Principia Wealth Advisory
Latest statistics and disclosures from Principia Wealth Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTM, SPTS, VEU, SEPZ, ADVM, and represent 42.37% of Principia Wealth Advisory's stock portfolio.
- Added to shares of these 10 stocks: SPTS (+$9.4M), SJT, ADVM, EYPT, VEU, SHY, SHV, DBMF, VWO, SEPZ.
- Started 147 new stock positions in GTLB, LII, WTFC, CLF, THO, WCC, RITM, ONB, NE, PEN.
- Reduced shares in these 10 stocks: IWB (-$8.9M), TARS (-$7.7M), GOAU, MLPA, IBIT, GUNR, WMT, PHYS, IXC, SLV.
- Sold out of its positions in AFRM, AMTM, BWXT, BWA, GTLS, CMG, CLH, CMC, CCK, CW.
- Principia Wealth Advisory was a net buyer of stock by $1.4M.
- Principia Wealth Advisory has $104M in assets under management (AUM), dropping by -2.00%.
- Central Index Key (CIK): 0002041436
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Portfolio Holdings for Principia Wealth Advisory
Principia Wealth Advisory holds 855 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Principia Wealth Advisory has 855 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Principia Wealth Advisory March 31, 2025 positions
- Download the Principia Wealth Advisory March 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) | 11.5 | $12M | +2% | 182k | 66.02 |
|
| Spdr Portfolio Short Term Treasury Etf Etf (SPTS) | 9.1 | $9.5M | +34072% | 324k | 29.17 |
|
| Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) | 8.5 | $8.9M | +12% | 154k | 58.09 |
|
| Trueshares Structured Outcome Etf (SEPZ) | 7.4 | $7.8M | +5% | 215k | 36.19 |
|
| Adverum Biotechnologies Stock (ADVM) | 5.8 | $6.1M | +27% | 1.7M | 3.58 |
|
| Imgp Dbi Managed Futures Strategy Etf Etf (DBMF) | 5.1 | $5.4M | +12% | 213k | 25.10 |
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 4.2 | $4.4M | +10% | 104k | 42.49 |
|
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 4.0 | $4.2M | +8% | 78k | 53.53 |
|
| Ishares 1-3 Year Treasury Bond Etf Etf (SHY) | 3.7 | $3.9M | +32% | 47k | 82.59 |
|
| Ishares Gold Trust Etf (IAU) | 3.5 | $3.7M | 63k | 58.38 |
|
|
| Ishares Short Treasury Bond Etf Etf (SHV) | 3.4 | $3.6M | +22% | 32k | 110.20 |
|
| San Juan Basin Rty Tr Unit Ben Int Stock (SJT) | 3.2 | $3.4M | +3003% | 654k | 5.13 |
|
| Ishares Silver Trust Etf (SLV) | 2.4 | $2.5M | 91k | 28.06 |
|
|
| Eyepoint Pharmaceuticals Stock (EYPT) | 2.3 | $2.4M | +97% | 534k | 4.57 |
|
| Vanguard Small Cap Value Etf Etf (VBR) | 2.2 | $2.3M | +5% | 13k | 176.76 |
|
| Schwab Fundamental Int'l Large Cap Index Etf (FNDF) | 2.1 | $2.2M | +8% | 65k | 34.60 |
|
| U.s. Global Go Gold And Precious Metal Miners Etf Etf (GOAU) | 1.9 | $2.0M | -47% | 83k | 24.40 |
|
| Global X MLP ETF Etf (MLPA) | 1.5 | $1.6M | -50% | 32k | 48.35 |
|
| Schwab Fundamental US Large Cap Index Etf (FNDX) | 1.4 | $1.5M | +7% | 66k | 22.47 |
|
| Ishares Bitcoin Trust Etf Etf (IBIT) | 1.1 | $1.2M | -17% | 25k | 46.83 |
|
| Vanguard Short-term Treasury Etf Etf (VGSH) | 0.7 | $705k | +4% | 12k | 58.56 |
|
| Kinder Morgan Inc Del Stock (KMI) | 0.5 | $544k | 21k | 26.25 |
|
|
| Apple Stock (AAPL) | 0.5 | $511k | 2.6k | 198.88 |
|
|
| Vanguard Short-term Bond Etf Etf (BSV) | 0.5 | $482k | 6.2k | 78.05 |
|
|
| Microsoft Corp Stock (MSFT) | 0.4 | $443k | +7% | 1.1k | 390.49 |
|
| Invesco Rafi Us 1000 Etf Etf (PRF) | 0.4 | $393k | 10k | 38.44 |
|
|
| Doubleline Opportunistic Core Bond Etf Etf (DBND) | 0.4 | $392k | 8.6k | 45.46 |
|
|
| Vanguard Core Plus Bond Etf Etf (VPLS) | 0.4 | $381k | +5% | 5.0k | 76.45 |
|
| Vanguard S&P 600 Etf (VIOO) | 0.4 | $376k | +3% | 4.1k | 91.07 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.3 | $351k | NEW | 1.3k | 268.48 |
|
| Abrdn Physical Silver Shares Etf Etf (SIVR) | 0.3 | $345k | 12k | 29.41 |
|
|
| Amcor Plc Ord Stock (AMCR) | 0.3 | $333k | 37k | 9.02 |
|
|
| Sprott Physical Gold Tr Unit Cef (PHYS) | 0.3 | $312k | -19% | 13k | 23.67 |
|
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 0.3 | $309k | 2.6k | 118.51 |
|
|
| Pinnacle West Cap Corp Stock (PNW) | 0.3 | $309k | 3.4k | 90.61 |
|
|
| Schwab Charles Corp Stock (SCHW) | 0.3 | $301k | 4.0k | 75.26 |
|
|
| Horizon Kinetics Inflation Beneficiaries Etf Etf (INFL) | 0.3 | $299k | +17% | 7.8k | 38.49 |
|
| Abrdn Physical Gold Shares Etf Etf (SGOL) | 0.3 | $295k | -9% | 10k | 29.51 |
|
| Resmed Stock (RMD) | 0.3 | $294k | 1.4k | 216.44 |
|
|
| Tesla Stock Call Option | 0.3 | $272k | NEW | 1.0k | 272.20 |
|
| Spdr Gold Shares Etf (GLD) | 0.3 | $262k | -7% | 917.00 | 285.38 |
|
| Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) | 0.2 | $255k | -4% | 5.1k | 49.75 |
|
| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.2 | $250k | +159% | 2.0k | 122.69 |
|
| Vaneck Gold Miners Etf Etf (GDX) | 0.2 | $250k | 5.6k | 44.99 |
|
|
| Vaneck Gold Miners Etf Etf Call Option | 0.2 | $225k | NEW | 5.0k | 44.99 |
|
| Sprott Physical Silver Tr Tr Unit Cef (PSLV) | 0.2 | $212k | -12% | 20k | 10.38 |
|
| Take-Two Interactive Software Stock (TTWO) | 0.2 | $207k | 993.00 | 208.13 |
|
|
| The Campbells Company Stock (CPB) | 0.2 | $203k | 5.3k | 38.25 |
|
|
| Ishares Silver Trust Etf Call Option | 0.2 | $196k | +59% | 7.0k | 28.06 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.2 | $195k | 833.00 | 234.34 |
|
|
| Fidelity Ethereum Fund Etf Etf (FETH) | 0.2 | $187k | -3% | 11k | 16.36 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.2 | $185k | 337.00 | 548.62 |
|
|
| Conagra Brands Stock (CAG) | 0.2 | $185k | 7.2k | 25.69 |
|
|
| Gmo U.s. Quality Etf Etf (QLTY) | 0.2 | $178k | +42% | 5.8k | 30.73 |
|
| Incyte Corp Stock (INCY) | 0.2 | $177k | 3.0k | 58.86 |
|
|
| Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) | 0.2 | $165k | -33% | 4.6k | 36.09 |
|
| Amgen Stock (AMGN) | 0.2 | $161k | +3% | 555.00 | 290.89 |
|
| Assurant Stock (AIZ) | 0.2 | $159k | 822.00 | 193.29 |
|
|
| Viking Therapeutics Stock (VKTX) | 0.1 | $150k | +10% | 6.5k | 23.10 |
|
| Essex Property Trust Reit (ESS) | 0.1 | $141k | 520.00 | 271.82 |
|
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.1 | $132k | 832.00 | 158.71 |
|
|
| Cognizant Technology Solutions Cl A Stock (CTSH) | 0.1 | $127k | 1.7k | 72.88 |
|
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.1 | $124k | +8% | 238.00 | 521.41 |
|
| American Beacon Glg Natural Resources Etf Etf (MGNR) | 0.1 | $120k | NEW | 4.3k | 28.14 |
|
| Walmart Stock (WMT) | 0.1 | $119k | -40% | 1.3k | 89.60 |
|
| Fortive Corp Stock (FTV) | 0.1 | $117k | 1.7k | 67.78 |
|
|
| Medtronic Stock (MDT) | 0.1 | $115k | +2% | 1.3k | 85.29 |
|
| Tortoise North American Pipeline Fund Etf (TPYP) | 0.1 | $107k | -23% | 3.2k | 33.58 |
|
| Takeda Pharmaceutical Adr (TAK) | 0.1 | $103k | 7.1k | 14.34 |
|
|
| Virtus Reaves Utilities Etf Etf (UTES) | 0.1 | $102k | -6% | 1.6k | 63.36 |
|
| Amazon Stock (AMZN) | 0.1 | $96k | -18% | 502.00 | 191.10 |
|
| Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) | 0.1 | $94k | NEW | 1.9k | 50.63 |
|
| Vanguard Short-term Tax Exempt Bond Etf Etf (VTES) | 0.1 | $94k | NEW | 941.00 | 99.56 |
|
| Nextera Energy Stock (NEE) | 0.1 | $85k | 1.3k | 67.58 |
|
|
| Exxon Mobil Corp Stock (XOM) | 0.1 | $85k | +13% | 799.00 | 105.85 |
|
| Nvidia Corporation Stock (NVDA) | 0.1 | $83k | +9% | 729.00 | 114.33 |
|
| Nuveen Mun Value Cef (NUV) | 0.1 | $82k | 9.6k | 8.56 |
|
|
| Triumph Financial Stock (TFIN) | 0.1 | $80k | 1.5k | 53.54 |
|
|
| Global Pmts Stock (GPN) | 0.1 | $74k | 817.00 | 90.23 |
|
|
| Mcdonalds Corp Stock (MCD) | 0.1 | $69k | +4% | 228.00 | 303.96 |
|
| Merck & Co Stock (MRK) | 0.1 | $68k | 833.00 | 81.89 |
|
|
| Clorox Co Del Stock (CLX) | 0.1 | $66k | 470.00 | 139.91 |
|
|
| Doubleline Opportunistic Cr Cef (DBL) | 0.1 | $62k | +41% | 4.0k | 15.46 |
|
| Verizon Communications Stock (VZ) | 0.1 | $53k | +4% | 1.2k | 42.89 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.0 | $50k | +53% | 86.00 | 585.77 |
|
| Vanguard Large-cap Etf Etf (VV) | 0.0 | $49k | 197.00 | 250.37 |
|
|
| Sitio Royalties Corp Class A Stock (STR) | 0.0 | $49k | +11% | 2.9k | 16.71 |
|
| Walgreens Boots Alliance Stock (WBA) | 0.0 | $48k | 4.5k | 10.78 |
|
|
| Tesla Stock (TSLA) | 0.0 | $48k | +114% | 176.00 | 272.20 |
|
| Mckesson Corp Stock (MCK) | 0.0 | $46k | 68.00 | 671.76 |
|
|
| Teleflex Incorporated Stock (TFX) | 0.0 | $44k | 328.00 | 135.30 |
|
|
| Fidelity Fundamental Large Cap Core Etf Etf (FFLC) | 0.0 | $39k | +313% | 930.00 | 42.27 |
|
| Dimensional Emerging Markets Value Etf Etf (DFEV) | 0.0 | $35k | +12% | 1.4k | 24.92 |
|
| Sprott Physical Gold & Silver Tr Unit Cef (CEF) | 0.0 | $34k | -10% | 1.3k | 27.37 |
|
| Marketaxess Hldgs Stock (MKTX) | 0.0 | $34k | 165.00 | 203.18 |
|
|
| Ipg Photonics Corp Stock (IPGP) | 0.0 | $27k | 476.00 | 57.47 |
|
|
| Ovintiv Stock (OVV) | 0.0 | $26k | 731.00 | 35.97 |
|
|
| Johnson & Johnson Stock (JNJ) | 0.0 | $26k | +17% | 174.00 | 150.97 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.0 | $26k | +111% | 161.00 | 161.06 |
|
| Honeywell Intl Stock (HON) | 0.0 | $26k | -9% | 129.00 | 199.10 |
|
| Pimco Commodity Strategy Active Exchange-traded Fund Etf (CMDT) | 0.0 | $25k | -25% | 990.00 | 24.96 |
|
| T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF) | 0.0 | $25k | +3% | 780.00 | 31.53 |
|
| Lowes Cos Stock (LOW) | 0.0 | $24k | -6% | 108.00 | 223.20 |
|
| Visa Inc Com Cl A Stock (V) | 0.0 | $22k | +63% | 67.00 | 332.43 |
|
| Broadcom Stock (AVGO) | 0.0 | $22k | +7% | 119.00 | 185.24 |
|
| Direxion Daily Googl Bear 1x Shares Etf Etf (GGLS) | 0.0 | $22k | -39% | 1.5k | 14.09 |
|
| Nike Inc Cl B Stock (NKE) | 0.0 | $21k | -16% | 348.00 | 59.32 |
|
| Northern Dynasty Minerals Stock (NAK) | 0.0 | $21k | +2% | 23k | 0.91 |
|
| Biogen Stock (BIIB) | 0.0 | $21k | 170.00 | 120.49 |
|
|
| Alerian Mlp Etf Etf (AMLP) | 0.0 | $19k | -48% | 408.00 | 47.17 |
|
| Mastercard Incorporated Cl A Stock (MA) | 0.0 | $19k | +85% | 37.00 | 515.43 |
|
| Eli Lilly & Co Stock (LLY) | 0.0 | $19k | +31% | 25.00 | 753.72 |
|
| Harrow Stock (HROW) | 0.0 | $18k | 727.00 | 24.91 |
|
|
| Unitedhealth Group Stock (UNH) | 0.0 | $18k | +34% | 31.00 | 578.52 |
|
| Ishares S&p Small-cap 600 Value Etf Etf (IJS) | 0.0 | $18k | 193.00 | 90.70 |
|
|
| Texas Pacific Land Corporation Stock (TPL) | 0.0 | $16k | 13.00 | 1263.46 |
|
|
| Procter And Gamble Stock (PG) | 0.0 | $15k | +62% | 91.00 | 162.32 |
|
| Netflix Stock (NFLX) | 0.0 | $14k | +50% | 15.00 | 945.47 |
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg Stock (BEPC) | 0.0 | $14k | -62% | 520.00 | 26.64 |
|
| Costco Whsl Corp Stock (COST) | 0.0 | $14k | +40% | 14.00 | 965.21 |
|
| Range Nuclear Renaissance Index Etf Etf (NUKZ) | 0.0 | $13k | +12% | 350.00 | 38.25 |
|
| Permian Basin Rty Tr Unit Ben Int Stock (PBT) | 0.0 | $13k | 1.3k | 9.51 |
|
|
| Schlumberger Ltd Com Stk Stock (SLB) | 0.0 | $13k | +16% | 347.00 | 35.98 |
|
| Uscf Summerhaven Dynamic Commodity Strategy No K-1 Fund Etf (SDCI) | 0.0 | $12k | +3% | 620.00 | 19.90 |
|
| Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC) | 0.0 | $12k | 957.00 | 12.71 |
|
|
| Conocophillips Stock (COP) | 0.0 | $12k | -2% | 131.00 | 91.51 |
|
| Cisco Sys Stock (CSCO) | 0.0 | $11k | +85% | 191.00 | 58.13 |
|
| Abbvie Stock (ABBV) | 0.0 | $11k | +74% | 61.00 | 179.84 |
|
| Azek Co Inc Cl A Stock (AZEK) | 0.0 | $10k | -76% | 214.00 | 47.41 |
|
| Abbott Labs Stock (ABT) | 0.0 | $10k | +79% | 79.00 | 127.04 |
|
| Jpmorgan Equity Premium Income Etf Etf (JEPI) | 0.0 | $9.9k | 181.00 | 54.80 |
|
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $9.6k | +100% | 32.00 | 299.94 |
|
| Oracle Corp Stock (ORCL) | 0.0 | $9.5k | +65% | 68.00 | 139.69 |
|
| Wells Fargo Stock (WFC) | 0.0 | $9.1k | +63% | 137.00 | 66.33 |
|
| Vanguard Russell 1000 Etf Etf (VONE) | 0.0 | $8.9k | NEW | 36.00 | 246.14 |
|
| Philip Morris Intl Stock (PM) | 0.0 | $8.7k | +50% | 57.00 | 151.81 |
|
| Halliburton Stock (HAL) | 0.0 | $8.5k | -8% | 385.00 | 22.07 |
|
| International Business Machs Stock (IBM) | 0.0 | $8.5k | +56% | 36.00 | 235.31 |
|
| Coca Cola Stock (KO) | 0.0 | $8.3k | +6% | 119.00 | 69.95 |
|
| Applied Matls Stock (AMAT) | 0.0 | $8.2k | +400% | 55.00 | 149.73 |
|
| Tjx Cos Stock (TJX) | 0.0 | $8.2k | +132% | 65.00 | 126.05 |
|
| Ge Aerospace Stock (GE) | 0.0 | $8.1k | +59% | 43.00 | 187.28 |
|
| Chevron Corp Stock (CVX) | 0.0 | $8.0k | +30% | 55.00 | 146.04 |
|
| Advanced Micro Devices Stock (AMD) | 0.0 | $7.8k | +97% | 81.00 | 96.84 |
|
| Goldman Sachs Group Stock (GS) | 0.0 | $7.8k | +87% | 15.00 | 516.87 |
|
| Trane Technologies Stock (TT) | 0.0 | $7.5k | +266% | 22.00 | 342.82 |
|
| Morgan Stanley Stock (MS) | 0.0 | $7.5k | +103% | 67.00 | 111.70 |
|
| Servicenow Stock (NOW) | 0.0 | $7.4k | +80% | 9.00 | 826.00 |
|
| Boston Scientific Corp Stock (BSX) | 0.0 | $7.4k | +111% | 76.00 | 96.78 |
|
| Rtx Corporation Stock (RTX) | 0.0 | $7.3k | +62% | 57.00 | 128.44 |
|
| Texas Instrs Stock (TXN) | 0.0 | $7.3k | +230% | 43.00 | 169.51 |
|
| Pepsico Stock (PEP) | 0.0 | $7.3k | +233% | 50.00 | 145.60 |
|
| Sysco Corp Stock (SYY) | 0.0 | $7.2k | +10% | 101.00 | 71.07 |
|
| Eaton Corp Stock (ETN) | 0.0 | $7.1k | +127% | 25.00 | 283.60 |
|
| Arista Networks Stock (ANET) | 0.0 | $7.1k | +232% | 93.00 | 76.00 |
|
| Kla Corp Stock (KLAC) | 0.0 | $7.0k | +150% | 10.00 | 703.30 |
|
| Progressive Corp Stock (PGR) | 0.0 | $7.0k | +73% | 26.00 | 270.12 |
|
| Phillips 66 Stock (PSX) | 0.0 | $7.0k | +7% | 68.00 | 103.13 |
|
| Qualcomm Stock (QCOM) | 0.0 | $6.9k | +220% | 48.00 | 143.58 |
|
| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $6.8k | +51% | 74.00 | 92.01 |
|
| At&t Stock (T) | 0.0 | $6.8k | +44% | 255.00 | 26.47 |
|
| Linde Stock (LIN) | 0.0 | $6.7k | +200% | 15.00 | 446.00 |
|
| 3M Stock (MMM) | 0.0 | $6.6k | +242% | 48.00 | 138.31 |
|
| Uber Technologies Stock (UBER) | 0.0 | $6.1k | +200% | 84.00 | 72.68 |
|
| Home Depot Stock (HD) | 0.0 | $6.0k | -32% | 17.00 | 355.41 |
|
| Grainger W W Stock (GWW) | 0.0 | $5.8k | +200% | 6.00 | 965.33 |
|
| Lululemon Athletica Stock (LULU) | 0.0 | $5.8k | +600% | 21.00 | 273.86 |
|
| Analog Devices Stock (ADI) | 0.0 | $5.7k | +222% | 29.00 | 196.62 |
|
| Atai Life Sciences Nv Stock (ATAI) | 0.0 | $5.5k | NEW | 4.3k | 1.30 |
|
| Fair Isaac Corp Stock (FICO) | 0.0 | $5.5k | +200% | 3.00 | 1848.00 |
|
| Msci Stock (MSCI) | 0.0 | $5.5k | +400% | 10.00 | 549.30 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.0 | $5.4k | +20% | 12.00 | 453.58 |
|
| Corteva Stock (CTVA) | 0.0 | $5.4k | +13% | 92.00 | 58.57 |
|
| Intuit Stock (INTU) | 0.0 | $5.4k | +28% | 9.00 | 596.44 |
|
| T-mobile Us Stock (TMUS) | 0.0 | $5.4k | +75% | 21.00 | 254.90 |
|
| Air Prods & Chems Stock (APD) | 0.0 | $5.1k | +216% | 19.00 | 270.21 |
|
| Gilead Sciences Stock (GILD) | 0.0 | $4.9k | +34% | 47.00 | 105.26 |
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.0 | $4.9k | +116% | 13.00 | 378.00 |
|
| Netapp Stock (NTAP) | 0.0 | $4.9k | +1800% | 57.00 | 86.11 |
|
| Ge Vernova Stock (GEV) | 0.0 | $4.9k | +114% | 15.00 | 326.80 |
|
| Deckers Outdoor Corp Stock (DECK) | 0.0 | $4.9k | +950% | 42.00 | 116.07 |
|
| Parker-hannifin Corp Stock (PH) | 0.0 | $4.8k | +166% | 8.00 | 596.12 |
|
| S&p Global Stock (SPGI) | 0.0 | $4.7k | +25% | 10.00 | 474.00 |
|
| Intuitive Surgical Stock (ISRG) | 0.0 | $4.7k | +12% | 9.00 | 523.00 |
|
| Disney Walt Stock (DIS) | 0.0 | $4.7k | +15% | 51.00 | 91.43 |
|
| Booking Holdings Stock (BKNG) | 0.0 | $4.6k | 1.00 | 4616.00 |
|
|
| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $4.6k | +33% | 20.00 | 229.55 |
|
| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.0 | $4.5k | +1120% | 61.00 | 74.30 |
|
| Deere & Co Stock (DE) | 0.0 | $4.5k | +42% | 10.00 | 452.60 |
|
| Caterpillar Stock (CAT) | 0.0 | $4.5k | +15% | 15.00 | 301.00 |
|
| Amphenol Corp New Cl A Stock (APH) | 0.0 | $4.5k | +112% | 68.00 | 66.18 |
|
| F5 Stock (FFIV) | 0.0 | $4.5k | +466% | 17.00 | 264.12 |
|
| Southern Stock (SO) | 0.0 | $4.5k | +50% | 51.00 | 87.80 |
|
| Welltower Reit (WELL) | 0.0 | $4.4k | +106% | 31.00 | 141.48 |
|
| Adobe Stock (ADBE) | 0.0 | $4.4k | +9% | 12.00 | 364.67 |
|
| Waters Corp Stock (WAT) | 0.0 | $4.4k | +550% | 13.00 | 336.54 |
|
| Boeing Stock (BA) | 0.0 | $4.3k | +8% | 27.00 | 160.81 |
|
| Vertex Pharmaceuticals Stock (VRTX) | 0.0 | $4.3k | +80% | 9.00 | 482.33 |
|
| Fortinet Stock (FTNT) | 0.0 | $4.3k | +65% | 43.00 | 99.93 |
|
| Salesforce Stock (CRM) | 0.0 | $4.2k | -36% | 16.00 | 265.19 |
|
| Starbucks Corp Stock (SBUX) | 0.0 | $4.2k | +62% | 47.00 | 88.68 |
|
| American Tower Corp Reit (AMT) | 0.0 | $4.2k | +53% | 20.00 | 207.50 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $4.1k | +18% | 116.00 | 35.18 |
|
| Duke Energy Corp Stock (DUK) | 0.0 | $4.1k | +52% | 35.00 | 116.31 |
|
| Oreilly Automotive Stock (ORLY) | 0.0 | $4.0k | +50% | 3.00 | 1348.33 |
|
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $4.0k | +80% | 18.00 | 224.44 |
|
| Capital One Finl Corp Stock (COF) | 0.0 | $4.0k | +187% | 23.00 | 174.91 |
|
| Stryker Corporation Stock (SYK) | 0.0 | $4.0k | -8% | 11.00 | 363.00 |
|
| Equinix Reit (EQIX) | 0.0 | $4.0k | +150% | 5.00 | 797.40 |
|
| Chubb Stock (CB) | 0.0 | $4.0k | +27% | 14.00 | 284.64 |
|
| Cintas Corp Stock (CTAS) | 0.0 | $3.9k | +90% | 19.00 | 204.00 |
|
| Blackstone Stock (BX) | 0.0 | $3.8k | +40% | 28.00 | 137.36 |
|
| Lam Research Corp Stock (LRCX) | 0.0 | $3.8k | +42% | 54.00 | 71.11 |
|
| Spdr Bloomberg 3-12 Month T-bill Etf Etf (BILS) | 0.0 | $3.8k | +111% | 38.00 | 99.24 |
|
| Financial Sector Etf (XLF) | 0.0 | $3.6k | NEW | 77.00 | 47.23 |
|
| Dell Technologies Inc Cl C Stock (DELL) | 0.0 | $3.6k | +616% | 43.00 | 84.19 |
|
| Blackrock Stock (BLK) | 0.0 | $3.6k | 4.00 | 897.00 |
|
|
| Doordash Inc Cl A Stock (DASH) | 0.0 | $3.6k | +137% | 19.00 | 188.58 |
|
| Autozone Stock (AZO) | 0.0 | $3.6k | NEW | 1.00 | 3575.00 |
|
| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $3.6k | +83% | 11.00 | 323.82 |
|
| Automatic Data Processing Stock (ADP) | 0.0 | $3.5k | 12.00 | 294.67 |
|
|
| Intel Corp Stock (INTC) | 0.0 | $3.5k | +45% | 164.00 | 21.53 |
|
| Palo Alto Networks Stock (PANW) | 0.0 | $3.5k | +17% | 20.00 | 173.00 |
|
| Synopsys Stock (SNPS) | 0.0 | $3.4k | +100% | 8.00 | 428.75 |
|
| Ebay Stock (EBAY) | 0.0 | $3.4k | +400% | 55.00 | 61.96 |
|
| Bristol-myers Squibb Stock (BMY) | 0.0 | $3.4k | +23% | 63.00 | 53.75 |
|
| Fiserv Stock (FI) | 0.0 | $3.4k | +6% | 16.00 | 210.38 |
|
| Union Pac Corp Stock (UNP) | 0.0 | $3.4k | -6% | 15.00 | 223.53 |
|
| Hewlett Packard Enterprise Stock (HPE) | 0.0 | $3.3k | +666% | 230.00 | 14.50 |
|
| Cme Group Stock (CME) | 0.0 | $3.3k | +18% | 13.00 | 254.15 |
|
| Schwab Short-term Us Treasury Etf Etf (SCHO) | 0.0 | $3.3k | +172% | 136.00 | 24.28 |
|
| Realty Income Corp Reit (O) | 0.0 | $3.2k | +160% | 60.00 | 53.98 |
|
| Micron Technology Stock (MU) | 0.0 | $3.1k | +33% | 40.00 | 77.88 |
|
| Ecolab Stock (ECL) | 0.0 | $3.1k | +116% | 13.00 | 237.54 |
|
| Danaher Corporation Stock (DHR) | 0.0 | $3.1k | -11% | 16.00 | 191.88 |
|
| Elevance Health Stock (ELV) | 0.0 | $3.1k | 7.00 | 435.71 |
|
|
| Sherwin Williams Stock (SHW) | 0.0 | $3.0k | +28% | 9.00 | 336.22 |
|
| Cvs Health Corp Stock (CVS) | 0.0 | $3.0k | +207% | 43.00 | 70.19 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.0 | $3.0k | 6.00 | 499.17 |
|
|
| Royal Caribbean Group Stock (RCL) | 0.0 | $2.9k | +133% | 14.00 | 209.50 |
|
| Motorola Solutions Stock (MSI) | 0.0 | $2.9k | +40% | 7.00 | 417.14 |
|
| Health Care Sector Etf (XLV) | 0.0 | $2.9k | NEW | 21.00 | 138.76 |
|
| Airbnb Inc Com Cl A Stock (ABNB) | 0.0 | $2.9k | +140% | 24.00 | 121.33 |
|
| Autodesk Stock (ADSK) | 0.0 | $2.9k | +83% | 11.00 | 263.55 |
|
| Constellation Energy Corp Stock (CEG) | 0.0 | $2.8k | +62% | 13.00 | 215.46 |
|
| Simon Ppty Group Reit (SPG) | 0.0 | $2.8k | +80% | 18.00 | 153.17 |
|
| Consumer Discretionary Sector Etf (XLY) | 0.0 | $2.7k | NEW | 14.00 | 195.57 |
|
| General Mtrs Stock (GM) | 0.0 | $2.7k | +93% | 58.00 | 45.74 |
|
| Transdigm Group Stock (TDG) | 0.0 | $2.6k | 2.00 | 1317.00 |
|
|
| Republic Svcs Stock (RSG) | 0.0 | $2.6k | +37% | 11.00 | 239.27 |
|
Past Filings by Principia Wealth Advisory
SEC 13F filings are viewable for Principia Wealth Advisory going back to 2025
- Principia Wealth Advisory 2024 Q4 filed April 11, 2025
- Principia Wealth Advisory 2025 Q1 filed April 11, 2025