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
WTFC
Wintrust Financial Corp

Financial Services
3
New
$107.76 - $136.92 $323 - $411
3 $312K
VNT
Vontier Corp

Technology
10
New
$32.1 - $40.32 $321 - $403
10 $312K
WLK
Westlake Corp

Basic Materials
4
+ 133.33%
$99.12 - $119.16 $396 - $477
7 $656K
FE
Firstenergy Corp

Utilities
8
+ 88.89%
$37.95 - $43.5 $304 - $348
17 $669K
ED
Consolidated Edison Inc

Utilities
2
+ 33.33%
$88.0 - $110.59 $176 - $221
8 $846K
WCC
Wesco International Inc

Industrials
2
New
$155.3 - $199.95 $311 - $400
2 $308K
MEDP
Medpace Holdings, Inc.

Healthcare
1
New
$304.69 - $360.97 $305 - $361
1 $303K
BFA
Brown Forman Corp Cl A
9
New
N/A
9 $303K
ARW
Arrow Electronics Inc

Technology
3
New
$101.93 - $119.3 $306 - $358
3 $303K
WMB
Williams Companies, Inc.

Energy
4
+ 12.12%
$54.02 - $61.09 $216 - $244
37 $2.09M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
3
+ 75.0%
$98.98 - $113.18 $297 - $340
7 $724K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 16.67%
$232.43 - $265.13 $232 - $265
7 $1.74M
MO
Altria Group, Inc.

Consumer Defensive
2
+ 4.65%
$50.81 - $60.02 $102 - $120
45 $2.54M
NWSA
News Corp

Communication Services
11
New
$26.29 - $30.49 $289 - $335
11 $288K
CHD
Church & Dwight CO Inc

Consumer Defensive
3
+ 42.86%
$101.42 - $113.2 $304 - $340
10 $1.02M
FISV
Fiserv Inc

Technology
1
+ 6.67%
N/A
16 $3.37M
CBRE
Cbre Group, Inc.

Real Estate
3
+ 37.5%
$121.79 - $147.13 $365 - $441
11 $1.33M
PVH
Pvh Corp.

Consumer Cyclical
4
New
$63.81 - $107.78 $255 - $431
4 $283K
AIG
American International Group, Inc.

Financial Services
1
+ 5.0%
$70.5 - $86.94 $70.5 - $86.9
21 $1.74M
RPM
Rpm International Inc

Basic Materials
3
+ 150.0%
$114.03 - $128.31 $342 - $385
5 $528K
LSTR
Landstar System Inc

Industrials
2
New
$146.63 - $177.82 $293 - $356
2 $282K
BEN
Franklin Resources Inc

Financial Services
15
New
$18.92 - $22.24 $284 - $334
15 $279K
IOT
Samsara Inc.

Technology
8
+ 88.89%
$34.06 - $60.96 $272 - $488
17 $671K
TTC
Toro CO

Industrials
4
New
$71.86 - $87.28 $287 - $349
4 $276K
PEN
Penumbra Inc

Healthcare
1
New
$237.28 - $303.76 $237 - $304
1 $275K
Lineage Inc Com
5
New
N/A
5 $274K
GFS
Globalfoundries Inc.

Technology
9
+ 112.5%
$36.53 - $46.01 $329 - $414
17 $615K
LDOS
Leidos Holdings, Inc.

Technology
2
+ 100.0%
$126.82 - $161.11 $254 - $322
4 $559K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
9
New
$28.45 - $41.08 $256 - $370
9 $270K
Lazard Inc Com
7
New
N/A
7 $269K
HEI
Heico Corp

Industrials
1
+ 100.0%
$219.6 - $270.85 $220 - $271
2 $507K
OSK
Oshkosh Corp

Industrials
3
New
$89.56 - $116.4 $269 - $349
3 $267K
ALB
Albemarle Corp

Basic Materials
6
+ 150.0%
$69.95 - $97.49 $420 - $585
10 $605K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
12
+ 100.0%
$25.0 - $39.76 $300 - $477
24 $662K
BPOP
Popular, Inc.

Financial Services
3
New
$87.14 - $106.33 $261 - $319
3 $261K
SNV
Synovus Financial Corp

Financial Services
6
New
$43.7 - $56.87 $262 - $341
6 $257K
DCI
Donaldson CO Inc

Industrials
4
New
$66.51 - $72.28 $266 - $289
4 $256K
XLI
Industrial Sector Spdr

ETFs
2
New
$128.78 - $141.67 $258 - $283
2 $254K
TKR
Timken CO

Industrials
4
New
$69.85 - $83.79 $279 - $335
4 $254K
FHN
First Horizon Corp

Financial Services
14
New
$17.7 - $22.43 $248 - $314
14 $253K
HST
Host Hotels & Resorts, Inc.

Real Estate
21
+ 150.0%
$14.21 - $17.45 $298 - $366
35 $498K
COTY
Coty Inc.

Consumer Defensive
47
New
$5.43 - $7.61 $255 - $358
47 $252K
LNW
Light & Wonder, Inc.

Consumer Cyclical
3
New
$85.08 - $111.48 $255 - $334
3 $251K
VEEV
Veeva Systems Inc

Healthcare
1
+ 20.0%
$210.58 - $246.8 $211 - $247
6 $1.3M
AGNC
Agnc Investment Corp.

Real Estate
28
New
$9.12 - $10.54 $255 - $295
28 $249K
TROW
Price T Rowe Group Inc

Financial Services
4
+ 80.0%
$91.57 - $116.93 $366 - $468
9 $811K
WING
Wingstop Inc.

Consumer Cyclical
1
New
$207.0 - $311.93 $207 - $312
1 $246K
WBS
Webster Financial Corp

Financial Services
6
+ 150.0%
$47.55 - $61.41 $285 - $368
10 $467K
NOV
Nov Inc.

Energy
19
New
$13.99 - $16.43 $266 - $312
19 $243K
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
Track This Portfolio

Track Principia Wealth Advisory, LLC Portfolio

Follow Principia Wealth Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principia Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principia Wealth Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email