Portfolio (Quarterly)
Guide ↗
Coppell Advisory Solutions LLC
· CIK 0001848433| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 201 | IWF | ISHARES TR | — | 1,400 | $668K | 0.07% | SOLD |
| 202 | HDV | ISHARES TR | — | 5,462 | $668K | 0.07% | SOLD |
| 203 | COIN | COINBASE GLOBAL INC | Financial Services | 2,866 | $664K | 0.07% | SOLD |
| 204 | QCOM | QUALCOMM INC | Technology | 3,796 | $659K | 0.07% | SOLD |
| 205 | ICSH | ISHARES TR | — | 13,014 | $658K | 0.07% | SOLD |
| 206 | LSAF | TWO RDS SHARED TR | — | 14,431 | $657K | 0.07% | SOLD |
| 207 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 2,138 | $646K | 0.06% | SOLD |
| 208 | IWD | ISHARES TR | — | 2,984 | $632K | 0.06% | SOLD |
| 209 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 12,884 | $630K | 0.06% | SOLD |
| 210 | DIVG | INVESCO EXCH TRADED FD TR II | — | 18,850 | $619K | 0.06% | SOLD |
| 211 | MS | MORGAN STANLEY | Financial Services | 3,326 | $596K | 0.06% | SOLD |
| 212 | XLC | SELECT SECTOR SPDR TR | — | 4,995 | $591K | 0.06% | SOLD |
| 213 | SPYT | TIDAL TRUST II | — | 32,642 | $586K | 0.06% | SOLD |
| 214 | VBK | VANGUARD INDEX FDS | — | 1,909 | $582K | 0.06% | SOLD |
| 215 | FBT | FIRST TR EXCHANGE-TRADED FD | — | 2,731 | $572K | 0.06% | SOLD |
| 216 | D | DOMINION ENERGY INC | Utilities | 9,509 | $562K | 0.06% | SOLD |
| 217 | LSAT | TWO RDS SHARED TR | — | 14,347 | $561K | 0.06% | SOLD |
| 218 | LGOV | FIRST TR EXCHANGE-TRADED FD | — | 25,487 | $559K | 0.06% | SOLD |
| 219 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1,844 | $552K | 0.05% | SOLD |
| 220 | VGLT | VANGUARD SCOTTSDALE FDS | — | 9,805 | $550K | 0.05% | SOLD |
Sector Allocation
Technology
41.7%
Consumer Cyclical
22.1%
Communication Services
18.0%
Financial Services
7.8%
Healthcare
6.2%
Industrials
2.3%
Consumer Defensive
0.7%
Basic Materials
0.5%
Energy
0.4%
Real Estate
0.3%