PRINCIPIA WEALTH ADVISORY, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FI | 25 | $4.31K |
 | FLS | 25 | $1.31K |
 | IONS | 25 | $988 |
 | TFC | 24 | $1.03K |
 | NGG | 24 | $1.79K |
 | CRH | 24 | $2.20K |
 | MCHP | 24 | $1.69K |
 | ICE | 24 | $4.40K |
 | RRC | 24 | $976 |
 | CNA | 24 | $1.12K |
 | EQH | 24 | $1.35K |
 | BF-A | 24 | $659 |
 | XYZ | 23 | $1.56K |
 | ALLY | 23 | $896 |
 | COST | 23 | $22.77K |
 | PB | 23 | $1.62K |
 | TMUS | 23 | $5.48K |
 | A | 23 | $2.71K |
 | ETR | 23 | $1.91K |
 | KKR | 23 | $3.06K |
Fiserv, Inc.
FI
Shares Held
25
Value
$4.31K
Flowserve Corporation
FLS
Shares Held
25
Value
$1.31K
Ionis Pharmaceuticals, Inc.
IONS
Shares Held
25
Value
$988
Truist Financial Corporation
TFC
Shares Held
24
Value
$1.03K
National Grid plc
NGG
Shares Held
24
Value
$1.79K
CRH plc
CRH
Shares Held
24
Value
$2.20K
Microchip Technology Incorporated
MCHP
Shares Held
24
Value
$1.69K
Intercontinental Exchange, Inc.
ICE
Shares Held
24
Value
$4.40K
Range Resources Corporation
RRC
Shares Held
24
Value
$976
CNA Financial Corporation
CNA
Shares Held
24
Value
$1.12K
Equitable Holdings, Inc.
EQH
Shares Held
24
Value
$1.35K
Brown-Forman Corporation
BF-A
Shares Held
24
Value
$659
Block, Inc.
XYZ
Shares Held
23
Value
$1.56K
Ally Financial Inc.
ALLY
Shares Held
23
Value
$896
Costco Wholesale Corporation
COST
Shares Held
23
Value
$22.77K
Prosperity Bancshares, Inc.
PB
Shares Held
23
Value
$1.62K
T-Mobile US, Inc.
TMUS
Shares Held
23
Value
$5.48K
Agilent Technologies, Inc.
A
Shares Held
23
Value
$2.71K
Entergy Corporation
ETR
Shares Held
23
Value
$1.91K
KKR & Co. Inc.
KKR
Shares Held
23
Value
$3.06K