Portfolio (Quarterly)
Guide ↗
Coppell Advisory Solutions LLC
· CIK 0001848433| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | FIIG | FIRST TR EXCHANGE-TRADED FD | — | 50,289 | $1.1M | 0.10% | SOLD |
| 142 | FXR | FIRST TR EXCHANGE TRADED FD | — | 13,052 | $1.1M | 0.10% | SOLD |
| 143 | SJNK | SPDR SERIES TRUST | — | 41,549 | $1.1M | 0.10% | SOLD |
| 144 | AGG | ISHARES TR | — | 10,419 | $1.0M | 0.10% | SOLD |
| 145 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 25,595 | $1.0M | 0.10% | SOLD |
| 146 | IWP | ISHARES TR | — | 7,470 | $1.0M | 0.10% | SOLD |
| 147 | EMLP | FIRST TR EXCHANGE-TRADED FD | — | 27,185 | $1.0M | 0.10% | SOLD |
| 148 | VEA | VANGUARD TAX-MANAGED FDS | — | 16,460 | $1.0M | 0.10% | SOLD |
| 149 | FEM | FIRST TR EXCH TRD ALPHDX FD | — | 37,539 | $1.0M | 0.10% | SOLD |
| 150 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 3,785 | $1.0M | 0.10% | SOLD |
| 151 | SDVY | FIRST TR EXCHANGE-TRADED FD | — | 26,362 | $1.0M | 0.10% | SOLD |
| 152 | YMAX | TIDAL TRUST II | — | 98,833 | $1.0M | 0.10% | SOLD |
| 153 | VEU | VANGUARD INTL EQUITY INDEX F | — | 13,619 | $1.0M | 0.10% | SOLD |
| 154 | NFTY | FIRST TR EXCH TRD ALPHDX FD | — | 17,360 | $1.0M | 0.10% | SOLD |
| 155 | EWC | ISHARES INC | — | 18,277 | $992K | 0.10% | SOLD |
| 156 | DD | DUPONT DE NEMOURS INC | Basic Materials | 24,240 | $986K | 0.10% | SOLD |
| 157 | DIS | DISNEY WALT CO | Communication Services | 8,452 | $970K | 0.10% | SOLD |
| 158 | LVHI | LEGG MASON ETF INVT | — | 26,165 | $968K | 0.10% | SOLD |
| 159 | IRM | IRON MTN INC DEL | Real Estate | 11,071 | $923K | 0.09% | SOLD |
| 160 | ULST | SSGA ACTIVE ETF TR | — | 22,750 | $921K | 0.09% | 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%