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
FDNFirst Trust Exchange-traded Fu Dj Internt Idx Etf Recent Activity Increased 1.97%	0.68%	$4.561M 21,559 shares@ $211.58 avg price	Increased 1.97%
SPLGSpdr Series Trust Portfolio S&p 500 Etf Recent Activity Increased 39.21%	0.67%	$4.552M 67,717 shares@ $67.23 avg price	Increased 39.21%
HDHome Depot Inc Com Recent Activity Increased 0.49%	0.57%	$3.829M 9,585 shares@ $399.52 avg price	Increased 0.49%
PGProcter & Gamble Co Com Recent Activity Increased 1.55%	0.55%	$3.685M 21,232 shares@ $173.56 avg price	Increased 1.55%
MCDMcdonalds Corporation Com Recent Activity Increased 34.86%	0.54%	$3.613M 11,897 shares@ $303.68 avg price	Increased 34.86%
JEPIJp Morgan Etf Trust Equity Premium Income Etf Recent Activity Increased 16.01%	0.47%	$3.154M 53,086 shares@ $59.41 avg price	Increased 16.01%
FEPFirst Trust Exchange-traded Al Europe Alphadex Etf Recent Activity Increased 3.18%	0.47%	$3.147M 79,901 shares@ $39.39 avg price	Increased 3.18%
QTECFirst Trust Portfolios Shs Etf Recent Activity Increased 54.34%	0.46%	$3.085M 16,063 shares@ $192.05 avg price	Increased 54.34%
MARMFt Vest Us Equity Max Buffer Etf Recent Activity Increased 15.86%	0.44%	$2.98M 97,885 shares@ $30.45 avg price	Increased 15.86%
FEMFirst Trust Exchange-traded Al Emerg Mkt Alph Etf Recent Activity Increased 5.17%	0.44%	$2.97M 123,094 shares@ $24.14 avg price	Increased 5.17%