Principia Wealth Advisory, LLC Closed Holding Positions

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ZWS
Zurn Water Solutions Corp

Industrials
Q1 2025 Filed on Apr 11, 2025
9
$32.38 - $39.44 $291 - $355
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q1 2025 Filed on Apr 11, 2025
1
$63.82 - $127.89 $63.8 - $128
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
Q1 2025 Filed on Apr 11, 2025
1
$23.24 - $28.11 $23.2 - $28.1
REXR
Rexford Industrial Realty, Inc.

Real Estate
Q1 2025 Filed on Apr 11, 2025
4
$37.17 - $41.44 $149 - $166
RGEN
Repligen Corp

Healthcare
Q1 2025 Filed on Apr 11, 2025
2
$127.24 - $174.24 $254 - $348
RGA
Reinsurance Group Of America Inc

Financial Services
Q1 2025 Filed on Apr 11, 2025
2
$186.01 - $231.1 $372 - $462
PPG
Ppg Industries Inc

Basic Materials
Q1 2025 Filed on Apr 11, 2025
13
$107.44 - $124.29 $1.4K - $1.62K
POWI
Power Integrations Inc

Technology
Q1 2025 Filed on Apr 11, 2025
1
$50.98 - $66.7 $51 - $66.7
NYT
New York Times CO

Communication Services
Q1 2025 Filed on Apr 11, 2025
4
$46.9 - $55.89 $188 - $224
MDB
Mongo Db, Inc.

Technology
Q1 2025 Filed on Apr 11, 2025
2
$175.4 - $298.52 $351 - $597
MLM
Martin Marietta Materials Inc

Basic Materials
Q1 2025 Filed on Apr 11, 2025
1
$460.39 - $552.64 $460 - $553
LEA
Lear Corp

Consumer Cyclical
Q1 2025 Filed on Apr 11, 2025
6
$87.96 - $99.36 $528 - $596
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q1 2025 Filed on Apr 11, 2025
4
$48.65 - $66.04 $195 - $264
JPIE
J P Morgan Exchange Traded Fd
Q1 2025 Filed on Apr 11, 2025
72
$45.46 - $46.18 $3.27K - $3.32K
JCPB
J P Morgan Exchange Traded Fd

ETFs
Q1 2025 Filed on Apr 11, 2025
59
$45.56 - $47.23 $2.69K - $2.79K
JPHY
Jp Morgan High Yield Research

ETFs
Q1 2025 Filed on Apr 11, 2025
89
N/A
SMAR
Smartsheet Inc

Technology
Q1 2025 Filed on Apr 11, 2025
7
$56.06 - $56.47 $392 - $395
WHR
Whirlpool Corp

Consumer Cyclical
Q1 2025 Filed on Apr 11, 2025
1
$88.58 - $133.14 $88.6 - $133
PCVX
Vaxcyte, Inc.

Healthcare
Q1 2025 Filed on Apr 11, 2025
6
$37.76 - $92.13 $227 - $553
VRNS
Varonis Systems Inc

Technology
Q1 2025 Filed on Apr 11, 2025
8
$39.16 - $46.84 $313 - $375
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
Q1 2025 Filed on Apr 11, 2025
23
$67.08 - $76.14 $1.54K - $1.75K
VIG
Vanguard Dividend Appreciation

ETFs
Q1 2025 Filed on Apr 11, 2025
10
N/A
UHS
Universal Health Services Inc

Healthcare
Q1 2025 Filed on Apr 11, 2025
2
$163.99 - $193.27 $328 - $387
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
Q1 2025 Filed on Apr 11, 2025
6
$37.5 - $45.78 $225 - $275
TTEK
Tetra Tech Inc

Industrials
Q1 2025 Filed on Apr 11, 2025
9
$28.26 - $42.58 $254 - $383
FTI
Technip Fmc PLC

Energy
Q1 2025 Filed on Apr 11, 2025
11
$25.3 - $32.57 $278 - $358
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
Q1 2025 Filed on Apr 11, 2025
16
$58.09 - $67.05 $929 - $1.07K
TARS
Tarsus Pharmaceuticals, Inc.

Healthcare
Q1 2025 Filed on Apr 11, 2025
138,445
$41.29 - $56.94 $5.72M - $7.88M
SUM
Summit Materials, Inc.

Basic Materials
Q1 2025 Filed on Apr 11, 2025
5
$50.95 - $52.49 $255 - $262
SF
Stifel Financial Corp

Financial Services
Q1 2025 Filed on Apr 11, 2025
2
$91.62 - $117.6 $183 - $235
SPYG
Spdr Portfolio

ETFs
Q1 2025 Filed on Apr 11, 2025
65
$80.05 - $92.39 $5.2K - $6.01K
SJM
J M Smucker CO

Consumer Defensive
Q1 2025 Filed on Apr 11, 2025
2
$100.41 - $118.41 $201 - $237
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
Q1 2025 Filed on Apr 11, 2025
27
$88.44 - $101.55 $2.39K - $2.74K
BBUS
J P Morgan Exchg Traded Fd

ETFs
Q1 2025 Filed on Apr 11, 2025
383
$99.5 - $110.97 $38.1K - $42.5K
EDR
Endeavor Group Holdings, Inc.

Communication Services
Q1 2025 Filed on Apr 11, 2025
4
$28.53 - $35.5 $114 - $142
EXP
Eagle Materials Inc

Basic Materials
Q1 2025 Filed on Apr 11, 2025
2
$207.49 - $262.13 $415 - $524
DBX
Dropbox, Inc.

Technology
Q1 2025 Filed on Apr 11, 2025
14
$24.55 - $33.27 $344 - $466
DOW
Dow Inc.

Basic Materials
Q1 2025 Filed on Apr 11, 2025
42
$34.36 - $41.92 $1.44K - $1.76K
CW
Curtiss Wright Corp

Industrials
Q1 2025 Filed on Apr 11, 2025
1
$304.82 - $384.07 $305 - $384
CCK
Crown Holdings Inc

Consumer Cyclical
Q1 2025 Filed on Apr 11, 2025
3
$78.77 - $91.74 $236 - $275
CMC
Commercial Metals CO

Basic Materials
Q1 2025 Filed on Apr 11, 2025
13
$43.22 - $53.05 $562 - $690
CLH
Clean Harbors Inc

Industrials
Q1 2025 Filed on Apr 11, 2025
2
$188.14 - $246.1 $376 - $492
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q1 2025 Filed on Apr 11, 2025
39
$47.79 - $59.89 $1.86K - $2.34K
GTLS
Chart Industries Inc

Industrials
Q1 2025 Filed on Apr 11, 2025
1
$141.99 - $218.35 $142 - $218
BWXT
Bwx Technologies, Inc.

Industrials
Q1 2025 Filed on Apr 11, 2025
2
$96.59 - $128.46 $193 - $257
BWA
Borgwarner Inc

Consumer Cyclical
Q1 2025 Filed on Apr 11, 2025
9
$27.78 - $32.9 $250 - $296
AXTA
Axalta Coating Systems Ltd.

Basic Materials
Q1 2025 Filed on Apr 11, 2025
7
$32.86 - $38.05 $230 - $266
AZPN
Aspen Technology, Inc.

Technology
Q1 2025 Filed on Apr 11, 2025
2
$249.06 - $274.8 $498 - $550
Amentum Holdings Inc Com
Q1 2025 Filed on Apr 11, 2025
1
N/A
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