Portfolio (Quarterly)
Guide ↗
Coppell Advisory Solutions LLC
· CIK 0001848433| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 221 | SCHF | SCHWAB STRATEGIC TR | — | 22,695 | $549K | 0.05% | SOLD |
| 222 | HCMT | DIREXION SHS ETF TR | — | 13,716 | $537K | 0.05% | SOLD |
| 223 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,921 | $528K | 0.05% | SOLD |
| 224 | VB | VANGUARD INDEX FDS | — | 2,014 | $525K | 0.05% | SOLD |
| 225 | VHT | VANGUARD WORLD FD | — | 1,785 | $517K | 0.05% | SOLD |
| 226 | GOVT | ISHARES TR | — | 22,087 | $510K | 0.05% | SOLD |
| 227 | VBR | VANGUARD INDEX FDS | — | 2,310 | $494K | 0.05% | SOLD |
| 228 | UDEC | INNOVATOR ETFS TRUST | — | 12,367 | $492K | 0.05% | SOLD |
| 229 | SPDW | SPDR INDEX SHS FDS | — | 11,034 | $492K | 0.05% | SOLD |
| 230 | VCLT | VANGUARD SCOTTSDALE FDS | — | 6,423 | $490K | 0.05% | SOLD |
| 231 | QSPT | FIRST TR EXCHNG TRADED FD VI | — | 15,376 | $489K | 0.05% | SOLD |
| 232 | XCCC | BONDBLOXX ETF TRUST | — | 12,836 | $488K | 0.05% | SOLD |
| 233 | QQQM | INVESCO EXCH TRADED FD TR II | — | 1,908 | $487K | 0.05% | SOLD |
| 234 | FAPR | FIRST TR EXCHNG TRADED FD VI | — | 10,932 | $486K | 0.05% | SOLD |
| 235 | EVRG | EVERGY INC | Utilities | 6,583 | $482K | 0.05% | SOLD |
| 236 | FCVT | FIRST TR EXCHANGE-TRADED FD | — | 10,846 | $473K | 0.05% | SOLD |
| 237 | FTXO | FIRST TR EXCHANGE TRADED FD | — | 12,351 | $471K | 0.05% | SOLD |
| 238 | VDC | VANGUARD WORLD FD | — | 2,197 | $467K | 0.05% | SOLD |
| 239 | FSIG | FIRST TR EXCHANGE-TRADED FD | — | 24,223 | $465K | 0.05% | SOLD |
| 240 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 9,283 | $463K | 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%