
COPIA WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | TSLA | 998 | $443.83K |
![]() | OKLO | 937 | $104.60K |
![]() | PM | 878 | $142.41K |
![]() | CSCO | 875 | $59.87K |
![]() | ALLY | 811 | $31.79K |
![]() | RKLB | 803 | $38.47K |
![]() | COST | 790 | $731.25K |
![]() | AFL | 759 | $84.78K |
![]() | CCJ | 755 | $63.31K |
![]() | HL | 754 | $9.12K |
![]() | ITRI | 741 | $92.30K |
![]() | PLTR | 655 | $119.48K |
![]() | NVDA | 645 | $120.35K |
![]() | PG | 642 | $98.64K |
![]() | MPC | 630 | $121.43K |
![]() | CVX | 610 | $94.73K |
![]() | NEE | 584 | $44.09K |
![]() | COF | 575 | $122.23K |
![]() | JPM | 568 | $179.16K |
![]() | IRT | 520 | $8.52K |

Tesla, Inc.
TSLA
Shares Held
998
Value
$443.83K

Oklo Inc.
OKLO
Shares Held
937
Value
$104.60K

Philip Morris International Inc.
PM
Shares Held
878
Value
$142.41K

Cisco Systems, Inc.
CSCO
Shares Held
875
Value
$59.87K

Ally Financial Inc.
ALLY
Shares Held
811
Value
$31.79K

Rocket Lab USA, Inc.
RKLB
Shares Held
803
Value
$38.47K

Costco Wholesale Corporation
COST
Shares Held
790
Value
$731.25K

Aflac Incorporated
AFL
Shares Held
759
Value
$84.78K

Cameco Corporation
CCJ
Shares Held
755
Value
$63.31K

Hecla Mining Company
HL
Shares Held
754
Value
$9.12K

Itron, Inc.
ITRI
Shares Held
741
Value
$92.30K

Palantir Technologies Inc.
PLTR
Shares Held
655
Value
$119.48K

NVIDIA Corporation
NVDA
Shares Held
645
Value
$120.35K

The Procter & Gamble Company
PG
Shares Held
642
Value
$98.64K

Marathon Petroleum Corporation
MPC
Shares Held
630
Value
$121.43K

Chevron Corporation
CVX
Shares Held
610
Value
$94.73K

NextEra Energy, Inc.
NEE
Shares Held
584
Value
$44.09K

Capital One Financial Corporation
COF
Shares Held
575
Value
$122.23K

JPMorgan Chase & Co.
JPM
Shares Held
568
Value
$179.16K

Independence Realty Trust, Inc.
IRT
Shares Held
520
Value
$8.52K
