Portfolio (Quarterly)
Guide ↗
Coppell Advisory Solutions LLC
· CIK 0001848433| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | ROK | ROCKWELL AUTOMATION INC | Industrials | 2,310 | $909K | 0.09% | SOLD |
| 162 | FTCS | FIRST TR EXCHANGE-TRADED FD | — | 9,626 | $898K | 0.09% | SOLD |
| 163 | CSCO | CISCO SYS INC | Technology | 11,541 | $893K | 0.09% | SOLD |
| 164 | ILS | ETF OPPORTUNITIES TRUST | — | 44,124 | $882K | 0.09% | SOLD |
| 165 | VTI | VANGUARD INDEX FDS | — | 2,577 | $871K | 0.09% | SOLD |
| 166 | QLV | FLEXSHARES TR | — | 11,927 | $865K | 0.09% | SOLD |
| 167 | SPTM | SPDR SERIES TRUST | — | 10,128 | $842K | 0.08% | SOLD |
| 168 | SYK | STRYKER CORPORATION | Healthcare | 2,358 | $835K | 0.08% | SOLD |
| 169 | LOW | LOWES COS INC | Consumer Cyclical | 3,408 | $829K | 0.08% | SOLD |
| 170 | FLN | FIRST TR EXCH TRD ALPHDX FD | — | 35,289 | $811K | 0.08% | SOLD |
| 171 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 18,378 | $807K | 0.08% | SOLD |
| 172 | VCIT | VANGUARD SCOTTSDALE FDS | — | 9,588 | $805K | 0.08% | SOLD |
| 173 | VGT | VANGUARD WORLD FD | — | 1,041 | $792K | 0.08% | SOLD |
| 174 | FXD | FIRST TR EXCHANGE TRADED FD | — | 11,410 | $787K | 0.08% | SOLD |
| 175 | MCHI | ISHARES TR | — | 12,977 | $786K | 0.08% | SOLD |
| 176 | SCI | SERVICE CORP INTL | Consumer Cyclical | 9,981 | $781K | 0.08% | SOLD |
| 177 | DUK | DUKE ENERGY CORP NEW | Utilities | 6,629 | $780K | 0.08% | SOLD |
| 178 | PECO | PHILLIPS EDISON & CO INC | Real Estate | 21,516 | $772K | 0.08% | SOLD |
| 179 | VLO | VALERO ENERGY CORP | Energy | 4,620 | $762K | 0.07% | SOLD |
| 180 | SPEM | SPDR INDEX SHS FDS | — | 16,253 | $761K | 0.07% | 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%