Principia Wealth Advisory, LLC Asset Management

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$312 Million 0.3% of portfolio
13,185
Q1 2025 Reduced 19.31%
$0
$212 Million 0.2% of portfolio
20,445
Q1 2025 Reduced 12.18%
$0
$82.3 Million 0.08% of portfolio
9,614
Q4 2024 New
$0
$61.5 Million 0.06% of portfolio
3,981
Q1 2025 Added 41.12%
$0
$34.2 Million 0.03% of portfolio
1,250
Q1 2025 Reduced 10.71%
$92.5B
$3.85 Million 0.0% of portfolio
28
Q1 2025 Added 40.0%
$88.7B
$2.54 Million 0.0% of portfolio
23
Q1 2025 Added 27.78%
$62.7B
$2.06 Million 0.0% of portfolio
26
Q1 2025 Added 62.5%
$50.6B
$1.89 Million 0.0% of portfolio
4
Q1 2025 Added 100.0%
$23.8B
$1.28 Million 0.0% of portfolio
9
Q1 2025 Added 125.0%
$75.3B
$1.16 Million 0.0% of portfolio
9
Q1 2025 Reduced 35.71%
$7.61B
$965,000 0.0% of portfolio
53
Q1 2025 New
$20.2B
$811,000 0.0% of portfolio
9
Q1 2025 Added 80.0%
$18.7B
$653,000 0.0% of portfolio
7
Q1 2025 Added 75.0%
$13.2B
$593,000 0.0% of portfolio
15
Q1 2025 Added 650.0%
$5.9B
$478,000 0.0% of portfolio
35
Q1 2025 Added 29.63%
$9.9B
$365,000 0.0% of portfolio
5
Q1 2025 New
$29.7B
$329,000 0.0% of portfolio
4
Q1 2025 Reduced 33.33%
$9B
$279,000 0.0% of portfolio
15
Q1 2025 New
$20.2B
$29,000 0.0% of portfolio
1
Q1 2025 New
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