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
NVDANvidia Corp Com Recent Activity Decreased -89.74%	0.46%	$3.123M 25,727 shares@ $121.41 avg price	Decreased -89.74%
FXHFirst Trust Exch Traded Fund 2 Hlth Care Alph Etf Recent Activity Decreased -13.51%	0.46%	$3.123M 28,021 shares@ $111.45 avg price	Decreased -13.51%
VVVanguard Large Cap Etf Recent Activity Decreased -0.78%	0.46%	$3.071M 11,718 shares@ $262.12 avg price	Decreased -0.78%
FTSLFirst Tr Exchange Traded Fd Iv Senior Ln Fd Etf Recent Activity Decreased -12.7%	0.45%	$3.047M 66,382 shares@ $45.91 avg price	Decreased -12.7%
COSTCostco Wholesale Corp Com Recent Activity Decreased -11.03%	0.45%	$3.034M 3,426 shares@ $885.56 avg price	Decreased -11.03%
FLTRVaneck Vectors Etf Trust Invt Grade Fltg Etf Recent Activity Decreased -13.61%	0.44%	$2.945M 115,669 shares@ $25.47 avg price	Decreased -13.61%
SPYGSpdr Series Trust Prtflo S&p500 Gw Etf Recent Activity Decreased -3.01%	0.44%	$2.925M 35,456 shares@ $82.5 avg price	Decreased -3.01%
SHVIshares Trust Short Treas Bd Etf Recent Activity Decreased -16.87%	0.43%	$2.893M 26,154 shares@ $110.63 avg price	Decreased -16.87%
MINTPimco Etf Trust Enhan Shrt Ma Ac Etf Recent Activity Decreased -13.07%	0.4%	$2.658M 26,403 shares@ $100.67 avg price	Decreased -13.07%
FXRFirst Trust Exch Traded Fund 2 Indls Prod Dur Etf Recent Activity Decreased -10.88%	0.32%	$2.171M 28,664 shares@ $75.75 avg price	Decreased -10.88%