Copia Wealth Management Incresed Positions in Q1 2025

Copia Wealth Management

  • $108 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
713
+ 4.89%
$243.19 - $288.14 $173K - $205K
15.3K $4.41B
HYG
Ishares Tr

ETFs
8.89K
+ 109.07%
$78.51 - $80.11 $698K - $712K
17K $1.34B
Strive Enhanced Income Short Maturity ETF
30.7K
+ 13.2%
N/A
264K $5.35B
Pacer Us Large Cap Cash Cows Growth Leaders ETF
11.4K
+ 73.37%
N/A
26.9K $829M
XLF
Financial Sector Spdr

ETFs
6.27K
+ 1106.89%
$47.32 - $52.19 $296K - $327K
6.83K $340M
COST
Costco Wholesale Corp

Consumer Defensive
300
+ 72.82%
$890.62 - $1076.86 $267K - $323K
712 $673M
EFA
Ishares Tr Msci Eafe ETF

ETFs
742
+ 2.3%
$74.85 - $84.89 $55.5K - $63K
33K $2.69B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.37K
+ 2954.39%
$63.07 - $73.5 $212K - $248K
3.48K $244M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.18K
+ 3.86%
$100.59 - $103.47 $119K - $122K
31.7K $3.28B
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.75K
+ 9.69%
$39.18 - $43.52 $147K - $163K
42.5K $1.78B
ORCL
Oracle Corp

Technology
1.3K
+ 1734.67%
$139.81 - $186.47 $182K - $243K
1.38K $192M
GLDM
World Gold Trust

ETFs
80
+ 0.49%
$52.19 - $61.89 $4.18K - $4.95K
16.6K $1.02B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.46K
+ 17.65%
$34.58 - $45.97 $50.4K - $67K
9.71K $446M
SO
Southern CO

Utilities
1.63K
+ 296.55%
$80.96 - $92.96 $132K - $152K
2.18K $201M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
3.41K
+ 73.65%
$38.54 - $41.5 $131K - $141K
8.03K $326M
XLU
Utilities Sector Spdr

ETFs
1.67K
+ 973.68%
$74.7 - $80.27 $124K - $134K
1.84K $145M
DUK
Duke Energy Corp

Utilities
933
+ 1110.71%
$105.87 - $121.97 $98.8K - $114K
1.02K $124M
SLV
I Shares Silver Trust

ETFs
1.82K
+ 16.04%
$26.93 - $31.32 $49K - $56.9K
13.2K $408M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
227
+ 72.99%
$507.05 - $563.67 $115K - $128K
538 $276M
LQD
Ishares Iboxx $ Investment Gra

ETFs
669
+ 3.98%
$105.1 - $109.61 $70.3K - $73.3K
17.5K $1.9B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.85K
+ 129.5%
$47.08 - $50.67 $87K - $93.6K
3.28K $165M
KRE
Spdr S&P Regional Banking ETF

ETFs
1.59K
+ 3695.35%
$55.11 - $65.5 $87.6K - $104K
1.63K $92.8M
EWA
Ishares Msci Australia ETF

ETFs
3.45K
+ 59.15%
$23.02 - $25.66 $79.3K - $88.4K
9.27K $217M
PINK
Simplify Exchange Traded Fds S

ETFs
3.59K
+ 4.51%
$28.87 - $31.11 $104K - $112K
83.1K $2.44B
IAU
Ishares Gold Trust

ETFs
69
+ 0.89%
$49.74 - $58.96 $3.43K - $4.07K
7.82K $461M
TLT
Ishares Barclays 20+ Year Trea

ETFs
803
+ 2974.07%
$85.29 - $92.57 $68.5K - $74.3K
830 $75.6M
EFV
Msci Eafe Value ETF

ETFs
223
+ 3.62%
$51.88 - $60.73 $11.6K - $13.5K
6.38K $376M
VONG
Vanguard Russell 1000 Growth E

ETFs
514
+ 3212.5%
$92.71 - $107.38 $47.7K - $55.2K
530 $49.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
961
+ 1.32%
$49.78 - $53.19 $47.8K - $51.1K
73.9K $3.77B
IFRA
Ishares Tr

ETFs
1.53K
+ 6.28%
$44.8 - $49.25 $68.4K - $75.2K
25.9K $1.17B
SOFI
So Fi Technologies, Inc.

Financial Services
3.32K
+ 3316.0%
$11.18 - $18.03 $37.1K - $59.8K
3.42K $39.7M
FTGC
First Trust Global Tactical CO

ETFs
883
+ 9.01%
$23.95 - $25.86 $21.1K - $22.8K
10.7K $273M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
25
+ 8.68%
$442.66 - $534.52 $11.1K - $13.4K
313 $167M
EEM
Ishares Msci Emerging Markets

ETFs
791
+ 99.62%
$40.81 - $45.34 $32.3K - $35.9K
1.59K $69.3M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
347
+ 15.11%
$81.83 - $82.73 $28.4K - $28.7K
2.64K $219M
GE
General Electric CO

Industrials
142
+ 14200.0%
$168.59 - $212.13 $23.9K - $30.1K
143 $28.6M
BROS
Dutch Bros Inc.

Consumer Cyclical
205
+ 14.75%
$55.77 - $85.37 $11.4K - $17.5K
1.6K $98.5M
IGV
Ishares Expanded Tech Software

ETFs
562
+ 21.8%
$88.3 - $107.83 $49.6K - $60.6K
3.14K $279M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
640
+ 50.31%
$28.69 - $31.94 $18.4K - $20.4K
1.91K $56.1M
VBR
Vanguard Small Cap Value ETF

ETFs
213
+ 10.29%
$183.02 - $207.75 $39K - $44.3K
2.28K $425M
XLP
Consumer Staples Sector Spdr

ETFs
156
+ 27.66%
N/A
720 $58.8M
TNA
Direxion Daily Small Cap Bull

ETFs
718
+ 135.22%
$28.89 - $46.57 $20.7K - $33.4K
1.25K $36.5M
IEF
Ishares Barclays

ETFs
78
+ 3.47%
$91.17 - $95.39 $7.11K - $7.44K
2.33K $222M
AFRM
Affirm Holdings, Inc.

Technology
312
+ 624.0%
$43.7 - $80.98 $13.6K - $25.3K
362 $16.4M
SIL
Global X Silver Miners ETF

ETFs
29
+ 1.93%
$31.91 - $40.68 $925 - $1.18K
1.53K $60.3M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
76
+ 1520.0%
$80.53 - $147.57 $6.12K - $11.2K
81 $10.7M
Ishares Ethereum Trust ETF
2.04K
+ 125.76%
N/A
3.66K $50.5M
ENVX
Enovix Corp

Industrials
1.69K
+ 184.02%
$7.21 - $14.33 $12.2K - $24.3K
2.61K $19.2M
RKLB
Rocket Lab Usa, Inc.

Industrials
537
+ 380.85%
$17.12 - $31.57 $9.19K - $17K
678 $12.1M
Activity Summary
Buys All Purchases 139 New Holdings 56 Increased Positions 83 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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