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
AMGNAmgen Inc Com Recent Activity Decreased -31.99%	0.26%	$1.738M 5,386 shares@ $322.7 avg price	Decreased -31.99%
XOMExxon Mobil Corporation Com Recent Activity Decreased -14.34%	0.25%	$1.659M 14,325 shares@ $115.82 avg price	Decreased -14.34%
PNCPnc Financial Services Group Com Recent Activity Decreased -1.7%	0.25%	$1.657M 9,052 shares@ $183.07 avg price	Decreased -1.7%
IRMIron Mountain Inc Com Recent Activity Decreased -7.43%	0.24%	$1.606M 13,760 shares@ $116.74 avg price	Decreased -7.43%
AGGIshares Trust Core Us Aggbd Et Etf Recent Activity Decreased -13.52%	0.24%	$1.603M 15,795 shares@ $101.51 avg price	Decreased -13.52%
JNKSpdr Series Trust Bloomberg Brclys Etf Recent Activity Decreased -18.38%	0.24%	$1.569M 16,048 shares@ $97.8 avg price	Decreased -18.38%
FYXFirst Trust Portfolios Sml Cp Core Alpha Com Shs Etf Recent Activity Decreased -3.45%	0.23%	$1.52M 15,346 shares@ $99.08 avg price	Decreased -3.45%
RDVYFirst Tr Exchange Traded Fd Vi Risng Divd Achiv Etf Recent Activity Decreased -66.37%	0.21%	$1.4M 23,741 shares@ $58.96 avg price	Decreased -66.37%
CGDVCap Grp Dividend Value Etf Shs Creation Unit Etf Recent Activity Decreased -36.93%	0.2%	$1.354M 37,119 shares@ $36.48 avg price	Decreased -36.93%
SPTMSpdr Series Trust Portfoli S&p 1500 Comp Stk Etf Recent Activity Decreased -5%	0.19%	$1.229M 17,605 shares@ $69.8 avg price	Decreased -5%