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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
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$17,206
21 shares@ $819.34 avg price
UTHRUnited Therapeutics Corp Com
Recent Activity
Exited
0%
$17,202
54 shares@ $318.56 avg price
CLSMCabana Target Leading Sct Modrt Etf
Recent Activity
Exited
0%
$13,674
655 shares@ $20.88 avg price
DBXDropbox Inc Com Cl A
Recent Activity
Exited
0%
$13,100
583 shares@ $22.47 avg price
HIIHuntington Ingalls Industries Com
Recent Activity
Exited
0%
$12,316
50 shares@ $246.32 avg price
APOApollo Global Management Inc Com Cl A
Recent Activity
Exited
0%
$11,807
100 shares@ $118.07 avg price
0000⤦Plantx Life Inc
Recent Activity
Exited
0%
$11,303
270 shares@ $41.87 avg price
WELLWelltower Inc Com
Recent Activity
Exited
0%
$11,259
108 shares@ $104.25 avg price
SMDVProshares Russell 2000 Divid Growers
Recent Activity
Exited
0%
$9,878
159 shares@ $62.13 avg price
DPZDominos Pizza Inc Com
Recent Activity
Exited
0%
$9,294
18 shares@ $516.34 avg price