Principia Wealth Advisory, LLC Closed Holding Positions

Principia Wealth Advisory, LLC

  • $104 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
EXAS
Exact Sciences Corp

Healthcare
Q1 2025 Filed on Apr 11, 2025
2
$43.04 - $58.51 $86.1 - $117
FNB
Fnb Corp

Financial Services
Q1 2025 Filed on Apr 11, 2025
43
$13.08 - $15.95 $562 - $686
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
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q1 2025 Filed on Apr 11, 2025
10
$95.85 - $99.25 $959 - $993
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q1 2025 Filed on Apr 11, 2025
45
$97.25 - $104.79 $4.38K - $4.72K
IONS
Ionis Pharmaceuticals Inc

Healthcare
Q1 2025 Filed on Apr 11, 2025
9
$30.17 - $34.97 $272 - $315
IFF
International Flavors & Fragrances Inc

Basic Materials
Q1 2025 Filed on Apr 11, 2025
3
$76.48 - $87.72 $229 - $263
JBHT
Hunt J B Transport Services Inc

Industrials
Q1 2025 Filed on Apr 11, 2025
3
$146.12 - $186.55 $438 - $560
HSIC
Henry Schein Inc

Healthcare
Q1 2025 Filed on Apr 11, 2025
5
$68.49 - $81.91 $342 - $410
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q1 2025 Filed on Apr 11, 2025
1
$24.13 - $30.02 $24.1 - $30
IT
Gartner Inc

Technology
Q1 2025 Filed on Apr 11, 2025
3
$418.25 - $548.38 $1.25K - $1.65K
FLO
Flowers Foods Inc

Consumer Defensive
Q1 2025 Filed on Apr 11, 2025
10
$18.05 - $20.78 $181 - $208
AFRM
Affirm Holdings, Inc.

Technology
Q1 2025 Filed on Apr 11, 2025
8
$43.7 - $80.98 $350 - $648
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