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
CNC
Centene Corp

Healthcare
12
New
$55.93 - $65.89 $671 - $791
12 $752K
SAIA
Saia Inc

Industrials
2
New
$349.29 - $508.47 $699 - $1.02K
2 $750K
CME
Cme Group Inc.

Financial Services
2
+ 18.18%
$225.82 - $266.54 $452 - $533
13 $3.3M
MGM
Mgm Resorts International

Consumer Cyclical
25
New
$29.64 - $40.37 $741 - $1.01K
25 $748K
BRBR
Bellring Brands, Inc.

Consumer Defensive
10
+ 250.0%
$65.4 - $79.39 $654 - $794
14 $1.05M
DKNG
Draft Kings Inc.

Consumer Cyclical
21
+ 262.5%
$33.21 - $53.49 $697 - $1.12K
29 $1.04M
Kenvue Inc Com
32
+ 58.18%
N/A
87 $1.9M
DLTR
Dollar Tree, Inc.

Consumer Defensive
10
+ 500.0%
$61.92 - $76.95 $619 - $770
12 $871K
WTRG
Essential Utilities, Inc.

Utilities
19
+ 1900.0%
$33.49 - $40.57 $636 - $771
20 $755K
CFG
Citizens Financial Group Inc

Financial Services
21
+ 190.91%
$39.73 - $48.36 $834 - $1.02K
32 $1.2M
ENPH
Enphase Energy, Inc.

Technology
13
New
$52.87 - $73.51 $687 - $956
13 $704K
Range Nuclear Renaissance Index ETF
40
+ 12.9%
N/A
350 $13.4M
BURL
Burlington Stores, Inc.

Consumer Cyclical
3
+ 300.0%
$228.41 - $293.71 $685 - $881
4 $987K
GTLB
Gitlab Inc.

Technology
15
New
$47.0 - $73.14 $705 - $1.1K
15 $695K
SDCI
Uscf ETF Tr Summerhaven Dynami
20
+ 3.33%
N/A
620 $12.3M
FAST
Fastenal CO

Industrials
8
+ 53.33%
$71.11 - $79.98 $569 - $640
23 $1.76M
PFGC
Performance Food Group CO

Consumer Defensive
9
+ 225.0%
$74.86 - $90.93 $674 - $818
13 $1.02M
LNG
Cheniere Energy, Inc.

Energy
3
+ 50.0%
$209.32 - $253.66 $628 - $761
9 $1.96M
RPRX
Royalty Pharma PLC

Healthcare
19
+ 237.5%
$25.75 - $33.86 $489 - $643
27 $871K
JBL
Jabil Inc

Technology
5
+ 166.67%
$130.51 - $173.33 $653 - $867
8 $1.1M
EXPD
Expeditors International Of Washington Inc

Industrials
6
New
$109.09 - $126.48 $655 - $759
6 $660K
STZ
Constellation Brands, Inc.

Consumer Defensive
4
+ 200.0%
$161.05 - $222.93 $644 - $892
6 $1.1M
CRH.L
Crh PLC

Basic Materials
8
+ 50.0%
N/A
24 $2.14M
VTR
Ventas, Inc.

Real Estate
9
+ 90.0%
$56.9 - $70.47 $512 - $634
19 $1.25M
SHW
Sherwin Williams CO

Basic Materials
2
+ 28.57%
$330.16 - $365.55 $660 - $731
9 $3.03M
CCI
Crown Castle International Corp

Real Estate
6
+ 40.0%
$84.33 - $106.39 $506 - $638
21 $2.01M
NVT
N Vent Electric PLC

Industrials
13
+ 650.0%
$52.42 - $75.4 $681 - $980
15 $778K
CRUS
Cirrus Logic, Inc.

Technology
7
New
$97.89 - $111.4 $685 - $780
7 $632K
BALL
Ball Corp

Consumer Cyclical
14
+ 466.67%
$49.04 - $56.53 $687 - $791
17 $794K
NTNX
Nutanix, Inc.

Technology
9
+ 128.57%
$61.28 - $77.44 $552 - $697
16 $1.05M
UI
Ubiquiti Inc.

Technology
2
New
$300.93 - $431.11 $602 - $862
2 $621K
USFD
Us Foods Holding Corp.

Consumer Defensive
10
+ 90.91%
$63.38 - $72.02 $634 - $720
21 $1.36M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
4
New
$132.75 - $177.12 $531 - $708
4 $615K
INVH
Invitation Homes Inc.

Real Estate
19
+ 380.0%
$30.28 - $34.85 $575 - $662
24 $774K
MSI
Motorola Solutions, Inc.

Technology
2
+ 40.0%
$411.73 - $482.1 $823 - $964
7 $2.92M
LAD
Lithia Motors Inc

Consumer Cyclical
2
New
$285.59 - $385.71 $571 - $771
2 $608K
FN
Fabrinet

Technology
3
New
$183.66 - $267.24 $551 - $802
3 $606K
HII
Huntington Ingalls Industries, Inc.

Industrials
3
New
$159.75 - $208.61 $479 - $626
3 $600K
ODFL
Old Dominion Freight Line, Inc.

Industrials
4
+ 66.67%
$161.13 - $209.29 $645 - $837
10 $1.66M
IP
International Paper CO

Consumer Cyclical
13
+ 144.44%
$49.38 - $60.09 $642 - $781
22 $1.08M
TXT
Textron Inc

Industrials
9
+ 900.0%
$70.19 - $81.2 $632 - $731
10 $668K
MU
Micron Technology Inc

Technology
10
+ 33.33%
$86.89 - $109.38 $869 - $1.09K
40 $3.12M
WBD
Warner Bros. Discovery, Inc.

Communication Services
70
+ 152.17%
$9.47 - $11.46 $663 - $802
116 $1.07M
WSM
Williams Sonoma Inc

Consumer Cyclical
4
+ 200.0%
$158.1 - $217.71 $632 - $871
6 $950K
ALL
Allstate Corp

Financial Services
3
+ 42.86%
$180.99 - $210.18 $543 - $631
10 $1.93M
OTIS
Otis Worldwide Corp

Industrials
6
+ 75.0%
$90.77 - $104.01 $545 - $624
14 $1.32M
Astera Labs Inc Com
9
New
N/A
9 $579K
Te Connectivity PLC Ord Shs
5
+ 50.0%
N/A
15 $2.01M
Super Micro Computer Inc Com New
13
+ 81.25%
N/A
29 $1.07M
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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