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
DE
Deere & CO

Industrials
3
+ 30.0%
$412.99 - $531.48 $1.24K - $1.59K
13 $6.61M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9
New
$171.4 - $227.1 $1.54K - $2.04K
9 $2.04M
USB
Us Bancorp \De\

Financial Services
42
+ 247.06%
$36.4 - $45.76 $1.53K - $1.92K
59 $2.67M
NXPI
Nxp Semiconductors N.V.

Technology
9
+ 900.0%
$153.5 - $218.72 $1.38K - $1.97K
10 $2.19M
GIS
General Mills Inc

Consumer Defensive
39
+ 650.0%
$50.37 - $60.97 $1.96K - $2.38K
45 $2.33M
SNY
Sanofi

Healthcare
41
New
$47.62 - $55.44 $1.95K - $2.27K
41 $1.98M
DHI
Horton D R Inc

Consumer Cyclical
15
+ 1500.0%
$115.1 - $129.63 $1.73K - $1.94K
16 $2.06M
SYK
Stryker Corp

Healthcare
4
+ 36.36%
$337.37 - $395.63 $1.35K - $1.58K
15 $5.93M
BTI
British American Tobacco P.L.C.

Consumer Defensive
41
New
$39.43 - $49.34 $1.62K - $2.02K
41 $1.94M
PSX
Phillips 66

Energy
7
+ 10.29%
$92.87 - $125.73 $650 - $880
75 $8.95M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
127
New
$12.23 - $15.46 $1.55K - $1.96K
127 $1.92M
CTVA
Corteva, Inc.

Basic Materials
6
+ 6.52%
$55.52 - $74.53 $333 - $447
98 $7.3M
RELX
Relx PLC

Communication Services
35
New
$45.31 - $55.66 $1.59K - $1.95K
35 $1.9M
ICE
Intercontinental Exchange, Inc.

Financial Services
8
+ 50.0%
$151.62 - $183.47 $1.21K - $1.47K
24 $4.4M
HWM
Howmet Aerospace Inc.

Industrials
5
+ 31.25%
$112.33 - $186.13 $562 - $931
21 $3.91M
T
At&T Inc.

Communication Services
42
+ 16.47%
$26.33 - $28.94 $1.11K - $1.22K
297 $8.6M
PYPL
Pay Pal Holdings, Inc.

Financial Services
21
+ 80.77%
$57.41 - $74.81 $1.21K - $1.57K
47 $3.49M
MRK
Merck & Co., Inc.

Healthcare
52
+ 6.24%
$73.47 - $87.12 $3.82K - $4.53K
885 $70M
PLD
Prologis, Inc.

Real Estate
16
+ 88.89%
$89.76 - $112.34 $1.44K - $1.8K
34 $3.57M
NGG
National Grid PLC

Utilities
24
New
$62.74 - $74.79 $1.51K - $1.79K
24 $1.79M
CSX
Csx Corp

Industrials
49
+ 116.67%
$26.69 - $32.91 $1.31K - $1.61K
91 $2.97M
KMB
Kimberly Clark Corp

Consumer Defensive
14
+ 175.0%
$126.84 - $145.22 $1.78K - $2.03K
22 $2.84M
CI
Cigna Corp

Healthcare
5
+ 62.5%
$301.89 - $340.04 $1.51K - $1.7K
13 $4.3M
LYB
Lyondell Basell Industries N.V.

Basic Materials
30
+ 3000.0%
$53.23 - $70.65 $1.6K - $2.12K
31 $1.79M
COF
Capital One Financial Corp

Financial Services
4
+ 17.39%
$150.57 - $212.76 $602 - $851
27 $5.75M
GILD
Gilead Sciences, Inc.

Healthcare
13
+ 27.66%
$96.91 - $113.0 $1.26K - $1.47K
60 $6.65M
LENB
Lennar Corporation Cl B
16
+ 1600.0%
N/A
17 $1.79M
MRVL
Marvell Technology, Inc.

Technology
20
+ 250.0%
$49.38 - $79.97 $988 - $1.6K
28 $2.17M
CARR
Carrier Global Corp

Industrials
21
+ 190.91%
$55.55 - $75.83 $1.17K - $1.59K
32 $2.34M
MSTR
Microstrategy Inc

Technology
2
+ 25.0%
$237.95 - $421.61 $476 - $843
10 $4.04M
HES
Hess Corp

Energy
12
+ 150.0%
$126.32 - $161.29 $1.52K - $1.94K
20 $2.77M
XLI
Industrial Sector Spdr

ETFs
11
+ 550.0%
$116.42 - $147.52 $1.28K - $1.62K
13 $1.92M
Blackrock Inc Com
1
+ 25.0%
N/A
5 $5.25M
FANG
Diamondback Energy, Inc.

Energy
12
+ 400.0%
$119.25 - $161.49 $1.43K - $1.94K
15 $2.06M
CL
Colgate Palmolive CO

Consumer Defensive
18
+ 105.88%
$87.57 - $96.0 $1.58K - $1.73K
35 $3.18M
VRSK
Verisk Analytics, Inc.

Industrials
5
+ 125.0%
$277.03 - $321.33 $1.39K - $1.61K
9 $2.8M
MPC
Marathon Petroleum Corp

Energy
9
+ 225.0%
$118.55 - $170.08 $1.07K - $1.53K
13 $2.16M
AXON
Axon Enterprise, Inc.

Industrials
1
+ 33.33%
$497.13 - $827.94 $497 - $828
4 $3.31M
IT
Gartner Inc

Technology
4
New
$377.5 - $449.52 $1.51K - $1.8K
4 $1.62M
PB
Prosperity Bancshares Inc

Financial Services
23
New
$63.76 - $73.75 $1.47K - $1.7K
23 $1.62M
MCHP
Microchip Technology Inc

Technology
22
+ 1100.0%
$35.34 - $71.6 $777 - $1.58K
24 $1.69M
SPGI
S&P Global Inc.

Financial Services
2
+ 20.0%
$438.31 - $527.29 $877 - $1.05K
12 $6.33M
BP
Bp PLC

Energy
53
New
$26.11 - $33.81 $1.38K - $1.79K
53 $1.59M
NDAQ
Nasdaq, Inc.

Financial Services
15
+ 107.14%
$66.4 - $89.42 $996 - $1.34K
29 $2.59M
PEP
Pepsico Inc

Consumer Defensive
17
+ 34.0%
$128.02 - $151.37 $2.18K - $2.57K
67 $8.85M
NET
Cloudflare, Inc.

Technology
2
+ 14.29%
$97.08 - $195.83 $194 - $392
16 $3.13M
VLO
Valero Energy Corp

Energy
11
+ 275.0%
$104.69 - $141.77 $1.15K - $1.56K
15 $2.02M
PKI
Perkinelmer Inc

Healthcare
16
+ 800.0%
N/A
18 $1.74M
ITW
Illinois Tool Works Inc

Industrials
6
+ 150.0%
$218.41 - $252.43 $1.31K - $1.51K
10 $2.47M
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