Copia Wealth Management Purchases in Q3 2025

Copia Wealth Management

  • $135 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITW
Illinois Tool Works Inc

Industrials
252
+ 3600.0%
$252.31 - $269.41 $63.6K - $67.9K
259 $67.5M
VBR
Vanguard Small Cap Value ETF

ETFs
148
+ 5.9%
$195.41 - $212.37 $28.9K - $31.4K
2.66K $555M
ABBV
Abb Vie Inc.

Healthcare
260
+ 240.74%
$184.85 - $231.54 $48.1K - $60.2K
368 $85.2M
AFL
Aflac Inc

Financial Services
564
+ 289.23%
$98.09 - $111.7 $55.3K - $63K
759 $84.8M
XLF
Financial Sector Spdr

ETFs
776
+ 5.5%
$51.37 - $54.25 $39.9K - $42.1K
14.9K $802M
CSCO
Cisco Systems, Inc.

Technology
875
New
$66.2 - $71.79 $57.9K - $62.8K
875 $59.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
131
+ 3.59%
$164.63 - $174.58 $21.6K - $22.9K
3.78K $660M
QQQ
Invesco Qqq Trust, Series 1

ETFs
54
+ 9.71%
$546.99 - $602.2 $29.5K - $32.5K
610 $366M
SOFI
So Fi Technologies, Inc.

Financial Services
504
+ 9.01%
$17.64 - $29.81 $8.89K - $15K
6.1K $161M
UNH
Unitedhealth Group Inc

Healthcare
157
+ 189.16%
$237.77 - $353.61 $37.3K - $55.5K
240 $82.9M
ADI
Analog Devices Inc

Technology
212
+ 883.33%
$220.68 - $255.63 $46.8K - $54.2K
236 $58M
JNJ
Johnson & Johnson

Healthcare
264
+ 880.0%
$155.17 - $185.42 $41K - $49K
294 $54.5M
AMGN
Amgen Inc

Healthcare
175
+ 137.8%
$271.18 - $309.22 $47.5K - $54.1K
302 $85.2M
NVDA
Nvidia Corp

Technology
177
+ 37.82%
$153.3 - $186.58 $27.1K - $33K
645 $120M
PKB
Invesco Exchange Traded Fd Tr

ETFs
478
New
$81.29 - $95.6 $38.9K - $45.7K
478 $45.7M
XLK
Technology Sector Spdr

ETFs
12
+ 0.83%
$250.97 - $282.66 $3.01K - $3.39K
1.46K $410M
IGV
Ishares Expanded Tech Software

ETFs
315
+ 29.01%
$105.96 - $117.79 $33.4K - $37.1K
1.4K $161M
PLTR
Palantir Technologies Inc.

Technology
85
+ 14.91%
$130.68 - $186.97 $11.1K - $15.9K
655 $119M
AMZN
Amazon Com Inc

Consumer Cyclical
184
+ 3.6%
$211.65 - $238.24 $38.9K - $43.8K
5.29K $1.16B
EMR
Emerson Electric CO

Industrials
310
+ 373.49%
$128.6 - $149.63 $39.9K - $46.4K
393 $51.6M
LHX
L3 Harris Technologies, Inc.

Industrials
129
+ 1842.86%
$252.18 - $305.41 $32.5K - $39.4K
136 $41.5M
EOSE
Eos Energy Enterprises, Inc.

Industrials
1.7K
+ 54.71%
$4.63 - $11.17 $7.85K - $18.9K
4.8K $54.6M
HD
Home Depot, Inc.

Consumer Cyclical
84
+ 69.42%
$357.4 - $423.42 $30K - $35.6K
205 $83.1M
ABT
Abbott Laboratories

Healthcare
280
New
$120.51 - $136.62 $33.7K - $38.3K
280 $37.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
178
+ 335.85%
$181.56 - $190.33 $32.3K - $33.9K
231 $43.8M
PG
Procter & Gamble CO

Consumer Defensive
236
+ 58.13%
$150.47 - $161.22 $35.5K - $38K
642 $98.6M
QTUM
ETF Ser Solutions Defiance Qua
315
+ 1016.13%
N/A
346 $36.3M
ACN
Accenture PLC

Technology
133
New
$232.56 - $304.78 $30.9K - $40.5K
133 $32.8M
ABC
Amerisourcebergen Corp

Healthcare
101
+ 505.0%
N/A
121 $37.8M
PWR
Quanta Services, Inc.

Industrials
68
+ 101.49%
$372.29 - $421.68 $25.3K - $28.7K
135 $55.9M
PCT
Pure Cycle Technologies, Inc.

Industrials
4.76K
+ 8.04%
$12.21 - $16.92 $58.2K - $80.6K
64K $842M
URA
Global X Uranium ETF

ETFs
23
+ 0.71%
$36.45 - $50.4 $838 - $1.16K
3.28K $156M
ADP
Automatic Data Processing Inc

Industrials
110
+ 68.75%
$288.69 - $310.94 $31.8K - $34.2K
270 $79.2M
CL
Colgate Palmolive CO

Consumer Defensive
359
New
$79.36 - $93.33 $28.5K - $33.5K
359 $28.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
37
+ 45.68%
$617.65 - $666.84 $22.9K - $24.7K
118 $78.6M
SAP
Sap Se

Technology
106
New
$252.42 - $311.93 $26.8K - $33.1K
106 $28.3M
XLI
Industrial Sector Spdr

ETFs
172
+ 92.97%
$147.94 - $154.99 $25.4K - $26.7K
357 $55.1M
BLOK
Amplify ETF Tr Trnsformational

ETFs
299
+ 42.29%
$56.05 - $67.13 $16.8K - $20.1K
1.01K $67.4M
SYK
Stryker Corp

Healthcare
69
+ 181.58%
$368.57 - $403.53 $25.4K - $27.8K
107 $39.6M
SNOW
Snowflake Inc.

Technology
104
+ 110.64%
$191.73 - $241.0 $19.9K - $25.1K
198 $44.7M
EWJV
Ishares Tr Msci Japan Value Et
185
+ 5.37%
N/A
3.63K $142M
IWN
Ishares Russell2000 Val ETF

ETFs
9
+ 0.95%
$157.1 - $178.94 $1.41K - $1.61K
957 $169M
NKE
Nike, Inc.

Consumer Cyclical
367
+ 7.87%
$69.24 - $79.24 $25.4K - $29.1K
5.03K $351M
PANW
Palo Alto Networks Inc

Technology
100
+ 10.32%
$167.06 - $208.19 $16.7K - $20.8K
1.07K $218M
EA
Electronic Arts Inc.

Communication Services
32
+ 11.59%
$147.79 - $202.05 $4.73K - $6.47K
308 $62.1M
NFLX
Netflix Inc

Communication Services
19
+ 45.24%
$1147.87 - $1297.18 $21.8K - $24.6K
61 $73.1M
MCHI
Ishares Msci China ETF

ETFs
110
+ 13.06%
$54.58 - $65.85 $6K - $7.24K
952 $62.7M
CVX
Chevron Corp

Energy
61
+ 11.11%
$145.57 - $161.83 $8.88K - $9.87K
610 $94.7M
SO
Southern CO

Utilities
100
+ 4.56%
$90.83 - $96.0 $9.08K - $9.6K
2.3K $217M
Activity Summary
Buys All Purchases 157 New Holdings 26 Increased Positions 131 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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