Copia Wealth Management Purchases in Q4 2024

Copia Wealth Management

  • $105 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
10
New
$233.76 - $261.58 $2.34K - $2.62K
10 $2.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
27
New
$87.1 - $98.49 $2.35K - $2.66K
27 $2.36M
IZRL
Ark ETF Tr Israel Innovative T

ETFs
101
New
$19.19 - $22.77 $1.94K - $2.3K
101 $2.26M
VCEL
Vericel Corp

Healthcare
40
New
$40.05 - $59.11 $1.6K - $2.36K
40 $2.2M
ABNB
Airbnb, Inc.

Consumer Cyclical
16
New
$125.36 - $147.37 $2.01K - $2.36K
16 $2.1M
DEO
Diageo PLC

Consumer Defensive
16
New
$118.0 - $139.88 $1.89K - $2.24K
16 $2.03M
COLB
Columbia Banking System, Inc.

Financial Services
72
New
$25.29 - $32.01 $1.82K - $2.3K
72 $1.95M
CTVA
Corteva, Inc.

Basic Materials
33
New
$55.21 - $64.13 $1.82K - $2.12K
33 $1.88M
ITW
Illinois Tool Works Inc

Industrials
7
New
$253.56 - $278.5 $1.77K - $1.95K
7 $1.78M
SYY
Sysco Corp

Consumer Defensive
23
New
$73.63 - $81.77 $1.69K - $1.88K
23 $1.76M
VONG
Vanguard Russell 1000 Growth E

ETFs
16
New
$95.27 - $107.82 $1.52K - $1.73K
16 $1.65M
ROKU
Roku, Inc

Communication Services
22
New
$64.08 - $84.12 $1.41K - $1.85K
22 $1.64M
MMM
3 M CO

Industrials
12
New
$124.74 - $137.12 $1.5K - $1.65K
12 $1.55M
SOFI
So Fi Technologies, Inc.

Financial Services
100
New
$7.63 - $16.88 $763 - $1.69K
100 $1.54M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
71
New
$20.06 - $25.14 $1.42K - $1.78K
71 $1.5M
ICE
Intercontinental Exchange, Inc.

Financial Services
10
New
$148.29 - $166.93 $1.48K - $1.67K
10 $1.49M
WM
Waste Management Inc

Industrials
7
New
$201.79 - $228.46 $1.41K - $1.6K
7 $1.41M
Amer Sports Inc Com Shs
50
New
N/A
50 $1.4M
A
Agilent Technologies, Inc.

Healthcare
10
New
$125.69 - $146.56 $1.26K - $1.47K
10 $1.34M
ET
Energy Transfer LP

Energy
68
New
$16.05 - $19.86 $1.09K - $1.35K
68 $1.33M
CPRI
Capri Holdings LTD

Consumer Cyclical
61
New
$19.39 - $43.18 $1.18K - $2.63K
61 $1.29M
SQ
Block, Inc.

Technology
15
New
$65.06 - $98.92 $976 - $1.48K
15 $1.28M
ISCG
Ishares Morningstar Small Cap

ETFs
25
New
$48.22 - $54.03 $1.21K - $1.35K
25 $1.24M
STKL
Sun Opta Inc.

Consumer Defensive
158
New
$5.72 - $7.89 $904 - $1.25K
158 $1.22M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
15
New
$58.32 - $85.45 $875 - $1.28K
15 $1.11M
HOOD
Robinhood Markets, Inc.

Technology
29
New
$22.33 - $43.2 $648 - $1.25K
29 $1.08M
IIPR
Innovative Industrial Properties Inc

Real Estate
14
New
$66.64 - $135.61 $933 - $1.9K
14 $933K
SONO
Sonos Inc

Technology
59
New
$11.62 - $15.07 $686 - $889
59 $887K
BYRN
Byrna Technologies Inc.

Industrials
30
New
$13.96 - $31.14 $419 - $934
30 $864K
SPG
Simon Property Group Inc

Real Estate
5
New
$167.23 - $183.84 $836 - $919
5 $861K
CFLT
Confluent, Inc.

Technology
30
New
$18.9 - $33.66 $567 - $1.01K
30 $839K
GIS
General Mills Inc

Consumer Defensive
13
New
$62.78 - $74.62 $816 - $970
13 $829K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
3
New
$260.96 - $307.26 $783 - $922
3 $814K
DELL
Dell Technologies Inc.

Technology
7
New
$111.96 - $144.21 $784 - $1.01K
7 $807K
KEYS
Keysight Technologies, Inc.

Technology
5
New
$149.01 - $172.53 $745 - $863
5 $803K
BUG
Global X Fds Cybersecurity ETF

ETFs
25
New
$30.13 - $34.51 $753 - $863
25 $802K
XLY
Select Sector Spdr Consumer Di

ETFs
3
New
$194.8 - $239.43 $584 - $718
3 $673K
GLW
Corning Inc

Technology
14
New
$44.11 - $49.76 $618 - $697
14 $665K
PSA
Public Storage

Real Estate
2
New
$289.33 - $360.21 $579 - $720
2 $599K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
40
New
$9.71 - $15.34 $388 - $614
40 $532K
RWX
Spdr Dow Jones International R

ETFs
23
New
$22.73 - $27.57 $523 - $634
23 $530K
TQQQ
Proshares Ultrapro Qqq

ETFs
6
New
$69.42 - $93.29 $417 - $560
6 $475K
CHWY
Chewy, Inc.

Consumer Cyclical
14
New
$26.51 - $35.87 $371 - $502
14 $469K
MDB
Mongo Db, Inc.

Technology
2
New
$232.81 - $350.13 $466 - $700
2 $466K
PFE
Pfizer Inc

Healthcare
17
New
$24.8 - $30.19 $422 - $513
17 $451K
KOS
Kosmos Energy Ltd.

Energy
130
New
$2.71 - $4.52 $352 - $588
130 $445K
UYG
Proshares Ultra Financials

ETFs
5
New
$75.09 - $96.7 $375 - $484
5 $427K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
5
New
$82.28 - $117.52 $411 - $588
5 $424K
WFC
Wells Fargo & Company

Financial Services
6
New
$54.98 - $77.35 $330 - $464
6 $421K
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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