COPIA WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BLK | 7 | $8.16K |
 | AXP | 7 | $2.33K |
 | WM | 7 | $1.55K |
 | WFC | 6 | $503 |
 | RBLX | 5 | $693 |
 | SPG | 5 | $938 |
 | KEYS | 5 | $875 |
 | MELI | 4 | $9.35K |
 | ISRG | 4 | $1.79K |
 | ROKU | 4 | $401 |
 | DGX | 2 | $381 |
 | MDB | 2 | $621 |
 | ADM | 1 | $60 |
BlackRock, Inc.
BLK
Shares Held
7
Value
$8.16K
American Express Company
AXP
Shares Held
7
Value
$2.33K
Waste Management, Inc.
WM
Shares Held
7
Value
$1.55K
Wells Fargo & Company
WFC
Shares Held
6
Value
$503
Roblox Corporation
RBLX
Shares Held
5
Value
$693
Simon Property Group, Inc.
SPG
Shares Held
5
Value
$938
Keysight Technologies, Inc.
KEYS
Shares Held
5
Value
$875
MercadoLibre, Inc.
MELI
Shares Held
4
Value
$9.35K
Intuitive Surgical, Inc.
ISRG
Shares Held
4
Value
$1.79K
Roku, Inc.
ROKU
Shares Held
4
Value
$401
Quest Diagnostics Incorporated
DGX
Shares Held
2
Value
$381
MongoDB, Inc.
MDB
Shares Held
2
Value
$621
Archer-Daniels-Midland Company
ADM
Shares Held
1
Value
$60
...