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
MNDY
Monday.Com Ltd.

Technology
1
New
$217.77 - $314.48 $218 - $314
1 $314K
WEC
Wec Energy Group, Inc.

Utilities
3
+ 42.86%
$102.24 - $109.76 $307 - $329
10 $1.04M
CCK
Crown Holdings Inc

Consumer Cyclical
3
New
$78.47 - $104.45 $235 - $313
3 $309K
KD
Kyndryl Holdings, Inc.

Technology
7
+ 700.0%
$27.77 - $41.96 $194 - $294
8 $336K
PSTG
Pure Storage, Inc.

Technology
5
+ 500.0%
$37.18 - $57.58 $186 - $288
6 $345K
JHX
James Hardie Industries PLC

Basic Materials
11
New
$20.27 - $27.59 $223 - $303
11 $296K
LVS
Las Vegas Sands Corp

Consumer Cyclical
5
+ 62.5%
$30.7 - $44.12 $154 - $221
13 $566K
WYNN
Wynn Resorts LTD

Consumer Cyclical
2
+ 33.33%
$66.1 - $97.75 $132 - $196
8 $749K
K
Kellogg CO

Consumer Defensive
4
+ 44.44%
$77.85 - $82.88 $311 - $332
13 $1.03M
WTW
Willis Towers Watson PLC

Financial Services
1
+ 50.0%
$295.96 - $337.43 $296 - $337
3 $920K
MIDD
Middleby Corp

Industrials
2
+ 200.0%
$124.01 - $154.76 $248 - $310
3 $432K
OKTA
Okta, Inc.

Technology
3
+ 37.5%
$91.24 - $127.3 $274 - $382
11 $1.1M
UNM
Unum Group

Financial Services
3
+ 27.27%
$70.48 - $82.91 $211 - $249
14 $1.13M
PRI
Primerica, Inc.

Financial Services
1
+ 100.0%
$244.39 - $290.62 $244 - $291
2 $547K
PAYX
Paychex Inc

Industrials
2
+ 16.67%
$137.01 - $159.78 $274 - $320
14 $2.04M
SWK
Stanley Black & Decker, Inc.

Industrials
4
+ 133.33%
$55.86 - $76.98 $223 - $308
7 $474K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
4
+ 57.14%
$90.21 - $112.66 $361 - $451
11 $1M
CNC
Centene Corp

Healthcare
7
+ 58.33%
$53.4 - $64.29 $374 - $450
19 $1.03M
Cooper Cos Inc Com
4
+ 400.0%
N/A
5 $356K
GRAB
Grab Holdings LTD

Technology
55
New
$3.48 - $5.25 $191 - $289
55 $277K
MAA
Mid America Apartment Communities Inc.

Real Estate
2
+ 100.0%
$145.91 - $168.0 $292 - $336
4 $592K
LOGI
Logitech International S.A.

Technology
3
New
$65.57 - $90.16 $197 - $270
3 $270K
GMAB
Genmab A/S

Healthcare
13
New
$17.98 - $23.09 $234 - $300
13 $269K
MAS
Masco Corp

Industrials
4
+ 30.77%
$58.73 - $71.06 $235 - $284
17 $1.09M
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 50.0%
$217.22 - $246.25 $217 - $246
3 $729K
SUI
Sun Communities Inc

Real Estate
2
+ 100.0%
$114.62 - $132.25 $229 - $265
4 $506K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18
+ 7.56%
$483.48 - $539.8 $8.7K - $9.72K
256 $124M
PAYC
Paycom Software, Inc.

Technology
1
+ 50.0%
$193.07 - $265.71 $193 - $266
3 $694K
RRC
Range Resources Corp

Energy
3
+ 14.29%
$32.1 - $43.23 $96.3 - $130
24 $976K
COLD
Americold Realty Trust

Real Estate
15
New
$16.31 - $21.47 $245 - $322
15 $249K
RNR
Renaissancere Holdings LTD

Financial Services
1
+ 100.0%
$220.37 - $253.95 $220 - $254
2 $486K
FUTU
Futu Holdings LTD

Financial Services
2
New
$74.81 - $124.33 $150 - $249
2 $247K
WWD
Woodward, Inc.

Industrials
1
New
$157.29 - $247.55 $157 - $248
1 $245K
HAS
Hasbro, Inc.

Consumer Cyclical
1
+ 11.11%
$50.71 - $73.82 $50.7 - $73.8
10 $738K
Qiagen Nv Com Shs
5
New
N/A
5 $240K
MAT
Mattel Inc

Consumer Cyclical
11
+ 183.33%
$14.55 - $20.12 $160 - $221
17 $335K
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 16.67%
$390.26 - $489.06 $781 - $978
14 $5.68M
IVZ
Invesco Ltd.

Financial Services
10
+ 28.57%
$12.14 - $15.77 $121 - $158
45 $710K
Aegon LTD Amer Reg 1 Cert
32
New
N/A
32 $232K
CLH
Clean Harbors Inc

Industrials
1
New
$182.1 - $233.5 $182 - $234
1 $231K
LDOS
Leidos Holdings, Inc.

Technology
1
+ 25.0%
$132.9 - $160.3 $133 - $160
5 $789K
KEYS
Keysight Technologies, Inc.

Technology
1
+ 33.33%
$127.02 - $165.4 $127 - $165
4 $655K
DOCU
Docusign, Inc.

Technology
3
+ 30.0%
$70.35 - $93.84 $211 - $282
13 $1.01M
TS
Tenaris Sa

Energy
6
New
$30.71 - $39.46 $184 - $237
6 $224K
THC
Tenet Healthcare Corp

Healthcare
1
+ 100.0%
$110.41 - $176.0 $110 - $176
2 $352K
RTO
Rentokil Initial PLC

Industrials
9
New
$19.89 - $24.42 $179 - $220
9 $216K
MOH
Molina Healthcare, Inc.

Healthcare
1
+ 50.0%
$290.25 - $353.24 $290 - $353
3 $894K
ALGN
Align Technology Inc

Healthcare
1
+ 100.0%
$144.32 - $190.42 $144 - $190
2 $379K
SNN
Smith & Nephew PLC

Healthcare
7
New
$24.97 - $30.63 $175 - $214
7 $214K
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
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