Coppell Advisory Solutions

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

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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 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.

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

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