Portfolio (Quarterly)
Guide ↗
Coppell Advisory Solutions LLC
· CIK 0001848433| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 301 | CVS | CVS HEALTH CORP | Healthcare | 3,881 | $310K | 0.03% | SOLD |
| 302 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 17,680 | $309K | 0.03% | SOLD |
| 303 | EDIV | SPDR INDEX SHS FDS | — | 7,834 | $308K | 0.03% | SOLD |
| 304 | DK | DELEK US HLDGS INC NEW | Energy | 10,254 | $307K | 0.03% | SOLD |
| 305 | IEI | ISHARES TR | — | 2,484 | $297K | 0.03% | SOLD |
| 306 | SOXY | TIDAL TRUST II | — | 4,858 | $294K | 0.03% | SOLD |
| 307 | GD | GENERAL DYNAMICS CORP | Industrials | 853 | $290K | 0.03% | SOLD |
| 308 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 2,059 | $289K | 0.03% | SOLD |
| 309 | IWB | ISHARES TR | — | 764 | $287K | 0.03% | SOLD |
| 310 | COWZ | PACER FDS TR | — | 4,669 | $283K | 0.03% | SOLD |
| 311 | EMB | ISHARES TR | — | 2,922 | $282K | 0.03% | SOLD |
| 312 | SCHG | SCHWAB STRATEGIC TR | — | 8,553 | $281K | 0.03% | SOLD |
| 313 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 2,642 | $280K | 0.03% | SOLD |
| 314 | NOC | NORTHROP GRUMMAN CORP | Industrials | 481 | $277K | 0.03% | SOLD |
| 315 | GPC | GENUINE PARTS CO | Consumer Cyclical | 2,227 | $276K | 0.03% | SOLD |
| 316 | UEC | URANIUM ENERGY CORP | Energy | 23,200 | $273K | 0.03% | SOLD |
| 317 | SILA | SILA REALTY TRUST INC | Real Estate | 11,665 | $272K | 0.03% | SOLD |
| 318 | QLD | PROSHARES TR | — | 3,771 | $270K | 0.03% | SOLD |
| 319 | WPC | WP CAREY INC | Real Estate | 4,136 | $270K | 0.03% | SOLD |
| 320 | SHY | ISHARES TR | — | 3,239 | $268K | 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%