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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
PSEPInnovator S&p 500 Power Buffer Etf - September
Recent Activity
New Position
0.02%
$129,466
3,368 shares@ $38.45 avg price
AMRKMerck & Co Inc Com
Recent Activity
New Position
0.02%
$126,310
1,111 shares@ $113.7 avg price
TROXTronox Inc
Recent Activity
New Position
0.02%
$105,270
7,260 shares@ $14.5 avg price
NOVNational Oilwell Varco Inc Com
Recent Activity
New Position
0.02%
$97,350
6,092 shares@ $15.98 avg price
STBXProshares Short 7-10 Yr Treas
Recent Activity
New Position
0.02%
$79,650
2,831 shares@ $28.14 avg price
TROWPrice T Rowe Groups Com
Recent Activity
New Position
0.02%
$73,481
671 shares@ $109.51 avg price
DFAIDimensional Etf Trust - Dimensional International Core Equity Market Etf
Recent Activity
New Position
0.02%
$68,106
2,137 shares@ $31.87 avg price
IAUXIshares Gold Trust Ishares Etf
Recent Activity
New Position
0.01%
$66,620
1,330 shares@ $50.1 avg price
ALSNAllison Transmission Hldgs Inc Com
Recent Activity
New Position
0.01%
$55,102
571 shares@ $96.51 avg price
AGMGeneral Motors Co Com
Recent Activity
New Position
0.01%
$54,319
1,169 shares@ $46.47 avg price