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.
