CA
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Coppell Advisory Solutions Corp.13F | |
| Coppell Advisory Solutions Corp. | |
| Last update 2024-05-16 | 263 Stocks (109 new) |
| Value $530.00 Mil | Turnover 54 % |
Coppell Advisory Solutions Cor... Top Holdings of 2024-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIXD |
First Trust TCW Opportunistic Fixed Income ETF
First Trust TCW Opportunistic Fixed Income ETF
| 1,428,264 | 62,272.3 | +376.07% | 11.760 | +9.29% | - | +1.45% | +3.50% | 3,380.1 | ||
FTSM |
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
| 545,893 | 32,546.1 | -44.66% | 6.150 | -8.64% | - | +1.19% | +2.56% | 6,354.3 | ||
KNG |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
| 398,473 | 21,402.0 | New Holding | 4.040 | +4.04% | - | +6.14% | +3.72% | 3,824.5 | ||
JPM | JPMorgan Chase & Co | 77,837 | 15,590.7 | +464.45% | 2.940 | +2.42% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
NVDA | NVIDIA Corp | 152,920 | 13,817.4 | +63.11% | 2.610 | +1.01% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
META | Meta Platforms Inc | 26,965 | 13,093.7 | +134.17% | 2.470 | +1.42% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
BUFR | FT Vest Laddered Buffer ETF | 464,788 | 12,995.5 | New Holding | 2.450 | +2.45% | - | +13.05% | +5.51% | 7,005.5 | ||
AMZN | Amazon.com Inc | 69,383 | 12,515.3 | +825.11% | 2.360 | +2.10% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
QQQ | INVESCO QQQ Trust | 21,010 | 9,328.6 | +44.76% | 1.760 | +0.54% | - | +26.52% | +10.07% | 357,775.2 | ||
FEX | FIRST TR LARGE CAP | 71,399 | 7,085.6 | +87.76% | 1.340 | +0.63% | - | +15.86% | +7.32% | 1,324.9 |
Coppell Advisory Solutions Corp.'s Historical Top Holdings Breakdowns
Coppell Advisory Solutions Corp.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FIXD |
First Trust TCW Opportunistic Fixed Income ETF
First Trust TCW Opportunistic Fixed Income ETF
| 2024-03-31 | Add Add | +9.29% | 43.25 ($43.83) 44.65 | $43.53 | -0.68% | Add 376.07% | 1,428,264 | 1,128,255 | |
FTSM |
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
| 2024-03-31 | Reduce Reduce | -8.64% | 59.62 ($59.76) 59.91 | $59.98 | 0.37% | Reduce -44.66% | 545,893 | -440,552 | |
KNG |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
| 2024-03-31 | New Buy New Buy | +4.04% | 50.5 ($51.79) 53.71 | $49.88 | -3.69% | New holding | 398,473 | 398,473 | |
BUFR | FT Vest Laddered Buffer ETF | 2024-03-31 | New Buy New Buy | +2.45% | 26.3 ($27.25) 27.96 | $32.15 | 17.98% | New holding | 464,788 | 464,788 | |
JPM | JPMorgan Chase & Co | 2024-03-31 | Add Add | +2.42% | 167.09 ($180.44) 200.3 | $291.27 | 61.42% | Add 464.45% | 77,837 | 64,047 | |
DVY | iShares Select Dividend ETF | 2024-03-31 | Reduce Reduce | -2.27% | 113.31 ($117.11) 123.18 | $135.62 | 15.81% | Reduce -94.03% | 3,775 | -59,501 | |
AMZN | Amazon.com Inc | 2024-03-31 | Add Add | +2.10% | 144.57 ($166.93) 180.38 | $226.13 | 35.46% | Add 825.11% | 69,383 | 61,883 | |
META | Meta Platforms Inc | 2024-03-31 | Add Add | +1.42% | 344.47 ($446.07) 512.19 | $704.28 | 57.89% | Add 134.17% | 26,965 | 15,450 | |
FEXD | Fintech Ecosystem Development Corp | 2024-03-31 | Sold Out Sold Out | -1.13% | 10.75 ($10.84) 11 | $10.86 | 0.18% | Sold Out | 0 | -43,172 | |
DBP | Invesco DB Precious Metals Fund | 2024-03-31 | Sold Out Sold Out | -1.04% | 47.94 ($49.97) 53.55 | $76.69 | 53.47% | Sold Out | 0 | -62,162 |
Coppell Advisory Solutions Corp. Total Holding History ($B)
Coppell Advisory Solutions Corp.'s Asset Allocation
Coppell Advisory Solutions Corp. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Coppell Advisory Solutions Corp.'s Hypothetical Growth since 2024-03-31
Coppell Advisory Solutions Corp.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Coppell Advisory Solutions Corp.'s Holdings Heat Map
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Coppell Advisory Solutions Corp.'s Holdings Bubble Chart
Coppell Advisory Solutions Corp. News
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