Copia Wealth Management New Holdings in Q4 2024

Copia Wealth Management

  • $105 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
2.17K
New
$60.73 - $64.94 $131K - $141K
2.17K $133M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
288
New
$442.29 - $483.08 $127K - $139K
288 $131M
IWP
Ishares Russell Mid Cap Growth

ETFs
989
New
$116.4 - $138.52 $115K - $137K
989 $125M
GOOGL
Alphabet Inc.

Communication Services
645
New
$161.86 - $196.66 $104K - $127K
645 $122M
QTEC
First Trust Nasdaq 100 Technol

ETFs
636
New
$185.87 - $204.12 $118K - $130K
636 $120M
DBP
Invesco Db Precious Metals Fund

ETFs
1.87K
New
$60.3 - $67.85 $113K - $127K
1.87K $114M
SPYG
Spdr Portfolio

ETFs
1.28K
New
$81.74 - $91.38 $105K - $117K
1.28K $113M
META
Meta Platforms, Inc.

Communication Services
184
New
$554.08 - $632.68 $102K - $116K
184 $108M
RH
Rh

Consumer Cyclical
269
New
$311.9 - $446.04 $83.9K - $120K
269 $106M
PM
Philip Morris International Inc.

Consumer Defensive
878
New
$118.38 - $133.06 $104K - $117K
878 $106M
XLI
Industrial Sector Spdr

ETFs
755
New
$131.76 - $143.99 $99.5K - $109K
755 $99.5M
EWJV
Ishares Tr Msci Japan Value Et
3.1K
New
N/A
3.1K $97M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.02K
New
$91.29 - $91.8 $93.2K - $93.7K
1.02K $93.4M
HYLS
First Tr Tactical High Yield L

ETFs
2.18K
New
$41.29 - $42.03 $89.8K - $91.4K
2.18K $89.9M
URA
Global X Uranium ETF

ETFs
3.31K
New
$26.78 - $33.46 $88.6K - $111K
3.31K $88.6M
MPC
Marathon Petroleum Corp

Energy
630
New
$131.65 - $174.84 $82.9K - $110K
630 $87.9M
CXW
Core Civic, Inc.

Real Estate
3.75K
New
$12.43 - $23.94 $46.6K - $89.8K
3.75K $81.5M
JPM
Jpmorgan Chase & CO

Financial Services
334
New
$205.18 - $250.29 $68.5K - $83.6K
334 $80.1M
IIGD
Invesco Exch Trd Self Indexed

ETFs
3.19K
New
$24.14 - $24.81 $77K - $79.1K
3.19K $77.2M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.29K
New
$45.39 - $62.98 $58.4K - $81K
1.29K $73M
BROS
Dutch Bros Inc.

Consumer Cyclical
1.39K
New
$30.72 - $55.82 $42.7K - $77.6K
1.39K $72.8M
OEF
Ishares S&P 100 ETF

ETFs
248
New
N/A
248 $71.6M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.18K
New
$60.13 - $67.31 $70.9K - $79.4K
1.18K $71.6M
USRT
Ishares Core U.S. Reit ETF

ETFs
1.25K
New
$55.97 - $62.75 $69.8K - $78.2K
1.25K $71.5M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.43K
New
$47.77 - $51.75 $68.2K - $73.8K
1.43K $68.9M
PG
Procter & Gamble CO

Consumer Defensive
406
New
$161.05 - $179.7 $65.4K - $73K
406 $68.1M
ECOW
Pacer Fds Tr Emerging Markets

ETFs
3.5K
New
$19.41 - $22.68 $67.9K - $79.4K
3.5K $67.9M
GOOG
Alphabet Inc.

Communication Services
355
New
$163.08 - $198.16 $57.9K - $70.3K
355 $67.6M
Invesco S&P Smallcap Energy ETF
1.33K
New
N/A
1.33K $64.3M
IWV
Ishares Russell 3000 ETF

ETFs
192
New
$323.08 - $349.08 $62K - $67K
192 $64.2M
MO
Altria Group, Inc.

Consumer Defensive
1.18K
New
$49.06 - $57.74 $57.9K - $68.2K
1.18K $61.8M
DRLL
Ea Ser Tr Strive U S Energy Et
2.26K
New
N/A
2.26K $61.7M
DLR
Digital Realty Trust, Inc.

Real Estate
346
New
$156.46 - $195.69 $54.1K - $67.7K
346 $61.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
450
New
$124.26 - $134.12 $55.9K - $60.4K
450 $57.9M
IEMG
Ishares Inc

ETFs
1.04K
New
N/A
1.04K $54.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
554
New
$96.64 - $101.23 $53.5K - $56.1K
554 $53.7M
BLOK
Amplify ETF Tr Trnsformational

ETFs
1.24K
New
$36.5 - $53.22 $45.3K - $66K
1.24K $53.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
929
New
$57.29 - $63.1 $53.2K - $58.6K
929 $53.3M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
1.5K
New
$34.66 - $42.95 $52.1K - $64.5K
1.5K $53M
VEA
Vanguard Ftse Developed Market

ETFs
1.09K
New
$47.57 - $52.44 $51.6K - $56.9K
1.09K $51.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
580
New
$87.25 - $95.52 $50.6K - $55.4K
580 $51.3M
HON
Honeywell International Inc

Industrials
226
New
$202.84 - $236.0 $45.8K - $53.3K
226 $51.1M
NVDA
Nvidia Corp

Technology
375
New
$117.0 - $148.88 $43.9K - $55.8K
375 $50.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
971
New
$51.54 - $52.55 $50K - $51K
971 $50.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
85
New
$567.81 - $607.81 $48.3K - $51.7K
85 $49.8M
FDN
First Tr Fd Dow Jones

ETFs
204
New
$210.5 - $257.24 $42.9K - $52.5K
204 $49.6M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.13K
New
$43.02 - $47.32 $48.4K - $53.2K
1.13K $48.7M
SIL
Global X Silver Miners ETF

ETFs
1.5K
New
$31.61 - $41.98 $47.4K - $63K
1.5K $47.7M
HD
Home Depot, Inc.

Consumer Cyclical
121
New
$385.02 - $431.37 $46.6K - $52.2K
121 $47.1M
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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