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
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3
+ 75.0%
$160.22 - $209.35 $481 - $628
7 $1.47M
PTC
Ptc Inc.

Technology
4
+ 133.33%
$136.74 - $173.24 $547 - $693
7 $1.21M
OSK
Oshkosh Corp

Industrials
6
+ 200.0%
$79.17 - $113.62 $475 - $682
9 $1.02M
PUK
Prudential PLC

Financial Services
30
New
$18.03 - $25.49 $541 - $765
30 $751K
NMR
Nomura Holdings Inc

Financial Services
114
New
$4.95 - $6.6 $564 - $752
114 $750K
EL
Estee Lauder Companies Inc

Consumer Defensive
5
+ 35.71%
$50.06 - $80.8 $250 - $404
19 $1.54M
WDAY
Workday, Inc.

Technology
3
+ 100.0%
$210.47 - $274.71 $631 - $824
6 $1.44M
HOLX
Hologic Inc

Healthcare
11
+ 275.0%
$52.73 - $65.22 $580 - $717
15 $977K
AKAM
Akamai Technologies Inc

Technology
9
+ 150.0%
N/A
15 $1.2M
BDX
Becton Dickinson & CO

Healthcare
6
+ 75.0%
$165.15 - $226.42 $991 - $1.36K
14 $2.41M
LHX
L3 Harris Technologies, Inc.

Industrials
2
+ 33.33%
$200.21 - $256.99 $400 - $514
8 $2.01M
HST
Host Hotels & Resorts, Inc.

Real Estate
44
+ 125.71%
$12.7 - $16.07 $559 - $707
79 $1.21M
VEEV
Veeva Systems Inc

Healthcare
1
+ 16.67%
$209.39 - $289.94 $209 - $290
7 $2.02M
E
Eni Spa

Energy
22
New
$25.19 - $32.93 $554 - $724
22 $713K
REXR
Rexford Industrial Realty, Inc.

Real Estate
20
New
$31.57 - $39.41 $631 - $788
20 $711K
EA
Electronic Arts Inc.

Communication Services
3
+ 30.0%
$132.53 - $159.7 $398 - $479
13 $2.08M
FE
Firstenergy Corp

Utilities
17
+ 100.0%
$38.31 - $43.17 $651 - $734
34 $1.37M
Liberty Media Corp Del Com Lbty One S C
6
+ 200.0%
N/A
9 $941K
TKR
Timken CO

Industrials
9
+ 225.0%
$57.34 - $74.03 $516 - $666
13 $943K
APA
Apa Corp

Energy
37
New
$14.03 - $21.24 $519 - $786
37 $677K
CAH
Cardinal Health Inc

Healthcare
2
+ 22.22%
$125.0 - $168.0 $250 - $336
11 $1.85M
ESGR
Enstar Group LTD

Financial Services
2
New
$330.1 - $336.55 $660 - $673
2 $673K
FTNT
Fortinet, Inc.

Technology
4
+ 9.3%
$84.71 - $108.69 $339 - $435
47 $4.97M
Viking Holdings LTD Ord Shs
7
+ 28.0%
N/A
32 $1.71M
WY
Weyerhaeuser CO

Real Estate
26
+ 288.89%
$24.69 - $29.48 $642 - $766
35 $899K
AIG
American International Group, Inc.

Financial Services
7
+ 33.33%
$77.56 - $87.72 $543 - $614
28 $2.4M
CASY
Caseys General Stores Inc

Consumer Cyclical
1
+ 50.0%
$415.82 - $510.91 $416 - $511
3 $1.53M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
7
New
$81.84 - $93.53 $573 - $655
7 $649K
Noble Energy Corp
24
+ 1200.0%
N/A
26 $690K
NSC
Norfolk Southern Corp

Industrials
2
+ 50.0%
$206.34 - $257.46 $413 - $515
6 $1.54M
Ferrovial Se Ord Shs
12
New
N/A
12 $643K
VOYA
Voya Financial, Inc.

Financial Services
9
New
$54.27 - $71.0 $488 - $639
9 $639K
GLW
Corning Inc

Technology
5
+ 12.5%
$39.07 - $52.59 $195 - $263
45 $2.37M
KR
Kroger CO

Consumer Defensive
6
+ 17.14%
$64.62 - $74.0 $388 - $444
41 $2.94M
UPS
United Parcel Service Inc

Industrials
6
+ 25.0%
$91.92 - $110.2 $552 - $661
30 $3.03M
MMS
Maximus, Inc.

Industrials
9
New
$65.54 - $76.8 $590 - $691
9 $632K
DG
Dollar General Corp

Consumer Defensive
4
+ 66.67%
$86.02 - $114.95 $344 - $460
10 $1.14M
FR
First Industrial Realty Trust Inc

Real Estate
13
New
$43.07 - $54.05 $560 - $703
13 $626K
TYL
Tyler Technologies Inc

Technology
1
+ 100.0%
$521.68 - $592.84 $522 - $593
2 $1.19M
O
Realty Income Corp

Real Estate
7
+ 11.67%
$52.27 - $58.52 $366 - $410
67 $3.86M
DLTR
Dollar Tree, Inc.

Consumer Defensive
3
+ 25.0%
$67.22 - $100.51 $202 - $302
15 $1.49M
CHD
Church & Dwight CO Inc

Consumer Defensive
7
+ 70.0%
$91.57 - $110.76 $641 - $775
17 $1.63M
ROST
Ross Stores, Inc.

Consumer Cyclical
6
+ 37.5%
$126.62 - $154.26 $760 - $926
22 $2.81M
OMC
Omnicom Group Inc.

Communication Services
9
+ 128.57%
$69.22 - $79.77 $623 - $718
16 $1.15M
CRBG
Corebridge Financial, Inc.

Financial Services
17
+ 1700.0%
$25.41 - $35.83 $432 - $609
18 $639K
BAH
Booz Allen Hamilton Holding Corp

Industrials
6
+ 150.0%
$99.97 - $129.69 $600 - $778
10 $1.04M
SITE
Site One Landscape Supply, Inc.

Industrials
5
New
$104.79 - $127.3 $524 - $637
5 $605K
GBCI
Glacier Bancorp, Inc.

Financial Services
14
New
$37.85 - $44.51 $530 - $623
14 $603K
TSCO
Tractor Supply CO

Consumer Cyclical
11
+ 73.33%
$47.86 - $55.77 $526 - $613
26 $1.37M
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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