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)
| Stock | Value |
|---|---|
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 |