Copia Wealth Management Incresed Positions in Q2 2025

Copia Wealth Management

  • $119 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
630
+ 75.54%
$32.99 - $38.56 $20.8K - $24.3K
1.46K $55.6M
PWR
Quanta Services, Inc.

Industrials
56
+ 509.09%
$239.47 - $381.26 $13.4K - $21.4K
67 $25.3M
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
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
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
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
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
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
Fidelity Wise Origin Bitcoin Fund
64
+ 266.67%
N/A
88 $8.27M
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
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
RING
Ishares Inc Msci Global Gold M

ETFs
69
+ 37.3%
$34.72 - $45.62 $2.4K - $3.15K
254 $11.1M
UFO
Procure ETF Tr Ii Procure Spac

ETFs
126
+ 420.0%
$19.41 - $28.74 $2.45K - $3.62K
156 $4.48M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
28
+ 26.67%
$116.93 - $119.39 $3.27K - $3.34K
133 $15.8M
INDY
Ishares India 50 ETF

ETFs
36
+ 9.92%
$48.44 - $54.73 $1.74K - $1.97K
399 $21.7M
U
Unity Software Inc.

Technology
104
+ 1733.33%
$16.75 - $26.24 $1.74K - $2.73K
110 $2.66M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
24
+ 0.91%
$82.21 - $83.12 $1.97K - $1.99K
2.67K $221M
ALLY
Ally Financial Inc.

Financial Services
12
+ 1.63%
$30.09 - $38.95 $361 - $467
747 $29.1M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
93
+ 12.62%
$45.07 - $52.57 $4.19K - $4.89K
830 $40.6M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
60
+ 49.18%
$29.44 - $33.91 $1.77K - $2.03K
182 $5.95M
VDE
Vanguard Energy ETF

ETFs
24
+ 28.92%
$105.87 - $130.56 $2.54K - $3.13K
107 $12.7M
HUBS
Hubspot Inc

Technology
3
+ 27.27%
$487.07 - $672.24 $1.46K - $2.02K
14 $7.79M
IXUS
Ishares Tr

ETFs
6
+ 5.5%
$62.37 - $77.63 $374 - $466
115 $8.89M
XLP
Consumer Staples Sector Spdr

ETFs
20
+ 2.78%
N/A
740 $59.9M
SO
Southern CO

Utilities
14
+ 0.64%
$84.91 - $92.56 $1.19K - $1.3K
2.2K $202M
LLY
Eli Lilly & CO

Healthcare
3
+ 9.68%
$713.71 - $898.95 $2.14K - $2.7K
34 $26.5M
SONO
Sonos Inc

Technology
31
+ 52.54%
$7.7 - $11.25 $239 - $349
90 $973K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4
+ 15.38%
$24.98 - $25.66 $99.9 - $103
30 $768K
ABBV
Abb Vie Inc.

Healthcare
10
+ 10.2%
$170.16 - $206.27 $1.7K - $2.06K
108 $20M
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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