• 13F History

Coppell Advisory Solutions LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$705M
Signature - Title
Laura Wajs - Chief Compliance Officer
Location
Coppell, TX
Summary
This page shows a list of all the recent 13F filings made by Coppell Advisory Solutions LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Coppell Advisory Solutions LLC reported 1975 stock holdings with total value $705M as of Q4 2024. Top holdings included FIXD, FTSM, KNG, AVGO, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,975 $705M +$169M -$144M +$25.1M FIXD, FTSM, KNG, AVGO, AMZN 13F-HR 2/14/2025, 08:00 AM
Q3 2024 1,876 $670M +$212M -$166M +$46.4M FIXD, FTSM, TSLA, KNG, WMT 13F-HR 11/14/2024, 04:27 PM
Q2 2024 1,794 $606M +$244M -$160M +$83.4M GOOG, NVDA, FTSM, AAPL, LLY 13F-HR 8/15/2024, 03:18 PM
Q4 2023 1,695 $496M +$314M -$59.3M +$255M FTSM, FIXD, MSFT, AAPL, JPM 13F-HR 2/14/2024, 01:59 PM
Q3 2023 800 $229M FIXD, FTSM, DVY, JNK, VOO 13F-HR 11/14/2023, 01:08 PM
Q2 2023 1,404 $338M +$120M -$81.9M +$37.6M FTSM, FIXD, FXH, FTA, FXL 13F-HR 8/17/2023, 11:44 AM
Q1 2023 193 $292M +$101M -$39.7M +$61.3M FTSM, FIXD, DVY, FDT, AAPL 13F-HR 5/19/2023, 10:11 AM
Q4 2022 1,152 $279M FIXD, FTSM, ZROZ, DVY, JNK 13F-HR 5/19/2023, 10:09 AM
Q4 2020 155 $198M FIXD, FEX, VEU, JNK, LQD 13F-HR 3/9/2021, 05:15 PM