Fund HoldingsCoppell Advisory Solutions LLC

Total Portfolio Value
$842.45M
Total Bought
$399.09M
Total Sold
$270.40M
Net Transaction
+$128.68M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
LISTED FDS TR
RELA ST MANA ETF
01,910,886+1,910,886047,0035.58%+47,003
LISTED FDS TR
YIEL YOU INC ETF
02,143,800+2,143,800021,1812.51%+21,181
EA SERIES TRUST
BURNEY US FCTR
1,012,0141,291,929+279,91540,51157,9906.88%+17,479
MICROSOFT CORP(MSFT)034,049+34,049016,8862.00%+16,886
ISHARES TR
CORE UNIVRSL USD
0331,643+331,643015,2821.81%+15,282
FIRST TR EXCHNG TRADED FD VI
FT VEST LAD
884,6861,317,423+432,73720,67532,7773.89%+12,102
NETFLIX INC(NFLX)08,231+8,231010,8911.29%+10,891
JPMORGAN CHASE & CO.(JPM)036,217+36,217010,3981.23%+10,398
NVIDIA CORPORATION(NVDA)050,273+50,27307,9310.94%+7,931
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
573,786775,179+201,39316,88724,5892.92%+7,702
TESLA INC(TSLA)8,73430,587+21,8532,5519,8991.18%+7,348
INVESCO EXCH TRADED FD TR II
NASDAQNXTGEN100
09,877+9,87705,4130.64%+5,413
LISTED FDS TR
ROUNDHILL BALL
07,352+7,35205,3940.64%+5,394
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
0120,142+120,14205,2500.62%+5,250
INVESCO QQQ TR14,32321,799+7,4766,81111,9481.42%+5,137
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
499,149659,729+160,58012,36917,4372.07%+5,068
ISHARES TR08,020+8,02004,9520.59%+4,952
CBOE GLOBAL MKTS INC(CBOE)021,424+21,42404,9060.58%+4,906
ISHARES TR080,495+80,49504,8960.58%+4,896
SPDR S&P 500 ETF TR(SPY)15,23421,297+6,0638,44513,0961.55%+4,651
BROADCOM INC(AVGO)51,56253,418+1,8569,85714,3881.71%+4,531
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
41,292106,077+64,7852,3596,6210.79%+4,262
DARDEN RESTAURANTS INC(DRI)019,595+19,59504,2350.50%+4,235
ISHARES TR032,859+32,85903,3090.39%+3,309
SPDR SERIES TRUST
ST STR P500ETF
142,034171,674+29,6409,25612,4151.47%+3,159
ORACLE CORP(ORCL)014,237+14,23702,9930.36%+2,993
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
0135,223+135,22303,3250.39%+3,325
PALO ALTO NETWORKS INC(PANW)014,308+14,30802,8700.34%+2,870
VANGUARD BD INDEX FDS192,081231,749+39,66814,12816,9962.02%+2,869
SCHWAB CHARLES CORP(SCHW)040,058+40,05803,6040.43%+3,604
ISHARES TR043,106+43,10602,6730.32%+2,673
LPL FINL HLDGS INC(LPLA)07,102+7,10202,5920.31%+2,592
ISHARES TR025,133+25,13302,7750.33%+2,775
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
049,769+49,76903,1130.37%+3,113
ISHARES TR024,955+24,95502,3800.28%+2,380
ULTRA CLEAN HLDGS INC(UCTT)093,993+93,99302,1370.25%+2,137
SPDR SERIES TRUST
ST STR P500GRW
28,11446,787+18,6732,3054,4350.53%+2,130
INVESCO EXCH TRADED FD TR II018,926+18,92602,1170.25%+2,117
SSGA ACTIVE ETF TR
ST STR BL LN ETF
379,653423,017+43,36415,51317,5812.09%+2,068
AMAZON COM INC(AMZN)32,98936,939+3,9506,1828,2480.98%+2,067
ISHARES TR018,685+18,68502,0460.24%+2,046
MCKESSON CORP(MCK)6,7445,733-1,0112,1214,1610.49%+2,040
AUTODESK INC09,790+9,79002,9870.35%+2,987
YUM BRANDS INC(YUM)013,655+13,65502,0270.24%+2,027
ENTEGRIS INC(ENTG)024,584+24,58402,0250.24%+2,025
CIRRUS LOGIC INC(CRUS)019,105+19,10502,0250.24%+2,025
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
89,790116,591+26,8015,6777,6990.91%+2,021
L3HARRIS TECHNOLOGIES INC(LHX)07,970+7,97001,9680.23%+1,968
NOVO-NORDISK A S(NVO)028,655+28,65501,9630.23%+1,963
CAPITAL ONE FINL CORP(COF)09,273+9,27301,9570.23%+1,957
ISHARES TR
CORE MSCI TOTAL
025,303+25,30301,9520.23%+1,952
FORMFACTOR INC(FORM)055,814+55,81401,9480.23%+1,948
JOHNSON & JOHNSON(JNJ)012,776+12,77601,9470.23%+1,947
EXPEDITORS INTL WASH INC(EXPD)016,905+16,90501,9440.23%+1,944
ONTO INNOVATION INC(ONTO)019,495+19,49501,9280.23%+1,928
FIRST TR EXCHANGE-TRADED FD
MNGD FUTRS STRGY
139,405183,998+44,5936,3418,2410.98%+1,900
BRISTOL-MYERS SQUIBB CO(BMY)040,970+40,97001,8990.23%+1,899
SPDR INDEX SHS FDS
ST STR PO EX ETF
051,780+51,78002,0910.25%+2,091
MCDONALDS CORP(MCD)06,258+6,25801,8240.22%+1,824
ISHARES INC
CORE MSCI EMKT
034,690+34,69002,0730.25%+2,073
FIRST TR EXCHANGE TRAD FD VI
ALT ABSLT STRG
185,248246,012+60,7644,9596,7730.80%+1,814
ALLISON TRANSMISSION HLDGS I(ALSN)21,49739,148+17,6511,9883,7060.44%+1,717
OMEGA HEALTHCARE INVS INC(OHI)044,192+44,19201,6170.19%+1,617
SPDR SERIES TRUST
ST STR P500VAL
030,302+30,30201,5790.19%+1,579
PIMCO ETF TR
ENHAN SHRT MA AC
015,140+15,14001,5220.18%+1,522
TARGA RES CORP(TRGP)11,64920,516+8,8672,0753,5780.42%+1,503
ISHARES TR06,094+6,09401,4910.18%+1,491
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
023,755+23,75501,3460.16%+1,346
IRON MTN INC DEL(IRM)013,061+13,06101,3360.16%+1,336
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
024,156+24,15601,3110.16%+1,311
PEPSICO INC(PEP)09,864+9,86401,2930.15%+1,293
MOTOROLA SOLUTIONS INC(MSI)03,066+3,06601,2840.15%+1,284
UNIVERSAL HLTH SVCS INC(UHS)07,204+7,20401,2830.15%+1,283
SPDR SERIES TRUST
ST STR RATE ETF
221,078262,012+40,9346,7988,0730.96%+1,274
FRANCO NEV CORP(FNV)07,713+7,71301,2440.15%+1,244
VANGUARD INDEX FDS13,87614,651+7757,0708,3070.99%+1,237
PRICESMART INC(PSMT)022,273+22,27302,3690.28%+2,369
INTERDIGITAL INC(IDCC)05,279+5,27901,2190.14%+1,219
CENTENE CORP DEL(CNC)020,795+20,79501,1230.13%+1,123
PNC FINL SVCS GROUP INC(PNC)06,039+6,03901,1220.13%+1,122
PACER FDS TR
US LRG CP CASH
031,922+31,92201,1110.13%+1,111
PGIM ETF TR
PGIM ULTRA SH BD
022,307+22,30701,1100.13%+1,110
MICROCHIP TECHNOLOGY INC.(MCHP)015,128+15,12801,0660.13%+1,066
CORCEPT THERAPEUTICS INC(CORT)031,615+31,61502,3150.27%+2,315
ISHARES TR07,487+7,48701,0290.12%+1,029
VERTEX PHARMACEUTICALS INC(VRTX)3,8406,686+2,8461,9332,9510.35%+1,017
SS&C TECHNOLOGIES HLDGS INC(SSNC)027,340+27,34002,2380.27%+2,238
UGI CORP NEW(UGI)056,414+56,41402,0380.24%+2,038
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
42,07360,565+18,4922,0652,9780.35%+913
TAYLOR MORRISON HOME CORP(TMHC)031,559+31,55901,9340.23%+1,934
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
08,041+8,04108590.10%+859
FIRST TR EXCHANGE-TRADED FD
CORE INVESTMENT
82,304122,855+40,5511,7302,5790.31%+849
FIRST TR EXCHANGE TRADED FD
S&P INTL DIVID
092,585+92,58501,7590.21%+1,759
SPDR SERIES TRUST
ST STR AGGRE ETF
059,285+59,28501,5120.18%+1,512
ISHARES INC017,245+17,24507920.09%+792
ILLINOIS TOOL WKS INC(ITW)02,891+2,89107170.09%+717
CADENCE DESIGN SYSTEM INC(CDNS)04,399+4,39901,3430.16%+1,343
ISHARES TR
ULTRA SHORT DUR
013,571+13,57106880.08%+688
SPDR INDEX SHS FDS
ST PORT MARK ETF
029,809+29,80901,2710.15%+1,271
APPLE INC(AAPL)40,81746,284+5,4678,6219,3071.10%+686
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