PRINCIPIA WEALTH ADVISORY, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ADVM | 2.03M | $4.37M |
 | EYPT | 534K | $5.02M |
 | AMCR | 37K | $339.47K |
 | KMI | 21K | $616.65K |
 | CAG | 7K | $150.52K |
 | TAK | 7K | $111.32K |
 | VKTX | 6K | $171.67K |
 | CPB | 5K | $164.96K |
 | SCHW | 4K | $366.40K |
 | SES-WT | 4K | $389 |
 | PNW | 3K | $308.28K |
 | INCY | 3K | $205.25K |
 | AAPL | 3K | $585.24K |
 | CCO | 2K | $2.81K |
 | CTSH | 2K | $136.67K |
 | FTV | 2K | $90.25K |
 | KGC | 2K | $23.45K |
 | TFIN | 2K | $82.67K |
 | WMT | 1K | $145.30K |
 | MDT | 1K | $118.30K |
Adverum Biotechnologies, Inc.
ADVM
Shares Held
2.03M
Value
$4.37M
EyePoint Pharmaceuticals, Inc.
EYPT
Shares Held
534K
Value
$5.02M
Amcor plc
AMCR
Shares Held
37K
Value
$339.47K
Kinder Morgan, Inc.
KMI
Shares Held
21K
Value
$616.65K
Conagra Brands, Inc.
CAG
Shares Held
7K
Value
$150.52K
Takeda Pharmaceutical Company Limited
TAK
Shares Held
7K
Value
$111.32K
Viking Therapeutics, Inc.
VKTX
Shares Held
6K
Value
$171.67K
Campbell Soup Company
CPB
Shares Held
5K
Value
$164.96K
The Charles Schwab Corporation
SCHW
Shares Held
4K
Value
$366.40K
SES AI Corporation WT
SES-WT
Shares Held
4K
Value
$389
Pinnacle West Capital Corporation
PNW
Shares Held
3K
Value
$308.28K
Incyte Corporation
INCY
Shares Held
3K
Value
$205.25K
Apple Inc.
AAPL
Shares Held
3K
Value
$585.24K
Clear Channel Outdoor Holdings, Inc.
CCO
Shares Held
2K
Value
$2.81K
Cognizant Technology Solutions Corporation
CTSH
Shares Held
2K
Value
$136.67K
Fortive Corporation
FTV
Shares Held
2K
Value
$90.25K
Kinross Gold Corporation
KGC
Shares Held
2K
Value
$23.45K
Triumph Financial, Inc.
TFIN
Shares Held
2K
Value
$82.67K
Walmart Inc.
WMT
Shares Held
1K
Value
$145.30K
Medtronic plc
MDT
Shares Held
1K
Value
$118.30K