Copia Wealth Management New Holdings in Q4 2024

Copia Wealth Management

  • $105 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
160
New
$280.08 - $307.97 $44.8K - $49.3K
160 $46.8M
PLTR
Palantir Technologies Inc.

Technology
605
New
$36.46 - $82.38 $22.1K - $49.8K
605 $45.8M
SO
Southern CO

Utilities
550
New
$81.5 - $94.15 $44.8K - $51.8K
550 $45.3M
AMGN
Amgen Inc

Healthcare
171
New
$258.78 - $328.31 $44.3K - $56.1K
171 $44.6M
XLP
Consumer Staples Sector Spdr

ETFs
564
New
N/A
564 $44.3M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
1.17K
New
$29.11 - $41.59 $34.1K - $48.7K
1.17K $43.4M
UNH
Unitedhealth Group Inc

Healthcare
83
New
$485.52 - $625.25 $40.3K - $51.9K
83 $42M
Ishares Ethereum Trust ETF
1.62K
New
N/A
1.62K $40.9M
VDE
Vanguard Energy ETF

ETFs
326
New
$116.67 - $136.78 $38K - $44.6K
326 $39.5M
IWS
Ishares Russell Midcap Value E

ETFs
300
New
$128.08 - $140.32 $38.4K - $42.1K
300 $38.8M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
1.27K
New
$29.34 - $32.61 $37.3K - $41.5K
1.27K $38.1M
NFLX
Netflix Inc

Communication Services
42
New
$687.65 - $936.56 $28.9K - $39.3K
42 $37.4M
BITO
Proshares Tr Bitcoin Strategy

ETFs
1.62K
New
$16.99 - $27.42 $27.6K - $44.5K
1.62K $37M
TRGP
Targa Resources Corp.

Energy
205
New
$150.58 - $207.69 $30.9K - $42.6K
205 $36.6M
SOXL
Direxion Daily Semiconductor B

ETFs
1.33K
New
$26.3 - $40.82 $35K - $54.2K
1.33K $36.3M
NEE
Nextera Energy Inc

Utilities
504
New
$69.77 - $85.43 $35.2K - $43.1K
504 $36.1M
PSX
Phillips 66

Energy
317
New
$110.35 - $138.93 $35K - $44K
317 $36.1M
DIS
Walt Disney CO

Communication Services
323
New
$92.39 - $117.6 $29.8K - $38K
323 $36M
EPD
Enterprise Products Partners L.P.

Energy
1.11K
New
$28.66 - $34.43 $31.8K - $38.2K
1.11K $34.8M
RWK
Invesco Exchange Traded Fd Tr

ETFs
299
New
$114.67 - $126.49 $34.3K - $37.8K
299 $34.8M
EEM
Ishares Msci Emerging Markets

ETFs
794
New
$41.82 - $47.36 $33.2K - $37.6K
794 $33.2M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
564
New
$57.38 - $61.11 $32.4K - $34.5K
564 $32.9M
MCD
Mcdonalds Corp

Consumer Cyclical
106
New
$288.47 - $316.54 $30.6K - $33.6K
106 $30.7M
VGT
Vanguard Information Technolog

ETFs
49
New
$571.78 - $647.97 $28K - $31.8K
49 $30.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
300
New
$94.43 - $105.47 $28.3K - $31.6K
300 $30.5M
DVA
Davita Inc.

Healthcare
202
New
$139.81 - $167.96 $28.2K - $33.9K
202 $30.2M
TXN
Texas Instruments Inc

Technology
161
New
N/A
161 $30.2M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
1.03K
New
$28.89 - $31.63 $29.7K - $32.5K
1.03K $30M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
334
New
$84.34 - $95.14 $28.2K - $31.8K
334 $29.1M
SPOT
Spotify Technology S.A.

Communication Services
64
New
$362.95 - $502.38 $23.2K - $32.2K
64 $28.6M
VXF
Vanguard Extended Market ETF

ETFs
146
New
$179.17 - $207.15 $26.2K - $30.2K
146 $27.7M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
530
New
$52.1 - $57.26 $27.6K - $30.3K
530 $27.6M
ADBE
Adobe Inc.

Technology
62
New
$437.39 - $552.96 $27.1K - $34.3K
62 $27.6M
XLF
Financial Sector Spdr

ETFs
566
New
$44.89 - $51.34 $25.4K - $29.1K
566 $27.4M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
605
New
$44.33 - $49.55 $26.8K - $30K
605 $27.2M
GD
General Dynamics Corp

Industrials
103
New
$260.28 - $314.03 $26.8K - $32.3K
103 $27.1M
VNQ
Vanguard Specialized Funds Van

ETFs
304
New
$87.85 - $98.6 $26.7K - $30K
304 $27.1M
COIN
Coinbase Global, Inc.

Technology
106
New
$163.17 - $343.62 $17.3K - $36.4K
106 $26.3M
TIP
Ishares Tr Tips Bd ETF

ETFs
242
New
$106.33 - $110.69 $25.7K - $26.8K
242 $25.8M
INTU
Intuit Inc

Technology
40
New
$602.01 - $706.25 $24.1K - $28.3K
40 $25.1M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
240
New
$104.5 - $125.64 $25.1K - $30.2K
240 $25.1M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
310
New
$78.43 - $87.17 $24.3K - $27K
310 $24.9M
ITA
Ishares Tr

ETFs
168
New
$144.31 - $157.31 $24.2K - $26.4K
168 $24.4M
DHI
Horton D R Inc

Consumer Cyclical
171
New
$137.24 - $194.56 $23.5K - $33.3K
171 $23.9M
KWEB
Kraneshares Tr Csi China Inter

ETFs
813
New
$29.11 - $38.87 $23.7K - $31.6K
813 $23.8M
SMIN
Ishares Msci India Small Cap I

ETFs
307
New
$75.68 - $86.0 $23.2K - $26.4K
307 $23.5M
LOW
Lowes Companies Inc

Consumer Cyclical
95
New
$244.52 - $284.07 $23.2K - $27K
95 $23.4M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
268
New
$86.65 - $94.9 $23.2K - $25.4K
268 $23.3M
SOXX
Ishares Semiconductor ETF

ETFs
108
New
$211.27 - $239.8 $22.8K - $25.9K
108 $23.3M
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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