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
NRG
Nrg Energy, Inc.

Utilities
4
+ 100.0%
$84.82 - $113.33 $339 - $453
8 $779K
CMCSA
Comcast Corp

Communication Services
18
+ 18.37%
$33.19 - $38.23 $597 - $688
116 $4.08M
BX
Blackstone Inc.

Financial Services
8
+ 40.0%
$136.53 - $186.74 $1.09K - $1.49K
28 $3.85M
OC
Owens Corning

Industrials
3
+ 300.0%
$137.83 - $191.19 $413 - $574
4 $565K
JCI
Johnson Controls International PLC

Industrials
5
+ 27.78%
$76.12 - $90.6 $381 - $453
23 $1.81M
NDAQ
Nasdaq, Inc.

Financial Services
6
+ 75.0%
$72.17 - $83.76 $433 - $503
14 $1.01M
MOH
Molina Healthcare, Inc.

Healthcare
1
+ 100.0%
$266.57 - $333.27 $267 - $333
2 $680K
MAR
Marriott International Inc

Consumer Cyclical
3
+ 42.86%
$237.01 - $304.45 $711 - $913
10 $2.33M
CCL
Carnival Corp

Consumer Cyclical
27
+ 93.1%
$19.08 - $28.49 $515 - $769
56 $1.1M
PANW
Palo Alto Networks Inc

Technology
3
+ 17.65%
$167.82 - $208.28 $503 - $625
20 $3.46M
CHTR
Charter Communications, Inc.

Communication Services
1
+ 50.0%
$334.89 - $384.77 $335 - $385
3 $1.04M
RJF
Raymond James Financial Inc

Financial Services
3
+ 100.0%
$137.62 - $172.64 $413 - $518
6 $818K
PAYX
Paychex Inc

Industrials
2
+ 20.0%
$136.06 - $154.52 $272 - $309
12 $1.75M
RBLX
Roblox Corp

Communication Services
6
+ 60.0%
$53.77 - $75.47 $323 - $453
16 $917K
TOST
Toast, Inc.

Technology
10
+ 250.0%
$32.61 - $41.98 $326 - $420
14 $481K
MAS
Masco Corp

Industrials
6
+ 85.71%
$68.67 - $81.85 $412 - $491
13 $829K
SWKS
Skyworks Solutions, Inc.

Technology
10
+ 100.0%
$64.12 - $93.96 $641 - $940
20 $1.21M
WLK
Westlake Corp

Basic Materials
4
+ 133.33%
$99.12 - $119.16 $396 - $477
7 $656K
ED
Consolidated Edison Inc

Utilities
2
+ 33.33%
$88.0 - $110.59 $176 - $221
8 $846K
FE
Firstenergy Corp

Utilities
8
+ 88.89%
$37.95 - $43.5 $304 - $348
17 $669K
WMB
Williams Companies, Inc.

Energy
4
+ 12.12%
$54.02 - $61.09 $216 - $244
37 $2.09M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
3
+ 75.0%
$98.98 - $113.18 $297 - $340
7 $724K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 16.67%
$232.43 - $265.13 $232 - $265
7 $1.74M
MO
Altria Group, Inc.

Consumer Defensive
2
+ 4.65%
$50.81 - $60.02 $102 - $120
45 $2.54M
CHD
Church & Dwight CO Inc

Consumer Defensive
3
+ 42.86%
$101.42 - $113.2 $304 - $340
10 $1.02M
FISV
Fiserv Inc

Technology
1
+ 6.67%
N/A
16 $3.37M
CBRE
Cbre Group, Inc.

Real Estate
3
+ 37.5%
$121.79 - $147.13 $365 - $441
11 $1.33M
AIG
American International Group, Inc.

Financial Services
1
+ 5.0%
$70.5 - $86.94 $70.5 - $86.9
21 $1.74M
RPM
Rpm International Inc

Basic Materials
3
+ 150.0%
$114.03 - $128.31 $342 - $385
5 $528K
IOT
Samsara Inc.

Technology
8
+ 88.89%
$34.06 - $60.96 $272 - $488
17 $671K
GFS
Globalfoundries Inc.

Technology
9
+ 112.5%
$36.53 - $46.01 $329 - $414
17 $615K
LDOS
Leidos Holdings, Inc.

Technology
2
+ 100.0%
$126.82 - $161.11 $254 - $322
4 $559K
HEI
Heico Corp

Industrials
1
+ 100.0%
$219.6 - $270.85 $220 - $271
2 $507K
ALB
Albemarle Corp

Basic Materials
6
+ 150.0%
$69.95 - $97.49 $420 - $585
10 $605K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
12
+ 100.0%
$25.0 - $39.76 $300 - $477
24 $662K
HST
Host Hotels & Resorts, Inc.

Real Estate
21
+ 150.0%
$14.21 - $17.45 $298 - $366
35 $498K
VEEV
Veeva Systems Inc

Healthcare
1
+ 20.0%
$210.58 - $246.8 $211 - $247
6 $1.3M
TROW
Price T Rowe Group Inc

Financial Services
4
+ 80.0%
$91.57 - $116.93 $366 - $468
9 $811K
WBS
Webster Financial Corp

Financial Services
6
+ 150.0%
$47.55 - $61.41 $285 - $368
10 $467K
NTRS
Northern Trust Corp

Financial Services
3
+ 75.0%
$96.09 - $113.81 $288 - $341
7 $653K
TW
Tradeweb Markets Inc.

Financial Services
2
+ 40.0%
$123.42 - $148.46 $247 - $297
7 $896K
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
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
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
CAH
Cardinal Health Inc

Healthcare
1
+ 12.5%
$118.02 - $137.77 $118 - $138
9 $1.17M
SYY
Sysco Corp

Consumer Defensive
10
+ 10.99%
$70.0 - $77.13 $700 - $771
101 $7.18M
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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