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
AES
Aes Corp

Utilities
41
+ 195.24%
$9.93 - $13.23 $407 - $542
62 $691K
NRG
Nrg Energy, Inc.

Utilities
4
+ 100.0%
$84.82 - $113.33 $339 - $453
8 $779K
ESTC
Elastic N.V.

Technology
5
New
$89.1 - $117.76 $446 - $589
5 $417K
X
United States Steel Corp

Basic Materials
9
New
$30.47 - $43.0 $274 - $387
9 $406K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
22
New
$18.53 - $29.07 $408 - $640
22 $405K
CACI
Caci International Inc

Technology
1
New
N/A
1 $404K
CMCSA
Comcast Corp

Communication Services
18
+ 18.37%
$33.19 - $38.23 $597 - $688
116 $4.08M
TREX
Trex CO Inc

Industrials
7
New
$54.0 - $74.44 $378 - $521
7 $401K
BX
Blackstone Inc.

Financial Services
8
+ 40.0%
$136.53 - $186.74 $1.09K - $1.49K
28 $3.85M
OC
Owens Corning

Industrials
3
+ 300.0%
$137.83 - $191.19 $413 - $574
4 $565K
NDAQ
Nasdaq, Inc.

Financial Services
6
+ 75.0%
$72.17 - $83.76 $433 - $503
14 $1.01M
MOH
Molina Healthcare, Inc.

Healthcare
1
+ 100.0%
$266.57 - $333.27 $267 - $333
2 $680K
MAR
Marriott International Inc

Consumer Cyclical
3
+ 42.86%
$237.01 - $304.45 $711 - $913
10 $2.33M
POR
Portland General Electric CO

Utilities
9
New
$40.56 - $45.24 $365 - $407
9 $381K
EVR
Evercore Inc.

Financial Services
2
New
$190.28 - $291.27 $381 - $583
2 $379K
CCL
Carnival Corp

Consumer Cyclical
27
+ 93.1%
$19.08 - $28.49 $515 - $769
56 $1.1M
LECO
Lincoln Electric Holdings Inc

Industrials
2
New
$180.51 - $216.81 $361 - $434
2 $369K
PANW
Palo Alto Networks Inc

Technology
3
+ 17.65%
$167.82 - $208.28 $503 - $625
20 $3.46M
SEIC
Sei Investments CO

Financial Services
5
New
$72.08 - $86.58 $360 - $433
5 $365K
FRT
Federal Realty Investment Trust

Real Estate
4
New
$94.7 - $111.82 $379 - $447
4 $362K
WPC
W. P. Carey Inc.

Real Estate
6
+ 300.0%
$53.5 - $65.05 $321 - $390
8 $468K
CLF
Cleveland Cliffs Inc.

Basic Materials
45
New
$8.22 - $12.02 $370 - $541
45 $358K
FLS
Flowserve Corp

Industrials
8
New
$46.47 - $64.75 $372 - $518
8 $357K
CHTR
Charter Communications, Inc.

Communication Services
1
+ 50.0%
$334.89 - $384.77 $335 - $385
3 $1.04M
RJF
Raymond James Financial Inc

Financial Services
3
+ 100.0%
$137.62 - $172.64 $413 - $518
6 $818K
PAYX
Paychex Inc

Industrials
2
+ 20.0%
$136.06 - $154.52 $272 - $309
12 $1.75M
SSB
South State Corp

Financial Services
4
New
$89.4 - $108.33 $358 - $433
4 $349K
RE
Everest Re Group LTD

Financial Services
1
New
N/A
1 $348K
CADE
Cadence Bank

Financial Services
12
New
$29.1 - $35.93 $349 - $431
12 $346K
LAMR
Lamar Advertising CO

Real Estate
3
New
$110.65 - $132.9 $332 - $399
3 $341K
RBLX
Roblox Corp

Communication Services
6
+ 60.0%
$53.77 - $75.47 $323 - $453
16 $917K
DUOL
Duolingo, Inc.

Technology
1
New
$272.49 - $441.39 $272 - $441
1 $337K
ALLY
Ally Financial Inc.

Financial Services
10
New
$32.99 - $40.09 $330 - $401
10 $337K
TOST
Toast, Inc.

Technology
10
+ 250.0%
$32.61 - $41.98 $326 - $420
14 $481K
LFUS
Littelfuse Inc

Technology
2
New
$196.74 - $255.16 $393 - $510
2 $333K
COLB
Columbia Banking System, Inc.

Financial Services
15
New
$23.89 - $28.84 $358 - $433
15 $333K
CMA
Comerica Inc

Financial Services
6
New
$56.11 - $68.38 $337 - $410
6 $331K
MHK
Mohawk Industries Inc

Consumer Cyclical
3
New
$110.92 - $130.83 $333 - $392
3 $327K
Ftai Aviation LTD Shs
3
New
N/A
3 $327K
WMS
Advanced Drainage Systems, Inc.

Industrials
3
New
$105.29 - $126.99 $316 - $381
3 $326K
CNHI
Cnh Industrial N.V.

Industrials
28
New
N/A
28 $325K
WFRD
Weatherford International PLC

Energy
7
New
$51.89 - $74.8 $363 - $524
7 $322K
MTCH
Match Group, Inc.

Communication Services
11
New
$30.08 - $36.47 $331 - $401
11 $321K
MAS
Masco Corp

Industrials
6
+ 85.71%
$68.67 - $81.85 $412 - $491
13 $829K
CFLT
Confluent, Inc.

Technology
14
New
$23.44 - $37.65 $328 - $527
14 $320K
OMF
One Main Holdings, Inc.

Financial Services
7
New
$45.35 - $58.06 $317 - $406
7 $320K
ROKU
Roku, Inc

Communication Services
5
New
$67.36 - $99.07 $337 - $495
5 $319K
SWKS
Skyworks Solutions, Inc.

Technology
10
+ 100.0%
$64.12 - $93.96 $641 - $940
20 $1.21M
Sharkninja Inc Com Shs
4
New
N/A
4 $315K
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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