Principia Wealth Advisory, LLC Incresed Positions in Q2 2025

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TRMB
Trimble Inc.

Technology
1
+ 12.5%
$55.12 - $75.98 $55.1 - $76
9 $684K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
7
+ 25.93%
$32.56 - $35.71 $228 - $250
34 $1.12M
FNF
Fidelity National Financial, Inc.

Financial Services
4
+ 44.44%
$53.62 - $66.59 $214 - $266
13 $729K
Solventum Corp Com Shs
2
+ 66.67%
N/A
5 $379K
DAL
Delta Air Lines, Inc.

Industrials
3
+ 75.0%
$35.88 - $52.99 $108 - $159
7 $344K
BRKR
Bruker Corp

Healthcare
4
+ 40.0%
$35.5 - $42.18 $142 - $169
14 $577K
TECH
Bio Techne Corp

Healthcare
3
+ 37.5%
$46.66 - $58.38 $140 - $175
11 $566K
COTY
Coty Inc.

Consumer Defensive
35
+ 74.47%
$4.57 - $5.65 $160 - $198
82 $381K
ROL
Rollins Inc

Consumer Cyclical
2
+ 40.0%
$50.65 - $58.58 $101 - $117
7 $395K
TMUS
T Mobile Us, Inc.

Communication Services
2
+ 9.52%
$220.99 - $268.54 $442 - $537
23 $5.48M
HUM
Humana Inc

Healthcare
1
+ 33.33%
$224.93 - $295.04 $225 - $295
4 $978K
NOV
Nov Inc.

Energy
10
+ 52.63%
$11.11 - $15.41 $111 - $154
29 $360K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1
+ 11.11%
$421.16 - $509.5 $421 - $510
10 $4.45M
PCOR
Procore Technologies, Inc.

Technology
1
+ 25.0%
$56.26 - $72.4 $56.3 - $72.4
5 $342K
CNM
Core & Main, Inc.

Industrials
1
+ 100.0%
$44.53 - $60.36 $44.5 - $60.4
2 $121K
NRZ
New Residential Investment Corp.

Real Estate
5
+ 500.0%
N/A
6 $68K
BAX
Baxter International Inc

Healthcare
2
+ 8.7%
$27.8 - $34.02 $55.6 - $68
25 $757K
UDR
Udr, Inc.

Real Estate
1
+ 10.0%
$38.09 - $45.36 $38.1 - $45.4
11 $449K
ROIV
Roivant Sciences Ltd.

Healthcare
2
+ 50.0%
$9.08 - $11.62 $18.2 - $23.2
6 $68K
WLK
Westlake Corp

Basic Materials
1
+ 14.29%
$69.83 - $102.01 $69.8 - $102
8 $607K
BMY
Bristol Myers Squibb CO

Healthcare
8
+ 12.7%
$44.12 - $59.6 $353 - $477
71 $3.29M
HAL
Halliburton CO

Energy
27
+ 7.01%
$19.26 - $25.7 $520 - $694
412 $8.4M
IBKR
Interactive Brokers Group, Inc.

Financial Services
11
+ 137.5%
$50.53 - $212.53 $556 - $2.34K
19 $1.05M
SLB
Schlumberger Limited

Energy
4
+ 1.15%
$31.95 - $42.2 $128 - $169
351 $11.9M
PNW
Pinnacle West Capital Corp

Utilities
34
+ 1.0%
$88.3 - $95.43 $3K - $3.24K
3.45K $308M
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 1.75%
$285.55 - $321.23 $1.14K - $1.28K
232 $67.8M
AMGN
Amgen Inc

Healthcare
13
+ 2.34%
$262.28 - $309.85 $3.41K - $4.03K
568 $159M
UNH
Unitedhealth Group Inc

Healthcare
12
+ 38.71%
$274.35 - $599.47 $3.29K - $7.19K
43 $13.4M
TFX
Teleflex Inc

Healthcare
1
+ 0.3%
$117.53 - $141.38 $118 - $141
329 $39M
CLX
Clorox CO

Consumer Defensive
12
+ 2.55%
$118.01 - $148.69 $1.42K - $1.78K
482 $57.8M
GPN
Global Payments Inc

Industrials
2
+ 0.24%
$67.47 - $99.6 $135 - $199
819 $65.6M
FTV
Fortive Corp

Technology
10
+ 0.58%
$52.13 - $74.29 $521 - $743
1.73K $90.3M
CAG
Conagra Brands Inc.

Consumer Defensive
161
+ 2.24%
$20.4 - $26.78 $3.28K - $4.31K
7.35K $151M
CPB
Campbell Soup CO

Consumer Defensive
85
+ 1.6%
$30.65 - $39.9 $2.61K - $3.39K
5.38K $165M
Adverum Biotechnologies Inc Com New
332K
+ 19.58%
N/A
2.03M $4.37B
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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