Portfolio (Quarterly)
Guide ↗
Coppell Advisory Solutions LLC
· CIK 0001848433| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 321 | NUE | NUCOR CORP | Basic Materials | 1,613 | $266K | 0.03% | SOLD |
| 322 | CRM | SALESFORCE INC | Technology | 975 | $259K | 0.03% | SOLD |
| 323 | VTR | VENTAS INC | Real Estate | 3,285 | $259K | 0.03% | SOLD |
| 324 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,570 | $254K | 0.03% | SOLD |
| 325 | FLOT | ISHARES TR | — | 5,000 | $254K | 0.03% | SOLD |
| 326 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 10,510 | $253K | 0.03% | SOLD |
| 327 | DFAC | DIMENSIONAL ETF TRUST | — | 6,229 | $249K | 0.02% | SOLD |
| 328 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 940 | $244K | 0.02% | SOLD |
| 329 | SOXL | DIREXION SHS ETF TR | — | 5,539 | $242K | 0.02% | SOLD |
| 330 | PKST | PEAKSTONE REALTY TRUST | Real Estate | 16,535 | $238K | 0.02% | SOLD |
| 331 | FXO | FIRST TR EXCHANGE TRADED FD | — | 3,894 | $237K | 0.02% | SOLD |
| 332 | VXUS | VANGUARD STAR FDS | — | 3,090 | $234K | 0.02% | SOLD |
| 333 | ENB | ENBRIDGE INC | Energy | 4,868 | $234K | 0.02% | SOLD |
| 334 | CTRE | CARETRUST REIT INC | Real Estate | 6,297 | $233K | 0.02% | SOLD |
| 335 | OMF | ONEMAIN HLDGS INC | Financial Services | 3,399 | $231K | 0.02% | SOLD |
| 336 | XMMO | INVESCO EXCHANGE TRADED FD T | — | 1,649 | $231K | 0.02% | SOLD |
| 337 | IVW | ISHARES TR | — | 1,819 | $226K | 0.02% | SOLD |
| 338 | RITM | RITHM CAPITAL CORP | Real Estate | 20,316 | $225K | 0.02% | SOLD |
| 339 | KIM | KIMCO RLTY CORP | Real Estate | 11,026 | $224K | 0.02% | SOLD |
| 340 | EFV | ISHARES TR | — | 3,111 | $223K | 0.02% | 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%