Portfolio (Quarterly)
Guide ↗
Coppell Advisory Solutions LLC
· CIK 0001848433| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 241 | OKE | ONEOK INC NEW | Energy | 6,174 | $456K | 0.04% | SOLD |
| 242 | SGOV | ISHARES TR | — | 4,525 | $454K | 0.04% | SOLD |
| 243 | SRE | SEMPRA | Utilities | 5,071 | $452K | 0.04% | SOLD |
| 244 | VNQ | VANGUARD INDEX FDS | — | 5,063 | $452K | 0.04% | SOLD |
| 245 | VPU | VANGUARD WORLD FD | — | 2,399 | $447K | 0.04% | SOLD |
| 246 | MRK | MERCK & CO INC | Healthcare | 4,188 | $444K | 0.04% | SOLD |
| 247 | SCHX | SCHWAB STRATEGIC TR | — | 15,999 | $434K | 0.04% | SOLD |
| 248 | DEO | DIAGEO PLC | Consumer Defensive | 5,008 | $434K | 0.04% | SOLD |
| 249 | DE | DEERE & CO | Industrials | 920 | $433K | 0.04% | SOLD |
| 250 | FDD | FIRST TR EXCHANGE-TRADED FD | — | 24,398 | $428K | 0.04% | SOLD |
| 251 | VDE | VANGUARD WORLD FD | — | 3,372 | $427K | 0.04% | SOLD |
| 252 | DTE | DTE ENERGY CO | Utilities | 3,280 | $426K | 0.04% | SOLD |
| 253 | FGD | FIRST TR EXCHANGE TRADED FD | — | 13,932 | $424K | 0.04% | SOLD |
| 254 | VIS | VANGUARD WORLD FD | — | 1,406 | $424K | 0.04% | SOLD |
| 255 | FYX | FIRST TR EXCHANGE-TRADED ALP | — | 3,638 | $416K | 0.04% | SOLD |
| 256 | VOX | VANGUARD WORLD FD | — | 2,121 | $413K | 0.04% | SOLD |
| 257 | PFLD | ETF SER SOLUTIONS | — | 20,779 | $409K | 0.04% | SOLD |
| 258 | ITA | ISHARES TR | — | 1,886 | $408K | 0.04% | SOLD |
| 259 | CCJ | CAMECO CORP | Energy | 4,439 | $406K | 0.04% | SOLD |
| 260 | OZ | BELPOINTE PREP LLC | Real Estate | 6,150 | $401K | 0.04% | 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%