Copia Wealth Management has filed its 13F form on March 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $105 Billion distributed in 425 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Rbb Fd Inc Us Treas 3 Month Bi with a value of $6.4B, Spdr Portfolio S&P 500 ETF (Ma with a value of $5.48B, Us Treasury 6 Month Bill ETF with a value of $4.85B, Strive Enhanced Income Short Maturity ETF with a value of $4.72B, and Pacer Fds Tr Us Cash Cows 100 with a value of $4.16B.
Examining the 13F form we can see an increase of $105B in the current position value.
Copia Wealth Management is based out at Bend, OR
Below you can find more details about Copia Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$105 Billion
ETFs: $75.8 Billion
Technology: $3.02 Billion
Consumer Cyclical: $2.53 Billion
Industrials: $2.14 Billion
Financial Services: $815 Million
Consumer Defensive: $677 Million
Communication Services: $446 Million
Energy: $432 Million
Other: $598 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
