CA
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Coppell Advisory Solutions LLC13F | |
| Coppell Advisory Solutions LLC | |
| Last update 2025-05-16 | 334 Stocks (44 new) |
| Value $721.00 Mil | Turnover 55 % |
Coppell Advisory Solutions LLC... Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YFYA | Yields for You Strategy A ETF | 2,550,806 | 59,886.3 | New Holding | 8.300 | +8.30% | 101.630 | +1.38% | - | 24.1 | ||
BRNY | Burney U.S. Factor Rotation ETF | 1,012,014 | 40,510.9 | +896.31% | 5.620 | +5.06% | 12.000 | +16.01% | +10.32% | 412.8 | ||
BUFZ |
FT Vest Laddered Moderate Buffer ETF
FT Vest Laddered Moderate Buffer ETF
| 884,686 | 20,675.1 | New Holding | 2.870 | +2.87% | 4.770 | +9.28% | +6.03% | 523.1 | ||
LAD | Lithia Motors Inc | 2,027,362 | 20,060.8 | +10,136,710.00% | 2.780 | +2.78% | 7.790 | +6.22% | -13.03% | 8,063.7 | Vehicles & Parts | |
FTSM |
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
| 289,299 | 17,372.4 | -42.89% | 2.410 | -1.83% | 0.260 | +1.15% | +2.60% | 6,255.0 | ||
BUFR | FT Vest Laddered Buffer ETF | 573,786 | 16,886.5 | -16.61% | 2.340 | -0.49% | 0.270 | +10.86% | +6.20% | 7,083.6 | ||
SRLN | SPDR Blackstone Senior Loan ETF | 379,653 | 15,512.6 | +748.88% | 2.150 | +1.90% | 0.240 | +3.96% | +3.65% | 7,056.7 | ||
BND | Vanguard Total Bond Market ETF | 192,081 | 14,127.6 | +259.11% | 1.960 | +1.41% | 0.010 | +0.98% | +3.40% | 127,600.9 | ||
FIXD |
First Trust Smith Opportunistic Fixed Income ETF
First Trust Smith Opportunistic Fixed Income ETF
| 320,690 | 14,043.0 | -83.90% | 1.950 | -10.16% | 0.390 | +1.33% | +3.70% | 3,334.8 | ||
KNG |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
| 284,043 | 13,690.9 | -38.24% | 1.900 | -1.24% | 0.380 | +6.83% | +5.52% | 3,860.4 |
Coppell Advisory Solutions LLC's Historical Top Holdings Breakdowns
Coppell Advisory Solutions LLC'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 Smith Opportunistic Fixed Income ETF
First Trust Smith Opportunistic Fixed Income ETF
| 2025-03-31 | Reduce Reduce | -10.16% | 42.4 ($43.35) 44.11 | $43.45 | 0.23% | Reduce -83.9% | 320,690 | -1,671,503 | |
YFYA | Yields for You Strategy A ETF | 2025-03-31 | New Buy New Buy | +8.30% | 9.95 ($10) 10.04 | $9.91 | -0.90% | New holding | 2,550,806 | 2,550,806 | |
BRNY | Burney U.S. Factor Rotation ETF | 2025-03-31 | Add Add | +5.06% | 39.09 ($42.07) 44.18 | $45.67 | 8.56% | Add 896.31% | 1,012,014 | 910,438 | |
BUFZ |
FT Vest Laddered Moderate Buffer ETF
FT Vest Laddered Moderate Buffer ETF
| 2025-03-31 | New Buy New Buy | +2.87% | 23.22 ($24.01) 24.46 | $25.33 | 5.50% | New holding | 884,686 | 884,686 | |
LAD | Lithia Motors Inc | 2025-03-31 | Add Add | +2.78% | 285.59 ($340.53) 385.71 | $309.78 | -9.03% | Add 10136710% | 2,027,362 | 2,027,342 | |
TSLA | Tesla Inc | 2025-03-31 | Reduce Reduce | -2.46% | 222.15 ($333.26) 428.22 | $305.30 | -8.39% | Reduce -82.69% | 8,734 | -41,729 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -2.37% | 84.5 ($93.81) 105.05 | $96.60 | 2.97% | Reduce -87.43% | 26,570 | -184,825 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -2.00% | 190.26 ($217) 242.06 | $232.23 | 7.02% | Reduce -65.96% | 32,989 | -63,917 | |
SRLN | SPDR Blackstone Senior Loan ETF | 2025-03-31 | Add Add | +1.90% | 41.02 ($41.59) 41.99 | $41.62 | 0.07% | Add 748.88% | 379,653 | 334,929 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Reduce Reduce | -1.84% | 91.45 ($91.59) 91.75 | $91.68 | 0.10% | Reduce -68.8% | 64,645 | -142,553 |
Coppell Advisory Solutions LLC Total Holding History ($B)
Coppell Advisory Solutions LLC's Asset Allocation
Coppell Advisory Solutions LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Coppell Advisory Solutions LLC's Hypothetical Growth since 2025-03-31
Coppell Advisory Solutions LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Coppell Advisory Solutions LLC's Holdings Heat Map
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Coppell Advisory Solutions LLC's Holdings Bubble Chart
Coppell Advisory Solutions LLC News
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