Copia Wealth Management Purchases in Q4 2024

Copia Wealth Management

  • $105 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DSI
Ishares Msci Kld 400 Social Et

ETFs
210
New
$107.41 - $115.71 $22.6K - $24.3K
210 $23.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
299
New
$77.02 - $78.58 $23K - $23.5K
299 $23.1M
MRK
Merck & Co., Inc.

Healthcare
227
New
$96.31 - $114.76 $21.9K - $26.1K
227 $22.6M
SILV
Silver Crest Metals Inc.

Basic Materials
2.48K
New
$8.92 - $11.65 $22.1K - $28.8K
2.48K $22.5M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
90
New
$225.16 - $265.16 $20.3K - $23.9K
90 $22.4M
TNA
Direxion Daily Small Cap Bull

ETFs
531
New
$41.4 - $56.28 $22K - $29.9K
531 $22.2M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
696
New
$30.93 - $33.94 $21.5K - $23.6K
696 $21.6M
AMP
Ameriprise Financial Inc

Financial Services
40
New
$473.15 - $574.01 $18.9K - $23K
40 $21.3M
SNAP
Snap Inc

Communication Services
1.9K
New
$9.98 - $12.86 $19K - $24.4K
1.9K $20.5M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
419
New
$47.63 - $52.63 $20K - $22.1K
419 $20.2M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
172
New
$114.08 - $125.68 $19.6K - $21.6K
172 $19.7M
PXE
Invesco Exchange Traded Fd Tr

ETFs
660
New
$28.09 - $32.7 $18.5K - $21.6K
660 $19.5M
NVS
Novartis Ag

Healthcare
200
New
$96.78 - $117.18 $19.4K - $23.4K
200 $19.5M
LLY
Eli Lilly & CO

Healthcare
25
New
$727.2 - $932.06 $18.2K - $23.3K
25 $19.3M
BTI
British American Tobacco P.L.C.

Consumer Defensive
528
New
$34.25 - $37.94 $18.1K - $20K
528 $19.2M
WMB
Williams Companies, Inc.

Energy
351
New
$46.37 - $59.74 $16.3K - $21K
351 $19M
XAR
Spdr S&P Aerospace & Defense E

ETFs
113
New
$153.8 - $176.52 $17.4K - $19.9K
113 $18.7M
IBM
International Business Machines Corp

Technology
85
New
$204.9 - $238.04 $17.4K - $20.2K
85 $18.7M
FXL
First Tr Exchange Traded Fd Fi

ETFs
125
New
$136.18 - $158.26 $17K - $19.8K
125 $18.6M
INDY
Ishares India 50 ETF

ETFs
363
New
$50.84 - $56.05 $18.5K - $20.3K
363 $18.5M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
1.03K
New
$17.44 - $19.38 $18K - $20K
1.03K $18.3M
ABBV
Abb Vie Inc.

Healthcare
98
New
$164.99 - $203.87 $16.2K - $20K
98 $17.4M
WMT
Walmart Inc.

Consumer Defensive
186
New
$79.1 - $95.7 $14.7K - $17.8K
186 $16.8M
APH
Amphenol Corp

Technology
240
New
$62.07 - $75.35 $14.9K - $18.1K
240 $16.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
373
New
$44.04 - $49.49 $16.4K - $18.5K
373 $16.4M
SYK
Stryker Corp

Healthcare
43
New
$345.14 - $392.15 $14.8K - $16.9K
43 $15.5M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
161
New
$89.97 - $98.59 $14.5K - $15.9K
161 $15.3M
LEU
Centrus Energy Corp

Energy
225
New
$55.8 - $109.53 $12.6K - $24.6K
225 $15M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
172
New
$81.6 - $90.89 $14K - $15.6K
172 $14.8M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
163
New
$88.59 - $94.57 $14.4K - $15.4K
163 $14.5M
CAT
Caterpillar Inc

Industrials
38
New
$360.37 - $416.88 $13.7K - $15.8K
38 $13.7M
FBT
First Trust Nyse Arca Biotechn

ETFs
82
New
$161.65 - $178.69 $13.3K - $14.7K
82 $13.6M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
147
New
$89.81 - $104.0 $13.2K - $15.3K
147 $13.2M
AIZ
Assurant, Inc.

Financial Services
62
New
$186.6 - $228.68 $11.6K - $14.2K
62 $13.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
62
New
$209.89 - $233.24 $13K - $14.5K
62 $13.2M
XLU
Utilities Sector Spdr

ETFs
171
New
$74.89 - $82.93 $12.8K - $14.2K
171 $12.9M
FDL
First Tr Morningstar Dividend

ETFs
318
New
$39.59 - $43.95 $12.6K - $14K
318 $12.8M
V
Visa Inc.

Financial Services
40
New
$273.87 - $320.91 $11K - $12.8K
40 $12.6M
ORCL
Oracle Corp

Technology
75
New
$165.41 - $192.43 $12.4K - $14.4K
75 $12.5M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
164
New
$75.65 - $83.47 $12.4K - $13.7K
164 $12.5M
CB
Chubb LTD

Financial Services
45
New
$271.57 - $301.89 $12.2K - $13.6K
45 $12.4M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
114
New
$108.28 - $117.54 $12.3K - $13.4K
114 $12.4M
Blackrock Inc Com
12
New
N/A
12 $12.3M
XOM
Exxon Mobil Corp

Energy
113
New
$105.51 - $125.37 $11.9K - $14.2K
113 $12.2M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
105
New
$115.08 - $119.55 $12.1K - $12.6K
105 $12.1M
CACI
Caci International Inc

Technology
30
New
N/A
30 $12.1M
TWLO
Twilio Inc

Communication Services
109
New
$63.73 - $114.96 $6.95K - $12.5K
109 $11.8M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
88
New
$125.5 - $148.67 $11K - $13.1K
88 $11.6M
VOX
Vanguard Communication Service

ETFs
75
New
$144.31 - $163.57 $10.8K - $12.3K
75 $11.6M
Activity Summary
Buys All Purchases 425 New Holdings 425 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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