Copia Wealth Management Purchases in Q2 2025

Copia Wealth Management

  • $119 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SIL
Global X Silver Miners ETF

ETFs
611
+ 39.96%
$33.97 - $49.02 $20.8K - $30K
2.14K $103M
VOE
Vanguard Mid Cap Value Index F

ETFs
171
+ 4.92%
$141.87 - $164.49 $24.3K - $28.1K
3.65K $600M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
310
+ 476.92%
$101.91 - $134.83 $31.6K - $41.8K
375 $47.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
455
+ 54.82%
$83.97 - $92.85 $38.2K - $42.2K
1.29K $113M
EEM
Ishares Msci Emerging Markets

ETFs
526
+ 33.19%
$38.52 - $48.28 $20.3K - $25.4K
2.11K $102M
NVDA
Nvidia Corp

Technology
60
+ 14.71%
$94.31 - $157.99 $5.66K - $9.48K
468 $73.9M
Rocket Lab Corp Com
758
New
N/A
758 $27.1M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
8
+ 0.51%
$29.19 - $50.24 $234 - $402
1.57K $78.7M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
288
New
$75.29 - $91.16 $21.7K - $26.3K
288 $26M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
630
+ 75.54%
$32.99 - $38.56 $20.8K - $24.3K
1.46K $55.6M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
557
+ 54.13%
$27.79 - $34.16 $15.5K - $19K
1.59K $54M
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 0.68%
$149.23 - $184.95 $895 - $1.11K
884 $161M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
205
New
$90.85 - $102.31 $18.6K - $21K
205 $20.6M
SPYG
Spdr Portfolio

ETFs
4
+ 0.32%
$71.83 - $95.32 $287 - $381
1.26K $120M
NOW
Service Now, Inc.

Technology
17
+ 283.33%
$721.65 - $1040.18 $12.3K - $17.7K
23 $23.6M
DE
Deere & CO

Industrials
12
+ 3.79%
$412.99 - $531.48 $4.96K - $6.38K
329 $167M
IBM
International Business Machines Corp

Technology
49
+ 57.65%
$221.03 - $294.78 $10.8K - $14.4K
134 $39.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
177
+ 19.05%
$54.19 - $67.22 $9.59K - $11.9K
1.11K $74.3M
ITA
Ishares Tr

ETFs
63
+ 37.06%
$135.31 - $188.64 $8.52K - $11.9K
233 $44M
JPM
Jpmorgan Chase & CO

Financial Services
7
+ 2.1%
$210.28 - $289.91 $1.47K - $2.03K
341 $98.9M
EWJV
Ishares Tr Msci Japan Value Et
347
+ 11.19%
N/A
3.45K $120M
SNOW
Snowflake Inc.

Technology
63
+ 203.23%
$130.53 - $223.77 $8.22K - $14.1K
94 $21M
EOSE
Eos Energy Enterprises, Inc.

Industrials
3.1K
New
$3.3 - $7.11 $10.2K - $22K
3.1K $15.9M
DLR
Digital Realty Trust, Inc.

Real Estate
27
+ 7.8%
$136.11 - $177.69 $3.67K - $4.8K
373 $65M
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.31%
$144.7 - $178.6 $289 - $357
648 $114M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
319
+ 0.26%
N/A
124K $6.21B
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
167
New
$72.71 - $82.56 $12.1K - $13.8K
167 $13.6M
TNA
Direxion Daily Small Cap Bull

ETFs
235
+ 18.82%
$19.12 - $33.54 $4.49K - $7.88K
1.48K $49.8M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
31
+ 2.63%
$57.14 - $72.68 $1.77K - $2.25K
1.21K $87.9M
GOOG
Alphabet Inc.

Communication Services
30
+ 8.45%
$146.58 - $180.01 $4.4K - $5.4K
385 $68.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
19
+ 0.84%
$114.78 - $133.31 $2.18K - $2.53K
2.29K $305M
AFRM
Affirm Holdings, Inc.

Technology
40
+ 11.05%
$35.75 - $69.14 $1.43K - $2.77K
402 $27.8M
WMT
Walmart Inc.

Consumer Defensive
95
+ 51.08%
$81.79 - $99.98 $7.77K - $9.5K
281 $27.5M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
76
+ 96.2%
$86.05 - $107.7 $6.54K - $8.19K
155 $16.7M
WMB
Williams Companies, Inc.

Energy
105
+ 29.91%
$54.33 - $62.87 $5.7K - $6.6K
456 $28.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
164
New
$45.12 - $46.23 $7.4K - $7.58K
164 $7.58M
MCHI
Ishares Msci China ETF

ETFs
127
+ 17.76%
$45.22 - $55.86 $5.74K - $7.09K
842 $46.4M
VEA
Vanguard Ftse Developed Market

ETFs
7
+ 0.65%
$45.65 - $57.01 $320 - $399
1.09K $62.3M
SMIN
Ishares Msci India Small Cap I

ETFs
67
+ 38.07%
$64.64 - $77.18 $4.33K - $5.17K
243 $18.8M
EWZS
Ishares Msci Brazil Small Cap

ETFs
505
New
$9.92 - $13.26 $5.01K - $6.7K
505 $6.7M
Fidelity Wise Origin Bitcoin Fund
64
+ 266.67%
N/A
88 $8.27M
DAX
Global X Fds Dax Germany ETF

ETFs
121
New
$34.84 - $44.93 $4.22K - $5.44K
121 $5.44M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
97
New
$47.13 - $52.52 $4.57K - $5.09K
97 $4.89M
XLI
Industrial Sector Spdr

ETFs
13
+ 7.56%
$116.42 - $147.52 $1.51K - $1.92K
185 $27.3M
TFLO
Ishares Treasury Floating Rate

ETFs
92
+ 0.97%
$50.47 - $50.66 $4.64K - $4.66K
9.53K $483M
AIQ
Global X Funds Global X Artifi

ETFs
103
New
$31.5 - $43.69 $3.24K - $4.5K
103 $4.5M
DKNG
Draft Kings Inc.

Consumer Cyclical
102
New
$31.67 - $42.89 $3.23K - $4.37K
102 $4.38M
IWR
Ishares Russell Mid Cap ETF

ETFs
4
+ 0.69%
$74.88 - $91.97 $300 - $368
584 $53.7M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
46
+ 13.77%
$67.03 - $80.35 $3.08K - $3.7K
380 $30.3M
Activity Summary
Buys All Purchases 149 New Holdings 46 Increased Positions 103 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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