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CIK: 0001848433
Total reported value
$1.2B
$1.2B
334 檔
13.1%
In Q1 2025, Coppell Advisory Solutions LLC's U.S. equity holdings reached a combined market value of $1.2B, distributed across 334 disclosed stock positions.
In Q1 2025, Coppell Advisory Solutions LLC displayed an active expansion posture, initiating 111 new positions and adding to 43 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 334 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | YFYA | Yields For You Income Strate | ETF-Other | 8.38% | — | NEW | |
| 2 | BRNY | Burney US Factor Rotation | ETF-Other | 5.67% | -49.63% | +896.31% | |
| 3 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 2.89% | — | NEW | |
| 4 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 2.81% | — | +10136710.00% | |
| 5 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 2.43% | — | NEW | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.36% | — | NEW | |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.17% | +2.23% | NEW | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 1.98% | +2.26% | NEW | |
| 9 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.96% | — | NEW | |
| 10 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.91% | — | -38.24% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.81% | — | +8816.05% | |
| 12 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 1.73% | — | NEW | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.71% | +1.69% | NEW | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.38% | +0.02% | NEW | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.33% | +0.15% | NEW | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | +2.43% | NEW | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.21% | -9.08% | +12.54% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.18% | +0.91% | NEW | |
| 19 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.08% | — | +646.54% | |
| 20 | MVIS | Microvision Inc | Stock-Other | 1.06% | — | +137421.43% | |
| 21 | KLAC | Kla CORP | Stock-Tech | 1.03% | +0.04% | NEW | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.65% | NEW | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.95% | +0.17% | NEW | |
| 24 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.95% | +1.18% | NEW | |
| 25 | JBL | Jabil Inc | Stock-Tech | 0.91% | — | +45748.28% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.90% | — | +87.78% | |
| 27 | FMF | First Trust Managed Futures | ETF-Other | 0.89% | — | NEW | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | -6.09% | -65.96% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.83% | +0.14% | NEW | |
| 30 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.79% | — | NEW | |
| 31 | NTST | Netstreit CORP | Stock-Other | 0.76% | — | -14.95% | |
| 32 | FAAR | First Trust Alt Abs Ret ETF | ETF-Other | 0.69% | +0.02% | NEW | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.67% | +0.02% | NEW | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | — | +28.26% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.63% | +0.05% | NEW | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.61% | -0.84% | EXIT | |
| 37 | FVD | First Trust Value Line Dvd | ETF-Other | 0.53% | +0.01% | NEW | |
| 38 | TUSI | Touchstone Ultra Short Incom | ETF-Other | 0.48% | +0.15% | NEW | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | — | -2.28% | |
| 40 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.45% | — | -47.86% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | -1.57% | EXIT | |
| 42 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.43% | — | NEW | |
| 43 | HYBL | Ss Blackstone High Inc ETF | ETF-Other | 0.42% | +0.28% | NEW | |
| 44 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 0.42% | — | — | |
| 45 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.41% | — | NEW | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.41% | — | +7781.75% | |
| 47 | PFF | Ishares Preferred & Income S | ETF-Other | 0.41% | — | +609.28% | |
| 48 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.40% | — | +1429.89% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-Other | 0.40% | +0.33% | NEW | |
| 50 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.40% | +0.01% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SRLN | Ss Blackstone Sr Loan ETF | +1.8% | +748.88% | Add |
| 2 | FTSM | First Trust Enh Short Mat Fd | +1.7% | -42.89% | Add |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +1.5% | +297.12% | Add |
| 4 | AVGO | Broadcom Inc | +1.2% | -44.33% | Add |
| 5 | COST | Costco Wholesale CORP | +0.8% | +87.78% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | — | Add |
| 7 | AMZN | Amazon.com Inc | +0.7% | -65.96% | Add |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | -25.63% | Add |
| 9 | FMF | First Trust Managed Futures | +0.5% | +275.50% | Add |
| 10 | AMGN | Amgen Inc | +0.4% | +153.18% | Add |
| 11 | AAPL | Apple Inc | +0.3% | +12.54% | Add |
| 12 | FAAR | First Trust Alt Abs Ret ETF | +0.2% | +324.52% | Add |
| 13 | SSO | Proshares Ultra S&p500 | +0.2% | +485.34% | Add |
| 14 | UNH | Unitedhealth Group Inc | +0.2% | +166.36% | Add |
| 15 | QCOM | Qualcomm Inc | +0.1% | +1124.50% | Add |
| 16 | TSLA | Tesla Inc | +0.1% | -82.69% | Add |
| 17 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.1% | +11.48% | Add |
| 18 | VUG | Vanguard Growth ETF | +0.1% | -10.89% | Add |
| 19 | GILD | Gilead Sciences Inc | +0.1% | -33.44% | Add |
| 20 | 6D8 | Dupont De Nemours Inc | +0.1% | -8.45% | Add |
| 21 | AJG | Arthur J Gallagher & Co | +0.1% | -38.20% | Add |
| 22 | FJP | First Trust Japan | +0.1% | -43.16% | Add |
| 23 | ACN | Accenture plc | 0% | -16.24% | Add |
| 24 | RTX | Rtx CORP | 0% | — | Add |
| 25 | FDT | First Trust Develp Mkt Ex-us | — | -50.62% | Add |
| 26 | BAC | Bank Of America CORP | — | -17.01% | Add |
| 27 | HON | Honeywell International Inc | 0% | -22.11% | Add |
| 28 | HD | Home Depot Inc | 0% | -2.28% | Add |
| 29 | ADI | Analog Devices Inc | 0% | -13.07% | Add |
| 30 | WFC | Wells Fargo & Co | -0.1% | -22.69% | Add |
| 31 | ABT | Abbott Laboratories | -0.1% | -35.22% | Add |
| 32 | UPS | United Parcel Service-cl B | -0.1% | -4.01% | Add |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | +69.47% | Add |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | -11.09% | Add |
| 35 | COP | Conocophillips | -0.1% | -17.65% | Add |
| 36 | USB | US Bancorp | -0.1% | -10.66% | Add |
| 37 | CMCSA | Comcast Corp-class A | -0.1% | -17.55% | Add |
| 38 | O | Realty Income CORP | -0.1% | -2.73% | Add |
| 39 | QTEC | First Trust Nasdq 100 Tech I | -0.1% | -54.82% | Add |
| 40 | CVX | Chevron CORP | -0.2% | -19.35% | Add |
| 41 | WMT | Walmart Inc | -0.2% | -87.43% | Add |
| 42 | FVD | First Trust Value Line Dvd | -0.4% | -42.58% | Add |
| 43 | VZ | Verizon Communications Inc | -0.8% | +61.19% | Trim |
| 44 | SPAB | Ss Spdr P Agg Bond ETF | -0.8% | +22.86% | Trim |
| 45 | FEM | First Trust Emerging Markets | -1% | -53.19% | Trim |
| 46 | FTC | First Trust Large Cap Growth | -1% | -0.14% | Trim |
| 47 | AGG | Ishares Core U.s. Aggregate | -1.1% | -56.52% | Trim |
| 48 | FCVT | First Trust Ssi Strategi ETF | -1.8% | -0.45% | Trim |
| 49 | FYX | First Trust Small Cap Core A | -1.8% | -75.16% | Trim |
| 50 | JNK | Ss Spdr Bb High Yield Bond | -3.1% | -2.69% | Trim |
According to official SEC Form 13F filings, Coppell Advisory Solutions LLC reported a total U.S. public equity portfolio value of $1.2B across 334 disclosed positions in Q1 2025.
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 YFYA, BRNY, BUFZ) accounted for 13.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
YFYA
市值: $59.9M
Top Position Liquidated / Trimmed
LQD
前期市值: $5.8M
During Q1 2025, Coppell Advisory Solutions LLC's top holdings by market value included YFYA (8.4%)、BRNY (5.7%)、BUFZ (2.9%). The largest single position, YFYA, represented 8.4% of total portfolio value.
In Q1 2025, Coppell Advisory Solutions LLC made 200 total portfolio adjustments, initiating 111 new buys, adding to 43 positions, trimming 10 holdings, and fully liquidating 36 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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