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
EVRGEvergy Inc Com Recent Activity Decreased -0.55%	0.12%	$814,836 13,155 shares@ $61.95 avg price	Decreased -0.55%
XLCSelect Sector Spdr Trust Communication Etf Recent Activity Decreased -18.86%	0.12%	$800,819 8,897 shares@ $90.02 avg price	Decreased -18.86%
SPMOInvesco Exchange Traded Fund T S&p 500 Momntm Etf Recent Activity Decreased -56.37%	0.12%	$798,425 8,838 shares@ $90.35 avg price	Decreased -56.37%
LSATTwo Roads Shared Trust - Leadershares Alphafactor Tactical Focused Etf Recent Activity Decreased -3.33%	0.12%	$766,670 18,396 shares@ $41.68 avg price	Decreased -3.33%
VEUVanguard Allwrld Ex Us Etf Recent Activity Decreased -81.99%	0.12%	$760,805 12,004 shares@ $63.38 avg price	Decreased -81.99%
SPEMSpdr Index Shares Funds Portfolio Emg Mk Etf Recent Activity Decreased -0.34%	0.11%	$734,573 17,633 shares@ $41.66 avg price	Decreased -0.34%
GOOGAlphabet Inc Com Cl C Recent Activity Decreased -97.88%	0.11%	$684,187 4,139 shares@ $165.31 avg price	Decreased -97.88%
PECOPhillips Edison & Co Com Stock Recent Activity Decreased -3.68%	0.1%	$671,462 18,021 shares@ $37.26 avg price	Decreased -3.68%
GOVTIshares Trust Us Treas Bd Etf Recent Activity Decreased -2.33%	0.1%	$644,730 27,424 shares@ $23.51 avg price	Decreased -2.33%
ROKRockwell Automation Inc Com Recent Activity Decreased -2.29%	0.1%	$620,733 2,294 shares@ $270.59 avg price	Decreased -2.29%