COPIA WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AVGO | 498 | $164.22K |
 | BRK-B | 477 | $239.81K |
 | WMB | 456 | $28.89K |
 | HIMS | 438 | $24.84K |
 | DLR | 414 | $71.57K |
 | AFRM | 402 | $29.38K |
 | EMR | 393 | $51.55K |
 | GOOG | 385 | $93.77K |
 | LOW | 375 | $94.24K |
 | META | 371 | $272.45K |
 | ABBV | 368 | $85.21K |
 | PSX | 363 | $49.38K |
 | CL | 359 | $28.70K |
 | INTC | 350 | $11.74K |
 | WELL | 333 | $59.32K |
 | DE | 329 | $150.44K |
 | DIS | 329 | $37.67K |
 | EA | 308 | $62.12K |
 | AMGN | 302 | $85.22K |
 | JNJ | 294 | $54.51K |
Broadcom Inc.
AVGO
Shares Held
498
Value
$164.22K
Berkshire Hathaway Inc.
BRK-B
Shares Held
477
Value
$239.81K
The Williams Companies, Inc.
WMB
Shares Held
456
Value
$28.89K
Hims & Hers Health, Inc.
HIMS
Shares Held
438
Value
$24.84K
Digital Realty Trust, Inc.
DLR
Shares Held
414
Value
$71.57K
Affirm Holdings, Inc.
AFRM
Shares Held
402
Value
$29.38K
Emerson Electric Co.
EMR
Shares Held
393
Value
$51.55K
Alphabet Inc.
GOOG
Shares Held
385
Value
$93.77K
Lowe's Companies, Inc.
LOW
Shares Held
375
Value
$94.24K
Meta Platforms, Inc.
META
Shares Held
371
Value
$272.45K
AbbVie Inc.
ABBV
Shares Held
368
Value
$85.21K
Phillips 66
PSX
Shares Held
363
Value
$49.38K
Colgate-Palmolive Company
CL
Shares Held
359
Value
$28.70K
Intel Corporation
INTC
Shares Held
350
Value
$11.74K
Welltower Inc.
WELL
Shares Held
333
Value
$59.32K
Deere & Company
DE
Shares Held
329
Value
$150.44K
The Walt Disney Company
DIS
Shares Held
329
Value
$37.67K
Electronic Arts Inc.
EA
Shares Held
308
Value
$62.12K
Amgen Inc.
AMGN
Shares Held
302
Value
$85.22K
Johnson & Johnson
JNJ
Shares Held
294
Value
$54.51K