Coppell Advisory Solutions LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 15, 2024
Value $
$606M
Signature - Title
Laura Wajs - Chief Compliance Officer
Location
9111 Cypress Waters Blvd, Suite 140, Coppell, TX
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 1,794 $606M +$244M -$160M +$83.4M GOOG, NVDA, FTSM, AAPL, LLY 13F-HR 8/15/2024, 03:18 PM
Q4 2023 1,718 $496M +$270M -$80.8M +$189M FTSM, FIXD, MSFT, AAPL, JPM 13F-HR 2/14/2024, 01:59 PM
Q3 2023 1,199 $267M +$78.9M -$127M -$47.9M FIXD, FTSM, ZROZ, DVY, JNK 13F-HR 11/14/2023, 01:08 PM
Q2 2023 1,435 $336M +$117M -$81.5M +$35.9M FTSM, FIXD, FXH, FTA, FXL 13F-HR 8/17/2023, 10:44 AM
Q1 2023 200 $291M +$101M -$97.2M +$3.56M FTSM, FIXD, DVY, FDT, AAPL 13F-HR 5/19/2023, 10:11 AM
Q4 2022 1,201 $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