Principle Wealth Partners

Latest statistics and disclosures from Principle Wealth Partners's latest quarterly 13F-HR filing:

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Portfolio Holdings for Principle Wealth Partners

Principle Wealth Partners holds 303 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 6.3 $52M 380k 136.72
Vanguard Dividend Appreciation Index Fund Etf (VIG) 5.2 $44M +4% 303k 143.47
Vanguard Growth Index Fund Etf (VUG) 4.9 $41M -9% 184k 222.89
Jpmorgan Chase & Co Stock (JPM) 4.6 $39M 342k 112.61
Omega Flex Stock (OFLX) 3.5 $29M 270k 107.62
Microsoft Corp Stock (MSFT) 3.2 $27M 104k 256.83
Pfizer Stock (PFE) 2.7 $22M 427k 52.37
Johnson & Johnson Stock (JNJ) 2.3 $19M 106k 177.51
Amazon Stock (AMZN) 2.1 $17M +2112% 163k 106.21
Amgen Stock (AMGN) 2.0 $17M 69k 243.30
Vanguard High Dividend Yield Etf Etf (VYM) 1.7 $14M 137k 101.70
Vanguard International Dividend Appreciation Etf Etf (VIGI) 1.6 $14M -6% 198k 68.61
Vanguard S&p 500 Growth Etf Etf (VOOG) 1.6 $13M +98% 61k 217.64
Raytheon Technologies Corp Stock (RTX) 1.5 $12M 129k 96.11

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Procter And Gamble Stock (PG) 1.3 $11M 75k 143.79
Schwab Us Dividend Equity Etf Etf (SCHD) 1.1 $9.5M +43% 132k 71.63
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.1 $9.5M -2% 4.3k 2179.35
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.1 $9.3M +3% 4.3k 2187.34
Intel Corp Stock (INTC) 1.1 $8.7M 233k 37.41
First Trust Nasdaq Rising Dividend Achievers Fund Etf (RDVY) 1.0 $8.6M +15% 211k 40.92
Visa Inc Com Cl A Stock (V) 0.9 $7.7M +5% 39k 196.88
Cisco Sys Stock (CSCO) 0.9 $7.2M 168k 42.64
International Business Machs Stock (IBM) 0.9 $7.1M +2% 51k 141.29
Mcdonalds Corp Stock (MCD) 0.8 $7.1M -2% 29k 246.88
Southern Stock (SO) 0.8 $6.8M -3% 95k 71.31
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 0.8 $6.7M +90% 199k 33.55
Merck & Co Stock (MRK) 0.8 $6.6M -11% 72k 91.17
General Dynamics Corp Stock (GD) 0.8 $6.2M 28k 221.27
Chevron Corp Stock (CVX) 0.8 $6.2M -2% 43k 144.93
Invesco S&p Smallcap Value With Momentum Etf Etf (XSVM) 0.7 $6.1M NEW 138k 44.41
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.7 $5.9M 22k 273.03
Vanguard Energy Index Fund Etf (VDE) 0.7 $5.8M +31% 59k 99.47
Boeing Stock (BA) 0.7 $5.8M -9% 42k 136.72
Exxon Mobil Corp Stock (XOM) 0.7 $5.8M -3% 67k 85.64
Abbvie Stock (ABBV) 0.7 $5.6M -3% 37k 153.25
Vanguard Information Technology Index Fund Etf (VGT) 0.6 $5.4M +9% 17k 326.56
Goldman Sachs Group Stock (GS) 0.6 $5.2M +29% 18k 297.04
Kimberly-clark Corp Stock (KMB) 0.6 $5.1M 38k 135.16
3M Stock (MMM) 0.6 $5.0M +14% 39k 129.57
Spdr S&p 500 Etf Etf (SPY) 0.6 $5.0M -3% 13k 377.25
Coca Cola Stock (KO) 0.6 $4.9M -3% 78k 62.91
Pepsico Stock (PEP) 0.6 $4.7M -5% 28k 166.67
Conocophillips Stock (COP) 0.6 $4.6M 51k 89.80
Waste Mgmt Inc Del Stock (WM) 0.5 $4.4M -4% 29k 152.99
Qualcomm Stock (QCOM) 0.5 $4.1M -2% 32k 127.75
Verizon Communications Stock (VZ) 0.5 $4.1M -6% 81k 50.77
First Trust Short Duration Managed Municipal Etf Etf (FSMB) 0.5 $4.0M -23% 202k 19.85
Texas Instrs Stock (TXN) 0.5 $4.0M +2% 26k 153.67
Dow Stock (DOW) 0.5 $3.9M 76k 51.59
Tesla Stock (TSLA) 0.5 $3.9M +2% 5.8k 673.44
Caterpillar Stock (CAT) 0.5 $3.9M +3% 22k 178.74
Ishares Select Dividend Etf Etf (DVY) 0.5 $3.8M +2% 32k 117.66
Vanguard Mid-cap Index Fund Etf (VO) 0.4 $3.7M +46% 19k 196.99
Bk Of America Corp Stock (BAC) 0.4 $3.6M 117k 31.13
General Mls Stock (GIS) 0.4 $3.6M -8% 48k 75.45
Oracle Corp Stock (ORCL) 0.4 $3.6M +21% 51k 69.87
Unitedhealth Group Stock (UNH) 0.4 $3.5M 6.9k 513.65
Philip Morris Intl Stock (PM) 0.4 $3.5M -4% 36k 98.75
Old Dominion Freight Line Stock (ODFL) 0.4 $3.4M -9% 13k 256.28
Kellogg Stock (K) 0.4 $3.3M -6% 46k 71.34
Cvs Health Corp Stock (CVS) 0.4 $3.3M +35% 35k 92.65
Invesco Qqq Trust Etf (QQQ) 0.4 $3.2M -2% 12k 280.26
Allstate Corp Stock (ALL) 0.4 $3.2M 25k 126.75
Norfolk Southn Corp Stock (NSC) 0.4 $3.1M -5% 14k 227.31
Cummins Stock (CMI) 0.4 $3.1M +24% 16k 193.53
Nvidia Corporation Stock (NVDA) 0.4 $3.1M +42% 20k 151.57
Emerson Elec Stock (EMR) 0.4 $3.0M -7% 38k 79.54
Vanguard Small-cap Index Fund Etf (VB) 0.4 $3.0M -40% 17k 176.13
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.3 $2.9M 7.00 409000.00
Lockheed Martin Corp Stock (LMT) 0.3 $2.8M +3% 6.6k 429.97
Costco Whsl Corp Stock (COST) 0.3 $2.7M 5.6k 479.16
Travelers Companies Stock (TRV) 0.3 $2.7M -2% 16k 169.15
Health Care Select Sector Spdr Fund Etf (XLV) 0.3 $2.6M 21k 128.25
Lowes Cos Stock (LOW) 0.3 $2.6M 15k 174.65
Archer Daniels Midland Stock (ADM) 0.3 $2.6M -8% 34k 77.61
Energy Select Sector Spdr Fund Etf (XLE) 0.3 $2.6M +219% 36k 71.51
Industrial Select Sector Spdr Fund Etf (XLI) 0.3 $2.6M -12% 29k 87.33
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.3 $2.5M +375% 43k 58.82
Vanguard Health Care Index Fund Etf (VHT) 0.3 $2.5M -2% 11k 235.48
Vanguard Mega Cap Value Etf Etf (MGV) 0.3 $2.5M +52% 26k 96.18
Vanguard Total Stock Market Index Fund Etf (VTI) 0.3 $2.4M +40% 13k 188.61
Nextera Energy Stock (NEE) 0.3 $2.4M +10% 31k 77.48
Automatic Data Processing Stock (ADP) 0.3 $2.3M 11k 210.00
Vanguard S&p 500 Etf Etf (VOO) 0.3 $2.2M +27% 6.4k 346.88
Fidelity Total Bond Etf Etf (FBND) 0.3 $2.2M NEW 48k 46.52
Financial Select Sector Spdr Fund Etf (XLF) 0.3 $2.2M -10% 70k 31.45
Vanguard Financials Index Fund Etf (VFH) 0.3 $2.2M -2% 29k 77.17
Spdr S&p Dividend Etf Etf (SDY) 0.3 $2.2M 19k 118.71
Phillips 66 Stock (PSX) 0.3 $2.2M 27k 82.00
Duke Energy Corp Stock (DUK) 0.2 $2.0M -10% 19k 107.22
Disney Walt Stock (DIS) 0.2 $2.0M 21k 94.41
Honeywell Intl Stock (HON) 0.2 $2.0M +6% 11k 173.83
Blackstone Stock (BX) 0.2 $1.9M 21k 91.21
Motorola Solutions Stock (MSI) 0.2 $1.9M 8.9k 209.58
Fidelity High Dividend Etf Etf (FDVV) 0.2 $1.9M 52k 35.93
Meta Platforms Inc Cl A Stock (META) 0.2 $1.8M 11k 161.26
Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.2 $1.8M +288% 29k 63.56
Vaneck Semiconductor Etf Etf (SMH) 0.2 $1.8M +115% 8.8k 203.76
Cigna Corp Stock (CI) 0.2 $1.7M +492% 6.4k 263.58
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM) 0.2 $1.6M -17% 44k 37.03
Mastercard Incorporated Cl A Stock (MA) 0.2 $1.5M 4.9k 315.48
General Electric Stock (GE) 0.2 $1.5M -6% 24k 63.67
Eversource Energy Stock (ES) 0.2 $1.5M +2% 18k 84.48
Thermo Fisher Scientific Stock (TMO) 0.2 $1.4M -5% 2.7k 543.36
Danaher Corporation Stock (DHR) 0.2 $1.4M 5.7k 253.53
Vanguard Value Index Fund Etf (VTV) 0.2 $1.4M 11k 131.86
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.2 $1.4M +9% 14k 99.17
Grainger W W Stock (GWW) 0.2 $1.4M -6% 3.1k 454.31
At&t Stock (T) 0.2 $1.4M -8% 65k 20.95
Vanguard Short-term Government Bond Etf Etf (VGSH) 0.2 $1.4M NEW 23k 58.86
Blackrock Stock (BLK) 0.2 $1.3M +156% 2.2k 609.03
Fidelity Stocks For Inflation Etf Etf (FCPI) 0.2 $1.3M NEW 46k 29.10
Salesforce Stock (CRM) 0.2 $1.3M +14% 7.8k 164.99
American Elec Pwr Stock (AEP) 0.1 $1.2M 13k 95.91
Union Pac Corp Stock (UNP) 0.1 $1.2M 5.7k 213.29
Elevance Health Stock (ANTM) 0.1 $1.2M 2.5k 482.47
Servicenow Stock (NOW) 0.1 $1.2M 2.5k 475.63
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.1 $1.2M -62% 24k 50.64
Ishares Semiconductor Fund Etf (SOXX) 0.1 $1.2M -34% 3.4k 349.62
Comcast Corp New Cl A Stock (CMCSA) 0.1 $1.2M +74% 30k 39.25
Real Estate Select Sector Spdr Fund Etf (XLRE) 0.1 $1.1M -22% 28k 40.85
Adobe Systems Incorporated Stock (ADBE) 0.1 $1.1M +3% 3.1k 365.90
Nike Inc Cl B Stock (NKE) 0.1 $1.1M 11k 102.22
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.1 $1.1M -4% 29k 39.00
Lilly Eli & Co Stock (LLY) 0.1 $1.1M 3.2k 324.30
Pnc Finl Svcs Group Stock (PNC) 0.1 $1.0M -5% 6.7k 157.70
Vanguard Total World Stock Index Fund Etf (VT) 0.1 $1.0M -26% 12k 85.33
Home Depot Stock (HD) 0.1 $1.0M 38k 27.42
Bristol-myers Squibb Stock (BMY) 0.1 $1.0M 14k 77.01
Zoetis Inc Cl A Stock (ZTS) 0.1 $1.0M 6.0k 171.81
Us Bancorp Del Stock (USB) 0.1 $1.0M -8% 23k 46.02
Magellan Midstream Prtnrs Lp Com Unit Rp Stock (MMP) 0.1 $1.0M 21k 47.76
Ishares U.s. Technology Etf Etf (IYW) 0.1 $1.0M 13k 79.97
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.1 $981k -8% 16k 62.01
Northrop Grumman Corp Stock (NOC) 0.1 $981k -2% 2.1k 478.54
GSK Adr (GSK) 0.1 $977k 22k 43.58
Morgan Stanley Stock (MS) 0.1 $957k 13k 76.02
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $954k 7.5k 127.08
Markel Corp Stock (MKL) 0.1 $953k 737.00 1293.08
Carrier Global Corporation Stock (CARR) 0.1 $920k -4% 26k 35.65
Invesco Ftse Rafi Us 1000 Etf Etf (PRF) 0.1 $918k 6.2k 148.21
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.1 $912k -19% 4.6k 197.02
Ishares Biotechnology Fund Etf (IBB) 0.1 $883k -12% 7.5k 117.62
Ark Innovation Etf Etf (ARKK) 0.1 $879k -34% 22k 39.90
Illinois Tool Wks Stock (ITW) 0.1 $874k 4.8k 182.27
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.1 $859k +11% 5.1k 168.60
Tjx Cos Stock (TJX) 0.1 $856k 15k 55.87
United Parcel Service Inc Cl B Stock (UPS) 0.1 $844k -2% 4.6k 182.78
Unilever Adr (UL) 0.1 $840k -11% 18k 45.85
Abbott Labs Stock (ABT) 0.1 $833k +7% 7.7k 108.70
Spdr Gold Shares Etf (GLD) 0.1 $821k 4.9k 168.55
Starbucks Corp Stock (SBUX) 0.1 $817k +3% 11k 76.38
American Express Stock (AXP) 0.1 $799k +8% 5.8k 138.44
Otis Worldwide Corp Stock (OTIS) 0.1 $787k -2% 11k 70.65
Enterprise Prods Partners Stock (EPD) 0.1 $782k -13% 32k 24.38
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD) 0.1 $778k -6% 20k 39.89
American Tower Corp Reit (AMT) 0.1 $769k 3.0k 255.65
Walmart Stock (WMT) 0.1 $767k -9% 6.3k 121.51
Ishares S&p Midcap Fund Etf (IJH) 0.1 $767k -4% 3.4k 226.12
Medtronic Stock (MDT) 0.1 $746k +17% 8.3k 89.75
Colgate Palmolive Stock (CL) 0.1 $725k -3% 9.0k 80.19
Wells Fargo Stock (WFC) 0.1 $722k 18k 39.17
Eaton Corp Stock (ETN) 0.1 $713k +10% 5.7k 125.95
Spdr Ssga Multi-asset Real Return Etf Etf (RLY) 0.1 $707k +148% 25k 27.98
Altria Group Stock (MO) 0.1 $681k -6% 16k 41.76
Parker-hannifin Corp Stock (PH) 0.1 $677k 2.8k 246.18
Corteva Stock (CTVA) 0.1 $660k 12k 54.12
Aflac Stock (AFL) 0.1 $658k -3% 12k 55.33
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.1 $655k 4.9k 134.14
Air Prods & Chems Stock (APD) 0.1 $654k -5% 2.7k 240.44
Vanguard Consumer Staples Index Fund Etf (VDC) 0.1 $654k 3.5k 185.37
Cme Group Stock (CME) 0.1 $650k 3.2k 204.72
Fulton Finl Corp Pa Stock (FULT) 0.1 $634k 44k 14.46
Netflix Stock (NFLX) 0.1 $614k -11% 3.5k 174.83
Chubb Stock (CB) 0.1 $605k 3.1k 196.62
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.1 $596k 8.3k 71.87
Ishares International Dividend Growth Etf Etf (IGRO) 0.1 $594k +26% 10k 57.32
Invesco Dwa Smallcap Momentum Etf Etf (DWAS) 0.1 $592k NEW 8.7k 67.87
Bank New York Mellon Corp Stock (BK) 0.1 $584k +15% 14k 41.71
First Trust Municipal High Income Etf Etf (FMHI) 0.1 $582k 12k 47.49
Ishares Gold Trust Etf (IAU) 0.1 $581k 17k 34.32
Washington Tr Bancorp Stock (WASH) 0.1 $576k 12k 48.35
Schwab U.s. Small-cap Etf Etf (SCHA) 0.1 $568k NEW 15k 38.98
International Flavors&fragranc Stock (IFF) 0.1 $567k 4.8k 119.17
Arrow Electrs Stock (ARW) 0.1 $550k 4.9k 112.13
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.1 $539k -7% 19k 28.21
Invesco Ftse Rafi Us 1500a Small-mida Etf Etf (PRFZ) 0.1 $529k +5% 3.4k 153.38
Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $529k +4% 11k 47.60
M & T Bk Corp Stock (MTB) 0.1 $528k +26% 3.3k 159.47
Dominion Energy Stock (D) 0.1 $523k 6.5k 79.87
Avangrid Stock (AGR) 0.1 $522k 11k 46.14
First Trust Preferred Securities And Income Etf Etf (FPE) 0.1 $513k -34% 30k 17.22
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $504k 1.3k 379.23
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $499k 8.0k 62.14
Ishares Preferred And Income Securities Etf Etf (PFF) 0.1 $495k +2% 15k 32.90
Ishares S&p Global Clean Energy Index Fund Etf (ICLN) 0.1 $490k 26k 19.06
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.1 $486k 5.7k 85.35
S&p Global Stock (SPGI) 0.1 $483k 1.4k 337.06
Consolidated Edison Stock (ED) 0.1 $473k -4% 5.0k 95.02
Csx Corp Stock (CSX) 0.1 $460k 16k 29.04
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.1 $459k +43% 8.8k 52.30
Novartis Adr (NVS) 0.1 $450k -12% 5.3k 84.55
Target Corp Stock (TGT) 0.1 $445k 3.1k 141.31
Church & Dwight Stock (CHD) 0.1 $445k 4.8k 92.71
Stryker Corporation Stock (SYK) 0.1 $438k +15% 2.2k 199.00
Vanguard Short-term Bond Index Fund Etf (BSV) 0.1 $425k NEW 5.5k 76.78
Intuit Stock (INTU) 0.1 $425k -15% 1.1k 385.66
Churchill Downs Stock (CHDN) 0.1 $421k 2.2k 191.36
Iqvia Hldgs Stock (IQV) 0.1 $417k 1.9k 217.19
First Trust Capital Strength Etf Etf (FTCS) 0.0 $414k +12% 5.9k 69.85
Kkr & Co Stock (KKR) 0.0 $410k 8.9k 46.33
Hershey Stock (HSY) 0.0 $402k -5% 1.9k 215.09
Baxter Intl Stock (BAX) 0.0 $399k +138% 6.2k 64.30
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $396k -5% 3.8k 105.43
Moderna Stock (MRNA) 0.0 $392k 2.7k 142.81
Clorox Co Del Stock (CLX) 0.0 $382k -10% 2.7k 140.96
Hologic Stock (HOLX) 0.0 $381k 5.5k 69.27
International Paper Stock (IP) 0.0 $378k +4% 9.0k 41.83
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $373k 4.6k 81.69
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $370k 4.7k 79.23
Dupont De Nemours Stock (DD) 0.0 $369k 6.6k 55.56
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $366k +8% 1.7k 218.51
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.0 $364k -52% 7.3k 50.05
Ishares U.s. Healthcare Etf Etf (IYH) 0.0 $360k 1.3k 268.66
Carlyle Group Stock (CG) 0.0 $359k +57% 11k 31.68
Alibaba Group Hldg Adr (BABA) 0.0 $359k -7% 3.2k 113.54
Schwab Charles Corp Stock (SCHW) 0.0 $358k 5.7k 63.21
Cae Stock (CAE) 0.0 $357k -16% 15k 24.65
Stanley Black & Decker Stock (SWK) 0.0 $354k -10% 3.4k 104.76
Star Bulk Carriers Corp. Shs Par Stock (SBLK) 0.0 $347k 14k 24.98
Mgm Resorts International Stock (MGM) 0.0 $335k 12k 28.93
Helios Technologies Stock (HLIO) 0.0 $334k 5.0k 66.23
Ishares S&p Small-cap Fund Etf (IJR) 0.0 $328k +3% 3.5k 92.50
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $321k 5.3k 60.35
Fiserv Stock (FISV) 0.0 $320k -10% 3.6k 88.89
Vanguard Large-cap Index Fund Etf (VV) 0.0 $319k 1.9k 172.43
Unum Group Stock (UNM) 0.0 $318k 9.4k 33.99
Linde Stock (LIN) 0.0 $312k 1.1k 287.29
Lumen Technologies Stock (LUMN) 0.0 $310k 29k 10.89
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $310k 2.1k 145.20
Viatris Stock (VTRS) 0.0 $308k -7% 30k 10.46
Clearway Energy Inc Cl A Stock (CWEN.A) 0.0 $308k 9.6k 31.97
Msa Safety Stock (MSA) 0.0 $307k 2.5k 121.10
Prologis Reit (PLD) 0.0 $304k 2.6k 117.56
Wells Fargo Co New Perp Pfd Cnv A Convertible Preferred (WFC.PL) 0.0 $304k -38% 250.00 1216.00
Ishares Russell 2000 Etf Etf (IWM) 0.0 $304k 1.8k 169.36
Lamar Advertising Co New Cl A Reit (LAMR) 0.0 $300k NEW 3.4k 87.85
Invesco Dwa Momentum Etf Etf (PDP) 0.0 $299k 4.4k 68.03
Te Connectivity Stock (TEL) 0.0 $299k -3% 2.6k 113.13
Iron Mtn Reit (IRM) 0.0 $295k -14% 6.1k 48.76
Ardagh Metal Packaging S A Stock (AMBP) 0.0 $293k NEW 48k 6.09
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 0.0 $288k -9% 6.0k 48.35
Shell Plc Spon Ads Adr (SHEL) 0.0 $286k -4% 5.5k 52.23
Xcel Energy Stock (XEL) 0.0 $282k 4.0k 70.85
Umpqua Hldgs Corp Stock (UMPQ) 0.0 $279k 17k 16.76
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $275k -62% 4.1k 66.43
Cohen & Steers Reit & Pfd & In Cef (RNP) 0.0 $272k -70% 13k 21.34
National Retail Properties Reit (NNN) 0.0 $271k 6.3k 42.95
Compass Diversified Sh Ben Int Stock (CODI) 0.0 $269k 13k 21.39
Syndax Pharmaceuticals Stock (SNDX) 0.0 $269k -31% 14k 19.21
General Mtrs Stock (GM) 0.0 $269k 8.5k 31.79
Analog Devices Stock (ADI) 0.0 $268k 1.8k 146.05
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $267k 3.3k 79.92
Enbridge Stock (ENB) 0.0 $264k 6.2k 42.25
Easterly Govt Pptys Reit (DEA) 0.0 $264k NEW 14k 19.01
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $260k +9% 938.00 277.19
Wec Energy Group Stock (WEC) 0.0 $260k 2.6k 100.70
Hercules Capital Cef (HTGC) 0.0 $259k 19k 13.50
Paypal Hldgs Stock (PYPL) 0.0 $258k +3% 3.7k 69.92
American Eagle Outfitters Stock (AEO) 0.0 $256k NEW 23k 11.19
Western Un Stock (WU) 0.0 $254k 15k 16.46
Astrazeneca Adr (AZN) 0.0 $248k 3.8k 66.12
Sabra Health Care Reit Reit (SBRA) 0.0 $247k 18k 13.97
Dover Corp Stock (DOV) 0.0 $243k 2.0k 121.50
New York Cmnty Bancorp Stock (NYCB) 0.0 $242k 27k 9.11
Realty Income Corp Reit (O) 0.0 $242k -4% 3.6k 68.15
Yum Brands Stock (YUM) 0.0 $241k 2.1k 113.68
Fidelity Value Factor Etf Etf (FVAL) 0.0 $239k 5.5k 43.10
Kinder Morgan Inc Del Stock (KMI) 0.0 $236k 14k 16.76
Eog Res Stock (EOG) 0.0 $231k +17% 2.1k 110.63
Texas Pacific Land Corporation Stock (TPL) 0.0 $228k +2% 153.00 1490.20
Ford Mtr Co Del Stock (F) 0.0 $226k +21% 20k 11.11
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $222k 3.2k 70.16
Navient Corporation Stock (NAVI) 0.0 $221k 16k 13.98
Ishares Russell Top 200 Growth Etf Etf (IWY) 0.0 $217k NEW 1.7k 125.00
Deere & Co Stock (DE) 0.0 $216k 720.00 300.00
Intuitive Surgical Stock (ISRG) 0.0 $216k 1.1k 201.12
Williams Cos Stock (WMB) 0.0 $215k 6.9k 31.20
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.0 $214k NEW 3.9k 55.40
Fortress Trans Infrst Invs Llc Cl A Stock (FTAI) 0.0 $211k 11k 19.38
Vanguard Real Estate Etf Etf (VNQ) 0.0 $209k -25% 2.3k 91.03
Diageo Adr (DEO) 0.0 $208k 1.2k 174.35
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.0 $207k -68% 4.3k 48.23
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $206k NEW 15k 13.44
Ishares Tips Bond Etf Etf (TIP) 0.0 $204k 1.8k 113.71
Crown Castle Intl Corp Reit (CCI) 0.0 $204k -29% 1.2k 168.59
Medical Pptys Trust Reit (MPW) 0.0 $204k 13k 15.30
Eaton Vance Tax-managed Buy- W Cef (ETV) 0.0 $173k 13k 13.52
Invesco Preferred Etf Etf (PGX) 0.0 $151k 12k 12.34
Annaly Capital Management Reit (NLY) 0.0 $59k 10k 5.89
Nektar Therapeutics Stock (NKTR) 0.0 $57k 15k 3.80
22nd Centy Group Stock (XXII) 0.0 $21k 10k 2.10
Iterum Therapeutics Stock (ITRM) 0.0 $6.0k NEW 30k 0.20

Past Filings by Principle Wealth Partners

SEC 13F filings are viewable for Principle Wealth Partners going back to 2018