Portfolio (Quarterly)
Guide ↗
Coppell Advisory Solutions LLC
· CIK 0001848433| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 261 | FXH | FIRST TR EXCHANGE TRADED FD | — | 3,468 | $399K | 0.04% | SOLD |
| 262 | DFAU | DIMENSIONAL ETF TRUST | — | 8,394 | $396K | 0.04% | SOLD |
| 263 | VFH | VANGUARD WORLD FD | — | 2,910 | $391K | 0.04% | SOLD |
| 264 | SO | SOUTHERN CO | Utilities | 4,468 | $391K | 0.04% | SOLD |
| 265 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 667 | $389K | 0.04% | SOLD |
| 266 | MA | MASTERCARD INCORPORATED | Financial Services | 673 | $389K | 0.04% | SOLD |
| 267 | WMB | WILLIAMS COS INC | Energy | 6,431 | $387K | 0.04% | SOLD |
| 268 | SPGP | INVESCO EXCHANGE TRADED FD T | — | 3,362 | $386K | 0.04% | SOLD |
| 269 | FNX | FIRST TR EXCHANGE-TRADED ALP | — | 3,001 | $382K | 0.04% | SOLD |
| 270 | VAW | VANGUARD WORLD FD | — | 1,821 | $382K | 0.04% | SOLD |
| 271 | PPA | INVESCO EXCHANGE TRADED FD T | — | 2,385 | $377K | 0.04% | SOLD |
| 272 | RLY | SSGA ACTIVE ETF TR | — | 11,868 | $376K | 0.04% | SOLD |
| 273 | VCR | VANGUARD WORLD FD | — | 942 | $374K | 0.04% | SOLD |
| 274 | MU | MICRON TECHNOLOGY INC | Technology | 1,259 | $368K | 0.04% | SOLD |
| 275 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 1,126 | $367K | 0.04% | SOLD |
| 276 | QUAL | ISHARES TR | — | 1,835 | $367K | 0.04% | SOLD |
| 277 | BA | BOEING CO | Industrials | 1,672 | $365K | 0.04% | SOLD |
| 278 | THTA | TIDAL TRUST I | — | 23,805 | $362K | 0.04% | SOLD |
| 279 | SPHY | SPDR SERIES TRUST | — | 14,924 | $354K | 0.04% | SOLD |
| 280 | KLAC | KLA CORP | Technology | 280 | $348K | 0.03% | 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%