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
Coherent Corp Com
-9
- 69.23%
N/A
4 $357K
AES
Aes Corp

Utilities
-40
- 64.52%
$9.63 - $12.55 $385 - $502
22 $231K
WSM
Williams Sonoma Inc

Consumer Cyclical
-3
- 50.0%
$137.62 - $174.44 $413 - $523
3 $490K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-10
- 62.5%
$38.16 - $46.72 $382 - $467
6 $265K
DUK
Duke Energy Corp

Utilities
-4
- 11.43%
$112.46 - $124.05 $450 - $496
31 $3.66M
WBS
Webster Financial Corp

Financial Services
-9
- 90.0%
$41.76 - $54.91 $376 - $494
1 $55K
BX
Blackstone Inc.

Financial Services
-5
- 17.86%
$120.07 - $151.11 $600 - $756
23 $3.44M
CUBE
Cube Smart

Real Estate
-11
- 64.71%
$35.88 - $43.68 $395 - $480
6 $255K
IR
Ingersoll Rand Inc.

Industrials
-6
- 50.0%
$66.75 - $84.94 $401 - $510
6 $499K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-6
- 54.55%
$60.29 - $71.77 $362 - $431
5 $350K
GPS
Gap Inc

Consumer Cyclical
-19
- 73.08%
N/A
7 $153K
TAP
Molson Coors Beverage CO

Consumer Defensive
-5
- 50.0%
$47.24 - $62.46 $236 - $312
5 $240K
OKE
Oneok Inc

Energy
-4
- 36.36%
$78.71 - $100.37 $315 - $401
7 $571K
BBY
Best Buy CO Inc

Consumer Cyclical
-6
- 46.15%
$56.17 - $75.73 $337 - $454
7 $470K
IOT
Samsara Inc.

Technology
-9
- 52.94%
$33.46 - $47.74 $301 - $430
8 $318K
FN
Fabrinet

Technology
-2
- 66.67%
$171.03 - $298.93 $342 - $598
1 $295K
GFS
Globalfoundries Inc.

Technology
-9
- 52.94%
$30.37 - $40.03 $273 - $360
8 $306K
ROK
Rockwell Automation, Inc

Industrials
-2
- 50.0%
$218.97 - $332.17 $438 - $664
2 $664K
CVX
Chevron Corp

Energy
-1
- 1.82%
$133.73 - $168.51 $134 - $169
54 $7.73M
CFLT
Confluent, Inc.

Technology
-13
- 92.86%
$19.44 - $24.93 $253 - $324
1 $25K
ITT
Itt Inc.

Industrials
-4
- 36.36%
$112.67 - $157.95 $451 - $632
7 $1.1M
SHW
Sherwin Williams CO

Basic Materials
-1
- 11.11%
$313.51 - $363.51 $314 - $364
8 $2.75M
TGT
Target Corp

Consumer Defensive
-3
- 15.0%
$88.76 - $105.77 $266 - $317
17 $1.68M
DT
Dynatrace, Inc.

Technology
-7
- 63.64%
$41.21 - $55.9 $288 - $391
4 $221K
DKNG
Draft Kings Inc.

Consumer Cyclical
-11
- 37.93%
$31.67 - $42.89 $348 - $472
18 $772K
CRL
Charles River Laboratories International, Inc.

Healthcare
-2
- 66.67%
$99.75 - $151.89 $200 - $304
1 $152K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-4
- 40.0%
$54.08 - $68.32 $216 - $273
6 $330K
EIX
Edison International

Utilities
-4
- 33.33%
$48.32 - $59.92 $193 - $240
8 $413K
DD
Du Pont De Nemours, Inc.

Basic Materials
-6
- 26.09%
$55.13 - $75.25 $331 - $452
17 $1.17M
MTCH
Match Group, Inc.

Communication Services
-9
- 81.82%
$27.03 - $31.93 $243 - $287
2 $62K
GME
Game Stop Corp.

Consumer Cyclical
-9
- 45.0%
$21.1 - $35.01 $190 - $315
11 $268K
SWKS
Skyworks Solutions, Inc.

Technology
-7
- 35.0%
$49.2 - $74.95 $344 - $525
13 $969K
ROKU
Roku, Inc

Communication Services
-4
- 80.0%
$55.1 - $87.89 $220 - $352
1 $88K
TXN
Texas Instruments Inc

Technology
-9
- 20.93%
N/A
34 $7.06M
PVH
Pvh Corp.

Consumer Cyclical
-3
- 75.0%
$60.5 - $87.28 $182 - $262
1 $69K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-8
- 33.33%
$23.18 - $30.7 $185 - $246
16 $454K
SCHO
Schwab Short Term Us Treasury

ETFs
-9
- 6.62%
$24.19 - $24.45 $218 - $220
127 $3.1M
SNAP
Snap Inc

Communication Services
-23
- 63.89%
$7.23 - $9.21 $166 - $212
13 $113K
LEN
Lennar Corp

Consumer Cyclical
-2
- 14.29%
$102.76 - $115.66 $206 - $231
12 $1.33M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-1
- 10.0%
$146.74 - $176.07 $147 - $176
9 $1.46M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-39
- 33.62%
$7.69 - $11.46 $300 - $447
77 $882K
TSN
Tyson Foods, Inc.

Consumer Defensive
-3
- 50.0%
$54.33 - $63.56 $163 - $191
3 $168K
AMKR
Amkor Technology, Inc.

Technology
-16
- 31.37%
$14.88 - $21.18 $238 - $339
35 $735K
HEI
Heico Corp

Industrials
-1
- 50.0%
$236.44 - $328.0 $236 - $328
1 $328K
BALL
Ball Corp

Consumer Cyclical
-6
- 35.29%
$44.94 - $56.99 $270 - $342
11 $617K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
-3
- 42.86%
$87.64 - $143.29 $263 - $430
4 $573K
VTR
Ventas, Inc.

Real Estate
-2
- 10.53%
$62.45 - $70.08 $125 - $140
17 $1.07M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-2
- 25.0%
$149.76 - $186.42 $300 - $373
6 $1.12M
MKC
Mccormick & CO Inc

Consumer Defensive
-2
- 40.0%
$71.11 - $82.25 $142 - $165
3 $227K
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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