Coppell Advisory Solutions LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Coppell Advisory Solutions LLC

CIK Number: 0001848433

842.76M
Market Value
364
# of Holdings
4 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 20, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 BUFZ FT Vest Laddere...
25.93
-0.06% 1.32M +48.91% 32.78M 23.97 3.89% Share
2 BUFR FT Vest Laddere...
33.47
-0.01% 775.18K +35.10% 24.59M 29.84 2.92% Share
3 FTSM First Trust Enh...
59.94
+0.02% 298.97K +3.34% 17.96M 59.62 2.13% Share
4 SRLN SPDR Blackstone...
41.32
+0.01% 423.02K +11.42% 17.58M 41.23 2.09% Share
5 BUFD FT Vest Laddere...
27.63
-0.12% 659.73K +32.17% 17.44M 25.24 2.07% Share
6 BND Vanguard Total ...
74.40
+0.11% 231.75K +20.65% 17M 73.1 2.02% Share
7 MSFT Microsoft Corpo...
515.74
-0.76% 34.05K +100.00% 16.89M 497.41 2.00% Share
8 IUSB iShares Core To...
46.71
+0.13% 331.64K +100.00% 15.28M 46.23 1.81% Share
9 AVGO Broadcom Inc.
338.18
+1.44% 53.42K +3.60% 14.39M 229.31 1.71% Share
10 KNG FT Cboe Vest S&...
49.37
+0.29% 286.26K +0.78% 14.05M 50.11 1.67% Share
11 SPY SPDR S&P 500 ET...
669.16
+0.11% 21.3K +39.80% 13.1M 572.7 1.55% Share
12 SPLG SPDR Portfolio ...
78.72
+0.11% 171.67K +20.87% 12.42M 67.21 1.47% Share
13 QQQ Invesco QQQ Tru...
605.72
+0.41% 21.8K +52.20% 11.95M 497.29 1.42% Share
14 NFLX Netflix, Inc.
1162.53
-0.71% 8.23K +100.00% 10.89M 1339.13 1.29% Share
15 JPM JPMorgan Chase ...
307.56
-1.01% 36.22K +100.00% 10.4M 289.91 1.23% Share
16 TSLA Tesla, Inc.
435.97
-5.11% 30.59K +250.21% 9.9M 301.38 1.17% Share
17 AAPL Apple Inc.
257.13
+0.66% 46.28K +13.39% 9.31M 218.55 1.10% Share
18 BRK-B Berkshire Hatha...
495.96
-0.45% 17.75K -22.59% 8.62M 514.37 1.02% Share
19 VOO Vanguard S&P 50...
615.21
+0.10% 14.65K +5.59% 8.31M 506.33 0.99% Share
20 AMZN Amazon.com, Inc...
222.41
+0.81% 36.94K +11.97% 8.25M 213.57 0.98% Share
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