Principia Wealth Advisory, LLC Reduced Holdings in Q1 2025

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MCO
Moodys Corp

Financial Services
-2
- 40.0%
$437.8 - $527.48 $876 - $1.05K
3 $1.32M
CARR
Carrier Global Corp

Industrials
-14
- 56.0%
$62.07 - $70.55 $869 - $988
11 $668K
MCHP
Microchip Technology Inc

Technology
-17
- 89.47%
$48.41 - $64.3 $823 - $1.09K
2 $90K
DHI
Horton D R Inc

Consumer Cyclical
-7
- 87.5%
$125.29 - $147.65 $877 - $1.03K
1 $121K
VRT
Vertiv Holdings CO

Industrials
-7
- 63.64%
N/A
4 $291K
PSA
Public Storage

Real Estate
-3
- 60.0%
$288.99 - $313.98 $867 - $942
2 $565K
WDAY
Workday, Inc.

Technology
-3
- 50.0%
$233.53 - $277.82 $701 - $833
3 $694K
HUBS
Hubspot Inc

Technology
-1
- 50.0%
$571.29 - $819.71 $571 - $820
1 $549K
PTC
Ptc Inc.

Technology
-4
- 57.14%
$153.3 - $193.48 $613 - $774
3 $448K
URI
United Rentals, Inc.

Industrials
-1
- 50.0%
$594.17 - $789.56 $594 - $790
1 $611K
TTD
Trade Desk, Inc.

Technology
-1
- 9.09%
$53.59 - $126.58 $53.6 - $127
10 $541K
CL
Colgate Palmolive CO

Consumer Defensive
-8
- 32.0%
$85.68 - $97.5 $685 - $780
17 $1.53M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2
- 7.14%
$65.15 - $91.81 $130 - $184
26 $1.66M
Ferguson Enterprises Inc Common Stock New
-4
- 57.14%
N/A
3 $494K
PCAR
Paccar Inc

Industrials
-6
- 40.0%
$96.91 - $112.51 $581 - $675
9 $845K
COIN
Coinbase Global, Inc.

Technology
-2
- 40.0%
$172.23 - $301.3 $344 - $603
3 $531K
KEY
Keycorp

Financial Services
-37
- 64.91%
$15.15 - $18.3 $561 - $677
20 $290K
AVB
Avalonbay Communities Inc

Real Estate
-3
- 75.0%
$207.86 - $228.08 $624 - $684
1 $200K
OKE
Oneok Inc

Energy
-5
- 31.25%
$89.57 - $109.85 $448 - $549
11 $933K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-2
- 20.0%
$168.84 - $202.89 $338 - $406
8 $1.28M
TFC
Truist Financial Corp

Financial Services
-13
- 46.43%
$39.48 - $48.15 $513 - $626
15 $570K
EXR
Extra Space Storage Inc.

Real Estate
-4
- 57.14%
$143.8 - $161.28 $575 - $645
3 $407K
PSTG
Pure Storage, Inc.

Technology
-10
- 90.91%
$44.27 - $72.37 $443 - $724
1 $45K
DAL
Delta Air Lines, Inc.

Industrials
-9
- 69.23%
$43.6 - $69.06 $392 - $622
4 $177K
XYL
Xylem Inc.

Industrials
-5
- 55.56%
$114.02 - $132.04 $570 - $660
4 $442K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-6
- 85.71%
$92.51 - $102.81 $555 - $617
1 $81K
MET
Metlife Inc

Financial Services
-6
- 30.0%
$77.7 - $87.0 $466 - $522
14 $1.05M
FANG
Diamondback Energy, Inc.

Energy
-3
- 50.0%
$139.9 - $180.18 $420 - $541
3 $405K
Flutter Entmt PLC Shs
-2
- 50.0%
N/A
2 $473K
WDC
Western Digital Corp

Technology
-8
- 72.73%
$40.43 - $72.03 $323 - $576
3 $109K
UDR
Udr, Inc.

Real Estate
-12
- 54.55%
$40.09 - $46.04 $481 - $552
10 $411K
NLOK
Norton Life Lock Inc.

Technology
-19
- 63.33%
N/A
11 $280K
CSX
Csx Corp

Industrials
-12
- 22.22%
$29.11 - $33.67 $349 - $404
42 $1.2M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-3
- 37.5%
$103.02 - $140.69 $309 - $422
5 $478K
UAL
United Airlines Holdings, Inc.

Industrials
-4
- 44.44%
$69.05 - $110.52 $276 - $442
5 $354K
NSC
Norfolk Southern Corp

Industrials
-2
- 33.33%
$227.69 - $259.76 $455 - $520
4 $888K
EME
Emcor Group, Inc.

Industrials
-1
- 50.0%
$361.16 - $535.99 $361 - $536
1 $391K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-1
- 50.0%
$314.47 - $431.35 $314 - $431
1 $363K
CRL
Charles River Laboratories International, Inc.

Healthcare
-2
- 40.0%
$150.52 - $190.14 $301 - $380
3 $417K
NBIX
Neurocrine Biosciences Inc

Healthcare
-3
- 60.0%
$107.22 - $153.29 $322 - $460
2 $191K
HUBB
Hubbell Inc

Industrials
-1
- 50.0%
$330.91 - $456.86 $331 - $457
1 $352K
ABC
Amerisourcebergen Corp

Healthcare
-3
- 42.86%
N/A
4 $1.1M
ZM
Zoom Video Communications, Inc.

Technology
-5
- 41.67%
$72.23 - $88.64 $361 - $443
7 $503K
STLD
Steel Dynamics Inc

Basic Materials
-4
- 66.67%
N/A
2 $245K
AME
Ametek Inc

Industrials
-2
- 33.33%
$170.39 - $190.43 $341 - $381
4 $644K
ZTS
Zoetis Inc.

Healthcare
-2
- 15.38%
$156.48 - $175.67 $313 - $351
11 $1.69M
DT
Dynatrace, Inc.

Technology
-6
- 35.29%
$47.15 - $62.42 $283 - $375
11 $496K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-4
- 80.0%
$80.4 - $106.5 $322 - $426
1 $78K
ANSS
Ansys Inc

Technology
-1
- 25.0%
$316.56 - $360.36 $317 - $360
3 $929K
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