Copia Wealth Management Purchases in Q4 2024

Copia Wealth Management

  • $105 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EIX
Edison International

Utilities
143
New
$77.93 - $88.36 $11.1K - $12.6K
143 $11.4M
IRT
Independence Realty Trust, Inc.

Real Estate
574
New
$18.78 - $22.01 $10.8K - $12.6K
574 $11.4M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
177
New
$58.39 - $67.04 $10.3K - $11.9K
177 $11.2M
VIS
Vanguard Industrial ETF

ETFs
44
New
$254.39 - $279.7 $11.2K - $12.3K
44 $11.2M
QCOM
Qualcomm Inc

Technology
70
New
$150.4 - $178.04 $10.5K - $12.5K
70 $10.8M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
220
New
$47.58 - $48.56 $10.5K - $10.7K
220 $10.5M
FTV
Fortive Corp

Technology
140
New
$71.16 - $79.68 $9.96K - $11.2K
140 $10.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
20
New
$501.29 - $612.85 $10K - $12.3K
20 $10.4M
EMR
Emerson Electric CO

Industrials
83
New
$108.13 - $134.33 $8.97K - $11.1K
83 $10.3M
LMT
Lockheed Martin Corp

Industrials
21
New
$479.66 - $614.62 $10.1K - $12.9K
21 $10.2M
ENVX
Enovix Corp

Industrials
920
New
$8.03 - $12.81 $7.39K - $11.8K
920 $10M
ASML
Asml Holding Nv

Technology
14
New
$658.43 - $872.27 $9.22K - $12.2K
14 $9.7M
TJX
Tjx Companies Inc

Consumer Cyclical
80
New
$112.15 - $127.2 $8.97K - $10.2K
80 $9.67M
PH
Parker Hannifin Corp

Industrials
15
New
$621.74 - $709.46 $9.33K - $10.6K
15 $9.54M
GWW
W.W. Grainger, Inc.

Industrials
9
New
$1023.06 - $1220.93 $9.21K - $11K
9 $9.49M
SPGI
S&P Global Inc.

Financial Services
19
New
$480.36 - $529.17 $9.13K - $10.1K
19 $9.46M
PULS
Pgim ETF Tr

ETFs
188
New
$49.51 - $49.79 $9.31K - $9.36K
188 $9.32M
RSP
Invesco S&P 500 Equal Weight E

ETFs
53
New
$174.22 - $187.62 $9.23K - $9.94K
53 $9.29M
Aegon LTD Amer Reg 1 Cert
1.58K
New
N/A
1.58K $9.28M
DUK
Duke Energy Corp

Utilities
84
New
$105.76 - $120.76 $8.88K - $10.1K
84 $9.05M
IOO
Ishares Tr Global 100 ETF

ETFs
88
New
$97.46 - $103.45 $8.58K - $9.1K
88 $8.87M
SPXC
Spx Corp

Industrials
60
New
$143.2 - $181.56 $8.59K - $10.9K
60 $8.73M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
64
New
$131.66 - $144.0 $8.43K - $9.22K
64 $8.45M
Linde PLC Shs
20
New
N/A
20 $8.37M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
79
New
$103.6 - $112.52 $8.18K - $8.89K
79 $8.29M
AMAT
Applied Materials Inc

Technology
50
New
$161.44 - $213.89 $8.07K - $10.7K
50 $8.13M
XYL
Xylem Inc.

Industrials
70
New
$116.02 - $137.45 $8.12K - $9.62K
70 $8.12M
Knife River Corp Common Stock
79
New
N/A
79 $8.03M
EXPE
Expedia Group, Inc.

Consumer Cyclical
43
New
$146.47 - $191.01 $6.3K - $8.21K
43 $8.01M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
40
New
$172.07 - $207.36 $6.88K - $8.29K
40 $7.9M
RWR
Spdr Dow Jones Reit ETF

ETFs
79
New
$97.84 - $108.61 $7.73K - $8.58K
79 $7.81M
RS
Reliance Steel & Aluminum CO

Basic Materials
29
New
$264.2 - $326.32 $7.66K - $9.46K
29 $7.75M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
164
New
$46.96 - $51.46 $7.7K - $8.44K
164 $7.74M
MUSA
Murphy Usa Inc.

Consumer Cyclical
15
New
$473.11 - $555.48 $7.1K - $8.33K
15 $7.53M
ADSK
Autodesk, Inc.

Technology
25
New
N/A
25 $7.39M
FCOM
Fidelity Covington Tr Msci Com

ETFs
125
New
$54.65 - $61.96 $6.83K - $7.75K
125 $7.34M
PEP
Pepsico Inc

Consumer Defensive
48
New
$151.29 - $176.1 $7.26K - $8.45K
48 $7.3M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
114
New
$63.27 - $70.31 $7.21K - $8.02K
114 $7.24M
IXUS
Ishares Tr

ETFs
109
New
$65.95 - $72.56 $7.19K - $7.91K
109 $7.21M
BRO
Brown & Brown, Inc.

Financial Services
70
New
$100.93 - $113.42 $7.07K - $7.94K
70 $7.14M
OMFL
Invesco Exchange Traded Self I

ETFs
130
New
$52.49 - $56.58 $6.82K - $7.36K
130 $7.05M
COP
Conocophillips

Energy
70
New
$95.12 - $114.72 $6.66K - $8.03K
70 $6.94M
MCK
Mckesson Corp

Healthcare
12
New
$482.27 - $628.5 $5.79K - $7.54K
12 $6.91M
CI
Cigna Corp

Healthcare
25
New
$265.59 - $358.58 $6.64K - $8.96K
25 $6.9M
MELI
Mercadolibre Inc

Consumer Cyclical
4
New
$1666.0 - $2117.3 $6.66K - $8.47K
4 $6.8M
AN
Autonation, Inc.

Consumer Cyclical
40
New
$155.47 - $182.16 $6.22K - $7.29K
40 $6.79M
CMCSA
Comcast Corp

Communication Services
170
New
$37.39 - $45.14 $6.36K - $7.67K
170 $6.38M
NOW
Service Now, Inc.

Technology
6
New
$867.18 - $1148.42 $5.2K - $6.89K
6 $6.36M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
138
New
$42.32 - $55.35 $5.84K - $7.64K
138 $5.9M
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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