Principia Wealth Advisory, LLC Reduced Holdings in Q1 2025

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MLPA
Global X Mlp ETF

ETFs
-33.2K
- 50.62%
$49.83 - $54.53 $1.66M - $1.81M
32.4K $1.57B
GOAU
ETF Ser Solutions Us Global Go
-74K
- 47.05%
N/A
83.3K $2.03B
Ishares Bitcoin Trust ETF
-5.3K
- 17.74%
N/A
24.6K $1.15B
Fidelity Ethereum Fund ETF
-457
- 3.85%
N/A
11.4K $187M
AAPL
Apple Inc.

Technology
-21
- 0.81%
$209.68 - $247.1 $4.4K - $5.19K
2.57K $511M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-2.3K
- 33.43%
$36.6 - $39.56 $84.2K - $91K
4.58K $165M
WMT
Walmart Inc.

Consumer Defensive
-918
- 40.78%
$84.5 - $105.05 $77.6K - $96.4K
1.33K $119M
AMZN
Amazon Com Inc

Consumer Cyclical
-112
- 18.24%
$190.26 - $242.06 $21.3K - $27.1K
502 $95.9M
TPYP
Managed Portfolio Ser Tortoise

ETFs
-959
- 23.14%
$34.32 - $37.26 $32.9K - $35.7K
3.19K $107M
AZEK
Azek CO Inc.

Industrials
-707
- 76.76%
$39.61 - $52.0 $28K - $36.8K
214 $10.1M
Fidelity Wise Origin Bitcoin Fund
-360
- 93.99%
N/A
23 $1.65M
GOOGL
Alphabet Inc.

Communication Services
-8
- 0.95%
$154.33 - $206.19 $1.23K - $1.65K
832 $132M
Brookfield Renewable Corp Cl A Ex Sub Vtg
-870
- 62.59%
N/A
520 $13.9M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-378
- 48.09%
$48.65 - $53.06 $18.4K - $20.1K
408 $19.2M
PHYS
Sprott Physical Gold Trust

Financial Services
-3.16K
- 19.31%
$20.25 - $23.82 $63.9K - $75.2K
13.2K $312M
AMCR
Amcor PLC

Consumer Cyclical
-3
- 0.01%
$9.33 - $10.39 $28 - $31.2
36.9K $333M
TFX
Teleflex Inc

Healthcare
-1
- 0.3%
$130.79 - $183.66 $131 - $184
328 $44.4M
FTV
Fortive Corp

Technology
-2
- 0.12%
$71.82 - $82.98 $144 - $166
1.72K $117M
PSLV
Sprott Physical Silver Trust

Financial Services
-2.84K
- 12.18%
$9.86 - $11.68 $28K - $33.1K
20.4K $212M
NKE
Nike, Inc.

Consumer Cyclical
-67
- 16.14%
$63.29 - $81.72 $4.24K - $5.48K
348 $20.6M
GGLS
Direxion Shs ETF Tr Daily Goog
-1K
- 39.49%
N/A
1.53K $21.6M
Pimco Commodity Strategy Active Exchange Traded Fund
-340
- 25.56%
N/A
990 $24.7M
CTSH
Cognizant Technology Solutions Corp

Technology
-5
- 0.29%
$75.32 - $90.7 $377 - $454
1.74K $127M
UTES
Virtus Reaves Utilities ETF
-106
- 6.18%
N/A
1.61K $102M
HON
Honeywell International Inc

Industrials
-14
- 9.79%
$202.75 - $226.52 $2.84K - $3.17K
129 $25.7M
BAC
Bank Of America Corp

Financial Services
-110
- 63.58%
$39.61 - $47.74 $4.36K - $5.25K
63 $2.34M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-240
- 4.47%
$48.43 - $49.86 $11.6K - $12K
5.12K $255M
LOW
Lowes Companies Inc

Consumer Cyclical
-7
- 6.09%
$222.66 - $268.42 $1.56K - $1.88K
108 $24.1M
CRM
Salesforce, Inc.

Technology
-9
- 36.0%
$268.36 - $359.95 $2.42K - $3.24K
16 $4.24M
IEMG
Ishares Inc

ETFs
-75
- 70.09%
N/A
32 $1.63M
HD
Home Depot, Inc.

Consumer Cyclical
-8
- 32.0%
$347.25 - $424.87 $2.78K - $3.4K
17 $6.04M
OVV
Ovintiv Inc.

Energy
-7
- 0.95%
$37.84 - $45.91 $265 - $321
731 $26.3M
HAL
Halliburton CO

Energy
-34
- 8.11%
$24.15 - $29.9 $821 - $1.02K
385 $8.5M
AXP
American Express CO

Financial Services
-9
- 60.0%
$255.39 - $325.87 $2.3K - $2.93K
6 $1.57M
XCEM
Columbia ETF Tr Ii

ETFs
-92
- 52.27%
$29.18 - $30.72 $2.68K - $2.83K
84 $2.4M
PFE
Pfizer Inc

Healthcare
-69
- 42.59%
$25.01 - $27.13 $1.73K - $1.87K
93 $2.09M
LMT
Lockheed Martin Corp

Industrials
-4
- 66.67%
$423.19 - $506.29 $1.69K - $2.03K
2 $924K
MRVL
Marvell Technology, Inc.

Technology
-14
- 63.64%
$61.57 - $126.06 $862 - $1.76K
8 $488K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-7
- 77.78%
$221.78 - $273.45 $1.55K - $1.91K
2 $437K
CDNS
Cadence Design Systems Inc

Technology
-5
- 62.5%
$233.96 - $324.52 $1.17K - $1.62K
3 $794K
C
Citigroup Inc

Financial Services
-19
- 39.58%
$67.23 - $84.63 $1.28K - $1.61K
29 $1.86M
USB
Us Bancorp \De\

Financial Services
-26
- 60.47%
$40.92 - $50.9 $1.06K - $1.32K
17 $668K
ITW
Illinois Tool Works Inc

Industrials
-5
- 55.56%
$244.9 - $274.48 $1.22K - $1.37K
4 $939K
COP
Conocophillips

Energy
-3
- 2.24%
$88.6 - $105.85 $266 - $318
131 $12M
SRE
Sempra Energy

Utilities
-12
- 63.16%
$67.85 - $87.67 $814 - $1.05K
7 $476K
APO
Apollo Global Management, Inc.

Financial Services
-5
- 35.71%
$126.01 - $172.06 $630 - $860
9 $1.16M
PLD
Prologis, Inc.

Real Estate
-9
- 33.33%
$103.59 - $124.04 $932 - $1.12K
18 $1.77M
DHR
Danaher Corp

Healthcare
-2
- 11.11%
$201.62 - $250.59 $403 - $501
16 $3.07M
NXPI
Nxp Semiconductors N.V.

Technology
-5
- 83.33%
$189.99 - $245.86 $950 - $1.23K
1 $186K
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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