Principia Wealth Advisory, LLC Q1 2025 Filing

Filed April 11, 2025

Portfolio Value

$104.4B

Holdings

855

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (855 positions)

StockValue
SBUXSTARBUCKS CORP COM
$4.2M
AMTAMERICAN TOWER CORP NEW COM
$4.2M
CMCSACOMCAST CORP NEW CL A
$4.1M
DUKDUKE ENERGY CORP NEW COM NEW
$4.1M
ORLYOREILLY AUTOMOTIVE INC COM
$4.0M
WMWASTE MGMT INC DEL COM
$4.0M
COFCAPITAL ONE FINL CORP COM
$4.0M
SYKSTRYKER CORPORATION COM
$4.0M
EQIXEQUINIX INC COM
$4.0M
CBCHUBB LIMITED COM
$4.0M
CITCINTAS CORP COM
$3.9M
BXBLACKSTONE INC COM
$3.8M
LRCXLAM RESEARCH CORP COM NEW
$3.8M
BILSSPDR BLOOMBERG 3-12 MONTH T-BILL ETF
$3.8M
XLFFinancial Sector
$3.6M
DELLDELL TECHNOLOGIES INC CL C
$3.6M
BLKBLACKROCK INC COM
$3.6M
DASHDOORDASH INC CL A
$3.6M
AZOAUTOZONE INC COM
$3.6M
AJGGALLAGHER ARTHUR J & CO COM
$3.6M
ADPAUTOMATIC DATA PROCESSING INC COM
$3.5M
INTCINTEL CORP COM
$3.5M
PANWPALO ALTO NETWORKS INC COM
$3.5M
SNPSSYNOPSYS INC COM
$3.4M
EBAEBAY INC. COM
$3.4M
BMYBRISTOL-MYERS SQUIBB CO COM
$3.4M
FISVFISERV INC COM
$3.4M
UNPUNION PAC CORP COM
$3.4M
HPEHEWLETT PACKARD ENTERPRISE CO COM
$3.3M
CMECME GROUP INC COM
$3.3M
SCHOSCHWAB SHORT-TERM US TREASURY ETF
$3.3M
OREALTY INCOME CORP COM
$3.2M
MUMICRON TECHNOLOGY INC COM
$3.1M
ECLECOLAB INC COM
$3.1M
DHRDANAHER CORPORATION COM
$3.1M
ELVELEVANCE HEALTH INC COM
$3.0M
SHWSHERWIN WILLIAMS CO COM
$3.0M
CVSCVS HEALTH CORP COM
$3.0M
VOOVANGUARD S&P 500 ETF
$3.0M
RCLROYAL CARIBBEAN GROUP COM
$2.9M
MSIMOTOROLA SOLUTIONS INC COM NEW
$2.9M
XLVHealth Care Sector
$2.9M
ABNBAIRBNB INC COM CL A
$2.9M
ADSKAUTODESK INC COM
$2.9M
CEGCONSTELLATION ENERGY CORP COM
$2.8M
SPGSIMON PPTY GROUP INC NEW COM
$2.8M
XLYConsumer Discretionary Sector
$2.7M
GMGENERAL MTRS CO COM
$2.7M
T7DTRANSDIGM GROUP INC COM
$2.6M
RSGREPUBLIC SVCS INC COM
$2.6M
AONAON PLC SHS CL A
$2.6M
SNOWSNOWFLAKE INC CL A
$2.6M
CITHE CIGNA GROUP COM
$2.6M
AEPAMERICAN ELEC PWR CO INC COM
$2.6M
KKRKKR & CO INC COM
$2.5M
MOALTRIA GROUP INC COM
$2.5M
NEMNEWMONT CORP COM
$2.5M
ICEINTERCONTINENTAL EXCHANGE INC COM
$2.5M
CCOCLEAR CHANNEL OUTDOOR HLDGS IN COM
$2.5M
RIVNRIVIAN AUTOMOTIVE INC COM CL A
$2.5M
APPAPPLOVIN CORP COM CL A
$2.5M
XLCCommunication Services Sector
$2.4M
TRGPTARGA RES CORP COM
$2.4M
XCEMCOLUMBIA EM CORE EX-CHINA ETF
$2.4M
UPSUNITED PARCEL SERVICE INC CL B
$2.4M
MIGAMICROSTRATEGY INC CL A NEW
$2.4M
NDQINVESCO QQQ TRUST SERIES I
$2.3M
BACBANK AMERICA CORP COM
$2.3M
MARMARRIOTT INTL INC NEW CL A
$2.3M
FCXFREEPORT-MCMORAN INC CL B
$2.3M
KRKROGER CO COM
$2.3M
MDLZMONDELEZ INTL INC CL A
$2.3M
ROPROPER TECHNOLOGIES INC COM
$2.2M
ROSTROSS STORES INC COM
$2.2M
YUMYUM BRANDS INC COM
$2.2M
FFORD MTR CO COM
$2.1M
RHCRH PLC ORD
$2.1M
PFEPFIZER INC COM
$2.1M
WMBWILLIAMS COS INC COM
$2.1M
BKBANK NEW YORK MELLON CORP COM
$2.1M
HWMHOWMET AEROSPACE INC COM
$2.0M
TELTE CONNECTIVITY PLC ORD SHS
$2.0M
8CWCROWN CASTLE INC COM
$2.0M
TERTERADYNE INC COM
$2.0M
LNGCHENIERE ENERGY INC COM NEW
$2.0M
DYHTARGET CORP COM
$2.0M
ALSALLSTATE CORP COM
$1.9M
GDGENERAL DYNAMICS CORP COM
$1.9M
KVUEKENVUE INC COM
$1.9M
A4SAMERIPRISE FINL INC COM
$1.9M
TEAMATLASSIAN CORPORATION CL A
$1.9M
DFSEURDISCOVER FINL SVCS COM
$1.9M
TRVCCITIGROUP INC COM NEW
$1.9M
SHOPSHOPIFY INC CL A SUB VTG SHS
$1.8M
BKRBAKER HUGHES COMPANY CL A
$1.8M
JCIJOHNSON CTLS INTL PLC SHS
$1.8M
RIGTRANSOCEAN LTD REGISTERED SHS
$1.8M
DKSDICKS SPORTING GOODS INC COM
$1.8M
PLDPROLOGIS INC. COM
$1.8M
FASTFASTENAL CO COM
$1.8M
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