Back to SJT
Principia Wealth Advisory, LLC → SJT
Principia Wealth Advisory, LLC SJT Position History
San Juan Basin Royalty Trust • Energy
Quarters held
2
Latest value
$3M
Q4 2025
Peak value
$3.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.5M |
| Q4 2025 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q4 2025 | $3M | 531.0K | — | — |
| Q3 2025 | $3.5M | 578.8K | — | — |
Other funds holding SJT
$5.9M
$4.9M
$4.5M
$3.8M
$2.2M
$1.9M
$1.8M
$1.7M
Other Principia Wealth Advisory, LLC positions
ETHA
$24MINVESCO NASDAQ 100 ETF
ETHA
$20.2MINVESCO NASDAQ 100 ETF
ETHA
$16.2MINVESCO NASDAQ 100 ETF
LEO
$14.8MBNY MELLON US LARGE CAP CORE EQUITY ETF
ETHA
$13.8MINVESCO NASDAQ 100 ETF
VGES
$12.7MVANGUARD FTSE DEVELOPED MARKETS ETF
LEO
$12.5MBNY MELLON US LARGE CAP CORE EQUITY ETF
STT-PG
$12MSTATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF