Portfolio (Quarterly)
Guide ↗
Coppell Advisory Solutions LLC
· CIK 0001848433| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | FEX | FIRST TR EXCHANGE-TRADED ALP | — | 15,825 | $1.9M | 0.19% | SOLD |
| 102 | IWY | ISHARES TR | — | 6,734 | $1.9M | 0.18% | SOLD |
| 103 | CVX | CHEVRON CORP NEW | Energy | 12,238 | $1.9M | 0.18% | SOLD |
| 104 | DYNF | BLACKROCK ETF TRUST | — | 29,939 | $1.8M | 0.18% | SOLD |
| 105 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 5,810 | $1.8M | 0.18% | SOLD |
| 106 | IAUX | I-80 GOLD CORP | Basic Materials | 26,138 | $1.8M | 0.18% | SOLD |
| 107 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 30,533 | $1.8M | 0.18% | SOLD |
| 108 | FTSL | FIRST TR EXCHANGE-TRADED FD | — | 39,043 | $1.8M | 0.18% | SOLD |
| 109 | ORCL | ORACLE CORP | Technology | 9,063 | $1.8M | 0.18% | SOLD |
| 110 | PEP | PEPSICO INC | Consumer Defensive | 12,294 | $1.8M | 0.17% | SOLD |
| 111 | FDL | FIRST TR EXCHANGE-TRADED FD | — | 39,682 | $1.8M | 0.17% | SOLD |
| 112 | USB | US BANCORP DEL | Financial Services | 32,475 | $1.8M | 0.17% | SOLD |
| 113 | BIL | SPDR SERIES TRUST | — | 19,254 | $1.8M | 0.17% | SOLD |
| 114 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 29,996 | $1.7M | 0.17% | SOLD |
| 115 | RFEM | FIRST TR EXCH TRADED FD III | — | 21,832 | $1.7M | 0.17% | SOLD |
| 116 | V | VISA INC | Financial Services | 4,807 | $1.7M | 0.17% | SOLD |
| 117 | COP | CONOCOPHILLIPS | Energy | 17,815 | $1.7M | 0.17% | SOLD |
| 118 | CMCSA | COMCAST CORP NEW | Communication Services | 54,723 | $1.6M | 0.16% | SOLD |
| 119 | XOM | EXXON MOBIL CORP | Energy | 13,074 | $1.6M | 0.16% | SOLD |
| 120 | WCMI | FIRST TR EXCHANGE-TRADED FD | — | 92,459 | $1.6M | 0.15% | 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%