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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
DOCPhysicians Realty Trust Com
Recent Activity
New Position
0.05%
$299,979
13,273 shares@ $22.61 avg price
EWIIshares Msci Italy Index
Recent Activity
New Position
0.04%
$249,576
6,328 shares@ $39.44 avg price
LQDAIshares Trust Iboxx Inv Cp Etf
Recent Activity
New Position
0.04%
$233,429
2,061 shares@ $113.27 avg price
FTNTFortinet Inc Com
Recent Activity
New Position
0.04%
$213,607
2,758 shares@ $77.45 avg price
GOFGuggenheim Strategic Opportuni Com Sbi
Recent Activity
New Position
0.03%
$202,930
13,000 shares@ $15.61 avg price
ALLYEli Lilly And Company Com
Recent Activity
New Position
0.03%
$196,625
224 shares@ $877.8 avg price
DWXSpdr S&p Intl Divd
Recent Activity
New Position
0.03%
$174,035
4,494 shares@ $38.73 avg price
AHRAmerican Healthcare Reit Reit
Recent Activity
New Position
0.03%
$162,388
6,217 shares@ $26.12 avg price
VUSBVanguard Bd Index Fds Vanguard Ultra Short Bond Etf
Recent Activity
New Position
0.03%
$152,608
3,054 shares@ $49.97 avg price
CLNEClean Energy Fuels Corporation Com
Recent Activity
New Position
0.02%
$131,198
42,322 shares@ $3.1 avg price