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
GWRE
Guidewire Software, Inc.

Technology
1
+ 20.0%
$172.73 - $257.37 $173 - $257
6 $1.41M
TFC
Truist Financial Corp

Financial Services
9
+ 60.0%
$34.79 - $42.99 $313 - $387
24 $1.03M
ELV
Elevance Health, Inc.

Healthcare
2
+ 28.57%
$372.27 - $452.69 $745 - $905
9 $3.5M
DPZ
Dominos Pizza Inc

Consumer Cyclical
1
+ 50.0%
$430.72 - $497.52 $431 - $498
3 $1.35M
DGX
Quest Diagnostics Inc

Healthcare
2
+ 40.0%
N/A
7 $1.26M
CSL
Carlisle Companies Inc

Industrials
1
+ 50.0%
$317.1 - $408.5 $317 - $409
3 $1.12M
ADM
Archer Daniels Midland CO

Consumer Defensive
6
+ 42.86%
$41.79 - $54.16 $251 - $325
20 $1.06M
F
Ford Motor CO

Consumer Cyclical
12
+ 5.31%
$8.69 - $10.85 $104 - $130
238 $2.58M
ZM
Zoom Video Communications, Inc.

Technology
5
+ 71.43%
$66.7 - $84.62 $334 - $423
12 $936K
CSGP
Costar Group, Inc.

Real Estate
5
+ 27.78%
$72.62 - $83.22 $363 - $416
23 $1.85M
Jacobs Solutions Inc Com
3
+ 150.0%
N/A
5 $657K
Anglogold Ashanti PLC Com Shs
7
+ 63.64%
N/A
18 $820K
OLED
Universal Display Corp Pa

Technology
1
+ 11.11%
$106.6 - $161.02 $107 - $161
10 $1.55M
AWK
American Water Works Company, Inc.

Utilities
3
+ 37.5%
$133.82 - $151.96 $401 - $456
11 $1.53M
EXC
Exelon Corp

Utilities
10
+ 50.0%
$42.2 - $47.37 $422 - $474
30 $1.3M
APO
Apollo Global Management, Inc.

Financial Services
2
+ 22.22%
$108.68 - $145.07 $217 - $290
11 $1.56M
CF
Cf Industries Holdings, Inc.

Basic Materials
3
+ 50.0%
$68.47 - $102.48 $205 - $307
9 $828K
WDC
Western Digital Corp

Technology
5
+ 166.67%
$30.54 - $63.99 $153 - $320
8 $512K
OC
Owens Corning

Industrials
3
+ 75.0%
$126.32 - $147.75 $379 - $443
7 $963K
FRT
Federal Realty Investment Trust

Real Estate
4
+ 100.0%
$83.56 - $99.08 $334 - $396
8 $760K
Ge Healthcare Technologies Inc Common Stock
4
+ 36.36%
N/A
15 $1.11M
NTRA
Natera, Inc.

Healthcare
2
+ 66.67%
$132.23 - $171.87 $264 - $344
5 $845K
L
Loews Corp

Financial Services
4
+ 100.0%
$80.89 - $92.09 $324 - $368
8 $733K
LAMR
Lamar Advertising CO

Real Estate
3
+ 100.0%
$102.35 - $121.67 $307 - $365
6 $728K
Flutter Entmt PLC Shs
1
+ 50.0%
N/A
3 $857K
ETR
Entergy Corp

Utilities
4
+ 21.05%
$79.01 - $86.61 $316 - $346
23 $1.91M
GL
Globe Life Inc.

Financial Services
3
+ 60.0%
$113.29 - $133.09 $340 - $399
8 $994K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
5
+ 100.0%
N/A
10 $681K
PKG
Packaging Corp Of America

Consumer Cyclical
2
+ 200.0%
$175.97 - $201.36 $352 - $403
3 $565K
ACM
Aecom

Industrials
3
+ 150.0%
$87.19 - $113.06 $262 - $339
5 $564K
EXPE
Expedia Group, Inc.

Consumer Cyclical
2
+ 40.0%
$136.63 - $176.62 $273 - $353
7 $1.18M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2
+ 50.0%
$144.63 - $179.53 $289 - $359
6 $988K
ES
Eversource Energy

Utilities
5
+ 71.43%
$54.25 - $65.89 $271 - $329
12 $763K
PPL
Ppl Corp

Utilities
11
+ 55.0%
$33.45 - $36.5 $368 - $402
31 $1.05M
EXPD
Expeditors International Of Washington Inc

Industrials
3
+ 50.0%
$102.84 - $122.24 $309 - $367
9 $1.03M
ELS
Equity Lifestyle Properties Inc

Real Estate
6
+ 600.0%
$61.46 - $68.02 $369 - $408
7 $432K
PNR
Pentair PLC

Industrials
3
+ 100.0%
$76.17 - $103.58 $229 - $311
6 $616K
NI
Nisource Inc.

Utilities
8
+ 44.44%
$37.11 - $40.64 $297 - $325
26 $1.05M
VICI
Vici Properties Inc.

Real Estate
8
+ 14.55%
$29.41 - $32.97 $235 - $264
63 $2.05M
WRB
Berkley W R Corp

Financial Services
4
+ 40.0%
$64.28 - $75.17 $257 - $301
14 $1.03M
Rb Global Inc Com
3
+ 75.0%
N/A
7 $743K
ED
Consolidated Edison Inc

Utilities
4
+ 50.0%
$98.05 - $113.3 $392 - $453
12 $1.2M
BFA
Brown Forman Corp Cl A
15
+ 166.67%
N/A
24 $659K
Veralto Corp Com Shs
3
+ 60.0%
N/A
8 $808K
FOXA
Fox Corp

Communication Services
6
+ 200.0%
$47.21 - $57.04 $283 - $342
9 $504K
TROW
Price T Rowe Group Inc

Financial Services
3
+ 33.33%
$80.27 - $98.06 $241 - $294
12 $1.16M
CHX
Champion X Corp

Energy
14
+ 200.0%
$22.52 - $30.02 $315 - $420
21 $522K
CNP
Centerpoint Energy Inc

Utilities
9
+ 45.0%
$35.5 - $39.05 $320 - $351
29 $1.07M
XLU
Utilities Sector Spdr

ETFs
4
+ 200.0%
$73.09 - $82.77 $292 - $331
6 $490K
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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