Principia Wealth Advisory, LLC Asset Management

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$279 Million 0.24% of portfolio
11,020
Q2 2025 Reduced 16.42%
$0
$209 Million 0.18% of portfolio
17,070
Q2 2025 Reduced 16.51%
$0
$83.5 Million 0.07% of portfolio
9,614
Q4 2024 New
$0
$61.2 Million 0.05% of portfolio
3,981
Q1 2025 Added 41.12%
$0
$31.2 Million 0.03% of portfolio
1,045
Q2 2025 Reduced 16.4%
$103B
$3.44 Million 0.0% of portfolio
23
Q2 2025 Reduced 17.86%
$104B
$3.06 Million 0.0% of portfolio
23
Q1 2025 Added 27.78%
$88.6B
$3.01 Million 0.0% of portfolio
33
Q2 2025 Added 26.92%
$27.1B
$2.16 Million 0.0% of portfolio
17
Q2 2025 Added 142.86%
$49.2B
$2.14 Million 0.0% of portfolio
4
Q1 2025 Added 100.0%
$18.9B
$1.75 Million 0.0% of portfolio
34
Q2 2025 Added 126.67%
$79.4B
$1.56 Million 0.0% of portfolio
11
Q2 2025 Added 22.22%
$11.1B
$1.34 Million 0.0% of portfolio
56
Q2 2025 Added 273.33%
$43.4B
$1.28 Million 0.0% of portfolio
12
Q2 2025 Added 200.0%
$20.7B
$1.19 Million 0.0% of portfolio
15
Q2 2025 Added 150.0%
$23.2B
$1.16 Million 0.0% of portfolio
12
Q2 2025 Added 33.33%
$7.29B
$777,000 0.0% of portfolio
20
Q2 2025 New
$10.6B
$710,000 0.0% of portfolio
45
Q2 2025 Added 28.57%
$19.3B
$639,000 0.0% of portfolio
18
Q2 2025 Added 1,700.0%
$9.91B
$590,000 0.0% of portfolio
3
Q2 2025 New
$26.5B
$520,000 0.0% of portfolio
3
Q2 2025 Reduced 66.67%
Filter Shares Options
Track This Portfolio

Track Principia Wealth Advisory, LLC Portfolio

Follow Principia Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principia Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principia Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email