Principle Wealth Partners
Latest statistics and disclosures from Principle Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XLG, JPM, BKDV, AAPL, VUG, and represent 29.99% of Principle Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: LLY (+$6.3M), XMMO, PWRD, NFLX, Powershares Qqq Etf Put Opt 01/19 154.0 put, IDVO, BKDV, META, IPKW, JMUB.
- Started 24 new stock positions in CRWV, Amcor, NEM, R, HOOD, Q, SHOP, IBIT, UL, Powershares Qqq Etf Put Opt 01/19 154.0 put. OKLO, VUSB, BUD, COLB, XLU, ALLY, KLAC, JPST, BIPC, ABTC, JMUB, YUM, ABNB, APP.
- Reduced shares in these 10 stocks: XLG (-$16M), VIG, FMHI, VUG, SMH, SCHD, TXN, NVDA, QQQ, SMTH.
- Sold out of its positions in KNTK, ARCC, CSX, SPHD, IJS, Marsh & McLennan Companies, Unilever, VWO, VICI, FLNG. LYB.
- Principle Wealth Partners was a net buyer of stock by $21M.
- Principle Wealth Partners has $1.8B in assets under management (AUM), dropping by 3.17%.
- Central Index Key (CIK): 0001743413
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Portfolio Holdings for Principle Wealth Partners
Principle Wealth Partners holds 372 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 8.2 | $146M | -10% | 2.5M | 59.28 |
|
| JPMorgan Chase & Co. (JPM) | 6.5 | $115M | 358k | 322.22 |
|
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| Bny Mellon Etf Trust Ii Dynamic Value (BKDV) | 6.2 | $111M | +2% | 3.8M | 29.02 |
|
| Apple (AAPL) | 5.7 | $101M | 372k | 271.86 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 3.4 | $60M | -4% | 122k | 487.86 |
|
| Microsoft Corporation (MSFT) | 3.1 | $55M | 113k | 483.62 |
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| NVIDIA Corporation (NVDA) | 3.0 | $52M | -3% | 281k | 186.50 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.9 | $51M | -5% | 232k | 219.78 |
|
| Amazon (AMZN) | 2.1 | $38M | +2% | 164k | 230.82 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $30M | 95k | 313.80 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $30M | 95k | 313.00 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $29M | +3% | 87k | 335.27 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.4 | $26M | 58k | 444.59 |
|
|
| Johnson & Johnson (JNJ) | 1.3 | $23M | 113k | 206.95 |
|
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| Raytheon Technologies Corp (RTX) | 1.2 | $22M | -2% | 119k | 183.40 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.2 | $21M | -9% | 59k | 360.13 |
|
| McDonald's Corporation (MCD) | 1.2 | $21M | 69k | 305.63 |
|
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| Alps Etf Tr Smith Core Plus (SMTH) | 1.0 | $19M | -7% | 711k | 26.07 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.0 | $18M | -9% | 649k | 27.43 |
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| International Business Machines (IBM) | 1.0 | $18M | +4% | 59k | 296.21 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.0 | $17M | 119k | 143.52 |
|
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| Goldman Sachs (GS) | 0.9 | $16M | 19k | 879.00 |
|
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| Cisco Systems (CSCO) | 0.8 | $15M | 193k | 77.03 |
|
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| Home Depot (HD) | 0.8 | $15M | +2% | 43k | 344.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $14M | -3% | 27k | 502.65 |
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| Visa Com Cl A (V) | 0.8 | $14M | 39k | 350.71 |
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| Eli Lilly & Co. (LLY) | 0.8 | $14M | +86% | 13k | 1074.66 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.7 | $13M | 343k | 38.22 |
|
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| Meta Platforms Cl A (META) | 0.7 | $13M | +27% | 20k | 660.10 |
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| Vanguard World Inf Tech Etf (VGT) | 0.7 | $13M | -2% | 17k | 753.78 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $13M | 19k | 681.91 |
|
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| Caterpillar (CAT) | 0.7 | $12M | 22k | 572.86 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $12M | +17% | 99k | 120.34 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.6 | $11M | 223k | 50.94 |
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| Oracle Corporation (ORCL) | 0.6 | $11M | 58k | 194.91 |
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| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.6 | $11M | -19% | 230k | 47.93 |
|
| Tesla Motors (TSLA) | 0.6 | $11M | +2% | 24k | 449.72 |
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| Procter & Gamble Company (PG) | 0.6 | $11M | 74k | 143.31 |
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| Amgen (AMGN) | 0.6 | $10M | +2% | 32k | 327.31 |
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| Ishares Tr Expanded Tech (IGV) | 0.6 | $10M | +15% | 95k | 105.69 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $9.1M | +2% | 31k | 290.22 |
|
| General Dynamics Corporation (GD) | 0.5 | $9.0M | 27k | 336.66 |
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| Southern Company (SO) | 0.5 | $8.8M | -2% | 101k | 87.20 |
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| Merck & Co (MRK) | 0.5 | $8.7M | +8% | 82k | 105.26 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.5 | $8.4M | 145k | 58.12 |
|
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| Cummins (CMI) | 0.5 | $8.4M | 16k | 510.45 |
|
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| Chevron Corporation (CVX) | 0.5 | $8.1M | 53k | 152.41 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $8.1M | -15% | 13k | 614.33 |
|
| Coca-Cola Company (KO) | 0.4 | $7.5M | +27% | 108k | 69.91 |
|
| Abbvie (ABBV) | 0.4 | $7.5M | 33k | 228.49 |
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| 3M Company (MMM) | 0.4 | $7.3M | 45k | 160.10 |
|
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| Bank of America Corporation (BAC) | 0.4 | $6.6M | 120k | 55.00 |
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| Qualcomm (QCOM) | 0.4 | $6.3M | -2% | 37k | 171.05 |
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| Blackrock (BLK) | 0.3 | $6.1M | +2% | 5.7k | 1070.30 |
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $6.1M | 43k | 141.14 |
|
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.3 | $6.0M | -5% | 59k | 102.42 |
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| UnitedHealth (UNH) | 0.3 | $5.8M | +7% | 18k | 330.11 |
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| Omega Flex (OFLX) | 0.3 | $5.7M | 192k | 29.44 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $5.6M | 26k | 214.69 |
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| Philip Morris International (PM) | 0.3 | $5.6M | +2% | 35k | 160.40 |
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| Waste Management (WM) | 0.3 | $5.5M | +4% | 25k | 219.71 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $5.5M | -14% | 95k | 57.24 |
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| Costco Wholesale Corporation (COST) | 0.3 | $5.4M | +4% | 6.3k | 862.29 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.3 | $5.4M | +171% | 39k | 138.46 |
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| Allstate Corporation (ALL) | 0.3 | $5.2M | 25k | 208.15 |
|
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| Emerson Electric (EMR) | 0.3 | $5.2M | 39k | 132.72 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.3 | $5.2M | -3% | 45k | 113.86 |
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| Palo Alto Networks (PANW) | 0.3 | $5.0M | 27k | 184.20 |
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| PNC Financial Services (PNC) | 0.3 | $4.9M | 24k | 208.73 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $4.9M | +4% | 42k | 117.21 |
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| Prudential Financial (PRU) | 0.3 | $4.8M | -2% | 43k | 112.88 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.3 | $4.8M | 34k | 141.16 |
|
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| Amplify Etf Tr Cwp Intl Enhance (IDVO) | 0.3 | $4.7M | +180% | 123k | 38.35 |
|
| Travelers Companies (TRV) | 0.3 | $4.6M | 16k | 290.06 |
|
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| Tcw Etf Trust Transform System (PWRD) | 0.3 | $4.6M | +237% | 48k | 96.15 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $4.6M | -6% | 30k | 154.14 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $4.5M | 6.00 | 754800.00 |
|
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| Kimberly-Clark Corporation (KMB) | 0.3 | $4.5M | +3% | 45k | 100.89 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.2 | $4.4M | 78k | 56.69 |
|
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| Boeing Company (BA) | 0.2 | $4.2M | 20k | 217.12 |
|
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| Palantir Technologies Cl A (PLTR) | 0.2 | $4.0M | 23k | 177.75 |
|
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $4.0M | +2% | 3.7k | 1069.82 |
|
| Wal-Mart Stores (WMT) | 0.2 | $3.9M | +82% | 35k | 111.41 |
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| Pfizer (PFE) | 0.2 | $3.9M | -2% | 157k | 24.90 |
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| American Electric Power Company (AEP) | 0.2 | $3.8M | 33k | 115.31 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $3.7M | 50k | 75.44 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $3.7M | +8% | 5.9k | 627.15 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $3.6M | +3% | 7.5k | 483.70 |
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| Netflix (NFLX) | 0.2 | $3.6M | +900% | 39k | 93.76 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $3.6M | 19k | 190.99 |
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| Pepsi (PEP) | 0.2 | $3.6M | +32% | 25k | 143.52 |
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| Dominion Resources (D) | 0.2 | $3.5M | 60k | 58.59 |
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| ConocoPhillips (COP) | 0.2 | $3.5M | 37k | 93.61 |
|
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| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.2 | $3.5M | 94k | 36.82 |
|
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| Motorola Solutions Com New (MSI) | 0.2 | $3.4M | 8.9k | 383.32 |
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| Phillips 66 (PSX) | 0.2 | $3.4M | 26k | 129.04 |
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| Old Dominion Freight Line (ODFL) | 0.2 | $3.4M | 21k | 156.80 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $3.4M | 5.9k | 570.85 |
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| Lowe's Companies (LOW) | 0.2 | $3.3M | 14k | 241.16 |
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| Nextera Energy (NEE) | 0.2 | $3.2M | -3% | 40k | 80.28 |
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| American Express Company (AXP) | 0.2 | $3.2M | 8.6k | 369.93 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $3.2M | 21k | 154.80 |
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| Honeywell International (HON) | 0.2 | $3.2M | 16k | 195.10 |
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| Invesco Qqq Tr Put Put Option (Principal) | 0.2 | $3.1M | NEW | 5.1k | 614.31 |
|
| Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) | 0.2 | $3.1M | +198% | 56k | 55.57 |
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| Truist Financial Corp equities (TFC) | 0.2 | $3.1M | 63k | 49.21 |
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| Norfolk Southern (NSC) | 0.2 | $3.1M | 11k | 288.72 |
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| Spdr Series Trust State Street Spd (SDY) | 0.2 | $3.0M | +6% | 21k | 139.16 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $2.9M | -38% | 17k | 173.49 |
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| Ge Aerospace Com New (GE) | 0.2 | $2.9M | 9.3k | 308.02 |
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| Automatic Data Processing (ADP) | 0.2 | $2.8M | +5% | 11k | 257.23 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $2.8M | +85% | 19k | 143.97 |
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| W.W. Grainger (GWW) | 0.2 | $2.8M | 2.8k | 1009.05 |
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| Walt Disney Company (DIS) | 0.2 | $2.7M | 24k | 113.77 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $2.7M | -3% | 3.0k | 878.96 |
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| TJX Companies (TJX) | 0.1 | $2.5M | 17k | 153.61 |
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| salesforce (CRM) | 0.1 | $2.5M | -2% | 9.4k | 264.91 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.5M | 9.7k | 257.94 |
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| Vistra Energy (VST) | 0.1 | $2.3M | 15k | 161.34 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $2.3M | 12k | 199.67 |
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| Exelon Corporation (EXC) | 0.1 | $2.2M | 51k | 43.59 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $2.1M | 3.8k | 566.36 |
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| Eaton Corp SHS (ETN) | 0.1 | $2.1M | 6.6k | 318.51 |
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| Morgan Stanley Com New (MS) | 0.1 | $2.1M | +2% | 12k | 177.53 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.1M | 3.6k | 579.45 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $2.0M | NEW | 40k | 50.50 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $2.0M | 7.0k | 287.84 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $1.9M | 17k | 116.09 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.9M | +2% | 6.2k | 303.87 |
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| Us Bancorp Del Com New (USB) | 0.1 | $1.9M | +3% | 35k | 53.36 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $1.8M | +11% | 42k | 44.50 |
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| Broadcom (AVGO) | 0.1 | $1.8M | +6% | 5.3k | 346.12 |
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| Servicenow (NOW) | 0.1 | $1.8M | +492% | 12k | 153.19 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $1.8M | +56% | 23k | 76.23 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.8M | 4.4k | 396.28 |
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| Cigna Corp (CI) | 0.1 | $1.7M | 6.3k | 275.24 |
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| Verizon Communications (VZ) | 0.1 | $1.7M | -3% | 41k | 40.73 |
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| CVS Caremark Corporation (CVS) | 0.1 | $1.6M | -4% | 21k | 79.36 |
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| Markel Corporation (MKL) | 0.1 | $1.6M | 737.00 | 2149.65 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.5M | -3% | 13k | 120.18 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.5M | -10% | 19k | 81.17 |
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| Illinois Tool Works (ITW) | 0.1 | $1.5M | +26% | 6.1k | 246.30 |
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| Ge Vernova (GEV) | 0.1 | $1.5M | +5% | 2.3k | 653.66 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $1.5M | -5% | 17k | 90.00 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $1.4M | 31k | 46.92 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.4M | +18% | 2.1k | 685.09 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.4M | 6.1k | 231.32 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.4M | 15k | 93.20 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $1.4M | 8.7k | 155.13 |
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| Carrier Global Corporation (CARR) | 0.1 | $1.3M | 26k | 52.84 |
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| Vaneck Etf Trust Real Assets Etf (RAAX) | 0.1 | $1.3M | +402% | 38k | 34.93 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.3M | 6.2k | 214.15 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $1.3M | 2.3k | 570.21 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.3M | 4.6k | 279.14 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.3M | 9.1k | 141.06 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $1.2M | 9.3k | 133.49 |
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| M&T Bank Corporation (MTB) | 0.1 | $1.2M | +9% | 6.1k | 201.47 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $1.2M | +163% | 4.3k | 287.23 |
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| AFLAC Incorporated (AFL) | 0.1 | $1.2M | 11k | 110.27 |
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| Eversource Energy (ES) | 0.1 | $1.2M | 18k | 67.33 |
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| Danaher Corporation (DHR) | 0.1 | $1.1M | 5.0k | 228.92 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.1M | +9% | 17k | 66.00 |
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| Chubb (CB) | 0.1 | $1.1M | 3.5k | 312.12 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $1.1M | -15% | 21k | 51.60 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $1.1M | 10k | 103.56 |
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| Abbott Laboratories (ABT) | 0.1 | $1.1M | 8.5k | 125.29 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | 2.2k | 473.30 |
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| Capital Group Global Equity SHS (CGGE) | 0.1 | $1.0M | +4% | 32k | 31.63 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.0M | -4% | 14k | 71.42 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $981k | 8.3k | 117.52 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $975k | 11k | 87.35 |
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| Intuit (INTU) | 0.1 | $939k | +2% | 1.4k | 662.55 |
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| T. Rowe Price (TROW) | 0.1 | $924k | 9.0k | 102.38 |
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| At&t (T) | 0.1 | $910k | +6% | 37k | 24.84 |
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| Coreweave Com Cl A (CRWV) | 0.1 | $903k | NEW | 13k | 71.61 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $887k | 6.9k | 128.83 |
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| Anthem (ELV) | 0.0 | $876k | 2.5k | 350.54 |
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| Or Royalties Com Shs (OR) | 0.0 | $868k | 25k | 35.39 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $857k | NEW | 17k | 50.59 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $845k | -3% | 2.8k | 301.11 |
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| Zoetis Cl A (ZTS) | 0.0 | $844k | 6.7k | 125.82 |
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| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.0 | $842k | 38k | 22.00 |
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| Stryker Corporation (SYK) | 0.0 | $835k | 2.4k | 351.47 |
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| Altria (MO) | 0.0 | $823k | 14k | 57.66 |
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| Fulton Financial (FULT) | 0.0 | $820k | +9% | 42k | 19.33 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $810k | 647.00 | 1252.00 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $807k | 4.8k | 168.77 |
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| Corteva (CTVA) | 0.0 | $796k | 12k | 67.03 |
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| Starbucks Corporation (SBUX) | 0.0 | $786k | 9.3k | 84.21 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $766k | 7.2k | 106.70 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $740k | 11k | 69.42 |
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| Uber Technologies (UBER) | 0.0 | $736k | +22% | 9.0k | 81.71 |
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| Strategy Cl A New (MSTR) | 0.0 | $724k | +392% | 4.8k | 151.96 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $722k | -3% | 13k | 54.77 |
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| Enbridge (ENB) | 0.0 | $714k | 15k | 47.83 |
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| Linde SHS (LIN) | 0.0 | $714k | 1.7k | 426.52 |
|
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| Cme (CME) | 0.0 | $698k | 2.6k | 273.08 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $692k | +95% | 16k | 44.71 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $681k | +12% | 2.8k | 246.16 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $676k | 4.8k | 141.16 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $675k | +15% | 1.9k | 349.99 |
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| Bristol Myers Squibb (BMY) | 0.0 | $673k | +5% | 13k | 53.94 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $666k | 5.3k | 125.92 |
|
|
| Applied Materials (AMAT) | 0.0 | $666k | +25% | 2.6k | 257.02 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $663k | +27% | 1.4k | 468.73 |
|
| General Motors Company (GM) | 0.0 | $663k | 8.2k | 81.32 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $662k | 4.8k | 137.87 |
|
|
| S&p Global (SPGI) | 0.0 | $660k | 1.3k | 522.40 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $656k | 5.3k | 123.26 |
|
|
| Kkr & Co (KKR) | 0.0 | $641k | 5.0k | 127.48 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $640k | 4.7k | 136.94 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $634k | 3.0k | 211.24 |
|
|
| Deere & Company (DE) | 0.0 | $630k | 1.4k | 465.57 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $626k | +4% | 6.3k | 99.91 |
|
| Intel Corporation (INTC) | 0.0 | $625k | +19% | 17k | 36.90 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $620k | -6% | 12k | 50.58 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $615k | 7.8k | 79.02 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $612k | 2.7k | 227.51 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $608k | 2.5k | 247.02 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $596k | -10% | 12k | 50.88 |
|
| Ryder System (R) | 0.0 | $595k | NEW | 3.1k | 191.39 |
|
| Shell Spon Ads (SHEL) | 0.0 | $588k | +4% | 8.0k | 73.48 |
|
| Analog Devices (ADI) | 0.0 | $588k | 2.2k | 271.20 |
|
|
| Pjt Partners Com Cl A (PJT) | 0.0 | $586k | 3.5k | 167.22 |
|
|
| Prologis (PLD) | 0.0 | $584k | 4.6k | 127.65 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $580k | 4.1k | 141.05 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $570k | 3.2k | 177.37 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $564k | -19% | 2.9k | 191.59 |
|
| Realty Income (O) | 0.0 | $557k | 9.9k | 56.37 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $552k | 1.3k | 412.79 |
|
|
| General Mills (GIS) | 0.0 | $548k | -22% | 12k | 46.50 |
|
| Unilever Spon Adr New (UL) | 0.0 | $547k | NEW | 8.4k | 65.40 |
|
| United Parcel Service CL B (UPS) | 0.0 | $545k | 5.5k | 99.18 |
|
|
| Consolidated Edison (ED) | 0.0 | $542k | -4% | 5.5k | 99.32 |
|
| Arrow Electronics (ARW) | 0.0 | $540k | 4.9k | 110.18 |
|
|
| MercadoLibre (MELI) | 0.0 | $534k | +3% | 265.00 | 2013.13 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $526k | NEW | 11k | 49.65 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $517k | 28k | 18.22 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $515k | 9.6k | 53.83 |
|
|
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.0 | $512k | 4.4k | 116.40 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $510k | -4% | 4.9k | 104.07 |
|
| Churchill Downs (CHDN) | 0.0 | $501k | 4.4k | 113.78 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $496k | -32% | 3.3k | 148.70 |
|
| American Tower Reit (AMT) | 0.0 | $488k | -2% | 2.8k | 175.57 |
|
| Paypal Holdings (PYPL) | 0.0 | $488k | +3% | 8.4k | 58.38 |
|
| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 0.0 | $482k | +17% | 24k | 20.05 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $481k | 1.7k | 276.94 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $479k | 5.1k | 93.89 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $475k | 6.2k | 76.92 |
|
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.0 | $462k | -2% | 10k | 45.57 |
|
| Church & Dwight (CHD) | 0.0 | $453k | +5% | 5.4k | 83.85 |
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.0 | $447k | +33% | 10k | 44.13 |
|
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.0 | $446k | 6.2k | 72.27 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $445k | NEW | 3.3k | 135.72 |
|
| Stanley Black & Decker (SWK) | 0.0 | $445k | 6.0k | 74.28 |
|
|
| Williams Companies (WMB) | 0.0 | $443k | 7.4k | 60.11 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $443k | -5% | 1.7k | 268.26 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $441k | 16k | 28.48 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $439k | 4.5k | 97.80 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $438k | 14k | 30.96 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $437k | +29% | 3.7k | 119.35 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $433k | 9.5k | 45.80 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $433k | 1.9k | 225.41 |
|
|
| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.0 | $431k | -2% | 12k | 36.20 |
|
| Carlyle Group (CG) | 0.0 | $422k | 7.1k | 59.11 |
|
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $421k | 4.6k | 92.50 |
|
|
| Msa Safety Inc equity (MSA) | 0.0 | $416k | 2.6k | 160.14 |
|
|
| Fiserv (FI) | 0.0 | $413k | +28% | 6.2k | 67.17 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $412k | 1.3k | 314.91 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $410k | 3.3k | 125.88 |
|
|
| Hologic (HOLX) | 0.0 | $410k | 5.5k | 74.49 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $406k | NEW | 602.00 | 673.82 |
|
| Spdr Series Trust State Street Spd (SPYD) | 0.0 | $403k | -54% | 9.3k | 43.25 |
|
| CBOE Holdings (CBOE) | 0.0 | $402k | 1.6k | 251.00 |
|
|
| Cae (CAE) | 0.0 | $400k | 13k | 30.42 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $399k | 1.3k | 302.11 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $391k | 1.0k | 389.01 |
|
|
| J P Morgan Exchange Traded F Global Sel Equit (JGLO) | 0.0 | $390k | -13% | 5.8k | 67.66 |
|
| MetLife (MET) | 0.0 | $385k | +13% | 4.9k | 78.95 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $382k | -11% | 6.6k | 57.49 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $382k | -5% | 3.2k | 120.96 |
|
| Clearway Energy Cl A (CWEN.A) | 0.0 | $382k | 12k | 31.42 |
|
|
| MGM Resorts International. (MGM) | 0.0 | $379k | 10k | 36.49 |
|
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $376k | 2.5k | 153.02 |
|
|
| Medtronic SHS (MDT) | 0.0 | $376k | 3.9k | 96.06 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $370k | NEW | 3.3k | 113.10 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $368k | +49% | 1.5k | 252.88 |
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $365k | 19k | 18.82 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $364k | 11k | 32.06 |
|
|
| Microchip Technology Dep Shs Repstg (MCHPP) | 0.0 | $363k | 6.2k | 58.28 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $354k | -16% | 5.4k | 65.10 |
|
| Paychex (PAYX) | 0.0 | $353k | 3.1k | 112.18 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $343k | 1.7k | 198.62 |
|
|
| Hershey Company (HSY) | 0.0 | $340k | 1.9k | 181.98 |
|
|
| Washington Trust Ban (WASH) | 0.0 | $340k | 12k | 29.55 |
|
|
| Xcel Energy (XEL) | 0.0 | $334k | 4.5k | 73.86 |
|
|
| Quanta Services (PWR) | 0.0 | $332k | 787.00 | 422.06 |
|
|
| Capital One Financial (COF) | 0.0 | $330k | +9% | 1.4k | 242.27 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $327k | 3.4k | 95.35 |
|
|
| Raymond James Financial (RJF) | 0.0 | $322k | 2.0k | 160.59 |
|
|
| First Tr Exchange-traded SHS (FDL) | 0.0 | $322k | 7.3k | 44.34 |
|
|
| Sabra Health Care REIT (SBRA) | 0.0 | $320k | 17k | 18.94 |
|
|
| Kinder Morgan (KMI) | 0.0 | $317k | 12k | 27.49 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $316k | -5% | 816.00 | 386.65 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $313k | 837.00 | 373.44 |
|
|
| International Flavors & Fragrances (IFF) | 0.0 | $312k | 4.6k | 67.39 |
|
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $311k | 1.5k | 204.89 |
|
|
| Western Digital (WDC) | 0.0 | $311k | 1.8k | 172.27 |
|
|
| Spdr Series Trust State Street Spd (BILS) | 0.0 | $310k | 3.1k | 99.22 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $309k | 1.2k | 258.79 |
|
|
| Gilead Sciences (GILD) | 0.0 | $309k | 2.5k | 122.74 |
|
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $309k | -2% | 4.4k | 69.47 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $306k | -10% | 1.5k | 210.39 |
|
| Wec Energy Group (WEC) | 0.0 | $305k | 2.9k | 105.46 |
|
|
| Spdr Series Trust State Street Spd (CWB) | 0.0 | $305k | 3.4k | 89.20 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $305k | 2.4k | 126.58 |
|
|
| Dow (DOW) | 0.0 | $304k | -13% | 13k | 23.38 |
|
| Fastenal Company (FAST) | 0.0 | $303k | 7.5k | 40.13 |
|
|
| Nike CL B (NKE) | 0.0 | $294k | 4.6k | 63.71 |
|
|
| BorgWarner (BWA) | 0.0 | $293k | 6.5k | 45.06 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $289k | 1.5k | 188.07 |
|
|
| Yum! Brands (YUM) | 0.0 | $288k | NEW | 1.9k | 151.28 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $288k | NEW | 3.5k | 81.65 |
|
| Hartford Financial Services (HIG) | 0.0 | $287k | 2.1k | 137.80 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN) | 0.0 | $287k | 9.0k | 31.84 |
|
|
| Dupont De Nemours (DD) | 0.0 | $283k | 7.1k | 40.20 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $283k | -16% | 7.7k | 36.63 |
|
| Ecolab (ECL) | 0.0 | $282k | -8% | 1.1k | 262.48 |
|
| Citigroup Com New (C) | 0.0 | $280k | -20% | 2.4k | 116.69 |
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $275k | 6.0k | 45.89 |
|
|
| Moody's Corporation (MCO) | 0.0 | $273k | 535.00 | 511.01 |
|
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $268k | +4% | 4.7k | 56.81 |
|
| Ryman Hospitality Pptys (RHP) | 0.0 | $267k | 2.8k | 94.62 |
|
|
| Spdr Series Trust State Street Spd (XAR) | 0.0 | $265k | 1.1k | 241.27 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $260k | -14% | 540.00 | 480.57 |
|
| Clorox Company (CLX) | 0.0 | $257k | 2.5k | 100.83 |
|
|
| Oklo Com Cl A (OKLO) | 0.0 | $257k | NEW | 3.6k | 71.76 |
|
| Verisign (VRSN) | 0.0 | $255k | 1.1k | 242.95 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $249k | 1.5k | 161.96 |
|
|
| EOG Resources (EOG) | 0.0 | $246k | 2.3k | 105.02 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $245k | +51% | 5.3k | 45.89 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $245k | 2.5k | 96.26 |
|
|
| Target Corporation (TGT) | 0.0 | $239k | 2.4k | 97.77 |
|
|
| Kenvue (KVUE) | 0.0 | $236k | -3% | 14k | 17.25 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $236k | NEW | 5.5k | 42.69 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $236k | 2.9k | 80.64 |
|
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.0 | $236k | 3.5k | 66.80 |
|
|
| Omega Healthcare Investors (OHI) | 0.0 | $230k | 5.2k | 44.34 |
|
|
| Sixth Street Specialty Lending (TSLX) | 0.0 | $223k | -12% | 10k | 21.72 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $220k | 1.4k | 156.63 |
|
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $219k | +99% | 1.8k | 119.42 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $218k | NEW | 4.4k | 49.84 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $218k | NEW | 1.4k | 160.91 |
|
| Kla Corp Com New (KLAC) | 0.0 | $216k | NEW | 178.00 | 1215.08 |
|
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $213k | NEW | 4.7k | 45.40 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $213k | -17% | 7.1k | 29.89 |
|
| Ally Financial (ALLY) | 0.0 | $213k | NEW | 4.7k | 45.29 |
|
| Amcor Ord | 0.0 | $212k | NEW | 25k | 8.34 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $206k | 1.9k | 109.91 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $206k | 1.0k | 203.04 |
|
|
| Columbia Banking System (COLB) | 0.0 | $205k | NEW | 7.3k | 27.95 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $201k | NEW | 3.1k | 64.04 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $201k | NEW | 2.0k | 99.85 |
|
| ConAgra Foods (CAG) | 0.0 | $191k | -6% | 11k | 17.31 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $184k | 13k | 14.36 |
|
|
| Postal Realty Trust Cl A (PSTL) | 0.0 | $181k | -4% | 11k | 16.14 |
|
| Ardagh Metal Packaging S A SHS (AMBP) | 0.0 | $181k | 44k | 4.10 |
|
|
| Western Union Company (WU) | 0.0 | $163k | 18k | 9.31 |
|
|
| Viatris (VTRS) | 0.0 | $152k | 12k | 12.45 |
|
|
| Cohen & Steers Quality Income Realty (RQI) | 0.0 | $119k | 10k | 11.42 |
|
|
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $112k | 11k | 10.19 |
|
|
| American Bitcoin Corp. Com Cl A (ABTC) | 0.0 | $85k | NEW | 50k | 1.70 |
|
Past Filings by Principle Wealth Partners
SEC 13F filings are viewable for Principle Wealth Partners going back to 2018
- Principle Wealth Partners 2025 Q4 filed Feb. 6, 2026
- Principle Wealth Partners 2025 Q3 filed Nov. 3, 2025
- Principle Wealth Partners 2025 Q2 filed July 30, 2025
- Principle Wealth Partners 2024 Q4 filed Jan. 29, 2025
- Principle Wealth Partners 2024 Q3 filed Nov. 13, 2024
- Principle Wealth Partners 2024 Q2 filed Aug. 13, 2024
- Principle Wealth Partners 2024 Q1 filed April 23, 2024
- Principle Wealth Partners 2024 Q1 restated filed April 23, 2024
- Principle Wealth Partners 2023 Q4 filed Feb. 5, 2024
- Principle Wealth Partners 2023 Q3 filed Nov. 1, 2023
- Principle Wealth Partners 2023 Q2 filed July 31, 2023
- Principle Wealth Partners 2023 Q1 filed May 10, 2023
- Principle Wealth Partners 2022 Q4 filed Feb. 2, 2023
- Principle Wealth Partners 2022 Q3 filed Nov. 14, 2022
- Principle Wealth Partners 2022 Q2 filed Aug. 2, 2022
- Principle Wealth Partners 2022 Q1 filed May 12, 2022