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
SCHO
Schwab Short Term Us Treasury

ETFs
86
+ 172.0%
$24.1 - $24.33 $2.07K - $2.09K
136 $3.3M
CTAS
Cintas Corp

Industrials
9
+ 90.0%
$182.09 - $208.14 $1.64K - $1.87K
19 $3.88M
WM
Waste Management Inc

Industrials
8
+ 80.0%
$200.54 - $233.78 $1.6K - $1.87K
18 $4.04M
O
Realty Income Corp

Real Estate
37
+ 160.87%
$51.67 - $58.49 $1.91K - $2.16K
60 $3.24M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
20
+ 111.11%
$99.16 - $99.52 $1.98K - $1.99K
38 $3.77M
CVX
Chevron Corp

Energy
13
+ 30.95%
$146.71 - $167.97 $1.91K - $2.18K
55 $8.03M
AJG
Arthur J. Gallagher & Co.

Financial Services
5
+ 83.33%
$275.89 - $345.24 $1.38K - $1.73K
11 $3.56M
FTNT
Fortinet, Inc.

Technology
17
+ 65.38%
$92.49 - $114.57 $1.57K - $1.95K
43 $4.3M
AMT
American Tower Corp

Real Estate
7
+ 53.85%
$173.46 - $217.6 $1.21K - $1.52K
20 $4.15M
CI
Cigna Corp

Healthcare
5
+ 166.67%
$274.49 - $329.0 $1.37K - $1.65K
8 $2.56M
ECL
Ecolab Inc.

Basic Materials
7
+ 116.67%
$229.72 - $269.82 $1.61K - $1.89K
13 $3.09M
NEM
Newmont Corp

Basic Materials
29
+ 126.09%
$37.79 - $48.39 $1.1K - $1.4K
52 $2.54M
SO
Southern CO

Utilities
17
+ 50.0%
$80.96 - $92.96 $1.38K - $1.58K
51 $4.48M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 50.0%
$1187.71 - $1432.58 $1.19K - $1.43K
3 $4.05M
F
Ford Motor CO

Consumer Cyclical
173
+ 326.42%
$9.12 - $10.43 $1.58K - $1.8K
226 $2.15M
ABNB
Airbnb, Inc.

Consumer Cyclical
14
+ 140.0%
$119.38 - $161.42 $1.67K - $2.26K
24 $2.91M
DUK
Duke Energy Corp

Utilities
12
+ 52.17%
$105.87 - $121.97 $1.27K - $1.46K
35 $4.07M
DE
Deere & CO

Industrials
3
+ 42.86%
$408.57 - $509.27 $1.23K - $1.53K
10 $4.53M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
8
+ 133.33%
$203.38 - $274.79 $1.63K - $2.2K
14 $2.93M
SBUX
Starbucks Corp

Consumer Cyclical
18
+ 62.07%
$91.75 - $115.81 $1.65K - $2.08K
47 $4.17M
SNOW
Snowflake Inc.

Technology
10
+ 142.86%
$146.16 - $192.78 $1.46K - $1.93K
17 $2.57M
SNPS
Synopsys Inc

Technology
4
+ 100.0%
$428.58 - $551.54 $1.71K - $2.21K
8 $3.43M
KR
Kroger CO

Consumer Defensive
21
+ 150.0%
$58.36 - $67.72 $1.23K - $1.42K
35 $2.3M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5
+ 33.33%
$208.48 - $244.03 $1.04K - $1.22K
20 $4.59M
YUM
Yum Brands Inc

Consumer Cyclical
9
+ 150.0%
$123.25 - $162.53 $1.11K - $1.46K
15 $2.18M
TRGP
Targa Resources Corp.

Energy
8
+ 133.33%
$178.44 - $217.22 $1.43K - $1.74K
14 $2.43M
KO
Coca Cola CO

Consumer Defensive
7
+ 6.25%
$60.81 - $72.32 $426 - $506
119 $8.32M
AEP
American Electric Power CO Inc

Utilities
11
+ 78.57%
$90.32 - $109.27 $994 - $1.2K
25 $2.56M
INTC
Intel Corp

Technology
51
+ 45.13%
$19.1 - $27.39 $974 - $1.4K
164 $3.53M
FCX
Freeport Mcmoran Inc

Basic Materials
41
+ 146.43%
$34.5 - $43.01 $1.41K - $1.76K
69 $2.33M
ITT
Itt Inc.

Industrials
10
+ 1000.0%
$128.71 - $153.88 $1.29K - $1.54K
11 $1.38M
TER
Teradyne, Inc

Technology
19
+ 316.67%
$82.6 - $140.0 $1.57K - $2.66K
25 $1.99M
MSTR
Microstrategy Inc

Technology
4
+ 100.0%
$239.27 - $396.5 $957 - $1.59K
8 $2.38M
LYV
Live Nation Entertainment, Inc.

Communication Services
9
+ 225.0%
$115.79 - $154.66 $1.04K - $1.39K
13 $1.71M
HWM
Howmet Aerospace Inc.

Industrials
8
+ 100.0%
$110.79 - $139.39 $886 - $1.12K
16 $2.05M
CVNA
Carvana Co.

Consumer Cyclical
5
+ 250.0%
$166.52 - $285.33 $833 - $1.43K
7 $1.54M
ADSK
Autodesk, Inc.

Technology
5
+ 83.33%
N/A
11 $2.9M
MNST
Monster Beverage Corp

Consumer Defensive
18
+ 150.0%
$46.16 - $58.58 $831 - $1.05K
30 $1.75M
GD
General Dynamics Corp

Industrials
4
+ 133.33%
$241.94 - $272.58 $968 - $1.09K
7 $1.9M
SLB
Schlumberger Limited

Energy
50
+ 16.84%
$38.4 - $43.74 $1.92K - $2.19K
347 $12.5M
Lam Research Corp Com New
16
+ 42.11%
N/A
54 $3.84M
MPWR
Monolithic Power Systems Inc

Technology
2
+ 200.0%
$565.7 - $720.25 $1.13K - $1.44K
3 $1.69M
FLEX
Flex Ltd.

Technology
36
+ 327.27%
$32.92 - $44.46 $1.19K - $1.6K
47 $1.48M
GM
General Motors CO

Consumer Cyclical
28
+ 93.33%
$45.22 - $54.92 $1.27K - $1.54K
58 $2.65M
SPG
Simon Property Group Inc

Real Estate
8
+ 80.0%
$159.48 - $187.78 $1.28K - $1.5K
18 $2.76M
RSG
Republic Services, Inc.

Industrials
3
+ 37.5%
$200.09 - $242.16 $600 - $726
11 $2.63M
TPR
Tapestry, Inc.

Consumer Cyclical
15
+ 300.0%
$65.63 - $89.21 $984 - $1.34K
20 $1.35M
IBKR
Interactive Brokers Group, Inc.

Financial Services
6
+ 300.0%
$161.03 - $235.53 $966 - $1.41K
8 $1.37M
CEG
Constellation Energy Corp

Utilities
5
+ 62.5%
$202.21 - $347.44 $1.01K - $1.74K
13 $2.8M
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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