Principia Wealth Advisory, LLC Closed Positions in Q1 2025

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
-6
Closed
$36.21 - $45.78 $217 - $275
0 $0
CCK
Crown Holdings Inc

Consumer Cyclical
-3
Closed
$78.77 - $91.74 $236 - $275
0 $0
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-7
Closed
$32.86 - $38.05 $230 - $266
0 $0
BWXT
Bwx Technologies, Inc.

Industrials
-2
Closed
$96.59 - $128.46 $193 - $257
0 $0
SJM
J M Smucker CO

Consumer Defensive
-2
Closed
$100.41 - $118.41 $201 - $237
0 $0
SF
Stifel Financial Corp

Financial Services
-2
Closed
$91.62 - $117.6 $183 - $235
0 $0
NYT
New York Times CO

Communication Services
-4
Closed
$46.9 - $55.89 $188 - $224
0 $0
FLO
Flowers Foods Inc

Consumer Defensive
-10
Closed
$18.05 - $20.78 $181 - $208
0 $0
GTLS
Chart Industries Inc

Industrials
-1
Closed
$141.99 - $218.35 $142 - $218
0 $0
REXR
Rexford Industrial Realty, Inc.

Real Estate
-4
Closed
$37.17 - $41.44 $149 - $166
0 $0
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-1
Closed
$63.82 - $127.89 $63.8 - $128
0 $0
WHR
Whirlpool Corp

Consumer Cyclical
-1
Closed
$88.58 - $133.14 $88.6 - $133
0 $0
EXAS
Exact Sciences Corp

Healthcare
-2
Closed
$43.04 - $58.51 $86.1 - $117
0 $0
POWI
Power Integrations Inc

Technology
-1
Closed
$50.5 - $66.7 $50.5 - $66.7
0 $0
HOG
Harley Davidson, Inc.

Consumer Cyclical
-1
Closed
$24.13 - $30.02 $24.1 - $30
0 $0
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
-1
Closed
$23.24 - $28.11 $23.2 - $28.1
0 $0
Amentum Holdings Inc Com
-1
Closed
N/A
0 $0
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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