Fund HoldingsCoppell Advisory Solutions LLC

Total Portfolio Value
$721.27M
Total Bought
$721.27M
Total Sold
$715.56M
Net Transaction
+$5.72M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
LISTED FD TR
YIEL YOU INC ETF
02,550,806+2,550,806059,8868.30%+59,886
EA SERIES TRUST
BURNEY US FCTR
01,012,014+1,012,014040,5115.62%+40,511
FIRST TR EXCHNG TRADED FD VI
FT VEST LAD
0884,686+884,686020,6752.87%+20,675
LITHIA MTRS INC(LAD)02,027,362+2,027,362020,0612.78%+20,061
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
0289,299+289,299017,3722.41%+17,372
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0573,786+573,786016,8872.34%+16,887
SSGA ACTIVE ETF TR
ST STR BL LN ETF
0379,653+379,653015,5132.15%+15,513
VANGUARD BD INDEX FDS0192,081+192,081014,1281.96%+14,128
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
0320,690+320,690014,0431.95%+14,043
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
0284,043+284,043013,6911.90%+13,691
ISHARES TR
CORE DIV GRWTH
0279,964+279,964012,9091.79%+12,909
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
0499,149+499,149012,3691.71%+12,369
BERKSHIRE HATHAWAY INC DEL022,926+22,926012,2541.70%+12,254
BROADCOM INC(AVGO)051,562+51,56209,8571.37%+9,857
VISA INC(V)027,843+27,84309,5091.32%+9,509
SPDR SER TR
ST STR P500ETF
0142,034+142,03409,2561.28%+9,256
APPLE INC(AAPL)040,817+40,81708,6211.20%+8,621
SPDR S&P 500 ETF TR(SPY)015,234+15,23408,4451.17%+8,445
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
016,267+16,26707,7351.07%+7,735
MICROVISION INC DEL019,253+19,25307,5861.05%+7,586
KLA CORP(KLAC)047,208+47,20807,3601.02%+7,360
VANGUARD INDEX FDS013,876+13,87607,0700.98%+7,070
INVESCO QQQ TR014,323+14,32306,8110.94%+6,811
SPDR SER TR
ST STR RATE ETF
0221,078+221,07806,7980.94%+6,798
JABIL INC(JBL)026,592+26,59206,5050.90%+6,505
COSTCO WHSL CORP NEW(COST)06,454+6,45406,4000.89%+6,400
FIRST TR EXCHANGE-TRADED FD
MNGD FUTRS STRGY
0139,405+139,40506,3410.88%+6,341
AMAZON COM INC(AMZN)032,989+32,98906,1820.86%+6,182
SPDR SER TR
ST STR BLO 1 ETF
064,645+64,64505,9290.82%+5,929
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
089,790+89,79005,6770.79%+5,677
NETSTREIT CORP(NTST)04,847+4,84705,4560.76%+5,456
FIRST TR EXCHANGE TRAD FD VI
ALT ABSLT STRG
0185,248+185,24804,9590.69%+4,959
ISHARES TR08,599+8,59904,7890.66%+4,789
PROCTER AND GAMBLE CO(PG)028,764+28,76404,6670.65%+4,667
ISHARES TR079,747+79,74704,5390.63%+4,539
AMGEN INC(AMGN)014,996+14,99604,3270.60%+4,327
NUVEEN QUALITY MUNCP INCOME(NAD)035,538+35,53803,8740.54%+3,874
FIRST TR VALUE LINE DIVID IN
SHS
086,348+86,34803,7800.52%+3,780
TOUCHSTONE ETF TRUST
ULTRA SHORT INCM
0136,039+136,03903,4400.48%+3,440
HOME DEPOT INC(HD)09,088+9,08803,2630.45%+3,263
FIRST TR LRGE CP CORE ALPHA
COM SHS
032,261+32,26103,2400.45%+3,240
ALPHABET INC(GOOG)019,339+19,33903,1340.43%+3,134
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
050,320+50,32003,0800.43%+3,080
SSGA ACTIVE TR
ST STR BLACK ETF
0108,123+108,12303,0320.42%+3,032
LISTED FD TR
HORI KI INFL ETF
05,418+5,41803,0040.42%+3,004
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
040,510+40,51002,9560.41%+2,956
ISHARES TR029,793+29,79302,9530.41%+2,953
ISHARES TR026,683+26,68302,9470.41%+2,947
T-MOBILE US INC(TMUS)011,979+11,97902,8940.40%+2,894
VANGUARD INDEX FDS011,341+11,34102,8930.40%+2,893
FIRST TR EXCHANGE-TRADED FD094,958+94,95802,8780.40%+2,878
FIRST TR EXCHNG TRADED FD VI
VEST US EQUITY M
091,172+91,17202,8640.40%+2,864
QUALCOMM INC(QCOM)019,090+19,09002,8040.39%+2,804
PROSHARES TR
PSHS ULT S&P 500
035,138+35,13802,7880.39%+2,788
CISCO SYS INC(CSCO)047,141+47,14102,7030.37%+2,703
J P MORGAN EXCHANGE TRADED F
JPMORGAM LTD DUR
045,069+45,06902,6620.37%+2,662
FIRST TR LRG CP VL ALPHADEX
COM SHS
035,773+35,77302,6300.36%+2,630
WALMART INC(WMT)026,570+26,57002,5520.35%+2,552
TESLA INC(TSLA)08,734+8,73402,5510.35%+2,551
WELLS FARGO CO NEW(WFC)035,671+35,67102,5360.35%+2,536
FIRST TR EXCH TRD ALPHDX FD
EUROPE ALPHADEX
057,613+57,61302,4800.34%+2,480
GILEAD SCIENCES INC(GILD)023,323+23,32302,4300.34%+2,430
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
041,292+41,29202,3590.33%+2,359
SPDR SER TR
ST STR P500GRW
028,114+28,11402,3050.32%+2,305
ISHARES TR040,143+40,14302,2910.32%+2,291
MORGAN STANLEY(MS)04,916+4,91602,1970.30%+2,197
MEDICAL PPTYS TRUST INC(MPT)03,065+3,06502,1680.30%+2,168
HONEYWELL INTL INC(HON)010,241+10,24102,1660.30%+2,166
MCKESSON CORP(MCK)06,744+6,74402,1210.29%+2,121
PHILLIPS EDISON & CO INC(PECO)012,433+12,43302,1170.29%+2,117
FIRST TR MORNINGSTAR DIVID L050,788+50,78802,0900.29%+2,090
TARGA RES CORP(TRGP)011,649+11,64902,0750.29%+2,075
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
042,073+42,07302,0650.29%+2,065
NUCOR CORP(NUE)031,560+31,56002,0560.29%+2,056
TIDAL ETF TR0105,280+105,28002,0460.28%+2,046
ABBOTT LABS015,497+15,49702,0220.28%+2,022
UNITEDHEALTH GROUP INC(UNH)04,933+4,93302,0190.28%+2,019
FIRST TR EXCHNG TRADED FD VI
ACTV FCTR LGCP
060,804+60,80402,0170.28%+2,017
ISHARES GOLD TR(IAU)022,803+22,80302,0130.28%+2,013
ALLISON TRANSMISSION HLDGS I(ALSN)021,497+21,49701,9880.28%+1,988
LADDER CAP CORP(LADR)08,933+8,93301,9760.27%+1,976
ADVISORS INNER CIRCLE FD III
RAYLIANT NXTGEN
085,816+85,81601,9750.27%+1,975
ADVISORS INNER CIRCLE FD III
RAYLIANT NXTGEN
059,765+59,76501,9660.27%+1,966
REALTY INCOME CORP(O)033,999+33,99901,9510.27%+1,951
VERTEX PHARMACEUTICALS INC(VRTX)03,840+3,84001,9330.27%+1,933
FIRST TR NASDAQ 100 TECH IND010,909+10,90901,9330.27%+1,933
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
042,073+42,07301,9180.27%+1,918
VANGUARD INTL EQUITY INDEX F030,587+30,58701,9080.26%+1,908
LUCID GROUP INC(LCID)08,445+8,44501,8860.26%+1,886
DUPONT DE NEMOURS INC(DD)028,530+28,53001,8790.26%+1,879
TIDAL TR II
YIELD UNIVE ETFS
0136,005+136,00501,8170.25%+1,817
GALLAGHER ARTHUR J & CO(AJG)05,665+5,66501,7970.25%+1,797
LSI INDS INC OHIO(LYTS)05,621+5,62101,7950.25%+1,795
SPDR SER TR
ST TERM HIGH ETF
071,330+71,33001,7930.25%+1,793
COMCAST CORP NEW(CCZ)052,516+52,51601,7820.25%+1,782
ISHARES TR018,565+18,56501,7810.25%+1,781
SHELL PLC(SHEL)027,078+27,07801,7740.25%+1,774
ALPHABET INC(GOOG)011,019+11,01901,7650.24%+1,765
CHEVRON CORP NEW(CVX)012,643+12,64301,7610.24%+1,761
FIRST TR EXCHANGE-TRADED FD
CORE INVESTMENT
082,304+82,30401,7300.24%+1,730
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