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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, KNG, AVGO, AMZN, and represent 25.49% of Coppell Advisory Solutions's stock portfolio.
Added to shares of these 10 stocks: FIXD (+$41M), AVGO (+$20M), AMZN (+$16M), First Trust Capital Etf etf (+$5.0M), Invesco Qqq Tr, NFLX, BUFD, BRNY, PYPL, First Tr Intrnet.
Started 237 new stock positions in Total S A Adr F cs, SMTC, Spx Technologies, DOX, VZLA, DAVE, REKT, ESTC, HOOD, Invesco S&p Smallcap equities.
Reduced shares in these 10 stocks: TSLA (-$27M), ORCL (-$20M), UNH (-$17M), , TMUS (-$6.5M), CSCO (-$6.3M), WMT (-$5.9M), , ADBE, QQQ.
Sold out of its positions in Advent Conv & Income, LNT, COR, AQST, ARDX, Arista Networks, AN, Autonomix Med, AXNX, BBVA.
Coppell Advisory Solutions was a net buyer of stock by $26M.
Coppell Advisory Solutions has $716M in assets under management (AUM), dropping by 5.33%.
Central Index Key (CIK): 0001848433

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Portfolio Holdings for Coppell Advisory Solutions

Coppell Advisory Solutions holds 1976 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Coppell Advisory Solutions has 1976 total positions. Only the first 250 positions are shown.

Sign up to view all of the Coppell Advisory Solutions Dec. 31, 2024 positions
Download the Coppell Advisory Solutions December 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)	12.0	$86M	+91%	2.0M	43.13	View chart
First Tr Exchange Traded Fd Iv First Tr Enh New Etf FTSM (FTSM)	4.2	$30M		507k	59.77	View chart
FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG (KNG)	3.2	$23M	+7%	460k	50.08	View chart
Broadcom Avgo (AVGO)	3.0	$22M	+1512%	93k	233.84	View chart
Amazon Amzn (AMZN)	3.0	$22M	+298%	97k	221.93	View chart
Tesla Tsla (TSLA)	2.9	$21M	-56%	51k	417.85	View chart
FT Vest Laddered Buffer ETF Bufr (BUFR)	2.9	$21M	+13%	688k	30.52	View chart
Walmart WMT (WMT)	2.7	$19M	-23%	211k	90.83	View chart
SPDR Bloomberg 1-3 Month T-Bill ETF Bil (BIL)	2.6	$19M	+4%	207k	91.41	View chart
FT Vest Laddered Deep Buffer ETF Bufd (BUFD)	1.9	$14M	+39%	541k	25.53	View chart
SPDR S&P 500 ETF Trust Spy (SPY)	1.7	$12M	+7%	21k	588.21	View chart
AAM Low Duration Preferred and Income Securities ETF PFLD (PFLD)	1.6	$11M	+13%	549k	20.68	View chart
Apple Aapl (AAPL)	1.3	$9.2M	+11%	36k	252.40	View chart
Microsoft Corp MSFT (MSFT)	1.1	$7.9M	+5%	19k	424.84	View chart
Invesco Qqq Trust Unit Ser 1 Etf QQQ (QQQJ)	1.0	$7.5M		15k	515.61	View chart
Vanguard S&P 500 ETF Voo (VOO)	1.0	$7.4M	+4%	14k	541.00	View chart
Spdr Series Trust Portfolio S&p 500 Etf SPLG (SPLG)	0.9	$6.6M	+41%	96k	69.20	View chart
First Trust Value Line Dividend Index Fund FVD (FVD)	0.9	$6.6M	-18%	150k	43.75	View chart
First Trust Portfolios Lrge Cp Core Alpha Com Shs Etf Fex (FEX)	0.9	$6.5M		62k	104.45	View chart
Ishares Trust Msci Acwi Ex Us Etf Acwx (ACWX)	0.9	$6.4M	+12%	123k	52.21	View chart
First Tr Exchange Traded Fd Vi Nasd Tech Div Etf Tdiv (TDIV)	0.8	$5.9M	+7%	74k	79.11	View chart
First Trust Exchange-traded Al Dev Mrk Ex Us Etf FDT (FDT)	0.8	$5.5M	+11%	102k	54.10	View chart
First Trust Large Cap Value Al Com Shs Etf Fta (FTA)	0.8	$5.4M	-22%	71k	76.56	View chart
JPMorgan Chase & Co. JPM (JPM)	0.7	$5.1M		22k	239.32	View chart
First Trust Exchange-traded Fu Cap Strength Etf FTCS	0.7	$5.0M	NEW	57k	88.03	View chart
iShares Core S&P 500 ETF Ivv (IVV)	0.7	$4.9M	-14%	8.3k	590.96	View chart
Netflix NFLX (NFLX)	0.7	$4.8M	+1017%	5.3k	899.01	View chart
Invesco Qqq Trust Unit Ser 1 Etf QQQ	0.6	$4.6M	NEW	9.0k	515.61	View chart
First Trust Portfolios Shs Etf Qtec (QTEC)	0.6	$4.6M	+50%	24k	190.46	View chart
Burney U.S. Factor Rotation ETF Brny (BRNY)	0.6	$4.3M	+661%	102k	42.00	View chart
Nvidia Corp Nvda (NVDA)	0.6	$4.0M	+13%	29k	136.94	View chart
Vanguard Total Bnd Mrkt Etf BND (BND)	0.5	$3.9M	+51%	54k	72.03	View chart
Procter & Gamble PG (PG)	0.5	$3.7M	+5%	22k	167.09	View chart
Home Depot HD (HD)	0.5	$3.6M	-2%	9.3k	389.41	View chart
Paypal Holdings Pypl (PYPL)	0.5	$3.6M	+3041%	42k	85.43	View chart
JPMorgan Equity Premium Income ETF Jepi (JEPI)	0.5	$3.4M	+9%	58k	57.96	View chart
First Trust Exchange-traded Al Europe Alphadex Etf Fep (FEP)	0.5	$3.4M	+16%	93k	36.12	View chart
Jpmorgn Hedgd Eqty Lad Helo (HELO)	0.5	$3.3M	+16%	53k	62.16	View chart
Wells Fargo & Co. WFC (WFC)	0.5	$3.2M	-3%	46k	70.41	View chart
Gilead Sciences Gild (GILD)	0.5	$3.2M	-6%	35k	92.01	View chart
Costco Wholesale Corp Cost (COST)	0.4	$3.2M		3.4k	920.37	View chart
Vanguard Large Cap ETF VV (VV)	0.4	$3.1M		12k	270.77	View chart
FT Vest U.S. Equity Max Buffer ETF - March Marm (MARM)	0.4	$3.1M	+2%	101k	30.90	View chart
First Trust Dow Jones Internet Index Fund FDN	0.4	$3.0M	NEW	12k	244.87	View chart
Honeywell International Hon (HON)	0.4	$3.0M	+3%	13k	226.61	View chart
First Trust Exchange-traded Al Emerg Mkt Alph Etf Fem (FEM)	0.4	$2.9M	+7%	133k	22.13	View chart
First Tr Exchange Traded Fd Iv Senior Ln Fd Etf FTSL (FTSL)	0.4	$2.9M	-4%	63k	46.27	View chart
Jp Morgan Etf Trust Nasdaq Equity Premium Incom Jepq (JEPQ)	0.4	$2.8M	+10%	50k	57.23	View chart
SPDR Portfolio S&P 500 Growth ETF Spyg (SPYG)	0.4	$2.8M	-10%	32k	88.67	View chart
VanEck IG Floating Rate ETF FLTR (FLTR)	0.4	$2.8M	-6%	108k	25.44	View chart
Abbott Laboratories Abt (ABT)	0.4	$2.7M	+5%	24k	112.80	View chart
McDonald`s Corp MCD (MCD)	0.4	$2.7M	-21%	9.3k	289.60	View chart
Ishares Trust Short Treas Bd Etf SHV (SHV)	0.4	$2.7M	-6%	24k	110.10	View chart
Berkshire Hathaway BRK.B (BRK.B)	0.4	$2.6M	-4%	5.8k	451.71	View chart
Arthur J. Gallagher & Co. Ajg (AJG)	0.4	$2.6M	+55%	9.2k	284.45	View chart
First Trust Exchange-traded Al Japan Alphadex Etf FJP (FJP)	0.4	$2.5M	+11%	49k	51.78	View chart
ZEGA Buy and Hedge ETF ZHDG (ZHDG)	0.3	$2.5M	+18%	123k	20.37	View chart
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund Mint (MINT)	0.3	$2.5M	-6%	25k	100.69	View chart
Shell Shel (SHEL)	0.3	$2.5M	+18%	40k	61.78	View chart
L3Harris Technologies LHX (LHX)	0.3	$2.4M	+3%	12k	208.95	View chart
Novo Nordisk Nvo (NVO)	0.3	$2.4M	+31%	28k	85.73	View chart
Comcast Corp Com Cl A Cmcsa (CMCSA)	0.3	$2.4M	+5%	64k	37.39	View chart
DuPont de Nemours DD (DD)	0.3	$2.4M	+5%	31k	75.95	View chart
Accenture Acn (ACN)	0.3	$2.3M		6.6k	352.49	View chart
First Tr Exchange Traded Fd Vi First Trust Nasdaq Bank Ftxo (FTXO)	0.3	$2.3M	+1720%	71k	31.99	View chart
Chevron Corp. CVX (CVX)	0.3	$2.2M	-17%	16k	143.07	View chart
Delek US Holdings DK (DK)	0.3	$2.2M	+21%	123k	17.74	View chart
Astrazeneca Azn (AZN)	0.3	$2.2M	+75%	33k	65.57	View chart
Conoco Phillips Cop (COP)	0.3	$2.2M	+16%	22k	97.09	View chart
BP BP (BP)	0.3	$2.1M	+15%	71k	29.45	View chart
Bank Of America Corp. Bac (BAC)	0.3	$2.1M		47k	43.91	View chart
Goodyear Tire & Rubber GT (GT)	0.3	$2.1M	-5%	236k	8.76	View chart
United Parcel Service Ups (UPS)	0.3	$2.0M	-19%	16k	125.32	View chart
U.S. Bancorp. Usb (USB)	0.3	$2.0M	-4%	42k	48.25	View chart
Vanguard Growth ETF Vug (VUG)	0.3	$2.0M	+22%	4.7k	414.20	View chart
Xerox Holdings Corp XRX (XRX)	0.3	$1.9M	+200447%	219k	8.91	View chart
iShares Core S&P Mid-Cap ETF Ijh (IJH)	0.3	$1.9M	+8%	31k	62.17	View chart
Alphabet Inc Com Cl A Googl (GOOGL)	0.3	$1.9M	+7%	10k	191.24	View chart
iShares Core U.S. Aggregate Bond ETF Agg (AGG)	0.3	$1.9M	+25%	20k	97.02	View chart
First Trust Industrials/Producer Durables AlphaDEX Fund FXR (FXR)	0.3	$1.9M	-12%	25k	74.88	View chart
SPDR Blackstone Senior Loan ETF SRLN (SRLN)	0.3	$1.9M	+55%	45k	41.70	View chart
Realty Income Corp. O (O)	0.3	$1.8M		35k	52.73	View chart
Clean Energy Fuels Corporation Clne (CLNE)	0.3	$1.8M	+1635%	735k	2.49	View chart
First Trust Managed Futures Strategy Fund FMF (FMF)	0.2	$1.8M	+25%	37k	47.57	View chart
Invesco S&P 500 High Dividend Low Volatility ETF SPHD (SPHD)	0.2	$1.8M		37k	48.10	View chart
First Trust NYSE Arca Biotechnology Index Fund FBT	0.2	$1.8M	NEW	11k	166.68	View chart
First Trust Long Duration Opportunities ETF Lgov (LGOV)	0.2	$1.8M	+37%	84k	20.93	View chart
WisdomTree U.S. High Dividend Fund DHS (DHS)	0.2	$1.7M	NEW	18k	92.86	View chart
Pepsico Pep (PEP)	0.2	$1.7M	+13%	11k	151.72	View chart
First Trust Consumer Discretionary AlphaDEX Fund FXD (FXD)	0.2	$1.6M	+50%	25k	64.80	View chart
PNC Financial Services Group PNC (PNC)	0.2	$1.6M	-6%	8.5k	192.54	View chart
Microchip Technology MCHP (MCHP)	0.2	$1.6M	+30%	28k	57.12	View chart
SPDR Bloomberg Short Term High Yield Bond ETF SJNK (SJNK)	0.2	$1.6M	+24%	64k	25.25	View chart
Johnson & Johnson JNJ (JNJ)	0.2	$1.6M	-26%	11k	143.34	View chart
Meta Platforms Inc - Class A Meta (METV)	0.2	$1.6M	+19%	2.7k	591.29	View chart
Analog Devices Adi (ADI)	0.2	$1.6M	+4%	7.3k	212.55	View chart
First Tr Exchange Traded Fd Iv Fst Low Oppt Eft Etf LMBS (LMBS)	0.2	$1.5M	+54%	32k	48.68	View chart
Amgen Amgn (AMGN)	0.2	$1.5M	+9%	5.9k	259.29	View chart
First Trust Technology AlphaDEX Fund FXL (FXL)	0.2	$1.5M	+57%	10k	149.40	View chart
Walt Disney Dis (DIS)	0.2	$1.5M	+163%	14k	110.80	View chart
First Trust Portfolios Sml Cp Core Alpha Com Shs Etf Fyx (FYX)	0.2	$1.5M	-4%	15k	100.85	View chart
iShares Russell Mid-Cap Value ETF Iws (IWS)	0.2	$1.5M	+1453%	11k	129.12	View chart
Iron Mountain Irm (IRM)	0.2	$1.5M		14k	103.69	View chart
First Tr Exchange Traded Fd Vi Risng Divd Achiv Etf Rdvy (RDVY)	0.2	$1.5M	+3%	25k	59.01	View chart
Exxon Mobil Corp. Xom (XOM)	0.2	$1.4M	-6%	14k	106.54	View chart
iShares Core S&P Small-Cap ETF Ijr (IJR)	0.2	$1.4M	+21%	12k	114.97	View chart
Vanguard Value ETF VTV (VTV)	0.2	$1.3M	-11%	8.0k	168.93	View chart
iShares Russell Top 200 Growth ETF Iwy (IWY)	0.2	$1.3M	-6%	5.5k	237.14	View chart
BlackRock Ultra Short-Term Bond ETF Icsh (ICSH)	0.2	$1.2M	-10%	25k	50.43	View chart
First Trust Exchange-traded Fu Alt Abslt Strg Etf Faar (FAAR)	0.2	$1.2M	+45%	44k	27.94	View chart
SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM (SPTM)	0.2	$1.2M	-4%	17k	71.68	View chart
RTX Corp RTX	0.2	$1.2M	NEW	11k	115.22	View chart
Equinix Eqix (EQIX)	0.2	$1.2M	-6%	1.3k	935.93	View chart
iShares Russell Mid-Cap Growth ETF Iwp (IWP)	0.2	$1.2M	-46%	9.2k	127.52	View chart
Salesforce CRM (CRM)	0.2	$1.1M	+350%	3.4k	335.04	View chart
First Trust Long/Short Equity ETF FTLS (FTLS)	0.2	$1.1M	+48%	17k	66.39	View chart
First Trust Limited Duration Investment Grade Corporate ETF Fsig (FSIG)	0.2	$1.1M	+60%	58k	18.88	View chart
Ishares Inc Core Msci Emkt Etf Iemg (IEMG)	0.2	$1.1M	+58%	21k	52.31	View chart
Vanguard Dividend Appreciation FTF Vig (VIG)	0.1	$1.1M	+3%	5.4k	195.80	View chart
Ishares Trust Barclays 7 10 Yr Etf Ief (IEF)	0.1	$1.1M	+16%	11k	92.81	View chart
Eastman Chemical Emn (EMN)	0.1	$1.1M	+10%	12k	90.81	View chart
Oracle Corp. Orcl (ORCL)	0.1	$1.0M	-94%	6.3k	166.51	View chart
Vanguard FTSE All-World ex-US ETF Veu (VEU)	0.1	$1.0M	+50%	18k	57.41	View chart
iShares Russell 1000 Value ETF Iwd (IWD)	0.1	$1.0M	-4%	5.6k	184.65	View chart
Ishares Trust Core Msci Total Etf Ixus (IXUS)	0.1	$960k	+45%	15k	66.14	View chart
Unitedhealth Group Unh (UNH)	0.1	$944k	-94%	1.9k	509.86	View chart
Visa V (V)	0.1	$929k	NEW	2.9k	315.80	View chart
Invesco S&P 500 Equal Weight ETF RSP (RSP)	0.1	$928k		5.3k	174.91	View chart
First Trust Consumer Staples AlphaDEX Fund FXG (FXG)	0.1	$913k	-17%	14k	63.70	View chart
Ishares Trust 1 3 Yr Treas Bd Etf Shy (SHY)	0.1	$898k	+299%	11k	81.93	View chart
First Trust Utilities AlphaDEX Fund Fxu (FXU)	0.1	$887k	-25%	23k	37.93	View chart
Ssga Active Tr Spdr Blackstone High Income Hybl (HYBL)	0.1	$875k	+57%	31k	28.36	View chart
Ishares Trust 3 7 Yr Treas Bd Etf Iei (IEI)	0.1	$854k	-2%	7.4k	115.54	View chart
First Trust Exch Traded Fund 2 Hlth Care Alph Etf FXH (FXH)	0.1	$844k	-71%	8.1k	104.71	View chart
Communication Services Select Sector SPDR Fund XLC (XLC)	0.1	$809k	-6%	8.3k	97.13	View chart
Invesco S&P 500 Momentum ETF Spmo (SPMO)	0.1	$809k	-4%	8.5k	95.50	View chart
Evergy Evrg (EVRG)	0.1	$808k		13k	61.52	View chart
Diageo Deo (DEO)	0.1	$797k	+16%	6.3k	126.70	View chart
Sempra Sre (SRE)	0.1	$788k	-3%	9.0k	87.35	View chart
LeaderShares AlphaFactor US Core Equity ETF Lsaf (LSAF)	0.1	$788k	-11%	19k	40.62	View chart
SPDR Bloomberg High Yield Bond ETF JNK (JNK)	0.1	$782k	-48%	8.2k	95.49	View chart
Alphabet Inc Com Cl C Goog (GOOG)	0.1	$775k	-2%	4.0k	192.71	View chart
Invesco Exchange Traded Fd Tr S&p 500 Garp Etf SPGP (SPGP)	0.1	$719k	-6%	6.9k	104.46	View chart
iShares Russell 1000 Growth ETF Iwf (IWF)	0.1	$687k	-26%	1.7k	405.21	View chart
Vanguard FTSE Developed Markets ETF Vea (VEA)	0.1	$682k	+269%	14k	47.81	View chart
LeaderShares AlphaFactor Tactical Focused ETF Lsat (LSAT)	0.1	$679k	-7%	17k	40.12	View chart
Phillips Edison & Co Peco (PECO)	0.1	$663k		18k	37.20	View chart
Rockwell Automation Rok (ROK)	0.1	$655k		2.3k	285.62	View chart
Duke Energy Corp Duk (DUK)	0.1	$653k	+31%	6.1k	107.72	View chart
First Trust Morningstar Dividend Leaders Index Fund FDL (FDL)	0.1	$631k	+11%	16k	40.03	View chart
STAG Industrial Stag (STAG)	0.1	$628k		19k	33.76	View chart
First Trust Exchange-traded Al Com Shs Etf FTC (FTC)	0.1	$605k	-2%	4.4k	138.95	View chart
Stryker Corp. Syk (SYK)	0.1	$600k	+16%	1.7k	363.23	View chart
Lowe`s Cos Low (LOW)	0.1	$583k	+17%	2.4k	246.73	View chart
Main Sector Rotation ETF Sect (SECT)	0.1	$581k	+4%	11k	55.22	View chart
FS KKR Capital Corp FSK (FSK)	0.1	$581k	+20%	27k	21.70	View chart
SPDR Portfolio Emerging Markets ETF Spem (SPEM)	0.1	$578k	-14%	15k	38.49	View chart
Xtrackers MSCI EAFE Hedged Equity ETF Dbef (DBEF)	0.1	$563k		14k	41.38	View chart
ProShares Ultra S&P500 2x Shares Sso (SSO)	0.1	$560k	+28%	6.0k	93.24	View chart
Oneok Oke (OKE)	0.1	$559k	+115%	5.6k	100.77	View chart
ServiceNow Now (NOW)	0.1	$551k	+3%	518.00	1063.81	View chart
SPDR Portfolio Aggregate Bond ETF Spab (SPAB)	0.1	$547k	-5%	22k	25.04	View chart
SPDR Portfolio S&P 500 High Dividend ETF Spyd (SPYD)	0.1	$539k	+43%	13k	43.02	View chart
Vanguard Small Cap ETF VB (VB)	0.1	$534k	-4%	2.2k	240.13	View chart
Valero Energy Corp. Vlo (VLO)	0.1	$528k	-12%	4.4k	119.58	View chart
Grayscale Investments GBTC (GBTC)	0.1	$522k	-32%	7.0k	74.65	View chart
SPDR Gold Shares ETF GLD (GLD)	0.1	$517k	+9%	2.1k	240.63	View chart
Service Corp Intl Sci (SCI)	0.1	$515k	+12%	6.5k	79.82	View chart
Verizon Communications VZ (VZ)	0.1	$508k	-7%	13k	39.60	View chart
Vanguard Long Term Corporate Bond Index ETF VCLT (VCLT)	0.1	$497k	+3%	6.6k	75.09	View chart
Coca-Cola Ko (KO)	0.1	$489k	-59%	7.9k	62.03	View chart
Schwab U.S. Large-Cap ETF SCHX (SCHX)	0.1	$488k	+292%	21k	23.27	View chart
Vanguard Information Technology ETF VGT (VGT)	0.1	$486k	+5%	774.00	627.30	View chart
LeaderShares Dynamic Yield ETF Dyld (DYLD)	0.1	$485k	-11%	22k	22.46	View chart
First Trust S&P International Dividend Aristocrats ETF Fid (FID)	0.1	$479k	+60%	29k	16.28	View chart
iShares U.S. Treasury Bond ETF Govt (GOVT)	0.1	$476k	-22%	21k	22.48	View chart
BWX Technologies BWXT (BWXT)	0.1	$474k	+6%	4.2k	112.15	View chart
LeaderShares Equity Skew ETF Sqew (SQEW)	0.1	$473k	-9%	14k	33.62	View chart
Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF QQQM (QQQM)	0.1	$463k		2.2k	212.26	View chart
Roper Technologies Rop (ROP)	0.1	$461k	+22%	887.00	519.92	View chart
Direxion HCM Tactical Enhanced US ETF HCMT (HCMT)	0.1	$454k	-2%	12k	36.69	View chart
Deere & Co. De (DE)	0.1	$432k	+2%	1.0k	426.83	View chart
Schwab International Equity ETF SCHF (SCHF)	0.1	$420k	-3%	23k	18.51	View chart
Cintas Corp Ctas (CTAS)	0.1	$418k	+39%	2.3k	183.69	View chart
SPDR Portfolio S&P 500 Value ETF Spyv (SPYV)	0.1	$413k	+31%	8.1k	51.10	View chart
First Tr Exchange Traded Fd Iv Ssi Strg Etf FCVT (FCVT)	0.1	$405k		11k	36.84	View chart
SPDR Portfolio Developed World ex-US ETF SPDW (SPDW)	0.1	$401k	+15%	12k	34.16	View chart
iShares MSCI Canada ETF Ewc (EWC)	0.1	$388k	+29%	9.7k	40.09	View chart
Sherwin-Williams SHW (SHW)	0.1	$388k	+2%	1.1k	338.75	View chart
Pacer US Cash Cows 100 ETF Cowz (COWZ)	0.1	$386k	-7%	6.9k	56.16	View chart
Omega Healthcare Investors Ohi (OHI)	0.1	$386k	+3%	10k	37.51	View chart
Ishares Trust Esg Msci Usa Etf Esgu (ESGU)	0.1	$384k	+24%	3.0k	129.38	View chart
Dimensional US Core Equity Market ETF Dfau (DFAU)	0.1	$378k	-2%	9.3k	40.64	View chart
Advanced Micro Devices Amd (AMD)	0.1	$376k	-6%	3.1k	122.51	View chart
Constellation Brands Inc Com Cl A STZ (STZ)	0.1	$375k	+30%	1.7k	219.67	View chart
Vanguard Small Cap Growth ETF VBK (VBK)	0.0	$348k	+43%	1.2k	280.47	View chart
SPDR Portfolio High Yield Bond ETF Sphy (SPHY)	0.0	$348k	-19%	15k	23.47	View chart
Palo Alto Networks Panw (PANW)	0.0	$347k	+155%	1.9k	184.20	View chart
First Trust Portfolios Mid Cap Core Alpha Com Shs Etf FNX (FNX)	0.0	$347k		3.0k	115.45	View chart
Southern Company So (SO)	0.0	$337k	+4%	4.1k	82.38	View chart
Vanguard Total Stock Market ETF Vti (VTI)	0.0	$334k		1.2k	290.82	View chart
Vanguard Mortg-back Sec Etf VMBS (VMBS)	0.0	$333k	-25%	7.3k	45.37	View chart
SPDR Portfolio Long Term Treasury ETF SPTL (SPTL)	0.0	$333k		13k	26.39	View chart
Ishares Trust 20 Yr Tr Bd Etf TLT (TLT)	0.0	$329k	+73%	3.7k	87.80	View chart
Pfizer Pfe (PFE)	0.0	$329k	-11%	12k	26.42	View chart
American Healthcare Reit Reit Ahr (AHR)	0.0	$328k	+86%	12k	28.33	View chart
First Trust TCW Unconstrained Plus Bond ETF Ucon (UCON)	0.0	$321k	+316%	13k	24.64	View chart
Vanguard Small Cap Value ETF VBR (VBR)	0.0	$320k		1.6k	197.63	View chart
Mastercard Incorporated Ma (ADMA)	0.0	$314k	-28%	596.00	527.12	View chart
iShares Gold Trust Iau (IAUX)	0.0	$313k	+377%	6.4k	49.22	View chart
Altria Group Mo (MO)	0.0	$311k	+100%	6.0k	52.08	View chart
Vanguard Real Estate Index Fund ETF VNQ (VNQ)	0.0	$311k	+17%	3.5k	88.32	View chart
LeaderShares Activist Leaders ETF Actv (ACTV)	0.0	$310k	-10%	9.5k	32.49	View chart
Eli Lilly And Company Lly (ALLY)	0.0	$310k	+78%	400.00	773.73	View chart
Taiwan Semiconductor Manufacturing TSM (TSM)	0.0	$304k		1.5k	200.22	View chart
iShares MSCI USA Quality Factor ETF Qual (QUAL)	0.0	$303k	+12%	1.7k	178.58	View chart
Grayscale Ethereum Tr Eth Ethe (ETHE)	0.0	$302k	+1418%	11k	28.45	View chart
Kimco Realty Corporation Kim (KIM)	0.0	$302k		13k	23.23	View chart
First Trust Riverfront Dynam Rfem (RFEM)	0.0	$299k	+32%	4.7k	63.40	View chart
Schwab U.S. Broad Market ETF SCHB (SCHB)	0.0	$298k	+200%	13k	22.78	View chart
Defiance S&p 500 Enh Opt 0dte Etf Wdte (WDTE)	0.0	$293k	-22%	7.5k	39.03	View chart
Fiserv Fi (FI)	0.0	$290k	+23%	1.4k	206.27	View chart
iShares U.S. Aerospace & Defense ETF Ita (ITA)	0.0	$290k		2.0k	145.71	View chart
Invesco Exchange Traded Fd Tr Aerospace Defn Etf Ppa (PPA)	0.0	$288k	+18%	2.5k	114.95	View chart
Abbvie Abbv (ABBV)	0.0	$284k	+2%	1.6k	176.24	View chart
W. P. Carey WPC (WPC)	0.0	$283k		5.2k	54.60	View chart
Healthpeak Properties Doc (DOC)	0.0	$282k	+6%	14k	19.98	View chart
Sila Realty Trust Sila (SILA)	0.0	$275k	-27%	11k	24.06	View chart
HP HPQ (HPQ)	0.0	$273k	+6%	8.4k	32.63	View chart
Belpointe PREP LLC - Units - Class A Oz (OZ)	0.0	$272k		3.6k	76.00	View chart
iShares Floating Rate Bond ETF Flot (FLOT)	0.0	$272k		5.3k	50.87	View chart
Vanguard Consumer Staples ETF VDC (VDC)	0.0	$272k	+25%	1.3k	210.97	View chart
iShares 0-5 Year High Yield Corporate Bond ETF Shyg (SHYG)	0.0	$270k	-9%	6.3k	42.62	View chart
Ishares Trust Jpmorgan Usd Emg Etf Emb (EMB)	0.0	$270k	-70%	3.0k	89.21	View chart
iShares MSCI EAFE Value ETF Efv (EFV)	0.0	$265k	+48%	5.1k	52.39	View chart
Toll Brothers Tol (TOL)	0.0	$264k	+136%	2.1k	126.12	View chart
Genuine Parts GPC (GPC)	0.0	$262k		2.3k	115.82	View chart
Dominion Energy D (D)	0.0	$261k		4.8k	53.87	View chart
Main Street Cap Corp Main (MAIN)	0.0	$258k		4.4k	58.02	View chart
SPDR S&P Aerospace & Defense ETF Xar (XAR)	0.0	$257k	+2%	1.5k	166.49	View chart
iShares TIPS Bond ETF Tip (TIP)	0.0	$253k	-2%	2.4k	106.68	View chart
Vanguard Health Care ETF VHT (VHT)	0.0	$251k	+20%	992.00	253.09	View chart
International Business Machines Corp. Ibm (IBM)	0.0	$250k	-8%	1.1k	220.25	View chart
DTE Energy Dte (DTE)	0.0	$249k		2.1k	120.53	View chart
Vanguard Emerg Mkt Bd Etf Vwob (VWOB)	0.0	$246k	-20%	3.9k	63.31	View chart
First Tr Exchange Traded Fd Iv First Tr Ta Hiyl Etf Hyls (HYLS)	0.0	$245k	+206%	5.9k	41.32	View chart
Cisco Systems Csco (CSCO)	0.0	$242k	-96%	4.1k	59.20	View chart
Mastercard Incorporated Ma (MA)	0.0	$241k	+224%	458.00	527.12	View chart
Qualcomm Qcom (QCOM)	0.0	$241k	+9%	1.6k	154.58	View chart
ProShares Ultra QQQ 2x Shares QLD (QLD)	0.0	$240k	-4%	2.2k	110.13	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 Q4 filed Feb. 14, 2025
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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