Portfolio (Quarterly)
Guide ↗
Coppell Advisory Solutions LLC
· CIK 0001848433| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 16,092 | $2.3M | 0.23% | SOLD |
| 82 | NVO | NOVO-NORDISK A S | Healthcare | 44,997 | $2.3M | 0.23% | SOLD |
| 83 | UBER | UBER TECHNOLOGIES INC | Technology | 27,616 | $2.3M | 0.22% | SOLD |
| 84 | SHV | ISHARES TR | — | 20,407 | $2.2M | 0.22% | SOLD |
| 85 | UHS | UNIVERSAL HLTH SVCS INC | Healthcare | 9,376 | $2.1M | 0.21% | SOLD |
| 86 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 7,073 | $2.1M | 0.21% | SOLD |
| 87 | TUSI | TOUCHSTONE ETF TRUST | — | 82,207 | $2.1M | 0.20% | SOLD |
| 88 | FTGC | FIRST TR EXCHANGE TRAD FD VI | — | 86,710 | $2.0M | 0.20% | SOLD |
| 89 | FNV | FRANCO NEV CORP | Basic Materials | 9,716 | $2.0M | 0.20% | SOLD |
| 90 | HON | HONEYWELL INTL INC | Industrials | 10,281 | $2.0M | 0.20% | SOLD |
| 91 | FTA | FIRST TR EXCHANGE-TRADED ALP | — | 22,996 | $2.0M | 0.20% | SOLD |
| 92 | EBS | EMERGENT BIOSOLUTIONS INC | Healthcare | 161,307 | $2.0M | 0.19% | SOLD |
| 93 | APLS | APELLIS PHARMACEUTICALS INC | Healthcare | 77,390 | $2.0M | 0.19% | SOLD |
| 94 | O | REALTY INCOME CORP | Real Estate | 34,248 | $2.0M | 0.19% | SOLD |
| 95 | MCD | MCDONALDS CORP | Consumer Cyclical | 6,283 | $1.9M | 0.19% | SOLD |
| 96 | RLI | RLI CORP | Financial Services | 29,856 | $1.9M | 0.19% | SOLD |
| 97 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 7,331 | $1.9M | 0.19% | SOLD |
| 98 | MARB | FIRST TR EXCH TRADED FD III | — | 93,183 | $1.9M | 0.19% | SOLD |
| 99 | VIG | VANGUARD SPECIALIZED FUNDS | — | 8,654 | $1.9M | 0.19% | SOLD |
| 100 | AXSM | AXSOME THERAPEUTICS INC | Healthcare | 12,747 | $1.9M | 0.19% | 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%