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

Page 3 of 17

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33734K109

Shares:32.3K

Value:$3.2M

Alphabet Inc.

GOOG|02079K107

Shares:19.3K

Value:$3.1M

33737J174

Shares:50.3K

Value:$3.1M

78470P846

Shares:108.1K

Value:$3.0M

53656F623

Shares:5.4K

Value:$3.0M

33738R118

Shares:40.5K

Value:$3.0M

464287234

EEM|464287234

Shares:29.8K

Value:$3.0M

464288687

Shares:26.7K

Value:$2.9M

T-Mobile US, Inc.

TMUS|872590104

Shares:12.0K

Value:$2.9M

922908637

VV|922908637

Shares:11.3K

Value:$2.9M

33733E823

Shares:95.0K

Value:$2.9M

33740U612

Shares:91.2K

Value:$2.9M

QUALCOMM INC/DE

QCOM|747525103

Shares:19.1K

Value:$2.8M

74347R107

Shares:35.1K

Value:$2.8M

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:47.1K

Value:$2.7M

46654Q773

Shares:45.1K

Value:$2.7M

33735J101

Shares:35.8K

Value:$2.6M

Walmart Inc.

WMT|931142103

Shares:26.6K

Value:$2.6M

Tesla, Inc.

TSLA|88160R101

Shares:8.7K

Value:$2.6M

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:35.7K

Value:$2.5M

Instrument	Shares		Other Manager	Value
(cusip33734K109)✕	32.3K	QoQ -47.86% (-29.6K) YoY-	All Managers (Combined)	$3.2M	QoQ -49.87% (-$3.2M) YoY-
Alphabet Inc.(GOOGcusip02079K107)	19.3K	QoQ +381.06% (+15.3K) YoY-	All Managers (Combined)	$3.1M	QoQ +304.54% (+$2.4M) YoY-
(cusip33737J174)✕	50.3K	QoQ -50.62% (-51.6K) YoY-	All Managers (Combined)	$3.1M	QoQ -44.14% (-$2.4M) YoY-
(cusip78470P846)✕	108.1K	QoQ +250.45% (+77.3K) YoY-	All Managers (Combined)	$3.0M	QoQ +246.56% (+$2.2M) YoY-
(cusip53656F623)✕	5.4K	QoQ NEW(+5.4K) YoY-	All Managers (Combined)	$3.0M	QoQ NEW(+$3.0M) YoY-
(cusip33738R118)✕	40.5K	QoQ -45.40% (-33.7K) YoY-	All Managers (Combined)	$3.0M	QoQ -49.64% (-$2.9M) YoY-
(EEMcusip464287234)	29.8K	QoQ +7781.74% (+29.4K) YoY-	All Managers (Combined)	$3.0M	QoQ +18516.80% (+$2.9M) YoY-
(cusip464288687)✕	26.7K	QoQ +609.27% (+22.9K) YoY-	All Managers (Combined)	$2.9M	QoQ +2392.85% (+$2.8M) YoY-
T-Mobile US, Inc.(TMUScusip872590104)	12.0K	QoQ +1429.88% (+11.2K) YoY-	All Managers (Combined)	$2.9M	QoQ +1574.99% (+$2.7M) YoY-
(VVcusip922908637)	11.3K	QoQ -1.39% (-160) YoY-	All Managers (Combined)	$2.9M	QoQ -7.11% (-$221.6K) YoY-
(cusip33733E823)✕	95.0K	QoQ NEW(+95.0K) YoY-	All Managers (Combined)	$2.9M	QoQ NEW(+$2.9M) YoY-
(cusip33740U612)✕	91.2K	QoQ -9.35% (-9.4K) YoY-	All Managers (Combined)	$2.9M	QoQ -7.83% (-$243.4K) YoY-
QUALCOMM INC/DE(QCOMcusip747525103)	19.1K	QoQ +1124.50% (+17.5K) YoY-	All Managers (Combined)	$2.8M	QoQ +1063.50% (+$2.6M) YoY-
(cusip74347R107)✕	35.1K	QoQ +485.34% (+29.1K) YoY-	All Managers (Combined)	$2.8M	QoQ +398.15% (+$2.2M) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	47.1K	QoQ +1054.56% (+43.1K) YoY-	All Managers (Combined)	$2.7M	QoQ +1018.36% (+$2.5M) YoY-
(cusip46654Q773)✕	45.1K	QoQ NEW(+45.1K) YoY-	All Managers (Combined)	$2.7M	QoQ NEW(+$2.7M) YoY-
(cusip33735J101)✕	35.8K	QoQ -49.59% (-35.2K) YoY-	All Managers (Combined)	$2.6M	QoQ -51.60% (-$2.8M) YoY-
Walmart Inc.(WMTcusip931142103)	26.6K	QoQ -87.43% (-184.8K) YoY-	All Managers (Combined)	$2.6M	QoQ -86.71% (-$16.6M) YoY-
Tesla, Inc.(TSLAcusip88160R101)	8.7K	QoQ -82.69% (-41.7K) YoY-	All Managers (Combined)	$2.6M	QoQ -87.90% (-$18.5M) YoY-
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	35.7K	QoQ -22.68% (-10.5K) YoY-	All Managers (Combined)	$2.5M	QoQ -21.92% (-$712.4K) YoY-