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
$1.31B
$53.6 Million 0.01% of portfolio
1,276
Q4 2024 Added 3.57%
$94.3B
$47.8 Million 0.01% of portfolio
455
Q4 2024 Added 7.57%
-
$50.8 Million 0.01% of portfolio
-
Q4 2024 Added 100.0%
$37B
$90.4 Million 0.01% of portfolio
765
Q4 2024 Reduced 21.38%
$18B
$41.9 Million 0.01% of portfolio
1,769
Q4 2024 Reduced 2.43%
$16.4B
$49.3 Million 0.01% of portfolio
185
Q4 2024 Added 224.56%
$31.2B
$42.5 Million 0.01% of portfolio
185
Q4 2024 Added 1,750.0%
$34.4B
$40.7 Million 0.01% of portfolio
1,064
Q4 2024 New
$399M
$43.6 Million 0.01% of portfolio
1,289
Q4 2024 Added 108.91%
$151B
$43.8 Million 0.01% of portfolio
88
Q3 2024 Added 319.05%
$301B
$37.3 Million 0.01% of portfolio
150
Q4 2024 Reduced 6.25%
$99.6B
$93.4 Million 0.01% of portfolio
875
Q4 2024 Added 8.02%
$0
$36.9 Million 0.01% of portfolio
1,726
Q2 2024 Reduced 35.81%
$8.98B
$83.3 Million 0.01% of portfolio
942
Q4 2024 Added 10.56%
$45.9B
$41.2 Million 0.01% of portfolio
266
Q4 2024 Added 7.69%
$0
$106 Million 0.01% of portfolio
4,495
Q2 2024 Added 12.52%
$93.5B
$82.8 Million 0.01% of portfolio
906
Q4 2024 Added 8.63%
$29.8B
$41.9 Million 0.01% of portfolio
426
Q4 2024 Added 2,942.86%
$148B
$52.7 Million 0.01% of portfolio
435
Q4 2024 Added 31.82%
$35.4B
$40.6 Million 0.01% of portfolio
220
Q3 2024 Added 105.61%
$3.38B
$80.3 Million 0.01% of portfolio
2,368
Q4 2024 Added 144.38%
$177B
$61.7 Million 0.01% of portfolio
328
Q4 2024 Reduced 1.2%
$11.1B
$40.8 Million 0.01% of portfolio
1,106
Q4 2023 New
$1.41B
$61.1 Million 0.01% of portfolio
1,249
Q4 2024 Added 58.3%
$47.6B
$43.2 Million 0.01% of portfolio
996
Q4 2024 Reduced 12.94%
$6.94B
$84.8 Million 0.01% of portfolio
3,010
Q4 2024 Added 222.96%
$149B
$97 Million 0.01% of portfolio
1,596
Q4 2024 Added 114.23%
$135B
$85.7 Million 0.01% of portfolio
374
Q4 2024 Added 2.47%
$41B
$89.7 Million 0.01% of portfolio
127
Q4 2024 Added 19.81%
$32.7B
$75.4 Million 0.01% of portfolio
649
Q4 2024 Added 15.69%
$31.3B
$72.2 Million 0.01% of portfolio
2,488
Q4 2024 Reduced 21.54%
$1.76B
$46.7 Million 0.01% of portfolio
1,283
Q4 2024 Added 91.49%
$0
$50.3 Million 0.01% of portfolio
3,540
Q4 2024 Added 77.89%
$3.78B
$40.5 Million 0.01% of portfolio
3,833
Q4 2024 Added 267.5%
$71.4B
$43.1 Million 0.01% of portfolio
796
Q4 2024 Added 3.38%
$38.4B
$43.8 Million 0.01% of portfolio
648
Q3 2024 Added 31.17%
$40.8B
$37.3 Million 0.01% of portfolio
279
Q3 2024 Added 88.51%
$11.7B
$36.5 Million 0.01% of portfolio
95
Q4 2024 New
$69.6B
$68.1 Million 0.01% of portfolio
420
Q4 2024 Added 17.98%
$28.8B
$65.2 Million 0.01% of portfolio
356
Q4 2024 Added 64.06%
$34.2B
$95.3 Million 0.01% of portfolio
1,037
Q4 2024 Added 281.25%
$1.24B
$80.6 Million 0.01% of portfolio
3,629
Q2 2024 Reduced 0.74%
$52.9B
$93.7 Million 0.01% of portfolio
1,178
Q4 2024 Added 20.08%
$8.3B
$85.2 Million 0.01% of portfolio
1,246
Q4 2024 Added 237.67%
$15.6B
$89.2 Million 0.01% of portfolio
1,031
Q4 2024 Added 123.64%
$77.2B
$53.8 Million 0.01% of portfolio
145
Q4 2024 Reduced 27.5%
$811M
$71.7 Million 0.01% of portfolio
7,260
Q3 2024 New
$45.4B
$37.9 Million 0.01% of portfolio
447
Q4 2024 Added 14.91%
$2.68B
$48.5 Million 0.01% of portfolio
602
Q4 2024 Added 17.12%

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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