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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 28.63% of Principle Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: VUG (+$53M), VOOG (+$37M), VGT (+$14M), PWRD (+$8.6M), SBND (+$7.1M), VO (+$7.0M), Roundhill Memory Etf, FSMB, SMH, SPCX.
Started 29 new stock positions in DD, SPCX, VWO, LRCX, USMV, SCHM, CRDO, HONA, JCI, CGGO.
Reduced shares in these 10 stocks: Honeywell International, JEPI, AAPL, RTX, SCHD, SMTH, CAT, TJX, CMI, TSLA.
Sold out of its positions in BSX, CWEN.A, CAG, Dupont De Nemours, GIS, Hologic, Honeywell International, TMUS, VUSB, TTE. ACN.
Principle Wealth Partners was a net buyer of stock by $164M.
Principle Wealth Partners has $2.0B in assets under management (AUM), dropping by 15.75%.
Central Index Key (CIK): 0001743413

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Portfolio Holdings for Principle Wealth Partners

Principle Wealth Partners holds 398 positions in its portfolio as reported in the June 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)	7.8	$159M		2.6M	61.23	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	6.7	$136M	+2%	4.1M	33.49	View chart
JPMorgan Chase & Co. (JPM)	5.8	$117M		358k	327.33	View chart
Apple (AAPL)	5.2	$105M		362k	289.36	View chart
Vanguard Index Fds Growth Etf (VUG)	3.1	$63M	+496%	732k	86.14	View chart
NVIDIA Corporation (NVDA)	2.8	$57M		286k	200.09	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.6	$54M		227k	236.62	View chart
Microsoft Corporation (MSFT)	2.2	$44M		117k	373.02	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	2.1	$43M	+720%	515k	82.62	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	2.0	$41M	+10%	63k	655.89	View chart
Amazon (AMZN)	2.0	$40M		168k	238.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$33M		93k	357.37	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$33M		94k	353.33	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$32M		85k	370.04	View chart
Johnson & Johnson (JNJ)	1.4	$29M		113k	253.97	View chart
Cisco Systems (CSCO)	1.1	$22M		190k	117.46	View chart
Caterpillar (CAT)	1.1	$22M	-3%	20k	1064.92	View chart
Raytheon Technologies Corp (RTX)	1.0	$21M	-5%	111k	189.73	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	1.0	$20M	+12%	472k	42.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.0	$19M	-5%	609k	31.71	View chart
McDonald's Corporation (MCD)	0.9	$19M		70k	270.31	View chart
Tcw Etf Trust Trans Syste Etf (PWRD)	0.9	$19M	+84%	153k	122.96	View chart
Goldman Sachs (GS)	0.9	$18M		18k	1011.38	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$18M		112k	158.03	View chart
International Business Machines (IBM)	0.8	$17M		59k	281.21	View chart
Alps Etf Tr Smith Core Plus (SMTH)	0.8	$17M	-5%	643k	25.74	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$17M	+694%	138k	119.52	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.7	$15M	+30%	292k	51.00	View chart
Home Depot (HD)	0.7	$15M	-2%	41k	352.68	View chart
Eli Lilly & Co. (LLY)	0.7	$14M	-2%	12k	1199.45	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.7	$14M		346k	41.10	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$14M	+6%	19k	746.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$14M		27k	500.39	View chart
Meta Platforms Cl A (META)	0.7	$13M	+6%	24k	563.28	View chart
Visa Com Cl A (V)	0.7	$13M		38k	343.09	View chart
Exxon Mobil Corporation (XOM)	0.6	$13M	-2%	94k	136.72	View chart
Amgen (AMGN)	0.6	$11M		32k	362.12	View chart
UnitedHealth (UNH)	0.5	$11M		27k	415.62	View chart
Procter & Gamble Company (PG)	0.5	$11M		75k	146.64	View chart
Cummins (CMI)	0.5	$11M	-4%	15k	713.21	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.5	$11M		223k	48.49	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.5	$10M	+36%	60k	170.14	View chart
Merck & Co (MRK)	0.5	$10M		80k	128.50	View chart
Ishares Tr Expanded Tech (IGV)	0.5	$9.9M	+4%	109k	90.60	View chart
Tesla Motors (TSLA)	0.5	$9.7M	-5%	23k	420.60	View chart
Southern Company (SO)	0.5	$9.6M		101k	95.71	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$9.6M	+3%	157k	61.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$9.4M	+285%	117k	80.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$9.3M		13k	736.41	View chart
Palo Alto Networks (PANW)	0.5	$9.2M	-2%	27k	341.02	View chart
Coca-Cola Company (KO)	0.4	$8.9M		110k	81.27	View chart
General Dynamics Corporation (GD)	0.4	$8.8M	-4%	25k	354.23	View chart
Oracle Corporation (ORCL)	0.4	$8.6M		59k	146.55	View chart
Chevron Corporation (CVX)	0.4	$8.6M	-2%	52k	165.76	View chart
Columbia Etf Tr I Short Duration (SBND)	0.4	$8.5M	+520%	453k	18.80	View chart
Abbvie (ABBV)	0.4	$8.2M		33k	251.64	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.4	$7.5M		3.8k	1989.63	View chart
3M Company (MMM)	0.4	$7.2M	-2%	44k	161.91	View chart
Bank of America Corporation (BAC)	0.4	$7.1M	+2%	125k	56.98	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$6.6M	+5%	27k	242.42	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$6.6M		42k	156.30	View chart
Philip Morris International (PM)	0.3	$6.4M		35k	180.91	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$6.3M	-2%	56k	112.88	View chart
Qualcomm (QCOM)	0.3	$6.2M		34k	184.79	View chart
Kimberly-Clark Corporation (KMB)	0.3	$6.2M	+10%	56k	109.77	View chart
Omega Flex (OFLX)	0.3	$6.0M		192k	31.39	View chart
Allstate Corporation (ALL)	0.3	$6.0M		25k	237.94	View chart
Costco Wholesale Corporation (COST)	0.3	$5.8M		6.2k	935.48	View chart
PNC Financial Services (PNC)	0.3	$5.8M		24k	246.21	View chart
Emerson Electric (EMR)	0.3	$5.6M		39k	143.15	View chart
Waste Management (WM)	0.3	$5.4M		24k	222.88	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$5.4M		33k	163.45	View chart
Blackrock (BLK)	0.3	$5.3M	-4%	5.5k	961.65	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.3	$5.3M	+7%	94k	56.33	View chart
Duke Energy Corp Com New (DUK)	0.3	$5.3M		42k	126.58	View chart
Travelers Companies (TRV)	0.3	$5.1M	-2%	16k	330.11	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$5.1M	+148%	100k	50.66	View chart
Texas Instruments Incorporated (TXN)	0.2	$4.8M	-2%	16k	298.06	View chart
Prudential Financial (PRU)	0.2	$4.7M		44k	107.93	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.2	$4.6M	+635%	232k	19.99	View chart
American Electric Power Company (AEP)	0.2	$4.5M		33k	136.81	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$4.5M		6.00	748850.00	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$4.5M		21k	217.93	View chart
Phillips 66 (PSX)	0.2	$4.4M		26k	169.05	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$4.3M	+2%	51k	85.49	View chart
Roundhill Etf Trust Memory Etf	0.2	$4.2M	NEW	58k	73.85	View chart
Boeing Company (BA)	0.2	$4.2M		20k	216.47	View chart
Old Dominion Freight Line (ODFL)	0.2	$4.2M		20k	216.60	View chart
Dominion Resources (D)	0.2	$4.2M		61k	68.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$4.1M	+2%	6.0k	686.82	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$4.1M	-25%	73k	56.48	View chart
Wal-Mart Stores (WMT)	0.2	$4.0M		35k	113.26	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$3.9M	-2%	32k	122.29	View chart
Ge Aerospace Com New (GE)	0.2	$3.9M	+4%	10k	373.72	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$3.9M		96k	40.58	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$3.9M	-5%	65k	60.29	View chart
Pfizer (PFE)	0.2	$3.9M		161k	24.08	View chart
Palantir Technologies Cl A (PLTR)	0.2	$3.8M	+9%	33k	116.67	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.8M		7.4k	509.44	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$3.8M	NEW	22k	170.86	View chart
ConocoPhillips (COP)	0.2	$3.8M		36k	103.96	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$3.7M		19k	190.52	View chart
Motorola Solutions Com New (MSI)	0.2	$3.7M		8.8k	415.29	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$3.6M	-2%	4.8k	763.13	View chart
Nextera Energy (NEE)	0.2	$3.6M	+4%	41k	87.77	View chart
Advanced Micro Devices (AMD)	0.2	$3.5M	-8%	6.1k	580.90	View chart
Pepsi (PEP)	0.2	$3.5M	+2%	26k	135.40	View chart
W.W. Grainger (GWW)	0.2	$3.5M		2.5k	1360.40	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$3.3M	+6%	7.0k	477.59	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.2	$3.3M	+12%	84k	39.67	View chart
Norfolk Southern (NSC)	0.2	$3.3M		11k	314.59	View chart
Truist Financial Corp equities (TFC)	0.2	$3.3M		66k	49.82	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.2	$3.2M		21k	152.18	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$3.1M		20k	158.66	View chart
Ge Vernova (GEV)	0.1	$3.0M	+4%	2.6k	1175.00	View chart
Coreweave Com Cl A (CRWV)	0.1	$3.0M	+32%	30k	99.54	View chart
Parker-Hannifin Corporation (PH)	0.1	$3.0M		3.0k	978.12	View chart
Mastercard Incorporated Cl A (MA)	0.1	$3.0M		5.8k	513.59	View chart
American Express Company (AXP)	0.1	$2.9M		8.7k	338.23	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.9M		9.7k	303.11	View chart
Lowe's Companies (LOW)	0.1	$2.9M		13k	220.49	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.9M		12k	252.22	View chart
Broadcom (AVGO)	0.1	$2.9M	+33%	7.6k	377.74	View chart
Netflix (NFLX)	0.1	$2.9M	+2%	40k	71.40	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$2.9M		24k	117.67	View chart
Eaton Corp SHS (ETN)	0.1	$2.7M		6.3k	426.15	View chart
Morgan Stanley Com New (MS)	0.1	$2.6M	+2%	13k	209.04	View chart
Automatic Data Processing (ADP)	0.1	$2.5M		11k	223.95	View chart
Exelon Corporation (EXC)	0.1	$2.4M		51k	46.62	View chart
Vistra Energy (VST)	0.1	$2.3M		15k	158.63	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$2.3M	-5%	16k	144.61	View chart
Intel Corporation (INTC)	0.1	$2.3M	-3%	17k	139.63	View chart
Walt Disney Company (DIS)	0.1	$2.2M		23k	96.25	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$2.2M	+6%	48k	45.70	View chart
CVS Caremark Corporation (CVS)	0.1	$2.1M		21k	103.45	View chart
Micron Technology (MU)	0.1	$2.1M	+39%	1.9k	1154.14	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.1M	+15%	3.3k	640.70	View chart
Us Bancorp Com New (USB)	0.1	$2.1M		34k	60.40	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.0M		5.4k	368.38	View chart
Vanguard World Health Car Etf (VHT)	0.1	$2.0M		6.6k	299.02	View chart
Honeywell International (HON)	0.1	$1.8M	NEW	8.2k	223.90	View chart
TJX Companies (TJX)	0.1	$1.8M	-23%	12k	151.50	View chart
Honeywell Aerospace (HONA)	0.1	$1.8M	NEW	8.2k	221.08	View chart
Servicenow (NOW)	0.1	$1.8M	+16%	18k	99.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.8M	-3%	12k	148.31	View chart
Texas Pacific Land Corp (TPL)	0.1	$1.8M	-6%	4.0k	437.68	View chart
Cigna Corp (CI)	0.1	$1.7M		6.3k	275.66	View chart
Verizon Communications (VZ)	0.1	$1.7M		41k	42.34	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.7M		3.3k	501.36	View chart
Illinois Tool Works (ITW)	0.1	$1.7M		6.2k	270.47	View chart
Union Pacific Corporation (UNP)	0.1	$1.7M		6.1k	272.01	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.7M	+4%	2.2k	748.84	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$1.7M		31k	54.03	View chart
Carrier Global Corporation (CARR)	0.1	$1.6M	-14%	22k	73.35	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$1.6M	-3%	16k	98.20	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$1.6M	-2%	8.5k	185.23	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	0.1	$1.5M	NEW	15k	104.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.5M	+353%	12k	124.17	View chart
Markel Corporation (MKL)	0.1	$1.4M		737.00	1953.01	View chart
M&T Bank Corporation (MTB)	0.1	$1.4M		6.0k	238.01	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.4M	+2%	3.6k	397.68	View chart
Dell Technologies CL C (DELL)	0.1	$1.4M		3.3k	431.46	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.4M		9.1k	156.94	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$1.4M	+41%	14k	100.28	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.4M		19k	75.51	View chart
Applied Materials (AMAT)	0.1	$1.4M	-24%	1.9k	722.84	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.4M		4.6k	306.30	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$1.3M	+7%	27k	50.57	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.3M		17k	77.11	View chart
Wells Fargo & Company (WFC)	0.1	$1.3M		15k	82.64	View chart
Chubb (CB)	0.1	$1.2M	+3%	3.6k	340.74	View chart
Vanguard World Financials Etf (VFH)	0.1	$1.2M		9.3k	131.60	View chart
Altria (MO)	0.1	$1.2M	+13%	17k	71.95	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$1.2M		21k	56.52	View chart
AFLAC Incorporated (AFL)	0.1	$1.1M		9.5k	117.25	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.1M		2.2k	509.31	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$1.1M	-16%	21k	51.05	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$1.1M		30k	35.24	View chart
salesforce (CRM)	0.1	$1.1M	+23%	6.8k	156.66	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.1M		14k	74.90	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.1M	-2%	10k	103.96	View chart
Arrow Electronics (ARW)	0.1	$1.0M		4.9k	213.41	View chart
T. Rowe Price (TROW)	0.1	$1.0M		9.0k	113.69	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$1.0M	+21%	19k	53.11	View chart
Fulton Financial (FULT)	0.0	$994k		41k	24.19	View chart
Corteva (CTVA)	0.0	$989k		12k	84.69	View chart
Anthem (ELV)	0.0	$988k		2.6k	386.74	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$981k		6.9k	142.39	View chart
Linde SHS (LIN)	0.0	$948k	+8%	1.8k	519.00	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$937k		8.3k	112.32	View chart
Analog Devices (ADI)	0.0	$932k	+9%	2.3k	397.09	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$931k		4.4k	212.75	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$925k		5.2k	178.60	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$909k		4.8k	190.19	View chart
Danaher Corporation (DHR)	0.0	$905k	+6%	4.8k	190.47	View chart
Snowflake Com Shs (SNOW)	0.0	$899k	+64%	3.5k	254.50	View chart
Eversource Energy (ES)	0.0	$886k	-32%	12k	72.27	View chart
Starbucks Corporation (SBUX)	0.0	$871k	-7%	8.5k	102.18	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$857k		7.2k	118.99	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$842k		2.8k	300.45	View chart
Ryder System (R)	0.0	$820k		3.1k	263.77	View chart
Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL)	0.0	$812k		647.00	1254.50	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$798k		11k	75.79	View chart
Enbridge (ENB)	0.0	$796k		15k	54.21	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.0	$795k	-6%	36k	22.20	View chart
At&t (T)	0.0	$788k	-6%	38k	20.70	View chart
Or Royalties Com Shs (OR)	0.0	$775k		25k	31.63	View chart
Deere & Company (DE)	0.0	$770k		1.2k	634.33	View chart
Novartis Sponsored Adr (NVS)	0.0	$748k		4.8k	156.72	View chart
Stryker Corporation (SYK)	0.0	$739k		2.3k	314.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$732k		5.3k	137.53	View chart
Air Products & Chemicals (APD)	0.0	$718k		2.4k	293.21	View chart
Colgate-Palmolive Company (CL)	0.0	$696k		7.6k	91.68	View chart
Otis Worldwide Corp (OTIS)	0.0	$695k	-9%	9.7k	71.60	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$684k		4.7k	146.41	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$677k		4.1k	164.60	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$677k	-2%	3.0k	225.49	View chart
Abbott Laboratories (ABT)	0.0	$670k	-11%	7.4k	90.74	View chart
Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP)	0.0	$667k		4.4k	151.73	View chart
Enterprise Products Partners (EPD)	0.0	$662k	+14%	18k	36.76	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$657k	-3%	12k	53.61	View chart
Prologis (PLD)	0.0	$656k	+3%	4.8k	135.46	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$635k		3.2k	197.60	View chart
Bristol Myers Squibb (BMY)	0.0	$634k	-11%	11k	57.62	View chart
Kla Corp Com New (KLAC)	0.0	$632k	+957%	2.1k	301.73	View chart
General Motors Company (GM)	0.0	$629k		8.2k	77.08	View chart
Shell Spon Ads (SHEL)	0.0	$619k	+4%	8.0k	77.54	View chart
Uber Technologies (UBER)	0.0	$616k	+35%	8.5k	72.16	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$602k	NEW	9.2k	65.61	View chart
Consolidated Edison (ED)	0.0	$591k	-2%	5.3k	110.63	View chart
Realty Income (O)	0.0	$587k		9.5k	61.96	View chart
United Parcel Svcs CL B (UPS)	0.0	$581k		5.4k	107.49	View chart
Quanta Services (PWR)	0.0	$565k		785.00	720.04	View chart
Cme (CME)	0.0	$565k		2.6k	220.83	View chart
Stanley Black & Decker (SWK)	0.0	$561k		6.0k	94.12	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$559k		16k	36.13	View chart
S&p Global (SPGI)	0.0	$556k	+7%	1.4k	407.15	View chart
D-wave Quantum (QBTS)	0.0	$556k	-5%	23k	23.99	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	0.0	$556k		11k	52.85	View chart
Qnity Electronics Common Stock (Q)	0.0	$552k		3.4k	163.31	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$551k	+100%	9.8k	56.16	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$548k		3.3k	164.28	View chart
Te Connectivity Ord Shs (TEL)	0.0	$542k		2.7k	201.61	View chart
Nasdaq Omx (NDAQ)	0.0	$540k	-3%	6.9k	78.81	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$539k	+10%	1.8k	303.01	View chart
Pjt Partners Com Cl A (PJT)	0.0	$531k		3.5k	150.96	View chart
Vanguard World Energy Etf (VDE)	0.0	$527k	-10%	3.5k	150.11	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$526k	+346%	6.0k	87.91	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$526k		4.5k	117.06	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$522k		5.1k	102.25	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$521k		10k	50.49	View chart
Public Service Enterprise (PEG)	0.0	$518k		6.4k	81.16	View chart
Trane Technologies SHS (TT)	0.0	$511k	+4%	1.0k	491.22	View chart
Unilever Spon Adr New (UL)	0.0	$509k	+5%	8.5k	60.12	View chart
Archer Daniels Midland Company (ADM)	0.0	$508k		6.6k	76.40	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$505k		1.7k	290.62	View chart
Novo-nordisk A S Adr (NVO)	0.0	$503k	-15%	11k	47.94	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$497k		6.1k	80.82	View chart
MGM Resorts International. (MGM)	0.0	$496k		10k	47.81	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$492k	-2%	8.5k	57.84	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$486k	-4%	27k	17.88	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$483k		1.3k	365.70	View chart
Zoetis Cl A (ZTS)	0.0	$482k		6.7k	71.86	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.0	$481k		6.2k	77.93	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.0	$471k		2.5k	191.75	View chart
American Tower Reit (AMT)	0.0	$467k	+3%	2.9k	163.57	View chart
Church & Dwight (CHD)	0.0	$465k	-11%	4.8k	96.88	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$463k	+12%	14k	33.29	View chart
Kkr & Co (KKR)	0.0	$462k		5.0k	91.78	View chart
Clorox Company (CLX)	0.0	$461k	+3%	4.8k	95.43	View chart
Msa Safety Inc equity (MSA)	0.0	$453k		2.6k	174.58	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$451k		1.3k	343.97	View chart
Vaneck Etf Trust Morn Smid Mo Etf (SMOT)	0.0	$445k		12k	38.86	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.0	$444k	-2%	9.3k	47.71	View chart
Marvell Technology (MRVL)	0.0	$440k	NEW	1.5k	297.89	View chart
Charles Schwab Corporation (SCHW)	0.0	$439k	-24%	4.8k	92.27	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.0	$435k	+40%	4.4k	99.38	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$428k		4.6k	93.91	View chart
MetLife (MET)	0.0	$426k		5.0k	84.60	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$426k		3.6k	117.45	View chart
Comcast Corp Cl A (CMCSA)	0.0	$421k	+142%	17k	24.55	View chart
Washington Trust Ban (WASH)	0.0	$419k		12k	36.48	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$417k		3.2k	132.24	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.0	$413k		5.8k	71.21	View chart
Kinder Morgan (KMI)	0.0	$407k		13k	31.97	View chart
Corning Incorporated (GLW)	0.0	$405k	NEW	1.6k	255.45	View chart
MercadoLibre (MELI)	0.0	$402k	+3%	237.00	1694.95	View chart
Churchill Downs (CHDN)	0.0	$394k		4.4k	89.64	View chart
Lam Research Corp Com New (LRCX)	0.0	$390k	NEW	900.00	433.52	View chart
Adobe Systems Incorporated (ADBE)	0.0	$379k	-19%	1.8k	205.02	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$374k		1.7k	219.47	View chart
Microchip Technology Dep Shs Repstg (MCHPP)	0.0	$372k	-21%	4.9k	76.71	View chart
Bny Mellon Etf Trust Global Infrasctr (BKGI)	0.0	$372k	-7%	8.3k	44.97	View chart
Iqvia Holdings (IQV)	0.0	$371k		1.9k	193.22	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.0	$368k		3.4k	107.82	View chart
Kenvue (KVUE)	0.0	$367k	+40%	19k	19.11	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$364k		5.4k	67.01	View chart
Fastenal Company (FAST)	0.0	$363k		7.6k	48.03	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$360k		4.4k	81.06	View chart
International Flavors & Fragrances (IFF)	0.0	$356k	-3%	4.5k	79.22	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$353k		7.3k	48.66	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$352k		1.5k	242.49	View chart
Dow (DOW)	0.0	$350k		13k	27.36	View chart
Spdr Series Trust St Str Sp Semi (XSD)	0.0	$350k	NEW	561.00	623.26	View chart
J P Morgan Exchange Traded F New York Tax Fre	0.0	$340k	NEW	6.8k	50.18	View chart
CBOE Holdings (CBOE)	0.0	$340k		1.4k	242.67	View chart
Lamar Advertising Cl A (LAMR)	0.0	$339k	-11%	2.2k	155.98	View chart
Wec Energy Group (WEC)	0.0	$338k		2.9k	116.77	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$335k		6.0k	55.77	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.0	$334k	-28%	6.6k	50.95	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$333k	-2%	812.00	409.50	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$330k	-5%	21k	15.77	View chart
Cae (CAE)	0.0	$330k		13k	25.06	View chart
Rocket Lab Corp (RKLB)	0.0	$329k	NEW	3.2k	101.65	View chart
Hershey Company (HSY)	0.0	$328k		1.9k	175.45	View chart
Strategy Cl A New (MSTR)	0.0	$328k	-27%	3.8k	86.94	View chart
Brookfield Infrastructure Pa Lp Int Unit (BIP)	0.0	$326k	+41%	8.9k	36.49	View chart
Yum! Brands (YUM)	0.0	$325k	+3%	2.0k	159.86	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$321k		11k	30.49	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.0	$320k	NEW	1.2k	272.06	View chart
Target Corporation (TGT)	0.0	$317k		2.4k	130.61	View chart
Airbnb Com Cl A (ABNB)	0.0	$312k	-33%	2.2k	143.10	View chart
Paychex (PAYX)	0.0	$309k		3.1k	98.33	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.0	$309k		1.1k	283.72	View chart
Williams Companies (WMB)	0.0	$307k	-3%	4.1k	74.34	View chart
Dupont De Nemours Common Stock (DD)	0.0	$305k	NEW	2.2k	135.64	View chart
Gilead Sciences (GILD)	0.0	$305k		2.4k	126.34	View chart
Raymond James Financial (RJF)	0.0	$304k		2.0k	152.03	View chart
Ryman Hospitality Pptys (RHP)	0.0	$302k	-7%	2.4k	128.55	View chart
Clearway Energy CL C (CWEN)	0.0	$302k	NEW	8.8k	34.18	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$302k	NEW	8.2k	36.87	View chart
EOG Resources (EOG)	0.0	$301k		2.3k	129.74	View chart
Sabra Health Care REIT (SBRA)	0.0	$301k	-8%	15k	19.51	View chart
Carlyle Group (CG)	0.0	$300k		7.1k	42.11	View chart
Citigroup Com New (C)	0.0	$298k	-13%	2.1k	139.96	View chart
Xcel Energy (XEL)	0.0	$295k	-21%	3.7k	80.31	View chart
Sprott Asset Management Physical Gold An (CEF)	0.0	$294k	-22%	7.3k	40.23	View chart
Nextera Energy Unit 02/15/2029 (NEE.PV)	0.0	$291k	NEW	6.1k	47.94	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$286k	-14%	1.3k	219.28	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.0	$278k		11k	24.27	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.0	$273k	NEW	6.5k	42.33	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$273k		1.2k	229.57	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$270k		4.4k	60.79	View chart
BorgWarner (BWA)	0.0	$266k		4.0k	66.40	View chart
Verisign (VRSN)	0.0	$264k		1.1k	251.56	View chart
Intuit (INTU)	0.0	$263k	-15%	1.0k	260.99	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.0	$263k		3.5k	75.77	View chart
Cintas Corporation (CTAS)	0.0	$261k		1.5k	170.08	View chart
Terex Corporation (TEX)	0.0	$259k		3.6k	72.39	View chart
Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD)	0.0	$257k		3.1k	82.40	View chart
Nike CL B (NKE)	0.0	$256k	+34%	6.2k	41.05	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$255k		4.3k	58.98	View chart
Capital One Financial (COF)	0.0	$255k	-6%	1.3k	200.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.0	$253k		7.5k	33.79	View chart
Astera Labs (ALAB)	0.0	$251k	NEW	520.00	483.02	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$250k	+4%	2.3k	110.33	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$249k		1.4k	176.65	View chart
Omega Healthcare Investors (OHI)	0.0	$247k		5.2k	47.68	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$247k		3.1k	79.97	View chart
Medtronic SHS (MDT)	0.0	$246k		3.1k	78.23	View chart
Moody's Corporation (MCO)	0.0	$245k		540.00	453.14	View chart
Freeport Mcmoran CL B (FCX)	0.0	$244k	NEW	3.9k	62.89	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$241k		4.5k	53.91	View chart
Best Buy (BBY)	0.0	$238k		3.1k	75.88	View chart
Hartford Financial Services (HIG)	0.0	$235k	-8%	1.8k	132.52	View chart
Columbia Banking System (COLB)	0.0	$235k		7.3k	32.05	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$232k	NEW	2.0k	117.28	View chart
Millrose Pptys Com Cl A (MRP)	0.0	$231k	NEW	7.7k	30.05	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$231k	NEW	3.4k	68.41	View chart
Marathon Petroleum Corp (MPC)	0.0	$231k		902.00	255.67	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$230k		440.00	522.39	View chart
Postal Realty Trust Cl A (PSTL)	0.0	$229k	-17%	9.3k	24.64	View chart
Kinetik Holdings Com New Cl A (KNTK)	0.0	$228k	-5%	4.7k	48.34	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$227k		5.3k	42.59	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$227k		6.1k	37.26	View chart
Ally Financial (ALLY)	0.0	$225k	NEW	4.9k	45.95	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$225k	+3%	5.0k	45.34	View chart
Amcor Com New (AMCR)	0.0	$220k		5.1k	43.35	View chart
Flex Lng SHS (FLNG)	0.0	$219k		7.8k	28.06	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$217k	NEW	2.3k	93.37	View chart
Vici Pptys (VICI)	0.0	$216k		8.1k	26.55	View chart
Ameren Corporation (AEE)	0.0	$213k		1.9k	113.04	View chart
Ardagh Metal Packaging S A SHS (AMBP)	0.0	$209k		44k	4.74	View chart
Johnson Controls Internation SHS (JCI)	0.0	$208k	NEW	1.4k	146.12	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$207k	-36%	486.00	426.39	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$206k		1.9k	109.43	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$204k	NEW	2.1k	96.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$204k	NEW	3.4k	59.69	View chart
Fidelity Covington Trust Fidelity Magelan (FMAG)	0.0	$203k	NEW	5.5k	36.77	View chart
Intercontinental Exchange (ICE)	0.0	$201k		1.6k	123.11	View chart
Sixth Street Specialty Lending (TSLX)	0.0	$194k		11k	17.17	View chart
Viatris (VTRS)	0.0	$194k		12k	15.88	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.0	$191k		13k	14.88	View chart
American Bitcoin Corp. Com Cl A (ABTC)	0.0	$170k	+56%	250k	0.68	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$151k	+25%	15k	10.03	View chart
Cohen & Steers Quality Income Realty (RQI)	0.0	$150k		12k	12.31	View chart
Western Union Company (WU)	0.0	$135k		18k	7.70	View chart
Nuveen Mun High Income Opp F (NMZ)	0.0	$116k		11k	10.57	View chart

Past Filings by Principle Wealth Partners

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

Principle Wealth Partners 2026 Q2 filed Aug. 7, 2026
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

View all past filings

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