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
FIXDFirst Tr Exchange Traded Fd Vi Tcw Opportunis Etf Recent Activity Increased 337.69%	6.94%	$47.118M 1.038M shares@ $45.41 avg price	Increased 337.69%
TSLATesla Inc Com Recent Activity Increased 5117.65%	4.4%	$29.884M 114,736 shares@ $260.47 avg price	Increased 5117.65%
KNGKingsmen Resources Ord Recent Activity Increased 1.97%	3.42%	$23.21M 427,287 shares@ $54.32 avg price	Increased 1.97%
WMTWalmart Inc Com Recent Activity Increased 1069.27%	3.25%	$22.038M 276,238 shares@ $79.79 avg price	Increased 1069.27%
ORCLOracle Corp Com Recent Activity Increased 4425.23%	3.11%	$21.128M 125,213 shares@ $168.75 avg price	Increased 4425.23%
UNHUnitedhealth Group Inc Com Recent Activity Increased 2430.77%	3.01%	$20.439M 35,127 shares@ $581.86 avg price	Increased 2430.77%
BILSpdr Series Trust Spdr Bloomberg Etf Recent Activity Increased 16.59%	2.69%	$18.23M 198,585 shares@ $91.81 avg price	Increased 16.59%
BUFRFirst Tr Exchange Traded Fd Vi Ft Cboe Vest U S Eq Bufer S Recent Activity Increased 2.22%	2.67%	$18.092M 606,514 shares@ $29.84 avg price	Increased 2.22%
SPYSpdr S&p 500 Etf Trust Recent Activity Increased 32.07%	1.6%	$10.843M 18,974 shares@ $571.47 avg price	Increased 32.07%
PFLDEtf Series Solutions Aam Lw Dur Pfd Etf Recent Activity Increased 18.99%	1.51%	$10.247M 481,975 shares@ $21.26 avg price	Increased 18.99%