Principia Wealth Advisory, LLC Purchases in Q2 2025

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
61
New
$58.08 - $81.05 $3.54K - $4.94K
61 $4.21M
IBM
International Business Machines Corp

Technology
7
+ 19.44%
$221.03 - $294.78 $1.55K - $2.06K
43 $12.7M
AXP
American Express CO

Financial Services
12
+ 200.0%
$231.39 - $318.98 $2.78K - $3.83K
18 $5.74M
SHEL
Shell PLC

Energy
58
New
$59.75 - $73.05 $3.47K - $4.24K
58 $4.08M
ABBV
Abb Vie Inc.

Healthcare
20
+ 32.79%
$170.16 - $206.27 $3.4K - $4.13K
81 $15M
CAT
Caterpillar Inc

Industrials
7
+ 46.67%
$273.94 - $388.21 $1.92K - $2.72K
22 $8.54M
HSBC
Hsbc Holdings PLC

Financial Services
66
New
$46.68 - $61.09 $3.08K - $4.03K
66 $4.01M
APH
Amphenol Corp

Technology
18
+ 26.47%
$59.09 - $98.75 $1.06K - $1.78K
86 $8.49M
AZN
Astrazeneca PLC

Healthcare
56
New
$64.87 - $75.0 $3.63K - $4.2K
56 $3.91M
CPRT
Copart Inc

Consumer Cyclical
84
+ 300.0%
$47.72 - $63.84 $4.01K - $5.36K
112 $5.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
83
+ 2766.67%
$87.84 - $1441.89 $7.29K - $120K
86 $7.75M
MDT
Medtronic PLC

Healthcare
13
+ 0.97%
$80.68 - $88.86 $1.05K - $1.16K
1.36K $118M
MU
Micron Technology Inc

Technology
15
+ 37.5%
$64.72 - $127.91 $971 - $1.92K
55 $6.78M
MKTX
Marketaxess Holdings Inc

Financial Services
1
+ 0.61%
$203.19 - $231.09 $203 - $231
166 $37M
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 66.67%
$451.58 - $565.94 $2.71K - $3.4K
15 $8.15M
UBER
Uber Technologies, Inc

Technology
18
+ 21.43%
$64.62 - $93.3 $1.16K - $1.68K
102 $9.52M
ADBE
Adobe Inc.

Technology
8
+ 66.67%
$340.0 - $420.68 $2.72K - $3.37K
20 $7.74M
COIN
Coinbase Global, Inc.

Technology
8
+ 266.67%
$151.47 - $375.07 $1.21K - $3K
11 $3.86M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
59
New
$45.98 - $56.15 $2.71K - $3.31K
59 $3.31M
PANW
Palo Alto Networks Inc

Technology
13
+ 65.0%
$152.44 - $204.64 $1.98K - $2.66K
33 $6.75M
SONY
Sony Group Corp

Technology
126
New
$21.24 - $26.88 $2.68K - $3.39K
126 $3.28M
LMT
Lockheed Martin Corp

Industrials
7
+ 350.0%
$430.82 - $486.45 $3.02K - $3.41K
9 $4.17M
CRWD
Crowd Strike Holdings, Inc.

Technology
3
+ 23.08%
$321.63 - $509.31 $965 - $1.53K
16 $8.15M
T. Rowe Price Capital Appreciation Equity ETF
10
+ 1.28%
N/A
790 $27.8M
RTX
Raytheon Technologies Corp

Industrials
15
+ 26.32%
$113.75 - $148.48 $1.71K - $2.23K
72 $10.5M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
232
New
$10.79 - $14.14 $2.5K - $3.28K
232 $3.18M
TM
Toyota Motor Corp

Consumer Cyclical
18
New
$158.63 - $195.39 $2.86K - $3.52K
18 $3.1M
LOW
Lowes Companies Inc

Consumer Cyclical
14
+ 12.96%
$210.83 - $235.28 $2.95K - $3.29K
122 $27.1M
Arista Networks Inc Com Shs
5
+ 5.38%
N/A
98 $10M
ABT
Abbott Laboratories

Healthcare
16
+ 20.25%
$123.95 - $138.08 $1.98K - $2.21K
95 $12.9M
UL
Unilever PLC

Consumer Defensive
47
New
$57.9 - $65.43 $2.72K - $3.08K
47 $2.88M
BHP
Bhp Group LTD

Basic Materials
58
New
$40.22 - $50.88 $2.33K - $2.95K
58 $2.79M
CDNS
Cadence Design Systems Inc

Technology
8
+ 266.67%
$231.64 - $323.08 $1.85K - $2.58K
11 $3.39M
SAN
Banco Santander, S.A.

Financial Services
309
New
$5.72 - $8.32 $1.77K - $2.57K
309 $2.57M
MS
Morgan Stanley

Financial Services
4
+ 5.97%
$99.83 - $140.86 $399 - $563
71 $10M
BIIB
Biogen Inc.

Healthcare
13
+ 7.65%
$113.38 - $135.49 $1.47K - $1.76K
183 $23M
TTE
Total Energies Se

Energy
40
New
N/A
40 $2.46M
Lam Research Corp Com New
10
+ 18.52%
N/A
64 $6.23M
CEG
Constellation Energy Corp

Utilities
3
+ 23.08%
$170.96 - $322.76 $513 - $968
16 $5.16M
HOOD
Robinhood Markets, Inc.

Technology
6
+ 17.14%
$34.17 - $93.63 $205 - $562
41 $3.84M
VZ
Verizon Communications Inc

Communication Services
43
+ 3.45%
$41.67 - $45.62 $1.79K - $1.96K
1.29K $55.7M
UBS
Ubs Group Ag

Financial Services
69
New
$26.12 - $33.82 $1.8K - $2.33K
69 $2.33M
SPOT
Spotify Technology S.A.

Communication Services
3
New
$503.3 - $775.9 $1.51K - $2.33K
3 $2.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
33
+ 97.06%
$63.54 - $68.5 $2.1K - $2.26K
67 $4.52M
XOM
Exxon Mobil Corp

Energy
6
+ 0.75%
$99.93 - $119.04 $600 - $714
805 $86.8M
Linde PLC Shs
4
+ 26.67%
N/A
19 $8.91M
PH
Parker Hannifin Corp

Industrials
2
+ 25.0%
$517.23 - $700.54 $1.03K - $1.4K
10 $6.99M
SNOW
Snowflake Inc.

Technology
4
+ 23.53%
$130.53 - $223.77 $522 - $895
21 $4.7M
DASH
Door Dash, Inc.

Communication Services
4
+ 21.05%
$163.16 - $246.51 $653 - $986
23 $5.67M
Activity Summary
Buys All Purchases 658 New Holdings 172 Increased Positions 486 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 3 Puts 0
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