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Laura Wajs

@Coppell Advisory Solutions Llc

Latest period2024 - Q3ReportedManaged Assets$679.695MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
QQQJInvesco Qqq Trust Unit Ser 1 Etf
Recent Activity
New Position
1.04%
$7.042M
14,467 shares@ $486.75 avg price
EVE.UVanguard Allwrld Ex Us Etf
Recent Activity
New Position
0.47%
$3.139M
49,521 shares@ $63.38 avg price
DANDana Inc
Recent Activity
New Position
0.3%
$1.979M
181,264 shares@ $10.93 avg price
ICSHIshares Ultra Short Term Bond
Recent Activity
New Position
0.21%
$1.399M
27,572 shares@ $50.75 avg price
METVMeta Platforms Inc - Class A
Recent Activity
New Position
0.19%
$1.267M
2,234 shares@ $567.36 avg price
SPGPInvesco Exchange Traded Fd Tr S&p 500 Garp Etf
Recent Activity
New Position
0.12%
$770,532
7,351 shares@ $104.83 avg price
BRNYBurney U.s. Factor Rotation Etf
Recent Activity
New Position
0.08%
$525,754
13,344 shares@ $39.41 avg price
WDTEDefiance S&p 500 Enh Opt 0dte Etf
Recent Activity
New Position
0.07%
$425,810
9,649 shares@ $44.13 avg price
SILASila Realty Trust Inc
Recent Activity
New Position
0.06%
$402,023
15,809 shares@ $25.44 avg price
AATAt&t Inc Com
Recent Activity
New Position
0.05%
$314,485
14,360 shares@ $21.91 avg price