Coppell-Advisory-Solutions

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "PKST",
  null,
  "PLMR",
  "AGI.TO",
  null,
  null,
  "ALSN",
  "MU",
  null,
  "ACN",
  "ABT",
  "ABBV",
  null,
  "GOOGL",
  null,
  "ADMA",
  "AAT",
  "T",
  "AVGO",
  null,
  null,
  null,
  "DBEF",
  null,
  "DUK",
  "PECO",
  "MOV",
  "OMCL",
  "NTST",
  "D",
  "NAD",
  null,
  "UEC",
  null,
  null,
  null,
  "CION",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GILD",
  null,
  null,
  "HON",
  "HD",
  "HPQ",
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "QCOM",
  null,
  null,
  null,
  "FBRT",
  "EMXC",
  null,
  "BKNG",
  null,
  "META",
  null,
  "MVIS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KNSL",
  "KMI",
  null,
  "OZ",
  null,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SILA",
  null,
  null,
  "MS",
  "TMUS",
  "EQIX",
  "EVRG",
  null,
  "GPC",
  null,
  null,
  "OMF",
  null,
  null,
  "EMN",
  "PCAR",
  "EFG",
  "KLAC",
  null,
  null,
  null,
  "VHT",
  null,
  null,
  "DOC",
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IEMG",
  "IJK",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "HPE",
  "INTC",
  "PRU",
  "PG",
  null,
  "VZ",
  null,
  null,
  "MPW",
  "AMGN",
  "PKG",
  null,
  "PPG",
  "ROK",
  "IEFA",
  null,
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  "NOW",
  "SHW",
  "ROP",
  "SRE",
  "O",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  "RITM",
  "SPYG",
  null,
  null,
  "SPLG",
  null,
  null,
  "IBM",
  "SSNC",
  null,
  "SYK",
  "UPS",
  "VNQ",
  "PTGX",
  "PSMT",
  "VV",
  "LYTS",
  "SCHW",
  "ACWV",
  "STAG",
  "JBL",
  null,
  null,
  null,
  "HR",
  null,
  "VCIT",
  "VIG",
  null,
  null,
  null,
  "LAD",
  "TRGP",
  null,
  null,
  "GT",
  null,
  "GNL",
  "TSM",
  null,
  "FSK",
  "VTR",
  "AHR",
  "DD",
  "VRTX",
  "QLYS",
  "UGI",
  "ADSK",
  "ACGL",
  "TMHC",
  "AMD",
  "FI",
  "F",
  "DEO",
  "AJG",
  "FTNT",
  "IWR",
  "OPCH",
  null,
  null,
  null,
  null,
  null,
  "IAUX",
  null,
  "AMZN",
  null,
  null,
  "CLF",
  "LCID",
  null,
  null,
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  null,
  "BLV",
  null,
  null,
  "VGLT",
  "VBK",
  "BND",
  "VBR",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WMB",
  "WPC",
  "DTE",
  "G",
  "GEN",
  null,
  "SCHF",
  "LADR",
  null,
  null,
  "SO",
  null,
  "PFGC",
  "PSX",
  "CRM",
  "SCI",
  null,
  null,
  null,
  null,
  "DGRO",
  "MCK",
  null,
  null,
  null,
  "NUE",
  null,
  null,
  "ALLY",
  "ADP",
  "BAC",
  "BRK-B",
  "BWXT",
  "CALM",
  "CDNS",
  "CVX",
  "CTAS",
  "CSCO",
  "CLNE",
  "KO",
  "CMCSA",
  "COP",
  "STZ",
  "CORT",
  "COST",
  "CRWD",
  "DK",
  "DE",
  "DFAC",
  "DFS",
  "RSP",
  null,
  "EFA",
  "ADI",
  "IWB",
  "QQQ",
  null,
  "DIS",
  "GOOG",
  "XOM",
  "TSLA",
  "PM",
  "MO",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-16
Total Holdings: 334
Total Value: 720099938
Accession Number: 0001062993-25-009589
Form Type: 13F-HR
CIK: coppell-advisory-solutions
Manager Name: Coppell-Advisory-Solutions

Data Enrichment

57% identified

190 identified144 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

334 positions • $720,099.938K total value

334 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

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53656G357

Shares:2.6M

Value:$59.9M

02072L649

Shares:1.0M

Value:$40.5M

33740U729

Shares:884.7K

Value:$20.7M

LITHIA MOTORS INC

LAD|536797103

Shares:2.0M

Value:$20.1M

33739Q408

Shares:289.3K

Value:$17.4M

33740F755

Shares:573.8K

Value:$16.9M

78467V608

Shares:379.7K

Value:$15.5M

921937835

BND|921937835

Shares:192.1K

Value:$14.1M

33740F805

Shares:320.7K

Value:$14.0M

33739Q705

Shares:284.0K

Value:$13.7M

46434V621

DGRO|46434V621

Shares:280.0K

Value:$12.9M

33740U703

Shares:499.1K

Value:$12.4M

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:22.6K

Value:$12.1M

Broadcom Inc.

AVGO|11135F101

Shares:51.6K

Value:$9.9M

VISA INC.

V|92826C839

Shares:27.8K

Value:$9.5M

78464A854

SPLG|78464A854

Shares:142.0K

Value:$9.3M

Apple Inc.

AAPL|037833100

Shares:40.8K

Value:$8.6M

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:15.2K

Value:$8.4M

46138G649

Shares:16.3K

Value:$7.7M

MICROVISION, INC.

MVIS|594960304

Shares:19.3K

Value:$7.6M

Instrument	Shares		Other Manager	Value
(cusip53656G357)✕	2.6M	QoQ NEW(+2.6M) YoY-	All Managers (Combined)	$59.9M	QoQ NEW(+$59.9M) YoY-
(cusip02072L649)✕	1.0M	QoQ +896.31% (+910.4K) YoY-	All Managers (Combined)	$40.5M	QoQ +849.58% (+$36.2M) YoY-
(cusip33740U729)✕	884.7K	QoQ NEW(+884.7K) YoY-	All Managers (Combined)	$20.7M	QoQ NEW(+$20.7M) YoY-
LITHIA MOTORS INC(LADcusip536797103)	2.0M	QoQ +10136710.00% (+2.0M) YoY-	All Managers (Combined)	$20.1M	QoQ +280823.56% (+$20.1M) YoY-
(cusip33739Q408)✕	289.3K	QoQ -42.88% (-217.2K) YoY-	All Managers (Combined)	$17.4M	QoQ -42.61% (-$12.9M) YoY-
(cusip33740F755)✕	573.8K	QoQ -16.60% (-114.3K) YoY-	All Managers (Combined)	$16.9M	QoQ -19.58% (-$4.1M) YoY-
(cusip78467V608)✕	379.7K	QoQ +748.87% (+334.9K) YoY-	All Managers (Combined)	$15.5M	QoQ +731.77% (+$13.6M) YoY-
(BNDcusip921937835)	192.1K	QoQ +259.11% (+138.6K) YoY-	All Managers (Combined)	$14.1M	QoQ +266.68% (+$10.3M) YoY-
(cusip33740F805)✕	320.7K	QoQ -83.90% (-1.7M) YoY-	All Managers (Combined)	$14.0M	QoQ -83.65% (-$71.9M) YoY-
(cusip33739Q705)✕	284.0K	QoQ -38.23% (-175.9K) YoY-	All Managers (Combined)	$13.7M	QoQ -40.55% (-$9.3M) YoY-
(DGROcusip46434V621)	280.0K	QoQ +8816.05% (+276.8K) YoY-	All Managers (Combined)	$12.9M	QoQ +6613.89% (+$12.7M) YoY-
(cusip33740U703)✕	499.1K	QoQ -7.75% (-41.9K) YoY-	All Managers (Combined)	$12.4M	QoQ -10.45% (-$1.4M) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	22.6K	QoQ +313.98% (+17.2K) YoY-	All Managers (Combined)	$12.1M	QoQ +389.43% (+$9.6M) YoY-
Broadcom Inc.(AVGOcusip11135F101)	51.6K	QoQ -44.33% (-41.1K) YoY-	All Managers (Combined)	$9.9M	QoQ -54.49% (-$11.8M) YoY-
VISA INC.(Vcusip92826C839)	27.8K	QoQ +846.07% (+24.9K) YoY-	All Managers (Combined)	$9.5M	QoQ +923.12% (+$8.6M) YoY-
(SPLGcusip78464A854)	142.0K	QoQ +48.32% (+46.3K) YoY-	All Managers (Combined)	$9.3M	QoQ +39.68% (+$2.6M) YoY-
Apple Inc.(AAPLcusip037833100)	40.8K	QoQ +12.54% (-4.5K) YoY-	All Managers (Combined)	$8.6M	QoQ -5.82% (-$533.0K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	15.2K	QoQ -25.63% (-5.3K) YoY-	All Managers (Combined)	$8.4M	QoQ -29.91% (-$3.6M) YoY-
(cusip46138G649)✕	16.3K	QoQ +646.53% (+14.1K) YoY-	All Managers (Combined)	$7.7M	QoQ +1572.50% (+$7.3M) YoY-
MICROVISION, INC.(MVIScusip594960304)	19.3K	QoQ +137421.42% (+19.2K) YoY-	All Managers (Combined)	$7.6M	QoQ +32984400.00% (+$7.6M) YoY-