Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Copia Wealth Management

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

Central Index Key (CIK): 0002058771

Tip: Access up to 7 years of quarterly data

Positions held by Copia Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Copia Wealth Management

Copia Wealth Management holds 425 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Us Treasury 3 Month Bill Etf Etf (TBIL)	6.1	$6.4M	128k	49.86	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	5.2	$5.5M	80k	68.94	View chart
Us Treasury 6 Month Bill Etf Etf (XBIL)	4.6	$4.9M	97k	50.03	View chart
Strive Enhanced Income Short Maturity Etf Etf (BUXX)	4.5	$4.7M	233k	20.28	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	4.0	$4.2M	74k	56.48	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	3.5	$3.7M	73k	51.14	View chart
Spdr Gold Shares Etf (GLD)	3.4	$3.5M	15k	242.13	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	3.2	$3.3M	66k	49.96	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	2.9	$3.1M	31k	100.60	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	2.7	$2.9M	52k	55.45	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	2.7	$2.8M	63k	44.01	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	2.5	$2.7M	30k	89.33	View chart
Ishares Msci Eafe Etf Etf (EFA)	2.3	$2.4M	32k	75.61	View chart
Simplify Health Care Etf Etf (PINK)	2.2	$2.4M	80k	29.66	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	1.7	$1.8M	17k	106.84	View chart
Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	1.7	$1.8M	20k	90.35	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	1.5	$1.6M	39k	40.67	View chart
Vaneck Semiconductor Etf Etf (SMH)	1.4	$1.5M	6.3k	242.17	View chart
Ark Next Generation Internet Etf Etf (ARKW)	1.3	$1.4M	13k	107.98	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.3	$1.4M	2.4k	588.68	View chart
Apple Stock (AAPL)	1.3	$1.4M	5.4k	250.42	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	1.2	$1.3M	24k	53.05	View chart
Amazon Stock (AMZN)	1.2	$1.2M	5.7k	219.39	View chart
United Parcel Service Inc Cl B Stock (UPS)	1.2	$1.2M	9.8k	126.10	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	1.2	$1.2M	17k	74.02	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	1.1	$1.2M	12k	102.09	View chart
Ishares Msci India Etf Etf (INDA)	1.1	$1.2M	23k	52.64	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	1.1	$1.1M	24k	46.29	View chart
Vanguard Value Etf Etf (VTV)	1.0	$1.1M	6.3k	169.30	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	0.9	$940k	8.5k	110.29	View chart
Microsoft Corp Stock (MSFT)	0.9	$898k	2.1k	421.50	View chart
Spdr Gold Minishares Trust Etf (GLDM)	0.8	$856k	17k	51.99	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.7	$747k	2.6k	287.82	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.7	$741k	7.7k	96.83	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.7	$693k	3.1k	220.96	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.6	$641k	8.1k	78.65	View chart
Vaneck Uranium And Nuclear Etf Etf (NLR)	0.5	$576k	7.1k	81.34	View chart
Tesla Stock (TSLA)	0.5	$571k	1.4k	403.84	View chart
Vaneck Pharmaceutical Etf Etf (PPH)	0.5	$571k	6.6k	86.28	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.5	$563k	3.5k	161.77	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.5	$557k	11k	50.47	View chart
Invesco Db Commodity Index Tracking Fund Etf (DBC)	0.5	$535k	25k	21.38	View chart
Purecycle Technologies Stock (PCT)	0.5	$514k	50k	10.25	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.5	$510k	2.2k	232.52	View chart
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)	0.5	$498k	16k	32.04	View chart
Invesco Fundamental Investment Grade Corporate Bond Etf Etf (PFIG)	0.5	$495k	21k	23.48	View chart
Vanguard Mid-cap Etf Etf (VO)	0.5	$492k	1.9k	264.13	View chart
Ishares Jpx-nikkei 400 Etf Etf (JPXN)	0.4	$473k	6.7k	70.81	View chart
Ishares Ultra Short-term Bond Active Etf Etf (ICSH)	0.4	$451k	8.9k	50.43	View chart
Vanguard Growth Etf Etf (VUG)	0.4	$436k	1.1k	410.56	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.4	$410k	2.1k	198.18	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.4	$405k	5.2k	77.25	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$398k	990.00	401.58	View chart
Invesco S&p Smallcap 600 Revenue Etf Etf (RWJ)	0.4	$395k	8.6k	45.76	View chart
Ishares Gold Trust Etf (IAU)	0.4	$384k	7.8k	49.51	View chart
Costco Whsl Corp Stock (COST)	0.4	$378k	412.00	916.27	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.3	$366k	1.1k	343.41	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.3	$366k	5.2k	70.28	View chart
Nike Inc Cl B Stock (NKE)	0.3	$358k	4.7k	75.67	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.3	$350k	1.4k	253.75	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.3	$343k	4.0k	85.66	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.3	$333k	1.2k	280.06	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.3	$331k	4.9k	67.10	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$326k	638.00	511.23	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.3	$323k	6.2k	52.47	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.3	$304k	1.6k	190.88	View chart
Ishares Silver Trust Etf (SLV)	0.3	$298k	11k	26.33	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.3	$293k	2.3k	127.59	View chart
Mr Cooper Group Stock (COOP)	0.3	$292k	3.0k	96.01	View chart
Ishares Latin America 40 Etf Etf (ILF)	0.3	$284k	14k	20.91	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.3	$280k	8.3k	33.91	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$264k	2.3k	115.22	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.2	$258k	2.6k	100.12	View chart
Grayscale Ethereum Mini Trust Etf Etf	0.2	$250k	7.9k	31.49	View chart
Global X Msci Argentina Etf Etf (ARGT)	0.2	$241k	2.9k	82.67	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.2	$235k	9.8k	23.93	View chart
Palo Alto Networks Stock (PANW)	0.2	$218k	1.2k	181.96	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.2	$213k	1.3k	164.17	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.2	$208k	2.3k	92.45	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$195k	1.1k	185.13	View chart
Citigroup Stock (C)	0.2	$194k	2.8k	70.39	View chart
Broadcom Stock (AVGO)	0.2	$194k	835.00	231.80	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$189k	653.00	289.81	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.2	$188k	2.3k	81.98	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$188k	959.00	195.83	View chart
Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL)	0.2	$176k	4.6k	38.08	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.2	$173k	5.1k	34.13	View chart
Grayscale Ethereum Trust Etf Etf (ETHE)	0.2	$171k	6.1k	28.02	View chart
Vanguard Total World Stock Etf Etf (VT)	0.2	$169k	1.4k	117.48	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.2	$169k	523.00	322.16	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$168k	311.00	538.81	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.2	$166k	4.5k	37.12	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$156k	2.2k	71.43	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$146k	3.8k	38.37	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$145k	2.3k	62.31	View chart
Grayscale Bitcoin Mini Trust Etf Etf	0.1	$145k	3.5k	41.87	View chart
Chevron Corp Stock (CVX)	0.1	$140k	964.00	144.84	View chart
Ishares Msci Australia Etf Etf (EWA)	0.1	$139k	5.8k	23.86	View chart
Deere & Co Stock (DE)	0.1	$134k	317.00	423.70	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.1	$133k	1.2k	108.61	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$133k	2.2k	61.34	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$131k	288.00	453.28	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$125k	989.00	126.75	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$122k	645.00	189.30	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.1	$120k	636.00	188.28	View chart
Invesco Db Precious Metals Fund Etf (DBP)	0.1	$114k	1.9k	60.73	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$113k	1.3k	87.90	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$108k	184.00	585.51	View chart
RH Stock (RH)	0.1	$106k	269.00	393.59	View chart
Philip Morris Intl Stock (PM)	0.1	$106k	878.00	120.35	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$102k	573.00	178.08	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$100k	755.00	131.76	View chart
Ishares Msci Japan Value Etf Etf (EWJV)	0.1	$97k	3.1k	31.28	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$93k	1.0k	91.43	View chart
First Trust Tactical High Yield Etf Etf (HYLS)	0.1	$90k	2.2k	41.33	View chart
Global X Uranium Etf Etf (URA)	0.1	$89k	3.3k	26.78	View chart
Marathon Pete Corp Stock (MPC)	0.1	$88k	630.00	139.50	View chart
Corecivic Stock (CXW)	0.1	$82k	3.8k	21.74	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$80k	334.00	239.71	View chart
Invesco Investment Grade Defensive Etf Etf (IIGD)	0.1	$77k	3.2k	24.21	View chart
Ark Innovation Etf Etf (ARKK)	0.1	$73k	1.3k	56.77	View chart
Dutch Bros Inc Cl A Stock (BROS)	0.1	$73k	1.4k	52.38	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$72k	248.00	288.85	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.1	$72k	1.2k	60.75	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.1	$72k	1.2k	57.31	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.1	$69k	1.4k	48.31	View chart
Procter And Gamble Stock (PG)	0.1	$68k	406.00	167.65	View chart
Pacer Emerging Markets Cash Cows 100 Etf Etf (ECOW)	0.1	$68k	3.5k	19.41	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$68k	355.00	190.44	View chart
Invesco S&p Smallcap Energy Etf Etf (PSCE)	0.1	$64k	1.3k	48.40	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.1	$64k	192.00	334.25	View chart
Altria Group Stock (MO)	0.1	$62k	1.2k	52.29	View chart
Strive U.s. Energy Etf Etf (DRLL)	0.1	$62k	2.3k	27.27	View chart
Digital Rlty Tr Reit (DLR)	0.1	$61k	346.00	177.33	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$58k	450.00	128.62	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$54k	1.0k	52.22	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$54k	554.00	96.90	View chart
Amplify Transformational Data Sharing Etf Etf (BLOK)	0.1	$54k	1.2k	43.19	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$53k	929.00	57.41	View chart
Pacer Industrial Real Estate Etf Etf (INDS)	0.1	$53k	1.5k	35.30	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$52k	1.1k	47.82	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$51k	580.00	88.40	View chart
Honeywell Intl Stock (HON)	0.0	$51k	226.00	225.89	View chart
Nvidia Corporation Stock (NVDA)	0.0	$50k	375.00	134.29	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$50k	971.00	51.70	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.0	$50k	85.00	586.08	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$50k	204.00	243.17	View chart
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.0	$49k	1.1k	43.25	View chart
Global X Silver Miners Etf Etf (SIL)	0.0	$48k	1.5k	31.77	View chart
Home Depot Stock (HD)	0.0	$47k	121.00	388.99	View chart
Automatic Data Processing Stock (ADP)	0.0	$47k	160.00	292.73	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$46k	605.00	75.63	View chart
Southern Stock (SO)	0.0	$45k	550.00	82.32	View chart
Amgen Stock (AMGN)	0.0	$45k	171.00	260.64	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$44k	564.00	78.61	View chart
Ark Fintech Innovation Etf Etf (ARKF)	0.0	$43k	1.2k	37.05	View chart
Unitedhealth Group Stock (UNH)	0.0	$42k	83.00	505.86	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	0.0	$41k	1.6k	25.29	View chart
Vanguard Energy Etf Etf (VDE)	0.0	$40k	326.00	121.31	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$39k	300.00	129.34	View chart
Cameco Corp Stock (CCJ)	0.0	$39k	755.00	51.39	View chart
Pacer Data & Infrastructure Real Estate Etf Etf (SRVR)	0.0	$38k	1.3k	29.98	View chart
Netflix Stock (NFLX)	0.0	$37k	42.00	891.31	View chart
Proshares Bitcoin Etf Etf (BITO)	0.0	$37k	1.6k	22.78	View chart
Targa Res Corp Stock (TRGP)	0.0	$37k	205.00	178.50	View chart
Direxion Daily Semiconductor Bull 3x Shares Etf (SOXL)	0.0	$36k	1.3k	27.31	View chart
Nextera Energy Stock (NEE)	0.0	$36k	504.00	71.69	View chart
Phillips 66 Stock (PSX)	0.0	$36k	317.00	113.93	View chart
Disney Walt Stock (DIS)	0.0	$36k	323.00	111.35	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$35k	1.1k	31.36	View chart
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)	0.0	$35k	299.00	116.23	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$33k	794.00	41.82	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$33k	564.00	58.35	View chart
Mcdonalds Corp Stock (MCD)	0.0	$31k	106.00	289.89	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$31k	49.00	621.80	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$31k	300.00	101.53	View chart
Davita Stock (DVA)	0.0	$30k	202.00	149.55	View chart
Texas Instrs Stock (TXN)	0.0	$30k	161.00	187.51	View chart
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)	0.0	$30k	1.0k	29.19	View chart
Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$29k	334.00	87.25	View chart
Spotify Technology S A Stock (SPOT)	0.0	$29k	64.00	447.38	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$28k	146.00	189.98	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.0	$28k	530.00	52.16	View chart
Adobe Stock (ADBE)	0.0	$28k	62.00	444.68	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$27k	566.00	48.33	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$27k	605.00	44.92	View chart
General Dynamics Corp Stock (GD)	0.0	$27k	103.00	263.49	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$27k	304.00	89.08	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$26k	106.00	248.30	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$26k	242.00	106.55	View chart
Intuit Stock (INTU)	0.0	$25k	40.00	628.50	View chart
Spdr S&p Homebuilders Etf Etf (XHB)	0.0	$25k	240.00	104.50	View chart
Spdr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.0	$25k	310.00	80.20	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$24k	168.00	145.35	View chart
D R Horton Stock (DHI)	0.0	$24k	171.00	139.82	View chart
Kraneshares Csi China Internet Etf Etf (KWEB)	0.0	$24k	813.00	29.24	View chart
Ishares Msci India Small Cap Etf Etf (SMIN)	0.0	$24k	307.00	76.45	View chart
Lowes Cos Stock (LOW)	0.0	$23k	95.00	246.80	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.0	$23k	268.00	86.89	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$23k	108.00	215.49	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.0	$23k	210.00	110.25	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$23k	299.00	77.27	View chart
Merck & Co Stock (MRK)	0.0	$23k	227.00	99.48	View chart
Silvercrest Metals Stock (SILV)	0.0	$23k	2.5k	9.10	View chart
Spdr S&p Semiconductor Etf Etf (XSD)	0.0	$22k	90.00	248.46	View chart
Direxion Daily Small Cap Bull 3x Shares Etf (TNA)	0.0	$22k	531.00	41.88	View chart
Spdr S&p International Small Cap Etf Etf (GWX)	0.0	$22k	696.00	30.99	View chart
Ameriprise Finl Stock (AMP)	0.0	$21k	40.00	532.42	View chart
Snap Inc Cl A Stock (SNAP)	0.0	$21k	1.9k	10.77	View chart
Spdr Euro Stoxx 50 Etf Etf (FEZ)	0.0	$20k	419.00	48.15	View chart
Aflac Stock (AFL)	0.0	$20k	195.00	103.44	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.0	$20k	172.00	114.48	View chart
Invesco Energy Exploration & Production Etf Etf (PXE)	0.0	$20k	660.00	29.60	View chart
Novartis Adr (NVS)	0.0	$20k	200.00	97.31	View chart
Eli Lilly & Co Stock (LLY)	0.0	$19k	25.00	772.00	View chart
British Amern Tob Adr (BTI)	0.0	$19k	528.00	36.32	View chart
Williams Cos Stock (WMB)	0.0	$19k	351.00	54.12	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.0	$19k	113.00	165.82	View chart
International Business Machs Stock (IBM)	0.0	$19k	85.00	219.84	View chart
First Trust Technology Alphadex Fund Etf (FXL)	0.0	$19k	125.00	148.55	View chart
Ishares India 50 Etf Etf (INDY)	0.0	$19k	363.00	50.84	View chart
Kraneshares Quadratic Interest Rate Volatility And Inflation Hedge Etf Etf (IVOL)	0.0	$18k	1.0k	17.74	View chart
Abbvie Stock (ABBV)	0.0	$17k	98.00	177.70	View chart
Walmart Stock (WMT)	0.0	$17k	186.00	90.35	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$17k	240.00	69.45	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$16k	373.00	44.04	View chart
Stryker Corporation Stock (SYK)	0.0	$16k	43.00	360.05	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.0	$15k	161.00	95.01	View chart
Centrus Energy Corp Cl A Stock (LEU)	0.0	$15k	225.00	66.61	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.0	$15k	172.00	85.84	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$15k	163.00	88.79	View chart
Caterpillar Stock (CAT)	0.0	$14k	38.00	359.37	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.0	$14k	82.00	166.21	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.0	$13k	147.00	90.06	View chart
Assurant Stock (AIZ)	0.0	$13k	62.00	213.23	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$13k	62.00	212.40	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$13k	171.00	75.69	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.0	$13k	318.00	40.26	View chart
Visa Inc Com Cl A Stock (V)	0.0	$13k	40.00	316.05	View chart
Oracle Corp Stock (ORCL)	0.0	$13k	75.00	166.64	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$13k	164.00	76.14	View chart
Chubb Stock (CB)	0.0	$12k	45.00	276.31	View chart
Spdr Russell 1000 Yield Focus Etf Etf (ONEY)	0.0	$12k	114.00	108.86	View chart
Blackrock Stock (BLK)	0.0	$12k	12.00	1025.08	View chart
Exxon Mobil Corp Stock (XOM)	0.0	$12k	113.00	107.57	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$12k	105.00	115.55	View chart
Caci Intl Inc Cl A Stock (CACI)	0.0	$12k	30.00	404.07	View chart
Twilio Inc Cl A Stock (TWLO)	0.0	$12k	109.00	108.08	View chart
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$12k	88.00	132.38	View chart
Vanguard Communication Services Etf Etf (VOX)	0.0	$12k	75.00	154.96	View chart
Edison Intl Stock (EIX)	0.0	$11k	143.00	79.84	View chart
Independence Rlty Tr Reit (IRT)	0.0	$11k	574.00	19.84	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.0	$11k	177.00	63.45	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$11k	44.00	254.39	View chart
Qualcomm Stock (QCOM)	0.0	$11k	70.00	153.61	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.0	$11k	220.00	47.77	View chart
Fortive Corp Stock (FTV)	0.0	$11k	140.00	75.00	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$10k	20.00	520.25	View chart
Emerson Elec Stock (EMR)	0.0	$10k	83.00	123.93	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$10k	21.00	485.95	View chart
First Trust Consumer Staples Alphadex Fund Etf (FXG)	0.0	$10k	158.00	64.06	View chart
Enovix Corporation Stock (ENVX)	0.0	$10k	920.00	10.87	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$9.7k	14.00	693.07	View chart
Tjx Cos Stock (TJX)	0.0	$9.7k	80.00	120.81	View chart
Parker-hannifin Corp Stock (PH)	0.0	$9.5k	15.00	636.00	View chart
Grainger W W Stock (GWW)	0.0	$9.5k	9.00	1054.00	View chart
S&p Global Stock (SPGI)	0.0	$9.5k	19.00	498.05	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.0	$9.3k	188.00	49.55	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$9.3k	53.00	175.23	View chart
Aegon Ltd Amer Reg 1 Cert Adr (AEG)	0.0	$9.3k	1.6k	5.89	View chart
Duke Energy Corp Stock (DUK)	0.0	$9.1k	84.00	107.74	View chart
Ishares Global 100 Etf Etf (IOO)	0.0	$8.9k	88.00	100.77	View chart
Spx Technologies Stock (SPXC)	0.0	$8.7k	60.00	145.52	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$8.5k	64.00	132.09	View chart
Linde Stock (LIN)	0.0	$8.4k	20.00	418.65	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.0	$8.3k	79.00	104.89	View chart
Applied Matls Stock (AMAT)	0.0	$8.1k	50.00	162.64	View chart
Xylem Stock (XYL)	0.0	$8.1k	70.00	116.01	View chart
Knife River Corp Stock (KNF)	0.0	$8.0k	79.00	101.65	View chart
Expedia Group Stock (EXPE)	0.0	$8.0k	43.00	186.33	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$7.9k	40.00	197.50	View chart
Spdr Dow Jones Reit Etf Etf (RWR)	0.0	$7.8k	79.00	98.86	View chart
Reliance Stock (RS)	0.0	$7.7k	29.00	267.21	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.0	$7.7k	164.00	47.20	View chart
Murphy Usa Stock (MUSA)	0.0	$7.5k	15.00	501.73	View chart
Autodesk Stock (ADSK)	0.0	$7.4k	25.00	295.56	View chart
Fidelity Msci Communication Services Index Etf Etf (FCOM)	0.0	$7.3k	125.00	58.70	View chart
Pepsico Stock (PEP)	0.0	$7.3k	48.00	152.06	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$7.2k	114.00	63.47	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$7.2k	109.00	66.14	View chart
Brown & Brown Stock (BRO)	0.0	$7.1k	70.00	102.01	View chart
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)	0.0	$7.1k	130.00	54.23	View chart
Conocophillips Stock (COP)	0.0	$6.9k	70.00	99.17	View chart
Mckesson Corp Stock (MCK)	0.0	$6.9k	12.00	576.00	View chart
The Cigna Group Stock (CI)	0.0	$6.9k	25.00	276.16	View chart
Mercadolibre Stock (MELI)	0.0	$6.8k	4.00	1700.50	View chart
Autonation Stock (AN)	0.0	$6.8k	40.00	169.85	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$6.4k	170.00	37.53	View chart
Servicenow Stock (NOW)	0.0	$6.4k	6.00	1060.17	View chart
Vaneck Junior Gold Miners Etf Etf (GDXJ)	0.0	$5.9k	138.00	42.75	View chart
Johnson & Johnson Stock (JNJ)	0.0	$5.8k	40.00	144.62	View chart
Monster Beverage Corp Stock (MNST)	0.0	$5.8k	110.00	52.56	View chart
Plby Group Stock (PLBY)	0.0	$5.7k	3.9k	1.46	View chart
Avery Dennison Corp Stock (AVY)	0.0	$5.6k	30.00	187.13	View chart
Avalonbay Cmntys Reit (AVB)	0.0	$5.5k	25.00	219.96	View chart
Paychex Stock (PAYX)	0.0	$5.5k	39.00	140.23	View chart
Colgate Palmolive Stock (CL)	0.0	$5.5k	60.00	90.92	View chart
Synopsys Stock (SNPS)	0.0	$5.3k	11.00	485.36	View chart
Ishares Msci Global Gold Miners Etf Etf (RING)	0.0	$5.2k	185.00	28.11	View chart
Teck Resources Ltd Cl B Stock (TECK)	0.0	$5.1k	125.00	40.53	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$5.1k	62.00	81.58	View chart
Analog Devices Stock (ADI)	0.0	$5.0k	24.00	209.42	View chart
Essential Utils Stock (WTRG)	0.0	$5.0k	138.00	36.32	View chart
Alpha Metallurgical Resour Stock (AMR)	0.0	$5.0k	25.00	200.12	View chart
Itt Stock (ITT)	0.0	$5.0k	35.00	142.89	View chart
First Trust Nasdaq Clean Edge Green Energy Index Fund Etf (QCLN)	0.0	$5.0k	146.00	33.93	View chart
Invesco S&p Smallcap Industrials Etf Etf (PSCI)	0.0	$4.8k	36.00	134.36	View chart
Spdr S&p Health Care Equipment Etf Etf (XHE)	0.0	$4.8k	54.00	88.52	View chart
Portland Gen Elec Stock (POR)	0.0	$4.7k	108.00	43.62	View chart
Mdu Res Group Stock (MDU)	0.0	$4.7k	260.00	18.02	View chart
Textron Stock (TXT)	0.0	$4.6k	60.00	76.48	View chart
American Tower Corp Reit (AMT)	0.0	$4.6k	25.00	183.40	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$4.6k	120.00	38.08	View chart
Verizon Communications Stock (VZ)	0.0	$4.6k	114.00	39.99	View chart
Entergy Corp Stock (ETR)	0.0	$4.5k	60.00	75.82	View chart
Cencora Stock (COR)	0.0	$4.5k	20.00	224.70	View chart
Iron Mtn Inc Del Reit (IRM)	0.0	$4.4k	42.00	105.12	View chart
Dover Corp Stock (DOV)	0.0	$4.3k	23.00	187.61	View chart
Everus Constr Group Stock	0.0	$4.3k	65.00	65.75	View chart
Ark Genomic Revolution Etf Etf (ARKG)	0.0	$4.0k	171.00	23.54	View chart
T1 Energy Stock (FREY)	0.0	$4.0k	1.5k	2.58	View chart
Newmont Corp Stock (NEM)	0.0	$3.9k	105.00	37.22	View chart
Snowflake Inc Cl A Stock (SNOW)	0.0	$3.9k	25.00	154.40	View chart
Watsco Stock (WSO)	0.0	$3.8k	8.00	473.88	View chart
Hecla Mng Stock (HL)	0.0	$3.7k	754.00	4.91	View chart
Rocket Lab Usa Stock (RKLB)	0.0	$3.6k	141.00	25.47	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$3.5k	44.00	80.27	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.0	$3.5k	90.00	38.34	View chart
State Str Corp Stock (STT)	0.0	$3.4k	35.00	98.14	View chart
Cf Inds Hldgs Stock (CF)	0.0	$3.3k	39.00	85.31	View chart
Invesco S&p 500 Equal Weight Industrials Etf Etf (RSPN)	0.0	$3.3k	65.00	50.20	View chart
Beyond Stock (BYON)	0.0	$3.1k	637.00	4.93	View chart
Affirm Hldgs Inc Com Cl A Stock (AFRM)	0.0	$3.0k	50.00	60.90	View chart
Range Nuclear Renaissance Index Etf Etf (NUKZ)	0.0	$2.8k	69.00	40.91	View chart
Stride Stock (LRN)	0.0	$2.7k	26.00	103.92	View chart
Ansys Stock (ANSS)	0.0	$2.7k	8.00	337.38	View chart
Spdr S&p Regional Banking Etf Etf (KRE)	0.0	$2.6k	43.00	60.35	View chart
Rtx Corporation Stock (RTX)	0.0	$2.5k	22.00	115.73	View chart
Direxion Daily S&p Oil & Gas Exp. & Prod. Bull 2x Shares Etf (GUSH)	0.0	$2.5k	91.00	27.81	View chart
Sarepta Therapeutics Stock (SRPT)	0.0	$2.4k	20.00	121.60	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$2.4k	10.00	240.30	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$2.4k	27.00	87.33	View chart
Ark Israel Innovative Technology Etf Etf (IZRL)	0.0	$2.3k	101.00	22.39	View chart
Vericel Corp Stock (VCEL)	0.0	$2.2k	40.00	54.90	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$2.1k	16.00	131.44	View chart
Diageo Adr (DEO)	0.0	$2.0k	16.00	127.12	View chart
Columbia Bkg Sys Stock (COLB)	0.0	$1.9k	72.00	27.01	View chart
Corteva Stock (CTVA)	0.0	$1.9k	33.00	56.97	View chart
Illinois Tool Wks Stock (ITW)	0.0	$1.8k	7.00	253.57	View chart
Sysco Corp Stock (SYY)	0.0	$1.8k	23.00	76.48	View chart
Vaneck Rare Earth And Strategic Metals Etf Etf (REMX)	0.0	$1.7k	43.00	39.00	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$1.7k	16.00	103.31	View chart
Roku Inc Com Cl A Stock (ROKU)	0.0	$1.6k	22.00	74.32	View chart
3M Stock (MMM)	0.0	$1.5k	12.00	129.08	View chart
Sofi Technologies Stock (SOFI)	0.0	$1.5k	100.00	15.40	View chart
Camping World Hldgs Inc Cl A Stock (CWH)	0.0	$1.5k	71.00	21.08	View chart
Intercontinental Exchange Stock (ICE)	0.0	$1.5k	10.00	149.00	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$1.4k	7.00	201.86	View chart
Amer Sports Stock (AS)	0.0	$1.4k	50.00	27.96	View chart
Agilent Technologies Stock (A)	0.0	$1.3k	10.00	134.30	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.0	$1.3k	68.00	19.59	View chart
Capri Holdings Stock (CPRI)	0.0	$1.3k	61.00	21.07	View chart
Block Inc Cl A Stock (SQ)	0.0	$1.3k	15.00	85.00	View chart
Ishares Morningstar Small-cap Growth Etf Etf (ISCG)	0.0	$1.2k	25.00	49.48	View chart
Sunopta Stock (STKL)	0.0	$1.2k	158.00	7.70	View chart
Zillow Group Inc Cl C Cap Stk Stock (Z)	0.0	$1.1k	15.00	74.07	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$1.1k	29.00	37.28	View chart
Innovative Indl Pptys Reit (IIPR)	0.0	$933.000600	14.00	66.64	View chart
Sonos Stock (SONO)	0.0	$887.000100	59.00	15.03	View chart
Byrna Technologies Stock (BYRN)	0.0	$864.000000	30.00	28.80	View chart
Simon Ppty Group Reit (SPG)	0.0	$861.000000	5.00	172.20	View chart
Confluent Inc Class A Stock (CFLT)	0.0	$839.001000	30.00	27.97	View chart
General Mls Stock (GIS)	0.0	$828.999600	13.00	63.77	View chart
Vaneck Oil Services Etf Etf (OIH)	0.0	$813.999900	3.00	271.33	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$806.999900	7.00	115.29	View chart
Keysight Technologies Stock (KEYS)	0.0	$803.000000	5.00	160.60	View chart
Global X Cybersecurity Etf Etf (BUG)	0.0	$802.000000	25.00	32.08	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$672.999900	3.00	224.33	View chart
Corning Stock (GLW)	0.0	$665.000000	14.00	47.50	View chart
Public Storage Oper Reit (PSA)	0.0	$599.000000	2.00	299.50	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$532.000000	40.00	13.30	View chart
Spdr Dow Jones International Real Estate Etf Etf (RWX)	0.0	$530.000500	23.00	23.04	View chart
Proshares Ultrapro Qqq Etf (TQQQ)	0.0	$475.000200	6.00	79.17	View chart
Chewy Inc Cl A Stock (CHWY)	0.0	$469.000000	14.00	33.50	View chart
Mongodb Inc Cl A Stock (MDB)	0.0	$466.000000	2.00	233.00	View chart
Pfizer Stock (PFE)	0.0	$450.999800	17.00	26.53	View chart
Kosmos Energy Stock (KOS)	0.0	$445.003000	130.00	3.42	View chart
Proshares Ultra Financials Etf (UYG)	0.0	$427.000000	5.00	85.40	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$424.000000	5.00	84.80	View chart
Wells Fargo Stock (WFC)	0.0	$421.000200	6.00	70.17	View chart
Target Corp Stock (TGT)	0.0	$405.999900	3.00	135.33	View chart
Ark Space Exploration & Innovation Etf Etf (ARKX)	0.0	$390.000000	20.00	19.50	View chart
Aes Corp Stock (AES)	0.0	$373.000900	29.00	12.86	View chart
Boeing Stock (BA)	0.0	$354.000000	2.00	177.00	View chart
Championx Corporation Stock (CHX)	0.0	$326.000400	12.00	27.17	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$322.000000	5.00	64.40	View chart
Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ)	0.0	$309.000000	10.00	30.90	View chart
Wisdomtree Emerging Markets Ex-china Fund Etf (XC)	0.0	$307.000000	10.00	30.70	View chart
Roblox Corp Cl A Stock (RBLX)	0.0	$289.000000	5.00	57.80	View chart
Suburban Propane Partners L P Unit Ltd Partn Stock (SPH)	0.0	$275.000000	16.00	17.19	View chart
Sea Ltd Sponsord Ads Adr (SE)	0.0	$212.000000	2.00	106.00	View chart
Fulgent Genetics Stock (FLGT)	0.0	$185.000000	10.00	18.50	View chart
Ge Aerospace Stock (GE)	0.0	$167.000000	1.00	167.00	View chart
Plug Power Stock (PLUG)	0.0	$157.997400	74.00	2.14	View chart
Topgolf Callaway Brands Corp Stock (MODG)	0.0	$157.000000	20.00	7.85	View chart
Unity Software Stock (U)	0.0	$135.000000	6.00	22.50	View chart
Nio Inc Spon Ads Adr (NIO)	0.0	$131.001000	30.00	4.37	View chart
Nokia Corp Adr (NOK)	0.0	$111.000000	25.00	4.44	View chart
Advisorshares Pure Us Cannabis Etf Etf (MSOS)	0.0	$76.000000	20.00	3.80	View chart
Archer Daniels Midland Stock (ADM)	0.0	$51.000000	1.00	51.00	View chart
Viatris Stock (VTRS)	0.0	$36.999900	3.00	12.33	View chart
Canopy Growth Corp Stock (CGC)	0.0	$27.000000	10.00	2.70	View chart
Expion360 Stock	0.0	$12.000000	5.00	2.40	View chart
Valaris Ltd Wt Exp 042928 Stock (VAL.WS)	0.0	$7.000000	1.00	7.00	View chart
Skillz Inc Com Cl A Stock (SKLZ)	0.0	$5.000000	1.00	5.00	View chart

Past Filings by Copia Wealth Management

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

Copia Wealth Management 2024 Q4 filed March 6, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z