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
NTRS
Northern Trust Corp

Financial Services
3
+ 75.0%
$96.09 - $113.81 $288 - $341
7 $653K
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 20.0%
$497.6 - $606.74 $995 - $1.21K
12 $5.44M
AWK
American Water Works Company, Inc.

Utilities
1
+ 14.29%
$121.01 - $149.31 $121 - $149
8 $1.11M
TW
Tradeweb Markets Inc.

Financial Services
2
+ 40.0%
$123.42 - $148.46 $247 - $297
7 $896K
TSCO
Tractor Supply CO

Consumer Cyclical
5
+ 50.0%
$51.66 - $57.94 $258 - $290
15 $771K
BRKR
Bruker Corp

Healthcare
7
+ 233.33%
$41.74 - $62.95 $292 - $441
10 $412K
NOVT
Novanta Inc

Technology
2
New
N/A
2 $236K
AFL
Aflac Inc

Financial Services
2
+ 15.38%
$100.99 - $111.19 $202 - $222
15 $1.58M
PAYC
Paycom Software, Inc.

Technology
1
+ 100.0%
$199.42 - $225.82 $199 - $226
2 $437K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
2
New
$119.87 - $145.05 $240 - $290
2 $229K
CAH
Cardinal Health Inc

Healthcare
1
+ 12.5%
$118.02 - $137.77 $118 - $138
9 $1.17M
STAG
Stag Industrial, Inc.

Real Estate
7
New
$32.39 - $37.07 $227 - $259
7 $225K
SYY
Sysco Corp

Consumer Defensive
10
+ 10.99%
$70.0 - $77.13 $700 - $771
101 $7.18M
HAS
Hasbro, Inc.

Consumer Cyclical
4
+ 80.0%
$56.16 - $69.06 $225 - $276
9 $497K
EXC
Exelon Corp

Utilities
2
+ 11.11%
$37.3 - $46.08 $74.6 - $92.2
20 $886K
Solventum Corp Com Shs
3
New
N/A
3 $206K
FOX
Fox Corp Cl B (De)

Communication Services
4
+ 66.67%
$45.64 - $54.23 $183 - $217
10 $477K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
4
+ 66.67%
$61.25 - $72.83 $245 - $291
10 $594K
EA
Electronic Arts Inc.

Communication Services
2
+ 25.0%
$116.53 - $146.29 $233 - $293
10 $1.37M
EIX
Edison International

Utilities
6
+ 100.0%
$50.06 - $80.01 $300 - $480
12 $673K
PNFP
Pinnacle Financial Partners Inc

Financial Services
2
New
$99.42 - $126.15 $199 - $252
2 $193K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
4
+ 100.0%
$45.62 - $51.12 $182 - $204
8 $382K
DLR
Digital Realty Trust, Inc.

Real Estate
3
+ 37.5%
$142.1 - $183.56 $426 - $551
11 $1.6M
DTE
Dte Energy CO

Utilities
1
+ 20.0%
$117.6 - $138.27 $118 - $138
6 $783K
BAH
Booz Allen Hamilton Holding Corp

Industrials
2
+ 100.0%
$102.72 - $143.06 $205 - $286
4 $432K
NI
Nisource Inc.

Utilities
4
+ 28.57%
$35.57 - $41.23 $142 - $165
18 $687K
PEAK
Healthpeak Properties, Inc.

Real Estate
11
+ 52.38%
N/A
32 $596K
BIO
Bio Rad Laboratories, Inc.

Healthcare
1
+ 100.0%
$243.0 - $367.0 $243 - $367
2 $498K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1
New
$166.63 - $185.86 $167 - $186
1 $166K
PFG
Principal Financial Group Inc

Financial Services
2
+ 50.0%
$76.34 - $89.04 $153 - $178
6 $464K
XLU
Utilities Sector Spdr

ETFs
2
New
$74.7 - $80.27 $149 - $161
2 $152K
GRMN
Garmin LTD

Technology
1
+ 33.33%
$204.55 - $241.93 $205 - $242
4 $771K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1
+ 20.0%
$106.31 - $123.73 $106 - $124
6 $698K
Veralto Corp Com Shs
2
+ 66.67%
N/A
5 $456K
AEE
Ameren Corp

Utilities
1
+ 14.29%
$86.87 - $103.67 $86.9 - $104
8 $771K
BSY
Bentley Systems Inc

Technology
4
+ 80.0%
$39.34 - $47.7 $157 - $191
9 $379K
WRB
Berkley W R Corp

Financial Services
1
+ 11.11%
$56.7 - $71.27 $56.7 - $71.3
10 $669K
SKX
Skechers Usa Inc

Consumer Cyclical
4
+ 100.0%
$54.98 - $78.24 $220 - $313
8 $405K
GDDY
Go Daddy Inc.

Technology
1
+ 50.0%
$172.13 - $214.35 $172 - $214
3 $522K
EQT
Eqt Corp

Energy
1
+ 5.26%
$46.16 - $54.25 $46.2 - $54.3
20 $1M
CNP
Centerpoint Energy Inc

Utilities
1
+ 5.26%
$30.87 - $36.25 $30.9 - $36.3
20 $725K
ONB
Old National Bancorp

Financial Services
6
New
$20.11 - $24.45 $121 - $147
6 $118K
UNM
Unum Group

Financial Services
1
+ 10.0%
$71.8 - $83.34 $71.8 - $83.3
11 $846K
ADM
Archer Daniels Midland CO

Consumer Defensive
4
+ 40.0%
$45.22 - $52.17 $181 - $209
14 $621K
EQH
Equitable Holdings, Inc.

Financial Services
2
+ 33.33%
$47.64 - $55.68 $95.3 - $111
8 $397K
AOS
Smith A O Corp

Industrials
2
+ 100.0%
$65.16 - $72.69 $130 - $145
4 $250K
ROK
Rockwell Automation, Inc

Industrials
1
+ 33.33%
$255.29 - $303.75 $255 - $304
4 $970K
NUE
Nucor Corp

Basic Materials
1
+ 33.33%
$114.48 - $142.52 $114 - $143
4 $462K
EL
Estee Lauder Companies Inc

Consumer Defensive
5
+ 55.56%
$64.26 - $85.48 $321 - $427
14 $786K
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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