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Copia Wealth Management

Latest statistics and disclosures from Copia Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are BUXX, SPLG, TBIL, GLD, XBIL, and represent 21.54% of Copia Wealth Management's stock portfolio.
Added to shares of these 10 stocks: CLOX, CLOZ, BUXX, Pattern Group, VTWO, IBIT, EWA, COWG, LQD, FTGC.
Started 26 new stock positions in TOKE, MDT, FDX, CSCO, Pattern Group, INTC, SAP, PFE, SBUX, ABT.
Reduced shares in these 10 stocks: TBIL, XBIL, EWG, INDA, CALF, VUG, SOXL, XLU, AVGO, IAK.
Sold out of its positions in ANSS, CHX, DDOG, FXG, FTV, DAX, AAAU, EWK, EWP, EWZS. INDY, USHY, PSA, RAL, SJNK, URNJ, TXT, CPER, MOO.
Copia Wealth Management was a net buyer of stock by $8.3M.
Copia Wealth Management has $135M in assets under management (AUM), dropping by 13.51%.
Central Index Key (CIK): 0002058771

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Portfolio Holdings for Copia Wealth Management

Copia Wealth Management holds 473 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Strive Enhanced Income Short Maturity Etf Etf (BUXX)	5.4	$7.2M	+8%	357k	20.28	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	5.0	$6.7M	+2%	85k	78.34	View chart
Us Treasury 3 Month Bill Etf Etf (TBIL)	4.4	$5.9M	-5%	118k	50.00	View chart
Spdr Gold Shares Etf (GLD)	3.6	$4.9M		14k	355.47	View chart
Us Treasury 6 Month Bill Etf Etf (XBIL)	3.2	$4.3M	-4%	87k	50.20	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	3.1	$4.2M		73k	57.47	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	3.0	$4.1M		74k	55.33	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	2.7	$3.7M	+2%	36k	103.36	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	2.6	$3.5M		62k	57.52	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	2.6	$3.5M	+2%	52k	67.51	View chart
Ishares Msci Eafe Etf Etf (EFA)	2.5	$3.4M	+5%	36k	93.37	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	2.5	$3.4M	+8%	34k	97.82	View chart
Eldridge Aaa Clo Etf Etf (CLOX)	2.3	$3.1M	+74%	123k	25.57	View chart
Simplify Health Care Etf Etf (PINK)	2.0	$2.7M	+2%	86k	31.71	View chart
Pacer Us Small Cap Cash Cows Etf Etf (CALF)	1.9	$2.5M	-2%	57k	43.78	View chart
Ark Next Generation Internet Etf Etf (ARKW)	1.7	$2.3M		13k	174.61	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	1.7	$2.3M	+7%	25k	94.31	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	1.6	$2.1M	+13%	32k	65.00	View chart
Eldridge Bbb-b Clo Etf Etf (CLOZ)	1.4	$1.9M	+147%	72k	26.82	View chart
Vaneck Semiconductor Etf Etf (SMH)	1.3	$1.8M		5.5k	326.36	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	1.3	$1.7M	+12%	16k	111.47	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.2	$1.6M		2.3k	669.30	View chart
Apple Stock (AAPL)	1.2	$1.6M	+11%	6.1k	254.63	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	1.1	$1.5M	+9%	12k	125.95	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	1.1	$1.5M	+5%	11k	135.65	View chart
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)	1.1	$1.5M	+15%	41k	36.30	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	1.1	$1.4M		27k	52.82	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	1.0	$1.4M		16k	89.77	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	1.0	$1.3M		32k	42.13	View chart
Microsoft Corp Stock (MSFT)	0.9	$1.2M	+15%	2.4k	517.95	View chart
Amazon Stock (AMZN)	0.9	$1.2M	+3%	5.3k	219.57	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.8	$1.1M		15k	76.45	View chart
Vanguard Value Etf Etf (VTV)	0.8	$1.1M		5.9k	186.49	View chart
Ishares Msci India Etf Etf (INDA)	0.8	$1.0M	-9%	20k	52.06	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	0.7	$997k	-2%	7.8k	128.03	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.7	$901k		2.8k	320.04	View chart
Purecycle Technologies Stock (PCT)	0.6	$842k	+8%	64k	13.15	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.6	$839k		7.4k	113.88	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.6	$822k		9.8k	83.53	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.6	$802k	+5%	15k	53.87	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.6	$791k		9.7k	81.19	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.6	$752k	+3%	3.1k	241.96	View chart
Costco Whsl Corp Stock (COST)	0.5	$731k	+8%	790.00	925.63	View chart
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	0.5	$697k	+24%	16k	44.70	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.5	$680k	+5%	8.9k	76.40	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.5	$660k	+3%	3.8k	174.58	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.4	$565k	+51%	22k	25.90	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.4	$555k	+5%	2.7k	208.71	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.4	$553k		5.0k	111.56	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.4	$552k	+26%	6.4k	86.80	View chart
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ)	0.4	$552k	+20%	11k	48.30	View chart
Vanguard Mid-cap Etf Etf (VO)	0.4	$540k		1.8k	293.74	View chart
Ishares Msci Australia Etf Etf (EWA)	0.4	$536k	+83%	20k	27.00	View chart
Ishares Silver Trust Etf (SLV)	0.4	$534k	+18%	13k	42.37	View chart
Ishares Jpx-nikkei 400 Etf Etf (JPXN)	0.4	$513k		6.0k	85.23	View chart
Grayscale Ethereum Mini Trust Etf Etf (ETH)	0.4	$490k	+10%	13k	39.18	View chart
Vaneck Pharmaceutical Etf Etf (PPH)	0.4	$482k		5.3k	90.36	View chart
Ishares Gold Trust Etf (IAU)	0.3	$463k	-3%	6.4k	72.77	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.3	$463k	-3%	5.8k	79.80	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.3	$462k	+62%	11k	43.30	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.3	$461k	-4%	9.1k	50.59	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.3	$454k		8.9k	50.75	View chart
Tesla Stock (TSLA)	0.3	$444k	+15%	998.00	444.72	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.3	$433k		5.0k	87.31	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$432k	-13%	900.00	479.77	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$425k	-2%	907.00	468.41	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.3	$424k		1.4k	293.79	View chart
Invesco Fundamental Investment Grade Corporate Bond Etf Etf (PFIG)	0.3	$415k		17k	24.24	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.3	$410k		1.5k	281.86	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.3	$409k	+7%	1.4k	297.62	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.3	$401k	-2%	5.9k	67.83	View chart
Pacer Data & Infrastructure Real Estate Etf Etf (SRVR)	0.3	$385k	+3%	12k	31.68	View chart
Oracle Corp Stock (ORCL)	0.3	$383k		1.4k	281.20	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$366k	+9%	610.00	600.37	View chart
Ishares Latin America 40 Etf Etf (ILF)	0.3	$362k		13k	28.89	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.3	$357k	+31%	4.0k	89.34	View chart
Nike Inc Cl B Stock (NKE)	0.3	$351k	+7%	5.0k	69.73	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.2	$332k	+16%	2.8k	118.83	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.2	$324k	-6%	806.00	402.42	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$309k	-4%	2.2k	140.95	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$308k		1.5k	206.51	View chart
Pattern Group Inc Com Ser A Stock	0.2	$294k	NEW	21k	13.70	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$292k	+85%	1.2k	243.10	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	0.2	$273k	+59%	8.6k	31.51	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$273k	+101%	371.00	734.38	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.2	$269k	-4%	5.4k	49.45	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$240k	+45%	477.00	502.74	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.2	$237k	-4%	3.0k	80.21	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$219k	-2%	357.00	613.10	View chart
Palo Alto Networks Stock (PANW)	0.2	$218k	+10%	1.1k	203.62	View chart
Southern Stock (SO)	0.2	$218k	+4%	2.3k	94.76	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$207k		959.00	215.79	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.2	$206k	-7%	2.5k	82.96	View chart
Ishares Msci Germany Etf Etf (EWG)	0.1	$200k	-35%	4.8k	41.61	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$198k	-7%	603.00	328.17	View chart
Global X Defense Tech Etf Etf (SHLD)	0.1	$195k	+100%	2.8k	70.24	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$185k	-13%	909.00	203.59	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$184k	-4%	502.00	365.48	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.1	$182k	-21%	2.1k	87.21	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$182k	-7%	1.3k	137.80	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$179k	+66%	568.00	315.43	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$174k	-6%	4.1k	42.79	View chart
Grayscale Ethereum Trust Etf Etf (ETHE)	0.1	$172k	+4%	5.0k	34.27	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.1	$171k	+51%	3.2k	53.40	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.1	$170k		3.8k	44.19	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$169k		957.00	176.81	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$165k	-6%	2.0k	80.65	View chart
Broadcom Stock (AVGO)	0.1	$164k	-19%	498.00	329.77	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$162k	-4%	3.5k	46.81	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.1	$161k	+29%	1.4k	115.01	View chart
Sofi Technologies Stock (SOFI)	0.1	$161k	+9%	6.1k	26.42	View chart
Global X Uranium Etf Etf (URA)	0.1	$156k		3.3k	47.67	View chart
Global X Silver Miners Etf Etf (SIL)	0.1	$153k		2.1k	71.63	View chart
Ishares U.s. Insurance Etf Etf (IAK)	0.1	$153k	-18%	1.1k	134.03	View chart
Deere & Co Stock (DE)	0.1	$150k		329.00	457.26	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.1	$146k		1.5k	96.46	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.1	$146k		636.00	229.61	View chart
Philip Morris Intl Stock (PM)	0.1	$142k		878.00	162.20	View chart
Ishares Msci Japan Value Etf Etf (EWJV)	0.1	$142k	+5%	3.6k	39.05	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.1	$140k	-5%	2.8k	50.63	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$139k		1.3k	110.59	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$138k		969.00	142.41	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$134k		2.1k	65.26	View chart
Duke Energy Corp Stock (DUK)	0.1	$126k		1.0k	123.75	View chart
Capital One Finl Corp Stock (COF)	0.1	$122k	+11%	575.00	212.58	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$122k	-7%	1.2k	104.51	View chart
Marathon Pete Corp Stock (MPC)	0.1	$121k		630.00	192.74	View chart
Nvidia Corporation Stock (NVDA)	0.1	$120k	+37%	645.00	186.59	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$120k	+14%	655.00	182.42	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$115k		1.3k	89.37	View chart
Ishares Msci Brazil Etf Etf (EWZ)	0.1	$111k	+5%	3.6k	31.00	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$110k		4.0k	27.30	View chart
Oklo Inc Com Cl A Stock (OKLO)	0.1	$105k	-12%	937.00	111.63	View chart
Ark Innovation Etf Etf (ARKK)	0.1	$102k		1.2k	86.30	View chart
Procter And Gamble Stock (PG)	0.1	$99k	+58%	642.00	153.65	View chart
Chevron Corp Stock (CVX)	0.1	$95k	+11%	610.00	155.29	View chart
Lowes Cos Stock (LOW)	0.1	$94k	NEW	375.00	251.31	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$94k		385.00	243.55	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.1	$93k		1.2k	76.72	View chart
Itron Stock (ITRI)	0.1	$92k	NEW	741.00	124.56	View chart
Invesco Db Precious Metals Fund Etf (DBP)	0.1	$92k		1.0k	88.93	View chart
Kraneshares Quadratic Interest Rate Volatility And Inflation Hedge Etf Etf (IVOL)	0.1	$92k	+360%	4.8k	19.28	View chart
Grainger W W Stock (GWW)	0.1	$86k	+900%	90.00	952.96	View chart
Pacer Emerging Markets Cash Cows 100 Etf Etf (ECOW)	0.1	$86k		3.5k	24.44	View chart
Amgen Stock (AMGN)	0.1	$85k	+137%	302.00	282.20	View chart
Abbvie Stock (ABBV)	0.1	$85k	+240%	368.00	231.54	View chart
Aflac Stock (AFL)	0.1	$85k	+289%	759.00	111.70	View chart
Ark Fintech Innovation Etf Etf (ARKF)	0.1	$85k	-4%	1.5k	56.80	View chart
Dutch Bros Inc Cl A Stock (BROS)	0.1	$84k		1.6k	52.34	View chart
Home Depot Stock (HD)	0.1	$83k	+69%	205.00	405.19	View chart
Unitedhealth Group Stock (UNH)	0.1	$83k	+189%	240.00	345.30	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$82k	+4%	1.2k	71.37	View chart
Automatic Data Processing Stock (ADP)	0.1	$79k	+68%	270.00	293.50	View chart
Invesco Investment Grade Defensive Etf Etf (IIGD)	0.1	$79k		3.2k	24.82	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$79k	+45%	118.00	666.18	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$74k	-13%	1.9k	38.57	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$73k	-11%	220.00	332.84	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.1	$73k		1.2k	58.72	View chart
Netflix Stock (NFLX)	0.1	$73k	+45%	61.00	1198.92	View chart
Digital Rlty Tr Reit (DLR)	0.1	$72k	+10%	414.00	172.88	View chart
Altria Group Stock (MO)	0.1	$70k		1.1k	66.06	View chart
Centrus Energy Corp Cl A Stock (LEU)	0.1	$70k		225.00	310.07	View chart
Illinois Tool Wks Stock (ITW)	0.1	$68k	+3600%	259.00	260.76	View chart
Amplify Blockchain Technology Etf Etf (BLOK)	0.1	$67k	+42%	1.0k	67.04	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$67k		978.00	68.08	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$66k		450.00	145.65	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$65k		1.1k	59.92	View chart
Direxion Daily Small Cap Bull 3x Shares Etf (TNA)	0.0	$64k	-4%	1.4k	45.24	View chart
Cameco Corp Stock (CCJ)	0.0	$63k		755.00	83.86	View chart
Xtrackers Short Duration High Yield Bond Etf Etf (SHYL)	0.0	$63k		1.4k	45.43	View chart
Ishares Msci China Etf Etf (MCHI)	0.0	$63k	+13%	952.00	65.85	View chart
Electronic Arts Stock (EA)	0.0	$62k	+11%	308.00	201.70	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$61k		1.9k	31.91	View chart
Cisco Sys Stock (CSCO)	0.0	$60k	NEW	875.00	68.42	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$60k		651.00	91.75	View chart
Spdr S&p Global Infrastructure Etf Etf (GII)	0.0	$59k	+17%	854.00	69.59	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$59k		1.9k	31.38	View chart
Welltower Reit (WELL)	0.0	$59k		333.00	178.14	View chart
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$58k	+17%	442.00	132.20	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.0	$58k		1.5k	39.62	View chart
Analog Devices Stock (ADI)	0.0	$58k	+883%	236.00	245.67	View chart
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)	0.0	$58k		1.6k	36.42	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$57k		204.00	279.84	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$56k		468.00	120.50	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$56k		584.00	96.55	View chart
Quanta Svcs Stock (PWR)	0.0	$56k	+101%	135.00	414.42	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$55k	+92%	357.00	154.23	View chart
Eos Energy Enterprises Inc Com Cl A Stock (EOSE)	0.0	$55k	+54%	4.8k	11.39	View chart
Johnson & Johnson Stock (JNJ)	0.0	$55k	+880%	294.00	185.42	View chart
Emerson Elec Stock (EMR)	0.0	$52k	+373%	393.00	131.18	View chart
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.0	$50k		1.1k	44.01	View chart
Phillips 66 Stock (PSX)	0.0	$49k	+16%	363.00	136.02	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$49k		233.00	209.26	View chart
Honeywell Intl Stock (HON)	0.0	$47k		224.00	210.50	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$46k	-21%	584.00	78.37	View chart
Invesco Building & Construction Etf Etf (PKB)	0.0	$46k	NEW	478.00	95.60	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$46k	+35%	514.00	88.65	View chart
Ge Aerospace Stock (GE)	0.0	$45k	+19%	151.00	300.82	View chart
Snowflake Stock (SNOW)	0.0	$45k	+110%	198.00	225.55	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$44k	-39%	117.00	378.94	View chart
Nextera Energy Stock (NEE)	0.0	$44k	+15%	584.00	75.49	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$44k	+335%	231.00	189.70	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$42k		300.00	139.67	View chart
L3harris Technologies Stock (LHX)	0.0	$42k	+1842%	136.00	305.41	View chart
International Business Machs Stock (IBM)	0.0	$41k	+7%	144.00	282.16	View chart
Stryker Corporation Stock (SYK)	0.0	$40k	+181%	107.00	369.67	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$39k		743.00	53.03	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$39k		593.00	65.92	View chart
Rocket Lab Corp Stock (RKLB)	0.0	$39k	+5%	803.00	47.91	View chart
Cencora Stock (COR)	0.0	$38k	+505%	121.00	312.53	View chart
Disney Walt Stock (DIS)	0.0	$38k	+3%	329.00	114.50	View chart
Abbott Labs Stock (ABT)	0.0	$38k	NEW	280.00	133.94	View chart
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)	0.0	$37k		299.00	125.01	View chart
Defiance Quantum Etf Etf (QTUM)	0.0	$36k	+1016%	346.00	104.91	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$36k		300.00	120.72	View chart
Simplify Interest Rate Hedge Etf Etf (PFIX)	0.0	$36k	-44%	745.00	48.17	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$35k		1.1k	31.27	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$35k		530.00	65.01	View chart
Targa Res Corp Stock (TRGP)	0.0	$34k		205.00	167.54	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$34k		564.00	60.08	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$33k		331.00	100.25	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$33k	NEW	133.00	246.60	View chart
Mcdonalds Corp Stock (MCD)	0.0	$32k		106.00	303.89	View chart
Proshares Bitcoin Etf Etf (BITO)	0.0	$32k		1.6k	19.68	View chart
Ally Finl Stock (ALLY)	0.0	$32k	+8%	811.00	39.20	View chart
Enovix Corporation Stock (ENVX)	0.0	$31k	+23%	3.1k	9.97	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$31k	-23%	160.00	194.50	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$31k		146.00	209.34	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$30k		327.00	91.42	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$30k		240.00	123.75	View chart
Texas Instrs Stock (TXN)	0.0	$30k		161.00	183.73	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$29k	-24%	626.00	46.93	View chart
Affirm Hldgs Inc Com Cl A Stock (AFRM)	0.0	$29k		402.00	73.08	View chart
Walmart Stock (WMT)	0.0	$29k		281.00	103.06	View chart
Williams Cos Stock (WMB)	0.0	$29k		456.00	63.35	View chart
Spdr S&p Semiconductor Etf Etf (XSD)	0.0	$29k		90.00	319.12	View chart
Colgate Palmolive Stock (CL)	0.0	$29k	NEW	359.00	79.94	View chart
Sap Se Adr (SAP)	0.0	$28k	NEW	106.00	267.21	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$28k		605.00	46.32	View chart
Spdr S&p International Small Cap Etf Etf (GWX)	0.0	$28k		696.00	40.18	View chart
Intuit Stock (INTU)	0.0	$27k		40.00	682.90	View chart
Davita Stock (DVA)	0.0	$27k		202.00	132.87	View chart
Spdr S&p Homebuilders Etf Etf (XHB)	0.0	$27k		240.00	110.80	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.0	$27k		210.00	125.95	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$26k	-11%	96.00	271.12	View chart
Spdr Euro Stoxx 50 Etf Etf (FEZ)	0.0	$26k		419.00	62.12	View chart
Eli Lilly & Co Stock (LLY)	0.0	$26k		34.00	763.00	View chart
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.0	$26k		310.00	83.41	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.0	$26k		288.00	89.57	View chart
RH Stock (RH)	0.0	$26k	-23%	126.00	203.16	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$25k		34.00	746.62	View chart
Hims & Hers Health Inc Com Cl A Stock (HIMS)	0.0	$25k	+50%	438.00	56.72	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$25k	+71%	139.00	178.73	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$25k		268.00	91.56	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$24k	-7%	49.00	490.39	View chart
Invesco Energy Exploration & Production Etf Etf (PXE)	0.0	$24k	+21%	802.00	29.39	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$23k		202.00	111.22	View chart
General Dynamics Corp Stock (GD)	0.0	$22k		63.00	341.00	View chart
Servicenow Stock (NOW)	0.0	$21k		23.00	920.26	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$21k		205.00	103.07	View chart
First Trust Technology Alphadex Fund Etf (FXL)	0.0	$21k		125.00	167.99	View chart
Novartis Adr (NVS)	0.0	$21k		160.00	128.24	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$20k	+15%	376.00	54.18	View chart
Ameriprise Finl Stock (AMP)	0.0	$20k		40.00	491.25	View chart
Ge Vernova Stock (GEV)	0.0	$19k		31.00	614.90	View chart
Vaneck Bitcoin Etf Etf (HODL)	0.0	$18k	+11%	569.00	32.37	View chart
Nebius Group N.v. Shs Class A Stock (NBIS)	0.0	$18k	+73%	163.00	112.27	View chart
Invesco S&p Smallcap Energy Etf Etf (PSCE)	0.0	$18k	-25%	428.00	42.62	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$18k	+62%	65.00	279.29	View chart
Caterpillar Stock (CAT)	0.0	$18k		38.00	475.87	View chart
Pepsico Stock (PEP)	0.0	$18k	+162%	126.00	140.44	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.0	$18k		155.00	113.62	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.0	$17k		172.00	99.45	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$17k		50.00	337.50	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.0	$17k		139.00	121.06	View chart
Spotify Technology S A Stock (SPOT)	0.0	$17k		24.00	698.00	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$16k		133.00	119.51	View chart
A2z Cust2mate Solutions Corp Stock (AZ)	0.0	$16k	NEW	2.0k	7.99	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$16k		163.00	95.14	View chart
Starbucks Corp Stock (SBUX)	0.0	$15k	NEW	182.00	84.60	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$15k		164.00	92.98	View chart
Adobe Stock (ADBE)	0.0	$15k	+86%	43.00	352.74	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$15k		190.00	78.91	View chart
Caci Intl Inc Cl A Stock (CACI)	0.0	$15k		30.00	498.77	View chart
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL)	0.0	$14k		167.00	85.34	View chart
Vanguard Communication Services Etf Etf (VOX)	0.0	$14k		75.00	187.73	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.0	$14k	+176%	285.00	49.39	View chart
Ecolab Stock (ECL)	0.0	$14k	NEW	51.00	273.86	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.0	$14k		318.00	43.41	View chart
Visa Inc Com Cl A Stock (V)	0.0	$14k		40.00	341.38	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$14k		14.00	968.07	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$14k		107.00	125.86	View chart
Assurant Stock (AIZ)	0.0	$13k		62.00	216.60	View chart
Ishares Msci India Small Cap Etf Etf (SMIN)	0.0	$13k	-23%	186.00	71.72	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$13k		44.00	296.30	View chart
Spdr Russell 1000 Yield Focus Etf Etf (ONEY)	0.0	$13k		114.00	113.16	View chart
Chubb Stock (CB)	0.0	$13k		45.00	282.24	View chart
Aegon Ltd Amer Reg 1 Cert Adr (AEG)	0.0	$13k		1.6k	7.99	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$13k		62.00	201.53	View chart
Vaneck Junior Gold Miners Etf Etf (GDXJ)	0.0	$12k		125.00	99.03	View chart
Ishares Msci Global Gold Miners Etf Etf (RING)	0.0	$12k	-27%	185.00	64.71	View chart
Intel Corp Stock (INTC)	0.0	$12k	NEW	350.00	33.55	View chart
Qualcomm Stock (QCOM)	0.0	$12k		70.00	166.36	View chart
Tjx Cos Stock (TJX)	0.0	$12k		80.00	144.54	View chart
Parker-hannifin Corp Stock (PH)	0.0	$11k		15.00	758.13	View chart
Spx Technologies Stock (SPXC)	0.0	$11k		60.00	186.78	View chart
Twilio Inc Cl A Stock (TWLO)	0.0	$11k		109.00	100.09	View chart
Ishares Global 100 Etf Etf (IOO)	0.0	$11k		88.00	120.01	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$11k		21.00	499.19	View chart
Xylem Stock (XYL)	0.0	$10k		70.00	147.50	View chart
Applied Matls Stock (AMAT)	0.0	$10k		50.00	204.74	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$10k	+15%	102.00	99.81	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$10k		164.00	61.94	View chart
Pacer Industrial Real Estate Etf Etf (INDS)	0.0	$10k		272.00	37.21	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$9.7k		20.00	485.00	View chart
Linde Stock (LIN)	0.0	$9.5k		20.00	475.00	View chart
Mckesson Corp Stock (MCK)	0.0	$9.4k		12.00	783.42	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.0	$9.4k		188.00	49.83	View chart
Mercadolibre Stock (MELI)	0.0	$9.3k		4.00	2337.00	View chart
Merck & Co Stock (MRK)	0.0	$9.3k	-51%	111.00	83.93	View chart
S&p Global Stock (SPGI)	0.0	$9.2k		19.00	486.68	View chart
Hecla Mng Stock (HL)	0.0	$9.1k		754.00	12.10	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$9.0k		64.00	140.05	View chart
Fidelity Msci Communication Services Index Etf Etf (FCOM)	0.0	$8.9k		125.00	70.97	View chart
Newmont Corp Stock (NEM)	0.0	$8.9k		105.00	84.31	View chart
Bed Bath & Beyond Stock (BBBY)	0.0	$8.8k	+5%	899.00	9.79	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$8.8k	-7%	106.00	82.58	View chart
Independence Rlty Tr Reit (IRT)	0.0	$8.5k		520.00	16.39	View chart
Reliance Stock (RS)	0.0	$8.2k		29.00	282.10	View chart
Blackrock Stock (BLK)	0.0	$8.2k		7.00	1165.86	View chart
Hubspot Stock (HUBS)	0.0	$8.0k	+21%	17.00	467.82	View chart
Autodesk Stock (ADSK)	0.0	$7.9k		25.00	317.68	View chart
Spdr Dow Jones Reit Etf Etf (RWR)	0.0	$7.9k		79.00	100.29	View chart
Edison Intl Stock (EIX)	0.0	$7.9k		143.00	55.28	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	0.0	$7.8k		130.00	60.26	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$7.7k		164.00	46.71	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.0	$7.6k	-43%	100.00	76.01	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$7.3k	+91%	195.00	37.40	View chart
Kraneshares Csi China Internet Etf Etf (KWEB)	0.0	$7.3k		173.00	42.01	View chart
The Cigna Group Stock (CI)	0.0	$7.2k		25.00	288.24	View chart
Fedex Corp Stock (FDX)	0.0	$6.8k	NEW	29.00	235.79	View chart
Conocophillips Stock (COP)	0.0	$6.6k		70.00	94.59	View chart
Synopsys Stock (SNPS)	0.0	$6.4k	+18%	13.00	493.38	View chart
Target Corp Stock (TGT)	0.0	$6.4k	NEW	71.00	89.70	View chart
Itt Stock (ITT)	0.0	$6.3k		35.00	178.77	View chart
First Trust Nasdaq Clean Edge Green Energy Index Fund Etf (QCLN)	0.0	$6.1k		146.00	41.96	View chart
Knife River Corp Stock (KNF)	0.0	$6.1k		79.00	76.87	View chart
Synchrony Financial Stock (SYF)	0.0	$5.8k	NEW	82.00	71.05	View chart
Murphy Usa Stock (MUSA)	0.0	$5.8k		15.00	388.27	View chart
Procure Space Etf Etf (UFO)	0.0	$5.7k	+2%	160.00	35.67	View chart
Everus Constr Group Stock (ECG)	0.0	$5.6k		65.00	85.75	View chart
Essential Utils Stock (WTRG)	0.0	$5.5k		138.00	39.90	View chart
Teck Resources Ltd Cl B Stock (TECK)	0.0	$5.5k		125.00	43.89	View chart
Invesco S&p Smallcap Industrials Etf Etf (PSCI)	0.0	$5.4k		36.00	149.44	View chart
Direxion Daily Semiconductor Bull 3x Shares Etf (SOXL)	0.0	$5.4k	-92%	154.00	34.84	View chart
Ishares Bloomberg Roll Select Commodity Strategy Etf Etf (CMDY)	0.0	$5.1k		97.00	52.60	View chart
Verizon Communications Stock (VZ)	0.0	$5.0k		114.00	43.95	View chart
Paychex Stock (PAYX)	0.0	$4.9k		39.00	126.77	View chart
Expedia Group Stock (EXPE)	0.0	$4.9k		23.00	213.74	View chart
American Tower Corp Reit (AMT)	0.0	$4.8k		25.00	192.32	View chart
Portland Gen Elec Stock (POR)	0.0	$4.8k		108.00	44.00	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$4.7k		120.00	39.22	View chart
Mdu Res Group Stock (MDU)	0.0	$4.6k		260.00	17.81	View chart
Unity Software Stock (U)	0.0	$4.4k		110.00	40.04	View chart
Autonation Stock (AN)	0.0	$4.4k	-50%	20.00	218.75	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$4.3k		42.00	101.93	View chart
Spdr S&p Health Care Equipment Etf Etf (XHE)	0.0	$4.3k		54.00	78.76	View chart
Pfizer Stock (PFE)	0.0	$4.2k	NEW	165.00	25.48	View chart
Alpha Metallurgical Resour Stock (AMR)	0.0	$4.1k		25.00	164.08	View chart
Salesforce Stock (CRM)	0.0	$4.0k		17.00	237.00	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$4.0k		42.00	95.14	View chart
Fidelity Ethereum Fund Etf Etf (FETH)	0.0	$4.0k	NEW	96.00	41.55	View chart
Vaneck Video Gaming And Esports Etf Etf (ESPO)	0.0	$3.9k	NEW	32.00	121.22	View chart
Stride Stock (LRN)	0.0	$3.9k		26.00	148.92	View chart
Dover Corp Stock (DOV)	0.0	$3.8k		23.00	166.83	View chart
Playboy Stock (PLBY)	0.0	$3.8k	-21%	2.6k	1.47	View chart
Monster Beverage Corp Stock (MNST)	0.0	$3.7k	-50%	55.00	67.31	View chart
Rtx Corporation Stock (RTX)	0.0	$3.7k		22.00	167.32	View chart
Invesco S&p 500 Equal Weight Industrials Etf Etf (RSPN)	0.0	$3.6k		65.00	56.11	View chart
Cf Inds Hldgs Stock (CF)	0.0	$3.5k		39.00	89.69	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$3.4k		24.00	143.17	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$3.3k		22.00	150.86	View chart
Brown & Brown Stock (BRO)	0.0	$3.3k	-50%	35.00	93.80	View chart
Watsco Stock (WSO)	0.0	$3.2k		8.00	404.25	View chart
Ark Genomic Revolution Etf Etf (ARKG)	0.0	$3.2k		116.00	27.77	View chart
Medtronic Stock (MDT)	0.0	$3.1k	NEW	33.00	95.24	View chart
Gulfport Energy Corp Common Shares Stock (GPOR)	0.0	$2.9k		16.00	181.00	View chart
Vaneck Rare Earth And Strategic Metals Etf Etf (REMX)	0.0	$2.8k		43.00	65.81	View chart
Entergy Corp Stock (ETR)	0.0	$2.8k		30.00	93.20	View chart
Range Nuclear Renaissance Index Etf Etf (NUKZ)	0.0	$2.6k		40.00	65.05	View chart
Proshares Ultrapro Qqq Etf (TQQQ)	0.0	$2.6k	+316%	25.00	103.40	View chart
Expand Energy Corporation Stock (EXE)	0.0	$2.6k		24.00	106.25	View chart
Cambria Global Value Etf Etf (GVAL)	0.0	$2.5k	+19%	87.00	29.23	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$2.5k		10.00	254.30	View chart
Avery Dennison Corp Stock (AVY)	0.0	$2.4k		15.00	162.20	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$2.4k		27.00	89.15	View chart
American Express Stock (AXP)	0.0	$2.3k		7.00	332.14	View chart
Avalonbay Cmntys Reit (AVB)	0.0	$2.3k		12.00	193.17	View chart
Corteva Stock (CTVA)	0.0	$2.2k		33.00	67.64	View chart
T1 Energy Stock (TE)	0.0	$2.2k		1.0k	2.18	View chart
Cambria Cannabis Etf Etf (TOKE)	0.0	$2.2k	NEW	341.00	6.46	View chart
Renaissance Ipo Etf Etf (IPO)	0.0	$2.1k	NEW	43.00	49.56	View chart
State Str Corp Stock (STT)	0.0	$2.1k		18.00	116.00	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$1.9k		14.00	139.14	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$1.9k		16.00	121.44	View chart
Abrdn Physical Silver Shares Etf Etf (SIVR)	0.0	$1.9k	+22%	43.00	44.49	View chart
Sysco Corp Stock (SYY)	0.0	$1.9k		23.00	82.35	View chart
3M Stock (MMM)	0.0	$1.9k		12.00	155.17	View chart
Solana Etf Etf	0.0	$1.9k	NEW	84.00	22.12	View chart
Columbia Bkg Sys Stock (COLB)	0.0	$1.9k		72.00	25.74	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$1.8k	+17%	53.00	34.38	View chart
Intuitive Surgical Stock (ISRG)	0.0	$1.8k		4.00	447.25	View chart
Ishares Msci Mexico Etf Etf (EWW)	0.0	$1.8k	NEW	26.00	68.19	View chart
Ast Spacemobile Inc Com Cl A Stock (ASTS)	0.0	$1.8k		36.00	49.08	View chart
Amer Sports Stock (AS)	0.0	$1.7k		50.00	34.76	View chart
Materials Select Sector Spdr Fund Etf (XLB)	0.0	$1.7k		19.00	89.63	View chart
Intercontinental Exchange Stock (ICE)	0.0	$1.7k		10.00	168.50	View chart
10x Genomics Inc Cl A Stock (TXG)	0.0	$1.6k	NEW	140.00	11.69	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$1.5k		7.00	220.86	View chart
Diageo Adr (DEO)	0.0	$1.5k		16.00	95.44	View chart
United States Brent Oil Fund Etf (BNO)	0.0	$1.5k	NEW	49.00	30.04	View chart
Eog Res Stock (EOG)	0.0	$1.5k		13.00	112.15	View chart
Sonos Stock (SONO)	0.0	$1.4k		90.00	15.80	View chart
Ishares Morningstar Small-cap Growth Etf Etf (ISCG)	0.0	$1.4k		25.00	54.32	View chart
Capri Holdings Stock (CPRI)	0.0	$1.3k		67.00	19.93	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.0	$1.3k		8.00	164.50	View chart
Agilent Technologies Stock (A)	0.0	$1.3k		10.00	128.40	View chart
Tempus Ai Inc Cl A Stock (TEM)	0.0	$1.2k		15.00	80.73	View chart
Zillow Group Inc Cl C Cap Stk Stock (Z)	0.0	$1.2k		15.00	77.07	View chart
Camping World Hldgs Inc Cl A Stock (CWH)	0.0	$1.1k		71.00	15.79	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.0	$1.1k		11.00	100.18	View chart
Block Inc Cl A Stock (XYZ)	0.0	$1.1k		15.00	72.27	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$1.0k		21.00	49.48	View chart
Simon Ppty Group Reit (SPG)	0.0	$938.000000		5.00	187.60	View chart
Sunopta Stock (STKL)	0.0	$926.006400		158.00	5.86	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$902.000000		8.00	112.75	View chart
Keysight Technologies Stock (KEYS)	0.0	$875.000000		5.00	175.00	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$831.000000		10.00	83.10	View chart
Vaneck Oil Services Etf Etf (OIH)	0.0	$780.000000		3.00	260.00	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.0	$776.001000		30.00	25.87	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$721.999800		9.00	80.22	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$719.000100		3.00	239.67	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$700.000000		7.00	100.00	View chart
Roblox Corp Cl A Stock (RBLX)	0.0	$693.000000		5.00	138.60	View chart
Byrna Technologies Stock (BYRN)	0.0	$665.001000		30.00	22.17	View chart
Spdr Dow Jones International Real Estate Etf Etf (RWX)	0.0	$640.000300		23.00	27.83	View chart
Mongodb Inc Cl A Stock (MDB)	0.0	$621.000000		2.00	310.50	View chart
Confluent Inc Class A Stock (CFLT)	0.0	$594.000000		30.00	19.80	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$587.000000		40.00	14.68	View chart
Ark Space Exploration & Innovation Etf Etf (ARKX)	0.0	$571.000000		20.00	28.55	View chart
Chewy Inc Cl A Stock (CHWY)	0.0	$566.000400		14.00	40.43	View chart
Sarepta Therapeutics Stock (SRPT)	0.0	$559.001100		29.00	19.28	View chart
Wells Fargo Stock (WFC)	0.0	$502.999800		6.00	83.83	View chart
Proshares Ultra Financials Etf (UYG)	0.0	$496.000000		5.00	99.20	View chart
Vanguard Intermediate-term Bond Etf Etf (BIV)	0.0	$469.000200		6.00	78.17	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.0	$460.999800		9.00	51.22	View chart
Activebeta World Low Vol Plus Equity Etf Etf (GLOV)	0.0	$456.000000		8.00	57.00	View chart
Roku Inc Com Cl A Stock (ROKU)	0.0	$401.000000		4.00	100.25	View chart
Quest Diagnostics Stock (DGX)	0.0	$381.000000		2.00	190.50	View chart
Fidelity Enhanced Small Cap Etf Etf (FESM)	0.0	$292.000000		8.00	36.50	View chart
Sofi Next 500 Etf Etf (SFYX)	0.0	$241.000500		15.00	16.07	View chart
Nio Inc Spon Ads Adr (NIO)	0.0	$228.999000		30.00	7.63	View chart
Fulgent Genetics Stock (FLGT)	0.0	$226.000000		10.00	22.60	View chart
Viatris Stock (VTRS)	0.0	$218.000200	+633%	22.00	9.91	View chart
Bny Mellon Core Bond Etf Etf (BKAG)	0.0	$213.000000		5.00	42.60	View chart
Topgolf Callaway Brands Corp Stock (MODG)	0.0	$190.000000		20.00	9.50	View chart
Plug Power Stock (PLUG)	0.0	$171.998200		74.00	2.32	View chart
Nokia Corp Adr (NOK)	0.0	$120.000000		25.00	4.80	View chart
Advisorshares Pure Us Cannabis Etf Etf (MSOS)	0.0	$96.000000		20.00	4.80	View chart
Archer Daniels Midland Stock (ADM)	0.0	$60.000000		1.00	60.00	View chart
Canopy Growth Corp Stock (CGC)	0.0	$15.000000		10.00	1.50	View chart
Expion360 Stock (XPON)	0.0	$7.000000		5.00	1.40	View chart
Valaris Ltd Wt Exp 042928 Stock (VAL.WS)	0.0	$3.000000		1.00	3.00	View chart

Past Filings by Copia Wealth Management

SEC 13F filings are viewable for Copia Wealth Management going back to 2024

Copia Wealth Management 2025 Q3 filed Oct. 31, 2025
Copia Wealth Management 2025 Q2 filed July 28, 2025
Copia Wealth Management 2025 Q1 filed April 17, 2025
Copia Wealth Management 2024 Q4 filed March 6, 2025

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