Principia Wealth Advisory, LLC Sells in Q1 2025

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XYL
Xylem Inc.

Industrials
-5
- 55.56%
$114.02 - $132.04 $570 - $660
4 $442K
MET
Metlife Inc

Financial Services
-6
- 30.0%
$77.7 - $87.0 $466 - $522
14 $1.05M
FANG
Diamondback Energy, Inc.

Energy
-3
- 50.0%
$139.9 - $180.18 $420 - $541
3 $405K
LEA
Lear Corp

Consumer Cyclical
-6
Closed
$87.96 - $99.36 $528 - $596
0 $0
Flutter Entmt PLC Shs
-2
- 50.0%
N/A
2 $473K
WDC
Western Digital Corp

Technology
-8
- 72.73%
$40.43 - $72.03 $323 - $576
3 $109K
UDR
Udr, Inc.

Real Estate
-12
- 54.55%
$40.09 - $46.04 $481 - $552
10 $411K
NLOK
Norton Life Lock Inc.

Technology
-19
- 63.33%
N/A
11 $280K
CSX
Csx Corp

Industrials
-12
- 22.22%
$29.11 - $33.67 $349 - $404
42 $1.2M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-3
- 37.5%
$103.02 - $140.69 $309 - $422
5 $478K
NSC
Norfolk Southern Corp

Industrials
-2
- 33.33%
$227.69 - $259.76 $455 - $520
4 $888K
MLM
Martin Marietta Materials Inc

Basic Materials
-1
Closed
$460.39 - $552.64 $460 - $553
0 $0
EME
Emcor Group, Inc.

Industrials
-1
- 50.0%
$361.16 - $535.99 $361 - $536
1 $391K
JBHT
Hunt J B Transport Services Inc

Industrials
-3
Closed
$146.12 - $186.55 $438 - $560
0 $0
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-1
- 50.0%
$314.47 - $431.35 $314 - $431
1 $363K
CRL
Charles River Laboratories International, Inc.

Healthcare
-2
- 40.0%
$150.52 - $190.14 $301 - $380
3 $417K
AZPN
Aspen Technology, Inc.

Technology
-2
Closed
$249.06 - $274.8 $498 - $550
0 $0
EXP
Eagle Materials Inc

Basic Materials
-2
Closed
$207.49 - $262.13 $415 - $524
0 $0
NBIX
Neurocrine Biosciences Inc

Healthcare
-3
- 60.0%
$107.22 - $153.29 $322 - $460
2 $191K
PCVX
Vaxcyte, Inc.

Healthcare
-6
Closed
$37.76 - $92.13 $227 - $553
0 $0
AFRM
Affirm Holdings, Inc.

Technology
-8
Closed
$43.7 - $80.98 $350 - $648
0 $0
HUBB
Hubbell Inc

Industrials
-1
- 50.0%
$330.91 - $456.86 $331 - $457
1 $352K
ABC
Amerisourcebergen Corp

Healthcare
-3
- 42.86%
N/A
4 $1.1M
ZM
Zoom Video Communications, Inc.

Technology
-5
- 41.67%
$72.23 - $88.64 $361 - $443
7 $503K
MDB
Mongo Db, Inc.

Technology
-2
Closed
$175.4 - $298.52 $351 - $597
0 $0
CLH
Clean Harbors Inc

Industrials
-2
Closed
$188.14 - $246.1 $376 - $492
0 $0
STLD
Steel Dynamics Inc

Basic Materials
-4
- 66.67%
N/A
2 $245K
AME
Ametek Inc

Industrials
-2
- 33.33%
$170.39 - $190.43 $341 - $381
4 $644K
ZTS
Zoetis Inc.

Healthcare
-2
- 15.38%
$156.48 - $175.67 $313 - $351
11 $1.69M
DT
Dynatrace, Inc.

Technology
-6
- 35.29%
$47.15 - $62.42 $283 - $375
11 $496K
RGA
Reinsurance Group Of America Inc

Financial Services
-2
Closed
$186.01 - $231.1 $372 - $462
0 $0
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-4
- 80.0%
$80.4 - $106.5 $322 - $426
1 $78K
DBX
Dropbox, Inc.

Technology
-14
Closed
$24.55 - $33.27 $344 - $466
0 $0
ANSS
Ansys Inc

Technology
-1
- 25.0%
$316.56 - $360.36 $317 - $360
3 $929K
XPO
Xpo Logistics, Inc.

Industrials
-3
- 75.0%
$106.12 - $148.16 $318 - $444
1 $106K
EW
Edwards Lifesciences Corp

Healthcare
-5
- 31.25%
$67.95 - $76.19 $340 - $381
11 $769K
UTHR
United Therapeutics Corp

Healthcare
-1
- 50.0%
$304.42 - $380.78 $304 - $381
1 $293K
DXCM
Dexcom Inc

Healthcare
-4
- 30.77%
$67.74 - $90.75 $271 - $363
9 $602K
PR
Permian Resources Corporation

Energy
-24
- 48.98%
$12.33 - $16.0 $296 - $384
25 $297K
UHALB
Amerco Com Ser N
-6
- 66.67%
N/A
3 $172K
OXY
Occidental Petroleum Corp

Energy
-4
- 15.38%
$45.45 - $52.7 $182 - $211
22 $885K
AGCO
Agco Corp

Industrials
-4
- 57.14%
$88.82 - $106.69 $355 - $427
3 $257K
SMAR
Smartsheet Inc

Technology
-7
Closed
$56.06 - $56.47 $392 - $395
0 $0
NOC
Northrop Grumman Corp

Industrials
-1
- 33.33%
$433.45 - $513.82 $433 - $514
2 $1.03M
S
Sentinel One, Inc.

Technology
-17
Closed
$18.17 - $24.97 $309 - $424
0 $0
FMC
Fmc Corp

Basic Materials
-7
- 77.78%
$34.54 - $56.38 $242 - $395
2 $75K
UHS
Universal Health Services Inc

Healthcare
-2
Closed
$163.99 - $193.27 $328 - $387
0 $0
TTEK
Tetra Tech Inc

Industrials
-9
Closed
$28.26 - $42.58 $254 - $383
0 $0
RRX
Regal Rexnord Corp

Industrials
-2
- 66.67%
$113.85 - $167.1 $228 - $334
1 $107K
Activity Summary
Buys All Purchases 547 New Holdings 146 Increased Positions 401 Sells All Sells 266 Reductions 198 Sold out 68 Options Calls 3 Puts 0
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