CA

Coppell Advisory Solutions Corp.

13F
Coppell Advisory Solutions Corp.
Last update 2024-05-16 263 Stocks (109 new)
Value $530.00 Mil Turnover 54 %
Countries:
Top Holdings: FIXD(11.76%)FTSM(6.15%)KNG(4.04%)JPM(2.94%)NVDA(2.61%)
Summary Stock Picks Current Portfolio
Coppell Advisory Solutions Cor... Top Holdings of 2024-03-31 View Full List
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
1,428,264
62,272.3
+376.07%
11.760
+9.29%
-
+0.43%
+3.07%
3,456.1
 
FTSM 		First Trust Enhanced Short Maturity ETF
545,893
32,546.1
-44.66%
6.150
-8.64%
-
+1.09%
+1.98%
6,473.3
 
KNG 		FT Vest S&P 500 Dividend Aristocrats Target Income ETF
398,473
21,402.0
New Holding
4.040
+4.04%
-
-2.18%
+0.82%
3,712.6
 
JPM 		JPMorgan Chase & Co
77,837
15,590.7
+464.45%
2.940
+2.42%
0.000
+4.65%
+10.37%
727,033.4
Banks
NVDA 		NVIDIA Corp
152,920
13,817.4
+63.11%
2.610
+1.01%
0.000
+20.55%
+5.30%
3,448,278.6
Semiconductors
META 		Meta Platforms Inc
26,965
13,093.7
+134.17%
2.470
+1.42%
0.000
+5.36%
+18.13%
1,737,500.7
Interactive Media
BUFR 		FT Vest Laddered Buffer ETF
464,788
12,995.5
New Holding
2.450
+2.45%
-
+1.71%
+1.71%
6,628.8
 
AMZN 		Amazon.com Inc
69,383
12,515.3
+825.11%
2.360
+2.10%
0.000
+0.68%
-4.38%
2,227,045.3
Retail - Cyclical
QQQ 		INVESCO QQQ Trust
21,010
9,328.6
+44.76%
1.760
+0.54%
-
+5.60%
+3.70%
336,822.2
 
FEX 		FIRST TR LARGE CAP
71,399
7,085.6
+87.76%
1.340
+0.63%
-
+1.88%
+2.06%
1,283.0
 

Coppell Advisory Solutions Corp.'s Historical Top Holdings Breakdowns

Coppell Advisory Solutions Corp.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FIXD 		First Trust TCW Opportunistic Fixed Income ETF2024-03-31Add
+9.29%
●
43.25 ($43.83) 44.65
$43.45
-0.87%
Add 376.07%
1,428,264
1,128,255
FTSM 		First Trust Enhanced Short Maturity ETF2024-03-31Reduce
-8.64%
●
59.62 ($59.76) 59.91
$59.85
0.16%
Reduce -44.66%
545,893
-440,552
KNG 		FT Vest S&P 500 Dividend Aristocrats Target Income ETF2024-03-31New Buy
+4.04%
●
50.5 ($51.79) 53.71
$48.83
-5.71%
New holding
398,473
398,473
BUFR 		FT Vest Laddered Buffer ETF2024-03-31New Buy
+2.45%
●
26.3 ($27.25) 27.96
$30.99
13.72%
New holding
464,788
464,788
JPM 		JPMorgan Chase & Co2024-03-31Add
+2.42%
●
167.09 ($180.44) 200.3
$261.31
44.82%
Add 464.45%
77,837
64,047
DVY 		iShares Select Dividend ETF2024-03-31Reduce
-2.27%
●
113.31 ($117.11) 123.18
$130.26
11.23%
Reduce -94.03%
3,775
-59,501
AMZN 		Amazon.com Inc2024-03-31Add
+2.10%
●
144.57 ($166.93) 180.38
$208.78
25.07%
Add 825.11%
69,383
61,883
META 		Meta Platforms Inc2024-03-31Add
+1.42%
●
344.47 ($446.07) 512.19
$689.30
54.53%
Add 134.17%
26,965
15,450
FEXD 		Fintech Ecosystem Development Corp2024-03-31Sold Out
-1.13%
●
10.75 ($10.84) 11
$10.86
0.18%
Sold Out
0
-43,172
DBP 		Invesco DB Precious Metals Fund2024-03-31Sold Out
-1.04%
●
47.94 ($49.97) 53.55
$76.35
52.79%
Sold Out
0
-62,162

Coppell Advisory Solutions Corp. Total Holding History ($B)

To

Coppell Advisory Solutions Corp.'s Asset Allocation

To

Coppell Advisory Solutions Corp. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Coppell Advisory Solutions Corp.'s Holdings Bubble Chart

Coppell Advisory Solutions Corp. News

  • 1

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