Principia Wealth Advisory, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$118.1B

Holdings

943

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (943 positions)

StockValue
PHPARKER-HANNIFIN CORP COM
$7.0M
PGRPROGRESSIVE CORP COM
$6.9M
ACNACCENTURE PLC IRELAND SHS CLASS A
$6.9M
MUMICRON TECHNOLOGY INC COM
$6.8M
PANWPALO ALTO NETWORKS INC COM
$6.8M
GILDGILEAD SCIENCES INC COM
$6.7M
DEDEERE & CO COM
$6.6M
MSCIMSCI INC COM
$6.3M
SPGIS&P GLOBAL INC COM
$6.3M
LRCXLAM RESEARCH CORP COM NEW
$6.2M
TTTRANE TECHNOLOGIES PLC SHS
$6.1M
SAPSAP SE SPON ADR
$6.1M
VRSNVERISIGN INC COM
$6.1M
SYKSTRYKER CORPORATION COM
$5.9M
BKNGBOOKING HOLDINGS INC COM
$5.8M
COFCAPITAL ONE FINL CORP COM
$5.7M
AXPAMERICAN EXPRESS CO COM
$5.7M
TMOTHERMO FISHER SCIENTIFIC INC COM
$5.7M
DASHDOORDASH INC CL A
$5.7M
TRVCCITIGROUP INC COM NEW
$5.6M
ASMLASML HOLDING N V N Y REGISTRY SHS
$5.6M
BROBROWN & BROWN INC COM
$5.5M
SOSOUTHERN CO COM
$5.5M
CBCHUBB LIMITED COM
$5.5M
CPRTCOPART INC COM
$5.5M
FICOFAIR ISAAC CORP COM
$5.5M
TMUST-MOBILE US INC COM
$5.5M
CPAYCORPAY INC COM SHS
$5.3M
FFIVF5 INC COM
$5.3M
SNASNAP ON INC COM
$5.3M
WMWASTE MGMT INC DEL COM
$5.3M
BLKBLACKROCK INC COM
$5.2M
WATWATERS CORP COM
$5.2M
MLB1MERCADOLIBRE INC COM
$5.2M
CEGCONSTELLATION ENERGY CORP COM
$5.2M
SBUXSTARBUCKS CORP COM
$5.0M
FTNTFORTINET INC COM
$5.0M
UNPUNION PAC CORP COM
$4.8M
SNOWSNOWFLAKE INC COM SHS
$4.7M
CMECME GROUP INC COM
$4.7M
XLFFinancial Sector
$4.7M
AMTAMERICAN TOWER CORP NEW COM
$4.6M
ADPAUTOMATIC DATA PROCESSING INC COM
$4.6M
CMCSACOMCAST CORP NEW CL A
$4.6M
T7DTRANSDIGM GROUP INC COM
$4.6M
EBAEBAY INC. COM
$4.5M
MDLZMONDELEZ INTL INC CL A
$4.5M
AJGGALLAGHER ARTHUR J & CO COM
$4.5M
WELLWELLTOWER INC COM
$4.5M
VRTXVERTEX PHARMACEUTICALS INC COM
$4.5M
ICEINTERCONTINENTAL EXCHANGE INC COM
$4.4M
NVSNNOVARTIS AG SPONSORED ADR
$4.4M
INTCINTEL CORP COM
$4.3M
ECLECOLAB INC COM
$4.3M
FISVFISERV INC COM
$4.3M
CITHE CIGNA GROUP COM
$4.3M
NVONOVO-NORDISK A S ADR
$4.2M
LMTLOCKHEED MARTIN CORP COM
$4.2M
SNPSSYNOPSYS INC COM
$4.1M
SHELSHELL PLC SPON ADS
$4.1M
RCLROYAL CARIBBEAN GROUP COM
$4.1M
MOALTRIA GROUP INC COM
$4.0M
MIGAMICROSTRATEGY INC CL A NEW
$4.0M
ADSKAUTODESK INC COM
$4.0M
HBC2HSBC HLDGS PLC SPON ADR NEW
$4.0M
CITCINTAS CORP COM
$4.0M
CVSCVS HEALTH CORP COM
$4.0M
EQIXEQUINIX INC COM
$4.0M
AZNASTRAZENECA PLC SPONSORED ADR
$3.9M
HWMHOWMET AEROSPACE INC COM
$3.9M
OREALTY INCOME CORP COM
$3.9M
COINCOINBASE GLOBAL INC COM CL A
$3.9M
HOODROBINHOOD MKTS INC COM CL A
$3.8M
MARMARRIOTT INTL INC NEW CL A
$3.8M
NEMNEWMONT CORP COM
$3.8M
BILSSPDR BLOOMBERG 3-12 MONTH T-BILL ETF
$3.8M
AZOAUTOZONE INC COM
$3.7M
XLYConsumer Discretionary Sector
$3.7M
DUKDUKE ENERGY CORP NEW COM NEW
$3.7M
KLACKLA CORP COM NEW
$3.6M
PLDPROLOGIS INC. COM
$3.6M
DHRDANAHER CORPORATION COM
$3.6M
SPGSIMON PPTY GROUP INC NEW COM
$3.5M
ELVELEVANCE HEALTH INC COM
$3.5M
APPAPPLOVIN CORP COM CL A
$3.5M
PYPLPAYPAL HLDGS INC COM
$3.5M
RSGREPUBLIC SVCS INC COM
$3.5M
ABNBAIRBNB INC COM CL A
$3.4M
BXBLACKSTONE INC COM
$3.4M
VOOVANGUARD S&P 500 ETF
$3.4M
CDNSCADENCE DESIGN SYSTEM INC COM
$3.4M
CMGCHIPOTLE MEXICAN GRILL INC COM
$3.3M
AXONAXON ENTERPRISE INC COM
$3.3M
BMYBRISTOL-MYERS SQUIBB CO COM
$3.3M
SONYSONY GROUP CORP SPONSORED ADR
$3.3M
TRVTRAVELERS COMPANIES INC COM
$3.2M
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS
$3.2M
CLCOLGATE PALMOLIVE CO COM
$3.2M
LNGCHENIERE ENERGY INC COM NEW
$3.2M
NETCLOUDFLARE INC CL A COM
$3.1M
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