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
SF
Stifel Financial Corp

Financial Services
11
New
$76.49 - $103.78 $841 - $1.14K
11 $1.14M
CMI
Cummins Inc

Industrials
3
+ 60.0%
$267.12 - $336.65 $801 - $1.01K
8 $2.62M
EBAY
Ebay Inc

Consumer Cyclical
6
+ 10.91%
$59.52 - $79.36 $357 - $476
61 $4.54M
ADSK
Autodesk, Inc.

Technology
2
+ 18.18%
N/A
13 $4.02M
VRT
Vertiv Holdings CO

Industrials
7
+ 175.0%
N/A
11 $1.41M
HUBS
Hubspot Inc

Technology
2
+ 200.0%
$487.07 - $672.24 $974 - $1.34K
3 $1.67M
DOV
Dover Corp

Industrials
6
+ 600.0%
$151.14 - $186.7 $907 - $1.12K
7 $1.28M
NDSN
Nordson Corp

Industrials
5
+ 500.0%
$167.51 - $223.5 $838 - $1.12K
6 $1.29M
ACGL
Arch Capital Group Ltd.

Financial Services
12
+ 300.0%
$84.99 - $96.82 $1.02K - $1.16K
16 $1.46M
ALL
Allstate Corp

Financial Services
5
+ 50.0%
$180.53 - $212.64 $903 - $1.06K
15 $3.02M
HRL
Hormel Foods Corp

Consumer Defensive
36
+ 3600.0%
$29.11 - $31.44 $1.05K - $1.13K
37 $1.12M
FIS
Fidelity National Information Services, Inc.

Technology
12
+ 109.09%
$68.14 - $82.13 $818 - $986
23 $1.87M
BOKF
Bok Financial Corp

Financial Services
11
New
$87.86 - $103.42 $966 - $1.14K
11 $1.07M
QCOM
Qualcomm Inc

Technology
2
+ 4.17%
$124.66 - $159.48 $249 - $319
50 $7.96M
CNA
Cna Financial Corp

Financial Services
23
+ 2300.0%
$45.03 - $50.88 $1.04K - $1.17K
24 $1.12M
ILMN
Illumina, Inc.

Healthcare
10
+ 166.67%
$70.3 - $95.41 $703 - $954
16 $1.53M
BEN
Franklin Resources Inc

Financial Services
41
+ 273.33%
$16.66 - $23.85 $683 - $978
56 $1.34M
PCAR
Paccar Inc

Industrials
11
+ 122.22%
$86.4 - $99.09 $950 - $1.09K
20 $1.9M
MDB
Mongo Db, Inc.

Technology
5
New
$145.85 - $225.38 $729 - $1.13K
5 $1.05M
JCI
Johnson Controls International PLC

Industrials
4
+ 17.39%
$71.14 - $105.62 $285 - $422
27 $2.85M
D
Dominion Energy, Inc

Utilities
17
+ 94.44%
$49.66 - $58.0 $844 - $986
35 $1.98M
SO
Southern CO

Utilities
9
+ 17.65%
$84.91 - $92.56 $764 - $833
60 $5.51M
APP
App Lovin Corp

Technology
1
+ 11.11%
$219.37 - $417.89 $219 - $418
10 $3.5M
XLF
Financial Sector Spdr

ETFs
12
+ 15.58%
$43.92 - $52.37 $527 - $628
89 $4.66M
GD
General Dynamics Corp

Industrials
3
+ 42.86%
$247.68 - $291.66 $743 - $875
10 $2.92M
DEO
Diageo PLC

Consumer Defensive
10
New
$99.86 - $115.75 $999 - $1.16K
10 $1.01M
MNST
Monster Beverage Corp

Consumer Defensive
14
+ 46.67%
$55.01 - $64.24 $770 - $899
44 $2.76M
ABC
Amerisourcebergen Corp

Healthcare
3
+ 75.0%
N/A
7 $2.1M
SOFI
So Fi Technologies, Inc.

Financial Services
19
+ 19.79%
$9.5 - $18.21 $181 - $346
115 $2.09M
RGA
Reinsurance Group Of America Inc

Financial Services
5
New
$168.32 - $209.71 $842 - $1.05K
5 $992K
HCA
Hca Healthcare, Inc.

Healthcare
2
+ 40.0%
$317.61 - $387.52 $635 - $775
7 $2.68M
IONS
Ionis Pharmaceuticals Inc

Healthcare
25
New
$25.51 - $40.0 $638 - $1K
25 $988K
CVS
Cvs Health Corp

Healthcare
15
+ 34.88%
$60.04 - $70.18 $901 - $1.05K
58 $4M
RACE
Ferrari N.V.

Consumer Cyclical
2
New
$397.86 - $499.02 $796 - $998
2 $981K
MMM
3 M CO

Industrials
2
+ 4.17%
$126.09 - $154.15 $252 - $308
50 $7.61M
NUE
Nucor Corp

Basic Materials
7
+ 175.0%
$103.22 - $131.43 $723 - $920
11 $1.43M
ZTS
Zoetis Inc.

Healthcare
6
+ 54.55%
$144.41 - $170.3 $866 - $1.02K
17 $2.65M
GGG
Graco Inc

Industrials
11
+ 550.0%
$74.02 - $87.26 $814 - $960
13 $1.12M
DINO
Hf Sinclair Corp

Energy
20
+ 181.82%
$25.91 - $41.85 $518 - $837
31 $1.27M
XLY
Select Sector Spdr Consumer Di

ETFs
3
+ 21.43%
$176.34 - $218.59 $529 - $656
17 $3.7M
IFF
International Flavors & Fragrances Inc

Basic Materials
13
New
$66.85 - $79.33 $869 - $1.03K
13 $956K
IDXX
Idexx Laboratories Inc

Healthcare
1
+ 33.33%
$361.04 - $536.34 $361 - $536
4 $2.15M
WTRG
Essential Utilities, Inc.

Utilities
26
+ 130.0%
$36.92 - $41.39 $960 - $1.08K
46 $1.71M
FLS
Flowserve Corp

Industrials
17
+ 212.5%
$39.49 - $53.64 $671 - $912
25 $1.31M
IQV
Iqvia Holdings Inc.

Healthcare
6
+ 60.0%
$137.0 - $174.37 $822 - $1.05K
16 $2.52M
CINF
Cincinnati Financial Corp

Financial Services
6
+ 150.0%
$126.6 - $151.6 $760 - $910
10 $1.49M
EQH
Equitable Holdings, Inc.

Financial Services
16
+ 200.0%
$43.98 - $56.1 $704 - $898
24 $1.35M
STT
State Street Corp

Financial Services
8
+ 200.0%
$75.33 - $106.34 $603 - $851
12 $1.28M
CNHI
Cnh Industrial N.V.

Industrials
70
+ 250.0%
N/A
98 $1.27M
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
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