Principia Wealth Advisory, LLC Sells in Q1 2025

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PFE
Pfizer Inc

Healthcare
-69
- 42.59%
$25.01 - $27.13 $1.73K - $1.87K
93 $2.09M
LMT
Lockheed Martin Corp

Industrials
-4
- 66.67%
$423.19 - $506.29 $1.69K - $2.03K
2 $924K
VIG
Vanguard Dividend Appreciation

ETFs
-10
Closed
N/A
0 $0
MRVL
Marvell Technology, Inc.

Technology
-14
- 63.64%
$61.57 - $126.06 $862 - $1.76K
8 $488K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-7
- 77.78%
$221.78 - $273.45 $1.55K - $1.91K
2 $437K
DOW
Dow Inc.

Basic Materials
-42
Closed
$34.36 - $41.92 $1.44K - $1.76K
0 $0
CDNS
Cadence Design Systems Inc

Technology
-5
- 62.5%
$233.96 - $324.52 $1.17K - $1.62K
3 $794K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-23
Closed
$67.08 - $76.14 $1.54K - $1.75K
0 $0
PPG
Ppg Industries Inc

Basic Materials
-13
Closed
$107.44 - $124.29 $1.4K - $1.62K
0 $0
C
Citigroup Inc

Financial Services
-19
- 39.58%
$67.23 - $84.63 $1.28K - $1.61K
29 $1.86M
USB
Us Bancorp \De\

Financial Services
-26
- 60.47%
$40.92 - $50.9 $1.06K - $1.32K
17 $668K
ITW
Illinois Tool Works Inc

Industrials
-5
- 55.56%
$244.9 - $274.48 $1.22K - $1.37K
4 $939K
COP
Conocophillips

Energy
-3
- 2.24%
$88.6 - $105.85 $266 - $318
131 $12M
SRE
Sempra Energy

Utilities
-12
- 63.16%
$67.85 - $87.67 $814 - $1.05K
7 $476K
APO
Apollo Global Management, Inc.

Financial Services
-5
- 35.71%
$126.01 - $172.06 $630 - $860
9 $1.16M
PLD
Prologis, Inc.

Real Estate
-9
- 33.33%
$103.59 - $124.04 $932 - $1.12K
18 $1.77M
DHR
Danaher Corp

Healthcare
-2
- 11.11%
$201.62 - $250.59 $403 - $501
16 $3.07M
NXPI
Nxp Semiconductors N.V.

Technology
-5
- 83.33%
$189.99 - $245.86 $950 - $1.23K
1 $186K
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
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-16
Closed
$58.09 - $67.05 $929 - $1.07K
0 $0
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-10
Closed
$95.85 - $99.25 $959 - $993
0 $0
FDS
Factset Research Systems Inc

Financial Services
-2
Closed
$427.5 - $476.51 $855 - $953
0 $0
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
SQ
Block, Inc.

Technology
-8
- 66.67%
$54.04 - $92.95 $432 - $744
4 $224K
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
CMC
Commercial Metals CO

Basic Materials
-13
Closed
$43.22 - $53.05 $562 - $690
0 $0
EXR
Extra Space Storage Inc.

Real Estate
-4
- 57.14%
$143.8 - $161.28 $575 - $645
3 $407K
FNB
Fnb Corp

Financial Services
-43
Closed
$13.08 - $15.95 $562 - $686
0 $0
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
ARE
Alexandria Real Estate Equities, Inc.

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