Coppell Advisory Solutions Corp.

13F Filings History

Latest 13F report
Q1 2024 - May 16, 2024
Value $
$530M
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 Corp.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Coppell Advisory Solutions Corp. reported 266 stock holdings with total value $530M as of Q1 2024. Top holdings included FIXD, FTSM, KNG, JPM, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 266 $530M $0 $0 FIXD, FTSM, KNG, JPM, NVDA 13F-HR 5/15/2024, 07:44 PM
Q1 2023 200 $299M +$102M -$95.6M +$5.91M FTSM, FIXD, DVY, FDT, AAPL 13F-HR 5/10/2023, 08:36 AM
Q4 2022 1,202 $278M $0 $0 FIXD, FTSM, ZROZ, DVY, JNK 13F-HR 2/17/2023, 02:37 PM