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
Ge Vernova Inc Com
8
+ 114.29%
N/A
15 $4.9M
COF
Capital One Financial Corp

Financial Services
15
+ 187.5%
$163.87 - $209.82 $2.46K - $3.15K
23 $4.02M
WELL
Welltower Inc.

Real Estate
16
+ 106.67%
$124.05 - $156.86 $1.98K - $2.51K
31 $4.39M
XLC
Select Sector Spdr Tr Communic

ETFs
26
New
$94.84 - $105.31 $2.47K - $2.74K
26 $2.44M
CVS
Cvs Health Corp

Healthcare
29
+ 207.14%
$44.22 - $68.64 $1.28K - $1.99K
43 $3.02M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
160
+ 12.9%
$25.44 - $27.95 $4.07K - $4.47K
1.4K $34.9M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4
+ 80.0%
$402.49 - $513.76 $1.61K - $2.06K
9 $4.34M
APH
Amphenol Corp

Technology
36
+ 112.5%
$61.62 - $78.55 $2.22K - $2.83K
68 $4.5M
DASH
Door Dash, Inc.

Communication Services
11
+ 137.5%
$168.37 - $213.38 $1.85K - $2.35K
19 $3.58M
NOW
Service Now, Inc.

Technology
4
+ 80.0%
$783.83 - $1170.39 $3.14K - $4.68K
9 $7.43M
SCHO
Schwab Short Term Us Treasury

ETFs
86
+ 172.0%
$24.1 - $24.33 $2.07K - $2.09K
136 $3.3M
CTAS
Cintas Corp

Industrials
9
+ 90.0%
$182.09 - $208.14 $1.64K - $1.87K
19 $3.88M
WM
Waste Management Inc

Industrials
8
+ 80.0%
$200.54 - $233.78 $1.6K - $1.87K
18 $4.04M
O
Realty Income Corp

Real Estate
37
+ 160.87%
$51.67 - $58.49 $1.91K - $2.16K
60 $3.24M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
20
+ 111.11%
$99.16 - $99.52 $1.98K - $1.99K
38 $3.77M
CVX
Chevron Corp

Energy
13
+ 30.95%
$146.71 - $167.97 $1.91K - $2.18K
55 $8.03M
AJG
Arthur J. Gallagher & Co.

Financial Services
5
+ 83.33%
$275.89 - $345.24 $1.38K - $1.73K
11 $3.56M
FTNT
Fortinet, Inc.

Technology
17
+ 65.38%
$92.49 - $114.57 $1.57K - $1.95K
43 $4.3M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
9
New
$186.55 - $250.04 $1.68K - $2.25K
9 $1.78M
AMT
American Tower Corp

Real Estate
7
+ 53.85%
$173.46 - $217.6 $1.21K - $1.52K
20 $4.15M
CI
Cigna Corp

Healthcare
5
+ 166.67%
$274.49 - $329.0 $1.37K - $1.65K
8 $2.56M
GILD
Gilead Sciences, Inc.

Healthcare
12
+ 34.29%
$89.14 - $117.41 $1.07K - $1.41K
47 $4.95M
ECL
Ecolab Inc.

Basic Materials
7
+ 116.67%
$229.72 - $269.82 $1.61K - $1.89K
13 $3.09M
NEM
Newmont Corp

Basic Materials
29
+ 126.09%
$37.79 - $48.39 $1.1K - $1.4K
52 $2.54M
SO
Southern CO

Utilities
17
+ 50.0%
$80.96 - $92.96 $1.38K - $1.58K
51 $4.48M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 50.0%
$1187.71 - $1432.58 $1.19K - $1.43K
3 $4.05M
XLP
Consumer Staples Sector Spdr

ETFs
21
New
N/A
21 $1.67M
F
Ford Motor CO

Consumer Cyclical
173
+ 326.42%
$9.12 - $10.43 $1.58K - $1.8K
226 $2.15M
ABNB
Airbnb, Inc.

Consumer Cyclical
14
+ 140.0%
$119.38 - $161.42 $1.67K - $2.26K
24 $2.91M
DUK
Duke Energy Corp

Utilities
12
+ 52.17%
$105.87 - $121.97 $1.27K - $1.46K
35 $4.07M
DE
Deere & CO

Industrials
3
+ 42.86%
$408.57 - $509.27 $1.23K - $1.53K
10 $4.53M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
8
+ 133.33%
$203.38 - $274.79 $1.63K - $2.2K
14 $2.93M
SBUX
Starbucks Corp

Consumer Cyclical
18
+ 62.07%
$91.75 - $115.81 $1.65K - $2.08K
47 $4.17M
SNOW
Snowflake Inc.

Technology
10
+ 142.86%
$146.16 - $192.78 $1.46K - $1.93K
17 $2.57M
SNPS
Synopsys Inc

Technology
4
+ 100.0%
$428.58 - $551.54 $1.71K - $2.21K
8 $3.43M
KR
Kroger CO

Consumer Defensive
21
+ 150.0%
$58.36 - $67.72 $1.23K - $1.42K
35 $2.3M
XLK
Technology Sector Spdr

ETFs
7
New
$206.38 - $242.18 $1.44K - $1.7K
7 $1.43M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5
+ 33.33%
$208.48 - $244.03 $1.04K - $1.22K
20 $4.59M
YUM
Yum Brands Inc

Consumer Cyclical
9
+ 150.0%
$123.25 - $162.53 $1.11K - $1.46K
15 $2.18M
TRGP
Targa Resources Corp.

Energy
8
+ 133.33%
$178.44 - $217.22 $1.43K - $1.74K
14 $2.43M
KO
Coca Cola CO

Consumer Defensive
7
+ 6.25%
$60.81 - $72.32 $426 - $506
119 $8.32M
AEP
American Electric Power CO Inc

Utilities
11
+ 78.57%
$90.32 - $109.27 $994 - $1.2K
25 $2.56M
INTC
Intel Corp

Technology
51
+ 45.13%
$19.1 - $27.39 $974 - $1.4K
164 $3.53M
FCX
Freeport Mcmoran Inc

Basic Materials
41
+ 146.43%
$34.5 - $43.01 $1.41K - $1.76K
69 $2.33M
RL
Ralph Lauren Corp

Consumer Cyclical
6
New
$215.68 - $286.74 $1.29K - $1.72K
6 $1.25M
ITT
Itt Inc.

Industrials
10
+ 1000.0%
$128.71 - $153.88 $1.29K - $1.54K
11 $1.38M
TER
Teradyne, Inc

Technology
19
+ 316.67%
$82.6 - $140.0 $1.57K - $2.66K
25 $1.99M
MSTR
Microstrategy Inc

Technology
4
+ 100.0%
$239.27 - $396.5 $957 - $1.59K
8 $2.38M
LYV
Live Nation Entertainment, Inc.

Communication Services
9
+ 225.0%
$115.79 - $154.66 $1.04K - $1.39K
13 $1.71M
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
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