Fund HoldingsCoppell Advisory Solutions LLC

Total Portfolio Value
$169.82M
Total Bought
$18.02M
Total Sold
$860.13M
Net Transaction
-$842.11M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EA SERIES TRUST
BURNEY US EQTY
0194,229+194,22904,5102.66%+4,510
ASTRAZENECA PLC(AZN)021,183+21,18304,1072.42%+4,107
ASGN INC055,729+55,72902,1311.25%+2,131
APPLIED MATLS INC04,928+4,92801,5920.94%+1,592
ASML HLDG NV
N Y REGISTRY SHS
01,209+1,20901,5160.89%+1,516
AERCAP HOLDINGS NV(AER)04,375+4,37505770.34%+577
GOLD COM INC(GOLD)04,391+4,39105190.31%+519
EA SERIES TRUST
BURNEY US FCTR
1,649,4771,790,152+140,67583,82884,28549.63%+457
ALLY FINL INC(ALLY)2,1443,069+9252,3152,7211.60%+406
BP PLC(BP)05,365+5,36502540.15%+254
BANK NEW YORK MELLON CORP02,097+2,09702420.14%+242
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0663+66302400.14%+240
ADMA BIOLOGICS INC01,109+1,10905480.32%+548
JOHNSON CONTROLS INTERNATION
SHS
01,837+1,83702330.14%+233
ALLISON TRANSMISSION HLDGS I(ALSN)50,06045,736-4,3244,9515,1503.03%+198
ADVISORS INNER CIRCLE FD III
RAYLIANT NXTGEN
81,34294,058+12,7162,7642,9261.72%+162
AT&T INC(T)015,454+15,45404450.26%+445
ALPHABET INC(GOOG)8,2299,785+1,5562,5882,6731.57%+84
BWX TECHNOLOGIES INC(BWXT)04,267+4,26708180.48%+818
LINDE PLC(LIN)0725+72503620.21%+362
ADVISORS INNER CIRCLE FD III
RAYLIANT SMDAM
023,227+23,22707990.47%+799
AMERICAN ASSETS TR INC07,462+7,46202150.13%+215
ADVANCED MICRO DEVICES INC(AMD)06,537+6,53701,2820.75%+1,282
ALTRIA GROUP INC(MO)07,255+7,25504860.29%+486
AMERICAN EXPRESS CO(AXP)0724+72402150.13%+215
ABBVIE INC(ABBV)03,520+3,52007500.44%+750
AMPHENOL CORP04,132+4,13204920.29%+492
CLEAN ENERGY FUELS CORP000000
ADVISORS INNER CIRCLE FD III
RAYLIANT NXTGEN
110,336107,330-3,0063,2733,2181.90%-54
GLOBAL NET LEASE INC(GNL)000000
ANALOG DEVICES INC(ADI)03,580+3,58001,0850.64%+1,085
FRANKLIN BSP RLTY TR INC000000
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
000000
CLEVELAND-CLIFFS INC NEW(CLF)000000
APPLOVIN CORP(APP)0628+62802340.14%+234
BANK AMERICA CORP036,814+36,81401,7391.02%+1,739
FORD MTR CO(F)000000
ABBOTT LABORATORIES015,814+15,81401,6110.95%+1,611
SELECT SECTOR SPDR TR
ST STR FINL ETF
000000
GLOBAL X FDS
S&P 500 CATHOLIC
000000
MEDTRONIC PLC(MDT)000000
ISHARES SILVER TR(SLV)000000
GOODYEAR TIRE & RUBR CO(GT)000000
SPROTT ASSET MANAGEMENT LP(CEF)000000
UNITED RENTALS INC(URI)000000
AMERICAN HEALTHCARE REIT INC(AHR)000000
HEALTHPEAK PROPERTIES INC(DOC)000000
3M CO(MMM)000000
LOCKHEED MARTIN CORP(LMT)000000
ISHARES TR000000
TENET HEALTHCARE CORP(THC)000000
PROSHARES TR
PSHS ULT S&P 500
000000
SPDR DOW JONES INDL AVERAGE(DIA)000000
TWO RDS SHARED TR
LEAD DY YIEL ETF
000000
SPDR SERIES TRUST
ST LON TREAS ETF
000000
ISHARES TR000000
KIMCO RLTY CORP(KIM)000000
RITHM CAPITAL CORP(RITM)000000
ISHARES TR000000
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
000000
ONEMAIN HLDGS INC(OMF)000000
CARETRUST REIT INC(CTRE)000000
ENBRIDGE INC(ENB)000000
VANGUARD STAR FDS000000
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
000000
PEAKSTONE REALTY TRUST
COMMON SHARES
000000
DIREXION SHS ETF TR
DAI SEM BUL ETF
000000
AUTOMATIC DATA PROCESSING IN000000
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
000000
HEWLETT PACKARD ENTERPRISE C(HPE)000000
ISHARES TR
FLTG RATE NT ETF
000000
PHILIP MORRIS INTL INC(PM)000000
VENTAS INC(VTR)000000
SALESFORCE INC(CRM)000000
NUCOR CORP(NUE)000000
ISHARES TR000000
WP CAREY INC(WPC)000000
PROSHARES TR
PSHS ULTRA QQQ
000000
SILA REALTY TRUST INC000000
URANIUM ENERGY CORP(UEC)000000
GENUINE PARTS CO(GPC)000000
NORTHROP GRUMMAN CORP(NOC)000000
LAUDER ESTEE COS INC(EL)000000
SCHWAB STRATEGIC TR000000
ISHARES TR000000
PACER FDS TR
US CASH COWS 100
000000
ISHARES TR000000
CONSTELLATION BRANDS INC(STZ)000000
GENERAL DYNAMICS CORP(GD)000000
TIDAL TRUST II
YIELDMAX TARGET
4,8580-4,8582940-294
ISHARES TR000000
DELEK US HLDGS INC NEW(DK)000000
SPDR INDEX SHS FDS
ST MAR DIVID ETF
000000
HUNTINGTON BANCSHARES INC(HBAN)000000
CVS HEALTH CORP(CVS)000000
FIRST TR EXCHANGE TRADED FD
EMER MA HUMA ETF
9,3130-9,3133110-311
CATERPILLAR INC(CAT)000000
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
000000
ISHARES TR
ESG AWR MSCI USA
000000
DARDEN RESTAURANTS INC(DRI)000000
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