PRINCIPIA WEALTH ADVISORY, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PAYX | 14 | $2.04K |
 | TT | 14 | $6.12K |
 | BDX | 14 | $2.41K |
 | GMAB | 13 | $269 |
 | CMS | 13 | $901 |
 | INTU | 13 | $10.24K |
 | FR | 13 | $626 |
 | CI | 13 | $4.30K |
 | STM | 13 | $395 |
 | ADSK | 13 | $4.02K |
 | CBRE | 13 | $1.82K |
 | SNAP | 13 | $113 |
 | FNF | 13 | $729 |
 | SWKS | 13 | $969 |
 | NWS | 13 | $446 |
 | K | 13 | $1.03K |
 | RCL | 13 | $4.07K |
 | DE | 13 | $6.61K |
 | MPC | 13 | $2.16K |
 | TKR | 13 | $943 |
Paychex, Inc.
PAYX
Shares Held
14
Value
$2.04K
Trane Technologies plc
TT
Shares Held
14
Value
$6.12K
Becton, Dickinson and Company
BDX
Shares Held
14
Value
$2.41K
Genmab A/S
GMAB
Shares Held
13
Value
$269
CMS Energy Corporation
CMS
Shares Held
13
Value
$901
Intuit Inc.
INTU
Shares Held
13
Value
$10.24K
First Industrial Realty Trust, Inc.
FR
Shares Held
13
Value
$626
Cigna Corporation
CI
Shares Held
13
Value
$4.30K
STMicroelectronics N.V.
STM
Shares Held
13
Value
$395
Autodesk, Inc.
ADSK
Shares Held
13
Value
$4.02K
CBRE Group, Inc.
CBRE
Shares Held
13
Value
$1.82K
Snap Inc.
SNAP
Shares Held
13
Value
$113
Fidelity National Financial, Inc.
FNF
Shares Held
13
Value
$729
Skyworks Solutions, Inc.
SWKS
Shares Held
13
Value
$969
News Corporation
NWS
Shares Held
13
Value
$446
Kellanova
K
Shares Held
13
Value
$1.03K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
13
Value
$4.07K
Deere & Company
DE
Shares Held
13
Value
$6.61K
Marathon Petroleum Corporation
MPC
Shares Held
13
Value
$2.16K
The Timken Company
TKR
Shares Held
13
Value
$943