PRINCIPIA WEALTH ADVISORY, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DASH | 23 | $5.67K |
 | FIS | 23 | $1.87K |
 | BX | 23 | $3.44K |
 | ACN | 23 | $6.87K |
 | CSGP | 23 | $1.85K |
 | WM | 23 | $5.26K |
 | NTAP | 23 | $2.45K |
 | STAG | 22 | $798 |
 | XEL | 22 | $1.50K |
 | SPG | 22 | $3.54K |
 | EXEL | 22 | $970 |
 | KMB | 22 | $2.84K |
 | TEVA | 22 | $369 |
 | ROST | 22 | $2.81K |
 | CAT | 22 | $8.54K |
 | IRM | 22 | $2.26K |
 | MRNA | 22 | $607 |
 | E | 22 | $713 |
 | AES | 22 | $231 |
 | UNP | 21 | $4.83K |
DoorDash, Inc.
DASH
Shares Held
23
Value
$5.67K
Fidelity National Information Services, Inc.
FIS
Shares Held
23
Value
$1.87K
Blackstone Inc.
BX
Shares Held
23
Value
$3.44K
Accenture plc
ACN
Shares Held
23
Value
$6.87K
CoStar Group, Inc.
CSGP
Shares Held
23
Value
$1.85K
Waste Management, Inc.
WM
Shares Held
23
Value
$5.26K
NetApp, Inc.
NTAP
Shares Held
23
Value
$2.45K
STAG Industrial, Inc.
STAG
Shares Held
22
Value
$798
Xcel Energy Inc.
XEL
Shares Held
22
Value
$1.50K
Simon Property Group, Inc.
SPG
Shares Held
22
Value
$3.54K
Exelixis, Inc.
EXEL
Shares Held
22
Value
$970
Kimberly-Clark Corporation
KMB
Shares Held
22
Value
$2.84K
Teva Pharmaceutical Industries Limited
TEVA
Shares Held
22
Value
$369
Ross Stores, Inc.
ROST
Shares Held
22
Value
$2.81K
Caterpillar Inc.
CAT
Shares Held
22
Value
$8.54K
Iron Mountain Incorporated
IRM
Shares Held
22
Value
$2.26K
Moderna, Inc.
MRNA
Shares Held
22
Value
$607
Eni S.p.A.
E
Shares Held
22
Value
$713
The AES Corporation
AES
Shares Held
22
Value
$231
Union Pacific Corporation
UNP
Shares Held
21
Value
$4.83K