfolio
1,754
Q3 2024 Added 1.1%
$2.06B
$37.3 Million 0.01% of portfolio
902
Q4 2023 Added 1.81%
$46.9B
$99.3 Million 0.01% of portfolio
1,946
Q3 2024 Added 135.88%
$13.4B
$62.7 Million 0.01% of portfolio
847
Q3 2024 Added 20.48%
$17.6B
$58.7 Million 0.01% of portfolio
572
Q3 2024 Reduced 5.92%
$40.1B
$62.6 Million 0.01% of portfolio
599
Q3 2024 Reduced 2.44%
$11.6B
$61.9 Million 0.01% of portfolio
1,614
Q3 2024 Added 265.16%
$17.5B
$66.1 Million 0.01% of portfolio
379
Q3 2024 Added 75.46%
$1.91B
$39.5 Million 0.01% of portfolio
525
Q2 2023 New
$24.1B
$85.4 Million 0.01% of portfolio
2,598
Q3 2024 Added 1,838.81%
$38.3B
$71 Million 0.01% of portfolio
724
Q3 2024 Added 13.13%

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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