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
ARES
Ares Management Corp

Financial Services
5
+ 125.0%
$140.19 - $198.28 $701 - $991
9 $1.28M
LII
Lennox International Inc

Industrials
1
New
$553.05 - $666.93 $553 - $667
1 $561K
MORN
Morningstar, Inc.

Financial Services
2
New
$282.49 - $334.73 $565 - $669
2 $557K
SYF
Synchrony Financial

Financial Services
13
+ 185.71%
$51.9 - $70.63 $675 - $918
20 $1.01M
CPRT
Copart Inc

Consumer Cyclical
9
+ 47.37%
$52.3 - $59.83 $471 - $538
28 $1.64M
COLM
Columbia Sportswear CO

Consumer Cyclical
8
New
$75.3 - $92.08 $602 - $737
8 $547K
BDX
Becton Dickinson & CO

Healthcare
3
+ 60.0%
$222.79 - $249.08 $668 - $747
8 $1.68M
PODD
Insulet Corp

Healthcare
2
+ 100.0%
$237.06 - $288.29 $474 - $577
4 $1.06M
VFC
V F Corp

Consumer Cyclical
43
New
$15.52 - $26.93 $667 - $1.16K
43 $534K
BAX
Baxter International Inc

Healthcare
17
+ 283.33%
$29.26 - $36.57 $497 - $622
23 $707K
ISRG
Intuitive Surgical Inc

Healthcare
1
+ 12.5%
$476.63 - $610.45 $477 - $610
9 $4.71M
GPS
Gap Inc

Consumer Cyclical
26
New
N/A
26 $528K
RGLD
Royal Gold Inc

Basic Materials
3
+ 300.0%
$132.55 - $163.51 $398 - $491
4 $658K
CRS
Carpenter Technology Corp

Industrials
3
New
$172.39 - $212.53 $517 - $638
3 $525K
EHC
Encompass Health Corp

Healthcare
5
New
$91.05 - $102.2 $455 - $511
5 $516K
LCID
Lucid Group, Inc.

Consumer Cyclical
202
New
$2.03 - $3.48 $410 - $703
202 $515K
LSCC
Lattice Semiconductor Corp

Technology
13
+ 144.44%
$52.45 - $68.78 $682 - $894
22 $1.02M
IRM
Iron Mountain Inc

Real Estate
8
+ 100.0%
$82.79 - $111.31 $662 - $890
16 $1.35M
DD
Du Pont De Nemours, Inc.

Basic Materials
11
+ 91.67%
$72.7 - $84.32 $800 - $928
23 $1.43M
GME
Game Stop Corp.

Consumer Cyclical
20
New
$21.73 - $33.37 $435 - $667
20 $508K
Maplebear Inc Com
13
New
N/A
13 $508K
BMY
Bristol Myers Squibb CO

Healthcare
12
+ 23.53%
$53.9 - $63.11 $647 - $757
63 $3.39M
DPZ
Dominos Pizza Inc

Consumer Cyclical
1
+ 100.0%
$402.33 - $489.71 $402 - $490
2 $913K
CG
Carlyle Group Inc.

Financial Services
13
+ 650.0%
$40.03 - $56.96 $520 - $740
15 $593K
AXON
Axon Enterprise, Inc.

Industrials
1
+ 50.0%
$496.65 - $710.01 $497 - $710
3 $1.68M
XEL
Xcel Energy Inc

Utilities
7
+ 70.0%
$63.37 - $72.1 $444 - $505
17 $1.17M
ZS
Zscaler, Inc.

Technology
2
+ 50.0%
$181.66 - $216.87 $363 - $434
6 $1.21M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
5
+ 250.0%
$96.88 - $148.78 $484 - $744
7 $746K
BBY
Best Buy CO Inc

Consumer Cyclical
9
+ 225.0%
$70.3 - $91.1 $633 - $820
13 $827K
CASY
Caseys General Stores Inc

Consumer Cyclical
1
+ 100.0%
$378.71 - $442.54 $379 - $443
2 $879K
STE
Steris PLC

Healthcare
2
+ 200.0%
$202.46 - $232.74 $405 - $465
3 $669K
MKSI
Mks Instruments Inc

Technology
8
+ 200.0%
$78.89 - $122.69 $631 - $982
12 $878K
AIT
Applied Industrial Technologies Inc

Industrials
2
+ 200.0%
$218.93 - $269.18 $438 - $538
3 $696K
WYNN
Wynn Resorts LTD

Consumer Cyclical
6
New
$77.0 - $93.47 $462 - $561
6 $455K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
4
New
$88.0 - $115.5 $352 - $462
4 $452K
LHX
L3 Harris Technologies, Inc.

Industrials
2
+ 50.0%
$194.65 - $222.86 $389 - $446
6 $1.29M
Coherent Corp Com
9
+ 225.0%
N/A
13 $820K
SBAC
Sba Communications Corp

Real Estate
2
+ 100.0%
$192.76 - $224.91 $386 - $450
4 $849K
EQR
Equity Residential

Real Estate
7
+ 116.67%
$66.98 - $75.02 $469 - $525
13 $869K
CMI
Cummins Inc

Industrials
2
+ 66.67%
$312.92 - $386.07 $626 - $772
5 $1.48M
CUBE
Cube Smart

Real Estate
12
+ 240.0%
$40.23 - $43.23 $483 - $519
17 $648K
PARA
Paramount Global

Communication Services
39
New
$10.16 - $12.14 $396 - $473
39 $434K
BC
Brunswick Corp

Consumer Cyclical
9
New
$53.49 - $70.51 $481 - $635
9 $433K
THO
Thor Industries Inc

Consumer Cyclical
6
New
$75.81 - $105.39 $455 - $632
6 $433K
KMB
Kimberly Clark Corp

Consumer Defensive
3
+ 60.0%
$124.46 - $147.4 $373 - $442
8 $1.08M
BRO
Brown & Brown, Inc.

Financial Services
3
+ 60.0%
$100.54 - $124.4 $302 - $373
8 $933K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
11
+ 220.0%
$43.49 - $58.8 $478 - $647
16 $688K
NWS
News Corp New Cl B Com Stk (De

Communication Services
14
New
$29.66 - $35.0 $415 - $490
14 $423K
ICE
Intercontinental Exchange, Inc.

Financial Services
2
+ 14.29%
$142.8 - $176.36 $286 - $353
16 $2.51M
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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