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
HWM
Howmet Aerospace Inc.

Industrials
8
+ 100.0%
$110.79 - $139.39 $886 - $1.12K
16 $2.05M
CVNA
Carvana Co.

Consumer Cyclical
5
+ 250.0%
$166.52 - $285.33 $833 - $1.43K
7 $1.54M
ADSK
Autodesk, Inc.

Technology
5
+ 83.33%
N/A
11 $2.9M
MNST
Monster Beverage Corp

Consumer Defensive
18
+ 150.0%
$46.16 - $58.58 $831 - $1.05K
30 $1.75M
GD
General Dynamics Corp

Industrials
4
+ 133.33%
$241.94 - $272.58 $968 - $1.09K
7 $1.9M
MBB
Ishares Tr

ETFs
12
New
$90.37 - $94.08 $1.08K - $1.13K
12 $1.11M
SLB
Schlumberger Limited

Energy
50
+ 16.84%
$38.4 - $43.74 $1.92K - $2.19K
347 $12.5M
Lam Research Corp Com New
16
+ 42.11%
N/A
54 $3.84M
MPWR
Monolithic Power Systems Inc

Technology
2
+ 200.0%
$565.7 - $720.25 $1.13K - $1.44K
3 $1.69M
FLEX
Flex Ltd.

Technology
36
+ 327.27%
$32.92 - $44.46 $1.19K - $1.6K
47 $1.48M
GM
General Motors CO

Consumer Cyclical
28
+ 93.33%
$45.22 - $54.92 $1.27K - $1.54K
58 $2.65M
Viking Holdings LTD Ord Shs
25
New
N/A
25 $1.04M
SPG
Simon Property Group Inc

Real Estate
8
+ 80.0%
$159.48 - $187.78 $1.28K - $1.5K
18 $2.76M
RSG
Republic Services, Inc.

Industrials
3
+ 37.5%
$200.09 - $242.16 $600 - $726
11 $2.63M
TPR
Tapestry, Inc.

Consumer Cyclical
15
+ 300.0%
$65.63 - $89.21 $984 - $1.34K
20 $1.35M
IBKR
Interactive Brokers Group, Inc.

Financial Services
6
+ 300.0%
$161.03 - $235.53 $966 - $1.41K
8 $1.37M
CEG
Constellation Energy Corp

Utilities
5
+ 62.5%
$201.63 - $347.44 $1.01K - $1.74K
13 $2.8M
BKR
Baker Hughes CO

Energy
27
+ 135.0%
$41.16 - $48.85 $1.11K - $1.32K
47 $1.82M
ROST
Ross Stores, Inc.

Consumer Cyclical
8
+ 100.0%
$123.3 - $154.95 $986 - $1.24K
16 $2.19M
OLED
Universal Display Corp Pa

Technology
8
+ 800.0%
$139.48 - $161.59 $1.12K - $1.29K
9 $1.13M
IQV
Iqvia Holdings Inc.

Healthcare
7
+ 233.33%
$176.3 - $209.96 $1.23K - $1.47K
10 $1.57M
INTU
Intuit Inc

Technology
2
+ 28.57%
$555.63 - $630.23 $1.11K - $1.26K
9 $5.37M
OWL
Blue Owl Capital Inc.

Financial Services
53
New
$18.49 - $26.68 $980 - $1.41K
53 $965K
CB
Chubb LTD

Financial Services
3
+ 27.27%
$257.71 - $301.99 $773 - $906
14 $3.99M
ETR
Entergy Corp

Utilities
11
+ 137.5%
$75.26 - $87.89 $828 - $967
19 $1.53M
HOOD
Robinhood Markets, Inc.

Technology
20
+ 133.33%
$35.63 - $65.28 $713 - $1.31K
35 $1.48M
Atlassian Corporation Cl A
5
+ 125.0%
N/A
9 $1.89M
HPQ
Hp Inc

Technology
43
+ 268.75%
$27.69 - $34.72 $1.19K - $1.49K
59 $1.43M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
8
+ 400.0%
$96.27 - $116.36 $770 - $931
10 $1.1M
TGT
Target Corp

Consumer Defensive
12
+ 150.0%
$103.65 - $142.5 $1.24K - $1.71K
20 $1.95M
AN
Autonation, Inc.

Consumer Cyclical
5
New
$156.67 - $195.15 $783 - $976
5 $867K
XLRE
Select Sector Spdr Tr Real Est

ETFs
22
New
$39.18 - $43.52 $862 - $957
22 $863K
APP
App Lovin Corp

Technology
4
+ 80.0%
$238.08 - $510.13 $952 - $2.04K
9 $2.48M
DFS
Discover Financial Services

Financial Services
5
+ 83.33%
$152.99 - $203.25 $765 - $1.02K
11 $1.88M
LEN
Lennar Corp

Consumer Cyclical
9
+ 180.0%
$113.93 - $141.54 $1.03K - $1.27K
14 $1.52M
BK
Bank Of New York Mellon Corp

Financial Services
10
+ 62.5%
$75.42 - $88.95 $754 - $890
26 $2.06M
A
Agilent Technologies, Inc.

Healthcare
9
+ 180.0%
$116.69 - $152.6 $1.05K - $1.37K
14 $1.5M
AMP
Ameriprise Financial Inc

Financial Services
2
+ 100.0%
$472.29 - $575.13 $945 - $1.15K
4 $1.89M
NET
Cloudflare, Inc.

Technology
7
+ 100.0%
$110.71 - $176.5 $775 - $1.24K
14 $1.58M
AON
Aon PLC

Financial Services
2
+ 40.0%
$348.44 - $409.32 $697 - $819
7 $2.61M
VICI
Vici Properties Inc.

Real Estate
25
+ 83.33%
$28.21 - $32.68 $705 - $817
55 $1.69M
XLE
Energy Sector Spdr

ETFs
10
New
$85.7 - $93.96 $857 - $940
10 $824K
GLW
Corning Inc

Technology
20
+ 100.0%
$44.91 - $54.25 $898 - $1.09K
40 $1.73M
IDXX
Idexx Laboratories Inc

Healthcare
2
+ 200.0%
$406.29 - $469.04 $813 - $938
3 $1.19M
CTVA
Corteva, Inc.

Basic Materials
11
+ 13.58%
$55.94 - $66.15 $615 - $728
92 $5.39M
CSGP
Costar Group, Inc.

Real Estate
9
+ 100.0%
$69.29 - $80.37 $624 - $723
18 $1.42M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
82
+ 63.57%
$10.61 - $16.49 $870 - $1.35K
211 $2.48M
FITB
Fifth Third Bancorp

Financial Services
24
+ 160.0%
$37.48 - $44.96 $900 - $1.08K
39 $1.4M
SPGI
S&P Global Inc.

Financial Services
2
+ 25.0%
$478.26 - $543.77 $957 - $1.09K
10 $4.74M
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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