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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
HELOJpmorgn Hedgd Eqty Lad
Recent Activity
Increased 9.95%
0.41%
$2.769M
45,431 shares@ $60.94 avg price
BRK.BBerkshire Hathaway Inc
Recent Activity
Increased 179.01%
0.41%
$2.753M
6,046 shares@ $455.3 avg price
CVXChevron Corporation Com
Recent Activity
Increased 10.91%
0.41%
$2.751M
18,911 shares@ $145.49 avg price
UPSUnited Parcel Service Inc Com Cl B
Recent Activity
Increased 7.14%
0.4%
$2.706M
20,158 shares@ $134.27 avg price
WFCWells Fargo & Company Com
Recent Activity
Increased 7.44%
0.4%
$2.681M
47,964 shares@ $55.91 avg price
BNDVanguard Total Bnd Mrkt Etf
Recent Activity
Increased 7.72%
0.4%
$2.66M
35,340 shares@ $75.28 avg price
LHXL3 Harris Technologies Inc Com
Recent Activity
Increased 3.46%
0.39%
$2.643M
11,249 shares@ $235.0 avg price
DDDupont De Nemours Inc Com
Recent Activity
Increased 3.06%
0.39%
$2.637M
29,454 shares@ $89.54 avg price
HONHoneywell International Inc
Recent Activity
Increased 2%
0.39%
$2.629M
12,662 shares@ $207.63 avg price
NVONovo Nordisk A S Adr Sponsored
Recent Activity
Increased 9.76%
0.38%
$2.574M
21,316 shares@ $120.77 avg price