PRINCIPIA WEALTH ADVISORY, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PPL | 31 | $1.05K |
 | DUK | 31 | $3.66K |
 | EXC | 30 | $1.30K |
 | PUK | 30 | $751 |
 | UPS | 30 | $3.03K |
 | AEP | 30 | $3.11K |
 | NOV | 29 | $360 |
 | CNP | 29 | $1.06K |
 | NDAQ | 29 | $2.59K |
 | MOS | 29 | $1.06K |
 | ST | 29 | $873 |
 | WELL | 29 | $4.46K |
 | CTRA | 28 | $711 |
 | AIG | 28 | $2.40K |
 | HBAN | 28 | $469 |
 | KIM | 28 | $589 |
 | CCI | 28 | $2.88K |
 | MRVL | 28 | $2.17K |
 | CADE | 27 | $863 |
 | HMC | 27 | $778 |
PPL Corporation
PPL
Shares Held
31
Value
$1.05K
Duke Energy Corporation
DUK
Shares Held
31
Value
$3.66K
Exelon Corporation
EXC
Shares Held
30
Value
$1.30K
Prudential plc
PUK
Shares Held
30
Value
$751
United Parcel Service, Inc.
UPS
Shares Held
30
Value
$3.03K
American Electric Power Company, Inc.
AEP
Shares Held
30
Value
$3.11K
NOV Inc.
NOV
Shares Held
29
Value
$360
CenterPoint Energy, Inc.
CNP
Shares Held
29
Value
$1.06K
Nasdaq, Inc.
NDAQ
Shares Held
29
Value
$2.59K
The Mosaic Company
MOS
Shares Held
29
Value
$1.06K
Sensata Technologies Holding plc
ST
Shares Held
29
Value
$873
Welltower Inc.
WELL
Shares Held
29
Value
$4.46K
Coterra Energy Inc.
CTRA
Shares Held
28
Value
$711
American International Group, Inc.
AIG
Shares Held
28
Value
$2.40K
Huntington Bancshares Incorporated
HBAN
Shares Held
28
Value
$469
Kimco Realty Corporation
KIM
Shares Held
28
Value
$589
Crown Castle Inc.
CCI
Shares Held
28
Value
$2.88K
Marvell Technology, Inc.
MRVL
Shares Held
28
Value
$2.17K
Cadence Bank
CADE
Shares Held
27
Value
$863
Honda Motor Co., Ltd.
HMC
Shares Held
27
Value
$778