Principia Wealth Advisory, LLC Sells in Q2 2025

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-12.6K
- 26.58%
$82.21 - $83.12 $1.03M - $1.04M
34.7K $2.87B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-12.7K
- 5.96%
$24.61 - $25.89 $313K - $329K
200K $5.16B
SHV
Ishares Tr

ETFs
-1.66K
- 5.14%
$110.06 - $110.46 $183K - $184K
30.6K $3.38B
MLPA
Global X Mlp ETF

ETFs
-2.88K
- 8.89%
$46.47 - $54.16 $134K - $156K
29.5K $1.48B
PHYS
Sprott Physical Gold Trust

Financial Services
-2.17K
- 16.42%
$22.82 - $26.29 $49.4K - $56.9K
11K $279M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-702
- 15.32%
$33.77 - $41.16 $23.7K - $28.9K
3.88K $156M
PG
Procter & Gamble CO

Consumer Defensive
-35
- 38.46%
$157.66 - $172.39 $5.52K - $6.03K
56 $8.92M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-20
- 95.24%
$225.56 - $335.19 $4.51K - $6.7K
1 $238K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-468
- 11.34%
$83.8 - $101.39 $39.2K - $47.5K
3.66K $370M
FNDX
Schwab Fundamental U S Large C

ETFs
-5.7K
- 8.7%
$20.84 - $24.54 $119K - $140K
59.8K $1.47B
DECK
Deckers Outdoor Corp

Consumer Cyclical
-32
- 76.19%
$100.44 - $129.37 $3.21K - $4.14K
10 $1.03M
TPL
Texas Pacific Land Corp

Energy
-1
- 7.69%
$1036.28 - $1430.55 $1.04K - $1.43K
12 $12.7M
GWW
W.W. Grainger, Inc.

Industrials
-4
- 66.67%
$919.93 - $1101.66 $3.68K - $4.41K
2 $2.08M
KLAC
Kla Corp

Technology
-6
- 60.0%
$576.53 - $902.94 $3.46K - $5.42K
4 $3.58M
PSLV
Sprott Physical Silver Trust

Financial Services
-3.38K
- 16.51%
$9.98 - $12.51 $33.7K - $42.2K
17.1K $209M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-205
- 16.4%
$26.18 - $30.91 $5.37K - $6.34K
1.05K $31.2M
ACN
Accenture PLC

Technology
-9
- 28.13%
$279.23 - $323.21 $2.51K - $2.91K
23 $6.87M
ADI
Analog Devices Inc

Technology
-16
- 55.17%
$164.6 - $238.02 $2.63K - $3.81K
13 $3.09M
XLV
Select Sector Spdr Fund Health

ETFs
-18
- 85.71%
$128.77 - $144.3 $2.32K - $2.6K
3 $404K
NTAP
Net App, Inc.

Technology
-34
- 59.65%
$76.1 - $106.55 $2.59K - $3.62K
23 $2.45M
APD
Air Products & Chemicals, Inc.

Basic Materials
-9
- 47.37%
$248.61 - $294.96 $2.24K - $2.65K
10 $2.82M
DELL
Dell Technologies Inc.

Technology
-31
- 72.09%
$71.63 - $125.98 $2.22K - $3.91K
12 $1.47M
XLC
Select Sector Spdr Tr Communic

ETFs
-23
- 88.46%
$86.13 - $108.53 $1.98K - $2.5K
3 $326K
HPE
Hewlett Packard Enterprise CO

Technology
-144
- 62.61%
$12.51 - $20.45 $1.8K - $2.94K
86 $1.76M
TER
Teradyne, Inc

Technology
-20
- 80.0%
$67.96 - $91.05 $1.36K - $1.82K
5 $450K
XLP
Consumer Staples Sector Spdr

ETFs
-19
- 90.48%
N/A
2 $162K
Te Connectivity PLC Ord Shs
-12
- 80.0%
N/A
3 $506K
TT
Trane Technologies PLC

Industrials
-8
- 36.36%
$315.21 - $437.41 $2.52K - $3.5K
14 $6.12M
LSCC
Lattice Semiconductor Corp

Technology
-21
- 95.45%
$37.84 - $56.0 $795 - $1.18K
1 $49K
KHC
Kraft Heinz CO

Consumer Defensive
-32
- 96.97%
$25.61 - $30.81 $820 - $986
1 $26K
AAL
American Airlines Group Inc.

Industrials
-79
- 63.71%
N/A
45 $505K
TRGP
Targa Resources Corp.

Energy
-5
- 35.71%
$157.32 - $205.72 $787 - $1.03K
9 $1.57M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-8
- 80.0%
$103.49 - $133.44 $828 - $1.07K
2 $264K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-20
- 90.91%
$37.08 - $42.26 $742 - $845
2 $83K
ARES
Ares Management Corp

Financial Services
-6
- 66.67%
$118.04 - $175.83 $708 - $1.05K
3 $520K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-3
- 75.0%
$215.78 - $270.12 $647 - $810
1 $233K
SYF
Synchrony Financial

Financial Services
-15
- 75.0%
$43.81 - $66.74 $657 - $1K
5 $334K
Atlassian Corporation Cl A
-3
- 33.33%
N/A
6 $1.22M
AN
Autonation, Inc.

Consumer Cyclical
-4
- 80.0%
$155.71 - $201.03 $623 - $804
1 $199K
GM
General Motors CO

Consumer Cyclical
-17
- 29.31%
$42.48 - $50.46 $722 - $858
41 $2.02M
PCG
Pg&E Corp

Utilities
-32
- 54.24%
$13.55 - $17.87 $434 - $572
27 $376K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-75
- 35.55%
$10.8 - $16.92 $810 - $1.27K
136 $1.87M
STZ
Constellation Brands, Inc.

Consumer Defensive
-3
- 50.0%
$160.0 - $195.62 $480 - $587
3 $488K
ANSS
Ansys Inc

Technology
-2
- 66.67%
$284.19 - $351.22 $568 - $702
1 $351K
ALB
Albemarle Corp

Basic Materials
-9
- 90.0%
$50.76 - $72.25 $457 - $650
1 $63K
VFC
V F Corp

Consumer Cyclical
-38
- 88.37%
$9.74 - $16.39 $370 - $623
5 $59K
TPR
Tapestry, Inc.

Consumer Cyclical
-10
- 50.0%
$60.6 - $87.81 $606 - $878
10 $878K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-4
- 28.57%
$57.26 - $78.92 $229 - $316
10 $579K
ZION
Zions Bancorporation, National Association

Financial Services
-11
- 64.71%
$41.39 - $51.94 $455 - $571
6 $312K
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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