Principia Wealth Advisory, LLC Software—Application

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$162B
$7.43 Million 0.01% of portfolio
9
Q1 2025 Added 80.0%
$145B
$6.11 Million 0.01% of portfolio
84
Q1 2025 Added 200.0%
$48.8B
$5.54 Million 0.01% of portfolio
3
Q1 2025 Added 200.0%
$167B
$5.37 Million 0.01% of portfolio
9
Q1 2025 Added 28.57%
$255B
$4.24 Million 0.0% of portfolio
16
Q1 2025 Reduced 36.0%
$53.1B
$2.9 Million 0.0% of portfolio
11
Q1 2025 Added 83.33%
$46.3B
$2.57 Million 0.0% of portfolio
17
Q1 2025 Added 142.86%
$68.9B
$2.48 Million 0.0% of portfolio
9
Q1 2025 Added 80.0%
$2.7B
$2.38 Million 0.0% of portfolio
8
Q1 2025 Added 100.0%
$115B
$1.83 Million 0.0% of portfolio
20
Q4 2024 New
$26.7B
$1.36 Million 0.0% of portfolio
14
Q1 2025 Added 55.56%
$16.2B
$944,000 0.0% of portfolio
5
Q4 2024 New
$26.3B
$929,000 0.0% of portfolio
3
Q1 2025 Reduced 25.0%
$71.5B
$794,000 0.0% of portfolio
3
Q1 2025 Reduced 62.5%
$15.1B
$786,000 0.0% of portfolio
10
Q1 2025 Added 11.11%
$3.69B
$695,000 0.0% of portfolio
15
Q1 2025 New
$23.8B
$565,000 0.0% of portfolio
1
Q4 2024 New
$25.3B
$549,000 0.0% of portfolio
1
Q1 2025 Reduced 50.0%
$21.6B
$541,000 0.0% of portfolio
10
Q1 2025 Reduced 9.09%
$25B
$531,000 0.0% of portfolio
3
Q1 2025 Reduced 40.0%
$18.1B
$503,000 0.0% of portfolio
7
Q1 2025 Reduced 41.67%
$10.1B
$499,000 0.0% of portfolio
3
Q1 2025 Added 50.0%
$12.5B
$496,000 0.0% of portfolio
11
Q1 2025 Reduced 35.29%
$19.7B
$467,000 0.0% of portfolio
6
Q4 2024 New
$17.2B
$448,000 0.0% of portfolio
3
Q1 2025 Reduced 57.14%
$13.1B
$437,000 0.0% of portfolio
2
Q1 2025 Added 100.0%
$7.55B
$417,000 0.0% of portfolio
5
Q1 2025 New
$9.88B
$394,000 0.0% of portfolio
7
Q1 2025 Reduced 30.0%
$11.9B
$379,000 0.0% of portfolio
9
Q1 2025 Added 80.0%
$9.64B
$337,000 0.0% of portfolio
1
Q1 2025 New
$8.28B
$255,000 0.0% of portfolio
4
Q1 2025 Reduced 20.0%
$5.71B
$71,000 0.0% of portfolio
1
Q1 2025 New
$4.35B
$44,000 0.0% of portfolio
1
Q1 2025 New
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