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Coppell Advisory Solutions

Latest statistics and disclosures from Coppell Advisory Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are FIXD, FTSM, TSLA, KNG, WMT, and represent 22.54% of Coppell Advisory Solutions's stock portfolio.
Added to shares of these 10 stocks: FIXD (+$36M), TSLA (+$29M), ORCL (+$21M), WMT (+$20M), UNH (+$20M), QQQJ (+$7.0M), TMUS (+$6.1M), CSCO (+$5.6M), ADBE (+$5.0M), EVE.U.
Started 194 new stock positions in GLDM, ALNY, ICSH, TCMD, NVT, USFD, PBE, ICVT, PSCT, PSEP.
Reduced shares in these 10 stocks: GOOG (-$32M), NVDA (-$27M), AAPL (-$26M), LLY (-$23M), QQQ (-$6.7M), QCOM, FTC, VEU, RDVY, XMMO.
Sold out of its positions in PlantX Life, AMLP, Alliancebernstein Natl Muni In, AFRM, Altana, APH, ANAB, APO, ARQT, AUST.
Coppell Advisory Solutions was a net buyer of stock by $55M.
Coppell Advisory Solutions has $679M in assets under management (AUM), dropping by 12.03%.
Central Index Key (CIK): 0001848433

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Positions held by Coppell Advisory Solutions consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Coppell Advisory Solutions

Coppell Advisory Solutions holds 1877 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Coppell Advisory Solutions has 1877 total positions. Only the first 250 positions are shown.

Sign up to view all of the Coppell Advisory Solutions Sept. 30, 2024 positions
Download the Coppell Advisory Solutions September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchange Traded Fd Vi Tcw Opportunis Etf Fixd (FIXD)	6.9	$47M	+337%	1.0M	45.40	View chart
First Tr Exchange Traded Fd Iv First Tr Enh New Etf FTSM (FTSM)	4.5	$31M		513k	60.15	View chart
Tesla Tsla (TSLA)	4.4	$30M	+5117%	115k	260.46	View chart
Kingsmen Resources Ord KNG (KNG)	3.4	$23M		427k	54.32	View chart
Walmart WMT (WMT)	3.2	$22M	+1069%	276k	79.78	View chart
Oracle Corp Orcl (ORCL)	3.1	$21M	+4425%	125k	168.74	View chart
Unitedhealth Group Unh (UNH)	3.0	$20M	+2430%	35k	581.85	View chart
Spdr Series Trust Spdr Bloomberg Etf Bil (BIL)	2.7	$18M	+16%	199k	91.80	View chart
First Tr Exchange Traded Fd Vi Ft Cboe Vest U S Eq Bufer S Bufr (BUFR)	2.7	$18M	+2%	607k	29.83	View chart
SPDR S&P 500 ETF Trust Spy (SPY)	1.6	$11M	+32%	19k	571.47	View chart
Etf Series Solutions Aam Lw Dur Pfd Etf PFLD (PFLD)	1.5	$10M	+18%	482k	21.26	View chart
Ft Cboe Vest Fund Of Deep Buffer Etf Bufd (BUFD)	1.4	$9.7M	+36%	388k	25.00	View chart
First Tst Value Li Shs Etf FVD (FVD)	1.2	$8.3M	+26%	184k	45.45	View chart
Microsoft Corp MSFT (MSFT)	1.1	$7.5M	-7%	18k	428.03	View chart
Apple Aapl (AAPL)	1.1	$7.4M	-77%	33k	227.79	View chart
First Trust Large Cap Value Al Com Shs Etf Fta (FTA)	1.1	$7.2M		92k	78.91	View chart
Invesco Qqq Trust Unit Ser 1 Etf QQQ (QQQJ)	1.0	$7.0M	NEW	15k	486.75	View chart
Vanguard S&p 500 Etf Voo (VOO)	1.0	$6.9M	-3%	13k	525.38	View chart
First Trust Exchange-traded Fu Cap Strength Etf FTCS (FTCS)	1.0	$6.9M		76k	90.60	View chart
First Trust Portfolios Lrge Cp Core Alpha Com Shs Etf Fex (FEX)	1.0	$6.5M	-2%	63k	103.92	View chart
Ishares Trust Msci Acwi Ex Us Etf Acwx (ACWX)	0.9	$6.3M	+9%	109k	57.56	View chart
T-mobile Us Tmus (TMUS)	0.9	$6.2M	+9072%	30k	205.18	View chart
Cisco Systems Csco (CSCO)	0.9	$5.8M	+2253%	110k	53.02	View chart
First Tr Exchange Traded Fd Vi Nasd Tech Div Etf Tdiv (TDIV)	0.8	$5.6M		69k	80.34	View chart
Ishares Trust Core S&p500 Etf Ivv (IVV)	0.8	$5.5M	-2%	9.7k	574.09	View chart
First Trust Exchange-traded Al Dev Mrk Ex Us Etf FDT (FDT)	0.8	$5.3M		92k	58.17	View chart
Adobe Adbe (ADBE)	0.8	$5.2M	+2580%	10k	515.47	View chart
Jp Morgan Chase & Co JPM (JPM)	0.7	$4.6M	+3%	22k	210.50	View chart
Amazon Amzn (AMZN)	0.7	$4.6M	+52%	24k	187.97	View chart
First Trust Exchange-traded Fu Dj Internt Idx Etf FDN (FDN)	0.7	$4.6M		22k	211.57	View chart
Spdr Series Trust Portfolio S&p 500 Etf SPLG (SPLG)	0.7	$4.6M	+39%	68k	67.22	View chart
Invesco Qqq Trust Unit Ser 1 Etf QQQ (QQQ)	0.6	$4.1M	-62%	8.4k	486.75	View chart
Home Depot HD (HD)	0.6	$3.8M		9.6k	399.52	View chart
Procter & Gamble PG (PG)	0.5	$3.7M		21k	173.55	View chart
Mcdonalds Corporation MCD (MCD)	0.5	$3.6M	+34%	12k	303.68	View chart
Jp Morgan Etf Trust Equity Premium Income Etf Jepi (JEPI)	0.5	$3.2M	+16%	53k	59.41	View chart
First Trust Exchange-traded Al Europe Alphadex Etf Fep (FEP)	0.5	$3.1M	+3%	80k	39.38	View chart
Gilead Sciences Gild (GILD)	0.5	$3.1M		38k	83.61	View chart
Vanguard Allwrld Ex Us Etf Veu (EVE.U)	0.5	$3.1M	NEW	50k	63.38	View chart
Nvidia Corp Nvda (NVDA)	0.5	$3.1M	-89%	26k	121.40	View chart
First Trust Exch Traded Fund 2 Hlth Care Alph Etf FXH (FXH)	0.5	$3.1M	-13%	28k	111.45	View chart
First Trust Portfolios Shs Etf Qtec (QTEC)	0.5	$3.1M	+54%	16k	192.04	View chart
Vanguard Large Cap Etf VV (VV)	0.5	$3.1M		12k	262.11	View chart
First Tr Exchange Traded Fd Iv Senior Ln Fd Etf FTSL (FTSL)	0.4	$3.0M	-12%	66k	45.90	View chart
Costco Wholesale Corp Cost (COST)	0.4	$3.0M	-11%	3.4k	885.56	View chart
Ft Vest Us Equity Max Buffer Etf Marm (MARM)	0.4	$3.0M	+15%	98k	30.45	View chart
First Trust Exchange-traded Al Emerg Mkt Alph Etf Fem (FEM)	0.4	$3.0M	+5%	123k	24.13	View chart
Vaneck Vectors Etf Trust Invt Grade Fltg Etf FLTR (FLTR)	0.4	$2.9M	-13%	116k	25.46	View chart
Spdr Series Trust Prtflo S&p500 Gw Etf Spyg (SPYG)	0.4	$2.9M	-3%	36k	82.49	View chart
Ishares Trust Short Treas Bd Etf SHV (SHV)	0.4	$2.9M	-16%	26k	110.63	View chart
Jpmorgn Hedgd Eqty Lad Helo (HELO)	0.4	$2.8M	+9%	45k	60.94	View chart
Chevron Corporation CVX (CVX)	0.4	$2.8M	+10%	19k	145.49	View chart
United Parcel Service Inc Com Cl B Ups (UPS)	0.4	$2.7M	+7%	20k	134.26	View chart
Wells Fargo & Company WFC (WFC)	0.4	$2.7M	+7%	48k	55.90	View chart
Vanguard Total Bnd Mrkt Etf BND (BND)	0.4	$2.7M	+7%	35k	75.28	View chart
Pimco Etf Trust Enhan Shrt Ma Ac Etf Mint (MINT)	0.4	$2.7M	-13%	26k	100.67	View chart
L3 Harris Technologies LHX (LHX)	0.4	$2.6M	+3%	11k	234.99	View chart
Dupont De Nemours DD (DD)	0.4	$2.6M	+3%	30k	89.54	View chart
Honeywell International Hon (HON)	0.4	$2.6M		13k	207.63	View chart
Novo Nordisk A/s Nvo (NVO)	0.4	$2.6M	+9%	21k	120.76	View chart
Abbot Laboratories Abt (ABT)	0.4	$2.6M	+3%	23k	112.43	View chart
Comcast Corp Com Cl A Cmcsa (CMCSA)	0.4	$2.5M		60k	41.64	View chart
Berkshire Hathaway BRK.B (BRK.B)	0.4	$2.5M	+179%	6.0k	415.12	View chart
Jp Morgan Etf Trust Nasdaq Equity Premium Incom Jepq (JEPQ)	0.4	$2.4M	+19%	45k	54.80	View chart
Johnson & Johnson JNJ (JNJ)	0.4	$2.4M	+4%	15k	161.40	View chart
First Trust Exchange-traded Al Japan Alphadex Etf FJP (FJP)	0.3	$2.3M		44k	53.47	View chart
Accenture Acn (ACN)	0.3	$2.3M		6.5k	349.70	View chart
Shell Shel (SHEL)	0.3	$2.2M	+7%	34k	66.11	View chart
Goodyear Tire & Rubber GT (GT)	0.3	$2.2M	+5877%	251k	8.77	View chart
Realty Income Corp Common Stk O (O)	0.3	$2.2M	+4%	35k	62.73	View chart
First Trust Exch Traded Fund 2 Indls Prod Dur Etf FXR (FXR)	0.3	$2.2M	-10%	29k	75.75	View chart
Zega Buy And Hedge Etf ZHDG (ZHDG)	0.3	$2.1M	+13%	104k	20.41	View chart
Conocophillips Cop (COP)	0.3	$2.0M	+11%	19k	104.72	View chart
Ishares Trust Rus Md Cp Gr Etf Iwp (IWP)	0.3	$2.0M	+107%	17k	117.24	View chart
Us Bancorp Usb (USB)	0.3	$2.0M	+4%	44k	45.48	View chart
Dana Dan (DAN)	0.3	$2.0M	NEW	181k	10.92	View chart
BP BP (BP)	0.3	$1.9M	+9588%	61k	31.42	View chart
Delek US Holdings DK (DK)	0.3	$1.9M	+17464%	102k	18.89	View chart
Magna International Mga (MGA)	0.3	$1.9M	+3609%	45k	42.73	View chart
Bank Of America Corporation Bac (BAC)	0.3	$1.9M		48k	39.40	View chart
Invesco Exchange Traded Fund T S&p500 Hdl Vol Etf SPHD (SPHD)	0.3	$1.9M	+6013%	37k	50.39	View chart
Ishares Trust Core S&p Mcp Etf Ijh (IJH)	0.3	$1.8M	+14%	29k	62.27	View chart
Microchip Technology MCHP (MCHP)	0.3	$1.8M	+13%	22k	80.59	View chart
First Trust Exchange-traded Fu Ny Arca Biotech Etf FBT (FBT)	0.3	$1.7M	+2308%	10k	170.99	View chart
Amgen Amgn (AMGN)	0.3	$1.7M	-31%	5.4k	322.70	View chart
Invesco Exchange Traded Fund T S&p500 Low Vol Etf SPLV (SPLV)	0.2	$1.7M	+6462%	24k	71.53	View chart
Exxon Mobil Corporation Xom (XOM)	0.2	$1.7M	-14%	14k	115.82	View chart
Pnc Financial Services Group PNC (PNC)	0.2	$1.7M		9.1k	183.06	View chart
Gallagher Ajg (AJG)	0.2	$1.6M		5.9k	279.44	View chart
Pepsico Pep (PEP)	0.2	$1.6M	+5%	9.7k	170.00	View chart
Analog Devices Adi (ADI)	0.2	$1.6M		7.0k	232.06	View chart
Iron Mountain Irm (IRM)	0.2	$1.6M	-7%	14k	116.73	View chart
Ishares Trust Core Us Aggbd Et Etf Agg (AGG)	0.2	$1.6M	-13%	16k	101.50	View chart
Spdr Series Trust Bloomberg Brclys Etf JNK (JNK)	0.2	$1.6M	-18%	16k	97.79	View chart
Vanguard Value Etf VTV (VTV)	0.2	$1.6M		9.0k	173.95	View chart
Alphabet Inc Com Cl A Googl (GOOGL)	0.2	$1.5M	+3%	9.4k	163.95	View chart
First Trust Portfolios Sml Cp Core Alpha Com Shs Etf Fyx (FYX)	0.2	$1.5M	-3%	15k	99.08	View chart
Vanguard Growth Etf Vug (VUG)	0.2	$1.5M	+25%	3.9k	382.33	View chart
Astrazeneca Azn (AZN)	0.2	$1.5M		19k	77.62	View chart
First Tr Exchange-traded Fd V Mngd Futrs Strgy Etf FMF (FMF)	0.2	$1.4M	+18%	30k	47.71	View chart
Coca-cola Ko (KO)	0.2	$1.4M	+170%	20k	71.79	View chart
First Tr Exchange Traded Fd Vi Risng Divd Achiv Etf Rdvy (RDVY)	0.2	$1.4M	-66%	24k	58.95	View chart
iShares Ultra Short Term Bond Icsh (ICSH)	0.2	$1.4M	NEW	28k	50.75	View chart
First Tr Exchange Traded Fd Iv Long Duration Opportunities Lgov (LGOV)	0.2	$1.4M	+7%	61k	22.47	View chart
Cap Grp Dividend Value Etf Shs Creation Unit Etf CGDV (CGDV)	0.2	$1.4M	-36%	37k	36.48	View chart
Spdr Series Trust Bloomberg Srt Tr Etf SJNK (SJNK)	0.2	$1.3M	+30%	52k	25.75	View chart
Ishares Trust Rus Tp200 Gr Etf Iwy (IWY)	0.2	$1.3M	+369%	5.9k	218.72	View chart
Meta Platforms Inc - Class A Meta (METV)	0.2	$1.3M	NEW	2.2k	567.36	View chart
Spdr Series Trust Portfoli S&p 1500 Comp Stk Etf SPTM (SPTM)	0.2	$1.2M	-5%	18k	69.79	View chart
Invesco Exchange Traded Fd Tr S&p 500 Top 50 Etf XLG (XLG)	0.2	$1.2M	+7507%	26k	47.26	View chart
First Trust Exch Traded Fund 2 Utilities Alph Etf Fxu (FXU)	0.2	$1.2M	+2%	32k	38.31	View chart
Equinix Eqix (EQIX)	0.2	$1.2M		1.4k	882.69	View chart
Ssga Active Etf Tr Blkstn Gsosrln Etf SRLN (SRLN)	0.2	$1.2M	+13%	29k	41.74	View chart
First Trust Exch Traded Fund 2 Consumr Staple Etf FXG (FXG)	0.2	$1.2M	-5%	17k	68.15	View chart
Eastman Chemical Emn (EMN)	0.2	$1.2M	+12%	11k	112.38	View chart
Ishares Trust Core S&p Scp Etf Ijr (IJR)	0.2	$1.1M	+20%	9.7k	116.56	View chart
Raytheon Tech Corp RTX (RTX)	0.2	$1.1M		9.2k	120.39	View chart
Ishares Trust Rus 1000 Val Etf Iwd (IWD)	0.2	$1.1M	-21%	5.8k	189.29	View chart
First Trust Exch Traded Fund 2 Consumr Discre Etf FXD (FXD)	0.2	$1.1M	-48%	17k	63.72	View chart
Vanguard Div App Etf Vig (VIG)	0.2	$1.0M	-34%	5.3k	197.28	View chart
First Tr Exchange Traded Fd Iv Fst Low Oppt Eft Etf LMBS (LMBS)	0.1	$1.0M	+17%	21k	49.39	View chart
First Trust Exch Traded Fund 2 Finls Alphadex Etf Fxo (FXO)	0.1	$1.0M	-9%	20k	50.96	View chart
Broadcom Avgo (AVGO)	0.1	$992k	+807%	5.7k	172.70	View chart
Ishares Trust Jpmorgan Usd Emg Etf Emb (EMB)	0.1	$974k	+24%	10k	93.42	View chart
Schwab Strategic Tr Intl Eqty Etf SCHF (SCHF)	0.1	$971k	-11%	24k	41.32	View chart
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf RSP (RSP)	0.1	$963k	-11%	5.4k	178.93	View chart
Ishares Trust Barclays 7 10 Yr Etf Ief (IEF)	0.1	$960k	+31%	9.8k	98.39	View chart
Ishares Trust 3 7 Yr Treas Bd Etf Iei (IEI)	0.1	$905k	+33%	7.5k	119.91	View chart
Two Rds Shard Tr Ldrshs Alpfact Lsaf (LSAF)	0.1	$905k	+3%	22k	41.38	View chart
First Trust Exch Traded Fund 2 Tech Alphadex Etf FXL (FXL)	0.1	$891k	-13%	6.4k	138.35	View chart
Ishares Trust Rus 1000 Grw Etf Iwf (IWF)	0.1	$861k	-20%	2.3k	373.63	View chart
Ishares Trust Iboxx Hi Yd Etf Hyg (HYG)	0.1	$847k	+13%	11k	80.36	View chart
First Trust Exchange-traded Fu Alt Abslt Strg Etf Faar (FAAR)	0.1	$838k	+25%	30k	27.95	View chart
Evergy Evrg (EVRG)	0.1	$815k		13k	61.94	View chart
Select Sector Spdr Trust Communication Etf XLC (XLC)	0.1	$801k	-18%	8.9k	90.01	View chart
Invesco Exchange Traded Fund T S&p 500 Momntm Etf Spmo (SPMO)	0.1	$798k	-56%	8.8k	90.34	View chart
Sempra Energy Sre (SRE)	0.1	$775k		9.3k	83.25	View chart
Invesco Exchange Traded Fd Tr S&p 500 Garp Etf SPGP (SPGP)	0.1	$771k	NEW	7.4k	104.82	View chart
Two Roads Shared Trust - LeaderShares AlphaFactor Tactical Focused ETF Lsat (LSAT)	0.1	$767k	-3%	18k	41.68	View chart
Vanguard Allwrld Ex Us Etf Veu (VEU)	0.1	$761k	-81%	12k	63.38	View chart
Diageo Deo (DEO)	0.1	$760k	+7%	5.4k	140.78	View chart
Ishares Inc Core Msci Emkt Etf Iemg (IEMG)	0.1	$757k	+36%	13k	58.22	View chart
Stag Industrial Stag (STAG)	0.1	$742k		19k	39.24	View chart
Spdr Index Shares Funds Portfolio Emg Mk Etf Spem (SPEM)	0.1	$735k		18k	41.66	View chart
Ishares Trust Core Msci Total Etf Ixus (IXUS)	0.1	$729k	+44%	10k	73.04	View chart
First Trust Exchange-traded Fu Lng/sht Equity Etf FTLS (FTLS)	0.1	$713k	+28%	11k	63.09	View chart
First Trust Limited Duration Investment Grade Corporate ETF Fsig (FSIG)	0.1	$696k	+20%	36k	19.24	View chart
Alphabet Inc Com Cl C Goog (GOOG)	0.1	$684k	-97%	4.1k	165.30	View chart
Valero Energy Corp Vlo (VLO)	0.1	$683k	+13%	5.0k	135.96	View chart
Phillips Edison & Co Peco (PECO)	0.1	$672k	-3%	18k	37.26	View chart
Ishares Trust Us Treas Bd Etf Govt (GOVT)	0.1	$645k	-2%	27k	23.51	View chart
Rockwell Automation Rok (ROK)	0.1	$621k	-2%	2.3k	270.59	View chart
Verizon Communications VZ (VZ)	0.1	$619k	-7%	14k	44.89	View chart
Spdr Series Trust Portfolio Agrgte Etf Spab (SPAB)	0.1	$605k	-9%	23k	26.21	View chart
First Tst Mornings Shs Etf FDL (FDL)	0.1	$588k	+2%	14k	41.73	View chart
First Trust Exchange-traded Al Com Shs Etf FTC (FTC)	0.1	$588k	-86%	4.5k	131.45	View chart
Vanguard Mega Cap Index Etf MGC (MGC)	0.1	$587k	+972%	2.9k	205.80	View chart
Dbx Etf Trust Xtrack Msci Eafe Etf Dbef (DBEF)	0.1	$575k	+7%	14k	41.98	View chart
Ssga Active Tr Spdr Blackstone High Income Hybl (HYBL)	0.1	$560k	+28%	20k	28.68	View chart
Leadershares Dynamic Yield Etf Dyld (DYLD)	0.1	$559k	+25%	24k	22.92	View chart
Vanguard Small Cp Etf VB (VB)	0.1	$554k	-8%	2.3k	237.05	View chart
Grayscale Bitcoin Trust Btc GBTC (GBTC)	0.1	$542k		10k	52.31	View chart
Main Sector Rotation ETF Sect (SECT)	0.1	$541k		10k	53.73	View chart
Advanced Micro Devices Amd (AMD)	0.1	$540k	+43%	3.3k	164.35	View chart
Lowes Companies Low (LOW)	0.1	$538k	+12%	2.0k	267.13	View chart
Two Roads Shared Trust - LeaderShares Equity Skew ETF Sqew (SQEW)	0.1	$535k	-11%	16k	34.33	View chart
Duke Energy Corp Duk (DUK)	0.1	$535k	+29%	4.6k	115.98	View chart
Burney U.S. Factor Rotation ETF Brny (BRNY)	0.1	$526k	NEW	13k	39.40	View chart
Vanguard Long Term Corporate Bond Index ETF VCLT (VCLT)	0.1	$523k		6.4k	81.48	View chart
Stryker Corp Syk (SYK)	0.1	$512k	+13%	1.4k	360.32	View chart
Walt Disney Company Dis (DIS)	0.1	$494k	+14%	5.1k	96.01	View chart
Spdr Gold Trust Gold Shs Etf GLD (GLD)	0.1	$480k	+6%	2.0k	245.02	View chart
Vanguard Mortg-back Sec Etf VMBS (VMBS)	0.1	$463k		9.8k	47.31	View chart
Service Corp Intl Sci (SCI)	0.1	$451k	+16%	5.8k	78.38	View chart
Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF HCMT (HCMT)	0.1	$446k	+3%	13k	35.03	View chart
Servicenow Now (NOW)	0.1	$443k	+33%	502.00	881.79	View chart
Spdr Series Trust Portfli High Yld Etf Sphy (SPHY)	0.1	$442k		18k	24.07	View chart
FS KKR Capital Corp FSK (FSK)	0.1	$439k	-9%	22k	19.81	View chart
Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF QQQM (QQQM)	0.1	$432k	-2%	2.2k	200.31	View chart
Bwx Technologies BWXT (BWXT)	0.1	$431k	+61%	4.0k	108.58	View chart
Vanguard Inf Tech Etf VGT (VGT)	0.1	$427k	+58%	731.00	584.69	View chart
Pacer Us Cash Cows 100 Etf Cowz (COWZ)	0.1	$427k	+4%	7.4k	57.77	View chart
Sherwin-williams SHW (SHW)	0.1	$427k		1.1k	382.73	View chart
Defiance S&p 500 Enh Opt 0dte Etf Wdte	0.1	$426k	NEW	9.6k	44.13	View chart
Proshares Trust Pshs Ult S&p 500 Etf Sso (SSO)	0.1	$417k	-76%	4.7k	89.40	View chart
Mastercard Incorporated Com Cl A Ma (ADMA)	0.1	$414k	-53%	838.00	493.64	View chart
Deere & Co De (DE)	0.1	$412k	-5%	986.00	417.83	View chart
Pfizer Pfe (PFE)	0.1	$409k	+8%	14k	29.09	View chart
Roper Technologies Rop (ROP)	0.1	$402k	+24%	726.00	553.85	View chart
Sila Realty Trust Sila (SILA)	0.1	$402k	NEW	16k	25.43	View chart
Omega Healthcare Investors Ohi (OHI)	0.1	$401k		9.9k	40.33	View chart
Patterson Companies Pdco (PDCO)	0.1	$397k		18k	22.16	View chart
Spdr Series Trust Prtflo S&p500 Hi Etf Spyd (SPYD)	0.1	$397k	+3146%	8.7k	45.42	View chart
First Tr Exchange Traded Fd Iv Ssi Strg Etf FCVT (FCVT)	0.1	$390k		11k	35.47	View chart
Spdr Index Shares Funds Portfolio Devlpd Etf SPDW (SPDW)	0.1	$383k	-23%	10k	37.72	View chart
Dimensional ETF Trust - Dimensional US Core Equity Market ETF Dfau (DFAU)	0.1	$378k	-6%	9.5k	39.54	View chart
Spdr Series Trust Portfolio Ln Tsr Etf SPTL (SPTL)	0.1	$374k	+38%	13k	29.17	View chart
LeaderShares Activist Leaders ETF Actv (ACTV)	0.1	$363k	-3%	11k	33.88	View chart
Schwab Strategic Tr Us Lrg Cap Etf SCHX (SCHX)	0.1	$361k	-3%	5.3k	67.61	View chart
Ishares Trust North Amern Nat Etf Ige (IGE)	0.1	$352k	-28%	8.0k	44.01	View chart
Southern So (SO)	0.1	$351k		3.9k	90.11	View chart
First Trust Portfolios Mid Cap Core Alpha Com Shs Etf FNX (FNX)	0.1	$351k		3.0k	116.86	View chart
Constellation Brands Inc Com Cl A STZ (STZ)	0.0	$337k	+19%	1.3k	258.38	View chart
Netflix NFLX (NFLX)	0.0	$337k	-8%	476.00	707.35	View chart
Vanguard Total Stk Mkt Etf Vti (VTI)	0.0	$331k	-21%	1.2k	282.05	View chart
Cintas Corp Ctas (CTAS)	0.0	$331k	+280%	1.6k	202.36	View chart
Wp Carey WPC (WPC)	0.0	$330k	+28%	5.3k	62.73	View chart
Vanguard Sm Cp Val Etf VBR (VBR)	0.0	$326k		1.6k	200.47	View chart
First Trust S&P International Dividend Aristocrats ETF Fid (FID)	0.0	$325k	+20%	18k	17.68	View chart
Spdr Series Trust Prtflo S&p500 Vl Etf Spyv (SPYV)	0.0	$324k	-13%	6.2k	52.69	View chart
Vanguard Emerg Mkt Bd Etf Vwob (VWOB)	0.0	$323k	-5%	4.9k	66.26	View chart
Genuine Parts GPC (GPC)	0.0	$321k		2.3k	141.24	View chart
At&t T (AAT)	0.0	$315k	NEW	14k	21.90	View chart
Ishares Inc Msci Cda Etf Ewc (EWC)	0.0	$310k	+440%	7.5k	41.45	View chart
Abbvie Abbv (ABBV)	0.0	$306k	-31%	1.6k	194.79	View chart
Ishares Trust 0-5yr Hi Yl Cp Etf Shyg (SHYG)	0.0	$305k	-19%	7.0k	43.43	View chart
Physicians Realty Trust Doc (DOC)	0.0	$300k	NEW	13k	22.60	View chart
Intel Corp Intc (INTC)	0.0	$299k	+2%	13k	23.91	View chart
Ishares Trust Esg Msci Usa Etf Esgu (ESGU)	0.0	$298k		2.4k	125.69	View chart
Kimco Realty Corp Kim (KIM)	0.0	$298k	-5%	13k	22.96	View chart
Ishares Trust Us Aer Def Etf Ita (ITA)	0.0	$295k		2.0k	148.51	View chart
Ventas VTR (VTR)	0.0	$290k	+10%	4.5k	63.84	View chart
Vanguard Real Estate Etf VNQ (VNQ)	0.0	$289k	+32%	3.0k	96.66	View chart
Schwab Strategic Tr Us Brd Mkt Etf SCHB (SCHB)	0.0	$288k		4.4k	66.24	View chart
Hp Incorporation HPQ (HPQ)	0.0	$280k	+4%	7.9k	35.41	View chart
International Bus Mach Corp Ibm (IBM)	0.0	$273k	-2%	1.2k	220.84	View chart
Dominion Energy D (D)	0.0	$273k	+280%	4.8k	57.16	View chart
Ishares Trust Fltg Rate Nt Etf Flot (FLOT)	0.0	$273k		5.3k	51.04	View chart
Proshares Trust Short S&p 500 Ne Etf SH (SH)	0.0	$271k	-31%	25k	10.89	View chart
Taiwan Semiconductor Manufactu TSM (TSM)	0.0	$270k	-3%	1.5k	177.97	View chart
Ishares Trust Tips Bd Etf Tip (TIP)	0.0	$269k		2.4k	110.54	View chart
Ishares Trust Usa Quality Fctr Etf Qual (QUAL)	0.0	$268k	-10%	1.5k	178.69	View chart
Dte Energy Dte (DTE)	0.0	$263k		2.1k	127.41	View chart
Invesco Exchange Traded Fund T Sr Ln Etf BKLN (BKLN)	0.0	$262k	-67%	13k	20.96	View chart
Ishares Trust Glb Infrastr Etf Igf (IGF)	0.0	$260k	-29%	4.8k	54.57	View chart
Eli Lilly And Company Lly (LLY)	0.0	$260k	-98%	296.00	877.79	View chart
Schwab Strategic Tr Us Lcap Gr Etf SCHG (SCHG)	0.0	$258k	+61%	2.5k	103.66	View chart
Belpointe PREP LLC - Units - Class A Oz (OZ)	0.0	$252k		3.6k	70.22	View chart
PIMCO Dynamic Income Pdi (PDI)	0.0	$251k	+100%	12k	20.22	View chart
Ishares Inc Msci Switzerland Etf Ewl (EWL)	0.0	$250k	-6%	4.8k	52.48	View chart
iShares MSCI Italy Index Ewi (EWI)	0.0	$250k	NEW	6.3k	39.44	View chart
Palo Alto Networks Panw (PANW)	0.0	$248k	+49%	738.00	335.75	View chart
First Trust Riverfront Dynam Rfem (RFEM)	0.0	$246k	+26%	3.5k	69.44	View chart
SPDR Portfolio Corporate Bond ETF Spbo (SPBO)	0.0	$243k		8.1k	30.10	View chart
Ishares Trust Core Msci Eafe Etf Iefa (IEFA)	0.0	$242k	+37%	3.1k	78.25	View chart
Invesco Exchange Traded Fund T Optimum Yield Etf PDBC (PDBC)	0.0	$242k	+59%	18k	13.46	View chart
Qualcomm Qcom (QCOM)	0.0	$242k	-94%	1.4k	170.13	View chart
Invesco Exchange Traded Fd Tr Aerospace Defn Etf Ppa (PPA)	0.0	$241k	+7%	2.1k	114.39	View chart
Spdr Series Trust Aerospace Def Etf Xar (XAR)	0.0	$236k		1.5k	156.79	View chart
Ishares Trust Iboxx Inv Cp Etf LQD (LQDA)	0.0	$233k	NEW	2.1k	113.26	View chart

Past Filings by Coppell Advisory Solutions

SEC 13F filings are viewable for Coppell Advisory Solutions going back to 2020

Coppell Advisory Solutions 2024 Q3 filed Nov. 14, 2024
Coppell Advisory Solutions 2024 Q2 filed Aug. 15, 2024
Coppell Advisory Solutions 2023 Q4 filed Feb. 14, 2024
Coppell Advisory Solutions 2023 Q3 filed Nov. 14, 2023
Coppell Advisory Solutions 2023 Q2 filed Aug. 17, 2023
Coppell Advisory Solutions 2022 Q4 filed May 19, 2023
Coppell Advisory Solutions 2023 Q1 filed May 19, 2023
Coppell Advisory Solutions 2020 Q4 filed March 10, 2021

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