Top 39 Coppell Advisory Solutions LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRNY | EA SERIES TRUST | 49.63% | 1.79M | $84.3M | +8.53%(+140.68K) | $43.05(+34.54%) | 2026-03-31 | |
| AAPL | APPLE INC | 9.08% | 62.6K | $15.4M | -3.89%(-2.53K) | $207.71(+48.59%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.09% | 51.5K | $10.3M | +0.80%(+411) | $200.93(+20.77%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.58% | 34.6K | $9.5M | -40.30%(-23.39K) | $198.96(+80.90%) | 2026-03-31 | |
| ALSN | ALLISON TRANSMISSION HLDGS I | 3.03% | 45.7K | $5.1M | -8.64%(-4.32K) | $97.05(+19.91%) | 2026-03-31 | |
| BRES | EA SERIES TRUST | 2.66% | 194.2K | $4.5M | new | $23.22(+16.83%) | 2026-03-31 | |
| AZN | ASTRAZENECA PLC | 2.42% | 21.2K | $4.1M | +23.65%(+4.05K) | $171.94(+13.50%) | 2026-03-31 | |
| ADSK | AUTODESK INC | 1.94% | 14.0K | $3.3M | -1.26%(-179) | $290.81(-28.66%) | 2026-03-31 | |
| RWEM | ADVISORS INNER CIRCLE FD III | 1.9% | 107.3K | $3.2M | -2.72%(-3.01K) | $23.79(+45.10%) | 2026-03-31 | |
| RWLC | ADVISORS INNER CIRCLE FD III | 1.72% | 94.1K | $2.9M | +15.63%(+12.72K) | $32.99(+12.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.37% | +23.78% |
| Top 20 Holdings Unweighted | +8.73% | +28.53% |
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