CIK 2041436
Principia Wealth Advisory, LLC
Institutional 13F holdings & portfolio
Holdings
1,015
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 251–300 of 1,015
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WM | WASTE MGMT INC DEL COM | 26 | $1K–$15K | SH |
| ADI | ANALOG DEVICES INC COM | 21 | $1K–$15K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | 16 | $1K–$15K | SH |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | 72 | $1K–$15K | SH |
| SBUX | STARBUCKS CORP COM | 66 | $1K–$15K | SH |
| CVS | CVS HEALTH CORP COM | 70 | $1K–$15K | SH |
| PWR | QUANTA SVCS INC COM | 13 | $1K–$15K | SH |
| SNOW | SNOWFLAKE INC COM SHS | 25 | $1K–$15K | SH |
| CME | CME GROUP INC COM | 20 | $1K–$15K | SH |
| RIO | RIO TINTO PLC SPONSORED ADR | 68 | $1K–$15K | SH |
| CMCSA | COMCAST CORP NEW CL A | 182 | $1K–$15K | SH |
| MRSH | MARSH & MCLENNAN COS INC COM | 29 | $1K–$15K | SH |
| BKNG | BOOKING HOLDINGS INC COM | 1 | $1K–$15K | SH |
| GSK | GSK PLC SPONSORED ADR | 109 | $1K–$15K | SH |
| KKR | KKR & CO INC COM | 41 | $1K–$15K | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | 32 | $1K–$15K | SH |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | 18 | $1K–$15K | SH |
| SNPS | SYNOPSYS INC COM | 11 | $1K–$15K | SH |
| EBAY | EBAY INC. COM | 59 | $1K–$15K | SH |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | 698 | $1K–$15K | SH |
| BK | BANK NEW YORK MELLON CORP COM | 44 | $1K–$15K | SH |
| GLW | CORNING INC COM | 58 | $1K–$15K | SH |
| GD | GENERAL DYNAMICS CORP COM | 15 | $1K–$15K | SH |
| SPG | SIMON PPTY GROUP INC NEW COM | 27 | $1K–$15K | SH |
| SYK | STRYKER CORPORATION COM | 14 | $1K–$15K | SH |
| BCS | BARCLAYS PLC ADR | 193 | $1K–$15K | SH |
| TTAN | SERVICETITAN INC SHS CL A | 46 | $1K–$15K | SH |
| ROST | ROSS STORES INC COM | 27 | $1K–$15K | SH |
| SNY | SANOFI SA SPONSORED ADR | 100 | $1K–$15K | SH |
| ORLY | OREILLY AUTOMOTIVE INC COM | 53 | $1K–$15K | SH |
| FCX | FREEPORT-MCMORAN INC CL B | 95 | $1K–$15K | SH |
| ING | ING GROEP N.V. SPONSORED ADR | 172 | $1K–$15K | SH |
| BP | BP PLC SPONSORED ADR | 138 | $1K–$15K | SH |
| APO | APOLLO GLOBAL MGMT INC COM | 33 | $1K–$15K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 88 | $1K–$15K | SH |
| CRH | CRH PLC ORD | 38 | $1K–$15K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 40 | $1K–$15K | SH |
| TRV | TRAVELERS COMPANIES INC COM | 16 | $1K–$15K | SH |
| JCI | JOHNSON CTLS INTL PLC SHS | 38 | $1K–$15K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 39 | $1K–$15K | SH |
| MO | ALTRIA GROUP INC COM | 78 | $1K–$15K | SH |
| MMM | 3M CO COM | 28 | $1K–$15K | SH |
| ECL | ECOLAB INC COM | 17 | $1K–$15K | SH |
| MNST | MONSTER BEVERAGE CORP NEW COM | 58 | $1K–$15K | SH |
| ADSK | AUTODESK INC COM | 15 | $1K–$15K | SH |
| CCO | CLEAR CHANNEL OUTDOOR HLDGS IN COM | 2K | $1K–$15K | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 21 | $1K–$15K | SH |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | 824 | $1K–$15K | SH |
| LMT | LOCKHEED MARTIN CORP COM | 9 | $1K–$15K | SH |
| FDX | FEDEX CORP COM | 15 | $1K–$15K | SH |