Copia Wealth Management Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$108.1M
Holdings
452
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (452 positions)
| Stock | Value |
|---|---|
RWRSPDR DOW JONES REIT ETF | $8K |
MLB1MERCADOLIBRE INC COM | $8K |
KWEBKRANESHARES CSI CHINA INTERNET ETF | $8K |
SPXCSPX TECHNOLOGIES INC COM | $8K |
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $8K |
COPCONOCOPHILLIPS COM | $7K |
AMATAPPLIED MATLS INC COM | $7K |
PEPPEPSICO INC COM | $7K |
GDXJVANECK JUNIOR GOLD MINERS ETF | $7K |
KNFKNIFE RIVER CORP COMMON STOCK | $7K |
RINGISHARES MSCI GLOBAL GOLD MINERS ETF | $7K |
MUSAMURPHY USA INC COM | $7K |
FCOMFIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $7K |
OMFLINVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $7K |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $7K |
JNJJOHNSON & JOHNSON COM | $7K |
ADSKAUTODESK INC COM | $7K |
AIGAMERICAN INTL GROUP INC COM NEW | $7K |
EWDISHARES MSCI SWEDEN ETF | $6K |
ANAUTONATION INC COM | $6K |
MNSTMONSTER BEVERAGE CORP NEW COM | $6K |
HUBSHUBSPOT INC COM | $6K |
CMCSACOMCAST CORP NEW CL A | $6K |
PAYXPAYCHEX INC COM | $6K |
ABGCENCORA INC COM | $6K |
WTRGESSENTIAL UTILS INC COM | $5K |
OVERBEYOND INC COM | $5K |
AMTAMERICAN TOWER CORP NEW COM | $5K |
AVBAVALONBAY CMNTYS INC COM | $5K |
AVYAVERY DENNISON CORP COM | $5K |
BACVERIZON COMMUNICATIONS INC COM | $5K |
ETRENTERGY CORP NEW COM | $5K |
NEMNEWMONT CORP COM | $5K |
UTSLDIREXION DAILY UTILITIES BULL 3X SHARES | $5K |
PORPORTLAND GEN ELEC CO COM NEW | $5K |
ADIANALOG DEVICES INC COM | $5K |
EPOLISHARES MSCI POLAND ETF | $5K |
NOWSERVICENOW INC COM | $5K |
SNPSSYNOPSYS INC COM | $5K |
CRMSALESFORCE INC COM | $5K |
TECK/BTECK RESOURCES LTD CL B | $5K |
FCXFREEPORT-MCMORAN INC CL B | $5K |
SNOWSNOWFLAKE INC CL A | $5K |
ITTITT INC COM | $5K |
PLBYPLBY GROUP INC COM | $4K |
XHESPDR S&P HEALTH CARE EQUIPMENT ETF | $4K |
MDUMDU RES GROUP INC COM | $4K |
TXTTEXTRON INC COM | $4K |
KLMNINVESCO S&P SMALLCAP INDUSTRIALS ETF | $4K |
HLHECLA MNG CO COM | $4K |
QCLNFIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND | $4K |
EWOISHARES MSCI AUSTRIA ETF | $4K |
WSOWATSCO INC COM | $4K |
DOVDOVER CORP COM | $4K |
EXPEEXPEDIA GROUP INC COM NEW | $4K |
AAAUGOLDMAN SACHS PHYSICAL GOLD ETF | $4K |
SLBSCHLUMBERGER LTD COM STK | $4K |
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $4K |
IRMIRON MTN INC DEL COM | $4K |
FXEINVESCO CURRENCYSHARES EURO TRUST | $3K |
FXBINVESCO CURRENCYSHARES BRITISH POUND STERLING TRUST | $3K |
LRNSTRIDE INC COM | $3K |
RSPNINVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF | $3K |
STTSTATE STR CORP COM | $3K |
AMRALPHA METALLURGICAL RESOUR INC COM | $3K |
NBISNEBIUS GROUP N.V. SHS CLASS A | $3K |
CFCF INDS HLDGS INC COM | $3K |
RTXRTX CORPORATION COM | $3K |
PWRQUANTA SVCS INC COM | $3K |
REZISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $3K |
TUASIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF | $3K |
SRPTSAREPTA THERAPEUTICS INC COM | $3K |
AKXANSYS INC COM | $3K |
ECGEVERUS CONSTR GROUP COM | $2K |
ARKGARK GENOMIC REVOLUTION ETF | $2K |
VBVANGUARD SMALL-CAP ETF | $2K |
EFNLISHARES MSCI FINLAND ETF | $2K |
CPRICAPRI HOLDINGS LIMITED SHS | $2K |
CTVACORTEVA INC COM | $2K |
IYFISHARES U.S. FINANCIALS ETF | $2K |
ABNBAIRBNB INC COM CL A | $2K |
COLBCOLUMBIA BKG SYS INC COM | $2K |
VCELVERICEL CORP COM | $2K |
MMM3M CO COM | $2K |
ITWILLINOIS TOOL WKS INC COM | $2K |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $2K |
SYYSYSCO CORP COM | $2K |
ICEINTERCONTINENTAL EXCHANGE INC COM | $2K |
KBAKRANESHARES BOSERA MSCI CHINA A 50 CONNECT INDEX ETF | $2K |
REMXVANECK RARE EARTH AND STRATEGIC METALS ETF | $2K |
DEODIAGEO PLC SPON ADR NEW | $2K |
WMWASTE MGMT INC DEL COM | $2K |
NUKZRANGE NUCLEAR RENAISSANCE INDEX ETF | $2K |
ASAMER SPORTS INC COM SHS | $1K |
TET1 ENERGY INC COM NEW | $1K |
COLOGLOBAL X MSCI COLOMBIA ETF | $1K |
AG8AGILENT TECHNOLOGIES INC COM | $1K |
CWHCAMPING WORLD HLDGS INC CL A | $1K |
ISCGISHARES MORNINGSTAR SMALL-CAP GROWTH ETF | $1K |
ZZILLOW GROUP INC CL C CAP STK | $1K |