Coppell Advisory Solutions LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$670M
Signature - Title
Laura Wajs - Chief Compliance Officer
Location
Coppell, TX
Summary
This page shows a list of all the recent 13F filings made by Coppell Advisory Solutions LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Coppell Advisory Solutions LLC reported 1876 stock holdings with total value $670M as of Q3 2024. Top holdings included FIXD, FTSM, TSLA, KNG, and WMT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 1,876 $670M +$212M -$166M +$46.4M FIXD, FTSM, TSLA, KNG, WMT 13F-HR 11/14/2024, 04:27 PM
Q2 2024 1,794 $606M +$244M -$160M +$83.4M GOOG, NVDA, FTSM, AAPL, LLY 13F-HR 8/15/2024, 03:18 PM
Q4 2023 1,719 $496M +$236M -$61M +$175M FTSM, FIXD, MSFT, AAPL, JPM 13F-HR 2/14/2024, 01:59 PM
Q3 2023 1,199 $226M +$57M -$123M -$65.8M FIXD, FTSM, DVY, JNK, VOO 13F-HR 11/14/2023, 01:08 PM
Q2 2023 1,435 $338M +$120M -$81.5M +$38.1M FTSM, FIXD, FXH, FTA, FXL 13F-HR 8/17/2023, 10:44 AM
Q1 2023 200 $291M +$101M -$95.6M +$5.19M FTSM, FIXD, DVY, FDT, AAPL 13F-HR 5/19/2023, 10:11 AM
Q4 2022 1,202 $278M $0 $0 FIXD, FTSM, ZROZ, DVY, JNK 13F-HR 5/19/2023, 10:09 AM
Q4 2020 155 $198M $0 $0 FIXD, FEX, VEU, JNK, LQD 13F-HR 3/9/2021, 06:15 PM