Principia Wealth Advisory, LLC Options Holdings
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 2025
Summary
- Portfolio
- No. of Stocks 856
- Current Value $104 Billion
- Prior Value $107 Billion
- Filing
- Period Q1 2025
- Filing Date April 11, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 146 stocks
- Additional Purchases 401 stocks
- Sold out of 68 stocks
- Reduced holdings in 198 stocks