Principia Wealth Advisory, LLC New Holdings in Q1 2025

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NWS
News Corp New Cl B Com Stk (De

Communication Services
14
New
$29.66 - $35.0 $415 - $490
14 $423K
ESTC
Elastic N.V.

Technology
5
New
$89.1 - $117.76 $446 - $589
5 $417K
X
United States Steel Corp

Basic Materials
9
New
$30.47 - $43.0 $274 - $387
9 $406K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
22
New
$18.53 - $29.07 $408 - $640
22 $405K
CACI
Caci International Inc

Technology
1
New
N/A
1 $404K
TREX
Trex CO Inc

Industrials
7
New
$54.0 - $74.44 $378 - $521
7 $401K
POR
Portland General Electric CO

Utilities
9
New
$40.56 - $45.24 $365 - $407
9 $381K
EVR
Evercore Inc.

Financial Services
2
New
$190.28 - $291.27 $381 - $583
2 $379K
LECO
Lincoln Electric Holdings Inc

Industrials
2
New
$180.51 - $216.81 $361 - $434
2 $369K
SEIC
Sei Investments CO

Financial Services
5
New
$72.08 - $86.58 $360 - $433
5 $365K
CLF
Cleveland Cliffs Inc.

Basic Materials
45
New
$8.22 - $12.02 $370 - $541
45 $358K
FLS
Flowserve Corp

Industrials
8
New
$46.47 - $64.75 $372 - $518
8 $357K
SSB
South State Corp

Financial Services
4
New
$89.4 - $108.33 $358 - $433
4 $349K
RE
Everest Re Group LTD

Financial Services
1
New
N/A
1 $348K
CADE
Cadence Bank

Financial Services
12
New
$29.1 - $35.93 $349 - $431
12 $346K
LAMR
Lamar Advertising CO

Real Estate
3
New
$110.65 - $132.9 $332 - $399
3 $341K
DUOL
Duolingo, Inc.

Technology
1
New
$272.49 - $441.39 $272 - $441
1 $337K
ALLY
Ally Financial Inc.

Financial Services
10
New
$32.99 - $40.09 $330 - $401
10 $337K
COLB
Columbia Banking System, Inc.

Financial Services
15
New
$23.89 - $28.84 $358 - $433
15 $333K
LFUS
Littelfuse Inc

Technology
2
New
$196.74 - $255.16 $393 - $510
2 $333K
CMA
Comerica Inc

Financial Services
6
New
$56.11 - $68.38 $337 - $410
6 $331K
Ftai Aviation LTD Shs
3
New
N/A
3 $327K
MHK
Mohawk Industries Inc

Consumer Cyclical
3
New
$110.92 - $130.83 $333 - $392
3 $327K
WMS
Advanced Drainage Systems, Inc.

Industrials
3
New
$105.29 - $126.99 $316 - $381
3 $326K
CNHI
Cnh Industrial N.V.

Industrials
28
New
N/A
28 $325K
WFRD
Weatherford International PLC

Energy
7
New
$51.89 - $74.8 $363 - $524
7 $322K
MTCH
Match Group, Inc.

Communication Services
11
New
$30.08 - $36.47 $331 - $401
11 $321K
OMF
One Main Holdings, Inc.

Financial Services
7
New
$45.35 - $58.06 $317 - $406
7 $320K
CFLT
Confluent, Inc.

Technology
14
New
$23.44 - $37.65 $328 - $527
14 $320K
ROKU
Roku, Inc

Communication Services
5
New
$67.36 - $99.07 $337 - $495
5 $319K
Sharkninja Inc Com Shs
4
New
N/A
4 $315K
WTFC
Wintrust Financial Corp

Financial Services
3
New
$107.76 - $136.92 $323 - $411
3 $312K
VNT
Vontier Corp

Technology
10
New
$32.1 - $40.32 $321 - $403
10 $312K
WCC
Wesco International Inc

Industrials
2
New
$155.3 - $199.95 $311 - $400
2 $308K
ARW
Arrow Electronics Inc

Technology
3
New
$101.93 - $119.3 $306 - $358
3 $303K
MEDP
Medpace Holdings, Inc.

Healthcare
1
New
$304.69 - $360.97 $305 - $361
1 $303K
BFA
Brown Forman Corp Cl A
9
New
N/A
9 $303K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
2
New
$154.39 - $176.55 $309 - $353
2 $302K
NWSA
News Corp

Communication Services
11
New
$26.29 - $30.49 $289 - $335
11 $288K
PVH
Pvh Corp.

Consumer Cyclical
4
New
$63.81 - $107.78 $255 - $431
4 $283K
LSTR
Landstar System Inc

Industrials
2
New
$146.63 - $177.82 $293 - $356
2 $282K
BEN
Franklin Resources Inc

Financial Services
15
New
$18.92 - $22.24 $284 - $334
15 $279K
TTC
Toro CO

Industrials
4
New
$71.86 - $87.28 $287 - $349
4 $276K
PEN
Penumbra Inc

Healthcare
1
New
$237.28 - $303.76 $237 - $304
1 $275K
Lineage Inc Com
5
New
N/A
5 $274K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
9
New
$28.45 - $41.08 $256 - $370
9 $270K
Lazard Inc Com
7
New
N/A
7 $269K
OSK
Oshkosh Corp

Industrials
3
New
$89.56 - $116.4 $269 - $349
3 $267K
BPOP
Popular, Inc.

Financial Services
3
New
$87.14 - $106.33 $261 - $319
3 $261K
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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