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
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-1
- 25.0%
$233.07 - $290.7 $233 - $291
3 $730K
DOV
Dover Corp

Industrials
-1
- 50.0%
$174.65 - $206.43 $175 - $206
1 $166K
ELS
Equity Lifestyle Properties Inc

Real Estate
-3
- 75.0%
$64.36 - $69.32 $193 - $208
1 $64K
ZION
Zions Bancorporation, National Association

Financial Services
-1
- 5.56%
$47.0 - $59.03 $47 - $59
17 $777K
Smurfit Westrock PLC Shs
-1
- 7.14%
N/A
13 $555K
FAF
First American Financial Corp

Financial Services
-3
- 50.0%
$57.7 - $66.47 $173 - $199
3 $184K
EOG
Eog Resources Inc

Energy
-1
- 11.11%
$120.54 - $138.05 $121 - $138
8 $912K
HRL
Hormel Foods Corp

Consumer Defensive
-6
- 85.71%
$28.29 - $31.52 $170 - $189
1 $30K
AMH
American Homes 4 Rent

Real Estate
-5
- 83.33%
$34.43 - $37.81 $172 - $189
1 $35K
DVN
Devon Energy Corp

Energy
-5
- 29.41%
$33.15 - $38.55 $166 - $193
12 $373K
JKHY
Henry Jack & Associates Inc

Technology
-1
- 50.0%
$166.47 - $191.28 $166 - $191
1 $171K
CINF
Cincinnati Financial Corp

Financial Services
-1
- 20.0%
$133.67 - $147.81 $134 - $148
4 $539K
SCI
Service Corp International

Consumer Cyclical
-2
- 33.33%
$75.99 - $84.16 $152 - $168
4 $300K
GGG
Graco Inc

Industrials
-2
- 50.0%
$80.53 - $87.54 $161 - $175
2 $158K
FIS
Fidelity National Information Services, Inc.

Technology
-1
- 8.33%
$68.12 - $83.42 $68.1 - $83.4
11 $797K
Jacobs Solutions Inc Com
-1
- 33.33%
N/A
2 $237K
GIS
General Mills Inc

Consumer Defensive
-2
- 25.0%
$57.56 - $65.3 $115 - $131
6 $348K
Bunge Global Sa Com Shs
-2
- 66.67%
N/A
1 $74K
HUM
Humana Inc

Healthcare
-1
- 25.0%
$249.11 - $303.11 $249 - $303
3 $857K
PNR
Pentair PLC

Industrials
-1
- 25.0%
$84.0 - $105.35 $84 - $105
3 $252K
AVTR
Avantor, Inc.

Basic Materials
-6
- 60.0%
$15.5 - $22.57 $93 - $135
4 $64K
TRMB
Trimble Inc.

Technology
-1
- 11.11%
$65.52 - $77.49 $65.5 - $77.5
8 $492K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-5
- 71.43%
$25.27 - $28.3 $126 - $142
2 $50K
MTDR
Matador Resources CO

Energy
-1
- 14.29%
$44.79 - $63.77 $44.8 - $63.8
6 $255K
BFB
Brown Forman Corp Cl B
-3
- 50.0%
N/A
3 $102K
THC
Tenet Healthcare Corp

Healthcare
-1
- 50.0%
$119.51 - $144.98 $120 - $145
1 $131K
CPT
Camden Property Trust

Real Estate
-1
- 50.0%
$109.16 - $125.53 $109 - $126
1 $112K
PCOR
Procore Technologies, Inc.

Technology
-1
- 20.0%
$65.21 - $88.33 $65.2 - $88.3
4 $255K
EWBC
East West Bancorp Inc

Financial Services
-1
- 50.0%
$84.35 - $103.91 $84.4 - $104
1 $77K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-1
- 25.0%
N/A
3 $162K
HQY
Healthequity, Inc.

Healthcare
-1
- 50.0%
$84.32 - $114.51 $84.3 - $115
1 $83K
QRVO
Qorvo, Inc.

Technology
-1
- 20.0%
$69.12 - $90.57 $69.1 - $90.6
4 $248K
KMX
Carmax Inc

Consumer Cyclical
-1
- 12.5%
$69.25 - $89.19 $69.3 - $89.2
7 $560K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-5
- 15.63%
$30.38 - $34.94 $152 - $175
27 $937K
DGX
Quest Diagnostics Inc

Healthcare
-1
- 16.67%
N/A
5 $820K
MKC
Mccormick & CO Inc

Consumer Defensive
-1
- 16.67%
$71.24 - $84.73 $71.2 - $84.7
5 $380K
INSM
Insmed Inc

Healthcare
-1
- 20.0%
$65.25 - $83.83 $65.3 - $83.8
4 $270K
CHX
Champion X Corp

Energy
-2
- 22.22%
$27.3 - $31.27 $54.6 - $62.5
7 $177K
JNPR
Juniper Networks Inc

Technology
-1
- 50.0%
$34.38 - $39.03 $34.4 - $39
1 $35K
TAP
Molson Coors Beverage CO

Consumer Defensive
-1
- 9.09%
$52.44 - $62.91 $52.4 - $62.9
10 $606K
MOS
Mosaic CO

Basic Materials
-1
- 4.76%
$23.08 - $28.8 $23.1 - $28.8
20 $494K
EXEL
Exelixis, Inc.

Healthcare
-1
- 4.35%
$32.38 - $39.16 $32.4 - $39.2
22 $777K
DBND
Doubleline ETF Tr Opportunisti

ETFs
-18
- 0.21%
$44.88 - $46.36 $808 - $834
8.62K $392M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-150
- 10.71%
$24.11 - $28.08 $3.62K - $4.21K
1.25K $34.2M
SGOL
Abrdn Gold ETF Trust

ETFs
-1.11K
- 9.95%
$25.14 - $29.39 $27.8K - $32.5K
10K $295M
GLD
Spdr Gold Trust

ETFs
-76
- 7.65%
$243.19 - $288.14 $18.5K - $21.9K
917 $262M
SLV
I Shares Silver Trust

ETFs
-1.52K
- 1.64%
$26.93 - $31.32 $40.8K - $47.5K
90.7K $2.54B
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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