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
PCAR
Paccar Inc

Industrials
11
+ 122.22%
$86.4 - $99.09 $950 - $1.09K
20 $1.9M
JCI
Johnson Controls International PLC

Industrials
4
+ 17.39%
$71.14 - $105.62 $285 - $422
27 $2.85M
D
Dominion Energy, Inc

Utilities
17
+ 94.44%
$49.66 - $58.0 $844 - $986
35 $1.98M
SO
Southern CO

Utilities
9
+ 17.65%
$84.91 - $92.56 $764 - $833
60 $5.51M
APP
App Lovin Corp

Technology
1
+ 11.11%
$219.37 - $417.89 $219 - $418
10 $3.5M
XLF
Financial Sector Spdr

ETFs
12
+ 15.58%
$43.92 - $52.37 $527 - $628
89 $4.66M
GD
General Dynamics Corp

Industrials
3
+ 42.86%
$247.68 - $291.66 $743 - $875
10 $2.92M
MNST
Monster Beverage Corp

Consumer Defensive
14
+ 46.67%
$55.01 - $64.24 $770 - $899
44 $2.76M
ABC
Amerisourcebergen Corp

Healthcare
3
+ 75.0%
N/A
7 $2.1M
SOFI
So Fi Technologies, Inc.

Financial Services
19
+ 19.79%
$9.5 - $18.21 $181 - $346
115 $2.09M
CVS
Cvs Health Corp

Healthcare
15
+ 34.88%
$60.04 - $70.18 $901 - $1.05K
58 $4M
MMM
3 M CO

Industrials
2
+ 4.17%
$126.09 - $154.15 $252 - $308
50 $7.61M
NUE
Nucor Corp

Basic Materials
7
+ 175.0%
$103.22 - $131.43 $723 - $920
11 $1.43M
ZTS
Zoetis Inc.

Healthcare
6
+ 54.55%
$144.41 - $170.3 $866 - $1.02K
17 $2.65M
GGG
Graco Inc

Industrials
11
+ 550.0%
$74.02 - $87.26 $814 - $960
13 $1.12M
DINO
Hf Sinclair Corp

Energy
20
+ 181.82%
$25.91 - $41.85 $518 - $837
31 $1.27M
XLY
Select Sector Spdr Consumer Di

ETFs
3
+ 21.43%
$176.34 - $218.59 $529 - $656
17 $3.7M
IDXX
Idexx Laboratories Inc

Healthcare
1
+ 33.33%
$361.04 - $536.34 $361 - $536
4 $2.15M
WTRG
Essential Utilities, Inc.

Utilities
26
+ 130.0%
$36.92 - $41.39 $960 - $1.08K
46 $1.71M
FLS
Flowserve Corp

Industrials
17
+ 212.5%
$39.49 - $53.64 $671 - $912
25 $1.31M
IQV
Iqvia Holdings Inc.

Healthcare
6
+ 60.0%
$137.0 - $174.37 $822 - $1.05K
16 $2.52M
CINF
Cincinnati Financial Corp

Financial Services
6
+ 150.0%
$126.6 - $151.6 $760 - $910
10 $1.49M
EQH
Equitable Holdings, Inc.

Financial Services
16
+ 200.0%
$43.98 - $56.1 $704 - $898
24 $1.35M
STT
State Street Corp

Financial Services
8
+ 200.0%
$75.33 - $106.34 $603 - $851
12 $1.28M
CNHI
Cnh Industrial N.V.

Industrials
70
+ 250.0%
N/A
98 $1.27M
BK
Bank Of New York Mellon Corp

Financial Services
7
+ 26.92%
$73.31 - $91.62 $513 - $641
33 $3.01M
FISV
Fiserv Inc

Technology
9
+ 56.25%
N/A
25 $4.31M
WMB
Williams Companies, Inc.

Energy
11
+ 29.73%
$54.33 - $62.87 $598 - $692
48 $3.02M
PWR
Quanta Services, Inc.

Industrials
1
+ 20.0%
$239.47 - $381.26 $239 - $381
6 $2.27M
AJG
Arthur J. Gallagher & Co.

Financial Services
3
+ 27.27%
$310.86 - $348.77 $933 - $1.05K
14 $4.48M
IRM
Iron Mountain Inc

Real Estate
6
+ 37.5%
$76.93 - $105.25 $462 - $632
22 $2.26M
XPO
Xpo Logistics, Inc.

Industrials
7
+ 700.0%
$91.46 - $128.1 $640 - $897
8 $1.01M
PSA
Public Storage

Real Estate
3
+ 150.0%
$266.31 - $309.77 $799 - $929
5 $1.47M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
2
+ 66.67%
$224.32 - $326.09 $449 - $652
5 $1.63M
URI
United Rentals, Inc.

Industrials
1
+ 100.0%
$551.94 - $753.4 $552 - $753
2 $1.51M
ENTG
Entegris Inc

Technology
11
+ 550.0%
$62.92 - $86.2 $692 - $948
13 $1.05M
EFX
Equifax Inc

Industrials
3
+ 100.0%
$205.5 - $280.54 $617 - $842
6 $1.56M
IEX
Idex Corp

Industrials
5
+ 500.0%
$160.66 - $191.29 $803 - $956
6 $1.05M
SBUX
Starbucks Corp

Consumer Cyclical
8
+ 17.02%
$79.69 - $99.41 $638 - $795
55 $5.04M
CCI
Crown Castle International Corp

Real Estate
7
+ 33.33%
$94.83 - $107.06 $664 - $749
28 $2.88M
RJF
Raymond James Financial Inc

Financial Services
5
+ 83.33%
$123.65 - $153.88 $618 - $769
11 $1.69M
JBL
Jabil Inc

Technology
1
+ 12.5%
$116.88 - $218.1 $117 - $218
9 $1.96M
EMR
Emerson Electric CO

Industrials
3
+ 18.75%
$94.15 - $133.33 $282 - $400
19 $2.53M
WAT
Waters Corp

Healthcare
2
+ 15.38%
$307.71 - $366.67 $615 - $733
15 $5.24M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
41
+ 2050.0%
$21.02 - $26.3 $862 - $1.08K
43 $906K
TTC
Toro CO

Industrials
12
+ 300.0%
$63.51 - $77.8 $762 - $934
16 $1.13M
Labcorp Holdings Inc Com Shs
3
+ 150.0%
N/A
5 $1.31M
MSCI
Msci Inc.

Financial Services
1
+ 10.0%
$506.56 - $576.74 $507 - $577
11 $6.34M
SYY
Sysco Corp

Consumer Defensive
5
+ 4.95%
$68.0 - $75.91 $340 - $380
106 $8.03M
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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