PRINCIPIA WEALTH ADVISORY, LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VNT | 8 | $295 |
 | LBRDK | 8 | $787 |
 | WLK | 8 | $607 |
 | AEE | 8 | $768 |
 | CRUS | 8 | $834 |
 | SHW | 8 | $2.75K |
 | L | 8 | $733 |
 | IOT | 8 | $318 |
 | FRT | 8 | $760 |
 | WPC | 8 | $499 |
 | OKE | 7 | $571 |
 | PTC | 7 | $1.21K |
 | WAB | 7 | $1.47K |
 | ELS | 7 | $432 |
 | DGX | 7 | $1.26K |
 | ATO | 7 | $1.08K |
 | RBA | 7 | $743 |
 | SNN | 7 | $214 |
 | BG | 7 | $562 |
 | ROL | 7 | $395 |
Vontier Corporation
VNT
Shares Held
8
Value
$295
Liberty Broadband Corporation
LBRDK
Shares Held
8
Value
$787
Westlake Corporation
WLK
Shares Held
8
Value
$607
Ameren Corporation
AEE
Shares Held
8
Value
$768
Cirrus Logic, Inc.
CRUS
Shares Held
8
Value
$834
The Sherwin-Williams Company
SHW
Shares Held
8
Value
$2.75K
Loews Corporation
L
Shares Held
8
Value
$733
Samsara Inc.
IOT
Shares Held
8
Value
$318
Federal Realty Investment Trust
FRT
Shares Held
8
Value
$760
W. P. Carey Inc.
WPC
Shares Held
8
Value
$499
ONEOK, Inc.
OKE
Shares Held
7
Value
$571
PTC Inc.
PTC
Shares Held
7
Value
$1.21K
Westinghouse Air Brake Technologies Corporation
WAB
Shares Held
7
Value
$1.47K
Equity LifeStyle Properties, Inc.
ELS
Shares Held
7
Value
$432
Quest Diagnostics Incorporated
DGX
Shares Held
7
Value
$1.26K
Atmos Energy Corporation
ATO
Shares Held
7
Value
$1.08K
RB Global, Inc.
RBA
Shares Held
7
Value
$743
Smith & Nephew plc
SNN
Shares Held
7
Value
$214
Bunge Global S.A.
BG
Shares Held
7
Value
$562
Rollins, Inc.
ROL
Shares Held
7
Value
$395