Principia Wealth Advisory, LLC Incresed Positions in Q1 2025

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
323K
+ 34072.5%
$28.92 - $29.22 $9.35M - $9.45M
324K $9.46B
SJT
San Juan Basin Royalty Trust

Energy
633K
+ 3003.28%
$3.78 - $5.63 $2.39M - $3.56M
654K $3.35B
VEU
Vanguard Ftse All World Ex Us

ETFs
17.2K
+ 12.65%
$56.51 - $62.98 $974K - $1.09M
153K $8.91B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
11.5K
+ 32.27%
$81.83 - $82.67 $943K - $953K
47.2K $3.9B
SHV
Ishares Tr

ETFs
5.96K
+ 22.64%
$110.11 - $110.51 $657K - $659K
32.3K $3.56B
IAU
Ishares Gold Trust

ETFs
262
+ 0.42%
$49.74 - $58.96 $13K - $15.4K
62.9K $3.67B
EYPT
Eye Point Pharmaceuticals, Inc.

Healthcare
263K
+ 97.42%
$5.72 - $9.22 $1.51M - $2.43M
534K $2.44B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
23.3K
+ 12.26%
$24.88 - $26.85 $579K - $625K
213K $5.35B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.51K
+ 10.09%
$42.5 - $46.71 $404K - $444K
104K $4.41B
FNDF
Schwab Fundamental Intl Large

ETFs
4.94K
+ 8.24%
$32.9 - $37.45 $162K - $185K
64.8K $2.24B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.25K
+ 159.41%
$126.11 - $135.06 $158K - $169K
2.04K $250M
Gmo U.S. Quality ETF Shs
1.74K
+ 42.85%
N/A
5.8K $178M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
1.18K
+ 17.98%
$38.54 - $41.5 $45.6K - $49.1K
7.77K $299M
VGSH
Vanguard

ETFs
536
+ 4.66%
$58.07 - $58.68 $31.1K - $31.5K
12K $705M
FMIL
Fidelity Covington Tr New Mill
705
+ 313.33%
N/A
930 $39.3M
FNDX
Schwab Fundamental U S Large C

ETFs
4.47K
+ 7.32%
$23.03 - $25.01 $103K - $112K
65.5K $1.47B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19
+ 8.68%
$442.66 - $534.52 $8.41K - $10.2K
238 $124M
TTWO
Take Two Interactive Software Inc

Communication Services
1
+ 0.1%
$178.61 - $217.95 $179 - $218
993 $207M
Vanguard Core Plus Bond ETF
277
+ 5.89%
N/A
4.98K $381M
PNW
Pinnacle West Capital Corp

Utilities
33
+ 0.98%
$81.76 - $95.25 $2.7K - $3.14K
3.41K $309M
SIVR
Abrdn Silver ETF Trust

ETFs
10
+ 0.09%
$28.07 - $32.82 $281 - $328
11.7K $345M
AMGN
Amgen Inc

Healthcare
19
+ 3.54%
$258.59 - $327.36 $4.91K - $6.22K
555 $161M
DBL
Double Line Opportunistic Credit Fund

Financial Services
1.16K
+ 41.12%
$15.51 - $15.85 $18K - $18.4K
3.98K $61.5M
META
Meta Platforms, Inc.

Communication Services
30
+ 53.57%
$576.74 - $736.67 $17.3K - $22.1K
86 $50.4M
TSLA
Tesla, Inc.

Consumer Cyclical
94
+ 114.63%
$222.15 - $428.22 $20.9K - $40.3K
176 $47.9M
GOOG
Alphabet Inc.

Communication Services
85
+ 111.84%
$156.06 - $207.71 $13.3K - $17.7K
161 $25.9M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
74
+ 1.21%
$76.94 - $78.24 $5.69K - $5.79K
6.17K $482M
MDT
Medtronic PLC

Healthcare
27
+ 2.05%
$79.84 - $94.5 $2.16K - $2.55K
1.34K $115M
V
Visa Inc.

Financial Services
26
+ 63.41%
$306.92 - $362.71 $7.98K - $9.43K
67 $22.3M
XOM
Exxon Mobil Corp

Energy
92
+ 13.01%
$105.44 - $118.93 $9.7K - $10.9K
799 $84.6M
MA
Mastercard Inc

Financial Services
17
+ 85.0%
$504.67 - $576.31 $8.58K - $9.8K
37 $19.1M
NAK
Northern Dynasty Minerals LTD

Basic Materials
500
+ 2.27%
$0.58 - $1.22 $290 - $610
22.5K $20.5M
MCK
Mckesson Corp

Healthcare
1
+ 1.49%
$566.21 - $672.99 $566 - $673
68 $45.7M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
48
+ 1.08%
$9.19 - $12.93 $441 - $621
4.47K $48.2M
AMAT
Applied Materials Inc

Technology
44
+ 400.0%
$145.06 - $195.51 $6.38K - $8.6K
55 $8.24M
UNH
Unitedhealth Group Inc

Healthcare
8
+ 34.78%
$461.52 - $548.18 $3.69K - $4.39K
31 $17.9M
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 4.59%
$279.74 - $321.29 $2.8K - $3.21K
228 $69.3M
SCHW
Schwab Charles Corp

Financial Services
13
+ 0.33%
$71.24 - $83.64 $926 - $1.09K
4K $301M
VZ
Verizon Communications Inc

Communication Services
52
+ 4.36%
$37.81 - $46.49 $1.97K - $2.42K
1.25K $53.4M
PG
Procter & Gamble CO

Consumer Defensive
35
+ 62.5%
$158.56 - $176.26 $5.55K - $6.17K
91 $14.8M
TT
Trane Technologies PLC

Industrials
16
+ 266.67%
$332.0 - $400.86 $5.31K - $6.41K
22 $7.54M
NFLX
Netflix Inc

Communication Services
5
+ 50.0%
$828.4 - $1058.6 $4.14K - $5.29K
15 $14.2M
ABT
Abbott Laboratories

Healthcare
35
+ 79.55%
$111.1 - $140.22 $3.89K - $4.91K
79 $10M
CSCO
Cisco Systems, Inc.

Technology
88
+ 85.44%
$58.74 - $64.87 $5.17K - $5.71K
191 $11.1M
PEP
Pepsico Inc

Consumer Defensive
35
+ 233.33%
$142.64 - $156.42 $4.99K - $5.47K
50 $7.28M
JNJ
Johnson & Johnson

Healthcare
26
+ 17.57%
$142.06 - $167.7 $3.69K - $4.36K
174 $26.3M
TXN
Texas Instruments Inc

Technology
30
+ 230.77%
N/A
43 $7.29M
MMM
3 M CO

Industrials
34
+ 242.86%
$129.7 - $155.12 $4.41K - $5.27K
48 $6.64M
TJX
Tjx Companies Inc

Consumer Cyclical
37
+ 132.14%
$112.81 - $126.16 $4.17K - $4.67K
65 $8.19M
Activity Summary
Buys All Purchases 547 New Holdings 146 Increased Positions 401 Sells All Sells 266 Reductions 198 Sold out 68 Options Calls 3 Puts 0
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