Copia Wealth Management has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $108 Billion distributed in 452 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 $6.19B, Spdr Portfolio S&P 500 ETF (Ma with a value of $5.36B, Strive Enhanced Income Short Maturity ETF with a value of $5.35B, Us Treasury 6 Month Bill ETF with a value of $4.68B, and Spdr Gold Trust with a value of $4.41B.
Examining the 13F form we can see an increase of $3.04B in the current position value, from $105B to 108B.
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
$108 Billion
ETFs: $77.4 Billion
Technology: $2.84 Billion
Industrials: $1.9 Billion
Consumer Cyclical: $1.88 Billion
Financial Services: $1.05 Billion
Consumer Defensive: $993 Million
Communication Services: $410 Million
Utilities: $384 Million
Other: $824 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
