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
AEPAMERICAN ELEC PWR CO INC COM
$3.1M
TMTOYOTA MOTOR CORP ADS
$3.1M
SCHOSCHWAB SHORT-TERM US TREASURY ETF
$3.1M
ADIANALOG DEVICES INC COM
$3.1M
KKRKKR & CO INC COM
$3.1M
UPSUNITED PARCEL SERVICE INC CL B
$3.0M
ALSALLSTATE CORP COM
$3.0M
WMBWILLIAMS COS INC COM
$3.0M
BKBANK NEW YORK MELLON CORP COM
$3.0M
CSXCSX CORP COM
$3.0M
FLEXFLEX LTD ORD
$2.9M
KRKROGER CO COM
$2.9M
GDGENERAL DYNAMICS CORP COM
$2.9M
8CWCROWN CASTLE INC COM
$2.9M
ULUNILEVER PLC SPON ADR NEW
$2.9M
XCEMCOLUMBIA EM CORE EX-CHINA ETF
$2.9M
JCIJOHNSON CTLS INTL PLC SHS
$2.9M
KMBKIMBERLY-CLARK CORP COM
$2.8M
APDAIR PRODS & CHEMS INC COM
$2.8M
CCOCLEAR CHANNEL OUTDOOR HLDGS IN COM
$2.8M
ROSTROSS STORES INC COM
$2.8M
VRSKVERISK ANALYTICS INC COM
$2.8M
BHPBHP GROUP LTD SPONSORED ADS
$2.8M
HESHESS CORP COM
$2.8M
MNSTMONSTER BEVERAGE CORP NEW COM
$2.8M
SHWSHERWIN WILLIAMS CO COM
$2.7M
AG8AGILENT TECHNOLOGIES INC COM
$2.7M
HCAHCA HEALTHCARE INC COM
$2.7M
USBUS BANCORP DEL COM NEW
$2.7M
ZTSZOETIS INC CL A
$2.7M
CMICUMMINS INC COM
$2.6M
FCXFREEPORT-MCMORAN INC CL B
$2.6M
NDAQNASDAQ INC COM
$2.6M
FFORD MTR CO COM
$2.6M
SANBANCO SANTANDER S.A. ADR
$2.6M
FASTFASTENAL CO COM
$2.6M
EMREMERSON ELEC CO COM
$2.5M
IQVIQVIA HLDGS INC COM
$2.5M
YUMYUM BRANDS INC COM
$2.5M
MCOMOODYS CORP COM
$2.5M
FDXFEDEX CORP COM
$2.5M
NOCNORTHROP GRUMMAN CORP COM
$2.5M
ITWILLINOIS TOOL WKS INC COM
$2.5M
TTENTOTALENERGIES SE SPONSORED ADS
$2.5M
NTAPNETAPP INC COM
$2.5M
BDXBECTON DICKINSON & CO COM
$2.4M
AIGAMERICAN INTL GROUP INC COM NEW
$2.4M
KVUEKENVUE INC COM
$2.4M
GLWCORNING INC COM
$2.4M
MTDMETTLER TOLEDO INTERNATIONAL COM
$2.3M
CARRCARRIER GLOBAL CORPORATION COM
$2.3M
BKRBAKER HUGHES COMPANY CL A
$2.3M
UBSUBS GROUP AG SHS
$2.3M
GISGENERAL MLS INC COM
$2.3M
VSTVISTRA CORP COM
$2.3M
SPOTSPOTIFY TECHNOLOGY S A SHS
$2.3M
LYVLIVE NATION ENTERTAINMENT INC COM
$2.3M
OXYOCCIDENTAL PETE CORP COM
$2.3M
PWRQUANTA SVCS INC COM
$2.3M
ROPROPER TECHNOLOGIES INC COM
$2.3M
IRMIRON MTN INC DEL COM
$2.3M
RHCRH PLC ORD
$2.2M
MPWRMONOLITHIC PWR SYS INC COM
$2.2M
NXPINXP SEMICONDUCTORS N V COM
$2.2M
MRVLMARVELL TECHNOLOGY INC COM
$2.2M
MPCMARATHON PETE CORP COM
$2.2M
NTRSNORTHERN TR CORP COM
$2.2M
IDXXIDEXX LABS INC COM
$2.1M
A4SAMERIPRISE FINL INC COM
$2.1M
RBLXROBLOX CORP CL A
$2.1M
ABGCENCORA INC COM
$2.1M
ONON SEMICONDUCTOR CORP COM
$2.1M
SOFISOFI TECHNOLOGIES INC COM
$2.1M
GWWGRAINGER W W INC COM
$2.1M
EAELECTRONIC ARTS INC COM
$2.1M
DHID R HORTON INC COM
$2.1M
FANGDIAMONDBACK ENERGY INC COM
$2.1M
VICIVICI PPTYS INC COM
$2.1M
QQQMINVESCO NASDAQ 100 ETF
$2.0M
PAYXPAYCHEX INC COM
$2.0M
EWEDWARDS LIFESCIENCES CORP COM
$2.0M
GMGENERAL MTRS CO COM
$2.0M
VEEVVEEVA SYS INC CL A COM
$2.0M
VLOVALERO ENERGY CORP COM
$2.0M
LHXL3HARRIS TECHNOLOGIES INC COM
$2.0M
SNYSANOFI SPONSORED ADR
$2.0M
DDOMINION ENERGY INC COM
$2.0M
CFGCITIZENS FINL GROUP INC COM
$2.0M
JBLJABIL INC COM
$2.0M
FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW
$2.0M
TTDTHE TRADE DESK INC COM CL A
$1.9M
BMTABRITISH AMERN TOB PLC SPONSORED ADR
$1.9M
PRUPRUDENTIAL FINL INC COM
$1.9M
RIGTRANSOCEAN LTD REGISTERED SHS
$1.9M
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$1.9M
SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR
$1.9M
XLIIndustrial Sector
$1.9M
ETRENTERGY CORP NEW COM
$1.9M
RELXRELX PLC SPONSORED ADR
$1.9M
PCARPACCAR INC COM
$1.9M
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