Stock Taper

PRINCIPIA WEALTH ADVISORY, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Alphabet Inc.GOOGL1.46K$520.69K
Medtronic plcMDT1.43K$111.88K
NextEra Energy, Inc.NEE1.36K$119.1K
The Clorox CompanyCLX1.35K$129.14K
Kinross Gold CorporationKGC1.2K$28.32K
Lloyds Banking Group plcLYG1.16K$6.75K
Banco Santander, S.A.SAN1.16K$15.97K
Amazon.com, Inc.AMZN1.11K$265.27K
Mizuho Financial Group, Inc.MFG1.04K$9.93K
Merck & Co., Inc.MRK1.01K$130.21K
JPMorgan Chase & Co.JPM979$320.46K
Mitsubishi UFJ Financial Group, Inc.MUFG914$18.18K
Fortive CorporationFTV885$54.06K
PepsiCo, Inc.PEP869$117.66K
Arista Networks, Inc.ANET828$140.66K
Johnson & JohnsonJNJ815$206.99K
AGNC Investment Corp.AGNC737$8.03K
Lowe's Companies, Inc.LOW642$141.56K
Essex Property Trust, Inc.ESS544$158.76K
Bank of America CorporationBAC530$30.2K