Principia Wealth Advisory
Latest statistics and disclosures from Principia Wealth Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTM, QQQ, VEU, SEPZ, DBMF, and represent 37.70% of Principia Wealth Advisory's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$10M), SEPZ (+$7.8M), ONEQ, BKLC, VEA, ADVM, SCYB, VCIT, PDBC, EMB.
- Started 173 new stock positions in HLN, SNY, IHG, QQQM, LYG, FER, NWG, RTO, GMAB, PPG.
- Reduced shares in these 10 stocks: , Trueshares Structured Outcome (-$7.8M), SPTM, VEU, SHY, DBMF, EMXC, , SLV, IAU.
- Sold out of its positions in AGCO, APG, WMS, UHAL.B, AMH, NLY, AIT, ARMK, ALAB, BBWI.
- Principia Wealth Advisory was a net buyer of stock by $4.8M.
- Principia Wealth Advisory has $118M in assets under management (AUM), dropping by 13.17%.
- Central Index Key (CIK): 0002041436
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Portfolio Holdings for Principia Wealth Advisory
Principia Wealth Advisory holds 943 positions in its portfolio as reported in the June 2025 quarterly 13F filing
Principia Wealth Advisory has 943 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Principia Wealth Advisory June 30, 2025 positions
- Download the Principia Wealth Advisory June 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) | 10.3 | $12M | -10% | 163k | 74.89 |
|
| Invesco Qqq Trust Series I Etf (QQQ) | 8.7 | $10M | +372020% | 19k | 551.53 |
|
| Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) | 7.7 | $9.2M | -11% | 136k | 67.22 |
|
| Trueshares Structured Outcome Etf (SEPZ) | 6.6 | $7.8M | NEW | 195k | 39.84 |
|
| Imgp Dbi Managed Futures Strategy Etf Etf (DBMF) | 4.4 | $5.2M | -5% | 201k | 25.73 |
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 4.3 | $5.1M | 103k | 49.46 |
|
|
| Eyepoint Pharmaceuticals Stock (EYPT) | 4.3 | $5.0M | 534k | 9.41 |
|
|
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 3.9 | $4.6M | -6% | 73k | 63.13 |
|
| Adverum Biotechnologies Stock (ADVM) | 3.7 | $4.4M | +19% | 2.0M | 2.15 |
|
| San Juan Basin Rty Tr Unit Ben Int Stock (SJT) | 3.2 | $3.8M | 642k | 5.96 |
|
|
| Ishares Gold Trust Etf (IAU) | 3.1 | $3.7M | -5% | 59k | 62.34 |
|
| Ishares Short Treasury Bond Etf Etf (SHV) | 2.9 | $3.4M | -5% | 31k | 110.42 |
|
| Ishares 1-3 Year Treasury Bond Etf Etf (SHY) | 2.4 | $2.9M | -26% | 35k | 82.86 |
|
| Ishares Silver Trust Etf (SLV) | 2.3 | $2.7M | -8% | 83k | 32.80 |
|
| Schwab Fundamental Int'l Large Cap Index Etf (FNDF) | 2.0 | $2.4M | -8% | 59k | 40.02 |
|
| Vanguard Small Cap Value Etf Etf (VBR) | 2.0 | $2.3M | -8% | 12k | 195.06 |
|
| U.s. Global Go Gold And Precious Metal Miners Etf Etf (GOAU) | 2.0 | $2.3M | -5% | 79k | 29.32 |
|
| Fidelity Nasdaq Composite Index Etf Etf (ONEQ) | 1.4 | $1.6M | NEW | 20k | 80.10 |
|
| Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC) | 1.4 | $1.6M | NEW | 14k | 118.43 |
|
| Ishares Bitcoin Trust Etf Etf (IBIT) | 1.4 | $1.6M | +6% | 26k | 61.20 |
|
| Global X MLP ETF Etf (MLPA) | 1.3 | $1.5M | -8% | 30k | 50.20 |
|
| Schwab Fundamental US Large Cap Index Etf (FNDX) | 1.2 | $1.5M | -8% | 60k | 24.54 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 1.1 | $1.3M | NEW | 23k | 57.01 |
|
| Vanguard Short-term Treasury Etf Etf (VGSH) | 0.6 | $752k | +6% | 13k | 58.78 |
|
| Schwab High Yield Bond Etf Etf (SCYB) | 0.6 | $678k | NEW | 26k | 26.54 |
|
| Kinder Morgan Inc Del Stock (KMI) | 0.5 | $617k | 21k | 29.40 |
|
|
| Microsoft Corp Stock (MSFT) | 0.5 | $606k | +7% | 1.2k | 497.41 |
|
| Apple Stock (AAPL) | 0.5 | $585k | +11% | 2.9k | 205.20 |
|
| Vanguard Short-term Bond Etf Etf (BSV) | 0.5 | $561k | +15% | 7.1k | 78.69 |
|
| Doubleline Opportunistic Core Bond Etf Etf (DBND) | 0.4 | $444k | +11% | 9.6k | 46.23 |
|
| Invesco Rafi Us 1000 Etf Etf (PRF) | 0.4 | $432k | 10k | 42.27 |
|
|
| Vanguard Core Plus Bond Etf Etf (VPLS) | 0.4 | $425k | +9% | 5.5k | 77.80 |
|
| Abrdn Physical Silver Shares Etf Etf (SIVR) | 0.3 | $404k | 12k | 34.41 |
|
|
| Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) | 0.3 | $390k | NEW | 4.7k | 82.92 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.3 | $390k | 1.3k | 303.93 |
|
|
| Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC) | 0.3 | $386k | +2991% | 30k | 13.04 |
|
| Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL) | 0.3 | $373k | +13% | 8.8k | 42.14 |
|
| Vanguard S&P 600 Etf (VIOO) | 0.3 | $370k | -11% | 3.7k | 101.24 |
|
| Schwab Charles Corp Stock (SCHW) | 0.3 | $366k | 4.0k | 91.23 |
|
|
| Resmed Stock (RMD) | 0.3 | $345k | 1.3k | 258.00 |
|
|
| Amcor Plc Ord Stock (AMCR) | 0.3 | $340k | 37k | 9.19 |
|
|
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 0.3 | $338k | -4% | 2.5k | 135.04 |
|
| Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) | 0.3 | $326k | NEW | 3.5k | 92.62 |
|
| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.3 | $321k | +18% | 2.4k | 133.27 |
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.3 | $312k | NEW | 12k | 26.50 |
|
| Pinnacle West Cap Corp Stock (PNW) | 0.3 | $308k | 3.4k | 89.46 |
|
|
| Abrdn Physical Gold Shares Etf Etf (SGOL) | 0.3 | $297k | -5% | 9.4k | 31.54 |
|
| Vaneck Gold Miners Etf Etf (GDX) | 0.2 | $289k | 5.6k | 52.06 |
|
|
| Thornburg Multi Sector Bond Etf Etf (TMB) | 0.2 | $281k | NEW | 11k | 25.45 |
|
| Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) | 0.2 | $279k | -16% | 11k | 25.35 |
|
| Fidelity Ethereum Fund Etf Etf (FETH) | 0.2 | $274k | -4% | 11k | 25.15 |
|
| Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) | 0.2 | $273k | +5% | 5.4k | 50.27 |
|
| Spdr Gold Shares Etf (GLD) | 0.2 | $267k | -4% | 877.00 | 304.83 |
|
| Ishares Tips Bond Etf Etf (TIP) | 0.2 | $257k | NEW | 2.3k | 110.04 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.2 | $251k | +3% | 865.00 | 289.91 |
|
| Take-Two Interactive Software Stock (TTWO) | 0.2 | $242k | 995.00 | 242.85 |
|
|
| Vanguard Ftse Europe Etf Etf (VGK) | 0.2 | $236k | NEW | 3.0k | 77.50 |
|
| Sprott Asset Management Lp Physical Silver Cef (PSLV) | 0.2 | $209k | -16% | 17k | 12.24 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.2 | $208k | 337.00 | 617.85 |
|
|
| Incyte Corp Stock (INCY) | 0.2 | $205k | 3.0k | 68.10 |
|
|
| Gmo U.s. Quality Etf Etf (QLTY) | 0.2 | $205k | +3% | 6.0k | 34.24 |
|
| Ishares Silver Trust Etf Call Option | 0.2 | $197k | -14% | 6.0k | 32.80 |
|
| Nvidia Corporation Stock (NVDA) | 0.2 | $181k | +56% | 1.1k | 157.99 |
|
| American Beacon Glg Natural Resources Etf Etf (MGNR) | 0.2 | $179k | +26% | 5.4k | 33.21 |
|
| Viking Therapeutics Stock (VKTX) | 0.1 | $172k | 6.5k | 26.50 |
|
|
| The Campbells Company Stock (CPB) | 0.1 | $165k | 5.4k | 30.65 |
|
|
| Assurant Stock (AIZ) | 0.1 | $164k | 831.00 | 197.38 |
|
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.1 | $159k | +8% | 902.00 | 176.23 |
|
| Amgen Stock (AMGN) | 0.1 | $159k | +2% | 568.00 | 279.21 |
|
| Vanguard Small-cap Etf Etf (VB) | 0.1 | $158k | NEW | 667.00 | 236.98 |
|
| Vaneck Gold Miners Etf Etf Call Option | 0.1 | $156k | -40% | 3.0k | 52.06 |
|
| Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) | 0.1 | $156k | -15% | 3.9k | 40.10 |
|
| Amazon Stock (AMZN) | 0.1 | $151k | +37% | 689.00 | 219.39 |
|
| Conagra Brands Stock (CAG) | 0.1 | $151k | +2% | 7.4k | 20.47 |
|
| Simplify Managed Futures Strategy Etf Etf (CTA) | 0.1 | $150k | NEW | 5.6k | 26.74 |
|
| Essex Property Trust Reit (ESS) | 0.1 | $149k | 525.00 | 283.18 |
|
|
| Walmart Stock (WMT) | 0.1 | $145k | +11% | 1.5k | 97.78 |
|
| Cognizant Technology Solutions Cl A Stock (CTSH) | 0.1 | $137k | 1.8k | 78.05 |
|
|
| Vanguard Information Technology Etf Etf (VGT) | 0.1 | $133k | NEW | 201.00 | 663.28 |
|
| Schwab Long-term U.s. Treasury Etf Etf (SCHQ) | 0.1 | $132k | NEW | 4.1k | 31.89 |
|
| Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) | 0.1 | $128k | NEW | 1.4k | 91.73 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.1 | $124k | +7% | 256.00 | 485.77 |
|
| Energy Sector Etf (XLE) | 0.1 | $124k | +14480% | 1.5k | 84.81 |
|
| Ishares Msci Global Metals & Mining Producers Etf Etf (PICK) | 0.1 | $123k | NEW | 3.3k | 37.60 |
|
| Medtronic Stock (MDT) | 0.1 | $118k | 1.4k | 87.18 |
|
|
| Tortoise North American Pipeline Fund Etf (TPYP) | 0.1 | $115k | NEW | 3.2k | 35.71 |
|
| Takeda Pharmaceutical Adr (TAK) | 0.1 | $111k | 7.2k | 15.46 |
|
|
| Virtus Reaves Utilities Etf Etf (UTES) | 0.1 | $108k | -11% | 1.4k | 75.62 |
|
| Vanguard Short-term Tax Exempt Bond Etf Etf (VTES) | 0.1 | $95k | 941.00 | 100.93 |
|
|
| Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) | 0.1 | $95k | 1.9k | 50.92 |
|
|
| Fortive Corp Stock (FTV) | 0.1 | $90k | 1.7k | 52.14 |
|
|
| Nextera Energy Stock (NEE) | 0.1 | $89k | +2% | 1.3k | 69.42 |
|
| Exxon Mobil Corp Stock (XOM) | 0.1 | $87k | 805.00 | 107.83 |
|
|
| Nuveen Mun Value Cef (NUV) | 0.1 | $84k | 9.6k | 8.69 |
|
|
| Triumph Financial Stock (TFIN) | 0.1 | $83k | 1.5k | 55.11 |
|
|
| Franklin Ftse Japan Etf Etf (FLJP) | 0.1 | $77k | NEW | 2.4k | 32.15 |
|
| Tesla Stock (TSLA) | 0.1 | $76k | +35% | 239.00 | 317.66 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.1 | $75k | +17% | 101.00 | 738.09 |
|
| Merck & Co Stock (MRK) | 0.1 | $70k | +6% | 885.00 | 79.14 |
|
| Mcdonalds Corp Stock (MCD) | 0.1 | $68k | 232.00 | 292.17 |
|
|
| Franklin Income Focus Etf Income Focus Etf Etf (INCM) | 0.1 | $66k | NEW | 2.4k | 27.05 |
|
| Global Pmts Stock (GPN) | 0.1 | $66k | 819.00 | 80.07 |
|
|
| Doubleline Opportunistic Cr Cef (DBL) | 0.1 | $61k | 4.0k | 15.38 |
|
|
| Ishares Core U.s. Reit Etf Etf (USRT) | 0.1 | $60k | NEW | 1.1k | 56.56 |
|
| Clorox Co Del Stock (CLX) | 0.0 | $58k | +2% | 482.00 | 119.96 |
|
| Broadcom Stock (AVGO) | 0.0 | $57k | +74% | 208.00 | 275.72 |
|
| Vanguard Large-cap Etf Etf (VV) | 0.0 | $56k | 197.00 | 285.30 |
|
|
| Verizon Communications Stock (VZ) | 0.0 | $56k | +3% | 1.3k | 43.28 |
|
| Fidelity Fundamental Large Cap Core Etf Etf (FFLC) | 0.0 | $51k | +12% | 1.1k | 48.86 |
|
| Mckesson Corp Stock (MCK) | 0.0 | $51k | +2% | 70.00 | 732.79 |
|
| Walgreens Boots Alliance Stock | 0.0 | $51k | 4.5k | 11.48 |
|
|
| Kinross Gold Corp Stock Call Option | 0.0 | $47k | NEW | 3.0k | 15.63 |
|
| Dimensional Emerging Markets Value Etf Etf (DFEV) | 0.0 | $39k | -6% | 1.3k | 29.99 |
|
| Teleflex Incorporated Stock (TFX) | 0.0 | $39k | 329.00 | 118.46 |
|
|
| Marketaxess Hldgs Stock (MKTX) | 0.0 | $37k | 166.00 | 222.78 |
|
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.0 | $34k | +18% | 191.00 | 177.39 |
|
| Ipg Photonics Corp Stock (IPGP) | 0.0 | $33k | 476.00 | 68.65 |
|
|
| Honeywell Intl Stock (HON) | 0.0 | $33k | +8% | 140.00 | 232.88 |
|
| Sprott Asset Management Lp Physical Gold An Cef (CEF) | 0.0 | $31k | -16% | 1.0k | 29.82 |
|
| Johnson & Johnson Stock (JNJ) | 0.0 | $31k | +17% | 204.00 | 152.75 |
|
| Ralliant Corp Stock (RAL) | 0.0 | $31k | NEW | 575.00 | 52.98 |
|
| Visa Inc Com Cl A Stock (V) | 0.0 | $28k | +19% | 80.00 | 355.05 |
|
| Nike Inc Cl B Stock (NKE) | 0.0 | $28k | +14% | 397.00 | 71.04 |
|
| T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF) | 0.0 | $28k | 790.00 | 35.18 |
|
|
| Ovintiv Stock (OVV) | 0.0 | $28k | 725.00 | 38.05 |
|
|
| Lowes Cos Stock (LOW) | 0.0 | $27k | +12% | 122.00 | 221.87 |
|
| Northern Dynasty Minerals Stock (NAK) | 0.0 | $27k | -11% | 20k | 1.34 |
|
| Eli Lilly & Co Stock (LLY) | 0.0 | $27k | +36% | 34.00 | 779.53 |
|
| Netflix Stock (NFLX) | 0.0 | $25k | +26% | 19.00 | 1339.11 |
|
| Uscf Summerhaven Dynamic Commodity Strategy No K-1 Fund Etf (SDCI) | 0.0 | $24k | +80% | 1.1k | 21.65 |
|
| Mastercard Incorporated Cl A Stock (MA) | 0.0 | $24k | +16% | 43.00 | 561.93 |
|
| Kinross Gold Corp Stock (KGC) | 0.0 | $23k | NEW | 1.5k | 15.63 |
|
| Biogen Stock (BIIB) | 0.0 | $23k | +7% | 183.00 | 125.59 |
|
| Costco Whsl Corp Stock (COST) | 0.0 | $23k | +64% | 23.00 | 989.96 |
|
| Harrow Stock (HROW) | 0.0 | $22k | 727.00 | 30.54 |
|
|
| Alerian Mlp Etf Etf (AMLP) | 0.0 | $20k | 408.00 | 48.86 |
|
|
| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.0 | $19k | 193.00 | 99.49 |
|
|
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.0 | $17k | NEW | 173.00 | 99.20 |
|
| Permian Basin Rty Tr Unit Ben Int Stock (PBT) | 0.0 | $17k | 1.3k | 12.43 |
|
|
| Oracle Corp Stock (ORCL) | 0.0 | $16k | +7% | 73.00 | 218.63 |
|
| Range Nuclear Renaissance Index Etf Etf (NUKZ) | 0.0 | $16k | -20% | 280.00 | 56.56 |
|
| Home Depot Stock (HD) | 0.0 | $15k | +147% | 42.00 | 366.64 |
|
| Abbvie Stock (ABBV) | 0.0 | $15k | +32% | 81.00 | 185.62 |
|
| Ge Aerospace Stock (GE) | 0.0 | $15k | +32% | 57.00 | 257.39 |
|
| Goldman Sachs Group Stock (GS) | 0.0 | $14k | +33% | 20.00 | 707.75 |
|
| Fidelity Wise Origin Bitcoin Fund Etf (FBTC) | 0.0 | $14k | +539% | 147.00 | 93.99 |
|
| Philip Morris Intl Stock (PM) | 0.0 | $14k | +31% | 75.00 | 182.13 |
|
| Wells Fargo Stock (WFC) | 0.0 | $14k | +22% | 168.00 | 80.12 |
|
| Unitedhealth Group Stock (UNH) | 0.0 | $13k | +38% | 43.00 | 311.98 |
|
| Coca Cola Stock (KO) | 0.0 | $13k | +55% | 185.00 | 70.75 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $13k | +29% | 96.00 | 136.32 |
|
| Abbott Labs Stock (ABT) | 0.0 | $13k | +20% | 95.00 | 136.01 |
|
| Cisco Sys Stock (CSCO) | 0.0 | $13k | -2% | 186.00 | 69.38 |
|
| Conocophillips Stock (COP) | 0.0 | $13k | +9% | 143.00 | 89.74 |
|
| Texas Pacific Land Corporation Stock (TPL) | 0.0 | $13k | -7% | 12.00 | 1056.42 |
|
| International Business Machs Stock (IBM) | 0.0 | $13k | +19% | 43.00 | 294.79 |
|
| Schlumberger Ltd Com Stk Stock (SLB) | 0.0 | $12k | 351.00 | 33.80 |
|
|
| Azek Co Inc Cl A Stock (AZEK) | 0.0 | $12k | 214.00 | 54.35 |
|
|
| Bank America Corp Stock (BAC) | 0.0 | $12k | +284% | 242.00 | 47.32 |
|
| Advanced Micro Devices Stock (AMD) | 0.0 | $11k | 80.00 | 141.90 |
|
|
| Rtx Corporation Stock (RTX) | 0.0 | $11k | +26% | 72.00 | 146.01 |
|
| Salesforce Stock (CRM) | 0.0 | $10k | +137% | 38.00 | 272.68 |
|
| Jpmorgan Equity Premium Income Etf Etf (JEPI) | 0.0 | $10k | 181.00 | 56.85 |
|
|
| Intuit Stock (INTU) | 0.0 | $10k | +44% | 13.00 | 787.62 |
|
| Ge Vernova Stock (GEV) | 0.0 | $10k | +26% | 19.00 | 529.16 |
|
| Arista Networks Stock (ANET) | 0.0 | $10k | +5% | 98.00 | 102.31 |
|
| Morgan Stanley Stock (MS) | 0.0 | $10k | +5% | 71.00 | 140.86 |
|
| Uber Technologies Stock (UBER) | 0.0 | $9.5k | +21% | 102.00 | 93.30 |
|
| Disney Walt Stock (DIS) | 0.0 | $9.4k | +49% | 76.00 | 124.01 |
|
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $9.4k | +115% | 43.00 | 218.65 |
|
| Servicenow Stock (NOW) | 0.0 | $9.3k | 9.00 | 1028.11 |
|
|
| Phillips 66 Stock (PSX) | 0.0 | $8.9k | +10% | 75.00 | 119.31 |
|
| Eaton Corp Stock (ETN) | 0.0 | $8.9k | 25.00 | 357.00 |
|
|
| Procter And Gamble Stock (PG) | 0.0 | $8.9k | -38% | 56.00 | 159.32 |
|
| Linde Stock (LIN) | 0.0 | $8.9k | +26% | 19.00 | 469.16 |
|
| Pepsico Stock (PEP) | 0.0 | $8.8k | +34% | 67.00 | 132.04 |
|
| At&t Stock (T) | 0.0 | $8.6k | +16% | 297.00 | 28.94 |
|
| Boeing Stock (BA) | 0.0 | $8.6k | +51% | 41.00 | 209.54 |
|
| Caterpillar Stock (CAT) | 0.0 | $8.5k | +46% | 22.00 | 388.23 |
|
| Amphenol Corp New Cl A Stock (APH) | 0.0 | $8.5k | +26% | 86.00 | 98.76 |
|
| Carvana Co Cl A Stock (CVNA) | 0.0 | $8.4k | +257% | 25.00 | 336.96 |
|
| Halliburton Stock (HAL) | 0.0 | $8.4k | +7% | 412.00 | 20.38 |
|
| Tjx Cos Stock (TJX) | 0.0 | $8.4k | +4% | 68.00 | 123.49 |
|
| Applied Matls Stock (AMAT) | 0.0 | $8.2k | -18% | 45.00 | 183.07 |
|
| Intuitive Surgical Stock (ISRG) | 0.0 | $8.2k | +66% | 15.00 | 543.40 |
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.0 | $8.1k | +23% | 16.00 | 509.31 |
|
| Boston Scientific Corp Stock (BSX) | 0.0 | $8.1k | 75.00 | 107.41 |
|
|
| Brandes International Etf Etf (BINV) | 0.0 | $8.0k | NEW | 225.00 | 35.70 |
|
| Sysco Corp Stock (SYY) | 0.0 | $8.0k | +4% | 106.00 | 75.74 |
|
| Qualcomm Stock (QCOM) | 0.0 | $8.0k | +4% | 50.00 | 159.26 |
|
| Oreilly Automotive Stock (ORLY) | 0.0 | $7.8k | +2766% | 86.00 | 90.13 |
|
| Adobe Stock (ADBE) | 0.0 | $7.7k | +66% | 20.00 | 386.90 |
|
| Chevron Corp Stock (CVX) | 0.0 | $7.7k | 54.00 | 143.19 |
|
|
| 3M Stock (MMM) | 0.0 | $7.6k | +4% | 50.00 | 152.24 |
|
| Aon Plc Shs Cl A Stock (AON) | 0.0 | $7.5k | +200% | 21.00 | 356.76 |
|
| Technology Sector Etf (XLK) | 0.0 | $7.3k | +314% | 29.00 | 253.24 |
|
| Corteva Stock (CTVA) | 0.0 | $7.3k | +6% | 98.00 | 74.53 |
|
| Pfizer Stock (PFE) | 0.0 | $7.2k | +219% | 297.00 | 24.24 |
|
| Motorola Solutions Stock (MSI) | 0.0 | $7.1k | +142% | 17.00 | 420.47 |
|
| Texas Instrs Stock (TXN) | 0.0 | $7.1k | -20% | 34.00 | 207.62 |
|
| Parker-hannifin Corp Stock (PH) | 0.0 | $7.0k | +25% | 10.00 | 698.50 |
|
| Progressive Corp Stock (PGR) | 0.0 | $6.9k | 26.00 | 266.85 |
|
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $6.9k | -28% | 23.00 | 298.87 |
|
| Micron Technology Stock (MU) | 0.0 | $6.8k | +37% | 55.00 | 123.25 |
|
| Palo Alto Networks Stock (PANW) | 0.0 | $6.8k | +65% | 33.00 | 204.64 |
|
| Gilead Sciences Stock (GILD) | 0.0 | $6.7k | +27% | 60.00 | 110.87 |
|
| Deere & Co Stock (DE) | 0.0 | $6.6k | +30% | 13.00 | 508.46 |
|
| Msci Stock (MSCI) | 0.0 | $6.3k | +10% | 11.00 | 576.73 |
|
| S&p Global Stock (SPGI) | 0.0 | $6.3k | +20% | 12.00 | 527.25 |
|
| Lam Research Corp Stock (LRCX) | 0.0 | $6.2k | +18% | 64.00 | 97.34 |
|
| Trane Technologies Stock (TT) | 0.0 | $6.1k | -36% | 14.00 | 437.43 |
|
| Sap Se Adr (SAP) | 0.0 | $6.1k | NEW | 20.00 | 304.10 |
|
| Verisign Stock (VRSN) | 0.0 | $6.1k | +600% | 21.00 | 288.81 |
|
| Stryker Corporation Stock (SYK) | 0.0 | $5.9k | +36% | 15.00 | 395.60 |
|
| Booking Holdings Stock (BKNG) | 0.0 | $5.8k | 1.00 | 5789.00 |
|
|
| Capital One Finl Corp Stock (COF) | 0.0 | $5.7k | +17% | 27.00 | 212.78 |
|
| American Express Stock (AXP) | 0.0 | $5.7k | +200% | 18.00 | 319.00 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.0 | $5.7k | +16% | 14.00 | 405.43 |
|
| Doordash Inc Cl A Stock (DASH) | 0.0 | $5.7k | +21% | 23.00 | 246.52 |
|
| Citigroup Stock (C) | 0.0 | $5.6k | +127% | 66.00 | 85.12 |
|
| Asml Holding N V N Y Registry Adr (ASML) | 0.0 | $5.6k | NEW | 7.00 | 801.43 |
|
| Brown & Brown Stock (BRO) | 0.0 | $5.5k | +525% | 50.00 | 110.88 |
|
| Southern Stock (SO) | 0.0 | $5.5k | +17% | 60.00 | 91.83 |
|
| Chubb Stock (CB) | 0.0 | $5.5k | +35% | 19.00 | 289.74 |
|
| Copart Stock (CPRT) | 0.0 | $5.5k | +300% | 112.00 | 49.07 |
|
| Fair Isaac Corp Stock (FICO) | 0.0 | $5.5k | 3.00 | 1828.00 |
|
|
| T-mobile Us Stock (TMUS) | 0.0 | $5.5k | +9% | 23.00 | 238.26 |
|
| Corpay Stock (CPAY) | 0.0 | $5.3k | +700% | 16.00 | 331.81 |
|
| F5 Stock (FFIV) | 0.0 | $5.3k | +5% | 18.00 | 294.33 |
|
| Snap On Stock (SNA) | 0.0 | $5.3k | +1600% | 17.00 | 311.18 |
|
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $5.3k | +27% | 23.00 | 228.83 |
|
| Blackrock Stock (BLK) | 0.0 | $5.2k | +25% | 5.00 | 1049.20 |
|
| Waters Corp Stock (WAT) | 0.0 | $5.2k | +15% | 15.00 | 349.07 |
|
| Mercadolibre Stock (MELI) | 0.0 | $5.2k | NEW | 2.00 | 2613.50 |
|
| Constellation Energy Corp Stock (CEG) | 0.0 | $5.2k | +23% | 16.00 | 322.75 |
|
| Starbucks Corp Stock (SBUX) | 0.0 | $5.0k | +17% | 55.00 | 91.64 |
|
| Fortinet Stock (FTNT) | 0.0 | $5.0k | +9% | 47.00 | 105.72 |
|
| Union Pac Corp Stock (UNP) | 0.0 | $4.8k | +40% | 21.00 | 230.10 |
|
| Snowflake Stock (SNOW) | 0.0 | $4.7k | +23% | 21.00 | 223.76 |
|
| Cme Group Stock (CME) | 0.0 | $4.7k | +30% | 17.00 | 275.65 |
|
| Financial Sector Etf (XLF) | 0.0 | $4.7k | +15% | 89.00 | 52.37 |
|
| American Tower Corp Reit (AMT) | 0.0 | $4.6k | +5% | 21.00 | 221.00 |
|
| Automatic Data Processing Stock (ADP) | 0.0 | $4.6k | +25% | 15.00 | 308.40 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $4.6k | +10% | 128.00 | 35.69 |
|
| Transdigm Group Stock (TDG) | 0.0 | $4.6k | +50% | 3.00 | 1520.67 |
|
| Ebay Stock (EBAY) | 0.0 | $4.5k | +10% | 61.00 | 74.46 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $4.5k | +97% | 67.00 | 67.43 |
|
| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $4.5k | +27% | 14.00 | 320.14 |
|
| Welltower Reit (WELL) | 0.0 | $4.5k | -6% | 29.00 | 153.72 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $4.5k | +11% | 10.00 | 445.20 |
|
Past Filings by Principia Wealth Advisory
SEC 13F filings are viewable for Principia Wealth Advisory going back to 2025
- Principia Wealth Advisory 2025 Q2 filed Aug. 14, 2025
- Principia Wealth Advisory 2024 Q4 filed April 11, 2025
- Principia Wealth Advisory 2025 Q1 filed April 11, 2025