Principia Wealth Advisory, LLC Banks—Regional

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.57B
$80.3 Million 0.08% of portfolio
1,500
Q4 2024 New
$30B
$1.4 Million 0.0% of portfolio
39
Q1 2025 Added 160.0%
$79.7B
$1.28 Million 0.0% of portfolio
8
Q1 2025 Reduced 20.0%
$23.7B
$1.2 Million 0.0% of portfolio
32
Q1 2025 Added 190.91%
$9.28B
$822,000 0.0% of portfolio
12
Q1 2025 Added 20.0%
$8.52B
$777,000 0.0% of portfolio
17
Q1 2025 Reduced 5.56%
$69.9B
$668,000 0.0% of portfolio
17
Q1 2025 Reduced 60.47%
$60.6B
$570,000 0.0% of portfolio
15
Q1 2025 Reduced 46.43%
$35.1B
$504,000 0.0% of portfolio
3
Q1 2025 Reduced 25.0%
$10.5B
$467,000 0.0% of portfolio
10
Q1 2025 Added 150.0%
$7.47B
$349,000 0.0% of portfolio
4
Q1 2025 New
$6.48B
$346,000 0.0% of portfolio
12
Q1 2025 New
$1.96B
$333,000 0.0% of portfolio
15
Q1 2025 New
$8.36B
$331,000 0.0% of portfolio
6
Q1 2025 New
$8.07B
$312,000 0.0% of portfolio
3
Q1 2025 New
$23.1B
$300,000 0.0% of portfolio
15
Q1 2025 Reduced 40.0%
$8.39B
$261,000 0.0% of portfolio
3
Q1 2025 New
$24.6B
$260,000 0.0% of portfolio
19
Q1 2025 Reduced 45.71%
$7.95B
$257,000 0.0% of portfolio
6
Q1 2025 New
$11.8B
$253,000 0.0% of portfolio
14
Q1 2025 New
$8.82B
$229,000 0.0% of portfolio
2
Q1 2025 New
$9.1B
$193,000 0.0% of portfolio
2
Q1 2025 New
$6.83B
$118,000 0.0% of portfolio
6
Q1 2025 New
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