Portfolio (Quarterly)
Guide ↗
Coppell Advisory Solutions LLC
· CIK 0001848433| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | IAU | ISHARES GOLD TR | Financial Services | 19,068 | $1.6M | 0.15% | SOLD |
| 122 | SHEL | SHELL PLC | Energy | 20,989 | $1.5M | 0.15% | SOLD |
| 123 | FLTR | VANECK ETF TRUST | — | 60,586 | $1.5M | 0.15% | SOLD |
| 124 | VTV | VANGUARD INDEX FDS | — | 7,968 | $1.5M | 0.15% | SOLD |
| 125 | LLY | ELI LILLY & CO | Healthcare | 1,363 | $1.5M | 0.14% | SOLD |
| 126 | META | META PLATFORMS INC | Communication Services | 2,436 | $1.5M | 0.14% | SOLD |
| 127 | UPS | UNITED PARCEL SERVICE INC | Industrials | 14,136 | $1.4M | 0.14% | SOLD |
| 128 | MINT | PIMCO ETF TR | — | 13,986 | $1.4M | 0.14% | SOLD |
| 129 | XTWO | BONDBLOXX ETF TRUST | — | 27,005 | $1.3M | 0.13% | SOLD |
| 130 | FTGS | FIRST TR EXCHANGE-TRADED FD | — | 35,895 | $1.3M | 0.13% | SOLD |
| 131 | FICS | FIRST TR EXCHANGE TRADED FD | — | 31,704 | $1.3M | 0.13% | SOLD |
| 132 | QTEC | FIRST TR EXCHANGE-TRADED FD | — | 5,466 | $1.3M | 0.12% | SOLD |
| 133 | SPYV | SPDR SERIES TRUST | — | 21,216 | $1.2M | 0.12% | SOLD |
| 134 | AFLG | FIRST TR EXCHNG TRADED FD VI | — | 30,505 | $1.2M | 0.12% | SOLD |
| 135 | JBND | J P MORGAN EXCHANGE TRADED F | — | 21,717 | $1.2M | 0.12% | SOLD |
| 136 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 5,356 | $1.1M | 0.11% | SOLD |
| 137 | FPXE | FIRST TR EXCHANGE TRADED FD | — | 34,834 | $1.1M | 0.11% | SOLD |
| 138 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 16,724 | $1.1M | 0.11% | SOLD |
| 139 | WM | WASTE MGMT INC DEL | Industrials | 4,823 | $1.1M | 0.10% | SOLD |
| 140 | RTX | RTX CORPORATION | Industrials | 5,817 | $1.1M | 0.10% | 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%