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 6 of 17

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ASTRAZENECA PLC

AZN|046353108

Shares:24.1K

Value:$1.7M

464287812

Shares:17.0K

Value:$1.7M

CONOCOPHILLIPS

COP|20825C104

Shares:18.4K

Value:$1.7M

46434G764

EMXC|46434G764

Shares:31.1K

Value:$1.7M

92189F486

Shares:65.7K

Value:$1.7M

Accenture plc

ACN|G1151C101

Shares:5.6K

Value:$1.7M

Palomar Holdings, Inc.

PLMR|69753M105

Shares:8.8K

Value:$1.6M

808524201

SCHX|808524201

Shares:74.6K

Value:$1.6M

33740J203

Shares:81.0K

Value:$1.6M

46432F842

IEFA|46432F842

Shares:22.6K

Value:$1.6M

33733E104

Shares:18.4K

Value:$1.6M

922908736

VUG|922908736

Shares:4.2K

Value:$1.6M

33737J158

Shares:27.9K

Value:$1.6M

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:39.3K

Value:$1.6M

US BANCORP \DE\

USB|902973304

Shares:37.6K

Value:$1.5M

72201R882

Shares:15.2K

Value:$1.5M

26922A198

Shares:75.8K

Value:$1.5M

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:15.6K

Value:$1.5M

33733E302

Shares:6.3K

Value:$1.5M

Meta Platforms, Inc.

META|30303M102

Shares:2.6K

Value:$1.5M

Instrument	Shares		Other Manager	Value
ASTRAZENECA PLC(AZNcusip046353108)	24.1K	QoQ -27.42% (-9.1K) YoY-	All Managers (Combined)	$1.7M	QoQ -20.62% (-$449.5K) YoY-
(cusip464287812)✕	17.0K	QoQ +7666.66% (+16.8K) YoY-	All Managers (Combined)	$1.7M	QoQ +11871.71% (+$1.7M) YoY-
CONOCOPHILLIPS(COPcusip20825C104)	18.4K	QoQ -17.65% (-4.0K) YoY-	All Managers (Combined)	$1.7M	QoQ -22.07% (-$479.6K) YoY-
(EMXCcusip46434G764)	31.1K	QoQ +77747.50% (+31.1K) YoY-	All Managers (Combined)	$1.7M	QoQ +75748.40% (+$1.7M) YoY-
(cusip92189F486)✕	65.7K	QoQ -39.31% (-42.5K) YoY-	All Managers (Combined)	$1.7M	QoQ -39.40% (-$1.1M) YoY-
Accenture plc(ACNcusipG1151C101)	5.6K	QoQ -16.24% (-1.1K) YoY-	All Managers (Combined)	$1.7M	QoQ -29.07% (-$680.9K) YoY-
Palomar Holdings, Inc.(PLMRcusip69753M105)	8.8K	QoQ +3912.32% (+8.6K) YoY-	All Managers (Combined)	$1.6M	QoQ +7069.80% (+$1.6M) YoY-
(SCHXcusip808524201)	74.6K	QoQ +255.81% (+53.6K) YoY-	All Managers (Combined)	$1.6M	QoQ +235.02% (+$1.1M) YoY-
(cusip33740J203)✕	81.0K	QoQ +1148.48% (+74.5K) YoY-	All Managers (Combined)	$1.6M	QoQ +1162.02% (+$1.5M) YoY-
(IEFAcusip46432F842)	22.6K	QoQ +996.88% (+20.5K) YoY-	All Managers (Combined)	$1.6M	QoQ +1021.23% (+$1.5M) YoY-
(cusip33733E104)✕	18.4K	QoQ NEW(+18.4K) YoY-	All Managers (Combined)	$1.6M	QoQ NEW(+$1.6M) YoY-
(VUGcusip922908736)	4.2K	QoQ -10.89% (-513) YoY-	All Managers (Combined)	$1.6M	QoQ -18.51% (-$361.2K) YoY-
(cusip33737J158)✕	27.9K	QoQ -43.16% (-21.2K) YoY-	All Managers (Combined)	$1.6M	QoQ -37.62% (-$956.3K) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	39.3K	QoQ -17.01% (-8.1K) YoY-	All Managers (Combined)	$1.6M	QoQ -24.42% (-$508.3K) YoY-
US BANCORP \DE\(USBcusip902973304)	37.6K	QoQ -10.66% (-4.5K) YoY-	All Managers (Combined)	$1.5M	QoQ -25.01% (-$507.7K) YoY-
(cusip72201R882)✕	15.2K	QoQ +547.47% (+12.8K) YoY-	All Managers (Combined)	$1.5M	QoQ +828.45% (+$1.4M) YoY-
(cusip26922A198)✕	75.8K	QoQ -86.18% (-472.8K) YoY-	All Managers (Combined)	$1.5M	QoQ -86.68% (-$9.8M) YoY-
UNITED PARCEL SERVICE INC(UPScusip911312106)	15.6K	QoQ -4.01% (-653) YoY-	All Managers (Combined)	$1.5M	QoQ -25.91% (-$528.2K) YoY-
(cusip33733E302)✕	6.3K	QoQ NEW(+6.3K) YoY-	All Managers (Combined)	$1.5M	QoQ NEW(+$1.5M) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	2.6K	QoQ +343.41% (+2.0K) YoY-	All Managers (Combined)	$1.5M	QoQ +315.76% (+$1.1M) YoY-