Principia Wealth Advisory, LLC Incresed Positions in Q2 2025

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
24
+ 53.33%
$55.56 - $60.91 $1.33K - $1.46K
69 $4.05M
NTRS
Northern Trust Corp

Financial Services
10
+ 142.86%
$84.45 - $126.79 $845 - $1.27K
17 $2.16M
MAR
Marriott International Inc

Consumer Cyclical
4
+ 40.0%
$211.12 - $274.14 $844 - $1.1K
14 $3.83M
UNP
Union Pacific Corp

Industrials
6
+ 40.0%
$208.27 - $238.46 $1.25K - $1.43K
21 $4.83M
NOC
Northrop Grumman Corp

Industrials
3
+ 150.0%
$456.3 - $540.39 $1.37K - $1.62K
5 $2.5M
TRV
Travelers Companies, Inc.

Financial Services
5
+ 71.43%
$233.83 - $276.34 $1.17K - $1.38K
12 $3.21M
Ferguson Enterprises Inc Common Stock New
6
+ 200.0%
N/A
9 $1.96M
FLEX
Flex Ltd.

Technology
12
+ 25.53%
$26.68 - $50.09 $320 - $601
59 $2.95M
SRE
Sempra Energy

Utilities
18
+ 257.14%
$63.78 - $78.91 $1.15K - $1.42K
25 $1.89M
AVY
Avery Dennison Corp

Industrials
8
+ 400.0%
$159.58 - $183.97 $1.28K - $1.47K
10 $1.76M
DVN
Devon Energy Corp

Energy
44
+ 366.67%
$26.8 - $37.92 $1.18K - $1.67K
56 $1.78M
TTD
Trade Desk, Inc.

Technology
17
+ 170.0%
$45.27 - $79.4 $770 - $1.35K
27 $1.94M
BC
Brunswick Corp

Consumer Cyclical
24
+ 266.67%
$41.93 - $58.37 $1.01K - $1.4K
33 $1.82M
OXY
Occidental Petroleum Corp

Energy
32
+ 145.45%
$36.11 - $49.33 $1.16K - $1.58K
54 $2.27M
VST
Vistra Corp.

Utilities
4
+ 50.0%
$98.07 - $195.04 $392 - $780
12 $2.33M
CME
Cme Group Inc.

Financial Services
4
+ 30.77%
$252.37 - $290.71 $1.01K - $1.16K
17 $4.69M
SQ
Block, Inc.

Technology
19
+ 475.0%
N/A
23 $1.56M
ON
On Semiconductor Corp

Technology
20
+ 100.0%
$31.95 - $54.21 $639 - $1.08K
40 $2.1M
MTD
Mettler Toledo International Inc

Healthcare
1
+ 100.0%
$970.15 - $1216.57 $970 - $1.22K
2 $2.35M
EW
Edwards Lifesciences Corp

Healthcare
15
+ 136.36%
$67.07 - $78.22 $1.01K - $1.17K
26 $2.03M
NEM
Newmont Corp

Basic Materials
13
+ 25.0%
$44.18 - $59.46 $574 - $773
65 $3.79M
UAL
United Airlines Holdings, Inc.

Industrials
15
+ 300.0%
$56.15 - $84.23 $842 - $1.26K
20 $1.59M
WM
Waste Management Inc

Industrials
5
+ 27.78%
$216.47 - $242.1 $1.08K - $1.21K
23 $5.26M
ECL
Ecolab Inc.

Basic Materials
3
+ 23.08%
$225.65 - $270.95 $677 - $813
16 $4.31M
OMF
One Main Holdings, Inc.

Financial Services
20
+ 285.71%
$40.42 - $57.0 $808 - $1.14K
27 $1.54M
Lazard Inc Com
24
+ 342.86%
N/A
31 $1.49M
A
Agilent Technologies, Inc.

Healthcare
9
+ 64.29%
$99.29 - $120.52 $894 - $1.08K
23 $2.71M
LNG
Cheniere Energy, Inc.

Energy
4
+ 44.44%
$197.25 - $244.33 $789 - $977
13 $3.17M
MCO
Moodys Corp

Financial Services
2
+ 66.67%
$396.7 - $501.59 $793 - $1K
5 $2.51M
RBLX
Roblox Corp

Communication Services
4
+ 25.0%
$51.22 - $105.59 $205 - $422
20 $2.1M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
4
+ 200.0%
$201.28 - $266.34 $805 - $1.07K
6 $1.6M
CG
Carlyle Group Inc.

Financial Services
19
+ 126.67%
$34.78 - $51.4 $661 - $977
34 $1.75M
DXCM
Dexcom Inc

Healthcare
11
+ 122.22%
$59.83 - $87.57 $658 - $963
20 $1.75M
CMI
Cummins Inc

Industrials
3
+ 60.0%
$267.12 - $336.65 $801 - $1.01K
8 $2.62M
EBAY
Ebay Inc

Consumer Cyclical
6
+ 10.91%
$59.52 - $79.36 $357 - $476
61 $4.54M
ADSK
Autodesk, Inc.

Technology
2
+ 18.18%
N/A
13 $4.02M
VRT
Vertiv Holdings CO

Industrials
7
+ 175.0%
N/A
11 $1.41M
HUBS
Hubspot Inc

Technology
2
+ 200.0%
$487.07 - $672.24 $974 - $1.34K
3 $1.67M
DOV
Dover Corp

Industrials
6
+ 600.0%
$151.14 - $186.7 $907 - $1.12K
7 $1.28M
NDSN
Nordson Corp

Industrials
5
+ 500.0%
$167.51 - $223.5 $838 - $1.12K
6 $1.29M
ACGL
Arch Capital Group Ltd.

Financial Services
12
+ 300.0%
$84.99 - $96.82 $1.02K - $1.16K
16 $1.46M
ALL
Allstate Corp

Financial Services
5
+ 50.0%
$180.53 - $212.64 $903 - $1.06K
15 $3.02M
ADP
Automatic Data Processing Inc

Industrials
3
+ 25.0%
$276.76 - $326.81 $830 - $980
15 $4.63M
HRL
Hormel Foods Corp

Consumer Defensive
36
+ 3600.0%
$29.11 - $31.44 $1.05K - $1.13K
37 $1.12M
FIS
Fidelity National Information Services, Inc.

Technology
12
+ 109.09%
$68.14 - $82.13 $818 - $986
23 $1.87M
QCOM
Qualcomm Inc

Technology
2
+ 4.17%
$124.66 - $159.48 $249 - $319
50 $7.96M
ILMN
Illumina, Inc.

Healthcare
10
+ 166.67%
$70.3 - $95.41 $703 - $954
16 $1.53M
CNA
Cna Financial Corp

Financial Services
23
+ 2300.0%
$45.03 - $50.88 $1.04K - $1.17K
24 $1.12M
BEN
Franklin Resources Inc

Financial Services
41
+ 273.33%
$16.66 - $23.85 $683 - $978
56 $1.34M
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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