Principle Wealth Partners
Latest statistics and disclosures from Principle Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, JPM, XLG, VUG, VIG, and represent 23.18% of Principle Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: SCHD (+$33M), BLK (+$5.9M), XLG (+$5.6M), PANW, IJR, ASML, DVY, D, TCAF, MGV.
- Started 10 new stock positions in MRVL, VOT, CAG, BLK, VRSN, CRWD, PVAL, UBER, ASML, BWA.
- Reduced shares in these 10 stocks: , SMTH, DOW, AMGN, INTC, NVDA, AMZN, CGGO, TSLA, PLTR.
- Sold out of its positions in AEM, AWK, Avangrid, BGS, BDX, BlackRock, Brookfield Infrastructure, F, HLIO, GRPM. USMV, OHI, WPC, WU, FLNG, SBLK.
- Principle Wealth Partners was a net buyer of stock by $33M.
- Principle Wealth Partners has $1.4B in assets under management (AUM), dropping by 0.92%.
- Central Index Key (CIK): 0001743413
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Portfolio Holdings for Principle Wealth Partners
Principle Wealth Partners holds 334 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.5 | $93M | 371k | 250.42 |
|
|
| JPMorgan Chase & Co. (JPM) | 5.9 | $84M | 352k | 239.71 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 3.8 | $55M | +11% | 1.1M | 49.96 |
|
| Vanguard Index Fds Growth Etf (VUG) | 3.5 | $50M | 121k | 410.44 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 3.4 | $49M | 250k | 195.83 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.4 | $48M | +221% | 1.8M | 27.32 |
|
| Microsoft Corporation (MSFT) | 3.2 | $46M | 109k | 421.50 |
|
|
| Amazon (AMZN) | 2.3 | $33M | -3% | 151k | 219.39 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.2 | $32M | +7% | 277k | 115.22 |
|
| Alps Etf Tr Smith Core Plus (SMTH) | 1.9 | $28M | -6% | 1.1M | 25.52 |
|
| Vaneck Etf Trust Morningstar Smid (SMOT) | 1.9 | $27M | 780k | 34.47 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $25M | 85k | 289.81 |
|
|
| NVIDIA Corporation (NVDA) | 1.7 | $24M | -5% | 176k | 134.29 |
|
| McDonald's Corporation (MCD) | 1.4 | $20M | 68k | 289.89 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.3 | $19M | 52k | 366.06 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $18M | 96k | 190.44 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $17M | 90k | 189.30 |
|
|
| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 1.2 | $17M | -2% | 342k | 48.29 |
|
| Johnson & Johnson (JNJ) | 1.1 | $16M | 112k | 144.62 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.1 | $16M | -3% | 126k | 127.59 |
|
| Home Depot (HD) | 1.1 | $15M | 40k | 388.99 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.1 | $15M | 62k | 242.17 |
|
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 1.0 | $15M | -2% | 291k | 50.71 |
|
| Raytheon Technologies Corp (RTX) | 1.0 | $14M | 123k | 115.72 |
|
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.9 | $13M | -5% | 444k | 29.22 |
|
| International Business Machines (IBM) | 0.9 | $13M | 57k | 219.83 |
|
|
| Procter & Gamble Company (PG) | 0.9 | $12M | 74k | 167.65 |
|
|
| Visa Com Cl A (V) | 0.9 | $12M | 39k | 316.04 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.8 | $12M | +4% | 115k | 104.88 |
|
| Amgen (AMGN) | 0.8 | $12M | -10% | 46k | 260.64 |
|
| Cisco Systems (CSCO) | 0.8 | $11M | 193k | 59.20 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.8 | $11M | -2% | 18k | 621.84 |
|
| Goldman Sachs (GS) | 0.8 | $11M | -2% | 19k | 572.63 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $11M | 18k | 586.08 |
|
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 0.7 | $10M | +13% | 312k | 33.27 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $10M | 23k | 453.27 |
|
|
| Oracle Corporation (ORCL) | 0.7 | $10M | -5% | 60k | 166.64 |
|
| Ishares Tr Expanded Tech (IGV) | 0.7 | $9.3M | -3% | 93k | 100.12 |
|
| Southern Company (SO) | 0.6 | $8.5M | +3% | 103k | 82.32 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $8.4M | 32k | 264.13 |
|
|
| Omega Flex (OFLX) | 0.6 | $8.1M | 192k | 41.97 |
|
|
| Caterpillar (CAT) | 0.6 | $7.9M | -2% | 22k | 362.77 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $7.8M | 72k | 107.57 |
|
|
| Tesla Motors (TSLA) | 0.5 | $7.3M | -9% | 18k | 403.86 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.5 | $7.3M | 74k | 98.47 |
|
|
| General Dynamics Corporation (GD) | 0.5 | $7.2M | 27k | 263.50 |
|
|
| Merck & Co (MRK) | 0.5 | $7.2M | 72k | 99.48 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.5 | $6.9M | +4% | 136k | 50.37 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $6.7M | 13k | 511.24 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $6.5M | 112k | 57.53 |
|
|
| Qualcomm (QCOM) | 0.4 | $6.1M | 40k | 153.62 |
|
|
| Abbvie (ABBV) | 0.4 | $6.0M | 34k | 177.70 |
|
|
| Meta Platforms Cl A (META) | 0.4 | $6.0M | 10k | 585.54 |
|
|
| Cummins (CMI) | 0.4 | $5.9M | 17k | 348.60 |
|
|
| Blackrock (BLK) | 0.4 | $5.9M | NEW | 5.7k | 1025.19 |
|
| 3M Company (MMM) | 0.4 | $5.8M | 45k | 129.09 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.4 | $5.7M | +48% | 44k | 131.29 |
|
| Chevron Corporation (CVX) | 0.4 | $5.7M | 39k | 144.84 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.4 | $5.6M | +2% | 43k | 131.04 |
|
| Texas Instruments Incorporated (TXN) | 0.4 | $5.3M | 28k | 187.52 |
|
|
| Coca-Cola Company (KO) | 0.4 | $5.3M | 85k | 62.26 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $5.3M | 5.7k | 916.34 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $5.1M | 6.5k | 772.10 |
|
|
| Bank of America Corporation (BAC) | 0.4 | $5.0M | 115k | 43.95 |
|
|
| Pfizer (PFE) | 0.4 | $5.0M | 190k | 26.53 |
|
|
| Prudential Financial (PRU) | 0.4 | $5.0M | -2% | 42k | 118.53 |
|
| Waste Management (WM) | 0.3 | $4.9M | -3% | 24k | 201.79 |
|
| Allstate Corporation (ALL) | 0.3 | $4.8M | 25k | 192.79 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $4.8M | 86k | 56.38 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $4.8M | 7.00 | 680920.00 |
|
|
| Palo Alto Networks (PANW) | 0.3 | $4.7M | +109% | 26k | 181.96 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $4.5M | +16% | 42k | 107.74 |
|
| Pepsi (PEP) | 0.3 | $4.5M | -8% | 29k | 152.06 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.3 | $4.5M | +17% | 36k | 124.91 |
|
| Emerson Electric (EMR) | 0.3 | $4.3M | 35k | 123.93 |
|
|
| Philip Morris International (PM) | 0.3 | $4.2M | 35k | 120.35 |
|
|
| PNC Financial Services (PNC) | 0.3 | $4.2M | 22k | 192.85 |
|
|
| Motorola Solutions Com New (MSI) | 0.3 | $4.1M | 8.9k | 462.23 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $4.1M | 12k | 351.79 |
|
|
| Travelers Companies (TRV) | 0.3 | $4.1M | 17k | 240.90 |
|
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $4.0M | 28k | 145.35 |
|
|
| Cigna Corp (CI) | 0.3 | $4.0M | 14k | 276.15 |
|
|
| Old Dominion Freight Line (ODFL) | 0.3 | $3.9M | 22k | 176.40 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.3 | $3.8M | +2% | 76k | 49.94 |
|
| UnitedHealth (UNH) | 0.3 | $3.8M | 7.5k | 505.86 |
|
|
| Boeing Company (BA) | 0.3 | $3.7M | -4% | 21k | 177.00 |
|
| ConocoPhillips (COP) | 0.3 | $3.7M | 37k | 99.17 |
|
|
| Honeywell International (HON) | 0.3 | $3.7M | 16k | 225.90 |
|
|
| Schwab Strategic Tr Internl Divid (SCHY) | 0.2 | $3.6M | -15% | 154k | 23.12 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $3.6M | 7.3k | 485.96 |
|
|
| Lowe's Companies (LOW) | 0.2 | $3.5M | 14k | 246.80 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $3.4M | +2% | 21k | 166.79 |
|
| Netflix (NFLX) | 0.2 | $3.4M | 3.8k | 891.32 |
|
|
| General Mills (GIS) | 0.2 | $3.3M | +3% | 51k | 63.77 |
|
| American Electric Power Company (AEP) | 0.2 | $3.2M | +12% | 35k | 92.23 |
|
| Automatic Data Processing (ADP) | 0.2 | $3.2M | 11k | 292.73 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $3.2M | +3% | 23k | 135.37 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $3.1M | -2% | 19k | 169.30 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $3.1M | 18k | 172.42 |
|
|
| salesforce (CRM) | 0.2 | $3.1M | 9.2k | 334.35 |
|
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.2 | $3.0M | +9% | 99k | 30.52 |
|
| Phillips 66 (PSX) | 0.2 | $3.0M | 26k | 113.93 |
|
|
| Walt Disney Company (DIS) | 0.2 | $2.9M | -2% | 26k | 111.35 |
|
| W.W. Grainger (GWW) | 0.2 | $2.9M | 2.8k | 1054.05 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $2.9M | 49k | 58.93 |
|
|
| Truist Financial Corp equities (TFC) | 0.2 | $2.8M | -2% | 65k | 43.38 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $2.7M | -4% | 20k | 137.57 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.7M | 5.1k | 538.90 |
|
|
| Nextera Energy (NEE) | 0.2 | $2.6M | +2% | 37k | 71.69 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.6M | 4.9k | 526.67 |
|
|
| Norfolk Southern (NSC) | 0.2 | $2.6M | 11k | 234.70 |
|
|
| American Express Company (AXP) | 0.2 | $2.5M | 8.3k | 296.79 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $2.4M | 9.9k | 240.29 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $2.3M | 17k | 132.10 |
|
|
| Servicenow (NOW) | 0.2 | $2.3M | -4% | 2.1k | 1060.12 |
|
| Dominion Resources (D) | 0.2 | $2.2M | +268% | 41k | 53.86 |
|
| Dow (DOW) | 0.2 | $2.2M | -41% | 54k | 40.13 |
|
| Eaton Corp SHS (ETN) | 0.1 | $2.0M | +2% | 6.1k | 331.87 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $2.0M | 8.5k | 232.54 |
|
|
| TJX Companies (TJX) | 0.1 | $1.9M | 16k | 120.81 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.9M | NEW | 2.7k | 693.12 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.9M | -5% | 12k | 159.53 |
|
| Exelon Corporation (EXC) | 0.1 | $1.9M | -14% | 49k | 37.64 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $1.8M | -3% | 7.3k | 253.72 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $1.8M | 2.9k | 636.03 |
|
|
| Us Bancorp Del Com New (USB) | 0.1 | $1.8M | 38k | 47.83 |
|
|
| Verizon Communications (VZ) | 0.1 | $1.8M | +8% | 44k | 39.99 |
|
| Carrier Global Corporation (CARR) | 0.1 | $1.7M | 25k | 68.26 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.7M | -11% | 3.3k | 521.96 |
|
| Ge Vernova (GEV) | 0.1 | $1.6M | 5.0k | 328.93 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $1.6M | 18k | 90.35 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.6M | 3.1k | 520.23 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $1.5M | 12k | 125.72 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $1.4M | -2% | 6.2k | 228.04 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $1.3M | 10k | 131.77 |
|
|
| Markel Corporation (MKL) | 0.1 | $1.3M | 737.00 | 1726.23 |
|
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $1.3M | -4% | 25k | 50.97 |
|
| Danaher Corporation (DHR) | 0.1 | $1.2M | 5.4k | 229.55 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $1.2M | 31k | 40.34 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $1.2M | 4.8k | 253.56 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $1.2M | 16k | 76.83 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $1.2M | 12k | 103.44 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.2M | 6.0k | 197.51 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | -31% | 2.5k | 444.68 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.1M | 16k | 70.24 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.1M | 9.4k | 117.48 |
|
|
| Vanguard World Financials Etf (VFH) | 0.1 | $1.1M | 9.2k | 118.07 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $1.1M | -6% | 11k | 92.73 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $1.1M | 16k | 67.88 |
|
|
| Otis Worldwide Corp (OTIS) | 0.1 | $1.0M | 11k | 92.61 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.0M | 15k | 70.00 |
|
|
| T. Rowe Price (TROW) | 0.1 | $1.0M | 9.1k | 113.09 |
|
|
| Eversource Energy (ES) | 0.1 | $1.0M | 18k | 57.43 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $992k | -7% | 22k | 44.89 |
|
| Starbucks Corporation (SBUX) | 0.1 | $991k | 11k | 91.25 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $984k | 6.0k | 162.93 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $984k | 4.6k | 215.53 |
|
|
| Fiserv (FI) | 0.1 | $978k | 4.8k | 205.42 |
|
|
| Chubb (CB) | 0.1 | $964k | 3.5k | 276.30 |
|
|
| Anthem (ELV) | 0.1 | $942k | 2.6k | 369.04 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $940k | 15k | 62.31 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $929k | -42% | 12k | 75.63 |
|
| Abbott Laboratories (ABT) | 0.1 | $929k | 8.2k | 113.12 |
|
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $915k | 23k | 40.48 |
|
|
| Ishares U S Etf Tr Short Maturity M (MEAR) | 0.1 | $902k | -25% | 18k | 49.95 |
|
| Texas Pacific Land Corp (TPL) | 0.1 | $900k | +3% | 814.00 | 1105.96 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $891k | +6% | 1.9k | 469.29 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $881k | 1.5k | 588.68 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $841k | 2.1k | 401.58 |
|
|
| Intuit (INTU) | 0.1 | $835k | +9% | 1.3k | 628.84 |
|
| United Parcel Service CL B (UPS) | 0.1 | $832k | 6.6k | 126.10 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $825k | 15k | 56.56 |
|
|
| Fulton Financial (FULT) | 0.1 | $822k | 43k | 19.28 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $815k | 17k | 49.51 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $802k | 9.4k | 85.67 |
|
|
| Stryker Corporation (SYK) | 0.1 | $789k | -2% | 2.2k | 360.05 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $782k | 4.5k | 175.26 |
|
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $777k | 7.0k | 110.25 |
|
|
| American Tower Reit (AMT) | 0.1 | $763k | +3% | 4.2k | 183.41 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $754k | -5% | 5.7k | 132.22 |
|
| Air Products & Chemicals (APD) | 0.1 | $749k | 2.6k | 290.15 |
|
|
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.1 | $747k | 613.00 | 1219.25 |
|
|
| Kkr & Co (KKR) | 0.1 | $743k | 5.0k | 147.91 |
|
|
| Altria (MO) | 0.0 | $703k | 13k | 52.29 |
|
|
| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.0 | $701k | 38k | 18.31 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $697k | +6% | 6.0k | 115.55 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $695k | -9% | 5.7k | 121.31 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $684k | -2% | 2.4k | 280.06 |
|
| Broadcom (AVGO) | 0.0 | $682k | +6% | 2.9k | 231.86 |
|
| Corteva (CTVA) | 0.0 | $682k | 12k | 56.96 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $677k | -9% | 14k | 48.33 |
|
| At&t (T) | 0.0 | $675k | -9% | 30k | 22.77 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $669k | -4% | 12k | 56.77 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $666k | 11k | 61.34 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $663k | 7.3k | 90.91 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $660k | +12% | 8.1k | 81.58 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $653k | 2.7k | 242.13 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $640k | 3.0k | 211.38 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $640k | +2% | 7.3k | 87.90 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $636k | +5% | 11k | 59.73 |
|
| S&p Global (SPGI) | 0.0 | $616k | 1.2k | 498.08 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $615k | +12% | 12k | 50.52 |
|
| Stanley Black & Decker (SWK) | 0.0 | $603k | +16% | 7.5k | 80.29 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $597k | -16% | 16k | 37.53 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $592k | 4.7k | 126.75 |
|
|
| Churchill Downs (CHDN) | 0.0 | $588k | 4.4k | 133.54 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $582k | 10k | 56.24 |
|
|
| Consolidated Edison (ED) | 0.0 | $577k | +7% | 6.5k | 89.23 |
|
| Deere & Company (DE) | 0.0 | $566k | 1.3k | 423.70 |
|
|
| Osisko Gold Royalties (OR) | 0.0 | $565k | 31k | 18.10 |
|
|
| Arrow Electronics (ARW) | 0.0 | $555k | 4.9k | 113.12 |
|
|
| Pjt Partners Com Cl A (PJT) | 0.0 | $550k | 3.5k | 157.83 |
|
|
| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $543k | -7% | 16k | 34.35 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $540k | 5.3k | 101.53 |
|
|
| Dupont De Nemours (DD) | 0.0 | $539k | 7.1k | 76.25 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $532k | -4% | 5.3k | 99.57 |
|
| Cme (CME) | 0.0 | $515k | 2.2k | 232.23 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $515k | 2.3k | 220.96 |
|
|
| Linde SHS (LIN) | 0.0 | $512k | 1.2k | 418.67 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $503k | +4% | 8.9k | 56.70 |
|
| Church & Dwight (CHD) | 0.0 | $503k | 4.8k | 104.71 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $500k | 2.7k | 188.01 |
|
|
| Applied Materials (AMAT) | 0.0 | $500k | +25% | 3.1k | 162.64 |
|
| CSX Corporation (CSX) | 0.0 | $484k | 15k | 32.27 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $483k | 15k | 31.44 |
|
|
| Nike CL B (NKE) | 0.0 | $476k | 6.3k | 75.67 |
|
|
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.0 | $473k | 4.4k | 107.61 |
|
|
| Analog Devices (ADI) | 0.0 | $457k | 2.2k | 212.46 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $456k | 3.2k | 142.97 |
|
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $453k | 5.2k | 87.82 |
|
|
| Intel Corporation (INTC) | 0.0 | $447k | -75% | 22k | 20.05 |
|
| Shell Spon Ads (SHEL) | 0.0 | $443k | +2% | 7.1k | 62.65 |
|
| J P Morgan Exchange Traded F Global Sel Equit (JGLO) | 0.0 | $441k | 7.3k | 60.04 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $439k | 7.5k | 58.27 |
|
|
| MercadoLibre (MELI) | 0.0 | $436k | 256.00 | 1703.78 |
|
|
| Nextera Energy Unit 09/01/2025 (NEE.PR) | 0.0 | $436k | +12% | 11k | 40.92 |
|
| Msa Safety Inc equity (MSA) | 0.0 | $430k | 2.6k | 165.77 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $428k | +2% | 5.8k | 74.02 |
|
| Clorox Company (CLX) | 0.0 | $415k | -6% | 2.6k | 162.41 |
|
| Target Corporation (TGT) | 0.0 | $413k | 3.1k | 135.18 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $413k | 4.2k | 97.31 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $410k | 4.4k | 93.06 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $408k | 1.7k | 235.27 |
|
|
| Kinetik Holdings Com New Cl A (KNTK) | 0.0 | $408k | +16% | 7.2k | 56.71 |
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $407k | +13% | 3.3k | 121.74 |
|
| General Motors Company (GM) | 0.0 | $407k | 7.6k | 53.27 |
|
|
| Carlyle Group (CG) | 0.0 | $406k | 8.0k | 50.49 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $400k | +104% | 16k | 25.86 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $398k | 4.7k | 84.55 |
|
|
| Hologic (HOLX) | 0.0 | $397k | 5.5k | 72.09 |
|
|
| Enbridge (ENB) | 0.0 | $393k | 9.3k | 42.43 |
|
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $389k | +19% | 19k | 20.09 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $387k | +12% | 4.5k | 86.02 |
|
| Medtronic SHS (MDT) | 0.0 | $386k | 4.8k | 79.88 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $381k | -56% | 3.2k | 120.82 |
|
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.0 | $379k | 6.2k | 61.52 |
|
|
| Iqvia Holdings (IQV) | 0.0 | $377k | 1.9k | 196.51 |
|
|
| National Retail Properties (NNN) | 0.0 | $376k | +4% | 9.2k | 40.85 |
|
| Uber Technologies (UBER) | 0.0 | $374k | NEW | 6.2k | 60.32 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $369k | 4.3k | 85.86 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $367k | +15% | 25k | 14.92 |
|
| Washington Trust Ban (WASH) | 0.0 | $362k | 12k | 31.35 |
|
|
| MGM Resorts International. (MGM) | 0.0 | $360k | 10k | 34.65 |
|
|
| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 0.0 | $357k | 18k | 19.84 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $355k | 3.1k | 115.24 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $353k | -10% | 1.3k | 269.78 |
|
| Oneok (OKE) | 0.0 | $351k | -4% | 3.5k | 100.40 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $351k | 3.3k | 104.89 |
|
|
| Prologis (PLD) | 0.0 | $349k | +2% | 3.3k | 105.71 |
|
| Kinder Morgan (KMI) | 0.0 | $343k | -11% | 13k | 27.40 |
|
| Paypal Holdings (PYPL) | 0.0 | $336k | 3.9k | 85.35 |
|
|
| Cae (CAE) | 0.0 | $334k | 13k | 25.38 |
|
|
| Sabra Health Care REIT (SBRA) | 0.0 | $328k | +16% | 19k | 17.32 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $322k | +7% | 1.8k | 178.09 |
|
| Williams Companies (WMB) | 0.0 | $321k | -18% | 5.9k | 54.12 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.0 | $319k | -29% | 5.4k | 59.14 |
|
| Hershey Company (HSY) | 0.0 | $317k | 1.9k | 169.35 |
|
|
| CBOE Holdings (CBOE) | 0.0 | $313k | 1.6k | 195.40 |
|
|
| Raymond James Financial (RJF) | 0.0 | $311k | -10% | 2.0k | 155.33 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $310k | 3.4k | 91.43 |
|
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.0 | $305k | 2.6k | 119.34 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $304k | 3.4k | 89.32 |
|
|
| Kenvue (KVUE) | 0.0 | $303k | +3% | 14k | 21.35 |
|
| Xcel Energy (XEL) | 0.0 | $303k | +3% | 4.5k | 67.52 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $300k | 1.6k | 185.13 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $300k | 2.3k | 128.62 |
|
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $298k | 1.6k | 184.60 |
|
|
| Clearway Energy Cl A (CWEN.A) | 0.0 | $297k | +14% | 12k | 24.45 |
|
| ConAgra Foods (CAG) | 0.0 | $294k | NEW | 11k | 27.75 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.0 | $292k | 7.3k | 40.26 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $291k | 3.6k | 80.00 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $289k | +6% | 9.2k | 31.36 |
|
| Realty Income (O) | 0.0 | $287k | 5.4k | 53.42 |
|
|
| Yum! Brands (YUM) | 0.0 | $284k | 2.1k | 134.16 |
|
|
| EOG Resources (EOG) | 0.0 | $283k | 2.3k | 122.59 |
|
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.0 | $279k | NEW | 7.5k | 37.12 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $275k | 854.00 | 322.16 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $274k | 6.2k | 44.05 |
|
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $266k | -4% | 3.4k | 77.89 |
|
| Wec Energy Group (WEC) | 0.0 | $261k | 2.8k | 94.04 |
|
|
| Whirlpool Corporation (WHR) | 0.0 | $260k | 2.3k | 114.48 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN) | 0.0 | $252k | 9.0k | 28.03 |
|
|
| Moody's Corporation (MCO) | 0.0 | $249k | 525.00 | 473.46 |
|
|
| MetLife (MET) | 0.0 | $248k | -4% | 3.0k | 81.89 |
|
| Ecolab (ECL) | 0.0 | $243k | 1.0k | 234.32 |
|
|
| Compass Diversified Sh Ben Int (CODI) | 0.0 | $243k | +6% | 11k | 23.08 |
|
| Columbia Banking System (COLB) | 0.0 | $239k | +14% | 8.8k | 27.01 |
|
| Avantor (AVTR) | 0.0 | $238k | 11k | 21.07 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $238k | 4.6k | 51.14 |
|
|
| Sprott Physical Gold & Silve Tr Unit (CEF) | 0.0 | $238k | 10k | 23.76 |
|
|
| Fastenal Company (FAST) | 0.0 | $237k | 3.3k | 71.91 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $237k | 1.1k | 212.41 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $235k | 704.00 | 334.41 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $235k | 1.0k | 224.36 |
|
|
| Gilead Sciences (GILD) | 0.0 | $231k | 2.5k | 92.37 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $230k | 540.00 | 425.50 |
|
|
| Marvell Technology (MRVL) | 0.0 | $225k | NEW | 2.0k | 110.45 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $221k | NEW | 647.00 | 342.16 |
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.0 | $219k | 3.5k | 62.51 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $217k | 2.8k | 78.66 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $217k | -3% | 1.5k | 149.07 |
|
| Verisign (VRSN) | 0.0 | $216k | NEW | 1.0k | 206.96 |
|
| Postal Realty Trust Cl A (PSTL) | 0.0 | $212k | +8% | 16k | 13.05 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $211k | 2.0k | 106.55 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.0 | $206k | 4.3k | 48.31 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $204k | NEW | 804.00 | 253.75 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $202k | 3.5k | 57.41 |
|
|
| BorgWarner (BWA) | 0.0 | $200k | NEW | 6.3k | 31.79 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $184k | 13k | 14.41 |
|
|
| Ardagh Metal Packaging S A SHS (AMBP) | 0.0 | $172k | +13% | 57k | 3.01 |
|
| Viatris (VTRS) | 0.0 | $153k | 12k | 12.45 |
|
|
| Easterly Government Properti reit (DEA) | 0.0 | $136k | -42% | 12k | 11.36 |
|
| Cohen & Steers Quality Income Realty (RQI) | 0.0 | $127k | 10k | 12.24 |
|
|
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $119k | 11k | 10.81 |
|
Past Filings by Principle Wealth Partners
SEC 13F filings are viewable for Principle Wealth Partners going back to 2018
- 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
- Principle Wealth Partners 2021 Q4 filed Feb. 11, 2022
- Principle Wealth Partners 2021 Q3 filed Nov. 16, 2021
- Principle Wealth Partners 2021 Q2 filed Aug. 13, 2021