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CIK: 0001848433
Total reported value
$1.2B
$1.2B
1877 檔
12.6%
As reported in its official Q3 2024 Form 13F filing, Coppell Advisory Solutions LLC's tracked investment portfolio stood at $1.2B with 1877 total positions.
In Q3 2024, Coppell Advisory Solutions LLC displayed an active expansion posture, initiating 22 new positions and adding to 106 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1877 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FIXD | First Trust Smith Opportunis | ETF-Other | 6.93% | — | NEW | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 4.54% | — | NEW | |
| 3 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.40% | +0.36% | NEW | |
| 4 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 3.42% | — | +1.96% | |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 3.24% | +0.27% | NEW | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 3.11% | — | +4425.23% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.01% | +0.08% | NEW | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.68% | +0.14% | NEW | |
| 9 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.66% | — | NEW | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.60% | +0.91% | NEW | |
| 11 | PFLD | Aam Low Dur Pref & Inc Sec | ETF-Other | 1.51% | — | +18.99% | |
| 12 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 1.43% | — | NEW | |
| 13 | FVD | First Trust Value Line Dvd | ETF-Other | 1.23% | +0.01% | NEW | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | — | NEW | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.09% | -9.08% | -77.44% | |
| 16 | FTA | First Trust L C Val Alp | ETF-Other | 1.07% | +0.10% | NEW | |
| 17 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-Tech | 1.04% | +0.06% | NEW | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.65% | NEW | |
| 19 | FTCS | First Trust Capital Strength | ETF-Other | 1.02% | — | -1.31% | |
| 20 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.96% | — | -2.49% | |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.92% | — | NEW | |
| 22 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.91% | — | +9072.95% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 0.86% | — | +2253.28% | |
| 24 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.82% | — | NEW | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | — | -2.33% | |
| 26 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.78% | — | NEW | |
| 27 | ADBE | Adobe Inc | Stock-Tech | 0.77% | — | +2580.42% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | — | NEW | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | -6.09% | +52.88% | |
| 30 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.67% | — | +1.96% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | +2.43% | NEW | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.60% | +0.17% | NEW | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | — | +0.48% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | — | +1.54% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.53% | — | +34.86% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.46% | — | NEW | |
| 37 | FEP | First Trust Europe | ETF-Other | 0.46% | — | NEW | |
| 38 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.46% | +0.02% | NEW | |
| 39 | ✓ | Eve Mobility Acquisition Cor | Stock-Other | 0.46% | — | — | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | — | NEW | |
| 41 | FXH | First Trust Health Care Alph | ETF-Other | 0.46% | — | -13.51% | |
| 42 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.45% | — | +54.33% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-Other | 0.45% | +0.33% | NEW | |
| 44 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.45% | — | NEW | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | — | -11.04% | |
| 46 | MARM | Ftvestus Max Buff ETF March | ETF-Other | 0.44% | +0.07% | NEW | |
| 47 | FEM | First Trust Emerging Markets | ETF-Emerging Markets | 0.44% | — | NEW | |
| 48 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.43% | +0.16% | NEW | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | +0.28% | NEW | |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.43% | +0.33% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FIXD | First Trust Smith Opportunis | +5.3% | +337.68% | Add |
| 2 | TSLA | Tesla Inc | +4.3% | +5117.64% | Add |
| 3 | ORCL | Oracle CORP | +3.1% | +4425.23% | Add |
| 4 | WMT | Walmart Inc | +3% | +1069.26% | Add |
| 5 | UNH | Unitedhealth Group Inc | +2.9% | +2430.76% | Add |
| 6 | QQQJ | Invesco Nasdaq Next Gen 100 | +1% | NEW | New buy |
| 7 | TMUS | T-mobile US Inc | +0.9% | +9072.95% | Add |
| 8 | CSCO | Cisco Systems Inc | +0.8% | +2253.28% | Add |
| 9 | ADBE | Adobe Inc | +0.7% | +2580.42% | Add |
| 10 | ✓ | Eve Mobility Acquisition Cor | +0.5% | NEW | New buy |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +179.00% | Add |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +32.07% | Add |
| 13 | GT | Goodyear Tire & Rubber Co | +0.3% | +5877.45% | Add |
| 14 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.3% | +36.65% | Add |
| 15 | DAN | Dana Inc | +0.3% | NEW | New buy |
| 16 | BP | Bp Plc-spons Adr | +0.3% | +9588.01% | Add |
| 17 | DK | Delek US Holdings Inc | +0.3% | +17464.01% | Add |
| 18 | SPHD | Invesco S&p 500 High Dividen | +0.3% | +6013.24% | Add |
| 19 | MGA | Magna International Inc | +0.3% | +3609.43% | Add |
| 20 | FVD | First Trust Value Line Dvd | +0.3% | +26.51% | Add |
| 21 | FBT | First Trust Nyse Arca Biotec | +0.3% | +2308.73% | Add |
| 22 | SPLV | Invesco S&p 500 Low Volatili | +0.3% | +6462.33% | Add |
| 23 | ICSH | Ishares Ultra Short Duration | +0.2% | NEW | New buy |
| 24 | METV | Roundhill Ball Metaverse ETF | +0.2% | NEW | New buy |
| 25 | XLG | Invesco S&p 500 Top 50 ETF | +0.2% | +7507.94% | Add |
| 26 | AMZN | Amazon.com Inc | +0.2% | +52.88% | Add |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +39.21% | Add |
| 28 | MCD | Mcdonald's CORP | +0.2% | +34.86% | Add |
| 29 | IWP | Ishares Russell Mid-cap Grow | +0.2% | +107.71% | Add |
| 30 | IWY | Ishares Russell Top 200 Grow | +0.2% | +369.94% | Add |
| 31 | KO | Coca-cola Co/the | +0.1% | +170.38% | Add |
| 32 | PFLD | Aam Low Dur Pref & Inc Sec | +0.1% | +18.99% | Add |
| 33 | QTEC | First Trust Nasdq 100 Tech I | +0.1% | +54.33% | Add |
| 34 | SPGP | Invesco S&p 500 Garp ETF | +0.1% | NEW | New buy |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +16.58% | Add |
| 36 | MGC | Vanguard Mega Cap ETF | +0.1% | +972.56% | Add |
| 37 | BRNY | Burney US Factor Rotation | +0.1% | NEW | New buy |
| 38 | WDTE | Defiance S&p 500 Weekly Dist | +0.1% | NEW | New buy |
| 39 | SILA | Sila Realty Trust Inc | +0.1% | NEW | New buy |
| 40 | ADMA | Adma Biologics Inc | +0.1% | -53.13% | Trim |
| 41 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.1% | +3146.84% | Add |
| 42 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +9.54% | Add |
| 43 | AAT | American Assets Trust Inc | +0.1% | NEW | New buy |
| 44 | SJNK | Ss Spdr Bb St Hi Yield ETF | 0% | +30.50% | Add |
| 45 | DOC | Healthpeak Properties Inc | 0% | NEW | New buy |
| 46 | EWC | Ishares Msci Canada ETF | 0% | +440.19% | Add |
| 47 | EWI | Ishares Msci Italy ETF | 0% | NEW | New buy |
| 48 | JEPI | Jpmorgan Equity Premium Inco | 0% | +16.00% | Add |
| 49 | GILD | Gilead Sciences Inc | 0% | -0.98% | Trim |
| 50 | MARM | Ftvestus Max Buff ETF March | 0% | +15.85% | Add |
According to official SEC Form 13F filings, Coppell Advisory Solutions LLC reported a total U.S. public equity portfolio value of $1.2B across 1877 disclosed positions in Q3 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 FIXD, FTSM, TSLA) accounted for 12.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
QQQJ
市值: $7.0M
Top Position Liquidated / Trimmed
BG
前期市值: $1.5M
During Q3 2024, Coppell Advisory Solutions LLC's top holdings by market value included FIXD (6.9%)、FTSM (4.5%)、TSLA (4.4%). The largest single position, FIXD, represented 6.9% of total portfolio value.
In Q3 2024, Coppell Advisory Solutions LLC made 200 total portfolio adjustments, initiating 22 new buys, adding to 106 positions, trimming 65 holdings, and fully liquidating 7 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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