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CIK: 0001848433
Total reported value
$1.2B
$1.2B
1798 檔
12.6%
At the close of Q2 2024, Coppell Advisory Solutions LLC disclosed equity holdings valued at approximately $1.2B, spread across 1798 reported holdings.
During Q2 2024, Coppell Advisory Solutions LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1798 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.91% | -1.57% | EXIT | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.11% | — | NEW | |
| 3 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 5.06% | — | NEW | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.03% | -9.08% | +106.63% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.00% | — | +5971.66% | |
| 6 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 3.49% | — | +101.82% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.83% | — | NEW | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.58% | +0.14% | NEW | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.75% | +0.17% | NEW | |
| 10 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.68% | — | NEW | |
| 11 | PFLD | Aam Low Dur Pref & Inc Sec | ETF-Other | 1.40% | — | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.40% | — | NEW | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.29% | +0.91% | NEW | |
| 14 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 1.14% | — | NEW | |
| 15 | FTA | First Trust L C Val Alp | ETF-Other | 1.12% | +0.10% | NEW | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.65% | NEW | |
| 17 | FTCS | First Trust Capital Strength | ETF-Other | 1.07% | — | -0.34% | |
| 18 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 1.03% | — | +57.42% | |
| 19 | FVD | First Trust Value Line Dvd | ETF-Other | 0.98% | +0.01% | NEW | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 0.90% | — | +19.66% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | — | -26.58% | |
| 22 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.87% | — | NEW | |
| 23 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.86% | — | NEW | |
| 24 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.83% | — | NEW | |
| 25 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.71% | — | +51.11% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | — | NEW | |
| 27 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.68% | — | -6.28% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.64% | +0.11% | NEW | |
| 29 | RDVY | First Trust Rising Dividend | ETF-Other | 0.64% | — | NEW | |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.57% | +0.33% | NEW | |
| 31 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.57% | — | NEW | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | — | -9.01% | |
| 33 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.56% | +0.16% | NEW | |
| 34 | FXH | First Trust Health Care Alph | ETF-Other | 0.56% | — | +3.30% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | — | +46.87% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | — | -10.84% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +2.43% | NEW | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | -6.09% | +48.81% | |
| 39 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.50% | — | NEW | |
| 40 | VV | Vanguard Large-cap ETF | ETF-Other | 0.49% | +0.33% | NEW | |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | +0.28% | NEW | |
| 42 | FEP | First Trust Europe | ETF-Other | 0.47% | — | NEW | |
| 43 | FEM | First Trust Emerging Markets | ETF-Emerging Markets | 0.46% | — | NEW | |
| 44 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.46% | — | -11.42% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.44% | +0.14% | NEW | |
| 46 | WFC | Wells Fargo & Co | Stock-Financials | 0.44% | +0.19% | NEW | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.44% | — | +17.79% | |
| 48 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.43% | +0.02% | NEW | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.43% | — | NEW | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.42% | +0.06% | NEW |
According to official SEC Form 13F filings, Coppell Advisory Solutions LLC reported a total U.S. public equity portfolio value of $1.2B across 1798 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOOG, NVDA, FTSM) accounted for 12.6% of total reported equity market value during Q2 2024.
During Q2 2024, Coppell Advisory Solutions LLC's top holdings by market value included GOOG (5.9%)、NVDA (5.1%)、FTSM (5.1%). The largest single position, GOOG, represented 5.9% of total portfolio value.
In Q2 2024, Coppell Advisory Solutions LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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