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
XPO
Xpo Logistics, Inc.

Industrials
-3
- 75.0%
$106.12 - $148.16 $318 - $444
1 $106K
EW
Edwards Lifesciences Corp

Healthcare
-5
- 31.25%
$67.95 - $76.19 $340 - $381
11 $769K
UTHR
United Therapeutics Corp

Healthcare
-1
- 50.0%
$304.42 - $380.78 $304 - $381
1 $293K
DXCM
Dexcom Inc

Healthcare
-4
- 30.77%
$67.74 - $90.75 $271 - $363
9 $602K
PR
Permian Resources Corporation

Energy
-24
- 48.98%
$12.33 - $16.0 $296 - $384
25 $297K
UHALB
Amerco Com Ser N
-6
- 66.67%
N/A
3 $172K
OXY
Occidental Petroleum Corp

Energy
-4
- 15.38%
$45.45 - $52.7 $182 - $211
22 $885K
AGCO
Agco Corp

Industrials
-4
- 57.14%
$88.82 - $106.69 $355 - $427
3 $257K
NOC
Northrop Grumman Corp

Industrials
-1
- 33.33%
$433.45 - $513.82 $433 - $514
2 $1.03M
FMC
Fmc Corp

Basic Materials
-7
- 77.78%
$34.54 - $56.38 $242 - $395
2 $75K
PKI
Perkinelmer Inc

Healthcare
-3
- 60.0%
N/A
2 $203K
PHM
Pultegroup Inc

Consumer Cyclical
-3
- 60.0%
$101.09 - $118.51 $303 - $356
2 $194K
ROIV
Roivant Sciences Ltd.

Healthcare
-29
- 87.88%
$10.17 - $12.08 $295 - $350
4 $40K
KIM
Kimco Realty Corp

Real Estate
-13
- 50.0%
$20.15 - $23.42 $262 - $304
13 $262K
JEF
Jefferies Financial Group Inc.

Financial Services
-2
- 25.0%
$52.22 - $81.31 $104 - $163
6 $283K
ARMK
Aramark

Industrials
-8
- 42.11%
$34.13 - $39.63 $273 - $317
11 $374K
Aptiv PLC Com Shs
-5
- 50.0%
N/A
5 $272K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-27
- 81.82%
$8.92 - $11.7 $241 - $316
6 $54K
CDAY
Ceridian Hcm Holding Inc.

Technology
-3
- 30.0%
N/A
7 $394K
SYK
Stryker Corp

Healthcare
-1
- 8.33%
$355.18 - $399.9 $355 - $400
11 $3.99M
ATR
Aptargroup, Inc.

Healthcare
-2
- 66.67%
$141.7 - $159.83 $283 - $320
1 $144K
Annaly Capital Management Inc Com New
-18
- 39.13%
N/A
28 $527K
HBAN
Huntington Bancshares Inc

Financial Services
-16
- 45.71%
$14.28 - $17.39 $228 - $278
19 $260K
PCG
Pg&E Corp

Utilities
-5
- 7.81%
$15.16 - $20.4 $75.8 - $102
59 $992K
VST
Vistra Corp.

Utilities
-1
- 11.11%
$108.49 - $191.89 $108 - $192
8 $944K
UNP
Union Pacific Corp

Industrials
-1
- 6.25%
$225.21 - $254.42 $225 - $254
15 $3.35M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-3
- 27.27%
$38.18 - $50.93 $115 - $153
8 $270K
Cooper Cos Inc Com
-3
- 75.0%
N/A
1 $78K
RF
Regions Financial Corp

Financial Services
-10
- 40.0%
$20.84 - $24.77 $208 - $248
15 $300K
JLL
Jones Lang Lasalle Inc

Real Estate
-1
- 50.0%
$238.0 - $284.76 $238 - $285
1 $223K
PEG
Public Service Enterprise Group Inc

Utilities
-3
- 21.43%
$78.2 - $90.39 $235 - $271
11 $900K
PRI
Primerica, Inc.

Financial Services
-1
- 50.0%
$271.41 - $296.43 $271 - $296
1 $263K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-1
- 0.1%
$13.05 - $13.97 $13.1 - $14
957 $12.2M
VMC
Vulcan Materials CO

Basic Materials
-1
- 50.0%
$220.9 - $277.54 $221 - $278
1 $240K
PKG
Packaging Corp Of America

Consumer Cyclical
-1
- 50.0%
$192.03 - $242.13 $192 - $242
1 $189K
STT
State Street Corp

Financial Services
-2
- 33.33%
$84.47 - $102.23 $169 - $204
4 $329K
RNR
Renaissancere Holdings LTD

Financial Services
-1
- 50.0%
$226.55 - $263.22 $227 - $263
1 $239K
RS
Reliance Steel & Aluminum CO

Basic Materials
-1
- 50.0%
$266.61 - $302.66 $267 - $303
1 $280K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-2
- 33.33%
$96.18 - $109.82 $192 - $220
4 $368K
ALGN
Align Technology Inc

Healthcare
-1
- 50.0%
$158.86 - $234.89 $159 - $235
1 $165K
BXP
Boston Properties Inc

Real Estate
-2
- 20.0%
$63.97 - $74.91 $128 - $150
8 $493K
MTB
M&T Bank Corp

Financial Services
-1
- 25.0%
$170.47 - $201.98 $170 - $202
3 $504K
ENTG
Entegris Inc

Technology
-2
- 50.0%
$87.48 - $109.53 $175 - $219
2 $157K
ACM
Aecom

Industrials
-2
- 50.0%
$92.54 - $111.05 $185 - $222
2 $190K
NDSN
Nordson Corp

Industrials
-1
- 50.0%
$200.12 - $224.07 $200 - $224
1 $187K
AVY
Avery Dennison Corp

Industrials
-1
- 33.33%
$174.58 - $195.91 $175 - $196
2 $338K
CDW
Cdw Corp

Technology
-1
- 25.0%
$160.26 - $206.13 $160 - $206
3 $478K
KEYS
Keysight Technologies, Inc.

Technology
-1
- 25.0%
$148.16 - $185.11 $148 - $185
3 $428K
WY
Weyerhaeuser CO

Real Estate
-7
- 43.75%
$27.29 - $31.39 $191 - $220
9 $239K
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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