Laura Wajs

@Coppell Advisory Solutions Llc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$679.695M

Total holdings1877

Assets growth rate12.1%

Assets growth rate (2-Q avg)16.45%

Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Coppell Advisory Solutions Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1877 positions.

Assets under management

The assets under management (AUM) of Coppell Advisory Solutions Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 679.695M in assets, with a quarterly growth rate of 12.1% and a 2-quarter average growth rate of 16.45%. The portfolio is managed by Laura Wajs, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FTSMFirst Tr Exchange Traded Fd Iv First Tr Enh New Etf Recent Activity Decreased -0.29%	4.55%	$30.867M 513,209 shares@ $60.15 avg price	Decreased -0.29%
MSFTMicrosoft Corp Com Recent Activity Decreased -7.64%	1.11%	$7.487M 17,493 shares@ $428.03 avg price	Decreased -7.64%
AAPLApple Inc Com Recent Activity Decreased -77.44%	1.1%	$7.437M 32,647 shares@ $227.79 avg price	Decreased -77.44%
FTAFirst Trust Large Cap Value Al Com Shs Etf Recent Activity Decreased -0.86%	1.07%	$7.243M 91,794 shares@ $78.92 avg price	Decreased -0.86%
VOOVanguard S&p 500 Etf Shs Recent Activity Decreased -3.06%	1.02%	$6.92M 13,171 shares@ $525.39 avg price	Decreased -3.06%
FTCSFirst Trust Exchange-traded Fu Cap Strength Etf Recent Activity Decreased -1.31%	1.02%	$6.9M 76,159 shares@ $90.6 avg price	Decreased -1.31%
FEXFirst Trust Portfolios Lrge Cp Core Alpha Com Shs Etf Recent Activity Decreased -2.49%	0.96%	$6.501M 62,558 shares@ $103.92 avg price	Decreased -2.49%
IVVIshares Trust Core S&p500 Etf Recent Activity Decreased -2.32%	0.82%	$5.546M 9,661 shares@ $574.09 avg price	Decreased -2.32%
QQQInvesco Qqq Trust Unit Ser 1 Etf Recent Activity Decreased -62.1%	0.61%	$4.089M 8,401 shares@ $486.75 avg price	Decreased -62.1%
GILDGilead Sciences Inc Com Recent Activity Decreased -0.98%	0.47%	$3.144M 37,598 shares@ $83.62 avg price	Decreased -0.98%