Copia Wealth Management New Holdings in Q4 2024

Copia Wealth Management

  • $105 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TGT
Target Corp

Consumer Defensive
3
New
$121.59 - $160.69 $365 - $482
3 $406K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
20
New
$16.2 - $20.45 $324 - $409
20 $390K
AES
Aes Corp

Utilities
29
New
$12.44 - $20.24 $361 - $587
29 $373K
BA
Boeing CO

Industrials
2
New
$138.14 - $180.72 $276 - $361
2 $354K
CHX
Champion X Corp

Energy
12
New
$25.79 - $32.51 $309 - $390
12 $326K
IDEV
Ishares Core Msci Intl Develop

ETFs
5
New
$64.18 - $70.42 $321 - $352
5 $322K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
10
New
$29.46 - $32.64 $295 - $326
10 $309K
XC
Wisdomtree Tr Emerging Mkts Ex
10
New
N/A
10 $307K
RBLX
Roblox Corp

Communication Services
5
New
$39.86 - $61.45 $199 - $307
5 $289K
SPH
Suburban Propane Partners LP

Utilities
16
New
$17.0 - $19.85 $272 - $318
16 $275K
FLGT
Fulgent Genetics, Inc.

Healthcare
10
New
$16.71 - $22.68 $167 - $227
10 $185K
GE
General Electric CO

Industrials
1
New
$159.95 - $194.23 $160 - $194
1 $167K
PLUG
Plug Power Inc

Industrials
74
New
$1.87 - $2.67 $138 - $198
74 $158K
ELY
Callaway Golf CO

Consumer Cyclical
20
New
N/A
20 $157K
U
Unity Software Inc.

Technology
6
New
$17.34 - $27.72 $104 - $166
6 $135K
NIO
Nio Inc.

Consumer Cyclical
30
New
$4.31 - $7.21 $129 - $216
30 $131K
NOK
Nokia Corp

Technology
25
New
$4.13 - $4.95 $103 - $124
25 $111K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
20
New
$3.53 - $7.8 $70.6 - $156
20 $76K
ADM
Archer Daniels Midland CO

Consumer Defensive
1
New
$49.38 - $59.52 $49.4 - $59.5
1 $51K
VTRS
Viatris Inc

Healthcare
3
New
$11.32 - $13.37 $34 - $40.1
3 $37K
Canopy Growth Corp Com New
10
New
N/A
10 $27K
Expion360 Inc Com New
5
New
N/A
5 $12K
VALWS
Valaris LTD Wt Exp (Bmu)
1
New
N/A
1 $7K
Skillz Inc Com Cl A
1
New
N/A
1 $5K
Activity Summary
Buys All Purchases 425 New Holdings 425 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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