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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
BGBunge Limited Com
Recent Activity
Exited
0%
$1.479M
13,851 shares@ $106.77 avg price
8863⤦Defiance S&p 500 Enhanced Options Income Etf
Recent Activity
Exited
0%
$525,608
32,108 shares@ $16.38 avg price
DOCPhysicians Realty Trust Com
Recent Activity
Exited
0%
$228,229
11,644 shares@ $19.61 avg price
6525⤦Ishares Msci Singapore Index
Recent Activity
Exited
0%
$226,829
11,814 shares@ $19.21 avg price
8863⤦Tidal Trust Ii - Defiance Nasdaq 100 Enhanced Options Income Etf
Recent Activity
Exited
0%
$175,548
11,711 shares@ $15.0 avg price
IOOIshares Trust Global 100 Etf
Recent Activity
Exited
0%
$163,027
1,688 shares@ $96.58 avg price
IDVIshares Trust Intl Sel Div Etf
Recent Activity
Exited
0%
$148,643
5,372 shares@ $27.67 avg price
6653⤦Northern Lights Fund Trust Iv - R3 Global Dividend Growth Etf
Recent Activity
Exited
0%
$93,546
3,781 shares@ $24.75 avg price
CPBCampbell Soup Co Com
Recent Activity
Exited
0%
$91,103
2,016 shares@ $45.19 avg price
ISTBIshares Trust Core 1 5 Yr Usd Etf
Recent Activity
Exited
0%
$87,682
1,851 shares@ $47.38 avg price