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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | PHPARKER-HANNIFIN CORP COM | 10 | $7.0M | 0.01% | |
| 202 | PGRPROGRESSIVE CORP COM | 26 | $6.9M | 0.01% | |
| 203 | ACNACCENTURE PLC IRELAND SHS CLASS A | 23 | $6.9M | 0.01% | |
| 204 | MUMICRON TECHNOLOGY INC COM | 55 | $6.8M | 0.01% | |
| 205 | PANWPALO ALTO NETWORKS INC COM | 33 | $6.8M | 0.01% | |
| 206 | GILDGILEAD SCIENCES INC COM | 60 | $6.7M | 0.01% | |
| 207 | DEDEERE & CO COM | 13 | $6.6M | 0.01% | |
| 208 | MSCIMSCI INC COM | 11 | $6.3M | 0.01% | |
| 209 | SPGIS&P GLOBAL INC COM | 12 | $6.3M | 0.01% | |
| 210 | LRCXLAM RESEARCH CORP COM NEW | 64 | $6.2M | 0.01% | |
| 211 | TTTRANE TECHNOLOGIES PLC SHS | 14 | $6.1M | 0.01% | |
| 212 | SAPSAP SE SPON ADR | 20 | $6.1M | 0.01% | |
| 213 | VRSNVERISIGN INC COM | 21 | $6.1M | 0.01% | |
| 214 | SYKSTRYKER CORPORATION COM | 15 | $5.9M | 0.01% | |
| 215 | BKNGBOOKING HOLDINGS INC COM | 1 | $5.8M | 0.00% | |
| 216 | COFCAPITAL ONE FINL CORP COM | 27 | $5.7M | 0.00% | |
| 217 | AXPAMERICAN EXPRESS CO COM | 18 | $5.7M | 0.00% | |
| 218 | TMOTHERMO FISHER SCIENTIFIC INC COM | 14 | $5.7M | 0.00% | |
| 219 | DASHDOORDASH INC CL A | 23 | $5.7M | 0.00% | |
| 220 | TRVCCITIGROUP INC COM NEW | 66 | $5.6M | 0.00% | |
| 221 | ASMLASML HOLDING N V N Y REGISTRY SHS | 7 | $5.6M | 0.00% | |
| 222 | BROBROWN & BROWN INC COM | 50 | $5.5M | 0.00% | |
| 223 | SOSOUTHERN CO COM | 60 | $5.5M | 0.00% | |
| 224 | CBCHUBB LIMITED COM | 19 | $5.5M | 0.00% | |
| 225 | CPRTCOPART INC COM | 112 | $5.5M | 0.00% | |
| 226 | FICOFAIR ISAAC CORP COM | 3 | $5.5M | 0.00% | |
| 227 | TMUST-MOBILE US INC COM | 23 | $5.5M | 0.00% | |
| 228 | CPAYCORPAY INC COM SHS | 16 | $5.3M | 0.00% | |
| 229 | FFIVF5 INC COM | 18 | $5.3M | 0.00% | |
| 230 | SNASNAP ON INC COM | 17 | $5.3M | 0.00% | |
| 231 | WMWASTE MGMT INC DEL COM | 23 | $5.3M | 0.00% | |
| 232 | BLKBLACKROCK INC COM | 5 | $5.2M | 0.00% | |
| 233 | WATWATERS CORP COM | 15 | $5.2M | 0.00% | |
| 234 | MLB1MERCADOLIBRE INC COM | 2 | $5.2M | 0.00% | |
| 235 | CEGCONSTELLATION ENERGY CORP COM | 16 | $5.2M | 0.00% | |
| 236 | SBUXSTARBUCKS CORP COM | 55 | $5.0M | 0.00% | |
| 237 | FTNTFORTINET INC COM | 47 | $5.0M | 0.00% | |
| 238 | UNPUNION PAC CORP COM | 21 | $4.8M | 0.00% | |
| 239 | SNOWSNOWFLAKE INC COM SHS | 21 | $4.7M | 0.00% | |
| 240 | CMECME GROUP INC COM | 17 | $4.7M | 0.00% | |
| 241 | XLFFinancial Sector | 89 | $4.7M | 0.00% | |
| 242 | AMTAMERICAN TOWER CORP NEW COM | 21 | $4.6M | 0.00% | |
| 243 | ADPAUTOMATIC DATA PROCESSING INC COM | 15 | $4.6M | 0.00% | |
| 244 | CMCSACOMCAST CORP NEW CL A | 128 | $4.6M | 0.00% | |
| 245 | T7DTRANSDIGM GROUP INC COM | 3 | $4.6M | 0.00% | |
| 246 | EBAEBAY INC. COM | 61 | $4.5M | 0.00% | |
| 247 | MDLZMONDELEZ INTL INC CL A | 67 | $4.5M | 0.00% | |
| 248 | AJGGALLAGHER ARTHUR J & CO COM | 14 | $4.5M | 0.00% | |
| 249 | WELLWELLTOWER INC COM | 29 | $4.5M | 0.00% | |
| 250 | VRTXVERTEX PHARMACEUTICALS INC COM | 10 | $4.5M | 0.00% | |
| 251 | ICEINTERCONTINENTAL EXCHANGE INC COM | 24 | $4.4M | 0.00% | |
| 252 | NVSNNOVARTIS AG SPONSORED ADR | 36 | $4.4M | 0.00% | |
| 253 | INTCINTEL CORP COM | 194 | $4.3M | 0.00% | |
| 254 | ECLECOLAB INC COM | 16 | $4.3M | 0.00% | |
| 255 | FISVFISERV INC COM | 25 | $4.3M | 0.00% | |
| 256 | CITHE CIGNA GROUP COM | 13 | $4.3M | 0.00% | |
| 257 | NVONOVO-NORDISK A S ADR | 61 | $4.2M | 0.00% | |
| 258 | LMTLOCKHEED MARTIN CORP COM | 9 | $4.2M | 0.00% | |
| 259 | SNPSSYNOPSYS INC COM | 8 | $4.1M | 0.00% | |
| 260 | SHELSHELL PLC SPON ADS | 58 | $4.1M | 0.00% | |
| 261 | RCLROYAL CARIBBEAN GROUP COM | 13 | $4.1M | 0.00% | |
| 262 | MOALTRIA GROUP INC COM | 69 | $4.0M | 0.00% | |
| 263 | MIGAMICROSTRATEGY INC CL A NEW | 10 | $4.0M | 0.00% | |
| 264 | ADSKAUTODESK INC COM | 13 | $4.0M | 0.00% | |
| 265 | HBC2HSBC HLDGS PLC SPON ADR NEW | 66 | $4.0M | 0.00% | |
| 266 | CITCINTAS CORP COM | 18 | $4.0M | 0.00% | |
| 267 | CVSCVS HEALTH CORP COM | 58 | $4.0M | 0.00% | |
| 268 | EQIXEQUINIX INC COM | 5 | $4.0M | 0.00% | |
| 269 | AZNASTRAZENECA PLC SPONSORED ADR | 56 | $3.9M | 0.00% | |
| 270 | HWMHOWMET AEROSPACE INC COM | 21 | $3.9M | 0.00% | |
| 271 | OREALTY INCOME CORP COM | 67 | $3.9M | 0.00% | |
| 272 | COINCOINBASE GLOBAL INC COM CL A | 11 | $3.9M | 0.00% | |
| 273 | HOODROBINHOOD MKTS INC COM CL A | 41 | $3.8M | 0.00% | |
| 274 | MARMARRIOTT INTL INC NEW CL A | 14 | $3.8M | 0.00% | |
| 275 | NEMNEWMONT CORP COM | 65 | $3.8M | 0.00% | |
| 276 | BILSSPDR BLOOMBERG 3-12 MONTH T-BILL ETF | 38 | $3.8M | 0.00% | |
| 277 | AZOAUTOZONE INC COM | 1 | $3.7M | 0.00% | |
| 278 | XLYConsumer Discretionary Sector | 17 | $3.7M | 0.00% | |
| 279 | DUKDUKE ENERGY CORP NEW COM NEW | 31 | $3.7M | 0.00% | |
| 280 | KLACKLA CORP COM NEW | 4 | $3.6M | 0.00% | |
| 281 | PLDPROLOGIS INC. COM | 34 | $3.6M | 0.00% | |
| 282 | DHRDANAHER CORPORATION COM | 18 | $3.6M | 0.00% | |
| 283 | SPGSIMON PPTY GROUP INC NEW COM | 22 | $3.5M | 0.00% | |
| 284 | ELVELEVANCE HEALTH INC COM | 9 | $3.5M | 0.00% | |
| 285 | APPAPPLOVIN CORP COM CL A | 10 | $3.5M | 0.00% | |
| 286 | PYPLPAYPAL HLDGS INC COM | 47 | $3.5M | 0.00% | |
| 287 | RSGREPUBLIC SVCS INC COM | 14 | $3.5M | 0.00% | |
| 288 | ABNBAIRBNB INC COM CL A | 26 | $3.4M | 0.00% | |
| 289 | BXBLACKSTONE INC COM | 23 | $3.4M | 0.00% | |
| 290 | VOOVANGUARD S&P 500 ETF | 6 | $3.4M | 0.00% | |
| 291 | CDNSCADENCE DESIGN SYSTEM INC COM | 11 | $3.4M | 0.00% | |
| 292 | CMGCHIPOTLE MEXICAN GRILL INC COM | 59 | $3.3M | 0.00% | |
| 293 | AXONAXON ENTERPRISE INC COM | 4 | $3.3M | 0.00% | |
| 294 | BMYBRISTOL-MYERS SQUIBB CO COM | 71 | $3.3M | 0.00% | |
| 295 | SONYSONY GROUP CORP SPONSORED ADR | 126 | $3.3M | 0.00% | |
| 296 | TRVTRAVELERS COMPANIES INC COM | 12 | $3.2M | 0.00% | |
| 297 | MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS | 232 | $3.2M | 0.00% | |
| 298 | CLCOLGATE PALMOLIVE CO COM | 35 | $3.2M | 0.00% | |
| 299 | LNGCHENIERE ENERGY INC COM NEW | 13 | $3.2M | 0.00% | |
| 300 | NETCLOUDFLARE INC CL A COM | 16 | $3.1M | 0.00% |