Principia Wealth Advisory, LLC Purchases in Q2 2025

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
2
+ 12.5%
$174.64 - $205.16 $349 - $410
18 $3.56M
CHRD
Oasis Petroleum Inc.

Energy
5
New
$82.03 - $113.54 $410 - $568
5 $484K
ATO
Atmos Energy Corp

Utilities
3
+ 75.0%
$145.06 - $162.66 $435 - $488
7 $1.08M
GRMN
Garmin LTD

Technology
2
+ 50.0%
$173.63 - $218.07 $347 - $436
6 $1.25M
EQR
Equity Residential

Real Estate
7
+ 53.85%
$61.82 - $71.72 $433 - $502
20 $1.35M
VOD
Vodafone Group Public LTD CO

Communication Services
45
New
$8.19 - $10.66 $369 - $480
45 $480K
CIEN
Ciena Corp

Technology
4
+ 50.0%
$53.5 - $83.89 $214 - $336
12 $976K
NTNX
Nutanix, Inc.

Technology
4
+ 25.0%
$58.17 - $83.07 $233 - $332
20 $1.53M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
3
+ 150.0%
$139.81 - $165.8 $419 - $497
5 $777K
PEAK
Healthpeak Properties, Inc.

Real Estate
29
+ 90.63%
N/A
61 $1.07M
AER
Aer Cap Holdings N.V.

Industrials
4
New
$88.97 - $117.24 $356 - $469
4 $468K
TFC
Truist Financial Corp

Financial Services
9
+ 60.0%
$34.79 - $42.99 $313 - $387
24 $1.03M
ERIC
Ericsson Lm Telephone CO

Technology
54
New
$6.77 - $8.86 $366 - $478
54 $458K
NOK
Nokia Corp

Technology
87
New
$4.65 - $5.43 $405 - $472
87 $451K
ELV
Elevance Health, Inc.

Healthcare
2
+ 28.57%
$372.27 - $452.69 $745 - $905
9 $3.5M
ESLT
Elbit Systems LTD

Industrials
1
New
$364.73 - $454.9 $365 - $455
1 $450K
CHKP
Check Point Software Technologies LTD

Technology
2
New
$204.26 - $233.47 $409 - $467
2 $443K
DPZ
Dominos Pizza Inc

Consumer Cyclical
1
+ 50.0%
$430.72 - $497.52 $431 - $498
3 $1.35M
DGX
Quest Diagnostics Inc

Healthcare
2
+ 40.0%
N/A
7 $1.26M
POST
Post Holdings, Inc.

Consumer Defensive
4
New
$107.47 - $118.46 $430 - $474
4 $436K
ADM
Archer Daniels Midland CO

Consumer Defensive
6
+ 42.86%
$41.79 - $54.16 $251 - $325
20 $1.06M
CSL
Carlisle Companies Inc

Industrials
1
+ 50.0%
$317.1 - $408.5 $317 - $409
3 $1.12M
F
Ford Motor CO

Consumer Cyclical
12
+ 5.31%
$8.69 - $10.85 $104 - $130
238 $2.58M
ZM
Zoom Video Communications, Inc.

Technology
5
+ 71.43%
$66.7 - $84.62 $334 - $423
12 $936K
CSGP
Costar Group, Inc.

Real Estate
5
+ 27.78%
$72.62 - $83.22 $363 - $416
23 $1.85M
FLO
Flowers Foods Inc

Consumer Defensive
27
New
$15.86 - $19.21 $428 - $519
27 $431K
RPRX
Royalty Pharma PLC

Healthcare
9
+ 33.33%
$30.85 - $36.14 $278 - $325
36 $1.3M
Jacobs Solutions Inc Com
3
+ 150.0%
N/A
5 $657K
Anglogold Ashanti PLC Com Shs
7
+ 63.64%
N/A
18 $820K
AWK
American Water Works Company, Inc.

Utilities
3
+ 37.5%
$133.82 - $151.96 $401 - $456
11 $1.53M
OLED
Universal Display Corp Pa

Technology
1
+ 11.11%
$106.6 - $161.02 $107 - $161
10 $1.55M
EXC
Exelon Corp

Utilities
10
+ 50.0%
$42.2 - $47.37 $422 - $474
30 $1.3M
AFRM
Affirm Holdings, Inc.

Technology
6
New
$35.75 - $69.14 $215 - $415
6 $415K
FTI
Technip Fmc PLC

Energy
12
New
$23.18 - $35.33 $278 - $424
12 $413K
MT
Arcelor Mittal

Basic Materials
13
New
$23.47 - $31.65 $305 - $411
13 $411K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
6
New
$64.31 - $75.93 $386 - $456
6 $408K
CYBR
Cyber Ark Software Ltd.

Technology
1
New
$305.98 - $406.88 $306 - $407
1 $407K
CF
Cf Industries Holdings, Inc.

Basic Materials
3
+ 50.0%
$68.47 - $102.48 $205 - $307
9 $828K
APO
Apollo Global Management, Inc.

Financial Services
2
+ 22.22%
$108.68 - $145.07 $217 - $290
11 $1.56M
RYAAY
Ryanair Holdings PLC

Industrials
7
New
$39.21 - $57.84 $274 - $405
7 $404K
WDC
Western Digital Corp

Technology
5
+ 166.67%
$30.54 - $63.99 $153 - $320
8 $512K
EQNR
Equinor Asa

Energy
16
New
$22.04 - $28.08 $353 - $449
16 $402K
FRT
Federal Realty Investment Trust

Real Estate
4
+ 100.0%
$83.56 - $99.08 $334 - $396
8 $760K
OC
Owens Corning

Industrials
3
+ 75.0%
$126.32 - $147.75 $379 - $443
7 $963K
Ge Healthcare Technologies Inc Common Stock
4
+ 36.36%
N/A
15 $1.11M
Amrize LTD Shs
8
New
N/A
8 $396K
STM
St Microelectronics N.V.

Technology
13
New
$17.78 - $30.41 $231 - $395
13 $395K
NTRA
Natera, Inc.

Healthcare
2
+ 66.67%
$132.23 - $171.87 $264 - $344
5 $845K
L
Loews Corp

Financial Services
4
+ 100.0%
$80.89 - $92.09 $324 - $368
8 $733K
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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