Principia Wealth Advisory, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $104 Billion distributed in 856 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $12B, Spdr Portfolio Short Term Trea with a value of $9.46B, Vanguard Ftse All World Ex Us with a value of $8.91B, Trueshares Structured Outcome (September) ETF with a value of $7.76B, and Adverum Biotechnologies Inc Com New with a value of $6.07B.
Examining the 13F form we can see an decrease of $2.13B in the current position value, from $107B to 104B.
Also it can be appreciated an additional of 146 stocks purchases and 68 closed positions.
Principia Wealth Advisory, LLC is based out at Dallas, TX
Below you can find more details about Principia Wealth Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$104 Billion
ETFs: $71.3 Billion
Energy: $4.11 Billion
Healthcare: $3.86 Billion
Financial Services: $1.77 Billion
Technology: $1.57 Billion
Consumer Cyclical: $690 Million
Consumer Defensive: $662 Million
Communication Services: $522 Million
Other: $916 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
