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
OMC
Omnicom Group Inc.

Communication Services
9
+ 128.57%
$69.22 - $79.77 $623 - $718
16 $1.15M
CRBG
Corebridge Financial, Inc.

Financial Services
17
+ 1700.0%
$25.41 - $35.83 $432 - $609
18 $639K
BAH
Booz Allen Hamilton Holding Corp

Industrials
6
+ 150.0%
$99.97 - $129.69 $600 - $778
10 $1.04M
TSCO
Tractor Supply CO

Consumer Cyclical
11
+ 73.33%
$47.86 - $55.77 $526 - $613
26 $1.37M
CHTR
Charter Communications, Inc.

Communication Services
1
+ 33.33%
$321.68 - $427.25 $322 - $427
4 $1.64M
KEY
Keycorp

Financial Services
30
+ 150.0%
$13.23 - $17.42 $397 - $523
50 $871K
DCI
Donaldson CO Inc

Industrials
8
+ 200.0%
$59.18 - $71.02 $473 - $568
12 $832K
STAG
Stag Industrial, Inc.

Real Estate
15
+ 214.29%
$30.08 - $37.02 $451 - $555
22 $798K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
8
+ 800.0%
$67.83 - $92.33 $543 - $739
9 $654K
TWLO
Twilio Inc

Communication Services
2
+ 20.0%
$81.34 - $124.36 $163 - $249
12 $1.49M
UTHR
United Therapeutics Corp

Healthcare
2
+ 200.0%
$276.47 - $328.4 $553 - $657
3 $862K
MOS
Mosaic CO

Basic Materials
9
+ 45.0%
$22.76 - $36.95 $205 - $333
29 $1.06M
OTIS
Otis Worldwide Corp

Industrials
5
+ 35.71%
$90.88 - $104.3 $454 - $522
19 $1.88M
SBAC
Sba Communications Corp

Real Estate
2
+ 50.0%
$208.57 - $243.4 $417 - $487
6 $1.41M
ALLY
Ally Financial Inc.

Financial Services
13
+ 130.0%
$30.09 - $38.95 $391 - $506
23 $896K
LYV
Live Nation Entertainment, Inc.

Communication Services
2
+ 15.38%
$118.81 - $151.28 $238 - $303
15 $2.27M
WTFC
Wintrust Financial Corp

Financial Services
4
+ 133.33%
$95.17 - $124.21 $381 - $497
7 $868K
MET
Metlife Inc

Financial Services
6
+ 42.86%
$68.42 - $82.49 $411 - $495
20 $1.61M
AEP
American Electric Power CO Inc

Utilities
5
+ 20.0%
$98.59 - $109.11 $493 - $546
30 $3.11M
LKQ
Lkq Corp

Consumer Cyclical
16
+ 160.0%
$36.86 - $43.38 $590 - $694
26 $962K
AOS
Smith A O Corp

Industrials
8
+ 200.0%
$59.63 - $70.52 $477 - $564
12 $787K
STE
Steris PLC

Healthcare
2
+ 66.67%
$208.55 - $252.55 $417 - $505
5 $1.2M
ABNB
Airbnb, Inc.

Consumer Cyclical
2
+ 8.33%
$105.69 - $140.64 $211 - $281
26 $3.44M
EWBC
East West Bancorp Inc

Financial Services
5
+ 500.0%
$71.03 - $101.75 $355 - $509
6 $606K
KBH
Kb Home

Consumer Cyclical
10
+ 166.67%
$50.15 - $58.93 $502 - $589
16 $848K
STLD
Steel Dynamics Inc

Basic Materials
4
+ 200.0%
N/A
6 $768K
EOG
Eog Resources Inc

Energy
4
+ 50.0%
$104.61 - $129.97 $418 - $520
12 $1.44M
BKR
Baker Hughes CO

Energy
14
+ 29.79%
$35.0 - $44.92 $490 - $629
61 $2.34M
CADE
Cadence Bank

Financial Services
15
+ 125.0%
$26.42 - $32.41 $396 - $486
27 $863K
EQT
Eqt Corp

Energy
6
+ 30.0%
$46.11 - $60.44 $277 - $363
26 $1.52M
HSY
Hershey CO

Consumer Defensive
3
+ 100.0%
$151.29 - $173.13 $454 - $519
6 $996K
DRI
Darden Restaurants Inc

Consumer Cyclical
2
+ 66.67%
$186.58 - $225.78 $373 - $452
5 $1.09M
GPC
Genuine Parts CO

Consumer Cyclical
4
+ 200.0%
$105.54 - $129.09 $422 - $516
6 $728K
CHK
Chesapeake Energy Corp

Energy
3
+ 27.27%
N/A
14 $1.64M
Kenvue Inc Com
27
+ 31.03%
N/A
114 $2.39M
AMT
American Tower Corp

Real Estate
1
+ 5.0%
$203.96 - $228.19 $204 - $228
21 $4.64M
CBRE
Cbre Group, Inc.

Real Estate
2
+ 18.18%
$113.94 - $140.12 $228 - $280
13 $1.82M
Bunge Global Sa Com Shs
6
+ 600.0%
N/A
7 $562K
CMCSA
Comcast Corp

Communication Services
12
+ 10.34%
$32.84 - $36.72 $394 - $441
128 $4.57M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
22
+ 100.0%
$15.5 - $20.28 $341 - $446
44 $892K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1
+ 50.0%
$283.31 - $388.96 $283 - $389
3 $1.13M
DHR
Danaher Corp

Healthcare
2
+ 12.5%
$174.64 - $205.16 $349 - $410
18 $3.56M
ATO
Atmos Energy Corp

Utilities
3
+ 75.0%
$145.06 - $162.66 $435 - $488
7 $1.08M
EQR
Equity Residential

Real Estate
7
+ 53.85%
$61.82 - $71.72 $433 - $502
20 $1.35M
GRMN
Garmin LTD

Technology
2
+ 50.0%
$173.63 - $218.07 $347 - $436
6 $1.25M
CIEN
Ciena Corp

Technology
4
+ 50.0%
$53.5 - $83.89 $214 - $336
12 $976K
NTNX
Nutanix, Inc.

Technology
4
+ 25.0%
$58.17 - $83.07 $233 - $332
20 $1.53M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
3
+ 150.0%
$139.81 - $165.8 $419 - $497
5 $777K
PEAK
Healthpeak Properties, Inc.

Real Estate
29
+ 90.63%
N/A
61 $1.07M
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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