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Medifast shares owned by Principia Wealth Advisory

Quarter-by-quarter ownership of Medifast (MED) shares owned by Principia Wealth Advisory from 13F filings

Historical chart of Principia Wealth Advisory investment in Medifast

Tip: Access up to 7 years of quarterly data

All positions including Medifast held by Principia Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Medifast by Principia Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-06-30 $84 6 14.00
2025-03-31 $79 6 13.17
2024-12-31 $106 6 17.67

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Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Trueshares Structured Outcome Etf (SEPZ)
Imgp Dbi Managed Futures Strategy Etf Etf (DBMF)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Eyepoint Pharmaceuticals Stock (EYPT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Adverum Biotechnologies Stock (ADVM)
San Juan Basin Rty Tr Unit Ben Int Stock (SJT)
Ishares Gold Trust Etf (IAU)
Ishares Short Treasury Bond Etf Etf (SHV)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Silver Trust Etf (SLV)
Schwab Fundamental Int'l Large Cap Index Etf (FNDF)

View all positions for Principia Wealth Advisory

Top funds holding Medifast

BlackRock
Renaissance Technologies
Vanguard Group
Susquehanna International
Charles Schwab Investment Management
Morgan Stanley
Jane Street
Peak6
Acadian Asset Management
Lido Advisors
AQR Capital Management
Dimensional Fund Advisors
D. E. Shaw & Co
Citadel Advisors
Geode Capital Management

View all funds holding Medifast