Fund HoldingsCoppell Advisory Solutions LLC

Total Portfolio Value
$501.93M
Total Bought
$501.93M
Total Sold
$290.65M
Net Transaction
+$211.28M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW ETF
FIRST TR ENH NEW
0896,817+896,817053,50410.66%+53,504
FIRST TR EXCHANGE TRADED FD VI TCW OPPORTUNIS ETF
SMITH OPPORT FXD
0458,031+458,031020,4304.07%+20,430
MICROSOFT CORP COM(MSFT)039,515+39,515014,8592.96%+14,859
APPLE INC COM(AAPL)070,041+70,041013,4852.69%+13,485
JP MORGAN CHASE & CO COM(JPM)077,824+77,824013,2382.64%+13,238
KINGSMEN RESOURCES ORD
FT VEST S&P 500
0207,644+207,644010,7312.14%+10,731
SPDR SERIES TRUST SPDR BLOOMBERG ETF
ST STR BLO 1 ETF
097,643+97,64308,9241.78%+8,924
BROADCOM INC COM(AVGO)07,559+7,55908,4381.68%+8,438
ISHARES TRUST SHORT TREAS BD ETF070,599+70,59907,7751.55%+7,775
FIRST TRUST LARGE CAP VALUE AL COM SHS ETF
COM SHS
0100,099+100,09907,0911.41%+7,091
ISHARES TRUST CORE S&P500 ETF013,471+13,47106,4341.28%+6,434
FIRST TRUST EXCHANGE-TRADED FU CAP STRENGTH ETF077,432+77,43206,1981.23%+6,198
VANECK VECTORS ETF TRUST INVT GRADE FLTG ETF
IG FLOA RATE ETF
0240,001+240,00106,0361.20%+6,036
VANGUARD S&P 500 ETF SHS013,676+13,67605,9741.19%+5,974
FIRST TST VALUE LI SHS ETF
SHS
0144,838+144,83805,8751.17%+5,875
FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETF
SENIOR LN FD
0126,236+126,23605,8161.16%+5,816
SPDR SERIES TRUST BLOOMBERG BRCLYS ETF
ST BLOO HIGH ETF
060,747+60,74705,7551.15%+5,755
PIMCO ETF TRUST ENHAN SHRT MA AC ETF
ENHAN SHRT MA AC
053,314+53,31405,3201.06%+5,320
SPDR S&P500 ETF TRUST TR UNIT ETF(SPY)010,982+10,98205,2201.04%+5,220
INVESCO QQQ TRUST UNIT SER 1 ETF
NASDAQNXTGEN100
012,715+12,71505,2071.04%+5,207
INTEL CORP COM(INTC)098,459+98,45904,9480.99%+4,948
FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV ETF
NASD TECH DIV
075,602+75,60204,8450.97%+4,845
FIRST TRUST EXCHANGE-TRADED AL DEV MRK EX US ETF
DEV MRK EX US
091,186+91,18604,7880.95%+4,788
ISHARES TRUST PFD AND INCM SEC ETF0129,204+129,20404,0300.80%+4,030
FIRST TRUST EXCHANGE-TRADED AL COM SHS ETF
COM SHS
035,811+35,81103,9230.78%+3,923
FIRST TRUST PORTFOLIOS LRGE CP CORE ALPHA COM SHS ETF
COM SHS
040,754+40,75403,6750.73%+3,675
FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF
TECH ALPHADEX
026,768+26,76803,4280.68%+3,428
PROCTER & GAMBLE CO COM(PG)022,980+22,98003,3670.67%+3,367
QUALCOMM INC COM(QCOM)022,955+22,95503,3200.66%+3,320
FIRST TRUST EXCH TRADED FUND 2 HLTH CARE ALPH ETF
HLTH CARE ALPH
031,365+31,36503,2480.65%+3,248
SPDR SERIES TRUST PRTFLO S&P500 GW ETF
ST STR P500GRW
049,533+49,53303,2230.64%+3,223
INVESCO EXCHANGE TRADED FUND T EMRNG MKT SVRG ETF0154,686+154,68603,1900.64%+3,190
VANGUARD ALLWRLD EX US ETF055,455+55,45503,1130.62%+3,113
SPDR SERIES TRUST BLOMBRG BRC INTL ETF
SST SPDR BLOOMBE
0100,075+100,07502,9950.60%+2,995
FIRST TR EXCHANGE TRADED FD VI FT CBOE VEST U S EQ BUFER S
FT LADD BUFF ETF
0112,272+112,27202,9830.59%+2,983
COSTCO WHOLESALE CORP COM(COST)04,319+4,31902,8510.57%+2,851
FIRST TRUST EXCHANGE-TRADED AL EUROPE ALPHADEX ETF
EUROPE ALPHADEX
077,820+77,82002,8260.56%+2,826
COMCAST CORP COM CL A(CCZ)061,013+61,01302,6750.53%+2,675
FIRST TRUST EXCHANGE-TRADED AL EMERG MKT ALPH ETF
EMERG MKT ALPH
0120,416+120,41602,6650.53%+2,665
FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF013,992+13,99202,6100.52%+2,610
FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF
RISNG DIVD ACHIV
049,875+49,87502,5770.51%+2,577
VANGUARD LARGE CAP ETF011,584+11,58402,5270.50%+2,527
NETFLIX INC COM(NFLX)05,165+5,16502,5150.50%+2,515
FIRST TST MORNINGS SHS ETF067,457+67,45702,4200.48%+2,420
WELLS FARGO & COMPANY COM(WFC)047,235+47,23502,3250.46%+2,325
NOVO NORDISK A/S ADR SPONSORED(NVO)021,924+21,92402,2680.45%+2,268
HOME DEPOT INC COM(HD)06,495+6,49502,2510.45%+2,251
AMGEN INC COM(AMGN)07,680+7,68002,2120.44%+2,212
Honeywell International Inc(HON)010,539+10,53902,2100.44%+2,210
GILEAD SCIENCES INC COM(GILD)027,142+27,14202,1990.44%+2,199
CHEVRON CORPORATION COM(CVX)014,391+14,39102,1470.43%+2,147
Exchange Listed Funds Trust - Cabana Target Drawdown 7 ETF096,282+96,28202,0840.42%+2,084
SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF
ST STR PR SP1500
035,614+35,61402,0820.41%+2,082
FIRST TRUST EXCHANGE-TRADED AL JAPAN ALPHADEX ETF
JAPAN ALPHADEX
040,919+40,91902,0620.41%+2,062
MCDONALDS CORPORATION COM(MCD)06,950+6,95002,0610.41%+2,061
FIRST TRUST PORTFOLIOS SHS ETF011,619+11,61902,0390.41%+2,039
FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF
INDLS PROD DUR
031,025+31,02502,0120.40%+2,012
L3 HARRIS TECHNOLOGIES INC COM(LHX)09,397+9,39701,9790.39%+1,979
UNITED PARCEL SERVICE INC COM CL B(UPS)012,563+12,56301,9750.39%+1,975
Abbot Laboratories017,575+17,57501,9350.39%+1,935
JOHNSON & JOHNSON COM(JNJ)012,063+12,06301,8910.38%+1,891
ISHARES TRUST IBOXX INV CP ETF016,844+16,84401,8640.37%+1,864
FIRST TRUST EXCH TRADED FUND 2 CONSUMR DISCRE ETF
CONSUMR DISCRE
031,516+31,51601,8590.37%+1,859
EXXON MOBIL CORPORATION COM018,572+18,57201,8570.37%+1,857
DUPONT DE NEMOURS INC COM(DD)023,677+23,67701,8210.36%+1,821
ISHARES TRUST MBS ETF019,187+19,18701,8050.36%+1,805
Realty Income Corp Common Stk(O)031,377+31,37701,8020.36%+1,802
SHELL PLC ADR SPONSORED(SHEL)027,359+27,35901,8000.36%+1,800
ISHARES TRUST CORE US AGGBD ET ETF018,028+18,02801,7890.36%+1,789
CONOCOPHILLIPS COM(COP)015,367+15,36701,7840.36%+1,784
ZEGA BUY AND HEDGE ETF099,334+99,33401,7520.35%+1,752
Direxion HCM Tactical Enhanced U.S. Equity Strategy ETF
DIREXION HCM
063,256+63,25601,6850.34%+1,685
SPDR SERIES TRUST PORTFOLIO S&P 500 ETF
ST STR P500ETF
029,919+29,91901,6720.33%+1,672
SELECT SECTOR SPDR TRUST COMMUNICATION ETF
ST STR SVC ETF
022,919+22,91901,6650.33%+1,665
AMAZON COM INC COM(AMZN)010,690+10,69001,6240.32%+1,624
US BANCORP COM(USB)035,708+35,70801,5450.31%+1,545
First Tr Exchange Traded Fd Vi First Trust Nasdaq Bank
NASDAQ BK ETF
060,140+60,14001,5190.30%+1,519
BANK OF AMERICA CORPORATION COM044,647+44,64701,5030.30%+1,503
MICROCHIP TECHNOLOGY COM(MCHP)016,413+16,41301,4800.29%+1,480
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETF
S&P500 EQL WGT
09,316+9,31601,4700.29%+1,470
VANGUARD VALUE ETF09,819+9,81901,4680.29%+1,468
Defiance S&P 500 Enhanced Options Income ETF079,090+79,09001,4270.28%+1,427
ISHARES TRUST RUS TP200 GR ETF08,012+8,01201,4040.28%+1,404
FIRST TR EXCHANGE TRADED FD IV SSI STRG ETF
SSI STRG ETF
041,441+41,44101,3810.28%+1,381
ISHARES TRUST IBOXX HI YD ETF017,672+17,67201,3680.27%+1,368
ISHARES TRUST TIPS BD ETF012,698+12,69801,3650.27%+1,365
PNC FINANCIAL SERVICES GROUP COM(PNC)08,327+8,32701,2890.26%+1,289
FIRST TR EXCHANGE TRADED FD VI NASDQ OIL GAS ETF
NASDQ OIL GAS
044,633+44,63301,2630.25%+1,263
ISHARES TRUST CORE S&P SCP ETF011,544+11,54401,2500.25%+1,250
ISHARES TRUST RUS 1000 VAL ETF07,392+7,39201,2210.24%+1,221
ACCENTURE PLC COM
SHS CLASS A
03,429+3,42901,2030.24%+1,203
SPDR SERIES TRUST PORTFOLIO AGRGTE ETF
ST STR AGGRE ETF
046,835+46,83501,2010.24%+1,201
VANGUARD DIV APP ETF07,043+7,04301,2000.24%+1,200
IRON MOUNTAIN INC COM(IRM)016,883+16,88301,1810.24%+1,181
PEPSICO INC COM(PEP)06,906+6,90601,1730.23%+1,173
ISHARES TRUST MSCI EAFE ETF015,478+15,47801,1660.23%+1,166
ANALOG DEVICES INC COM(ADI)05,857+5,85701,1630.23%+1,163
FT CBOE VEST FUND OF DEEP BUFFER ETF
FT VEST DEEP ETF
051,148+51,14801,1610.23%+1,161
ALPHABET INC COM CL A(GOOG)08,243+8,24301,1510.23%+1,151
GALLAGHER (ARTHUR J) & CO COM(AJG)05,097+5,09701,1460.23%+1,146
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