Copia Wealth Management New Holdings in Q4 2024

Copia Wealth Management

  • $105 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
2.07K
New
$197.36 - $217.3 $409K - $450K
2.07K $410M
ARKQ
Ark Autonomous Technology & Ro

ETFs
5.25K
New
$60.57 - $82.2 $318K - $431K
5.25K $405M
IWF
Ishares Russell 1000 Gr ETF

ETFs
990
New
$370.24 - $418.94 $367K - $415K
990 $398M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
8.62K
New
$44.2 - $49.46 $381K - $426K
8.62K $395M
IAU
Ishares Gold Trust

ETFs
7.75K
New
$48.37 - $52.65 $375K - $408K
7.75K $384M
COST
Costco Wholesale Corp

Consumer Defensive
412
New
$873.59 - $994.69 $360K - $410K
412 $378M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.07K
New
$316.94 - $357.88 $338K - $382K
1.07K $366M
IEFA
Ishares Tr

ETFs
5.2K
New
$70.06 - $77.43 $364K - $403K
5.2K $366M
NKE
Nike, Inc.

Consumer Cyclical
4.73K
New
$73.36 - $89.13 $347K - $421K
4.73K $358M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.38K
New
$241.48 - $274.89 $333K - $379K
1.38K $350M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.19K
New
$264.18 - $304.19 $314K - $362K
1.19K $333M
EWJ
Ishares Msci Japan ETF

ETFs
4.93K
New
$66.18 - $71.84 $326K - $354K
4.93K $331M
QQQ
Invesco Qqq Trust, Series 1

ETFs
638
New
$481.22 - $538.17 $307K - $343K
638 $326M
EFV
Msci Eafe Value ETF

ETFs
6.16K
New
$51.78 - $57.15 $319K - $352K
6.16K $323M
IVE
Ishares S&P 500 Value ETF

ETFs
1.59K
New
$189.5 - $206.17 $302K - $328K
1.59K $304M
SLV
I Shares Silver Trust

ETFs
11.3K
New
$26.33 - $31.74 $298K - $360K
11.3K $298M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.29K
New
$126.68 - $134.74 $291K - $309K
2.29K $293M
COOP
Mr. Cooper Group Inc.

Financial Services
3.05K
New
$87.37 - $101.43 $266K - $309K
3.05K $292M
ILF
Ishares Latin America 40 ETF

ETFs
13.6K
New
$20.91 - $26.09 $284K - $354K
13.6K $284M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
8.25K
New
$33.77 - $44.09 $279K - $364K
8.25K $280M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.29K
New
$113.92 - $127.38 $261K - $292K
2.29K $264M
IGV
Ishares Expanded Tech Software

ETFs
2.58K
New
$87.5 - $110.17 $226K - $284K
2.58K $258M
Grayscale Ethereum Mini Trust ETF
7.94K
New
N/A
7.94K $250M
ARGT
Global X Msci Argentina ETF

ETFs
2.92K
New
$66.16 - $88.28 $193K - $258K
2.92K $241M
FTGC
First Trust Global Tactical CO

ETFs
9.8K
New
$23.23 - $24.25 $228K - $238K
9.8K $235M
PANW
Palo Alto Networks Inc

Technology
1.2K
New
$181.96 - $405.9 $218K - $487K
1.2K $218M
IWN
Ishares Russell2000 Val ETF

ETFs
1.3K
New
$162.69 - $181.35 $211K - $235K
1.3K $213M
IEF
Ishares Barclays

ETFs
2.25K
New
$92.08 - $98.18 $207K - $221K
2.25K $208M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.06K
New
$183.23 - $199.79 $193K - $211K
1.06K $195M
C
Citigroup Inc

Financial Services
2.75K
New
$61.31 - $72.5 $169K - $199K
2.75K $194M
AVGO
Broadcom Inc.

Technology
835
New
$159.67 - $250.0 $133K - $209K
835 $194M
VTI
Vanguard Total Stock Market Et

ETFs
653
New
$280.04 - $302.45 $183K - $197K
653 $189M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.3K
New
$81.68 - $82.93 $188K - $190K
2.3K $188M
VIG
Vanguard Dividend Appreciation

ETFs
959
New
N/A
959 $188M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
4.62K
New
$37.46 - $43.08 $173K - $199K
4.62K $176M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.07K
New
$34.13 - $37.35 $173K - $190K
5.07K $173M
Grayscale Ethereum Trust ETF
6.12K
New
N/A
6.12K $171M
VT
Vanguard Total World Stk Index

ETFs
1.44K
New
$117.09 - $123.07 $169K - $177K
1.44K $169M
IWB
Ishares Tr Russell 1000 ETF

ETFs
523
New
$311.11 - $335.64 $163K - $176K
523 $168M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
311
New
$521.84 - $558.82 $162K - $174K
311 $168M
IQLT
Ishares Msci Intl Quality Fact

ETFs
4.48K
New
$37.12 - $41.23 $166K - $185K
4.48K $166M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.18K
New
$69.3 - $74.3 $151K - $162K
2.18K $156M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.81K
New
$38.37 - $42.82 $146K - $163K
3.81K $146M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.32K
New
$61.68 - $67.87 $143K - $158K
2.32K $145M
Grayscale Bitcoin Mini Trust ETF
3.45K
New
N/A
3.45K $144M
CVX
Chevron Corp

Energy
964
New
$141.15 - $162.53 $136K - $157K
964 $140M
EWA
Ishares Msci Australia ETF

ETFs
5.82K
New
$23.77 - $26.95 $138K - $157K
5.82K $139M
DE
Deere & CO

Industrials
317
New
$389.45 - $466.0 $123K - $148K
317 $134M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.22K
New
$104.59 - $118.05 $128K - $144K
1.22K $133M
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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