Fund HoldingsCoppell Advisory Solutions LLC

Total Portfolio Value
$679.70M
Total Bought
$679.70M
Total Sold
$606.36M
Net Transaction
+$73.34M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
FIRST TR EXCHANGE TRADED FD VI TCW OPPORTUNIS ETF
SMITH OPPORT FXD
01,037,851+1,037,851047,1186.93%+47,118
FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW ETF
FIRST TR ENH NEW
0513,209+513,209030,8674.54%+30,867
TESLA INC COM(TSLA)0114,736+114,736029,8844.40%+29,884
KINGSMEN RESOURCES ORD
FT VEST S&P 500
0427,287+427,287023,2103.41%+23,210
WALMART INC COM(WMT)0276,238+276,238022,0383.24%+22,038
ORACLE CORP COM(ORCL)0125,213+125,213021,1283.11%+21,128
UNITEDHEALTH GROUP INC COM(UNH)035,127+35,127020,4393.01%+20,439
SPDR SERIES TRUST SPDR BLOOMBERG ETF
ST STR BLO 1 ETF
0198,585+198,585018,2302.68%+18,230
FIRST TR EXCHANGE TRADED FD VI FT CBOE VEST U S EQ BUFER S
FT LADD BUFF ETF
0606,514+606,514018,0922.66%+18,092
SPDR S&P 500 ETF Trust(SPY)018,974+18,974010,8431.60%+10,843
ETF SERIES SOLUTIONS AAM LW DUR PFD ETF
AAM LW DUR PFD
0481,975+481,975010,2471.51%+10,247
FT CBOE VEST FUND OF DEEP BUFFER ETF
FT VEST DEEP ETF
0388,320+388,32009,7081.43%+9,708
FIRST TST VALUE LI SHS ETF
SHS
0183,693+183,69308,3491.23%+8,349
MICROSOFT CORP COM(MSFT)017,493+17,49307,4871.10%+7,487
APPLE INC COM(AAPL)032,647+32,64707,4371.09%+7,437
FIRST TRUST LARGE CAP VALUE AL COM SHS ETF
COM SHS
091,794+91,79407,2431.07%+7,243
INVESCO QQQ TRUST UNIT SER 1 ETF
NASDAQNXTGEN100
014,467+14,46707,0421.04%+7,042
VANGUARD S&P 500 ETF SHS013,171+13,17106,9201.02%+6,920
FIRST TRUST EXCHANGE-TRADED FU CAP STRENGTH ETF076,159+76,15906,9001.02%+6,900
FIRST TRUST PORTFOLIOS LRGE CP CORE ALPHA COM SHS ETF
COM SHS
062,558+62,55806,5010.96%+6,501
ISHARES TRUST MSCI ACWI EX US ETF0109,181+109,18106,2840.92%+6,284
T-MOBILE US INC COM(TMUS)030,179+30,17906,1920.91%+6,192
CISCO SYSTEMS INC COM(CSCO)0109,898+109,89805,8270.86%+5,827
FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV ETF
NASD TECH DIV
069,214+69,21405,5610.82%+5,561
ISHARES TRUST CORE S&P500 ETF09,661+9,66105,5460.82%+5,546
FIRST TRUST EXCHANGE-TRADED AL DEV MRK EX US ETF
DEV MRK EX US
091,596+91,59605,3280.78%+5,328
ADOBE INC COM(ADBE)010,132+10,13205,2230.77%+5,223
JP MORGAN CHASE & CO COM(JPM)021,886+21,88604,6070.68%+4,607
AMAZON COM INC COM(AMZN)024,320+24,32004,5710.67%+4,571
FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF021,559+21,55904,5610.67%+4,561
SPDR SERIES TRUST PORTFOLIO S&P 500 ETF
ST STR P500ETF
067,717+67,71704,5520.67%+4,552
INVESCO QQQ TRUST UNIT SER 1 ETF08,401+8,40104,0890.60%+4,089
HOME DEPOT INC COM(HD)09,585+9,58503,8290.56%+3,829
PROCTER & GAMBLE CO COM(PG)021,232+21,23203,6850.54%+3,685
MCDONALDS CORPORATION COM(MCD)011,897+11,89703,6130.53%+3,613
JP MORGAN ETF TRUST EQUITY PREMIUM INCOME ETF
EQUITY PREMIUM
053,086+53,08603,1540.46%+3,154
FIRST TRUST EXCHANGE-TRADED AL EUROPE ALPHADEX ETF
EUROPE ALPHADEX
079,901+79,90103,1470.46%+3,147
GILEAD SCIENCES INC COM(GILD)037,598+37,59803,1440.46%+3,144
VANGUARD ALLWRLD EX US ETF049,521+49,52103,1390.46%+3,139
NVIDIA CORP COM(NVDA)025,727+25,72703,1230.46%+3,123
FIRST TRUST EXCH TRADED FUND 2 HLTH CARE ALPH ETF
HLTH CARE ALPH
028,021+28,02103,1230.46%+3,123
FIRST TRUST PORTFOLIOS SHS ETF016,063+16,06303,0850.45%+3,085
VANGUARD LARGE CAP ETF011,718+11,71803,0710.45%+3,071
FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETF
SENIOR LN FD
066,382+66,38203,0470.45%+3,047
COSTCO WHOLESALE CORP COM(COST)03,426+3,42603,0340.45%+3,034
FT VEST US EQUITY MAX BUFFER ETF
VEST US EQUITY M
097,885+97,88502,9800.44%+2,980
FIRST TRUST EXCHANGE-TRADED AL EMERG MKT ALPH ETF
EMERG MKT ALPH
0123,094+123,09402,9700.44%+2,970
VANECK VECTORS ETF TRUST INVT GRADE FLTG ETF
IG FLOA RATE ETF
0115,669+115,66902,9450.43%+2,945
SPDR SERIES TRUST PRTFLO S&P500 GW ETF
ST STR P500GRW
035,456+35,45602,9250.43%+2,925
ISHARES TRUST SHORT TREAS BD ETF026,154+26,15402,8930.43%+2,893
JPMORGN HEDGD EQTY LAD
HEDG EQU LAD ETF
045,431+45,43102,7690.41%+2,769
CHEVRON CORPORATION COM(CVX)018,911+18,91102,7510.40%+2,751
UNITED PARCEL SERVICE INC COM CL B(UPS)020,158+20,15802,7060.40%+2,706
WELLS FARGO & COMPANY COM(WFC)047,964+47,96402,6810.39%+2,681
VANGUARD TOTAL BND MRKT ETF035,340+35,34002,6600.39%+2,660
PIMCO ETF TRUST ENHAN SHRT MA AC ETF
ENHAN SHRT MA AC
026,403+26,40302,6580.39%+2,658
L3 HARRIS TECHNOLOGIES INC COM(LHX)011,249+11,24902,6430.39%+2,643
DUPONT DE NEMOURS INC COM(DD)029,454+29,45402,6370.39%+2,637
Honeywell International Inc(HON)012,662+12,66202,6290.39%+2,629
BERKSHIRE HATHAWAY INC COM CL B05,736+5,73602,6240.39%+2,624
NOVO NORDISK A/S ADR SPONSORED(NVO)021,316+21,31602,5740.38%+2,574
Abbot Laboratories022,776+22,77602,5610.38%+2,561
COMCAST CORP COM CL A(CCZ)060,422+60,42202,5160.37%+2,516
JP MORGAN ETF TRUST NASDAQ EQUITY PREMIUM INCOM
NASDAQ EQT PREM
044,679+44,67902,4480.36%+2,448
JOHNSON & JOHNSON COM(JNJ)015,124+15,12402,4410.36%+2,441
FIRST TRUST EXCHANGE-TRADED AL JAPAN ALPHADEX ETF
JAPAN ALPHADEX
043,916+43,91602,3480.35%+2,348
ACCENTURE PLC COM
SHS CLASS A
06,521+6,52102,2800.34%+2,280
SHELL PLC ADR SPONSORED(SHEL)033,555+33,55502,2180.33%+2,218
Goodyear Tire & Rubber(GT)0250,515+250,51502,1970.32%+2,197
Realty Income Corp Common Stk(O)034,939+34,93902,1920.32%+2,192
FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF
INDLS PROD DUR
028,664+28,66402,1710.32%+2,171
ZEGA BUY AND HEDGE ETF0103,697+103,69702,1160.31%+2,116
CONOCOPHILLIPS COM(COP)019,266+19,26602,0180.30%+2,018
ISHARES TRUST RUS MD CP GR ETF017,205+17,20502,0170.30%+2,017
US BANCORP COM(USB)043,993+43,99302,0010.29%+2,001
Dana Inc(DAN)0181,264+181,26401,9790.29%+1,979
BP ADR SPONSORED(BP)061,422+61,42201,9300.28%+1,930
Delek US Holdings Inc(DK)0101,520+101,52001,9180.28%+1,918
MAGNA INTERNATIONAL INC COM(MGA)044,847+44,84701,9160.28%+1,916
BANK OF AMERICA CORPORATION COM048,212+48,21201,9000.28%+1,900
INVESCO EXCHANGE TRADED FUND T S&P500 HDL VOL ETF037,413+37,41301,8850.28%+1,885
ISHARES TRUST CORE S&P MCP ETF028,897+28,89701,7990.26%+1,799
MICROCHIP TECHNOLOGY COM(MCHP)021,746+21,74601,7520.26%+1,752
FIRST TRUST EXCHANGE-TRADED FU NY ARCA BIOTECH ETF010,213+10,21301,7460.26%+1,746
AMGEN INC COM(AMGN)05,386+5,38601,7380.26%+1,738
INVESCO EXCHANGE TRADED FUND T S&P500 LOW VOL ETF023,690+23,69001,6950.25%+1,695
EXXON MOBIL CORPORATION COM014,325+14,32501,6590.24%+1,659
PNC FINANCIAL SERVICES GROUP COM(PNC)09,052+9,05201,6570.24%+1,657
GALLAGHER (ARTHUR J) & CO COM(AJG)05,883+5,88301,6440.24%+1,644
PEPSICO INC COM(PEP)09,666+9,66601,6430.24%+1,643
ANALOG DEVICES INC COM(ADI)07,012+7,01201,6270.24%+1,627
IRON MOUNTAIN INC COM(IRM)013,760+13,76001,6060.24%+1,606
ISHARES TRUST CORE US AGGBD ET ETF015,795+15,79501,6030.24%+1,603
SPDR SERIES TRUST BLOOMBERG BRCLYS ETF
ST BLOO HIGH ETF
016,048+16,04801,5690.23%+1,569
VANGUARD VALUE ETF08,969+8,96901,5600.23%+1,560
ALPHABET INC COM CL A(GOOG)09,413+9,41301,5430.23%+1,543
FIRST TRUST PORTFOLIOS SML CP CORE ALPHA COM SHS ETF
COM SHS
015,346+15,34601,5200.22%+1,520
VANGUARD GROWTH ETF03,855+3,85501,4740.22%+1,474
ASTRAZENECA ADR SPONSORED(AZN)018,891+18,89101,4660.22%+1,466
FIRST TR EXCHANGE-TRADED FD V MNGD FUTRS STRGY ETF
MNGD FUTRS STRGY
029,670+29,67001,4160.21%+1,416
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