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
EQIXEquinix Inc Com Recent Activity Decreased -0.36%	0.18%	$1.201M 1,361 shares@ $882.69 avg price	Decreased -0.36%
FXGFirst Trust Exch Traded Fund 2 Consumr Staple Etf Recent Activity Decreased -5.22%	0.18%	$1.181M 17,326 shares@ $68.15 avg price	Decreased -5.22%
IWDIshares Trust Rus 1000 Val Etf Recent Activity Decreased -21.59%	0.17%	$1.096M 5,792 shares@ $189.3 avg price	Decreased -21.59%
FXDFirst Trust Exch Traded Fund 2 Consumr Discre Etf Recent Activity Decreased -48.8%	0.16%	$1.071M 16,812 shares@ $63.73 avg price	Decreased -48.8%
VIGVanguard Div App Etf Recent Activity Decreased -34.16%	0.16%	$1.037M 5,255 shares@ $197.28 avg price	Decreased -34.16%
FXOFirst Trust Exch Traded Fund 2 Finls Alphadex Etf Recent Activity Decreased -9.58%	0.15%	$1.001M 19,652 shares@ $50.97 avg price	Decreased -9.58%
SCHFSchwab Strategic Tr Intl Eqty Etf Recent Activity Decreased -11.38%	0.15%	$970,854 23,496 shares@ $41.32 avg price	Decreased -11.38%
RSPInvesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf Recent Activity Decreased -11.43%	0.15%	$963,359 5,384 shares@ $178.93 avg price	Decreased -11.43%
FXLFirst Trust Exch Traded Fund 2 Tech Alphadex Etf Recent Activity Decreased -13.41%	0.14%	$891,389 6,443 shares@ $138.35 avg price	Decreased -13.41%
IWFIshares Trust Rus 1000 Grw Etf Recent Activity Decreased -20.27%	0.13%	$860,851 2,304 shares@ $373.64 avg price	Decreased -20.27%