Copia Wealth Management Q4 2024 Filing
Filed March 6, 2025
Portfolio Value
$105.1B
Holdings
425
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (425 positions)
| Stock | Value |
|---|---|
DSIISHARES ESG MSCI KLD 400 ETF | $23K |
BSVVANGUARD SHORT-TERM BOND ETF | $23K |
MRKMERCK & CO INC COM | $23K |
SIL1EURSILVERCREST METALS INC COM | $23K |
XSDSPDR S&P SEMICONDUCTOR ETF | $22K |
TNADIREXION DAILY SMALL CAP BULL 3X SHARES | $22K |
GWXSPDR S&P INTERNATIONAL SMALL CAP ETF | $22K |
A4SAMERIPRISE FINL INC COM | $21K |
SNAPSNAP INC CL A | $20K |
FEZSPDR EURO STOXX 50 ETF | $20K |
AFLAFLAC INC COM | $20K |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $20K |
PXEINVESCO ENERGY EXPLORATION & PRODUCTION ETF | $20K |
NVSNNOVARTIS AG SPONSORED ADR | $19K |
LLYELI LILLY & CO COM | $19K |
BMTABRITISH AMERN TOB PLC SPONSORED ADR | $19K |
WMBWILLIAMS COS INC COM | $19K |
XARSPDR S&P AEROSPACE & DEFENSE ETF | $19K |
IBMINTERNATIONAL BUSINESS MACHS COM | $19K |
FXLFIRST TRUST TECHNOLOGY ALPHADEX FUND | $19K |
INDYISHARES INDIA 50 ETF | $18K |
IVOLKRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF | $18K |
ABBVABBVIE INC COM | $17K |
WMTWALMART INC COM | $17K |
APHAMPHENOL CORP NEW CL A | $17K |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $16K |
SYKSTRYKER CORPORATION COM | $15K |
KLMNINVESCO S&P 500 MOMENTUM ETF | $15K |
LEUCENTRUS ENERGY CORP CL A | $15K |
NULGNUVEEN ESG LARGE-CAP GROWTH ETF | $15K |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $14K |
CATCATERPILLAR INC COM | $14K |
FBTFIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $14K |
XBISPDR S&P BIOTECH ETF | $13K |
AIZASSURANT INC COM | $13K |
MRSHMARSH & MCLENNAN COS INC COM | $13K |
XLUUTILITIES SELECT SECTOR SPDR FUND | $13K |
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $13K |
VVISA INC COM CL A | $13K |
ORCLORACLE CORP COM | $12K |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $12K |
CBCHUBB LIMITED COM | $12K |
ONEYSPDR RUSSELL 1000 YIELD FOCUS ETF | $12K |
BLKBLACKROCK INC COM | $12K |
XOMEXXON MOBIL CORP COM | $12K |
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $12K |
CA8ACACI INTL INC CL A | $12K |
TWLOTWILIO INC CL A | $12K |
XOPSPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $12K |
VOXVANGUARD COMMUNICATION SERVICES ETF | $12K |
EIXEDISON INTL COM | $11K |
IRTINDEPENDENCE RLTY TR INC COM | $11K |
CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF | $11K |
VISVANGUARD INDUSTRIALS ETF | $11K |
QCOMQUALCOMM INC COM | $11K |
ISTBISHARES CORE 1-5 YEAR USD BOND ETF | $11K |
FTVFORTIVE CORP COM | $11K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $10K |
EMREMERSON ELEC CO COM | $10K |
LMTLOCKHEED MARTIN CORP COM | $10K |
FXGFIRST TRUST CONSUMER STAPLES ALPHADEX FUND | $10K |
ENVXENOVIX CORPORATION COM | $10K |
ASMLASML HOLDING N V N Y REGISTRY SHS | $10K |
TJXTJX COS INC NEW COM | $10K |
PHPARKER-HANNIFIN CORP COM | $10K |
GWWGRAINGER W W INC COM | $9K |
SPGIS&P GLOBAL INC COM | $9K |
PULSPGIM ULTRA SHORT BOND ETF | $9K |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $9K |
AEGAEGON LTD AMER REG 1 CERT | $9K |
DUKDUKE ENERGY CORP NEW COM NEW | $9K |
IOOISHARES GLOBAL 100 ETF | $9K |
SPXCSPX TECHNOLOGIES INC COM | $9K |
SDYSPDR S&P DIVIDEND ETF | $8K |
LINLINDE PLC SHS | $8K |
SPGPINVESCO S&P 500 GARP ETF | $8K |
AMATAPPLIED MATLS INC COM | $8K |
XYLXYLEM INC COM | $8K |
KNFKNIFE RIVER CORP COMMON STOCK | $8K |
EXPEEXPEDIA GROUP INC COM NEW | $8K |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $8K |
RWRSPDR DOW JONES REIT ETF | $8K |
RSRELIANCE INC COM | $8K |
EZUISHARES MSCI EUROZONE ETF | $8K |
MUSAMURPHY USA INC COM | $8K |
ADSKAUTODESK INC COM | $7K |
FCOMFIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $7K |
PEPPEPSICO INC COM | $7K |
VGKVANGUARD FTSE EUROPE ETF | $7K |
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $7K |
BROBROWN & BROWN INC COM | $7K |
OMFLINVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $7K |
COPCONOCOPHILLIPS COM | $7K |
MCKMCKESSON CORP COM | $7K |
CITHE CIGNA GROUP COM | $7K |
MLB1MERCADOLIBRE INC COM | $7K |
ANAUTONATION INC COM | $7K |
CMCSACOMCAST CORP NEW CL A | $6K |
NOWSERVICENOW INC COM | $6K |
GDXJVANECK JUNIOR GOLD MINERS ETF | $6K |