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
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
300
+ 5.85%
$49.57 - $50.27 $14.9K - $15.1K
5.42K $273M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
173
New
$96.84 - $99.46 $16.8K - $17.2K
173 $17.2M
Fidelity Wise Origin Bitcoin Fund
124
+ 539.13%
N/A
147 $13.8M
FMIL
Fidelity Covington Tr New Mill
120
+ 12.9%
N/A
1.05K $51.3M
SDCI
Uscf ETF Tr Summerhaven Dynami
500
+ 80.65%
N/A
1.12K $24.2M
NFLX
Netflix Inc

Communication Services
4
+ 26.67%
$855.86 - $1339.13 $3.42K - $5.36K
19 $25.4M
CTSH
Cognizant Technology Solutions Corp

Technology
12
+ 0.69%
$66.47 - $81.81 $798 - $982
1.75K $137M
HD
Home Depot, Inc.

Consumer Cyclical
25
+ 147.06%
$335.24 - $380.78 $8.38K - $9.52K
42 $15.4M
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 64.29%
$908.13 - $1056.85 $8.17K - $9.51K
23 $22.8M
BAC
Bank Of America Corp

Financial Services
179
+ 284.13%
$34.39 - $47.46 $6.16K - $8.5K
242 $11.5M
Brandes International ETF
225
New
N/A
225 $8.03M
GOOG
Alphabet Inc.

Communication Services
30
+ 18.63%
$146.58 - $180.01 $4.4K - $5.4K
191 $33.9M
LLY
Eli Lilly & CO

Healthcare
9
+ 36.0%
$713.71 - $898.95 $6.42K - $8.09K
34 $26.5M
NKE
Nike, Inc.

Consumer Cyclical
49
+ 14.08%
$53.27 - $72.04 $2.61K - $3.53K
397 $28.2M
ESS
Essex Property Trust, Inc.

Real Estate
5
+ 0.96%
N/A
525 $149M
HON
Honeywell International Inc

Industrials
11
+ 8.53%
$182.86 - $232.88 $2.01K - $2.56K
140 $32.6M
CVNA
Carvana Co.

Consumer Cyclical
18
+ 257.14%
$162.57 - $345.64 $2.93K - $6.22K
25 $8.42M
AMCR
Amcor PLC

Consumer Cyclical
52
+ 0.14%
$8.57 - $9.81 $446 - $510
36.9K $339M
GE
General Electric CO

Industrials
14
+ 32.56%
$166.81 - $257.39 $2.34K - $3.6K
57 $14.7M
ORCL
Oracle Corp

Technology
5
+ 7.35%
$122.82 - $218.63 $614 - $1.09K
73 $16M
GS
Goldman Sachs Group Inc

Financial Services
5
+ 33.33%
$462.22 - $707.75 $2.31K - $3.54K
20 $14.2M
PLTR
Palantir Technologies Inc.

Technology
22
+ 29.73%
$74.01 - $144.25 $1.63K - $3.17K
96 $13.1M
V
Visa Inc.

Financial Services
13
+ 19.4%
$308.27 - $373.31 $4.01K - $4.85K
80 $28.4M
CRM
Salesforce, Inc.

Technology
22
+ 137.5%
$236.26 - $291.15 $5.2K - $6.41K
38 $10.4M
SAP
Sap Se

Technology
20
New
$237.53 - $309.8 $4.75K - $6.2K
20 $6.08M
XLK
Technology Sector Spdr

ETFs
22
+ 314.29%
$179.73 - $253.23 $3.95K - $5.57K
29 $7.34M
MCK
Mckesson Corp

Healthcare
2
+ 2.94%
$652.83 - $732.78 $1.31K - $1.47K
70 $51.3M
ASML
Asml Holding Nv

Technology
7
New
$595.37 - $815.24 $4.17K - $5.71K
7 $5.61M
VRSN
Verisign Inc

Technology
18
+ 600.0%
$234.49 - $288.8 $4.22K - $5.2K
21 $6.07M
MELI
Mercadolibre Inc

Consumer Cyclical
2
New
$1794.73 - $2613.63 $3.59K - $5.23K
2 $5.23M
Ge Vernova Inc Com
4
+ 26.67%
N/A
19 $10.1M
AIZ
Assurant, Inc.

Financial Services
9
+ 1.09%
$179.73 - $211.56 $1.62K - $1.9K
831 $164M
PFE
Pfizer Inc

Healthcare
204
+ 219.35%
$21.59 - $24.84 $4.4K - $5.07K
297 $7.2M
MA
Mastercard Inc

Financial Services
6
+ 16.22%
$479.92 - $590.74 $2.88K - $3.54K
43 $24.2M
PM
Philip Morris International Inc.

Consumer Defensive
18
+ 31.58%
$149.23 - $184.95 $2.69K - $3.33K
75 $13.7M
SNA
Snap On Inc

Industrials
16
+ 1600.0%
$292.36 - $342.2 $4.68K - $5.48K
17 $5.29M
JNJ
Johnson & Johnson

Healthcare
30
+ 17.24%
$146.36 - $159.82 $4.39K - $4.79K
204 $31.2M
AON
Aon PLC

Financial Services
14
+ 200.0%
$335.85 - $398.81 $4.7K - $5.58K
21 $7.49M
INTU
Intuit Inc

Technology
4
+ 44.44%
$544.07 - $787.63 $2.18K - $3.15K
13 $10.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
23
+ 115.0%
$212.1 - $244.27 $4.88K - $5.62K
43 $9.4M
KO
Coca Cola CO

Consumer Defensive
66
+ 55.46%
$68.37 - $73.9 $4.51K - $4.88K
185 $13.1M
DIS
Walt Disney CO

Communication Services
25
+ 49.02%
$81.72 - $124.01 $2.04K - $3.1K
76 $9.43M
Corpay Inc Com Shs
14
+ 700.0%
N/A
16 $5.31M
BRO
Brown & Brown, Inc.

Financial Services
42
+ 525.0%
$104.48 - $124.43 $4.39K - $5.23K
50 $5.54M
NEE
Nextera Energy Inc

Utilities
30
+ 2.38%
$64.11 - $75.0 $1.92K - $2.25K
1.29K $89.4M
WFC
Wells Fargo & Company

Financial Services
31
+ 22.63%
$60.98 - $80.12 $1.89K - $2.48K
168 $13.5M
NVS
Novartis Ag

Healthcare
36
New
$101.96 - $121.01 $3.67K - $4.36K
36 $4.36M
BA
Boeing CO

Industrials
14
+ 51.85%
$136.59 - $217.51 $1.91K - $3.05K
41 $8.59M
MSI
Motorola Solutions, Inc.

Technology
10
+ 142.86%
$394.72 - $440.39 $3.95K - $4.4K
17 $7.15M
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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