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
SWKStanley Black & Decker Inc Com Recent Activity Exited	0%	$79,890 1,000 shares@ $79.89 avg price	Exited
FSMFortinet Inc Com Recent Activity Exited	0%	$73,409 1,218 shares@ $60.28 avg price	Exited
TDSBExchange Listed Funds Trust - Cabana Target Drawdown 7 Etf Recent Activity Exited	0%	$55,431 2,522 shares@ $21.98 avg price	Exited
HAINHain Celestial Group Inc Com Recent Activity Exited	0%	$47,796 6,917 shares@ $6.91 avg price	Exited
SUNSunoco Lp Com Ut Rep Lp Recent Activity Exited	0%	$36,745 650 shares@ $56.54 avg price	Exited
NTRSNorthern Trust Corp Com Recent Activity Exited	0%	$35,943 428 shares@ $83.98 avg price	Exited
LWLamb Weston Hldgs Inc Com Recent Activity Exited	0%	$33,632 400 shares@ $84.08 avg price	Exited
0636⤦Bank Of Montreal Microsectors Us Big Oil Ind Recent Activity Exited	0%	$33,504 67 shares@ $500.06 avg price	Exited
APHAmphenol Corp Com Cl A Recent Activity Exited	0%	$33,281 494 shares@ $67.38 avg price	Exited
0214⤦First Majestic Silver Corp Recent Activity Exited	0%	$31,650 5,000 shares@ $6.33 avg price	Exited