Principia Wealth Advisory, LLC Closed Holding Positions

Principia Wealth Advisory, LLC

  • $118 Billion
  • Q2 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
SMAR
Smartsheet Inc

Technology
Q1 2025 Filed on Apr 11, 2025
7
$56.06 - $56.47 $392 - $395
S
Sentinel One, Inc.

Technology
Q1 2025 Filed on Apr 11, 2025
17
$18.17 - $24.97 $309 - $424
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q1 2025 Filed on Apr 11, 2025
1
$63.82 - $127.89 $63.8 - $128
RGEN
Repligen Corp

Healthcare
Q1 2025 Filed on Apr 11, 2025
2
$127.24 - $174.24 $254 - $348
POWI
Power Integrations Inc

Technology
Q1 2025 Filed on Apr 11, 2025
1
$50.5 - $66.7 $50.5 - $66.7
NYT
New York Times CO

Communication Services
Q1 2025 Filed on Apr 11, 2025
4
$46.9 - $55.89 $188 - $224
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
SJM
J M Smucker CO

Consumer Defensive
Q1 2025 Filed on Apr 11, 2025
2
$100.41 - $118.41 $201 - $237
SPYG
Spdr Portfolio

ETFs
Q1 2025 Filed on Apr 11, 2025
65
$80.05 - $92.39 $5.2K - $6.01K
SUM
Summit Materials, Inc.

Basic Materials
Q1 2025 Filed on Apr 11, 2025
5
$50.95 - $52.49 $255 - $262
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
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
TTEK
Tetra Tech Inc

Industrials
Q1 2025 Filed on Apr 11, 2025
9
$28.26 - $42.58 $254 - $383
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
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
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
CMC
Commercial Metals CO

Basic Materials
Q1 2025 Filed on Apr 11, 2025
13
$43.22 - $53.05 $562 - $690
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
EDR
Endeavor Group Holdings, Inc.

Communication Services
Q1 2025 Filed on Apr 11, 2025
4
$28.53 - $35.5 $114 - $142
EXAS
Exact Sciences Corp

Healthcare
Q1 2025 Filed on Apr 11, 2025
2
$43.04 - $58.51 $86.1 - $117
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q1 2025 Filed on Apr 11, 2025
1
$24.13 - $30.02 $24.1 - $30
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
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
Q1 2025 Filed on Apr 11, 2025
343
$56.44 - $64.13 $19.4K - $22K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
Q1 2025 Filed on Apr 11, 2025
111
$36.46 - $39.9 $4.05K - $4.43K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
Q1 2025 Filed on Apr 11, 2025
146
$61.9 - $66.89 $9.04K - $9.77K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q1 2025 Filed on Apr 11, 2025
27,575
$302.31 - $337.54 $8.34M - $9.31M
IXC
Ishares Tr Global Energy ETF

ETFs
Q1 2025 Filed on Apr 11, 2025
1,795
$38.48 - $42.16 $69.1K - $75.7K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q1 2025 Filed on Apr 11, 2025
45
$97.25 - $104.79 $4.38K - $4.72K
Amentum Holdings Inc Com
Q1 2025 Filed on Apr 11, 2025
1
N/A
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