Principia Wealth Advisory, LLC Incresed Positions in Q1 2025

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
26
+ 74.29%
$169.2 - $216.66 $4.4K - $5.63K
61 $11M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
18
+ 600.0%
$283.06 - $421.16 $5.1K - $7.58K
21 $5.75M
Linde PLC Shs
10
+ 200.0%
N/A
15 $6.69M
QCOM
Qualcomm Inc

Technology
33
+ 220.0%
$151.94 - $175.86 $5.01K - $5.8K
48 $6.89M
NTAP
Net App, Inc.

Technology
54
+ 1800.0%
$87.84 - $126.3 $4.74K - $6.82K
57 $4.91M
KLAC
Kla Corp

Technology
6
+ 150.0%
$636.62 - $777.63 $3.82K - $4.67K
10 $7.03M
UBER
Uber Technologies, Inc

Technology
56
+ 200.0%
$63.17 - $81.49 $3.54K - $4.56K
84 $6.11M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 40.0%
$890.62 - $1076.86 $3.56K - $4.31K
14 $13.5M
MSCI
Msci Inc.

Financial Services
8
+ 400.0%
$541.46 - $628.34 $4.33K - $5.03K
10 $5.49M
LLY
Eli Lilly & CO

Healthcare
6
+ 31.58%
$725.72 - $929.72 $4.35K - $5.58K
25 $18.8M
STX
Seagate Technology Holdings PLC

Technology
56
+ 1120.0%
$84.92 - $108.42 $4.76K - $6.07K
61 $4.53M
PM
Philip Morris International Inc.

Consumer Defensive
19
+ 50.0%
$117.15 - $158.79 $2.23K - $3.02K
57 $8.65M
DECK
Deckers Outdoor Corp

Consumer Cyclical
38
+ 950.0%
$111.56 - $223.11 $4.24K - $8.48K
42 $4.88M
Arista Networks Inc Com Shs
65
+ 232.14%
N/A
93 $7.07M
ACN
Accenture PLC

Technology
16
+ 100.0%
$300.91 - $398.25 $4.81K - $6.37K
32 $9.6M
ADI
Analog Devices Inc

Technology
20
+ 222.22%
$201.56 - $243.82 $4.03K - $4.88K
29 $5.7M
FFIV
F5, Inc.

Technology
14
+ 466.67%
$251.75 - $310.6 $3.52K - $4.35K
17 $4.49M
GWW
W.W. Grainger, Inc.

Industrials
4
+ 200.0%
$953.54 - $1132.42 $3.81K - $4.53K
6 $5.79M
WAT
Waters Corp

Healthcare
11
+ 550.0%
$362.16 - $417.28 $3.98K - $4.59K
13 $4.38M
FICO
Fair Isaac Corp

Technology
2
+ 200.0%
$1695.35 - $2030.47 $3.39K - $4.06K
3 $5.54M
GE
General Electric CO

Industrials
16
+ 59.26%
$168.59 - $212.13 $2.7K - $3.39K
43 $8.05M
ETN
Eaton Corp PLC

Industrials
14
+ 127.27%
$271.83 - $371.23 $3.81K - $5.2K
25 $7.09M
PGR
Progressive Corp

Financial Services
11
+ 73.33%
$235.61 - $291.22 $2.59K - $3.2K
26 $7.02M
IBM
International Business Machines Corp

Technology
13
+ 56.52%
$217.4 - $264.74 $2.83K - $3.44K
36 $8.47M
APD
Air Products & Chemicals, Inc.

Basic Materials
13
+ 216.67%
$283.24 - $338.07 $3.68K - $4.39K
19 $5.13M
MS
Morgan Stanley

Financial Services
34
+ 103.03%
$111.68 - $141.08 $3.8K - $4.8K
67 $7.48M
RTX
Raytheon Technologies Corp

Industrials
22
+ 62.86%
$114.1 - $135.66 $2.51K - $2.98K
57 $7.32M
WFC
Wells Fargo & Company

Financial Services
53
+ 63.1%
$66.78 - $81.42 $3.54K - $4.32K
137 $9.09M
GS
Goldman Sachs Group Inc

Financial Services
7
+ 87.5%
$524.81 - $672.19 $3.67K - $4.71K
15 $7.75M
PLTR
Palantir Technologies Inc.

Technology
25
+ 51.02%
$64.98 - $124.62 $1.62K - $3.12K
74 $6.81M
DELL
Dell Technologies Inc.

Technology
37
+ 616.67%
$90.34 - $124.66 $3.34K - $4.61K
43 $3.62M
AMD
Advanced Micro Devices Inc

Technology
40
+ 97.56%
$96.63 - $129.55 $3.87K - $5.18K
81 $7.84M
CRWD
Crowd Strike Holdings, Inc.

Technology
7
+ 116.67%
$308.86 - $455.36 $2.16K - $3.19K
13 $4.91M
PH
Parker Hannifin Corp

Industrials
5
+ 166.67%
$591.65 - $707.05 $2.96K - $3.54K
8 $4.77M
T
At&T Inc.

Communication Services
79
+ 44.89%
$21.56 - $28.28 $1.7K - $2.23K
255 $6.75M
EBAY
Ebay Inc

Consumer Cyclical
44
+ 400.0%
$61.61 - $70.93 $2.71K - $3.12K
55 $3.41M
TMUS
T Mobile Us, Inc.

Communication Services
9
+ 75.0%
$211.3 - $272.83 $1.9K - $2.46K
21 $5.35M
HPE
Hewlett Packard Enterprise CO

Technology
200
+ 666.67%
$14.77 - $24.42 $2.95K - $4.88K
230 $3.34M
ORCL
Oracle Corp

Technology
27
+ 65.85%
$139.81 - $186.47 $3.77K - $5.03K
68 $9.5M
Ge Vernova Inc Com
8
+ 114.29%
N/A
15 $4.9M
COF
Capital One Financial Corp

Financial Services
15
+ 187.5%
$163.87 - $209.82 $2.46K - $3.15K
23 $4.02M
WELL
Welltower Inc.

Real Estate
16
+ 106.67%
$124.05 - $156.86 $1.98K - $2.51K
31 $4.39M
CVS
Cvs Health Corp

Healthcare
29
+ 207.14%
$44.22 - $68.64 $1.28K - $1.99K
43 $3.02M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
160
+ 12.9%
$25.44 - $27.95 $4.07K - $4.47K
1.4K $34.9M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4
+ 80.0%
$402.49 - $513.76 $1.61K - $2.06K
9 $4.34M
APH
Amphenol Corp

Technology
36
+ 112.5%
$61.62 - $78.55 $2.22K - $2.83K
68 $4.5M
DASH
Door Dash, Inc.

Communication Services
11
+ 137.5%
$168.37 - $213.38 $1.85K - $2.35K
19 $3.58M
NOW
Service Now, Inc.

Technology
4
+ 80.0%
$783.83 - $1170.39 $3.14K - $4.68K
9 $7.43M
EQIX
Equinix Inc

Real Estate
3
+ 150.0%
$803.0 - $959.97 $2.41K - $2.88K
5 $3.99M
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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