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
XLK
Technology Sector Spdr

ETFs
22
+ 314.29%
$179.73 - $253.23 $3.95K - $5.57K
29 $7.34M
MCK
Mckesson Corp

Healthcare
2
+ 2.94%
$652.83 - $732.78 $1.31K - $1.47K
70 $51.3M
VRSN
Verisign Inc

Technology
18
+ 600.0%
$234.49 - $288.8 $4.22K - $5.2K
21 $6.07M
Ge Vernova Inc Com
4
+ 26.67%
N/A
19 $10.1M
AIZ
Assurant, Inc.

Financial Services
9
+ 1.09%
$179.73 - $211.56 $1.62K - $1.9K
831 $164M
PFE
Pfizer Inc

Healthcare
204
+ 219.35%
$21.59 - $24.84 $4.4K - $5.07K
297 $7.2M
MA
Mastercard Inc

Financial Services
6
+ 16.22%
$479.92 - $590.74 $2.88K - $3.54K
43 $24.2M
PM
Philip Morris International Inc.

Consumer Defensive
18
+ 31.58%
$149.23 - $184.95 $2.69K - $3.33K
75 $13.7M
SNA
Snap On Inc

Industrials
16
+ 1600.0%
$292.36 - $342.2 $4.68K - $5.48K
17 $5.29M
JNJ
Johnson & Johnson

Healthcare
30
+ 17.24%
$146.36 - $159.82 $4.39K - $4.79K
204 $31.2M
INTU
Intuit Inc

Technology
4
+ 44.44%
$544.07 - $787.63 $2.18K - $3.15K
13 $10.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
23
+ 115.0%
$212.1 - $244.27 $4.88K - $5.62K
43 $9.4M
KO
Coca Cola CO

Consumer Defensive
66
+ 55.46%
$68.37 - $73.9 $4.51K - $4.88K
185 $13.1M
DIS
Walt Disney CO

Communication Services
25
+ 49.02%
$81.72 - $124.01 $2.04K - $3.1K
76 $9.43M
Corpay Inc Com Shs
14
+ 700.0%
N/A
16 $5.31M
BRO
Brown & Brown, Inc.

Financial Services
42
+ 525.0%
$104.48 - $124.43 $4.39K - $5.23K
50 $5.54M
NEE
Nextera Energy Inc

Utilities
30
+ 2.38%
$64.11 - $75.0 $1.92K - $2.25K
1.29K $89.4M
WFC
Wells Fargo & Company

Financial Services
31
+ 22.63%
$60.98 - $80.12 $1.89K - $2.48K
168 $13.5M
BA
Boeing CO

Industrials
14
+ 51.85%
$136.59 - $217.51 $1.91K - $3.05K
41 $8.59M
MSI
Motorola Solutions, Inc.

Technology
10
+ 142.86%
$394.72 - $440.39 $3.95K - $4.4K
17 $7.15M
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
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
APH
Amphenol Corp

Technology
18
+ 26.47%
$59.09 - $98.75 $1.06K - $1.78K
86 $8.49M
CPRT
Copart Inc

Consumer Cyclical
84
+ 300.0%
$47.72 - $63.84 $4.01K - $5.36K
112 $5.5M
C
Citigroup Inc

Financial Services
37
+ 127.59%
$58.13 - $85.12 $2.15K - $3.15K
66 $5.62M
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
PANW
Palo Alto Networks Inc

Technology
13
+ 65.0%
$152.44 - $204.64 $1.98K - $2.66K
33 $6.75M
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
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
CDNS
Cadence Design Systems Inc

Technology
8
+ 266.67%
$231.64 - $323.08 $1.85K - $2.58K
11 $3.39M
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
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
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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