Principle Wealth Partners
Latest statistics and disclosures from Principle Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XLG, BKDV, JPM, AAPL, VUG, and represent 29.09% of Principle Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: IDVO (+$12M), BKDV, XLG, PWRD, UNH, VOOG, IPKW, RAAX, META, SBND.
- Started 22 new stock positions in BKGI, SBND, MU, TEX, VGIT, NYF, BBY, PAGP, TTE, SMR. NDAQ, DFIC, MPC, VICI, AEE, PEG, KNTK, QBTS, BIP, SNOW, FLNG, AMCR.
- Reduced shares in these 10 stocks: Powershares Qqq Etf Put Opt 01/19 154.0 put, SPGP, AAPL, SMTH, VIG, VYM, VTI, CRM, SMH, GOOGL.
- Sold out of its positions in ALLY, OKLO, APP, BIPC, DVN, ECL, FISV, Powershares Qqq Etf Put Opt 01/19 154.0 put, NEM, PYPL. XLY, SHOP, WDC, Amcor.
- Principle Wealth Partners was a net buyer of stock by $30M.
- Principle Wealth Partners has $1.7B in assets under management (AUM), dropping by -1.55%.
- Central Index Key (CIK): 0001743413
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Portfolio Holdings for Principle Wealth Partners
Principle Wealth Partners holds 380 positions in its portfolio as reported in the March 2026 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) | 8.0 | $139M | +3% | 2.6M | 54.55 |
|
| Bny Mellon Etf Trust Ii Dynamic Value (BKDV) | 6.7 | $118M | +4% | 4.0M | 29.66 |
|
| JPMorgan Chase & Co. (JPM) | 6.0 | $105M | 358k | 294.16 |
|
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| Apple (AAPL) | 5.3 | $93M | 367k | 253.79 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 3.1 | $54M | 123k | 436.79 |
|
|
| NVIDIA Corporation (NVDA) | 2.8 | $50M | 284k | 174.40 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.8 | $49M | 228k | 215.06 |
|
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| Microsoft Corporation (MSFT) | 2.4 | $42M | 115k | 370.17 |
|
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| Amazon (AMZN) | 2.0 | $35M | 168k | 208.27 |
|
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| Johnson & Johnson (JNJ) | 1.6 | $28M | 113k | 244.44 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.6 | $27M | -2% | 85k | 320.81 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $27M | 94k | 286.86 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $27M | -2% | 93k | 287.56 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 1.5 | $26M | +8% | 63k | 407.69 |
|
| Raytheon Technologies Corp (RTX) | 1.3 | $23M | 118k | 192.90 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.2 | $22M | -3% | 57k | 383.40 |
|
| McDonald's Corporation (MCD) | 1.2 | $21M | 69k | 310.79 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.1 | $20M | 645k | 30.68 |
|
|
| Alps Etf Tr Smith Core Plus (SMTH) | 1.0 | $17M | -4% | 677k | 25.75 |
|
| Amplify Etf Tr Cwp Intl Enhance (IDVO) | 1.0 | $17M | +242% | 421k | 40.47 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.0 | $17M | -4% | 114k | 148.10 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $16M | 97k | 169.66 |
|
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| Goldman Sachs (GS) | 0.9 | $16M | 18k | 846.01 |
|
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| Cisco Systems (CSCO) | 0.9 | $15M | 193k | 77.59 |
|
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| Caterpillar (CAT) | 0.9 | $15M | -3% | 21k | 708.46 |
|
| International Business Machines (IBM) | 0.8 | $14M | 59k | 242.39 |
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| Home Depot (HD) | 0.8 | $14M | 42k | 328.89 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $13M | 27k | 479.20 |
|
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| Meta Platforms Cl A (META) | 0.7 | $13M | +12% | 22k | 572.14 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.7 | $13M | +2% | 352k | 35.59 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.7 | $12M | +2% | 17k | 697.71 |
|
| Visa Com Cl A (V) | 0.7 | $12M | -2% | 38k | 302.24 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.7 | $11M | 224k | 50.98 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $11M | -5% | 18k | 650.35 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $11M | -3% | 12k | 919.79 |
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| Amgen (AMGN) | 0.6 | $11M | 32k | 351.85 |
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| Chevron Corporation (CVX) | 0.6 | $11M | 53k | 206.90 |
|
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| Procter & Gamble Company (PG) | 0.6 | $11M | 74k | 144.44 |
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| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.6 | $11M | -2% | 225k | 47.54 |
|
| Southern Company (SO) | 0.6 | $9.6M | 100k | 96.52 |
|
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| Merck & Co (MRK) | 0.6 | $9.6M | -2% | 80k | 120.29 |
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| Tesla Motors (TSLA) | 0.5 | $9.0M | 24k | 371.75 |
|
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| General Dynamics Corporation (GD) | 0.5 | $9.0M | -2% | 26k | 343.22 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $8.7M | -3% | 30k | 287.18 |
|
| Cummins (CMI) | 0.5 | $8.6M | -2% | 16k | 538.02 |
|
| Oracle Corporation (ORCL) | 0.5 | $8.6M | 59k | 147.11 |
|
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.5 | $8.4M | +4% | 152k | 55.52 |
|
| Ishares Tr Expanded Tech (IGV) | 0.5 | $8.4M | +9% | 105k | 80.05 |
|
| Coca-Cola Company (KO) | 0.5 | $8.2M | 108k | 76.05 |
|
|
| Tcw Etf Trust Transform System (PWRD) | 0.5 | $8.1M | +72% | 83k | 97.77 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $7.3M | -3% | 13k | 577.16 |
|
| UnitedHealth (UNH) | 0.4 | $7.3M | +51% | 27k | 270.59 |
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| Abbvie (ABBV) | 0.4 | $7.2M | 33k | 217.49 |
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| 3M Company (MMM) | 0.4 | $6.6M | 46k | 145.23 |
|
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| Ishares Tr Select Divid Etf (DVY) | 0.4 | $6.4M | 43k | 151.41 |
|
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.4 | $6.4M | +13% | 44k | 145.02 |
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| Costco Wholesale Corporation (COST) | 0.4 | $6.2M | 6.2k | 996.43 |
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| Omega Flex (OFLX) | 0.3 | $6.0M | 192k | 31.04 |
|
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.3 | $5.9M | -3% | 57k | 103.37 |
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| Bank of America Corporation (BAC) | 0.3 | $5.9M | 121k | 48.75 |
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| Philip Morris International (PM) | 0.3 | $5.8M | 35k | 165.34 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $5.7M | 26k | 218.75 |
|
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| Blackrock (BLK) | 0.3 | $5.5M | 5.8k | 961.73 |
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| Waste Management (WM) | 0.3 | $5.5M | -3% | 24k | 229.79 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $5.5M | 97k | 56.68 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $5.4M | 42k | 130.94 |
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| Allstate Corporation (ALL) | 0.3 | $5.2M | 25k | 207.34 |
|
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| Emerson Electric (EMR) | 0.3 | $5.1M | 39k | 131.02 |
|
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $4.9M | 3.7k | 1320.88 |
|
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| PNC Financial Services (PNC) | 0.3 | $4.9M | 24k | 208.09 |
|
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| Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) | 0.3 | $4.9M | +56% | 88k | 56.26 |
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $4.9M | +13% | 51k | 96.47 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.3 | $4.8M | -2% | 33k | 144.95 |
|
| ConocoPhillips (COP) | 0.3 | $4.8M | -2% | 36k | 132.00 |
|
| Phillips 66 (PSX) | 0.3 | $4.8M | 26k | 182.18 |
|
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| Travelers Companies (TRV) | 0.3 | $4.6M | 16k | 291.67 |
|
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| Pfizer (PFE) | 0.3 | $4.6M | +3% | 163k | 28.08 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $4.6M | 7.6k | 604.39 |
|
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| Palo Alto Networks (PANW) | 0.3 | $4.5M | 28k | 160.32 |
|
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| American Electric Power Company (AEP) | 0.2 | $4.4M | 33k | 131.08 |
|
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| Palantir Technologies Cl A (PLTR) | 0.2 | $4.4M | +31% | 30k | 146.28 |
|
| Wal-Mart Stores (WMT) | 0.2 | $4.3M | 35k | 124.28 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $4.3M | 6.00 | 718140.00 |
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| Qualcomm (QCOM) | 0.2 | $4.3M | -10% | 33k | 128.78 |
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| Prudential Financial (PRU) | 0.2 | $4.3M | 44k | 97.69 |
|
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $4.0M | +10% | 21k | 196.20 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.2 | $3.9M | +2% | 96k | 40.54 |
|
| Pepsi (PEP) | 0.2 | $3.9M | 25k | 155.29 |
|
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| Motorola Solutions Com New (MSI) | 0.2 | $3.9M | 8.9k | 433.97 |
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| Boeing Company (BA) | 0.2 | $3.9M | 19k | 199.03 |
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| Dominion Resources (D) | 0.2 | $3.9M | +4% | 63k | 61.82 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $3.8M | 50k | 77.11 |
|
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| Old Dominion Freight Line (ODFL) | 0.2 | $3.8M | -8% | 20k | 195.40 |
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| Netflix (NFLX) | 0.2 | $3.8M | +2% | 40k | 96.15 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.2 | $3.8M | -12% | 68k | 55.24 |
|
| Honeywell International (HON) | 0.2 | $3.7M | +2% | 17k | 226.03 |
|
| Nextera Energy (NEE) | 0.2 | $3.7M | 39k | 92.88 |
|
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.2 | $3.6M | -27% | 33k | 107.62 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $3.5M | 5.8k | 597.52 |
|
|
| Texas Instruments Incorporated (TXN) | 0.2 | $3.2M | 17k | 194.14 |
|
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| Lowe's Companies (LOW) | 0.2 | $3.2M | 14k | 236.28 |
|
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| Spdr Series Trust State Street Spd (SDY) | 0.2 | $3.1M | 21k | 145.94 |
|
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| Vaneck Etf Trust Real Assets Etf (RAAX) | 0.2 | $3.0M | +96% | 75k | 40.71 |
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| Truist Financial Corp equities (TFC) | 0.2 | $3.0M | +3% | 66k | 45.97 |
|
| Norfolk Southern (NSC) | 0.2 | $3.0M | -2% | 11k | 287.00 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $2.9M | 5.8k | 499.68 |
|
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $2.9M | -4% | 20k | 146.61 |
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| Ge Aerospace Com New (GE) | 0.2 | $2.8M | +7% | 10k | 283.76 |
|
| W.W. Grainger (GWW) | 0.2 | $2.8M | -8% | 2.5k | 1090.81 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $2.7M | -19% | 24k | 114.99 |
|
| Parker-Hannifin Corporation (PH) | 0.2 | $2.7M | 3.0k | 895.24 |
|
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| American Express Company (AXP) | 0.1 | $2.6M | 8.5k | 302.47 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $2.6M | 19k | 132.90 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.5M | 9.6k | 261.92 |
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| TJX Companies (TJX) | 0.1 | $2.5M | -4% | 16k | 159.70 |
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| Exelon Corporation (EXC) | 0.1 | $2.5M | 51k | 49.02 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.3M | +21% | 5.4k | 430.29 |
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| Eaton Corp SHS (ETN) | 0.1 | $2.3M | -3% | 6.4k | 357.68 |
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| Walt Disney Company (DIS) | 0.1 | $2.2M | 23k | 96.38 |
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| Automatic Data Processing (ADP) | 0.1 | $2.2M | 11k | 203.18 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $2.2M | +4% | 6.5k | 337.95 |
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| Vistra Energy (VST) | 0.1 | $2.2M | 15k | 150.33 |
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| Ge Vernova (GEV) | 0.1 | $2.1M | +6% | 2.5k | 873.01 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $2.1M | 12k | 181.41 |
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| Verizon Communications (VZ) | 0.1 | $2.1M | 41k | 50.20 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $2.0M | 4.3k | 474.52 |
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| Morgan Stanley Com New (MS) | 0.1 | $2.0M | +4% | 12k | 164.57 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $2.0M | +8% | 45k | 44.85 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $2.0M | 40k | 49.99 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $2.0M | 17k | 118.63 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.9M | +243% | 4.9k | 390.40 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $1.8M | -6% | 6.6k | 272.33 |
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| Us Bancorp Com New (USB) | 0.1 | $1.8M | 34k | 52.01 |
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| Broadcom (AVGO) | 0.1 | $1.8M | +7% | 5.7k | 309.53 |
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| Coreweave Com Cl A (CRWV) | 0.1 | $1.8M | +79% | 23k | 77.47 |
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| Cigna Corp (CI) | 0.1 | $1.7M | 6.3k | 266.74 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.6M | -6% | 3.4k | 491.53 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.6M | 19k | 88.16 |
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| Servicenow (NOW) | 0.1 | $1.6M | +33% | 16k | 104.55 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.6M | -6% | 3.5k | 460.99 |
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| Illinois Tool Works (ITW) | 0.1 | $1.6M | 6.1k | 260.29 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $1.6M | 17k | 94.24 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.6M | -2% | 13k | 124.31 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $1.5M | +9% | 25k | 59.03 |
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| CVS Caremark Corporation (CVS) | 0.1 | $1.5M | 21k | 71.82 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $1.5M | -3% | 2.2k | 682.24 |
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| Union Pacific Corporation (UNP) | 0.1 | $1.5M | 6.0k | 242.63 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $1.5M | 31k | 47.53 |
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| Carrier Global Corporation (CARR) | 0.1 | $1.4M | 25k | 56.31 |
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| Markel Corporation (MKL) | 0.1 | $1.4M | 737.00 | 1914.07 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $1.4M | 8.7k | 161.72 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.4M | 2.1k | 653.10 |
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| Columbia Etf Tr I Short Duration (SBND) | 0.1 | $1.4M | NEW | 73k | 18.79 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.4M | +8% | 6.7k | 203.43 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.3M | +2% | 9.3k | 138.31 |
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| Eversource Energy (ES) | 0.1 | $1.3M | +3% | 18k | 69.28 |
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| M&T Bank Corporation (MTB) | 0.1 | $1.3M | 6.1k | 206.73 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $1.2M | +45% | 25k | 50.61 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.2M | 15k | 79.61 |
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| At&t (T) | 0.1 | $1.2M | +11% | 41k | 28.99 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.2M | 4.6k | 257.35 |
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| Chubb (CB) | 0.1 | $1.1M | 3.5k | 325.93 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.1M | 17k | 67.53 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $1.1M | 9.3k | 120.81 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | +16% | 2.6k | 426.40 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $1.1M | 21k | 52.54 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $1.1M | 8.3k | 131.01 |
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| AFLAC Incorporated (AFL) | 0.1 | $1.0M | -13% | 9.5k | 109.71 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.0M | 14k | 73.14 |
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| salesforce (CRM) | 0.1 | $1.0M | -41% | 5.5k | 186.67 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $1.0M | 10k | 96.70 |
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| Corteva (CTVA) | 0.1 | $994k | 12k | 83.71 |
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| Altria (MO) | 0.1 | $972k | +3% | 15k | 65.99 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $948k | 16k | 61.26 |
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| Or Royalties Com Shs (OR) | 0.1 | $932k | 25k | 38.02 |
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| Capital Group Global Equity SHS (CGGE) | 0.1 | $926k | -5% | 30k | 30.50 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $922k | 2.8k | 328.63 |
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| Applied Materials (AMAT) | 0.1 | $885k | 2.6k | 341.85 |
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| Abbott Laboratories (ABT) | 0.0 | $861k | 8.4k | 102.67 |
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| Invesco Exchange Traded Fd T Intl Divi Achi (PID) | 0.0 | $851k | 38k | 22.25 |
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| Danaher Corporation (DHR) | 0.0 | $849k | -10% | 4.5k | 189.59 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $840k | +48% | 4.4k | 191.92 |
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| Fulton Financial (FULT) | 0.0 | $836k | -3% | 41k | 20.34 |
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| Linde SHS (LIN) | 0.0 | $836k | 1.7k | 495.70 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.0 | $835k | 6.9k | 121.19 |
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| Starbucks Corporation (SBUX) | 0.0 | $828k | 9.2k | 89.59 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $823k | -4% | 11k | 77.08 |
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| T. Rowe Price (TROW) | 0.0 | $814k | 9.0k | 90.14 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $807k | 4.8k | 168.85 |
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| Enbridge (ENB) | 0.0 | $807k | 15k | 54.14 |
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| Zoetis Cl A (ZTS) | 0.0 | $793k | 6.7k | 118.21 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $783k | 657.00 | 1191.56 |
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| Stryker Corporation (SYK) | 0.0 | $771k | 2.3k | 328.62 |
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| Bristol Myers Squibb (BMY) | 0.0 | $757k | 13k | 60.65 |
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| Cme (CME) | 0.0 | $755k | 2.6k | 295.35 |
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| Intel Corporation (INTC) | 0.0 | $754k | 17k | 44.13 |
|
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $754k | +8% | 5.2k | 144.71 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $749k | 11k | 70.18 |
|
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| Anthem (ELV) | 0.0 | $748k | +2% | 2.6k | 292.75 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $729k | 4.8k | 152.75 |
|
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| Air Products & Chemicals (APD) | 0.0 | $711k | 2.4k | 290.52 |
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| Shell Spon Ads (SHEL) | 0.0 | $711k | -4% | 7.6k | 93.00 |
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| Arrow Electronics (ARW) | 0.0 | $703k | 4.9k | 143.41 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $703k | 7.2k | 97.91 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $701k | +2% | 2.8k | 248.00 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $694k | +2% | 3.1k | 224.62 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $687k | +202% | 9.9k | 69.30 |
|
| Deere & Company (DE) | 0.0 | $683k | -10% | 1.2k | 563.30 |
|
| Analog Devices (ADI) | 0.0 | $678k | 2.1k | 318.07 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $676k | -26% | 3.9k | 173.04 |
|
| Strategy Cl A New (MSTR) | 0.0 | $648k | +9% | 5.2k | 124.81 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $646k | -2% | 7.6k | 85.23 |
|
| Ryder System (R) | 0.0 | $636k | 3.1k | 204.71 |
|
|
| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 0.0 | $629k | +31% | 32k | 19.96 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $626k | -3% | 13k | 49.37 |
|
| Consolidated Edison (ED) | 0.0 | $618k | 5.5k | 113.19 |
|
|
| Prologis (PLD) | 0.0 | $616k | 4.7k | 132.19 |
|
|
| General Motors Company (GM) | 0.0 | $608k | 8.2k | 74.50 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $602k | NEW | 7.1k | 84.90 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $602k | 5.3k | 113.11 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $599k | 4.1k | 145.74 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $598k | 4.7k | 128.12 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $593k | +37% | 16k | 37.84 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $592k | 3.2k | 184.28 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $589k | 6.3k | 93.98 |
|
|
| Realty Income (O) | 0.0 | $580k | -4% | 9.5k | 61.18 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $562k | 2.7k | 209.02 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $559k | +19% | 2.3k | 243.08 |
|
| Dow (DOW) | 0.0 | $541k | 13k | 41.65 |
|
|
| S&p Global (SPGI) | 0.0 | $540k | 1.3k | 425.50 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $535k | 3.3k | 164.13 |
|
|
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.0 | $531k | 4.4k | 120.74 |
|
|
| United Parcel Svcs CL B (UPS) | 0.0 | $530k | 5.4k | 98.37 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $520k | 4.9k | 106.01 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $519k | -15% | 10k | 50.37 |
|
| Intuit (INTU) | 0.0 | $517k | -15% | 1.2k | 432.25 |
|
| Public Service Enterprise (PEG) | 0.0 | $517k | NEW | 6.4k | 80.95 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $504k | 28k | 17.75 |
|
|
| Church & Dwight (CHD) | 0.0 | $504k | 5.4k | 93.32 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $503k | -8% | 8.7k | 57.64 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $492k | 1.3k | 367.48 |
|
|
| Pjt Partners Com Cl A (PJT) | 0.0 | $491k | 3.5k | 139.73 |
|
|
| Clorox Company (CLX) | 0.0 | $485k | +84% | 4.7k | 103.62 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $483k | 6.6k | 72.69 |
|
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.0 | $482k | 5.1k | 94.56 |
|
|
| American Tower Reit (AMT) | 0.0 | $476k | 2.8k | 172.58 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $476k | +16% | 12k | 38.42 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $475k | 3.3k | 142.41 |
|
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.0 | $467k | +3% | 10k | 44.72 |
|
| Kkr & Co (KKR) | 0.0 | $465k | 5.0k | 92.50 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $457k | -4% | 8.0k | 56.97 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $454k | +5% | 12k | 36.75 |
|
| Uber Technologies (UBER) | 0.0 | $453k | -30% | 6.3k | 71.93 |
|
| Clearway Energy Cl A (CWEN.A) | 0.0 | $452k | -4% | 12k | 39.17 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $451k | 9.5k | 47.72 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $450k | 16k | 29.08 |
|
|
| Micron Technology (MU) | 0.0 | $448k | NEW | 1.3k | 337.73 |
|
| General Mills (GIS) | 0.0 | $439k | 12k | 37.22 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $435k | 3.7k | 118.60 |
|
|
| Spdr Series Trust State Street Spd (SPYD) | 0.0 | $434k | +2% | 9.5k | 45.52 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $432k | 1.7k | 248.84 |
|
|
| Quanta Services (PWR) | 0.0 | $431k | 785.00 | 549.02 |
|
|
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.0 | $428k | 6.2k | 69.40 |
|
|
| Kinder Morgan (KMI) | 0.0 | $426k | +10% | 13k | 33.53 |
|
| Msa Safety Inc equity (MSA) | 0.0 | $425k | 2.6k | 163.95 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $424k | 6.0k | 71.06 |
|
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $423k | 4.6k | 92.76 |
|
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.0 | $422k | -10% | 9.1k | 46.40 |
|
| Trane Technologies SHS (TT) | 0.0 | $417k | 1.0k | 416.66 |
|
|
| Hologic | 0.0 | $416k | 5.5k | 75.59 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $416k | 6.1k | 67.59 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $414k | 3.3k | 126.28 |
|
|
| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.0 | $409k | -2% | 12k | 35.19 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $408k | 4.5k | 90.94 |
|
|
| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.0 | $402k | 2.5k | 163.58 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $399k | 1.3k | 302.25 |
|
|
| Bny Mellon Etf Trust Global Infrasctr (BKGI) | 0.0 | $399k | NEW | 9.0k | 44.54 |
|
| Churchill Downs (CHDN) | 0.0 | $395k | 4.4k | 89.83 |
|
|
| Qnity Electronics Common Stock (Q) | 0.0 | $395k | -2% | 3.4k | 115.38 |
|
| MercadoLibre (MELI) | 0.0 | $394k | -13% | 228.00 | 1726.44 |
|
| CBOE Holdings (CBOE) | 0.0 | $394k | -12% | 1.4k | 281.07 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $391k | 1.3k | 298.81 |
|
|
| Hershey Company (HSY) | 0.0 | $389k | 1.9k | 207.89 |
|
|
| Washington Trust Ban (WASH) | 0.0 | $385k | 12k | 33.46 |
|
|
| MGM Resorts International. (MGM) | 0.0 | $384k | 10k | 37.01 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $384k | +10% | 1.6k | 237.68 |
|
| J P Morgan Exchange Traded F Global Sel Equit (JGLO) | 0.0 | $378k | 5.8k | 65.27 |
|
|
| Xcel Energy (XEL) | 0.0 | $370k | +3% | 4.7k | 79.45 |
|
| First Tr Exchange-traded SHS (FDL) | 0.0 | $369k | 7.3k | 50.80 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $354k | 3.2k | 112.27 |
|
|
| D-wave Quantum (QBTS) | 0.0 | $353k | NEW | 25k | 14.43 |
|
| Microchip Technology Dep Shs Repstg (MCHPP) | 0.0 | $352k | 6.2k | 56.97 |
|
|
| MetLife (MET) | 0.0 | $352k | +2% | 5.0k | 70.73 |
|
| Fastenal Company (FAST) | 0.0 | $351k | 7.6k | 46.40 |
|
|
| Carlyle Group (CG) | 0.0 | $345k | 7.1k | 48.39 |
|
|
| Cae (CAE) | 0.0 | $343k | 13k | 26.05 |
|
|
| EOG Resources (EOG) | 0.0 | $339k | 2.3k | 144.58 |
|
|
| Gilead Sciences (GILD) | 0.0 | $337k | -3% | 2.4k | 139.37 |
|
| International Flavors & Fragrances (IFF) | 0.0 | $336k | 4.6k | 72.55 |
|
|
| Wec Energy Group (WEC) | 0.0 | $335k | 2.9k | 115.77 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $335k | 5.4k | 61.64 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $331k | 1.7k | 191.81 |
|
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $328k | +14% | 22k | 14.77 |
|
| Iqvia Holdings (IQV) | 0.0 | $327k | 1.9k | 170.54 |
|
|
| Sabra Health Care REIT (SBRA) | 0.0 | $325k | 17k | 19.23 |
|
|
| Snowflake Com Shs (SNOW) | 0.0 | $323k | NEW | 2.1k | 150.82 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $320k | -25% | 11k | 30.32 |
|
| Dupont De Nemours (DD) | 0.0 | $314k | -2% | 6.9k | 45.80 |
|
| Spdr Series Trust State Street Spd (CWB) | 0.0 | $313k | 3.4k | 91.52 |
|
|
| Williams Companies (WMB) | 0.0 | $312k | -41% | 4.3k | 72.78 |
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $311k | 2.5k | 126.66 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $311k | 1.5k | 213.72 |
|
|
| Spdr Series Trust State Street Spd (BILS) | 0.0 | $311k | 3.1k | 99.44 |
|
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $310k | 1.5k | 203.78 |
|
|
| Yum! Brands (YUM) | 0.0 | $305k | +2% | 2.0k | 155.48 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $303k | 4.4k | 68.28 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $298k | 837.00 | 356.56 |
|
|
| Target Corporation (TGT) | 0.0 | $295k | 2.4k | 121.20 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $292k | +11% | 198.00 | 1474.56 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $290k | -11% | 1.5k | 198.26 |
|
| Raymond James Financial (RJF) | 0.0 | $290k | 2.0k | 144.79 |
|
|
| Paychex (PAYX) | 0.0 | $289k | 3.1k | 92.12 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $283k | -6% | 764.00 | 370.82 |
|
| Citigroup Com New (C) | 0.0 | $279k | +2% | 2.5k | 113.41 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.0 | $278k | NEW | 11k | 24.28 |
|
| Spdr Series Trust State Street Spd (XAR) | 0.0 | $276k | 1.1k | 253.91 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $275k | 6.0k | 45.87 |
|
|
| Medtronic SHS (MDT) | 0.0 | $272k | -19% | 3.1k | 86.65 |
|
| Hartford Financial Services (HIG) | 0.0 | $262k | -7% | 1.9k | 135.23 |
|
| Verisign (VRSN) | 0.0 | $261k | 1.1k | 248.36 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $259k | 1.5k | 169.14 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $258k | 1.2k | 216.58 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $258k | NEW | 4.3k | 59.55 |
|
| Intercontinental Exchange (ICE) | 0.0 | $256k | +5% | 1.6k | 157.28 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $251k | -6% | 4.4k | 56.58 |
|
| Capital One Financial (COF) | 0.0 | $248k | 1.4k | 182.36 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $244k | +4% | 3.1k | 79.57 |
|
| Nike CL B (NKE) | 0.0 | $244k | 4.6k | 52.82 |
|
|
| Kinetik Holdings Com New Cl A (KNTK) | 0.0 | $240k | NEW | 5.0k | 48.41 |
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.0 | $238k | 3.5k | 67.21 |
|
|
| Ishares Tr New York Mun Etf (NYF) | 0.0 | $237k | NEW | 4.5k | 53.13 |
|
| Kenvue (KVUE) | 0.0 | $236k | 14k | 17.24 |
|
|
| Moody's Corporation (MCO) | 0.0 | $236k | 540.00 | 436.43 |
|
|
| Ryman Hospitality Pptys (RHP) | 0.0 | $234k | -10% | 2.5k | 92.27 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN) | 0.0 | $234k | -16% | 7.5k | 31.25 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $233k | 1.4k | 165.70 |
|
|
| Flex Lng SHS (FLNG) | 0.0 | $232k | NEW | 7.8k | 29.71 |
|
| Totalenergies Se Act (TTE) | 0.0 | $230k | NEW | 2.5k | 91.00 |
|
| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.0 | $228k | NEW | 6.3k | 36.12 |
|
| Omega Healthcare Investors (OHI) | 0.0 | $227k | 5.2k | 43.82 |
|
|
| Vici Pptys (VICI) | 0.0 | $222k | NEW | 8.1k | 27.32 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $220k | NEW | 902.00 | 244.18 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $219k | -13% | 4.8k | 45.89 |
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $218k | 4.4k | 49.79 |
|
|
| BorgWarner (BWA) | 0.0 | $217k | -38% | 4.0k | 54.26 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $216k | NEW | 6.1k | 35.53 |
|
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.0 | $216k | 3.1k | 69.37 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $216k | 5.3k | 40.47 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $213k | 3.4k | 62.75 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $213k | 1.0k | 210.03 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $211k | -14% | 2.2k | 97.22 |
|
| Terex Corporation (TEX) | 0.0 | $211k | NEW | 3.6k | 59.10 |
|
| Sixth Street Specialty Lending (TSLX) | 0.0 | $208k | +10% | 11k | 18.38 |
|
| Postal Realty Trust Cl A (PSTL) | 0.0 | $208k | 11k | 18.56 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $207k | 1.9k | 110.36 |
|
|
| Ameren Corporation (AEE) | 0.0 | $207k | NEW | 1.9k | 109.92 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $204k | -18% | 440.00 | 463.19 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $203k | 7.1k | 28.71 |
|
|
| Amcor Com New (AMCR) | 0.0 | $202k | NEW | 5.1k | 39.75 |
|
| Columbia Banking System (COLB) | 0.0 | $201k | 7.3k | 27.43 |
|
|
| Best Buy (BBY) | 0.0 | $201k | NEW | 3.1k | 64.20 |
|
| Ardagh Metal Packaging S A SHS (AMBP) | 0.0 | $179k | 44k | 4.05 |
|
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $175k | 13k | 13.67 |
|
|
| ConAgra Foods (CAG) | 0.0 | $173k | 11k | 15.72 |
|
|
| Viatris (VTRS) | 0.0 | $165k | 12k | 13.51 |
|
|
| Western Union Company (WU) | 0.0 | $153k | 18k | 8.73 |
|
|
| American Bitcoin Corp. Com Cl A (ABTC) | 0.0 | $148k | +220% | 160k | 0.92 |
|
| Cohen & Steers Quality Income Realty (RQI) | 0.0 | $146k | +17% | 12k | 12.05 |
|
| Nuscale Pwr Corp Cl A Com (SMR) | 0.0 | $130k | NEW | 12k | 10.84 |
|
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $114k | 11k | 10.38 |
|
Past Filings by Principle Wealth Partners
SEC 13F filings are viewable for Principle Wealth Partners going back to 2018
- Principle Wealth Partners 2026 Q1 filed May 7, 2026
- 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