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
BKR
Baker Hughes CO

Energy
27
+ 135.0%
$41.16 - $48.85 $1.11K - $1.32K
47 $1.82M
ROST
Ross Stores, Inc.

Consumer Cyclical
8
+ 100.0%
$123.3 - $154.95 $986 - $1.24K
16 $2.19M
OLED
Universal Display Corp Pa

Technology
8
+ 800.0%
$142.04 - $161.59 $1.14K - $1.29K
9 $1.13M
IQV
Iqvia Holdings Inc.

Healthcare
7
+ 233.33%
$176.3 - $209.96 $1.23K - $1.47K
10 $1.57M
INTU
Intuit Inc

Technology
2
+ 28.57%
$555.63 - $630.23 $1.11K - $1.26K
9 $5.37M
CB
Chubb LTD

Financial Services
3
+ 27.27%
$257.71 - $301.99 $773 - $906
14 $3.99M
ETR
Entergy Corp

Utilities
11
+ 137.5%
$75.26 - $87.89 $828 - $967
19 $1.53M
HOOD
Robinhood Markets, Inc.

Technology
20
+ 133.33%
$35.63 - $65.28 $713 - $1.31K
35 $1.48M
Atlassian Corporation Cl A
5
+ 125.0%
N/A
9 $1.89M
HPQ
Hp Inc

Technology
43
+ 268.75%
$27.69 - $34.72 $1.19K - $1.49K
59 $1.43M
TGT
Target Corp

Consumer Defensive
12
+ 150.0%
$103.65 - $142.5 $1.24K - $1.71K
20 $1.95M
APP
App Lovin Corp

Technology
4
+ 80.0%
$238.08 - $510.13 $952 - $2.04K
9 $2.48M
DFS
Discover Financial Services

Financial Services
5
+ 83.33%
$152.99 - $203.25 $765 - $1.02K
11 $1.88M
LEN
Lennar Corp

Consumer Cyclical
9
+ 180.0%
$113.93 - $141.54 $1.03K - $1.27K
14 $1.52M
BK
Bank Of New York Mellon Corp

Financial Services
10
+ 62.5%
$75.42 - $88.95 $754 - $890
26 $2.06M
AMP
Ameriprise Financial Inc

Financial Services
2
+ 100.0%
$472.29 - $575.13 $945 - $1.15K
4 $1.89M
A
Agilent Technologies, Inc.

Healthcare
9
+ 180.0%
$116.69 - $152.6 $1.05K - $1.37K
14 $1.5M
NET
Cloudflare, Inc.

Technology
7
+ 100.0%
$110.71 - $176.5 $775 - $1.24K
14 $1.58M
AON
Aon PLC

Financial Services
2
+ 40.0%
$348.44 - $409.32 $697 - $819
7 $2.61M
VICI
Vici Properties Inc.

Real Estate
25
+ 83.33%
$28.21 - $32.68 $705 - $817
55 $1.69M
GLW
Corning Inc

Technology
20
+ 100.0%
$44.91 - $54.25 $898 - $1.09K
40 $1.73M
IDXX
Idexx Laboratories Inc

Healthcare
2
+ 200.0%
$406.29 - $469.04 $813 - $938
3 $1.19M
CTVA
Corteva, Inc.

Basic Materials
11
+ 13.58%
$55.94 - $66.15 $615 - $728
92 $5.39M
CSGP
Costar Group, Inc.

Real Estate
9
+ 100.0%
$69.29 - $80.37 $624 - $723
18 $1.42M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
82
+ 63.57%
$10.61 - $16.49 $870 - $1.35K
211 $2.48M
FITB
Fifth Third Bancorp

Financial Services
24
+ 160.0%
$37.48 - $44.96 $900 - $1.08K
39 $1.4M
SPGI
S&P Global Inc.

Financial Services
2
+ 25.0%
$478.26 - $543.77 $957 - $1.09K
10 $4.74M
CME
Cme Group Inc.

Financial Services
2
+ 18.18%
$225.82 - $266.54 $452 - $533
13 $3.3M
BRBR
Bellring Brands, Inc.

Consumer Defensive
10
+ 250.0%
$65.4 - $79.39 $654 - $794
14 $1.05M
DKNG
Draft Kings Inc.

Consumer Cyclical
21
+ 262.5%
$35.29 - $53.49 $741 - $1.12K
29 $1.04M
DLTR
Dollar Tree, Inc.

Consumer Defensive
10
+ 500.0%
$61.92 - $76.95 $619 - $770
12 $871K
Kenvue Inc Com
32
+ 58.18%
N/A
87 $1.9M
WTRG
Essential Utilities, Inc.

Utilities
19
+ 1900.0%
$33.49 - $40.57 $636 - $771
20 $755K
CFG
Citizens Financial Group Inc

Financial Services
21
+ 190.91%
$39.73 - $48.36 $834 - $1.02K
32 $1.2M
KHC
Kraft Heinz CO

Consumer Defensive
25
+ 312.5%
$28.51 - $32.22 $713 - $806
33 $960K
Range Nuclear Renaissance Index ETF
40
+ 12.9%
N/A
350 $13.4M
BURL
Burlington Stores, Inc.

Consumer Cyclical
3
+ 300.0%
$228.41 - $293.71 $685 - $881
4 $987K
SDCI
Uscf ETF Tr Summerhaven Dynami
20
+ 3.33%
N/A
620 $12.3M
FAST
Fastenal CO

Industrials
8
+ 53.33%
$71.11 - $79.98 $569 - $640
23 $1.76M
PFGC
Performance Food Group CO

Consumer Defensive
9
+ 225.0%
$74.86 - $90.93 $674 - $818
13 $1.02M
LNG
Cheniere Energy, Inc.

Energy
3
+ 50.0%
$209.32 - $253.66 $628 - $761
9 $1.96M
JBL
Jabil Inc

Technology
5
+ 166.67%
$130.51 - $173.33 $653 - $867
8 $1.1M
RPRX
Royalty Pharma PLC

Healthcare
19
+ 237.5%
$25.75 - $33.86 $489 - $643
27 $871K
STZ
Constellation Brands, Inc.

Consumer Defensive
4
+ 200.0%
$161.05 - $222.93 $644 - $892
6 $1.1M
VTR
Ventas, Inc.

Real Estate
9
+ 90.0%
$56.9 - $70.47 $512 - $634
19 $1.25M
CRH.L
Crh PLC

Basic Materials
8
+ 50.0%
N/A
24 $2.14M
SHW
Sherwin Williams CO

Basic Materials
2
+ 28.57%
$330.16 - $365.55 $660 - $731
9 $3.03M
CCI
Crown Castle International Corp

Real Estate
6
+ 40.0%
$84.33 - $106.39 $506 - $638
21 $2.01M
NVT
N Vent Electric PLC

Industrials
13
+ 650.0%
$52.42 - $75.4 $681 - $980
15 $778K
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