Copia Wealth Management New Holdings in Q2 2025

Copia Wealth Management

  • $119 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EWZ
Ishares Inc Msci Brazil ETF

ETFs
3.4K
New
$23.44 - $28.85 $79.6K - $98K
3.4K $98M
Global X Defense Tech ETF
1.38K
New
N/A
1.38K $83.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.21K
New
$29.12 - $35.84 $64.4K - $79.2K
2.21K $79.2M
DFAX
Dimensional ETF Tr
1.89K
New
$23.37 - $29.39 $44.2K - $55.6K
1.89K $55.6M
WELL
Welltower Inc.

Real Estate
333
New
$136.49 - $155.22 $45.5K - $51.7K
333 $51.2M
GII
Spdr S&P Global Infrasture ETF

ETFs
728
New
$57.32 - $67.33 $41.7K - $49K
728 $49M
EA
Electronic Arts Inc.

Communication Services
276
New
$132.53 - $159.7 $36.6K - $44.1K
276 $44.1M
Rocket Lab Corp Com
758
New
N/A
758 $27.1M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
288
New
$75.29 - $91.16 $21.7K - $26.3K
288 $26M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
205
New
$90.85 - $102.31 $18.6K - $21K
205 $20.6M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
167
New
$72.71 - $82.56 $12.1K - $13.8K
167 $13.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
164
New
$45.12 - $46.23 $7.4K - $7.58K
164 $7.58M
EWZS
Ishares Msci Brazil Small Cap

ETFs
505
New
$9.92 - $13.26 $5.01K - $6.7K
505 $6.7M
DAX
Global X Fds Dax Germany ETF

ETFs
121
New
$34.84 - $44.93 $4.22K - $5.44K
121 $5.44M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
97
New
$47.13 - $52.52 $4.57K - $5.09K
97 $4.89M
AIQ
Global X Funds Global X Artifi

ETFs
103
New
$31.5 - $43.69 $3.24K - $4.5K
103 $4.5M
DKNG
Draft Kings Inc.

Consumer Cyclical
102
New
$31.67 - $42.89 $3.23K - $4.37K
102 $4.38M
EWK
Ishares Inc Msci Belgium ETF

ETFs
181
New
$18.27 - $22.45 $3.31K - $4.06K
181 $3.99M
MBB
Ishares Tr

ETFs
42
New
$91.41 - $94.22 $3.84K - $3.96K
42 $3.94M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
103
New
$35.3 - $37.51 $3.64K - $3.86K
103 $3.86M
SJNK
Spdr Bloomberg Short Term High

ETFs
132
New
$24.12 - $25.48 $3.18K - $3.36K
132 $3.36M
GPOR
Gulfport Energy Corp

Energy
16
New
$158.62 - $206.57 $2.54K - $3.31K
16 $3.22M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
40
New
$60.21 - $75.37 $2.41K - $3.01K
40 $2.95M
QTUM
ETF Ser Solutions Defiance Qua
31
New
N/A
31 $2.85M
VRT
Vertiv Holdings CO

Industrials
22
New
N/A
22 $2.83M
CHK
Chesapeake Energy Corp

Energy
24
New
N/A
24 $2.81M
AXP
American Express CO

Financial Services
7
New
$231.39 - $318.98 $1.62K - $2.23K
7 $2.23M
ISRG
Intuitive Surgical Inc

Healthcare
4
New
$451.58 - $565.94 $1.81K - $2.26K
4 $2.17M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
27
New
$60.22 - $80.1 $1.63K - $2.16K
27 $2.16M
GVAL
Cambria Global Value ETF
73
New
N/A
73 $1.99M
EWP
Ishares Inc Msci Spain ETF

ETFs
44
New
$34.15 - $44.03 $1.5K - $1.94K
44 $1.94M
XLV
Select Sector Spdr Fund Health

ETFs
14
New
$128.77 - $144.3 $1.8K - $2.02K
14 $1.89M
LHX
L3 Harris Technologies, Inc.

Industrials
7
New
$200.21 - $256.99 $1.4K - $1.8K
7 $1.76M
XLB
Select Sector Spdr Fd Material

ETFs
19
New
$74.27 - $88.92 $1.41K - $1.69K
19 $1.67M
EOG
Eog Resources Inc

Energy
13
New
$104.61 - $129.97 $1.36K - $1.69K
13 $1.56M
CPER
United States Copper Index Fun

ETFs
40
New
$25.72 - $31.7 $1.03K - $1.27K
40 $1.27M
Ralliant Corp Com
23
New
N/A
23 $1.22M
SIVR
Abrdn Silver ETF Trust

ETFs
35
New
$28.36 - $35.37 $993 - $1.24K
35 $1.2M
Sprott Junior Uranium Miners ETF
54
New
N/A
54 $1.14M
BNDX
Vanguard Total International B

ETFs
21
New
$48.77 - $49.55 $1.02K - $1.04K
21 $1.04M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
11
New
$69.8 - $85.28 $768 - $938
11 $912K
XLY
Select Sector Spdr Consumer Di

ETFs
3
New
$176.34 - $218.59 $529 - $656
3 $652K
Fidelity Enhanced Small Cap ETF
8
New
N/A
8 $256K
SFYX
Tidal ETF Tr Sofi Next 500 ETF

ETFs
15
New
$11.83 - $14.93 $177 - $224
15 $224K
DDOG
Datadog, Inc.

Technology
1
New
$87.0 - $134.33 $87 - $134
1 $134K
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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