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
FISV
Fiserv Inc

Technology
9
+ 56.25%
N/A
25 $4.31M
BK
Bank Of New York Mellon Corp

Financial Services
7
+ 26.92%
$73.31 - $91.62 $513 - $641
33 $3.01M
ELAN
Elanco Animal Health Inc

Healthcare
65
New
$8.1 - $14.3 $527 - $930
65 $928K
WMB
Williams Companies, Inc.

Energy
11
+ 29.73%
$54.33 - $62.87 $598 - $692
48 $3.02M
AJG
Arthur J. Gallagher & Co.

Financial Services
3
+ 27.27%
$310.86 - $348.77 $933 - $1.05K
14 $4.48M
PWR
Quanta Services, Inc.

Industrials
1
+ 20.0%
$239.47 - $381.26 $239 - $381
6 $2.27M
IRM
Iron Mountain Inc

Real Estate
6
+ 37.5%
$76.93 - $105.25 $462 - $632
22 $2.26M
XPO
Xpo Logistics, Inc.

Industrials
7
+ 700.0%
$91.46 - $128.1 $640 - $897
8 $1.01M
PSA
Public Storage

Real Estate
3
+ 150.0%
$266.31 - $309.77 $799 - $929
5 $1.47M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
2
+ 66.67%
$224.32 - $326.09 $449 - $652
5 $1.63M
FDS
Factset Research Systems Inc

Financial Services
2
New
$398.85 - $473.32 $798 - $947
2 $895K
ENTG
Entegris Inc

Technology
11
+ 550.0%
$62.92 - $86.2 $692 - $948
13 $1.05M
EFX
Equifax Inc

Industrials
3
+ 100.0%
$205.5 - $280.54 $617 - $842
6 $1.56M
ALC
Alcon Inc

Healthcare
10
New
$82.88 - $98.3 $829 - $983
10 $883K
IEX
Idex Corp

Industrials
5
+ 500.0%
$160.66 - $191.29 $803 - $956
6 $1.05M
ST
Sensata Technologies Holding PLC

Technology
29
New
$17.69 - $30.11 $513 - $873
29 $873K
SBUX
Starbucks Corp

Consumer Cyclical
8
+ 17.02%
$79.69 - $99.41 $638 - $795
55 $5.04M
CCI
Crown Castle International Corp

Real Estate
7
+ 33.33%
$94.83 - $107.06 $664 - $749
28 $2.88M
RJF
Raymond James Financial Inc

Financial Services
5
+ 83.33%
$123.65 - $153.88 $618 - $769
11 $1.69M
JBL
Jabil Inc

Technology
1
+ 12.5%
$116.88 - $218.1 $117 - $218
9 $1.96M
EMR
Emerson Electric CO

Industrials
3
+ 18.75%
$94.15 - $133.33 $282 - $400
19 $2.53M
WAT
Waters Corp

Healthcare
2
+ 15.38%
$307.71 - $366.67 $615 - $733
15 $5.24M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
41
+ 2050.0%
$21.02 - $26.3 $862 - $1.08K
43 $906K
TTC
Toro CO

Industrials
12
+ 300.0%
$63.51 - $77.8 $762 - $934
16 $1.13M
Labcorp Holdings Inc Com Shs
3
+ 150.0%
N/A
5 $1.31M
MSCI
Msci Inc.

Financial Services
1
+ 10.0%
$506.56 - $576.74 $507 - $577
11 $6.34M
SYY
Sysco Corp

Consumer Defensive
5
+ 4.95%
$68.0 - $75.91 $340 - $380
106 $8.03M
COP
Conocophillips

Energy
12
+ 9.16%
$82.66 - $106.1 $992 - $1.27K
143 $12.8M
RSG
Republic Services, Inc.

Industrials
3
+ 27.27%
$227.2 - $258.07 $682 - $774
14 $3.45M
AVB
Avalonbay Communities Inc

Real Estate
4
+ 400.0%
$187.23 - $215.61 $749 - $862
5 $1.02M
WDS
Woodside Energy Group LTD

Energy
53
New
$11.5 - $16.77 $610 - $889
53 $818K
INTC
Intel Corp

Technology
30
+ 18.29%
$18.13 - $22.69 $544 - $681
194 $4.35M
HLN
Haleon PLC

Healthcare
78
New
$9.27 - $11.41 $723 - $890
78 $809K
FFIV
F5, Inc.

Technology
1
+ 5.88%
$239.25 - $295.9 $239 - $296
18 $5.3M
DTE
Dte Energy CO

Utilities
6
+ 100.0%
$127.39 - $139.49 $764 - $837
12 $1.59M
AME
Ametek Inc

Industrials
4
+ 100.0%
$151.41 - $182.75 $606 - $731
8 $1.45M
FAST
Fastenal CO

Industrials
38
+ 165.22%
$40.65 - $83.16 $1.54K - $3.16K
61 $2.56M
VMC
Vulcan Materials CO

Basic Materials
3
+ 300.0%
$226.49 - $276.01 $679 - $828
4 $1.04M
LFUS
Littelfuse Inc

Technology
3
+ 150.0%
$149.72 - $227.31 $449 - $682
5 $1.13M
BLDR
Builders First Source, Inc.

Industrials
7
+ 350.0%
$105.63 - $131.12 $739 - $918
9 $1.05M
VTRS
Viatris Inc

Healthcare
82
+ 146.43%
$7.26 - $9.12 $595 - $748
138 $1.23M
PRU
Prudential Financial Inc

Financial Services
7
+ 63.64%
$95.12 - $112.71 $666 - $789
18 $1.93M
IX
Orix Corp

Financial Services
35
New
$18.25 - $22.52 $639 - $788
35 $788K
BFB
Brown Forman Corp Cl B
30
+ 1000.0%
N/A
33 $888K
PEG
Public Service Enterprise Group Inc

Utilities
9
+ 81.82%
$77.13 - $84.18 $694 - $758
20 $1.68M
SPG
Simon Property Group Inc

Real Estate
4
+ 22.22%
$140.37 - $171.44 $561 - $686
22 $3.54M
HMC
Honda Motor CO LTD

Consumer Cyclical
27
New
$25.0 - $30.93 $675 - $835
27 $778K
JHG
Janus Henderson Group PLC

Financial Services
20
New
$29.47 - $38.84 $589 - $777
20 $777K
CFG
Citizens Financial Group Inc

Financial Services
12
+ 37.5%
$34.27 - $44.75 $411 - $537
44 $1.97M
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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