Copia Wealth Management Q2 2025 Filing
Filed July 28, 2025
Portfolio Value
$118.5M
Holdings
466
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (466 positions)
| Stock | Value |
|---|---|
MCKMCKESSON CORP COM | $9K |
ADBEADOBE INC COM | $9K |
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $9K |
SDYSPDR S&P DIVIDEND ETF | $9K |
GDXJVANECK JUNIOR GOLD MINERS ETF | $8K |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $8K |
CITHE CIGNA GROUP COM | $8K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $8K |
FCOMFIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $8K |
ANAUTONATION INC COM | $8K |
HUBSHUBSPOT INC COM | $8K |
BROBROWN & BROWN INC COM | $8K |
ADSKAUTODESK INC COM | $8K |
RWRSPDR DOW JONES REIT ETF | $8K |
IUSBISHARES CORE TOTAL USD BOND MARKET ETF | $8K |
OMFLINVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $8K |
EIXEDISON INTL COM | $7K |
BLKBLACKROCK INC COM | $7K |
MNSTMONSTER BEVERAGE CORP NEW COM | $7K |
EWZSISHARES MSCI BRAZIL SMALL-CAP ETF | $7K |
KNFKNIFE RIVER CORP COMMON STOCK | $6K |
PEPPEPSICO INC COM | $6K |
COPCONOCOPHILLIPS COM | $6K |
NEMNEWMONT CORP COM | $6K |
MUSAMURPHY USA INC COM | $6K |
ABGCENCORA INC COM | $6K |
AAAUGOLDMAN SACHS PHYSICAL GOLD ETF | $6K |
KWEBKRANESHARES CSI CHINA INTERNET ETF | $6K |
OVERBEYOND INC COM | $6K |
ADIANALOG DEVICES INC COM | $6K |
PAYXPAYCHEX INC COM | $6K |
SNPSSYNOPSYS INC COM | $6K |
AMTAMERICAN TOWER CORP NEW COM | $6K |
ITTITT INC COM | $5K |
DAXGLOBAL X DAX GERMANY ETF | $5K |
PLBYPLAYBOY INC COM | $5K |
FCXFREEPORT-MCMORAN INC CL B | $5K |
NBISNEBIUS GROUP N.V. SHS CLASS A | $5K |
WTRGESSENTIAL UTILS INC COM | $5K |
TECK/BTECK RESOURCES LTD CL B | $5K |
BACVERIZON COMMUNICATIONS INC COM | $5K |
CMDYISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | $5K |
KLMNINVESCO S&P SMALLCAP INDUSTRIALS ETF | $5K |
QCLNFIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND | $5K |
CRMSALESFORCE INC COM | $5K |
JNJJOHNSON & JOHNSON COM | $5K |
HLHECLA MNG CO COM | $5K |
AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $5K |
UFOPROCURE SPACE ETF | $4K |
PORPORTLAND GEN ELEC CO COM NEW | $4K |
XHESPDR S&P HEALTH CARE EQUIPMENT ETF | $4K |
DKNGDRAFTKINGS INC NEW COM CL A | $4K |
MDUMDU RES GROUP INC COM | $4K |
IRMIRON MTN INC DEL COM | $4K |
DOVDOVER CORP COM | $4K |
ECGEVERUS CONSTR GROUP COM | $4K |
EWKISHARES MSCI BELGIUM ETF | $4K |
MBBISHARES MBS ETF | $4K |
EXPEEXPEDIA GROUP INC COM NEW | $4K |
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $4K |
LRNSTRIDE INC COM | $4K |
FTVFORTIVE CORP COM | $4K |
CFCF INDS HLDGS INC COM | $4K |
WSOWATSCO INC COM | $4K |
RSPNINVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF | $3K |
SJNKSPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $3K |
GPORGULFPORT ENERGY CORP COMMON SHARES | $3K |
RTXRTX CORPORATION COM | $3K |
MOOVANECK AGRIBUSINESS ETF | $3K |
QTUMDEFIANCE QUANTUM ETF | $3K |
VRTVERTIV HOLDINGS CO COM CL A | $3K |
AMRALPHA METALLURGICAL RESOUR INC COM | $3K |
AKXANSYS INC COM | $3K |
EXEEXPAND ENERGY CORPORATION COM | $3K |
ARKGARK GENOMIC REVOLUTION ETF | $3K |
UUNITY SOFTWARE INC COM | $3K |
AVYAVERY DENNISON CORP COM | $3K |
ETRENTERGY CORP NEW COM | $2K |
CTVACORTEVA INC COM | $2K |
AVBAVALONBAY CMNTYS INC COM | $2K |
TXTTEXTRON INC COM | $2K |
VBVANGUARD SMALL-CAP ETF | $2K |
NUKZRANGE NUCLEAR RENAISSANCE INDEX ETF | $2K |
HOODROBINHOOD MKTS INC COM CL A | $2K |
AXPAMERICAN EXPRESS CO COM | $2K |
ISRGINTUITIVE SURGICAL INC COM NEW | $2K |
ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF | $2K |
ABNBAIRBNB INC COM CL A | $2K |
GVALCAMBRIA GLOBAL VALUE ETF | $2K |
ASAMER SPORTS INC COM SHS | $2K |
EWPISHARES MSCI SPAIN ETF | $2K |
STTSTATE STR CORP COM | $2K |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $2K |
ICEINTERCONTINENTAL EXCHANGE INC COM | $2K |
MMM3M CO COM | $2K |
LHXL3HARRIS TECHNOLOGIES INC COM | $2K |
REMXVANECK RARE EARTH AND STRATEGIC METALS ETF | $2K |
SYYSYSCO CORP COM | $2K |
ITWILLINOIS TOOL WKS INC COM | $2K |
COLBCOLUMBIA BKG SYS INC COM | $2K |