Coppell Advisory Solutions

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Coppell Advisory Solutions

Coppell Advisory Solutions holds 1723 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Coppell Advisory Solutions has 1723 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 Iv First Tr Enh New Etf FTSM (FTSM) 10.7 $54M +156% 897k 59.66
 View chart
First Tr Exchange Traded Fd Vi Tcw Opportunis Etf Fixd (FIXD) 4.1 $20M -36% 458k 44.60
 View chart
Microsoft Corp MSFT (MSFT) 3.0 $15M +260% 40k 376.04
 View chart
Apple Aapl (AAPL) 2.7 $14M +273% 70k 192.53
 View chart
Jp Morgan Chase & Co JPM (JPM) 2.6 $13M +316% 78k 170.10
 View chart
Kingsmen Resources Ord KNG (KNG) 2.1 $11M +16699% 208k 51.68
 View chart
Spdr Series Trust Spdr Bloomberg Etf Bil (BIL) 1.8 $8.9M +2131% 98k 91.39
 View chart
Broadcom Avgo (AVGO) 1.7 $8.4M +136% 7.6k 1116.28
 View chart
Ishares Trust Short Treas Bd Etf SHV (SHV) 1.6 $7.8M +6300% 71k 110.13
 View chart
First Trust Large Cap Value Al Com Shs Etf Fta (FTA) 1.4 $7.1M +113% 100k 70.84
 View chart
Ishares Trust Core S&p500 Etf Ivv (IVV) 1.3 $6.4M +181% 14k 477.64
 View chart
First Trust Exchange-traded Fu Cap Strength Etf FTCS (FTCS) 1.2 $6.2M +72% 77k 80.04
 View chart
Vaneck Vectors Etf Trust Invt Grade Fltg Etf FLTR (FLTR) 1.2 $6.0M NEW 240k 25.15
 View chart
Vanguard S&p 500 Etf Voo (VOO) 1.2 $6.0M 14k 436.81
 View chart
First Tst Value Li Shs Etf FVD (FVD) 1.2 $5.9M +90% 145k 40.56
 View chart
First Tr Exchange Traded Fd Iv Senior Ln Fd Etf FTSL (FTSL) 1.2 $5.8M +1367% 126k 46.07
 View chart
Spdr Series Trust Bloomberg Brclys Etf JNK (JNK) 1.1 $5.8M +11% 61k 94.73
 View chart
Pimco Etf Trust Enhan Shrt Ma Ac Etf Mint (MINT) 1.1 $5.3M NEW 53k 99.79
 View chart
Spdr S&p500 Etf Trust Tr Unit Etf Spy (SPY) 1.0 $5.2M +412% 11k 475.32
 View chart
Invesco Qqq Trust Unit Ser 1 Etf QQQ (QQQJ) 1.0 $5.2M -14% 13k 409.52
 View chart
Intel Corp Intc (INTC) 1.0 $4.9M +1374% 99k 50.25
 View chart
First Tr Exchange Traded Fd Vi Nasd Tech Div Etf Tdiv (TDIV) 1.0 $4.8M +96% 76k 64.09
 View chart
First Trust Exchange-traded Al Dev Mrk Ex Us Etf FDT (FDT) 1.0 $4.8M +7% 91k 52.51
 View chart
Ishares Trust Pfd And Incm Sec Etf PFF (PFF) 0.8 $4.0M +22849% 129k 31.19
 View chart
First Trust Exchange-traded Al Com Shs Etf FTC (FTC) 0.8 $3.9M -7% 36k 109.56
 View chart
First Trust Portfolios Lrge Cp Core Alpha Com Shs Etf Fex (FEX) 0.7 $3.7M +35% 41k 90.17
 View chart
First Trust Exch Traded Fund 2 Tech Alphadex Etf FXL (FXL) 0.7 $3.4M +28376% 27k 128.07
 View chart
Procter & Gamble PG (PG) 0.7 $3.4M +40% 23k 146.54
 View chart
Qualcomm Qcom (QCOM) 0.7 $3.3M +5498% 23k 144.63
 View chart
First Trust Exch Traded Fund 2 Hlth Care Alph Etf FXH (FXH) 0.6 $3.2M +34% 31k 103.55
 View chart
Spdr Series Trust Prtflo S&p500 Gw Etf Spyg (SPYG) 0.6 $3.2M +277% 50k 65.06
 View chart
Invesco Exchange Traded Fund T Emrng Mkt Svrg Etf Pcy (PCY) 0.6 $3.2M -7% 155k 20.62
 View chart
Vanguard Allwrld Ex Us Etf Veu (VEU) 0.6 $3.1M +27% 56k 56.14
 View chart
Spdr Series Trust Blombrg Brc Intl Etf Ibnd (IBND) 0.6 $3.0M -13% 100k 29.93
 View chart
First Tr Exchange Traded Fd Vi Ft Cboe Vest U S Eq Bufer S Bufr (BUFR) 0.6 $3.0M NEW 112k 26.57
 View chart
Costco Wholesale Corp Cost (COST) 0.6 $2.9M +2985% 4.3k 660.12
 View chart
First Trust Exchange-traded Al Europe Alphadex Etf Fep (FEP) 0.6 $2.8M +70% 78k 36.32
 View chart
Comcast Corp Com Cl A Cmcsa (CMCSA) 0.5 $2.7M +60% 61k 43.85
 View chart
First Trust Exchange-traded Al Emerg Mkt Alph Etf Fem (FEM) 0.5 $2.7M +270% 120k 22.13
 View chart
First Trust Exchange-traded Fu Dj Internt Idx Etf FDN (FDN) 0.5 $2.6M +108% 14k 186.55
 View chart
First Tr Exchange Traded Fd Vi Risng Divd Achiv Etf Rdvy (RDVY) 0.5 $2.6M +47% 50k 51.67
 View chart
Vanguard Large Cap Etf VV (VV) 0.5 $2.5M +2% 12k 218.15
 View chart
Netflix NFLX (NFLX) 0.5 $2.5M -4% 5.2k 486.88
 View chart
First Tst Mornings Shs Etf FDL (FDL) 0.5 $2.4M +650% 68k 35.88
 View chart
Wells Fargo & Company WFC (WFC) 0.5 $2.3M +59% 47k 49.22
 View chart
Novo Nordisk A/s Nvo (NVO) 0.5 $2.3M +85% 22k 103.45
 View chart
Home Depot HD (HD) 0.4 $2.3M -6% 6.5k 346.53
 View chart
Amgen Amgn (AMGN) 0.4 $2.2M +79% 7.7k 288.03
 View chart
Honeywell International Hon (HON) 0.4 $2.2M +53% 11k 209.71
 View chart
Gilead Sciences Gild (GILD) 0.4 $2.2M +50% 27k 81.01
 View chart
Chevron Corporation CVX (CVX) 0.4 $2.1M +25% 14k 149.16
 View chart
Exchange Listed Funds Trust - Cabana Target Drawdown 7 ETF TDSB (TDSB) 0.4 $2.1M NEW 96k 21.64
 View chart
Spdr Series Trust Portfoli S&p 1500 Comp Stk Etf SPTM (SPTM) 0.4 $2.1M NEW 36k 58.45
 View chart
First Trust Exchange-traded Al Japan Alphadex Etf FJP (FJP) 0.4 $2.1M +3553% 41k 50.39
 View chart
Mcdonalds Corporation MCD (MCD) 0.4 $2.1M +53% 7.0k 296.53
 View chart
First Trust Portfolios Shs Etf Qtec (QTEC) 0.4 $2.0M NEW 12k 175.47
 View chart
First Trust Exch Traded Fund 2 Indls Prod Dur Etf FXR (FXR) 0.4 $2.0M +40% 31k 64.86
 View chart
L3 Harris Technologies LHX (LHX) 0.4 $2.0M +70% 9.4k 210.62
 View chart
United Parcel Service Inc Com Cl B Ups (UPS) 0.4 $2.0M +90% 13k 157.23
 View chart
Abbot Laboratories Abt (ABT) 0.4 $1.9M +43% 18k 110.07
 View chart
Johnson & Johnson JNJ (JNJ) 0.4 $1.9M +111% 12k 156.74
 View chart
Ishares Trust Iboxx Inv Cp Etf LQD (LQD) 0.4 $1.9M -40% 17k 110.66
 View chart
First Trust Exch Traded Fund 2 Consumr Discre Etf FXD (FXD) 0.4 $1.9M +8853% 32k 58.98
 View chart
Exxon Mobil Corporation Xom (XOM) 0.4 $1.9M +364% 19k 99.98
 View chart
Dupont De Nemours DD (DD) 0.4 $1.8M +31% 24k 76.93
 View chart
Ishares Trust Mbs Etf MBB (MBB) 0.4 $1.8M -36% 19k 94.08
 View chart
Realty Income Corp Common Stk O (O) 0.4 $1.8M -5% 31k 57.42
 View chart
Shell Shel (SHEL) 0.4 $1.8M +35% 27k 65.80
 View chart
Ishares Trust Core Us Aggbd Et Etf Agg (AGG) 0.4 $1.8M +7% 18k 99.25
 View chart
Conocophillips Cop (COP) 0.4 $1.8M +51% 15k 116.07
 View chart
Zega Buy And Hedge Etf ZHDG (ZHDG) 0.3 $1.8M +6% 99k 17.64
 View chart
Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF HCMT (HCMT) 0.3 $1.7M NEW 63k 26.63
 View chart
Spdr Series Trust Portfolio S&p 500 Etf SPLG (SPLG) 0.3 $1.7M NEW 30k 55.90
 View chart
Select Sector Spdr Trust Communication Etf XLC (XLC) 0.3 $1.7M NEW 23k 72.66
 View chart
Amazon Amzn (AMZN) 0.3 $1.6M +60% 11k 151.94
 View chart
Us Bancorp Usb (USB) 0.3 $1.5M +48% 36k 43.28
 View chart
First Tr Exchange Traded Fd Vi First Trust Nasdaq Bank Ftxo (FTXO) 0.3 $1.5M -9% 60k 25.26
 View chart
Bank Of America Corporation Bac (BAC) 0.3 $1.5M +104% 45k 33.67
 View chart
Microchip Technology MCHP (MCHP) 0.3 $1.5M +8% 16k 90.18
 View chart
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf RSP (RSP) 0.3 $1.5M +2539% 9.3k 157.80
 View chart
Vanguard Value Etf VTV (VTV) 0.3 $1.5M -24% 9.8k 149.51
 View chart
Defiance S&P 500 Enhanced Options Income ETF Jepy (JEPY) 0.3 $1.4M NEW 79k 18.04
 View chart
Ishares Trust Rus Tp200 Gr Etf Iwy (IWY) 0.3 $1.4M NEW 8.0k 175.22
 View chart
First Tr Exchange Traded Fd Iv Ssi Strg Etf FCVT (FCVT) 0.3 $1.4M NEW 41k 33.33
 View chart
Ishares Trust Iboxx Hi Yd Etf Hyg (HYG) 0.3 $1.4M -57% 18k 77.39
 View chart
Ishares Trust Tips Bd Etf Tip (TIP) 0.3 $1.4M +5125% 13k 107.49
 View chart
Pnc Financial Services Group PNC (PNC) 0.3 $1.3M +255% 8.3k 154.84
 View chart
First Tr Exchange Traded Fd Vi Nasdq Oil Gas Etf FTXN (FTXN) 0.3 $1.3M NEW 45k 28.30
 View chart
Ishares Trust Core S&p Scp Etf Ijr (IJR) 0.2 $1.2M +23459% 12k 108.25
 View chart
Ishares Trust Rus 1000 Val Etf Iwd (IWD) 0.2 $1.2M +156% 7.4k 165.24
 View chart
Accenture Acn (ACN) 0.2 $1.2M +31% 3.4k 350.91
 View chart
Spdr Series Trust Portfolio Agrgte Etf Spab (SPAB) 0.2 $1.2M -50% 47k 25.64
 View chart
Vanguard Div App Etf Vig (VIG) 0.2 $1.2M +871% 7.0k 170.40
 View chart
Iron Mountain Irm (IRM) 0.2 $1.2M -3% 17k 69.98
 View chart
Pepsico Pep (PEP) 0.2 $1.2M +68% 6.9k 169.83
 View chart
Ishares Trust Msci Eafe Etf Efa (EFA) 0.2 $1.2M -63% 16k 75.35
 View chart
Analog Devices Adi (ADI) 0.2 $1.2M +17% 5.9k 198.55
 View chart
Ft Cboe Vest Fund Of Deep Buffer Etf Bufd (BUFD) 0.2 $1.2M NEW 51k 22.70
 View chart
Alphabet Inc Com Cl A Googl (GOOGL) 0.2 $1.2M +330% 8.2k 139.69
 View chart
Gallagher Ajg (AJG) 0.2 $1.1M +33% 5.1k 224.90
 View chart
Crown Castle Intl Corp Cci (CCI) 0.2 $1.1M +76% 9.9k 115.19
 View chart
Spdr Dow Jones Ind Ut Ser 1 Etf Dia (DIA) 0.2 $1.1M +830% 3.0k 376.86
 View chart
First Trust Exchange-traded Fu Alt Abslt Strg Etf Faar (FAAR) 0.2 $1.1M +38% 41k 27.35
 View chart
Schwab Strategic Tr Us Lcap Gr Etf SCHG (SCHG) 0.2 $1.1M +61050% 14k 82.96
 View chart
First Tr Exchange-traded Fd V Mngd Futrs Strgy Etf FMF (FMF) 0.2 $1.1M +29% 24k 46.11
 View chart
Ishares Trust Core Total Usd Etf Iusb (IUSB) 0.2 $1.1M +34925% 24k 46.07
 View chart
Nike Inc Com Cl B Nke (NKE) 0.2 $1.0M +313% 9.6k 108.57
 View chart
Ishares Trust Usa Momentum Fct Etf Mtum (MTUM) 0.2 $1.0M -10% 6.6k 156.89
 View chart
Schwab Strategic Tr Intl Eqty Etf SCHF (SCHF) 0.2 $1.0M +91790% 28k 36.96
 View chart
Ishares Trust Msci Acwi Ex Us Etf Acwx (ACWX) 0.2 $1.0M +5965% 20k 51.04
 View chart
Ishares Trust Core S&p Mcp Etf Ijh (IJH) 0.2 $996k NEW 3.6k 277.15
 View chart
Diageo Deo (DEO) 0.2 $975k +55% 6.7k 145.67
 View chart
Salesforce.com CRM (CRM) 0.2 $958k +1922% 3.6k 263.14
 View chart
Exchange Listed Funds Trust - Cabana Target Drawdown 10 ETF TDSC (TDSC) 0.2 $941k +1010275% 40k 23.28
 View chart
Ishares Trust Rus 1000 Grw Etf Iwf (IWF) 0.2 $930k +4% 3.1k 303.12
 View chart
Phillips Edison & Co Peco (PECO) 0.2 $921k -17% 25k 36.48
 View chart
Invesco Exchange Traded Fund T Sr Ln Etf BKLN (BKLN) 0.2 $878k NEW 42k 21.18
 View chart
Proshares Trust Pshs Ultra Qqq Etf QLD (QLD) 0.2 $866k NEW 11k 76.00
 View chart
Two Rds Shard Tr Ldrshs Alpfact Lsaf (LSAF) 0.2 $862k -5% 25k 34.46
 View chart
Unitedhealth Group Unh (UNH) 0.2 $858k +121% 1.6k 526.51
 View chart
Spdr Index Shares Funds Portfolio Devlpd Etf SPDW (SPDW) 0.2 $856k NEW 25k 34.01
 View chart
Proshares Trust Short S&p 500 Ne Etf SH (SH) 0.2 $847k +65108% 65k 12.99
 View chart
Ishares Trust Rus Md Cp Gr Etf Iwp (IWP) 0.2 $814k +8750% 7.8k 104.46
 View chart
Eastman Chemical Emn (EMN) 0.2 $800k +31% 8.9k 89.82
 View chart
Ishares Trust Us Treas Bd Etf Govt (GOVT) 0.2 $795k -41% 35k 23.04
 View chart
Ishares Trust Usa Quality Fctr Etf Qual (QUAL) 0.2 $772k NEW 5.2k 147.14
 View chart
First Tr Exchange Traded Fd Iv Fst Low Oppt Eft Etf LMBS (LMBS) 0.2 $755k -31% 16k 48.32
 View chart
Nvidia Corp Nvda (NVDA) 0.1 $751k -73% 1.5k 495.25
 View chart
Ishares Trust 0-5yr Hi Yl Cp Etf Shyg (SHYG) 0.1 $747k NEW 18k 42.22
 View chart
Two Roads Shared Trust - LeaderShares AlphaFactor Tactical Focused ETF Lsat (LSAT) 0.1 $740k -15% 22k 34.47
 View chart
Visa Inc Com Cl A V (V) 0.1 $736k +282% 2.8k 260.36
 View chart
Rockwell Automation Rok (ROK) 0.1 $726k +796% 2.3k 310.46
 View chart
Stag Industrial Stag (STAG) 0.1 $705k +2% 18k 39.26
 View chart
Spdr Series Trust Bloomberg Srt Tr Etf SJNK (SJNK) 0.1 $699k +7% 28k 25.14
 View chart
Ford Motor F (F) 0.1 $694k +437% 57k 12.19
 View chart
Vanguard Growth Etf Vug (VUG) 0.1 $692k +69% 2.2k 310.89
 View chart
Ssga Active Etf Tr Blkstn Gsosrln Etf SRLN (SRLN) 0.1 $671k +34% 16k 41.93
 View chart
Vanguard Short Term Treas Etf VGSH (VGSH) 0.1 $641k NEW 11k 58.33
 View chart
Spdr Index Shares Funds Portfolio Emg Mk Etf Spem (SPEM) 0.1 $640k +360% 18k 35.41
 View chart
Two Roads Shared Trust - LeaderShares Equity Skew ETF Sqew (SQEW) 0.1 $637k 20k 31.21
 View chart
Ishares Trust North Amern Nat Etf Ige (IGE) 0.1 $628k +26% 15k 40.72
 View chart
Spdr Series Trust Prtflo S&p500 Vl Etf Spyv (SPYV) 0.1 $626k +124% 13k 46.63
 View chart
Valero Energy Corp Vlo (VLO) 0.1 $611k NEW 4.7k 130.00
 View chart
Ishares Trust 20 Yr Tr Bd Etf TLT (TLT) 0.1 $601k +1196% 6.1k 98.88
 View chart
General Motors GM (GM) 0.1 $601k +1959% 17k 35.92
 View chart
Lowes Companies Low (LOW) 0.1 $593k +49% 2.7k 222.51
 View chart
Sempra Energy Sre (SRE) 0.1 $590k NEW 7.9k 74.73
 View chart
Leadershares Dynamic Yield Etf Dyld (DYLD) 0.1 $584k -11% 26k 22.67
 View chart
Baxter International Bax (BAX) 0.1 $577k +284% 15k 38.66
 View chart
Ishares Trust S&p 500 Grwt Etf Ivw (IVW) 0.1 $550k NEW 7.3k 75.10
 View chart
Ovintiv Ovv (OVV) 0.1 $537k NEW 12k 43.92
 View chart
Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF QQQM (QQQM) 0.1 $523k NEW 3.1k 168.56
 View chart
Ishares Trust Select Divid Etf Dvy (DVY) 0.1 $516k -91% 4.4k 117.22
 View chart
Evergy Evrg (EVRG) 0.1 $515k +64% 9.9k 52.20
 View chart
Verizon Communications VZ (VZ) 0.1 $513k +7% 14k 37.70
 View chart
Ishares Trust Eafe Value Etf Efv (EFV) 0.1 $512k NEW 9.8k 52.10
 View chart
Cabana Target Leading Sct Consrv Etf CLSC 0.1 $506k NEW 26k 19.38
 View chart
FS KKR Capital Corp FSK (FSK) 0.1 $483k +82% 24k 19.97
 View chart
First Trust Limited Duration Investment Grade Corporate ETF Fsig (FSIG) 0.1 $479k +241% 25k 18.96
 View chart
Proshares Trust Pshs Ult S&p 500 Etf Sso (SSO) 0.1 $479k +656% 7.4k 65.07
 View chart
Meta Platforms Inc - Class A FB (META) 0.1 $475k +265% 2.4k 196.64
 View chart
Tesla Tsla (TSLA) 0.1 $475k +194% 1.9k 248.48
 View chart
Main Sector Rotation ETF Sect (SECT) 0.1 $475k +243% 10k 46.55
 View chart
Berkshire Hathaway Inc Com Cl B BRKB (BRK.B) 0.1 $470k +428% 1.3k 356.66
 View chart
First Tr Exchange Traded Fd Iv Long Duration Opportunities Lgov (LGOV) 0.1 $462k NEW 21k 22.13
 View chart
Schwab Strategic Tr Us Lrg Cap Etf SCHX (SCHX) 0.1 $455k NEW 8.1k 56.40
 View chart
Pfizer Pfe (PFE) 0.1 $450k +660% 16k 28.79
 View chart
Vanguard Mega Grwth Ind Etf MGK (MGK) 0.1 $447k +2552% 1.7k 259.51
 View chart
Two Rds Shared Trust Regents Pk Hedged Mkt Strat RPHS (RPHS) 0.1 $427k +2397950% 48k 8.89
 View chart
Spdr Gold Trust Gold Shs Etf GLD (GLD) 0.1 $422k +48% 2.2k 191.17
 View chart
LeaderShares Activist Leaders ETF Actv (ACTV) 0.1 $419k -2% 13k 33.39
 View chart
Walt Disney Company Dis (DIS) 0.1 $411k +34% 4.5k 90.29
 View chart
Ishares Trust Eafe Grwth Etf Efg (EFG) 0.1 $409k NEW 4.2k 96.85
 View chart
Ishares Trust Glb Infrastr Etf Igf (IGF) 0.1 $407k +30% 8.6k 47.05
 View chart
Ishares Inc Core Msci Emkt Etf Iemg (IEMG) 0.1 $382k +4124% 7.6k 50.58
 View chart
Pacer Us Cash Cows 100 Etf Cowz (COWZ) 0.1 $382k +2% 7.4k 51.99
 View chart
Stryker Corp Syk (SYK) 0.1 $380k 1.3k 299.52
 View chart
Duke Energy Corp Duk (DUK) 0.1 $379k +666% 3.9k 97.04
 View chart
Sherwin-williams SHW (SHW) 0.1 $374k +2564% 1.2k 311.90
 View chart
First Trust Portfolios Sml Cp Core Alpha Com Shs Etf Fyx (FYX) 0.1 $372k -78% 4.1k 91.55
 View chart
Ishares Trust 1 3 Yr Treas Bd Etf Shy (SHY) 0.1 $371k +1109% 4.5k 82.04
 View chart
Mastercard Incorporated Com Cl A Ma (MA) 0.1 $370k +185% 867.00 426.51
 View chart
SPDR Portfolio Corporate Bond ETF Spbo (SPBO) 0.1 $365k +748% 12k 29.41
 View chart
Peakstone Realty Tr Class E PKST (PKST) 0.1 $360k NEW 18k 19.93
 View chart
Deere & Co De (DE) 0.1 $352k +17500% 880.00 399.92
 View chart
Genuine Parts GPC (GPC) 0.1 $347k +8548% 2.5k 138.50
 View chart
Aptus Defined Risk DRSK (DRSK) 0.1 $345k NEW 14k 25.20
 View chart
Southern So (SO) 0.1 $343k +352% 4.9k 70.12
 View chart
Cisco Systems Csco (CSCO) 0.1 $340k -50% 6.7k 50.52
 View chart
Walmart WMT (WMT) 0.1 $340k +169% 2.2k 157.65
 View chart
Service Corp Intl Sci (SCI) 0.1 $340k +20% 5.0k 68.44
 View chart
Pimco Etf Trust 0-5 High Yield Etf Hys (HYS) 0.1 $333k -11% 3.6k 93.08
 View chart
Ishares Trust Rus 2000 Val Etf Iwn (IWN) 0.1 $324k +56% 2.1k 155.29
 View chart
Omega Healthcare Investors Ohi (OHI) 0.1 $318k +9% 10k 30.66
 View chart
Fidelity MSCI Energy Index Feny (FENY) 0.1 $317k NEW 14k 23.04
 View chart
Select Sector Spdr Trust Sbi Cons Stpls Etf XLP (XLP) 0.1 $316k +15006% 4.4k 72.03
 View chart
Vanguard Ftse Dev Mkt Etf Vea (VEA) 0.1 $315k +28% 6.6k 47.90
 View chart
Ishares Trust Fltg Rate Nt Etf Flot (FLOT) 0.1 $315k +53% 6.2k 50.62
 View chart
Abbvie Abbv (ABBV) 0.1 $313k +126% 2.0k 154.95
 View chart
Cabana Target Leading Sct Modrt Etf CLSM (CLSM) 0.1 $312k NEW 15k 20.38
 View chart
Merck & Co MRK (MRK) 0.1 $311k -36% 2.9k 109.02
 View chart
Select Sector Spdr Trust Energy Etf Xle (XLE) 0.1 $311k +41% 3.7k 83.84
 View chart
Roper Technologies Rop (ROP) 0.1 $310k -14% 569.00 545.22
 View chart
Spdr Series Trust Portfolio Ln Tsr Etf SPTL (SPTL) 0.1 $310k -25% 11k 29.02
 View chart
Healthcare Realty Trust HR (HR) 0.1 $309k -25% 18k 17.23
 View chart
Aptus Collared Income Op Etf Acio (ACIO) 0.1 $307k NEW 9.3k 33.16
 View chart
Kimco Realty Corp Kim (KIM) 0.1 $307k +5% 14k 21.31
 View chart
Franklin BSP Realty Trust FBRT (FBRT) 0.1 $306k +3686% 23k 13.51
 View chart
Estee Lauder Companies Inc Com Cl A El (EL) 0.1 $305k +85% 2.1k 146.27
 View chart
Alphabet Inc Com Cl C Goog (GOOG) 0.1 $298k +17% 2.1k 140.93
 View chart
Aptus Enhncd Yld Jucy (JUCY) 0.1 $293k NEW 12k 23.66
 View chart
Coca-cola Ko (KO) 0.1 $292k +318% 5.0k 58.93
 View chart
First Trust Exch Traded Fund 2 Consumr Staple Etf FXG (FXG) 0.1 $292k -90% 4.6k 63.09
 View chart
Ishares Trust Esg Msci Usa Etf Esgu (ESGU) 0.1 $291k +17250% 2.8k 104.93
 View chart
Ishares Trust Core Msci Total Etf Ixus (IXUS) 0.1 $286k -68% 4.4k 64.93
 View chart
Schwab Strategic Tr Us Sml Cap Etf Scha (SCHA) 0.1 $280k +7594% 5.9k 47.24
 View chart
Oracle Corp Orcl (ORCL) 0.1 $279k +34% 2.6k 105.43
 View chart
Belpointe PREP LLC - Units - Class A Oz (OZ) 0.1 $279k 3.6k 77.25
 View chart
Schwab Strategic Tr Us Brd Mkt Etf SCHB (SCHB) 0.1 $278k +124800% 5.0k 55.68
 View chart
Global Net Lease GNL (GNL) 0.1 $278k +144% 28k 9.95
 View chart
Vanguard Sm Cp Val Etf VBR (VBR) 0.1 $277k +9% 1.5k 179.97
 View chart
Ishares Trust S&p 500 Val Etf Ive (IVE) 0.1 $276k NEW 1.6k 173.89
 View chart
At&t T (T) 0.1 $267k +115% 16k 16.78
 View chart
Ishares Trust Msci Uk Etf Ewu (EWU) 0.1 $267k +44711% 8.1k 33.05
 View chart
Ishares Inc Msci Switzerland Etf Ewl (EWL) 0.1 $266k NEW 5.5k 48.27
 View chart
Advanced Micro Devices Amd (AMD) 0.1 $265k +129% 1.8k 147.41
 View chart
Ishares Trust Trs Flt Rt Bd Etf Tflo (TFLO) 0.1 $260k +11893% 5.2k 50.47
 View chart
Ishares Trust Jpmorgan Usd Emg Etf Emb (EMB) 0.1 $260k NEW 2.9k 89.06
 View chart
Eli Lilly And Company Lly (LLY) 0.1 $257k +6200% 441.00 582.92
 View chart
Constellation Brands Inc Com Cl A STZ (STZ) 0.1 $257k +41% 1.1k 241.67
 View chart
Ishares Trust Us Aer Def Etf Ita (ITA) 0.1 $252k +15% 2.0k 126.60
 View chart
Vanguard Ftse Emr Mkt Etf Vwo (VWO) 0.0 $250k +66% 6.1k 41.10
 View chart
Ishares Inc Msci Taiwan Etf Ewt (EWT) 0.0 $248k +5191% 5.4k 46.03
 View chart
Servicenow Now (NOW) 0.0 $245k +478% 347.00 706.49
 View chart
Invesco Exchange Traded Fd Tr Buyback Achiev Etf PKW (PKW) 0.0 $245k +6233% 2.5k 99.02
 View chart
Ssga Active Tr Spdr Blackstone High Income Hybl (HYBL) 0.0 $244k NEW 8.7k 28.13
 View chart
Ishares Inc Msci Germany Etf Ewg (EWG) 0.0 $244k NEW 8.2k 29.69
 View chart
Spdr Series Trust Portfli High Yld Etf Sphy (SPHY) 0.0 $243k +1220% 10k 23.38
 View chart
Dimensional ETF Trust - Dimensional US Core Equity Market ETF Dfau (DFAU) 0.0 $243k -9% 7.3k 33.25
 View chart
Vanguard Total Stk Mkt Etf Vti (VTI) 0.0 $241k -34% 1.0k 237.22
 View chart
First Trust S&P International Dividend Aristocrats ETF Fid (FID) 0.0 $240k +38% 15k 16.12
 View chart
Ishares Inc Msci Austria Etf Ewo (EWO) 0.0 $237k NEW 11k 21.61
 View chart
Wp Carey WPC (WPC) 0.0 $236k -10% 3.6k 64.81
 View chart
Vanguard Emerg Mkt Bd Etf Vwob (VWOB) 0.0 $235k NEW 3.7k 63.75
 View chart
Physicians Realty Trust Doc (DOC) 0.0 $232k +28% 18k 13.31
 View chart
Dte Energy Dte (DTE) 0.0 $231k +1440% 2.1k 110.27
 View chart
First Trust Portfolios Mid Cap Core Alpha Com Shs Etf FNX (FNX) 0.0 $230k -89% 2.2k 104.45
 View chart
Adobe Adbe (ADBE) 0.0 $228k NEW 382.00 596.34
 View chart
Cleveland Cliffs CLF (CLF) 0.0 $227k +8% 11k 20.42
 View chart
International Bus Mach Corp Ibm (IBM) 0.0 $226k +99% 1.4k 163.55
 View chart

Past Filings by Coppell Advisory Solutions

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