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
Aptiv PLC Com Shs
-3
- 60.0%
N/A
2 $136K
Smurfit Westrock PLC Shs
-3
- 23.08%
N/A
10 $432K
CDW
Cdw Corp

Technology
-1
- 33.33%
$144.49 - $190.68 $144 - $191
2 $357K
MTB
M&T Bank Corp

Financial Services
-1
- 33.33%
$156.58 - $193.99 $157 - $194
2 $388K
PODD
Insulet Corp

Healthcare
-1
- 25.0%
$238.57 - $327.47 $239 - $327
3 $943K
FOX
Fox Corp Cl B (De)

Communication Services
-3
- 30.0%
$43.81 - $53.0 $131 - $159
7 $361K
MTDR
Matador Resources CO

Energy
-3
- 50.0%
$36.67 - $52.23 $110 - $157
3 $143K
AGNC
Agnc Investment Corp.

Real Estate
-13
- 46.43%
$8.12 - $9.49 $106 - $123
15 $138K
MANH
Manhattan Associates Inc

Technology
-1
- 33.33%
$143.9 - $197.47 $144 - $197
2 $395K
PR
Permian Resources Corporation

Energy
-10
- 40.0%
$10.36 - $14.93 $104 - $149
15 $204K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-1
- 25.0%
$86.97 - $102.82 $87 - $103
3 $288K
SSB
South State Corp

Financial Services
-1
- 25.0%
$80.59 - $94.67 $80.6 - $94.7
3 $276K
NBIX
Neurocrine Biosciences Inc

Healthcare
-1
- 50.0%
$87.54 - $128.18 $87.5 - $128
1 $126K
CDAY
Ceridian Hcm Holding Inc.

Technology
-1
- 14.29%
N/A
6 $332K
XYL
Xylem Inc.

Industrials
-1
- 25.0%
$102.86 - $129.5 $103 - $130
3 $388K
TRU
Trans Union

Industrials
-1
- 20.0%
$69.26 - $91.89 $69.3 - $91.9
4 $352K
SSNC
Ss&C Technologies Holdings Inc

Technology
-1
- 16.67%
$71.96 - $83.42 $72 - $83.4
5 $414K
PFGC
Performance Food Group CO

Consumer Defensive
-2
- 15.38%
$71.62 - $89.56 $143 - $179
11 $962K
OWL
Blue Owl Capital Inc.

Financial Services
-5
- 9.43%
$15.9 - $21.16 $79.5 - $106
48 $922K
WAL
Western Alliance Bancorporation

Financial Services
-2
- 16.67%
$61.0 - $79.94 $122 - $160
10 $780K
OHI
Omega Healthcare Investors Inc

Real Estate
-1
- 50.0%
$35.55 - $39.05 $35.6 - $39.1
1 $37K
DLR
Digital Realty Trust, Inc.

Real Estate
-2
- 18.18%
$136.11 - $177.69 $272 - $355
9 $1.57M
FMC
Fmc Corp

Basic Materials
-1
- 50.0%
$33.98 - $44.06 $34 - $44.1
1 $42K
CMA
Comerica Inc

Financial Services
-1
- 16.67%
$50.42 - $59.65 $50.4 - $59.7
5 $298K
MGM
Mgm Resorts International

Consumer Cyclical
-4
- 16.0%
$25.79 - $34.95 $103 - $140
21 $722K
AVTR
Avantor, Inc.

Basic Materials
-1
- 25.0%
$11.94 - $16.29 $11.9 - $16.3
3 $40K
DDOG
Datadog, Inc.

Technology
-4
- 28.57%
$87.0 - $134.33 $348 - $537
10 $1.34M
WFRD
Weatherford International PLC

Energy
-1
- 14.29%
$39.17 - $54.26 $39.2 - $54.3
6 $302K
TW
Tradeweb Markets Inc.

Financial Services
-1
- 14.29%
$125.37 - $149.02 $125 - $149
6 $878K
VNT
Vontier Corp

Technology
-2
- 20.0%
$28.04 - $37.3 $56.1 - $74.6
8 $295K
FITB
Fifth Third Bancorp

Financial Services
-5
- 12.82%
$33.32 - $41.51 $167 - $208
34 $1.4M
AMAT
Applied Materials Inc

Technology
-10
- 18.18%
$126.95 - $183.52 $1.27K - $1.84K
45 $8.24M
NWS
News Corp New Cl B Com Stk (De

Communication Services
-1
- 7.14%
$27.41 - $34.31 $27.4 - $34.3
13 $446K
INSM
Insmed Inc

Healthcare
-1
- 25.0%
$64.81 - $105.9 $64.8 - $106
3 $302K
Maplebear Inc Com
-1
- 7.69%
N/A
12 $543K
SKX
Skechers Usa Inc

Consumer Cyclical
-1
- 12.5%
$45.48 - $63.1 $45.5 - $63.1
7 $442K
WELL
Welltower Inc.

Real Estate
-2
- 6.45%
$136.49 - $155.22 $273 - $310
29 $4.46M
USFD
Us Foods Holding Corp.

Consumer Defensive
-2
- 9.52%
$60.47 - $79.12 $121 - $158
19 $1.46M
MKSI
Mks Instruments Inc

Technology
-2
- 16.67%
$58.78 - $100.27 $118 - $201
10 $994K
CTAS
Cintas Corp

Industrials
-1
- 5.26%
$190.11 - $227.66 $190 - $228
18 $4.01M
Super Micro Computer Inc Com New
-4
- 13.79%
N/A
25 $1.23M
NRG
Nrg Energy, Inc.

Utilities
-2
- 25.0%
$83.61 - $162.67 $167 - $325
6 $963K
FCX
Freeport Mcmoran Inc

Basic Materials
-9
- 13.04%
$29.15 - $44.46 $262 - $400
60 $2.6M
CCL
Carnival Corp

Consumer Cyclical
-2
- 3.57%
$16.43 - $28.12 $32.9 - $56.2
54 $1.52M
BSX
Boston Scientific Corp

Healthcare
-1
- 1.32%
$89.7 - $107.41 $89.7 - $107
75 $8.06M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-1
- 7.14%
$177.93 - $313.14 $178 - $313
13 $4.07M
OVV
Ovintiv Inc.

Energy
-6
- 0.82%
$31.18 - $44.14 $187 - $265
725 $27.6M
SGOL
Abrdn Gold ETF Trust

ETFs
-595
- 5.95%
$28.39 - $32.75 $16.9K - $19.5K
9.4K $296M
CSCO
Cisco Systems, Inc.

Technology
-5
- 2.62%
$53.19 - $69.38 $266 - $347
186 $12.9M
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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