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
LAMR
Lamar Advertising CO

Real Estate
3
+ 100.0%
$102.35 - $121.67 $307 - $365
6 $728K
PHG
Koninklijke Philips Nv

Healthcare
16
New
$21.67 - $25.64 $347 - $410
16 $384K
Flutter Entmt PLC Shs
1
+ 50.0%
N/A
3 $857K
TEF
Telefonica S A

Communication Services
73
New
$4.37 - $5.39 $319 - $393
73 $382K
ETR
Entergy Corp

Utilities
4
+ 21.05%
$79.01 - $86.61 $316 - $346
23 $1.91M
GL
Globe Life Inc.

Financial Services
3
+ 60.0%
$113.29 - $133.09 $340 - $399
8 $994K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
5
+ 100.0%
N/A
10 $681K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
4
New
$84.41 - $106.28 $338 - $425
4 $380K
PKG
Packaging Corp Of America

Consumer Cyclical
2
+ 200.0%
$175.97 - $201.36 $352 - $403
3 $565K
ACM
Aecom

Industrials
3
+ 150.0%
$87.19 - $113.06 $262 - $339
5 $564K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
2
+ 50.0%
$144.63 - $179.53 $289 - $359
6 $988K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
22
New
$12.82 - $18.15 $282 - $399
22 $369K
ES
Eversource Energy

Utilities
5
+ 71.43%
$54.25 - $65.89 $271 - $329
12 $763K
ELS
Equity Lifestyle Properties Inc

Real Estate
6
+ 600.0%
$61.46 - $68.02 $369 - $408
7 $432K
PPL
Ppl Corp

Utilities
11
+ 55.0%
$33.45 - $36.5 $368 - $402
31 $1.05M
EXPD
Expeditors International Of Washington Inc

Industrials
3
+ 50.0%
$102.84 - $122.24 $309 - $367
9 $1.03M
PNR
Pentair PLC

Industrials
3
+ 100.0%
$76.17 - $103.58 $229 - $311
6 $616K
NI
Nisource Inc.

Utilities
8
+ 44.44%
$37.11 - $40.64 $297 - $325
26 $1.05M
ESAB
Esab Corp

Industrials
3
New
$104.48 - $130.25 $313 - $391
3 $362K
VICI
Vici Properties Inc.

Real Estate
8
+ 14.55%
$29.41 - $32.97 $235 - $264
63 $2.05M
WRB
Berkley W R Corp

Financial Services
4
+ 40.0%
$64.28 - $75.17 $257 - $301
14 $1.03M
Rb Global Inc Com
3
+ 75.0%
N/A
7 $743K
ED
Consolidated Edison Inc

Utilities
4
+ 50.0%
$98.05 - $113.3 $392 - $453
12 $1.2M
BFA
Brown Forman Corp Cl A
15
+ 166.67%
N/A
24 $659K
Veralto Corp Com Shs
3
+ 60.0%
N/A
8 $808K
FOXA
Fox Corp

Communication Services
6
+ 200.0%
$47.21 - $57.04 $283 - $342
9 $504K
SON
Sonoco Products CO

Consumer Cyclical
8
New
$40.6 - $47.93 $325 - $383
8 $348K
ERIE
Erie Indemnity CO

Financial Services
1
New
$340.45 - $423.93 $340 - $424
1 $347K
TROW
Price T Rowe Group Inc

Financial Services
3
+ 33.33%
$80.27 - $98.06 $241 - $294
12 $1.16M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
3
New
$96.02 - $124.33 $288 - $373
3 $346K
ATI
Allegheny Technologies Inc

Industrials
4
New
$41.97 - $86.8 $168 - $347
4 $345K
CHX
Champion X Corp

Energy
14
+ 200.0%
$22.52 - $30.02 $315 - $420
21 $522K
STLA
Stellantis N.V.

Consumer Cyclical
34
New
$8.53 - $11.27 $290 - $383
34 $341K
CNP
Centerpoint Energy Inc

Utilities
9
+ 45.0%
$35.5 - $39.05 $320 - $351
29 $1.07M
XLU
Utilities Sector Spdr

ETFs
4
+ 200.0%
$73.09 - $82.77 $292 - $331
6 $490K
NICE
Nice Ltd.

Technology
2
New
$141.3 - $178.32 $283 - $357
2 $338K
YUM
Yum Brands Inc

Consumer Cyclical
2
+ 13.33%
$138.36 - $161.45 $277 - $323
17 $2.52M
ICL
Icl Group Ltd.

Basic Materials
49
New
$5.35 - $6.98 $262 - $342
49 $336K
CMS
Cms Energy Corp

Utilities
5
+ 62.5%
$68.57 - $75.51 $343 - $378
13 $901K
RE
Everest Re Group LTD

Financial Services
1
+ 100.0%
N/A
2 $680K
XEL
Xcel Energy Inc

Utilities
5
+ 29.41%
$65.65 - $72.39 $328 - $362
22 $1.5M
UGI
Ugi Corp

Utilities
9
New
$30.18 - $36.59 $272 - $329
9 $328K
KIM
Kimco Realty Corp

Real Estate
15
+ 115.38%
$18.7 - $21.69 $281 - $325
28 $589K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
4
New
$78.47 - $92.25 $314 - $369
4 $325K
JNPR
Juniper Networks Inc

Technology
8
+ 800.0%
$33.93 - $39.93 $271 - $319
9 $359K
FCN
Fti Consulting, Inc

Industrials
2
New
$152.87 - $168.51 $306 - $337
2 $323K
AFL
Aflac Inc

Financial Services
3
+ 20.0%
$99.77 - $112.45 $299 - $337
18 $1.9M
HEIA
Heico Crp Cl A
1
+ 100.0%
N/A
2 $518K
MRNA
Moderna, Inc.

Healthcare
11
+ 100.0%
$23.65 - $28.54 $260 - $314
22 $607K
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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