CIK 2058771
Copia Wealth Management
Institutional 13F holdings & portfolio
Holdings
522
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 351–400 of 522
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HIVE | HIVE DIGITAL TECHNOLOGIES LTD COM NEW | 3K | $1K–$15K | SH |
| CI | THE CIGNA GROUP COM | 25 | $1K–$15K | SH |
| SYF | SYNCHRONY FINANCIAL COM | 82 | $1K–$15K | SH |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | 42 | $1K–$15K | SH |
| QQQM | INVESCO NASDAQ 100 ETF | 26 | $1K–$15K | SH |
| COP | CONOCOPHILLIPS COM | 70 | $1K–$15K | SH |
| EXPE | EXPEDIA GROUP INC COM NEW | 23 | $1K–$15K | SH |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND | 146 | $1K–$15K | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | 45 | $1K–$15K | SH |
| COPX | GLOBAL X COPPER MINERS ETF | 86 | $1K–$15K | SH |
| TJX | TJX COS INC NEW COM | 40 | $1K–$15K | SH |
| SNPS | SYNOPSYS INC COM | 13 | $1K–$15K | SH |
| FCX | FREEPORT-MCMORAN INC CL B | 120 | $1K–$15K | SH |
| ITT | ITT INC COM | 35 | $1K–$15K | SH |
| TECK | TECK RESOURCES LTD CL B | 125 | $1K–$15K | SH |
| EUFN | ISHARES MSCI EUROPE FINANCIALS ETF | 160 | $1K–$15K | SH |
| KWEB | KRANESHARES CSI CHINA INTERNET ETF | 173 | $1K–$15K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 10 | $1K–$15K | SH |
| CIEN | CIENA CORP COM NEW | 24 | $1K–$15K | SH |
| ECG | EVERUS CONSTR GROUP COM | 65 | $1K–$15K | SH |
| KNF | KNIFE RIVER CORP COMMON STOCK | 79 | $1K–$15K | SH |
| UTES | VIRTUS REAVES UTILITIES ETF | 69 | $1K–$15K | SH |
| BBBY | BED BATH & BEYOND INC COM | 991 | $1K–$15K | SH |
| PSCI | INVESCO S&P SMALLCAP INDUSTRIALS ETF | 36 | $1K–$15K | SH |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | 190 | $1K–$15K | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 31 | $1K–$15K | SH |
| WTRG | ESSENTIAL UTILS INC COM | 138 | $1K–$15K | SH |
| POR | PORTLAND GEN ELEC CO COM NEW | 108 | $1K–$15K | SH |
| MDU | MDU RES GROUP INC COM | 260 | $1K–$15K | SH |
| AMR | ALPHA METALLURGICAL RESOUR INC COM | 25 | $1K–$15K | SH |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 82 | $1K–$15K | SH |
| U | UNITY SOFTWARE INC COM | 110 | $1K–$15K | SH |
| XHE | STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF | 54 | $1K–$15K | SH |
| CMDY | ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | 97 | $1K–$15K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 114 | $1K–$15K | SH |
| CRM | SALESFORCE INC COM | 17 | $1K–$15K | SH |
| DOV | DOVER CORP COM | 23 | $1K–$15K | SH |
| PLBY | PLAYBOY INC COM | 2K | $1K–$15K | SH |
| AMT | AMERICAN TOWER CORP COM | 25 | $1K–$15K | SH |
| PAYX | PAYCHEX INC COM | 39 | $1K–$15K | SH |
| MNST | MONSTER BEVERAGE CORP NEW COM | 55 | $1K–$15K | SH |
| AN | AUTONATION INC COM | 20 | $1K–$15K | SH |
| PFE | PFIZER INC COM | 165 | $1K–$15K | SH |
| RTX | RTX CORPORATION COM | 22 | $1K–$15K | SH |
| MBB | ISHARES MBS ETF | 42 | $1K–$15K | SH |
| ASPI | ASP ISOTOPES INC COM | 730 | $1K–$15K | SH |
| SE | SEA LTD SPONSORD ADS | 30 | $1K–$15K | SH |
| MU | MICRON TECHNOLOGY INC COM | 13 | $1K–$15K | SH |
| RSPN | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF | 65 | $1K–$15K | SH |
| DKNG | DRAFTKINGS INC NEW COM CL A | 106 | $1K–$15K | SH |