Principia Wealth Advisory, LLC New Holdings in Q2 2025

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PB
Prosperity Bancshares Inc

Financial Services
23
New
$63.76 - $73.75 $1.47K - $1.7K
23 $1.62M
BP
Bp PLC

Energy
53
New
$26.11 - $33.81 $1.38K - $1.79K
53 $1.59M
RIO
Rio Tinto PLC

Basic Materials
26
New
$52.32 - $62.75 $1.36K - $1.63K
26 $1.52M
Gsk PLC Sponsored Adr
37
New
N/A
37 $1.42M
DOW
Dow Inc.

Basic Materials
53
New
$25.81 - $34.89 $1.37K - $1.85K
53 $1.4M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
20
New
$58.52 - $71.7 $1.17K - $1.43K
20 $1.37M
MFG
Mizuho Financial Group Inc

Financial Services
240
New
$4.25 - $5.66 $1.02K - $1.36K
240 $1.33M
ING
Ing Groep Nv

Financial Services
61
New
$16.62 - $21.98 $1.01K - $1.34K
61 $1.33M
BCS
Barclays PLC

Financial Services
71
New
$12.69 - $18.61 $901 - $1.32K
71 $1.32M
SE
Sea LTD

Consumer Cyclical
8
New
$105.57 - $170.4 $845 - $1.36K
8 $1.28M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
43
New
$19.5 - $30.4 $839 - $1.31K
43 $1.26M
PPG
Ppg Industries Inc

Basic Materials
11
New
$91.66 - $115.04 $1.01K - $1.27K
11 $1.25M
FNB
Fnb Corp

Financial Services
83
New
$11.48 - $14.58 $953 - $1.21K
83 $1.21M
Natwest Group PLC Spons Adr
85
New
N/A
85 $1.2M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
54
New
$21.06 - $24.14 $1.14K - $1.3K
54 $1.16M
SF
Stifel Financial Corp

Financial Services
11
New
$76.49 - $103.78 $841 - $1.14K
11 $1.14M
BOKF
Bok Financial Corp

Financial Services
11
New
$87.86 - $103.42 $966 - $1.14K
11 $1.07M
MDB
Mongo Db, Inc.

Technology
5
New
$145.85 - $225.38 $729 - $1.13K
5 $1.05M
DEO
Diageo PLC

Consumer Defensive
10
New
$99.86 - $115.75 $999 - $1.16K
10 $1.01M
RGA
Reinsurance Group Of America Inc

Financial Services
5
New
$168.32 - $209.71 $842 - $1.05K
5 $992K
IONS
Ionis Pharmaceuticals Inc

Healthcare
25
New
$25.51 - $40.0 $638 - $1K
25 $988K
RACE
Ferrari N.V.

Consumer Cyclical
2
New
$397.86 - $499.02 $796 - $998
2 $981K
IFF
International Flavors & Fragrances Inc

Basic Materials
13
New
$66.85 - $79.33 $869 - $1.03K
13 $956K
ELAN
Elanco Animal Health Inc

Healthcare
65
New
$8.1 - $14.3 $527 - $930
65 $928K
FDS
Factset Research Systems Inc

Financial Services
2
New
$398.85 - $473.32 $798 - $947
2 $895K
ALC
Alcon Inc

Healthcare
10
New
$82.88 - $98.3 $829 - $983
10 $883K
ST
Sensata Technologies Holding PLC

Technology
29
New
$17.69 - $30.11 $513 - $873
29 $873K
WDS
Woodside Energy Group LTD

Energy
53
New
$11.5 - $16.77 $610 - $889
53 $818K
HLN
Haleon PLC

Healthcare
78
New
$9.27 - $11.41 $723 - $890
78 $809K
IX
Orix Corp

Financial Services
35
New
$18.25 - $22.52 $639 - $788
35 $788K
HMC
Honda Motor CO LTD

Consumer Cyclical
27
New
$25.0 - $30.93 $675 - $835
27 $778K
JHG
Janus Henderson Group PLC

Financial Services
20
New
$29.47 - $38.84 $589 - $777
20 $777K
PUK
Prudential PLC

Financial Services
30
New
$18.03 - $25.49 $541 - $765
30 $751K
NMR
Nomura Holdings Inc

Financial Services
114
New
$4.95 - $6.6 $564 - $752
114 $750K
E
Eni Spa

Energy
22
New
$25.19 - $32.93 $554 - $724
22 $713K
REXR
Rexford Industrial Realty, Inc.

Real Estate
20
New
$31.57 - $39.41 $631 - $788
20 $711K
APA
Apa Corp

Energy
37
New
$14.03 - $21.24 $519 - $786
37 $677K
ESGR
Enstar Group LTD

Financial Services
2
New
$330.1 - $336.55 $660 - $673
2 $673K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
7
New
$81.84 - $93.53 $573 - $655
7 $649K
Ferrovial Se Ord Shs
12
New
N/A
12 $643K
VOYA
Voya Financial, Inc.

Financial Services
9
New
$54.27 - $71.0 $488 - $639
9 $639K
MMS
Maximus, Inc.

Industrials
9
New
$65.54 - $76.8 $590 - $691
9 $632K
FR
First Industrial Realty Trust Inc

Real Estate
13
New
$43.07 - $54.05 $560 - $703
13 $626K
SITE
Site One Landscape Supply, Inc.

Industrials
5
New
$104.79 - $127.3 $524 - $637
5 $605K
GBCI
Glacier Bancorp, Inc.

Financial Services
14
New
$37.85 - $44.51 $530 - $623
14 $603K
AMG
Affiliated Managers Group, Inc.

Financial Services
3
New
$143.35 - $197.67 $430 - $593
3 $590K
HSIC
Henry Schein Inc

Healthcare
8
New
$62.7 - $73.66 $502 - $589
8 $584K
JBHT
Hunt J B Transport Services Inc

Industrials
4
New
$124.73 - $152.78 $499 - $611
4 $574K
DVA
Davita Inc.

Healthcare
4
New
$133.5 - $155.51 $534 - $622
4 $570K
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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