Managed by Copia Wealth Management • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $8.1M | 398.7K | 0.00% | — |
| 2 | ? N/A — | $7.2M | 357.0K | 0.00% | — |
| 3 | D DIA — | $6.7M | 83.8K | 0.00% | — |
| 4 | ? N/A — | $6.7M | 329.1K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $6.7M |
| 85.2K |
| 0.00% |
| — |
| 6 | A AMGN — | $6.4M | 128.3K | 0.00% | — |
| 7 | A AMGN — | $6.2M | 124.2K | 0.00% | — |
| 8 | A AMGN — | $6.2M | 123.9K | 0.00% | — |
| 9 | D DIA — | $6.1M | 83.4K | 0.00% | — |
| 10 | A AMGN — | $5.9M | 117.6K | 0.00% | — |
| 11 | D DIA — | $5.5M | 79.5K | 0.00% | — |
| 12 | D DIA — | $5.4M | 81.4K | 0.00% | — |
| 13 | ? N/A — | $5.4M | 263.5K | 0.00% | — |
| 14 | A AMGN — | $5.3M | 105.6K | 0.00% | — |
| 15 | G GLD — | $5.2M | 13.2K | 0.00% | — |
| 16 | G GLD — | $4.9M | 13.7K | 0.00% | — |
| 17 | ? N/A — | $4.9M | 96.9K | 0.00% | — |
| 18 | ? N/A — | $4.7M | 232.8K | 0.00% | — |
| 19 | ? N/A — | $4.7M | 183.6K | 0.00% | — |
| 20 | ? N/A — | $4.7M | 93.3K | 0.00% | — |