Fund HoldingsCoppell Advisory Solutions LLC

Total Portfolio Value
$606.36M
Total Bought
$606.36M
Total Sold
$0
Net Transaction
+$606.36M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ALPHABET INC COM CL C(GOOG)0195,279+195,279035,8185.91%+35,818
NVIDIA CORP COM(NVDA)0250,981+250,981031,0065.11%+31,006
FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW ETF
FIRST TR ENH NEW
0514,715+514,715030,6775.06%+30,677
APPLE INC COM(AAPL)0144,725+144,725030,4825.03%+30,482
ELI LILLY AND COMPANY COM(LLY)026,776+26,776024,2424.00%+24,242
KINGSMEN RESOURCES ORD
FT VEST S&P 500
0419,071+419,071021,1713.49%+21,171
FIRST TR EXCHANGE TRADED FD VI FT CBOE VEST U S EQ BUFER S
FT LADD BUFF ETF
0593,385+593,385017,1612.83%+17,161
SPDR SERIES TRUST SPDR BLOOMBERG ETF
ST STR BLO 1 ETF
0170,339+170,339015,6342.58%+15,634
INVESCO QQQ TRUST UNIT SER 1 ETF022,169+22,169010,6211.75%+10,621
FIRST TR EXCHANGE TRADED FD VI TCW OPPORTUNIS ETF
SMITH OPPORT FXD
0237,124+237,124010,2081.68%+10,208
ETF SERIES SOLUTIONS AAM LW DUR PFD ETF
AAM LW DUR PFD
0405,064+405,06408,5141.40%+8,514
MICROSOFT CORP COM(MSFT)018,941+18,94108,4661.40%+8,466
SPDR S&P 500 ETF Trust(SPY)014,367+14,36707,8191.29%+7,819
FT CBOE VEST FUND OF DEEP BUFFER ETF
FT VEST DEEP ETF
0284,177+284,17706,9111.14%+6,911
FIRST TRUST LARGE CAP VALUE AL COM SHS ETF
COM SHS
092,594+92,59406,8151.12%+6,815
VANGUARD S&P 500 ETF SHS013,587+13,58706,7951.12%+6,795
FIRST TRUST EXCHANGE-TRADED FU CAP STRENGTH ETF077,171+77,17106,4851.07%+6,485
FIRST TRUST PORTFOLIOS LRGE CP CORE ALPHA COM SHS ETF
COM SHS
064,157+64,15706,2231.03%+6,223
FIRST TST VALUE LI SHS ETF
SHS
0145,199+145,19905,9170.98%+5,917
QUALCOMM INC COM(QCOM)027,467+27,46705,4710.90%+5,471
ISHARES TRUST CORE S&P500 ETF09,891+9,89105,4130.89%+5,413
ISHARES TRUST MSCI ACWI EX US ETF099,670+99,67005,2950.87%+5,295
FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV ETF
NASD TECH DIV
069,108+69,10805,2290.86%+5,229
FIRST TRUST EXCHANGE-TRADED AL DEV MRK EX US ETF
DEV MRK EX US
091,592+91,59205,0430.83%+5,043
FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF021,144+21,14404,3330.71%+4,333
JP MORGAN CHASE & CO COM(JPM)021,124+21,12404,2720.70%+4,272
FIRST TRUST EXCHANGE-TRADED AL COM SHS ETF
COM SHS
033,562+33,56204,1120.68%+4,112
VANGUARD ALLWRLD EX US ETF066,672+66,67203,9100.64%+3,910
FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF
RISNG DIVD ACHIV
070,611+70,61103,8660.64%+3,866
ISHARES TRUST SHORT TREAS BD ETF031,465+31,46503,4770.57%+3,477
FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETF
SENIOR LN FD
076,045+76,04503,4760.57%+3,476
PROCTER & GAMBLE CO COM(PG)020,909+20,90903,4480.57%+3,448
VANECK VECTORS ETF TRUST INVT GRADE FLTG ETF
IG FLOA RATE ETF
0133,898+133,89803,4160.56%+3,416
FIRST TRUST EXCH TRADED FUND 2 HLTH CARE ALPH ETF
HLTH CARE ALPH
032,399+32,39903,3860.56%+3,386
HOME DEPOT INC COM(HD)09,539+9,53903,2840.54%+3,284
COSTCO WHOLESALE CORP COM(COST)03,851+3,85103,2730.54%+3,273
SPDR SERIES TRUST PORTFOLIO S&P 500 ETF
ST STR P500ETF
048,644+48,64403,1130.51%+3,113
AMAZON COM INC COM(AMZN)015,908+15,90803,0740.51%+3,074
PIMCO ETF TRUST ENHAN SHRT MA AC ETF
ENHAN SHRT MA AC
030,374+30,37403,0570.50%+3,057
VANGUARD LARGE CAP ETF011,811+11,81102,9480.49%+2,948
SPDR SERIES TRUST PRTFLO S&P500 GW ETF
ST STR P500GRW
036,558+36,55802,9290.48%+2,929
FIRST TRUST EXCHANGE-TRADED AL EUROPE ALPHADEX ETF
EUROPE ALPHADEX
077,442+77,44202,8510.47%+2,851
FIRST TRUST EXCHANGE-TRADED AL EMERG MKT ALPH ETF
EMERG MKT ALPH
0117,053+117,05302,8020.46%+2,802
NOVO NORDISK A/S ADR SPONSORED(NVO)019,421+19,42102,7720.46%+2,772
CHEVRON CORPORATION COM(CVX)017,052+17,05202,6670.44%+2,667
WELLS FARGO & COMPANY COM(WFC)044,643+44,64302,6510.44%+2,651
Honeywell International Inc(HON)012,414+12,41402,6510.44%+2,651
GILEAD SCIENCES INC COM(GILD)037,971+37,97102,6050.43%+2,605
JP MORGAN ETF TRUST EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
045,763+45,76302,5940.43%+2,594
UNITED PARCEL SERVICE INC COM CL B(UPS)018,815+18,81502,5750.42%+2,575
FT VEST US EQUITY MAX BUFFER ETF
VEST US EQUITY M
084,491+84,49102,5140.41%+2,514
AMGEN INC COM(AMGN)07,920+7,92002,4750.41%+2,475
L3 HARRIS TECHNOLOGIES INC COM(LHX)010,873+10,87302,4420.40%+2,442
JPMORGN HEDGD EQTY LAD
HEDG EQU LAD ETF
041,320+41,32002,4200.40%+2,420
VANGUARD TOTAL BND MRKT ETF032,809+32,80902,3640.39%+2,364
COMCAST CORP COM CL A(CCZ)059,270+59,27002,3210.38%+2,321
DUPONT DE NEMOURS INC COM(DD)028,581+28,58102,3000.38%+2,300
Abbot Laboratories022,032+22,03202,2890.38%+2,289
MCDONALDS CORPORATION COM(MCD)08,822+8,82202,2480.37%+2,248
SHELL PLC ADR SPONSORED(SHEL)031,109+31,10902,2450.37%+2,245
FIRST TRUST EXCHANGE-TRADED AL JAPAN ALPHADEX ETF
JAPAN ALPHADEX
043,495+43,49502,2410.37%+2,241
DIREXION SHARES ETF TRUST DLY AEROSPC 3X ETF034,783+34,78302,1920.36%+2,192
FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF
INDLS PROD DUR
032,166+32,16602,1890.36%+2,189
JOHNSON & JOHNSON COM(JNJ)014,537+14,53702,1250.35%+2,125
JP MORGAN ETF TRUST NASDAQ EQUITY PREMIUM INCOM
NASDAQ EQT PREM
037,370+37,37002,0740.34%+2,074
FIRST TRUST PORTFOLIOS SHS ETF010,408+10,40802,0550.34%+2,055
CONOCOPHILLIPS COM(COP)017,298+17,29801,9790.33%+1,979
ACCENTURE PLC COM
SHS CLASS A
06,492+6,49201,9700.32%+1,970
FIRST TRUST EXCH TRADED FUND 2 CONSUMR DISCRE ETF
CONSUMR DISCRE
032,839+32,83901,9670.32%+1,967
CAP GRP DIVIDEND VALUE ETF SHS CREATION UNIT ETF
SHS CREAT UNIT
058,855+58,85501,9420.32%+1,942
EXXON MOBIL CORPORATION COM016,725+16,72501,9250.32%+1,925
BANK OF AMERICA CORPORATION COM047,378+47,37801,8840.31%+1,884
SPDR SERIES TRUST BLOOMBERG BRCLYS ETF
ST BLOO HIGH ETF
019,662+19,66201,8540.31%+1,854
Invesco Exchange Traded Fd Tr S&P Mdcp Momntum
S&P MDCP MOMNTUM
015,876+15,87601,8100.30%+1,810
ZEGA BUY AND HEDGE ETF091,210+91,21001,7820.29%+1,782
ISHARES TRUST CORE US AGGBD ET ETF018,266+18,26601,7730.29%+1,773
Realty Income Corp Common Stk(O)033,501+33,50101,7690.29%+1,769
MICROCHIP TECHNOLOGY COM(MCHP)019,099+19,09901,7480.29%+1,748
FORD MOTOR CO COM(F)0135,137+135,13701,6950.28%+1,695
US BANCORP COM(USB)042,153+42,15301,6730.28%+1,673
ALPHABET INC COM CL A(GOOG)09,101+9,10101,6580.27%+1,658
PROSHARES TRUST PSHS ULT S&P 500 ETF
PSHS ULT S&P 500
019,782+19,78201,6340.27%+1,634
WALMART INC COM(WMT)023,625+23,62501,6000.26%+1,600
ANALOG DEVICES INC COM(ADI)06,975+6,97501,5920.26%+1,592
GENERAL MOTORS CO COM(GM)034,108+34,10801,5850.26%+1,585
GALLAGHER (ARTHUR J) & CO COM(AJG)05,869+5,86901,5220.25%+1,522
PEPSICO INC COM(PEP)09,162+9,16201,5110.25%+1,511
BUNGE LIMITED COM013,851+13,85101,4790.24%+1,479
ISHARES TRUST CORE S&P MCP ETF025,205+25,20501,4750.24%+1,475
ASTRAZENECA ADR SPONSORED(AZN)018,702+18,70201,4590.24%+1,459
VANGUARD DIV APP ETF07,982+7,98201,4570.24%+1,457
ARCHER-DANIELS-MIDLAND CO COM024,067+24,06701,4550.24%+1,455
FIRST TRUST PORTFOLIOS SML CP CORE ALPHA COM SHS ETF
COM SHS
015,896+15,89601,4380.24%+1,438
PNC FINANCIAL SERVICES GROUP COM(PNC)09,209+9,20901,4320.24%+1,432
VANGUARD VALUE ETF08,882+8,88201,4250.23%+1,425
IRON MOUNTAIN INC COM(IRM)014,866+14,86601,3320.22%+1,332
ISHARES TRUST RUS 1000 VAL ETF07,387+7,38701,2890.21%+1,289
Newell Brands Inc(NWL)0199,155+199,15501,2770.21%+1,277
SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF
ST STR PR SP1500
018,533+18,53301,2300.20%+1,230
FIRST TR EXCHANGE-TRADED FD V MNGD FUTRS STRGY ETF
MNGD FUTRS STRGY
024,934+24,93401,2130.20%+1,213
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