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
BUFDFt Cboe Vest Fund Of Deep Buffer Etf Recent Activity Increased 36.65%	1.43%	$9.708M 388,320 shares@ $25.0 avg price	Increased 36.65%
FVDFirst Tst Value Li Shs Etf Recent Activity Increased 26.52%	1.23%	$8.349M 183,693 shares@ $45.45 avg price	Increased 26.52%
ACWXIshares Trust Msci Acwi Ex Us Etf Recent Activity Increased 9.55%	0.93%	$6.284M 109,181 shares@ $57.56 avg price	Increased 9.55%
TMUST-mobile Us Inc Com Recent Activity Increased 9072.95%	0.92%	$6.192M 30,179 shares@ $205.18 avg price	Increased 9072.95%
CSCOCisco Systems Inc Com Recent Activity Increased 2253.28%	0.86%	$5.827M 109,898 shares@ $53.03 avg price	Increased 2253.28%
TDIVFirst Tr Exchange Traded Fd Vi Nasd Tech Div Etf Recent Activity Increased 0.16%	0.82%	$5.561M 69,214 shares@ $80.35 avg price	Increased 0.16%
FDTFirst Trust Exchange-traded Al Dev Mrk Ex Us Etf Recent Activity Increased 0.01%	0.79%	$5.328M 91,596 shares@ $58.17 avg price	Increased 0.01%
ADBEAdobe Inc Com Recent Activity Increased 2580.43%	0.77%	$5.223M 10,132 shares@ $515.48 avg price	Increased 2580.43%
JPMJp Morgan Chase & Co Com Recent Activity Increased 3.61%	0.68%	$4.607M 21,886 shares@ $210.5 avg price	Increased 3.61%
AMZNAmazon Com Inc Com Recent Activity Increased 52.88%	0.68%	$4.571M 24,320 shares@ $187.97 avg price	Increased 52.88%