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
BWXT
Bwx Technologies, Inc.

Industrials
-2
Closed
$96.59 - $128.46 $193 - $257
0 $0
SJM
J M Smucker CO

Consumer Defensive
-2
Closed
$100.41 - $118.41 $201 - $237
0 $0
CDW
Cdw Corp

Technology
-1
- 25.0%
$160.26 - $206.13 $160 - $206
3 $478K
KEYS
Keysight Technologies, Inc.

Technology
-1
- 25.0%
$148.16 - $185.11 $148 - $185
3 $428K
SF
Stifel Financial Corp

Financial Services
-2
Closed
$91.62 - $117.6 $183 - $235
0 $0
WY
Weyerhaeuser CO

Real Estate
-7
- 43.75%
$27.29 - $31.39 $191 - $220
9 $239K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-1
- 25.0%
$233.07 - $290.7 $233 - $291
3 $730K
DOV
Dover Corp

Industrials
-1
- 50.0%
$174.65 - $206.43 $175 - $206
1 $166K
NYT
New York Times CO

Communication Services
-4
Closed
$46.9 - $55.89 $188 - $224
0 $0
FLO
Flowers Foods Inc

Consumer Defensive
-10
Closed
$18.05 - $20.78 $181 - $208
0 $0
ZION
Zions Bancorporation, National Association

Financial Services
-1
- 5.56%
$47.0 - $59.03 $47 - $59
17 $777K
Smurfit Westrock PLC Shs
-1
- 7.14%
N/A
13 $555K
GTLS
Chart Industries Inc

Industrials
-1
Closed
$141.99 - $218.35 $142 - $218
0 $0
FAF
First American Financial Corp

Financial Services
-3
- 50.0%
$57.7 - $66.47 $173 - $199
3 $184K
EOG
Eog Resources Inc

Energy
-1
- 11.11%
$120.54 - $138.05 $121 - $138
8 $912K
AMH
American Homes 4 Rent

Real Estate
-5
- 83.33%
$34.43 - $37.81 $172 - $189
1 $35K
HRL
Hormel Foods Corp

Consumer Defensive
-6
- 85.71%
$28.29 - $31.52 $170 - $189
1 $30K
DVN
Devon Energy Corp

Energy
-5
- 29.41%
$33.15 - $38.55 $166 - $193
12 $373K
JKHY
Henry Jack & Associates Inc

Technology
-1
- 50.0%
$166.47 - $191.28 $166 - $191
1 $171K
BLDR
Builders First Source, Inc.

Industrials
-1
- 33.33%
$122.8 - $173.51 $123 - $174
2 $249K
CINF
Cincinnati Financial Corp

Financial Services
-1
- 20.0%
$133.67 - $147.81 $134 - $148
4 $539K
SCI
Service Corp International

Consumer Cyclical
-2
- 33.33%
$75.99 - $84.16 $152 - $168
4 $300K
GGG
Graco Inc

Industrials
-2
- 50.0%
$80.53 - $87.54 $161 - $175
2 $158K
FIS
Fidelity National Information Services, Inc.

Technology
-1
- 8.33%
$68.12 - $83.42 $68.1 - $83.4
11 $797K
Jacobs Solutions Inc Com
-1
- 33.33%
N/A
2 $237K
GIS
General Mills Inc

Consumer Defensive
-2
- 25.0%
$57.56 - $65.3 $115 - $131
6 $348K
Bunge Global Sa Com Shs
-2
- 66.67%
N/A
1 $74K
HUM
Humana Inc

Healthcare
-1
- 25.0%
$249.11 - $303.11 $249 - $303
3 $857K
REXR
Rexford Industrial Realty, Inc.

Real Estate
-4
Closed
$37.17 - $41.44 $149 - $166
0 $0
PNR
Pentair PLC

Industrials
-1
- 25.0%
$84.0 - $105.35 $84 - $105
3 $252K
AVTR
Avantor, Inc.

Basic Materials
-6
- 60.0%
$15.5 - $22.57 $93 - $135
4 $64K
TRMB
Trimble Inc.

Technology
-1
- 11.11%
$65.52 - $77.49 $65.5 - $77.5
8 $492K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-5
- 71.43%
$25.27 - $28.3 $126 - $142
2 $50K
MTDR
Matador Resources CO

Energy
-1
- 14.29%
$44.79 - $63.77 $44.8 - $63.8
6 $255K
BFB
Brown Forman Corp Cl B
-3
- 50.0%
N/A
3 $102K
EDR
Endeavor Group Holdings, Inc.

Communication Services
-4
Closed
$28.53 - $35.5 $114 - $142
0 $0
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-1
Closed
$63.82 - $127.89 $63.8 - $128
0 $0
THC
Tenet Healthcare Corp

Healthcare
-1
- 50.0%
$119.51 - $144.98 $120 - $145
1 $131K
CPT
Camden Property Trust

Real Estate
-1
- 50.0%
$109.16 - $125.53 $109 - $126
1 $112K
PCOR
Procore Technologies, Inc.

Technology
-1
- 20.0%
$65.21 - $88.33 $65.2 - $88.3
4 $255K
EWBC
East West Bancorp Inc

Financial Services
-1
- 50.0%
$84.35 - $103.91 $84.4 - $104
1 $77K
WHR
Whirlpool Corp

Consumer Cyclical
-1
Closed
$88.58 - $133.14 $88.6 - $133
0 $0
EXAS
Exact Sciences Corp

Healthcare
-2
Closed
$43.04 - $58.51 $86.1 - $117
0 $0
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-1
- 25.0%
N/A
3 $162K
HQY
Healthequity, Inc.

Healthcare
-1
- 50.0%
$84.32 - $114.51 $84.3 - $115
1 $83K
QRVO
Qorvo, Inc.

Technology
-1
- 20.0%
$69.12 - $90.57 $69.1 - $90.6
4 $248K
KMX
Carmax Inc

Consumer Cyclical
-1
- 12.5%
$69.25 - $89.19 $69.3 - $89.2
7 $560K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-5
- 15.63%
$30.38 - $34.94 $152 - $175
27 $937K
DGX
Quest Diagnostics Inc

Healthcare
-1
- 16.67%
N/A
5 $820K
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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