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
YUM
Yum Brands Inc

Consumer Cyclical
2
+ 13.33%
$138.36 - $161.45 $277 - $323
17 $2.52M
RE
Everest Re Group LTD

Financial Services
1
+ 100.0%
N/A
2 $680K
XEL
Xcel Energy Inc

Utilities
5
+ 29.41%
$65.65 - $72.39 $328 - $362
22 $1.5M
CMS
Cms Energy Corp

Utilities
5
+ 62.5%
$68.57 - $75.51 $343 - $378
13 $901K
KIM
Kimco Realty Corp

Real Estate
15
+ 115.38%
$18.7 - $21.69 $281 - $325
28 $589K
JNPR
Juniper Networks Inc

Technology
8
+ 800.0%
$33.93 - $39.93 $271 - $319
9 $359K
AFL
Aflac Inc

Financial Services
3
+ 20.0%
$99.77 - $112.45 $299 - $337
18 $1.9M
HEIA
Heico Crp Cl A
1
+ 100.0%
N/A
2 $518K
MRNA
Moderna, Inc.

Healthcare
11
+ 100.0%
$23.65 - $28.54 $260 - $314
22 $607K
WEC
Wec Energy Group, Inc.

Utilities
3
+ 42.86%
$102.24 - $109.76 $307 - $329
10 $1.04M
PSTG
Pure Storage, Inc.

Technology
5
+ 500.0%
$37.18 - $57.58 $186 - $288
6 $345K
LVS
Las Vegas Sands Corp

Consumer Cyclical
5
+ 62.5%
$30.7 - $44.12 $154 - $221
13 $566K
K
Kellogg CO

Consumer Defensive
4
+ 44.44%
$77.85 - $82.88 $311 - $332
13 $1.03M
WYNN
Wynn Resorts LTD

Consumer Cyclical
2
+ 33.33%
$66.1 - $97.75 $132 - $196
8 $749K
WTW
Willis Towers Watson PLC

Financial Services
1
+ 50.0%
$295.96 - $337.43 $296 - $337
3 $920K
CBOE
Cboe Global Markets, Inc.

Financial Services
1
+ 50.0%
$205.81 - $234.23 $206 - $234
3 $700K
MIDD
Middleby Corp

Industrials
2
+ 200.0%
$124.01 - $154.76 $248 - $310
3 $432K
OKTA
Okta, Inc.

Technology
3
+ 37.5%
$91.24 - $127.3 $274 - $382
11 $1.1M
UNM
Unum Group

Financial Services
3
+ 27.27%
$70.48 - $82.91 $211 - $249
14 $1.13M
PRI
Primerica, Inc.

Financial Services
1
+ 100.0%
$244.39 - $290.62 $244 - $291
2 $547K
PAYX
Paychex Inc

Industrials
2
+ 16.67%
$137.01 - $159.78 $274 - $320
14 $2.04M
SWK
Stanley Black & Decker, Inc.

Industrials
4
+ 133.33%
$55.86 - $76.98 $223 - $308
7 $474K
CNC
Centene Corp

Healthcare
7
+ 58.33%
$53.4 - $64.29 $374 - $450
19 $1.03M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
4
+ 57.14%
$90.21 - $112.66 $361 - $451
11 $1M
Cooper Cos Inc Com
4
+ 400.0%
N/A
5 $356K
MAA
Mid America Apartment Communities Inc.

Real Estate
2
+ 100.0%
$145.91 - $168.0 $292 - $336
4 $592K
MAS
Masco Corp

Industrials
4
+ 30.77%
$58.73 - $71.06 $235 - $284
17 $1.09M
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 50.0%
$217.22 - $246.25 $217 - $246
3 $729K
SUI
Sun Communities Inc

Real Estate
2
+ 100.0%
$114.62 - $132.25 $229 - $265
4 $506K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18
+ 7.56%
$483.48 - $539.8 $8.7K - $9.72K
256 $124M
PAYC
Paycom Software, Inc.

Technology
1
+ 50.0%
$193.07 - $265.71 $193 - $266
3 $694K
RRC
Range Resources Corp

Energy
3
+ 14.29%
$32.1 - $43.23 $96.3 - $130
24 $976K
RNR
Renaissancere Holdings LTD

Financial Services
1
+ 100.0%
$220.37 - $253.95 $220 - $254
2 $486K
HAS
Hasbro, Inc.

Consumer Cyclical
1
+ 11.11%
$50.71 - $73.82 $50.7 - $73.8
10 $738K
MAT
Mattel Inc

Consumer Cyclical
11
+ 183.33%
$14.55 - $20.12 $160 - $221
17 $335K
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 16.67%
$390.26 - $489.06 $781 - $978
14 $5.68M
IVZ
Invesco Ltd.

Financial Services
10
+ 28.57%
$12.14 - $15.77 $121 - $158
45 $710K
LDOS
Leidos Holdings, Inc.

Technology
1
+ 25.0%
$132.9 - $160.3 $133 - $160
5 $789K
KEYS
Keysight Technologies, Inc.

Technology
1
+ 33.33%
$127.02 - $165.4 $127 - $165
4 $655K
DOCU
Docusign, Inc.

Technology
3
+ 30.0%
$70.35 - $93.84 $211 - $282
13 $1.01M
THC
Tenet Healthcare Corp

Healthcare
1
+ 100.0%
$110.41 - $176.0 $110 - $176
2 $352K
ALGN
Align Technology Inc

Healthcare
1
+ 100.0%
$144.32 - $190.42 $144 - $190
2 $379K
MOH
Molina Healthcare, Inc.

Healthcare
1
+ 50.0%
$290.25 - $353.24 $290 - $353
3 $894K
HBAN
Huntington Bancshares Inc

Financial Services
9
+ 47.37%
$12.49 - $16.76 $112 - $151
28 $469K
TJX
Tjx Companies Inc

Consumer Cyclical
3
+ 4.62%
$119.13 - $135.03 $357 - $405
68 $8.4M
CRUS
Cirrus Logic, Inc.

Technology
1
+ 14.29%
$77.43 - $107.58 $77.4 - $108
8 $834K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
4
+ 133.33%
N/A
7 $360K
GDDY
Go Daddy Inc.

Technology
1
+ 33.33%
$162.11 - $192.36 $162 - $192
4 $720K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2
+ 50.0%
$107.83 - $119.94 $216 - $240
6 $647K
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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