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
COP
Conocophillips

Energy
12
+ 9.16%
$82.66 - $106.1 $992 - $1.27K
143 $12.8M
RSG
Republic Services, Inc.

Industrials
3
+ 27.27%
$227.2 - $258.07 $682 - $774
14 $3.45M
AVB
Avalonbay Communities Inc

Real Estate
4
+ 400.0%
$187.23 - $215.61 $749 - $862
5 $1.02M
INTC
Intel Corp

Technology
30
+ 18.29%
$18.13 - $22.69 $544 - $681
194 $4.35M
FFIV
F5, Inc.

Technology
1
+ 5.88%
$239.25 - $295.9 $239 - $296
18 $5.3M
DTE
Dte Energy CO

Utilities
6
+ 100.0%
$127.39 - $139.49 $764 - $837
12 $1.59M
AME
Ametek Inc

Industrials
4
+ 100.0%
$151.41 - $182.75 $606 - $731
8 $1.45M
VMC
Vulcan Materials CO

Basic Materials
3
+ 300.0%
$226.49 - $276.01 $679 - $828
4 $1.04M
FAST
Fastenal CO

Industrials
38
+ 165.22%
$40.65 - $83.16 $1.54K - $3.16K
61 $2.56M
BLDR
Builders First Source, Inc.

Industrials
7
+ 350.0%
$105.63 - $131.12 $739 - $918
9 $1.05M
VTRS
Viatris Inc

Healthcare
82
+ 146.43%
$7.26 - $9.12 $595 - $748
138 $1.23M
PRU
Prudential Financial Inc

Financial Services
7
+ 63.64%
$95.12 - $112.71 $666 - $789
18 $1.93M
BFB
Brown Forman Corp Cl B
30
+ 1000.0%
N/A
33 $888K
PEG
Public Service Enterprise Group Inc

Utilities
9
+ 81.82%
$77.13 - $84.18 $694 - $758
20 $1.68M
SPG
Simon Property Group Inc

Real Estate
4
+ 22.22%
$140.37 - $171.44 $561 - $686
22 $3.54M
CFG
Citizens Financial Group Inc

Financial Services
12
+ 37.5%
$34.27 - $44.75 $411 - $537
44 $1.97M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3
+ 75.0%
$160.22 - $209.35 $481 - $628
7 $1.47M
PTC
Ptc Inc.

Technology
4
+ 133.33%
$136.74 - $173.24 $547 - $693
7 $1.21M
OSK
Oshkosh Corp

Industrials
6
+ 200.0%
$79.17 - $113.62 $475 - $682
9 $1.02M
EL
Estee Lauder Companies Inc

Consumer Defensive
5
+ 35.71%
$50.06 - $80.8 $250 - $404
19 $1.54M
WDAY
Workday, Inc.

Technology
3
+ 100.0%
$210.47 - $274.71 $631 - $824
6 $1.44M
HOLX
Hologic Inc

Healthcare
11
+ 275.0%
$52.73 - $65.22 $580 - $717
15 $977K
AKAM
Akamai Technologies Inc

Technology
9
+ 150.0%
N/A
15 $1.2M
BDX
Becton Dickinson & CO

Healthcare
6
+ 75.0%
$165.15 - $226.42 $991 - $1.36K
14 $2.41M
PFG
Principal Financial Group Inc

Financial Services
9
+ 150.0%
$69.56 - $86.19 $626 - $776
15 $1.19M
LHX
L3 Harris Technologies, Inc.

Industrials
2
+ 33.33%
$200.21 - $256.99 $400 - $514
8 $2.01M
HST
Host Hotels & Resorts, Inc.

Real Estate
44
+ 125.71%
$12.7 - $16.07 $559 - $707
79 $1.21M
VEEV
Veeva Systems Inc

Healthcare
1
+ 16.67%
$209.39 - $289.94 $209 - $290
7 $2.02M
EA
Electronic Arts Inc.

Communication Services
3
+ 30.0%
$132.53 - $159.7 $398 - $479
13 $2.08M
FE
Firstenergy Corp

Utilities
17
+ 100.0%
$38.31 - $43.17 $651 - $734
34 $1.37M
Liberty Media Corp Del Com Lbty One S C
6
+ 200.0%
N/A
9 $941K
TKR
Timken CO

Industrials
9
+ 225.0%
$57.34 - $74.03 $516 - $666
13 $943K
CAH
Cardinal Health Inc

Healthcare
2
+ 22.22%
$125.0 - $168.0 $250 - $336
11 $1.85M
FTNT
Fortinet, Inc.

Technology
4
+ 9.3%
$84.71 - $108.69 $339 - $435
47 $4.97M
Viking Holdings LTD Ord Shs
7
+ 28.0%
N/A
32 $1.71M
WY
Weyerhaeuser CO

Real Estate
26
+ 288.89%
$24.69 - $29.48 $642 - $766
35 $899K
AIG
American International Group, Inc.

Financial Services
7
+ 33.33%
$77.56 - $87.72 $543 - $614
28 $2.4M
CASY
Caseys General Stores Inc

Consumer Cyclical
1
+ 50.0%
$415.82 - $510.91 $416 - $511
3 $1.53M
NSC
Norfolk Southern Corp

Industrials
2
+ 50.0%
$206.34 - $257.46 $413 - $515
6 $1.54M
Noble Energy Corp
24
+ 1200.0%
N/A
26 $690K
KR
Kroger CO

Consumer Defensive
6
+ 17.14%
$64.62 - $74.0 $388 - $444
41 $2.94M
GLW
Corning Inc

Technology
5
+ 12.5%
$39.07 - $52.59 $195 - $263
45 $2.37M
UPS
United Parcel Service Inc

Industrials
6
+ 25.0%
$91.92 - $110.2 $552 - $661
30 $3.03M
DG
Dollar General Corp

Consumer Defensive
4
+ 66.67%
$86.02 - $114.95 $344 - $460
10 $1.14M
TYL
Tyler Technologies Inc

Technology
1
+ 100.0%
$521.68 - $592.84 $522 - $593
2 $1.19M
O
Realty Income Corp

Real Estate
7
+ 11.67%
$52.27 - $58.52 $366 - $410
67 $3.86M
CHD
Church & Dwight CO Inc

Consumer Defensive
7
+ 70.0%
$91.57 - $110.76 $641 - $775
17 $1.63M
DLTR
Dollar Tree, Inc.

Consumer Defensive
3
+ 25.0%
$67.22 - $100.51 $202 - $302
15 $1.49M
ROST
Ross Stores, Inc.

Consumer Cyclical
6
+ 37.5%
$126.62 - $154.26 $760 - $926
22 $2.81M
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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