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)

#StockSharesValue% PortfolioType
301
AEPAMERICAN ELEC PWR CO INC COM
30$3.1M0.00%
302
TMTOYOTA MOTOR CORP ADS
18$3.1M0.00%
303
SCHOSCHWAB SHORT-TERM US TREASURY ETF
127$3.1M0.00%
304
ADIANALOG DEVICES INC COM
13$3.1M0.00%
305
KKRKKR & CO INC COM
23$3.1M0.00%
306
UPSUNITED PARCEL SERVICE INC CL B
30$3.0M0.00%
307
ALSALLSTATE CORP COM
15$3.0M0.00%
308
WMBWILLIAMS COS INC COM
48$3.0M0.00%
309
BKBANK NEW YORK MELLON CORP COM
33$3.0M0.00%
310
CSXCSX CORP COM
91$3.0M0.00%
311
FLEXFLEX LTD ORD
59$2.9M0.00%
312
KRKROGER CO COM
41$2.9M0.00%
313
GDGENERAL DYNAMICS CORP COM
10$2.9M0.00%
314
8CWCROWN CASTLE INC COM
28$2.9M0.00%
315
ULUNILEVER PLC SPON ADR NEW
47$2.9M0.00%
316
XCEMCOLUMBIA EM CORE EX-CHINA ETF
84$2.9M0.00%
317
JCIJOHNSON CTLS INTL PLC SHS
27$2.9M0.00%
318
KMBKIMBERLY-CLARK CORP COM
22$2.8M0.00%
319
APDAIR PRODS & CHEMS INC COM
10$2.8M0.00%
320
CCOCLEAR CHANNEL OUTDOOR HLDGS IN COM
2,400$2.8M0.00%
321
ROSTROSS STORES INC COM
22$2.8M0.00%
322
VRSKVERISK ANALYTICS INC COM
9$2.8M0.00%
323
BHPBHP GROUP LTD SPONSORED ADS
58$2.8M0.00%
324
HESHESS CORP COM
20$2.8M0.00%
325
MNSTMONSTER BEVERAGE CORP NEW COM
44$2.8M0.00%
326
SHWSHERWIN WILLIAMS CO COM
8$2.7M0.00%
327
AG8AGILENT TECHNOLOGIES INC COM
23$2.7M0.00%
328
HCAHCA HEALTHCARE INC COM
7$2.7M0.00%
329
USBUS BANCORP DEL COM NEW
59$2.7M0.00%
330
ZTSZOETIS INC CL A
17$2.7M0.00%
331
CMICUMMINS INC COM
8$2.6M0.00%
332
FCXFREEPORT-MCMORAN INC CL B
60$2.6M0.00%
333
NDAQNASDAQ INC COM
29$2.6M0.00%
334
FFORD MTR CO COM
238$2.6M0.00%
335
SANBANCO SANTANDER S.A. ADR
309$2.6M0.00%
336
FASTFASTENAL CO COM
61$2.6M0.00%
337
EMREMERSON ELEC CO COM
19$2.5M0.00%
338
IQVIQVIA HLDGS INC COM
16$2.5M0.00%
339
YUMYUM BRANDS INC COM
17$2.5M0.00%
340
MCOMOODYS CORP COM
5$2.5M0.00%
341
FDXFEDEX CORP COM
11$2.5M0.00%
342
NOCNORTHROP GRUMMAN CORP COM
5$2.5M0.00%
343
ITWILLINOIS TOOL WKS INC COM
10$2.5M0.00%
344
TTENTOTALENERGIES SE SPONSORED ADS
40$2.5M0.00%
345
NTAPNETAPP INC COM
23$2.5M0.00%
346
BDXBECTON DICKINSON & CO COM
14$2.4M0.00%
347
AIGAMERICAN INTL GROUP INC COM NEW
28$2.4M0.00%
348
KVUEKENVUE INC COM
114$2.4M0.00%
349
GLWCORNING INC COM
45$2.4M0.00%
350
MTDMETTLER TOLEDO INTERNATIONAL COM
2$2.3M0.00%
351
CARRCARRIER GLOBAL CORPORATION COM
32$2.3M0.00%
352
BKRBAKER HUGHES COMPANY CL A
61$2.3M0.00%
353
UBSUBS GROUP AG SHS
69$2.3M0.00%
354
GISGENERAL MLS INC COM
45$2.3M0.00%
355
VSTVISTRA CORP COM
12$2.3M0.00%
356
SPOTSPOTIFY TECHNOLOGY S A SHS
3$2.3M0.00%
357
LYVLIVE NATION ENTERTAINMENT INC COM
15$2.3M0.00%
358
OXYOCCIDENTAL PETE CORP COM
54$2.3M0.00%
359
PWRQUANTA SVCS INC COM
6$2.3M0.00%
360
ROPROPER TECHNOLOGIES INC COM
4$2.3M0.00%
361
IRMIRON MTN INC DEL COM
22$2.3M0.00%
362
RHCRH PLC ORD
24$2.2M0.00%
363
MPWRMONOLITHIC PWR SYS INC COM
3$2.2M0.00%
364
NXPINXP SEMICONDUCTORS N V COM
10$2.2M0.00%
365
MRVLMARVELL TECHNOLOGY INC COM
28$2.2M0.00%
366
MPCMARATHON PETE CORP COM
13$2.2M0.00%
367
NTRSNORTHERN TR CORP COM
17$2.2M0.00%
368
IDXXIDEXX LABS INC COM
4$2.1M0.00%
369
A4SAMERIPRISE FINL INC COM
4$2.1M0.00%
370
RBLXROBLOX CORP CL A
20$2.1M0.00%
371
ABGCENCORA INC COM
7$2.1M0.00%
372
ONON SEMICONDUCTOR CORP COM
40$2.1M0.00%
373
SOFISOFI TECHNOLOGIES INC COM
115$2.1M0.00%
374
GWWGRAINGER W W INC COM
2$2.1M0.00%
375
EAELECTRONIC ARTS INC COM
13$2.1M0.00%
376
DHID R HORTON INC COM
16$2.1M0.00%
377
FANGDIAMONDBACK ENERGY INC COM
15$2.1M0.00%
378
VICIVICI PPTYS INC COM
63$2.1M0.00%
379
QQQMINVESCO NASDAQ 100 ETF
9$2.0M0.00%
380
PAYXPAYCHEX INC COM
14$2.0M0.00%
381
EWEDWARDS LIFESCIENCES CORP COM
26$2.0M0.00%
382
GMGENERAL MTRS CO COM
41$2.0M0.00%
383
VEEVVEEVA SYS INC CL A COM
7$2.0M0.00%
384
VLOVALERO ENERGY CORP COM
15$2.0M0.00%
385
LHXL3HARRIS TECHNOLOGIES INC COM
8$2.0M0.00%
386
SNYSANOFI SPONSORED ADR
41$2.0M0.00%
387
DDOMINION ENERGY INC COM
35$2.0M0.00%
388
CFGCITIZENS FINL GROUP INC COM
44$2.0M0.00%
389
JBLJABIL INC COM
9$2.0M0.00%
390
FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW
9$2.0M0.00%
391
TTDTHE TRADE DESK INC COM CL A
27$1.9M0.00%
392
BMTABRITISH AMERN TOB PLC SPONSORED ADR
41$1.9M0.00%
393
PRUPRUDENTIAL FINL INC COM
18$1.9M0.00%
394
RIGTRANSOCEAN LTD REGISTERED SHS
743$1.9M0.00%
395
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
32$1.9M0.00%
396
SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR
127$1.9M0.00%
397
XLIIndustrial Sector
13$1.9M0.00%
398
ETRENTERGY CORP NEW COM
23$1.9M0.00%
399
RELXRELX PLC SPONSORED ADR
35$1.9M0.00%
400
PCARPACCAR INC COM
20$1.9M0.00%
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