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
HAS
Hasbro, Inc.

Consumer Cyclical
4
+ 80.0%
$56.16 - $69.06 $225 - $276
9 $497K
EXC
Exelon Corp

Utilities
2
+ 11.11%
$37.3 - $46.08 $74.6 - $92.2
20 $886K
FOX
Fox Corp Cl B (De)

Communication Services
4
+ 66.67%
$45.64 - $54.23 $183 - $217
10 $477K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
4
+ 66.67%
$61.25 - $72.83 $245 - $291
10 $594K
EA
Electronic Arts Inc.

Communication Services
2
+ 25.0%
$116.53 - $146.29 $233 - $293
10 $1.37M
EIX
Edison International

Utilities
6
+ 100.0%
$50.06 - $80.01 $300 - $480
12 $673K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
4
+ 100.0%
$45.62 - $51.12 $182 - $204
8 $382K
DLR
Digital Realty Trust, Inc.

Real Estate
3
+ 37.5%
$142.1 - $183.56 $426 - $551
11 $1.6M
DTE
Dte Energy CO

Utilities
1
+ 20.0%
$117.6 - $138.27 $118 - $138
6 $783K
BAH
Booz Allen Hamilton Holding Corp

Industrials
2
+ 100.0%
$102.72 - $143.06 $205 - $286
4 $432K
PEAK
Healthpeak Properties, Inc.

Real Estate
11
+ 52.38%
N/A
32 $596K
BIO
Bio Rad Laboratories, Inc.

Healthcare
1
+ 100.0%
$243.0 - $367.0 $243 - $367
2 $498K
PFG
Principal Financial Group Inc

Financial Services
2
+ 50.0%
$76.34 - $89.04 $153 - $178
6 $464K
GRMN
Garmin LTD

Technology
1
+ 33.33%
$204.55 - $241.93 $205 - $242
4 $771K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1
+ 20.0%
$106.31 - $123.73 $106 - $124
6 $698K
Veralto Corp Com Shs
2
+ 66.67%
N/A
5 $456K
AEE
Ameren Corp

Utilities
1
+ 14.29%
$86.87 - $103.67 $86.9 - $104
8 $771K
BSY
Bentley Systems Inc

Technology
4
+ 80.0%
$39.34 - $47.7 $157 - $191
9 $379K
WRB
Berkley W R Corp

Financial Services
1
+ 11.11%
$56.7 - $71.27 $56.7 - $71.3
10 $669K
SKX
Skechers Usa Inc

Consumer Cyclical
4
+ 100.0%
$54.98 - $78.24 $220 - $313
8 $405K
GDDY
Go Daddy Inc.

Technology
1
+ 50.0%
$172.13 - $214.35 $172 - $214
3 $522K
EQT
Eqt Corp

Energy
1
+ 5.26%
$46.16 - $54.25 $46.2 - $54.3
20 $1M
CNP
Centerpoint Energy Inc

Utilities
1
+ 5.26%
$30.87 - $36.25 $30.9 - $36.3
20 $725K
UNM
Unum Group

Financial Services
1
+ 10.0%
$71.8 - $83.34 $71.8 - $83.3
11 $846K
ADM
Archer Daniels Midland CO

Consumer Defensive
4
+ 40.0%
$45.22 - $52.17 $181 - $209
14 $621K
AOS
Smith A O Corp

Industrials
2
+ 100.0%
$65.16 - $72.69 $130 - $145
4 $250K
EQH
Equitable Holdings, Inc.

Financial Services
2
+ 33.33%
$47.64 - $55.68 $95.3 - $111
8 $397K
ROK
Rockwell Automation, Inc

Industrials
1
+ 33.33%
$255.29 - $303.75 $255 - $304
4 $970K
NUE
Nucor Corp

Basic Materials
1
+ 33.33%
$114.48 - $142.52 $114 - $143
4 $462K
EL
Estee Lauder Companies Inc

Consumer Defensive
5
+ 55.56%
$64.26 - $85.48 $321 - $427
14 $786K
AAL
American Airlines Group Inc.

Industrials
51
+ 69.86%
N/A
124 $1.38M
MPC
Marathon Petroleum Corp

Energy
1
+ 33.33%
$134.72 - $159.03 $135 - $159
4 $526K
FNF
Fidelity National Financial, Inc.

Financial Services
1
+ 12.5%
$54.25 - $65.27 $54.3 - $65.3
9 $550K
PPL
Ppl Corp

Utilities
2
+ 11.11%
$31.68 - $36.11 $63.4 - $72.2
20 $683K
VLO
Valero Energy Corp

Energy
1
+ 33.33%
$121.76 - $142.99 $122 - $143
4 $464K
EMN
Eastman Chemical CO

Basic Materials
2
+ 28.57%
$87.05 - $103.47 $174 - $207
9 $733K
ACGL
Arch Capital Group Ltd.

Financial Services
1
+ 33.33%
$88.13 - $96.94 $88.1 - $96.9
4 $366K
LKQ
Lkq Corp

Consumer Cyclical
1
+ 11.11%
$36.24 - $44.05 $36.2 - $44.1
10 $416K
PWR
Quanta Services, Inc.

Industrials
1
+ 25.0%
$236.71 - $358.03 $237 - $358
5 $1.35M
DDOG
Datadog, Inc.

Technology
5
+ 55.56%
$98.68 - $151.89 $493 - $759
14 $1.36M
AKAM
Akamai Technologies Inc

Technology
2
+ 50.0%
N/A
6 $458K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
1
+ 25.0%
$54.94 - $69.15 $54.9 - $69.2
5 $301K
TECH
Bio Techne Corp

Healthcare
3
+ 60.0%
$58.47 - $78.75 $175 - $236
8 $433K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
4
+ 44.44%
$25.93 - $29.28 $104 - $117
13 $325K
ONTO
Onto Innovation Inc.

Technology
1
+ 50.0%
$122.07 - $224.5 $122 - $225
3 $400K
BERY
Berry Global Group, Inc.

Consumer Cyclical
1
+ 33.33%
$64.35 - $73.03 $64.4 - $73
4 $260K
FOXA
Fox Corp

Communication Services
1
+ 50.0%
$47.9 - $58.0 $47.9 - $58
3 $155K
LUV
Southwest Airlines CO

Industrials
3
+ 33.33%
$28.18 - $34.84 $84.5 - $105
12 $343K
AR
Antero Resources Corp

Energy
1
+ 16.67%
$33.64 - $41.42 $33.6 - $41.4
7 $244K
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