Principia Wealth Advisory, LLC Purchases in Q1 2025

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Sandisk Corp Com
3
New
N/A
3 $110K
AAL
American Airlines Group Inc.

Industrials
51
+ 69.86%
N/A
124 $1.38M
MPC
Marathon Petroleum Corp

Energy
1
+ 33.33%
$134.72 - $159.03 $135 - $159
4 $526K
VNO
Vornado Realty Trust

Real Estate
3
New
$35.4 - $43.26 $106 - $130
3 $105K
LENB
Lennar Corporation Cl B
1
New
N/A
1 $104K
FNF
Fidelity National Financial, Inc.

Financial Services
1
+ 12.5%
$54.25 - $65.27 $54.3 - $65.3
9 $550K
PPL
Ppl Corp

Utilities
2
+ 11.11%
$31.68 - $36.11 $63.4 - $72.2
20 $683K
VLO
Valero Energy Corp

Energy
1
+ 33.33%
$121.76 - $142.99 $122 - $143
4 $464K
MAT
Mattel Inc

Consumer Cyclical
6
New
$17.73 - $21.94 $106 - $132
6 $95K
EMN
Eastman Chemical CO

Basic Materials
2
+ 28.57%
$87.05 - $103.47 $174 - $207
9 $733K
ACGL
Arch Capital Group Ltd.

Financial Services
1
+ 33.33%
$88.13 - $96.94 $88.1 - $96.9
4 $366K
LKQ
Lkq Corp

Consumer Cyclical
1
+ 11.11%
$36.24 - $44.05 $36.2 - $44.1
10 $416K
PWR
Quanta Services, Inc.

Industrials
1
+ 25.0%
$236.71 - $358.03 $237 - $358
5 $1.35M
DDOG
Datadog, Inc.

Technology
5
+ 55.56%
$98.68 - $151.89 $493 - $759
14 $1.36M
OHI
Omega Healthcare Investors Inc

Real Estate
2
New
$35.7 - $38.33 $71.4 - $76.7
2 $75K
AKAM
Akamai Technologies Inc

Technology
2
+ 50.0%
N/A
6 $458K
NFG
National Fuel Gas CO

Energy
1
New
$60.71 - $79.19 $60.7 - $79.2
1 $75K
CELH
Celsius Holdings, Inc.

Consumer Defensive
2
New
$21.28 - $35.62 $42.6 - $71.2
2 $75K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
1
+ 25.0%
$54.94 - $69.15 $54.9 - $69.2
5 $301K
BRX
Brixmor Property Group Inc.

Real Estate
3
New
N/A
3 $74K
TECH
Bio Techne Corp

Healthcare
3
+ 60.0%
$58.47 - $78.75 $175 - $236
8 $433K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
4
+ 44.44%
$25.93 - $29.28 $104 - $117
13 $325K
ADT
Adt Inc.

Industrials
9
New
$6.87 - $8.23 $61.8 - $74.1
9 $72K
PEGA
Pegasystems Inc

Technology
1
New
$68.14 - $112.29 $68.1 - $112
1 $71K
APG
A Pi Group Corp

Industrials
2
New
$35.67 - $40.88 $71.3 - $81.8
2 $71K
FLR
Fluor Corp

Industrials
2
New
$34.29 - $55.28 $68.6 - $111
2 $69K
ONTO
Onto Innovation Inc.

Technology
1
+ 50.0%
$121.34 - $224.5 $121 - $225
3 $400K
BERY
Berry Global Group, Inc.

Consumer Cyclical
1
+ 33.33%
$64.35 - $73.03 $64.4 - $73
4 $260K
GNTX
Gentex Corp

Consumer Cyclical
3
New
$23.3 - $28.48 $69.9 - $85.4
3 $65K
ACI
Albertsons Companies, Inc.

Consumer Defensive
3
New
$19.58 - $22.02 $58.7 - $66.1
3 $64K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1
New
$69.82 - $78.67 $69.8 - $78.7
1 $60K
FOXA
Fox Corp

Communication Services
1
+ 50.0%
$47.9 - $58.0 $47.9 - $58
3 $155K
INFA
Informatica Inc.

Technology
3
New
$17.39 - $26.5 $52.2 - $79.5
3 $54K
CNM
Core & Main, Inc.

Industrials
1
New
$46.27 - $57.26 $46.3 - $57.3
1 $49K
CNA
Cna Financial Corp

Financial Services
1
New
$45.86 - $51.0 $45.9 - $51
1 $48K
BILL
Bill.Com Holdings, Inc.

Technology
1
New
$43.59 - $97.07 $43.6 - $97.1
1 $44K
Noble Energy Corp
2
New
N/A
2 $42K
LUV
Southwest Airlines CO

Industrials
3
+ 33.33%
$28.18 - $34.84 $84.5 - $105
12 $343K
AR
Antero Resources Corp

Energy
1
+ 16.67%
$33.64 - $41.42 $33.6 - $41.4
7 $244K
KD
Kyndryl Holdings, Inc.

Technology
1
New
$31.32 - $43.45 $31.3 - $43.5
1 $31K
CRBG
Corebridge Financial, Inc.

Financial Services
1
New
$29.61 - $34.68 $29.6 - $34.7
1 $29K
Siriusxm Holdings Inc Common Stock
1
New
N/A
1 $21K
OMC
Omnicom Group Inc.

Communication Services
1
+ 16.67%
$79.43 - $88.34 $79.4 - $88.3
7 $536K
PINS
Pinterest, Inc.

Communication Services
1
+ 8.33%
$29.79 - $40.0 $29.8 - $40
13 $366K
Healthcare Rlty Tr Cl A Com
1
New
N/A
1 $16K
Qxo Inc Com New
1
New
N/A
1 $14K
NRZ
New Residential Investment Corp.

Real Estate
1
New
N/A
1 $10K
IVZ
Invesco Ltd.

Financial Services
8
+ 29.63%
$14.82 - $19.34 $119 - $155
35 $478K
MRNA
Moderna, Inc.

Healthcare
4
+ 57.14%
$28.35 - $47.53 $113 - $190
11 $293K
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
Track This Portfolio

Track Principia Wealth Advisory, LLC Portfolio

Follow Principia Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principia Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principia Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email