
COPIA WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | PCT | 64K | $841.82K |
![]() | PTRN | 21K | $293.56K |
![]() | UPS | 10K | $822.44K |
![]() | AAPL | 6K | $1.56M |
![]() | SOFI | 6K | $161.06K |
![]() | AMZN | 5K | $1.16M |
![]() | NKE | 5K | $350.95K |
![]() | EOSE | 5K | $54.63K |
![]() | ENVX | 3K | $31.30K |
![]() | PLBY | 3K | $3.79K |
![]() | MSFT | 2K | $1.22M |
![]() | SO | 2K | $217.46K |
![]() | BROS | 2K | $83.48K |
![]() | AEG | 2K | $12.58K |
![]() | ORCL | 1K | $382.71K |
![]() | GOOGL | 1K | $291.72K |
![]() | EPD | 1K | $34.68K |
![]() | PANW | 1K | $217.67K |
![]() | MO | 1K | $70.22K |
![]() | DUK | 1K | $125.85K |

PureCycle Technologies, Inc.
PCT
Shares Held
64K
Value
$841.82K

Pattern Group Inc. Series A Common Stock
PTRN
Shares Held
21K
Value
$293.56K

United Parcel Service, Inc.
UPS
Shares Held
10K
Value
$822.44K

Apple Inc.
AAPL
Shares Held
6K
Value
$1.56M

SoFi Technologies, Inc.
SOFI
Shares Held
6K
Value
$161.06K

Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.16M

NIKE, Inc.
NKE
Shares Held
5K
Value
$350.95K

Eos Energy Enterprises, Inc.
EOSE
Shares Held
5K
Value
$54.63K

Enovix Corporation
ENVX
Shares Held
3K
Value
$31.30K

Playboy, Inc.
PLBY
Shares Held
3K
Value
$3.79K

Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.22M

The Southern Company
SO
Shares Held
2K
Value
$217.46K

Dutch Bros Inc.
BROS
Shares Held
2K
Value
$83.48K

Aegon Ltd.
AEG
Shares Held
2K
Value
$12.58K

Oracle Corporation
ORCL
Shares Held
1K
Value
$382.71K

Alphabet Inc.
GOOGL
Shares Held
1K
Value
$291.72K

Enterprise Products Partners L.P.
EPD
Shares Held
1K
Value
$34.68K

Palo Alto Networks, Inc.
PANW
Shares Held
1K
Value
$217.67K

Altria Group, Inc.
MO
Shares Held
1K
Value
$70.22K

Duke Energy Corporation
DUK
Shares Held
1K
Value
$125.85K
