Copia Wealth Management Reduced Holdings in Q3 2025

Copia Wealth Management

  • $135 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-6.62K
- 5.33%
N/A
118K $5.88B
INDA
Ishares Msci India Index Fund

ETFs
-2.04K
- 9.39%
$51.98 - $55.84 $106K - $114K
19.7K $1.03B
Us Treasury 6 Month Bill ETF
-3.72K
- 4.12%
N/A
86.5K $4.34B
EWG
Ishares Msci Germany ETF

ETFs
-2.7K
- 35.95%
$40.75 - $43.26 $110K - $117K
4.8K $200M
SOXL
Direxion Daily Semiconductor B

ETFs
-1.9K
- 92.5%
$23.99 - $34.84 $45.6K - $66.2K
154 $5.37M
XLU
Utilities Sector Spdr

ETFs
-582
- 21.8%
$81.14 - $87.32 $47.2K - $50.8K
2.09K $182M
IAK
Ishares Tr

ETFs
-262
- 18.67%
$126.37 - $134.46 $33.1K - $35.2K
1.14K $153M
PFIX
Simplify ETF Simplify Int Rate

ETFs
-600
- 44.61%
$45.54 - $60.66 $27.3K - $36.4K
745 $35.9M
VUG
Vanguard Growth ETF

ETFs
-145
- 13.88%
$433.97 - $484.08 $62.9K - $70.2K
900 $432M
IWV
Ishares Russell 3000 ETF

ETFs
-75
- 39.06%
$351.04 - $379.81 $26.3K - $28.5K
117 $44.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
-146
- 13.84%
$192.76 - $203.86 $28.1K - $29.8K
909 $185M
PM
Philip Morris International Inc.

Consumer Defensive
-6
- 0.68%
$157.77 - $183.27 $947 - $1.1K
878 $142M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-189
- 7.08%
$82.38 - $83.0 $15.6K - $15.7K
2.48K $206M
XLP
Consumer Staples Sector Spdr

ETFs
-156
- 21.08%
N/A
584 $45.8M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-204
- 24.58%
$46.51 - $50.07 $9.49K - $10.2K
626 $29.4M
MRK
Merck & Co., Inc.

Healthcare
-116
- 51.1%
$77.6 - $87.37 $9K - $10.1K
111 $9.32M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-50
- 23.81%
$182.33 - $194.5 $9.12K - $9.73K
160 $31.1M
AVGO
Broadcom Inc.

Technology
-120
- 19.42%
$264.74 - $369.57 $31.8K - $44.3K
498 $164M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-77
- 43.5%
$70.85 - $76.96 $5.46K - $5.93K
100 $7.6M
RH
Rh

Consumer Cyclical
-39
- 23.64%
$187.54 - $251.0 $7.31K - $9.79K
126 $25.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-300
- 13.57%
$36.04 - $38.78 $10.8K - $11.6K
1.91K $73.7M
SMIN
Ishares Msci India Small Cap I

ETFs
-57
- 23.46%
$71.7 - $78.29 $4.09K - $4.46K
186 $13.3M
BRO
Brown & Brown, Inc.

Financial Services
-35
- 50.0%
$90.88 - $108.93 $3.18K - $3.81K
35 $3.28M
Invesco S&P Smallcap Energy ETF
-144
- 25.17%
N/A
428 $18.2M
AN
Autonation, Inc.

Consumer Cyclical
-20
- 50.0%
$189.27 - $227.18 $3.79K - $4.54K
20 $4.38M
MNST
Monster Beverage Corp

Consumer Defensive
-55
- 50.0%
$58.65 - $67.31 $3.23K - $3.7K
55 $3.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
-4
- 7.55%
$412.46 - $514.1 $1.65K - $2.06K
49 $24M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-204
- 3.4%
$75.26 - $80.19 $15.4K - $16.4K
5.8K $463M
OEF
Ishares S&P 100 ETF

ETFs
-28
- 11.29%
N/A
220 $73.2M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-253
- 4.44%
$47.56 - $49.7 $12K - $12.6K
5.45K $269M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-269
- 6.2%
$39.8 - $42.86 $10.7K - $11.5K
4.07K $174M
PLBY
Plby Group, Inc.

Consumer Cyclical
-689
- 21.09%
$1.52 - $1.98 $1.05K - $1.36K
2.58K $3.79M
VT
Vanguard Total World Stk Index

ETFs
-101
- 7.12%
$128.41 - $138.03 $13K - $13.9K
1.32K $182M
VTI
Vanguard Total Stock Market Et

ETFs
-50
- 7.66%
$303.93 - $329.86 $15.2K - $16.5K
603 $198M
Grayscale Bitcoin Mini Trust ETF
-176
- 5.99%
N/A
2.76K $140M
IXUS
Ishares Tr

ETFs
-9
- 7.83%
$76.35 - $82.58 $687 - $743
106 $8.75M
SOXX
Ishares Semiconductor ETF

ETFs
-12
- 11.11%
$236.93 - $271.12 $2.84K - $3.25K
96 $26M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-150
- 6.82%
$74.93 - $80.73 $11.2K - $12.1K
2.05K $165M
RING
Ishares Inc Msci Global Gold M

ETFs
-69
- 27.17%
$42.96 - $64.71 $2.96K - $4.46K
185 $12M
IWP
Ishares Russell Mid Cap Growth

ETFs
-19
- 1.92%
$137.51 - $145.26 $2.61K - $2.76K
969 $138M
SPYG
Spdr Portfolio

ETFs
-100
- 7.92%
$94.33 - $105.31 $9.43K - $10.5K
1.16K $122M
DGRO
Ishares Core Dividend Growth E

ETFs
-5
- 0.51%
$64.12 - $68.08 $321 - $340
978 $66.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-96
- 4.2%
$132.9 - $142.03 $12.8K - $13.6K
2.19K $309M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
-91
- 1.68%
$82.58 - $90.36 $7.51K - $8.22K
5.34K $482M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-21
- 4.02%
$339.37 - $366.46 $7.13K - $7.7K
502 $183M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-76
- 4.85%
$49.31 - $57.77 $3.75K - $4.39K
1.49K $84.7M
EWJ
Ishares Msci Japan ETF

ETFs
-123
- 4.0%
$71.69 - $81.49 $8.82K - $10K
2.95K $237M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-155
- 4.28%
$42.67 - $46.91 $6.61K - $7.27K
3.46K $162M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-354
- 1.1%
$40.94 - $42.85 $14.5K - $15.2K
31.9K $1.35B
Activity Summary
Buys All Purchases 157 New Holdings 26 Increased Positions 131 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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