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 4 of 17

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33737J117

Shares:57.6K

Value:$2.5M

GILEAD SCIENCES, INC.

GILD|375558103

Shares:23.3K

Value:$2.4M

33738R506

Shares:41.3K

Value:$2.4M

78464A409

SPYG|78464A409

Shares:28.1K

Value:$2.3M

464287515

Shares:40.1K

Value:$2.3M

MORGAN STANLEY

MS|617446448

Shares:4.9K

Value:$2.2M

MEDICAL PROPERTIES TRUST INC

MPW|58463J304

Shares:3.1K

Value:$2.2M

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:10.2K

Value:$2.2M

MCKESSON CORP

MCK|58155Q103

Shares:6.7K

Value:$2.1M

Phillips Edison & Company, Inc.

PECO|71844V201

Shares:12.4K

Value:$2.1M

336917109

Shares:50.8K

Value:$2.1M

Targa Resources Corp.

TRGP|87612G101

Shares:11.6K

Value:$2.1M

33739Q200

Shares:42.1K

Value:$2.1M

NUCOR CORP

NUE|670346105

Shares:31.6K

Value:$2.1M

886364660

Shares:105.3K

Value:$2.0M

ABBOTT LABORATORIES

ABT|002824100

Shares:15.5K

Value:$2.0M

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:4.9K

Value:$2.0M

33740F821

Shares:60.8K

Value:$2.0M

464285204

Shares:22.8K

Value:$2.0M

Allison Transmission Holdings Inc

ALSN|01973R101

Shares:21.5K

Value:$2.0M

Instrument	Shares		Other Manager	Value
(cusip33737J117)✕	57.6K	QoQ -38.34% (-35.8K) YoY-	All Managers (Combined)	$2.5M	QoQ -26.50% (-$894.6K) YoY-
GILEAD SCIENCES, INC.(GILDcusip375558103)	23.3K	QoQ -33.44% (-11.7K) YoY-	All Managers (Combined)	$2.4M	QoQ -24.61% (-$793.8K) YoY-
(cusip33738R506)✕	41.3K	QoQ +67.54% (+16.6K) YoY-	All Managers (Combined)	$2.4M	QoQ +62.23% (+$905.1K) YoY-
(SPYGcusip78464A409)	28.1K	QoQ -11.08% (-3.5K) YoY-	All Managers (Combined)	$2.3M	QoQ -17.78% (-$498.6K) YoY-
(cusip464287515)✕	40.1K	QoQ +3316.42% (+39.0K) YoY-	All Managers (Combined)	$2.3M	QoQ +1831.94% (+$2.2M) YoY-
MORGAN STANLEY(MScusip617446448)	4.9K	QoQ +440.21% (+4.0K) YoY-	All Managers (Combined)	$2.2M	QoQ +1812.62% (+$2.1M) YoY-
MEDICAL PROPERTIES TRUST INC(MPWcusip58463J304)	3.1K	QoQ -41.66% (-2.2K) YoY-	All Managers (Combined)	$2.2M	QoQ +10991.96% (-$2.1M) YoY-
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	10.2K	QoQ -22.10% (-2.9K) YoY-	All Managers (Combined)	$2.2M	QoQ -27.30% (-$813.5K) YoY-
MCKESSON CORP(MCKcusip58155Q103)	6.7K	QoQ +1943.63% (+6.4K) YoY-	All Managers (Combined)	$2.1M	QoQ +1026.03% (+$1.9M) YoY-
Phillips Edison & Company, Inc.(PECOcusip71844V201)	12.4K	QoQ -30.24% (-5.4K) YoY-	All Managers (Combined)	$2.1M	QoQ +219.22% (-$1.5M) YoY-
(cusip336917109)✕	50.8K	QoQ +222.27% (+35.0K) YoY-	All Managers (Combined)	$2.1M	QoQ +231.37% (+$1.5M) YoY-
Targa Resources Corp.(TRGPcusip87612G101)	11.6K	QoQ +1137.93% (+10.7K) YoY-	All Managers (Combined)	$2.1M	QoQ +1140.37% (+$1.9M) YoY-
(cusip33739Q200)✕	42.1K	QoQ +32.70% (+10.4K) YoY-	All Managers (Combined)	$2.1M	QoQ +33.81% (+$521.8K) YoY-
NUCOR CORP(NUEcusip670346105)	31.6K	QoQ +6275.75% (+31.1K) YoY-	All Managers (Combined)	$2.1M	QoQ +3485.74% (+$2.0M) YoY-
(cusip886364660)✕	105.3K	QoQ -14.34% (-17.6K) YoY-	All Managers (Combined)	$2.0M	QoQ -18.30% (-$458.5K) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	15.5K	QoQ -35.22% (-8.4K) YoY-	All Managers (Combined)	$2.0M	QoQ -25.05% (-$676.2K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	4.9K	QoQ +166.36% (+3.1K) YoY-	All Managers (Combined)	$2.0M	QoQ +113.79% (+$1.1M) YoY-
(cusip33740F821)✕	60.8K	QoQ NEW(+60.8K) YoY-	All Managers (Combined)	$2.0M	QoQ NEW(+$2.0M) YoY-
(cusip464285204)✕	22.8K	QoQ +757.90% (+20.1K) YoY-	All Managers (Combined)	$2.0M	QoQ +1438.53% (+$1.9M) YoY-
Allison Transmission Holdings Inc(ALSNcusip01973R101)	21.5K	QoQ +1245.24% (+19.9K) YoY-	All Managers (Combined)	$2.0M	QoQ +1051.73% (+$1.8M) YoY-