test

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
ABTAbbot Laboratories
Recent Activity
Increased 3.38%
0.38%
$2.561M
22,776 shares@ $112.44 avg price
CMCSAComcast Corp Com Cl A
Recent Activity
Increased 1.95%
0.38%
$2.516M
60,422 shares@ $41.64 avg price
JEPQJp Morgan Etf Trust Nasdaq Equity Premium Incom
Recent Activity
Increased 19.56%
0.37%
$2.448M
44,679 shares@ $54.8 avg price
JNJJohnson & Johnson Com
Recent Activity
Increased 4.04%
0.36%
$2.441M
15,124 shares@ $161.4 avg price
FJPFirst Trust Exchange-traded Al Japan Alphadex Etf
Recent Activity
Increased 0.97%
0.35%
$2.348M
43,916 shares@ $53.48 avg price
ACNAccenture Plc Com
Recent Activity
Increased 0.45%
0.34%
$2.28M
6,521 shares@ $349.71 avg price
SHELShell Plc Adr Sponsored
Recent Activity
Increased 7.87%
0.33%
$2.218M
33,555 shares@ $66.12 avg price
GTGoodyear Tire & Rubber
Recent Activity
Increased 5877.46%
0.33%
$2.197M
250,515 shares@ $8.78 avg price
ORealty Income Corp Common Stk
Recent Activity
Increased 4.3%
0.33%
$2.192M
34,939 shares@ $62.74 avg price
ZHDGZega Buy And Hedge Etf
Recent Activity
Increased 13.7%
0.32%
$2.116M
103,697 shares@ $20.41 avg price