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

Companies in the Principle Wealth Partners portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Exxon Mobil Corp Stock (XOM) 82.6 $4.0B +8% 71k 55828.83
Jpmorgan Chase & Co Stock (JPM) 1.1 $51M 335k 152.23
Omega Flex Stock (OFLX) 1.0 $48M -24% 306k 157.88
Apple Stock (AAPL) 1.0 $46M +7% 374k 122.15
Vanguard Growth Index Fund Etf (VUG) 0.9 $46M -2% 177k 257.04
Vanguard Dividend Appreciation Index Fund Etf (VIG) 0.9 $45M +6% 303k 147.08
Microsoft Corp Stock (MSFT) 0.5 $26M +70% 112k 235.77
Amazon Stock (AMZN) 0.4 $21M 6.9k 3094.04
Johnson & Johnson Stock (JNJ) 0.4 $18M +9% 109k 164.35
Amgen Stock (AMGN) 0.4 $17M +4% 69k 248.80
Intel Corp Stock (INTC) 0.3 $15M +7% 239k 64.00
Pfizer Stock (PFE) 0.3 $15M +2% 418k 36.23
Vanguard International Dividend Appreciation Etf Etf (VIGI) 0.3 $14M +5% 169k 82.83
Vanguard High Dividend Yield Etf Etf (VYM) 0.3 $13M +9% 131k 101.09

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Boeing Stock (BA) 0.3 $13M 51k 254.72
Home Depot Stock (HD) 0.2 $12M +14% 38k 305.24
Procter And Gamble Stock (PG) 0.2 $11M +9% 79k 135.43
Raytheon Technologies Corp Stock (RTX) 0.2 $9.8M +2% 126k 77.27
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.2 $9.7M -4% 4.7k 2062.46
Cisco Sys Stock (CSCO) 0.2 $9.1M +15% 175k 51.71
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $8.8M 4.3k 2068.55
Visa Inc Com Cl A Stock (V) 0.2 $8.8M 41k 211.73
Old Dominion Freight Line Stock (ODFL) 0.2 $7.3M 30k 240.41
Vanguard S&p 500 Growth Etf Etf (VOOG) 0.1 $6.9M -6% 29k 234.98
Ark Innovation Etf Etf (ARKK) 0.1 $6.7M +20% 56k 119.94
Spdr S&p 500 Etf Etf (SPY) 0.1 $6.5M +5% 17k 396.32
Merck & Co Stock (MRK) 0.1 $6.4M +11% 83k 77.09
Mcdonalds Corp Stock (MCD) 0.1 $6.2M +5% 28k 224.16
International Business Machs Stock (IBM) 0.1 $6.0M -7% 45k 133.26
Southern Stock (SO) 0.1 $6.0M +6% 97k 62.16
3M Stock (MMM) 0.1 $5.9M +7% 31k 192.68
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $5.5M 22k 255.47
Vanguard Information Technology Index Fund Etf (VGT) 0.1 $5.3M 15k 358.49
Kimberly-clark Corp Stock (KMB) 0.1 $5.0M +7% 36k 139.05
Caterpillar Stock (CAT) 0.1 $4.9M +2% 21k 231.86
Dow Stock (DOW) 0.1 $4.9M +8% 77k 63.91
Chevron Corp Stock (CVX) 0.1 $4.8M +7% 46k 104.80
Verizon Communications Stock (VZ) 0.1 $4.7M +6% 81k 58.06
Bk Of America Corp Stock (BAC) 0.1 $4.6M 118k 38.69
General Dynamics Corp Stock (GD) 0.1 $4.5M +13% 25k 181.56
Norfolk Southn Corp Stock (NSC) 0.1 $4.5M +18% 17k 268.52
Qualcomm Stock (QCOM) 0.1 $4.5M +11% 34k 132.58
At&t Stock (T) 0.1 $4.4M +8% 145k 30.28
Coca Cola Stock (KO) 0.1 $4.4M +3% 83k 52.71
Pepsico Stock (PEP) 0.1 $4.4M +26% 31k 141.45
Texas Instrs Stock (TXN) 0.1 $4.2M +2% 22k 189.01
Tesla Stock (TSLA) 0.1 $4.1M -2% 6.1k 667.87
Abbvie Stock (ABBV) 0.1 $4.1M +7% 37k 108.41
Goldman Sachs Group Stock (GS) 0.1 $4.0M 12k 326.98
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.1 $3.9M 77k 51.04
Invesco Qqq Trust Etf (QQQ) 0.1 $3.9M +5% 12k 319.15
Disney Walt Stock (DIS) 0.1 $3.7M +11% 20k 184.51
Emerson Elec Stock (EMR) 0.1 $3.5M +2% 39k 90.22
Waste Mgmt Inc Del Stock (WM) 0.1 $3.5M +8% 27k 129.04
Ishares Select Dividend Etf Etf (DVY) 0.1 $3.5M +16% 31k 114.12
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.1 $3.5M 9.00 385666.67
First Trust Short Duration Managed Municipal Etf Etf (FSMB) 0.1 $3.5M +50% 167k 20.81
Philip Morris Intl Stock (PM) 0.1 $3.5M +3% 39k 88.75
Facebook Inc Cl A Stock (FB) 0.1 $3.4M -2% 12k 294.56
Lowes Cos Stock (LOW) 0.1 $3.3M +2% 17k 190.17
Industrial Select Sector Spdr Fund Etf (XLI) 0.1 $3.0M +6% 31k 98.47
General Mls Stock (GIS) 0.1 $3.0M +10% 49k 61.32
Allstate Corp Stock (ALL) 0.1 $2.9M 25k 114.90
General Electric Stock (GE) 0.1 $2.7M +13% 207k 13.13
Conocophillips Stock (COP) 0.1 $2.7M 51k 52.96
Vanguard Health Care Index Fund Etf (VHT) 0.1 $2.6M -8% 12k 228.73
Netflix Stock (NFLX) 0.1 $2.6M 5.0k 521.76
Spdr S&p Dividend Etf Etf (SDY) 0.1 $2.6M 22k 118.04
Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $2.6M -6% 22k 116.72
Wisdomtree Emerging Markets High Dividend Fund Etf (DEM) 0.1 $2.5M +20% 57k 44.36
Vanguard Financials Index Fund Etf (VFH) 0.1 $2.5M 30k 84.51
Vanguard Small-cap Index Fund Etf (VB) 0.1 $2.4M +56% 11k 214.07
Unitedhealth Group Stock (UNH) 0.1 $2.4M 6.5k 372.02
Travelers Companies Stock (TRV) 0.0 $2.4M +3% 16k 150.43
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.0 $2.3M -12% 46k 50.75
Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $2.3M +66% 32k 72.91
Spdr Gold Shares Etf (GLD) 0.0 $2.3M +9% 15k 159.94
Automatic Data Processing Stock (ADP) 0.0 $2.2M +15% 12k 188.46
Honeywell Intl Stock (HON) 0.0 $2.2M +2% 10k 217.03
Kellogg Stock (K) 0.0 $2.2M +8% 35k 63.31
Financial Select Sector Spdr Fund Etf (XLF) 0.0 $2.2M 64k 34.05
Phillips 66 Stock (PSX) 0.0 $2.2M -2% 27k 81.55
Vanguard Mid-cap Index Fund Etf (VO) 0.0 $2.1M +22% 9.6k 221.33
Unilever Adr (UL) 0.0 $2.1M 38k 55.84
Vanguard Total World Stock Index Fund Etf (VT) 0.0 $2.1M +12% 21k 97.30
Nvidia Corporation Stock (NVDA) 0.0 $2.1M +32% 3.9k 533.92
Costco Whsl Corp Stock (COST) 0.0 $2.1M +4% 5.8k 352.43
Duke Energy Corp Stock (DUK) 0.0 $2.0M 21k 96.53
Cvs Health Corp Stock (CVS) 0.0 $2.0M 27k 75.25
Vanguard Total Stock Market Index Fund Etf (VTI) 0.0 $2.0M -3% 9.6k 206.75
Archer Daniels Midland Stock (ADM) 0.0 $2.0M +9% 35k 57.01
Lockheed Martin Corp Stock (LMT) 0.0 $1.9M 5.1k 369.48
Blackstone Group Stock (BX) 0.0 $1.8M 24k 74.52
Fidelity High Dividend Etf Etf (FDVV) 0.0 $1.7M +6% 49k 35.54
Mastercard Incorporated Cl A Stock (MA) 0.0 $1.7M +5% 4.9k 355.98
Motorola Solutions Stock (MSI) 0.0 $1.7M 8.9k 188.09
Cummins Stock (CMI) 0.0 $1.7M +10% 6.4k 259.17
Vanguard Value Index Fund Etf (VTV) 0.0 $1.6M 12k 131.46
Technology Select Sector Spdr Fund Etf (XLK) 0.0 $1.6M 12k 132.79
Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.0 $1.6M -2% 15k 104.13
Oracle Corp Stock (ORCL) 0.0 $1.6M +2% 22k 70.17
Eversource Energy Stock (ES) 0.0 $1.5M 18k 86.56
Nike Inc Cl B Stock (NKE) 0.0 $1.5M +43% 11k 132.88
Bristol-myers Squibb Stock (BMY) 0.0 $1.4M 23k 63.11
Glaxosmithkline Adr (GSK) 0.0 $1.4M +3% 39k 35.68
Thermo Fisher Scientific Stock (TMO) 0.0 $1.4M 3.1k 456.32
Grainger W W Stock (GWW) 0.0 $1.4M +237% 3.5k 400.86
Vanguard Mega Cap Value Etf Etf (MGV) 0.0 $1.4M -14% 15k 95.23
Nextera Energy Stock (NEE) 0.0 $1.4M +20% 18k 75.63
Pnc Finl Svcs Group Stock (PNC) 0.0 $1.4M +5% 7.8k 175.38
Arrow Electrs Stock (ARW) 0.0 $1.3M 12k 110.83
First Trust Low Duration Mortgage Opportunities Etf Etf (LMBS) 0.0 $1.3M -22% 26k 51.05
Danaher Corporation Stock (DHR) 0.0 $1.3M +91% 5.7k 225.08
Union Pac Corp Stock (UNP) 0.0 $1.3M +37% 5.8k 220.47
Wisdomtree U.s. Midcap Dividend Fund Etf (DON) 0.0 $1.3M +21% 31k 40.42
Servicenow Stock (NOW) 0.0 $1.2M -4% 2.4k 500.00
Carrier Global Corporation Stock (CARR) 0.0 $1.2M -5% 28k 42.21
Ishares U.s. Technology Etf Etf (IYW) 0.0 $1.1M -3% 13k 87.72
Illinois Tool Wks Stock (ITW) 0.0 $1.1M 5.0k 221.53
Ishares Nasdaq Biotechnology Index Fund Etf (IBB) 0.0 $1.1M 7.1k 150.53
Morgan Stanley Stock (MS) 0.0 $1.1M 14k 77.67
Starbucks Corp Stock (SBUX) 0.0 $1.1M 9.6k 109.27
Magellan Midstream Prtnrs Lp Com Unit Rp Stock (MMP) 0.0 $1.1M 24k 43.38
Tjx Cos Stock (TJX) 0.0 $1.0M +13% 15k 66.18
Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.0 $988k -5% 17k 58.12
Walmart Stock (WMT) 0.0 $956k +22% 7.0k 135.78
Comcast Corp New Cl A Stock (CMCSA) 0.0 $950k +63% 18k 54.11
Zoetis Inc Cl A Stock (ZTS) 0.0 $945k 6.0k 157.53
Invesco Ftse Rafi Us 1000 Etf Etf (PRF) 0.0 $939k 6.2k 151.60
Adobe Systems Incorporated Stock (ADBE) 0.0 $938k -17% 2.0k 475.18
Abbott Labs Stock (ABT) 0.0 $925k +10% 7.7k 119.80
Ark Genomic Revolution Etf Etf (ARKG) 0.0 $912k +88% 10k 88.73
Anthem Stock (ANTM) 0.0 $905k 2.5k 359.13
Wells Fargo Stock (WFC) 0.0 $886k +5% 23k 39.09
Us Bancorp Del Stock (USB) 0.0 $868k +6% 16k 55.29
Parker-hannifin Corp Stock (PH) 0.0 $867k 2.8k 315.27
Paypal Hldgs Stock (PYPL) 0.0 $852k +34% 3.5k 242.80
Markel Corp Stock (MKL) 0.0 $840k +8% 737.00 1139.76
Lilly Eli & Co Stock (LLY) 0.0 $830k 4.4k 186.73
Salesforce Stock (CRM) 0.0 $820k 3.9k 211.89
American Express Stock (AXP) 0.0 $814k 5.7k 141.67
Vanguard S&p 500 Etf Etf (VOO) 0.0 $810k +9% 2.2k 364.37
Air Prods & Chems Stock (APD) 0.0 $801k 2.8k 281.45
Otis Worldwide Corp Stock (OTIS) 0.0 $794k -2% 12k 68.48
Enterprise Prods Partners Stock (EPD) 0.0 $792k +7% 36k 22.03
Altria Group Stock (MO) 0.0 $760k -4% 15k 51.17
American Tower Corp Reit (AMT) 0.0 $757k +5% 3.2k 239.10
Fulton Finl Corp Pa Stock (FULT) 0.0 $747k 44k 17.04
Colgate Palmolive Stock (CL) 0.0 $746k 9.5k 78.86
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 0.0 $740k 5.8k 128.25
Northrop Grumman Corp Stock (NOC) 0.0 $725k 2.2k 323.66
United Parcel Service Inc Cl B Stock (UPS) 0.0 $724k 4.3k 169.72
Aflac Stock (AFL) 0.0 $708k +59% 14k 51.20
Nuveen Esg Large-cap Growth Etf Etf (NULG) 0.0 $707k 12k 57.97
Alibaba Group Hldg Adr (BABA) 0.0 $700k -13% 3.1k 226.68
Stanley Black & Decker Stock (SWK) 0.0 $695k 3.5k 199.66
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES) 0.0 $686k +12% 22k 31.14
Novartis Adr (NVS) 0.0 $684k +86% 8.0k 85.44
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.0 $679k 2.5k 274.45
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.0 $676k 4.8k 141.69
International Flavors&fragranc Stock (IFF) 0.0 $672k NEW 4.8k 139.71
Vanguard International High Dividend Yield Etf Etf (VYMI) 0.0 $671k +20% 10k 65.42
Ishares S&p Midcap Fund Etf (IJH) 0.0 $668k -8% 2.6k 260.33
Eaton Corp Stock (ETN) 0.0 $665k +24% 4.8k 138.37
First Trust Capital Strength Etf Etf (FTCS) 0.0 $649k -27% 9.2k 70.77
Cme Group Stock (CME) 0.0 $648k +18% 3.2k 204.09
Vanguard Consumer Staples Index Fund Etf (VDC) 0.0 $638k 3.6k 178.16
Viatris Stock (VTRS) 0.0 $618k -9% 44k 13.96
Clorox Co Del Stock (CLX) 0.0 $610k 3.2k 192.92
Washington Tr Bancorp Stock (WASH) 0.0 $607k 12k 51.61
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.0 $602k +75% 7.9k 76.41
Prologis Reit (PLD) 0.0 $599k 5.6k 106.06
Ishares Preferred And Income Securities Etf Etf (PFF) 0.0 $596k -15% 16k 38.43
Blackrock Stock (BLK) 0.0 $590k 783.00 753.51
General Mtrs Stock (GM) 0.0 $582k +9% 10k 57.47
First Trust Preferred Securities And Income Etf Etf (FPE) 0.0 $581k +55% 29k 20.13
Cae Stock (CAE) 0.0 $581k +6% 20k 28.51
Stryker Corporation Stock (SYK) 0.0 $580k 2.4k 243.39
Bank New York Mellon Corp Stock (BK) 0.0 $572k 12k 47.27
Ishares Comex Gold Trust Etf (IAU) 0.0 $550k 34k 16.25
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.0 $549k -51% 21k 26.18
Corteva Stock (CTVA) 0.0 $546k 12k 46.66
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $539k 4.6k 118.23
Avangrid Stock (AGR) 0.0 $537k 11k 49.77
Medtronic Stock (MDT) 0.0 $531k +5% 4.5k 118.21
Dover Corp Stock (DOV) 0.0 $526k 3.8k 137.16
S&p Global Stock (SPGI) 0.0 $523k -2% 1.5k 352.90
American Elec Pwr Stock (AEP) 0.0 $523k +42% 6.2k 84.68
Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $520k NEW 7.1k 73.73
Target Corp Stock (TGT) 0.0 $513k 2.6k 197.92
Csx Corp Stock (CSX) 0.0 $507k 5.3k 96.46
Churchill Downs Stock (CHDN) 0.0 $500k 2.2k 227.27
Dominion Energy Stock (D) 0.0 $497k +27% 6.5k 75.90
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.0 $491k 5.7k 86.23
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $488k +3% 4.8k 102.13
Chubb Stock (CB) 0.0 $488k +39% 3.1k 157.93
Fiserv Stock (FISV) 0.0 $477k -3% 4.0k 118.95
Dupont De Nemours Stock (DD) 0.0 $462k -52% 6.0k 77.35
Syndax Pharmaceuticals Stock (SNDX) 0.0 $458k 21k 22.34
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 0.0 $457k +41% 8.7k 52.81
Mondelez Intl Inc Cl A Stock (MDLZ) 0.0 $457k +21% 7.8k 58.52
M & T Bk Corp Stock (MTB) 0.0 $455k 3.0k 151.77
Mgm Resorts International Stock (MGM) 0.0 $440k 12k 38.00
Moderna Stock (MRNA) 0.0 $437k 3.3k 131.03
Ishares Core S&p 500 Etf Etf (IVV) 0.0 $435k 1.1k 397.62
Ishares Russell 2000 Etf Etf (IWM) 0.0 $434k NEW 2.0k 221.09
Kkr & Co Stock (KKR) 0.0 $432k 8.9k 48.81
Royal Gold Stock (RGLD) 0.0 $431k 4.0k 107.64
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $427k +51% 8.9k 48.23
Helios Technologies Stock (HLIO) 0.0 $426k 5.8k 72.90
Church & Dwight Stock (CHD) 0.0 $419k 4.8k 87.29
Ishares U.s. Healthcare Etf Etf (IYH) 0.0 $409k 1.6k 252.47
Hologic Stock (HOLX) 0.0 $409k 5.5k 74.36
Dmc Global Stock (BOOM) 0.0 $401k 7.4k 54.24
Intuit Stock (INTU) 0.0 $383k +11% 1.0k 383.00
Msa Safety Stock (MSA) 0.0 $380k 2.5k 149.90
Invesco Dwa Momentum Etf Etf (PDP) 0.0 $374k 4.4k 85.10
Iqvia Hldgs Stock (IQV) 0.0 $371k 1.9k 193.23
Schwab Charles Corp Stock (SCHW) 0.0 $361k 5.5k 65.16
Middleby Corp Stock (MIDD) 0.0 $358k 2.2k 165.97
Ishares S&p Global Clean Energy Index Fund Etf (ICLN) 0.0 $351k +89% 14k 24.33
Te Connectivity Ltd Reg Stock (TEL) 0.0 $350k 2.7k 129.06
Navient Corporation Stock (NAVI) 0.0 $350k +72% 24k 14.34
Ishares S&p 500 Growth Etf Etf (IVW) 0.0 $346k -8% 5.3k 65.05
Ishares Russell 1000 Etf Etf (IWB) 0.0 $343k +39% 1.5k 223.74
Vanguard Large-cap Index Fund Etf (VV) 0.0 $343k 1.9k 185.41
Consolidated Edison Stock (ED) 0.0 $339k 4.5k 74.88
Spdr S&p Biotech Etf Etf (XBI) 0.0 $329k +2% 2.4k 135.84
Linde Stock (LIN) 0.0 $324k 1.2k 280.52
Hershey Stock (HSY) 0.0 $312k 2.0k 157.89
Dell Technologies Inc Cl C Stock (DELL) 0.0 $312k 3.5k 88.09
Quadratic Interest Rate Volatility And Inflation Hedge Etf Etf (IVOL) 0.0 $306k NEW 11k 28.60
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $304k +11% 2.0k 151.47
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.0 $303k NEW 3.7k 82.52
Omega Healthcare Invs Reit (OHI) 0.0 $300k 8.2k 36.59
Nektar Therapeutics Stock (NKTR) 0.0 $300k 15k 20.00
Diageo Adr (DEO) 0.0 $299k +3% 1.8k 164.47
Crown Castle Intl Corp Reit (CCI) 0.0 $294k +6% 1.7k 171.93
First Trust Managed Municipal Etf Etf (FMB) 0.0 $292k +20% 5.2k 56.36
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $288k NEW 5.5k 52.01
Nuveen Esg Mid-cap Growth Etf Etf (NUMG) 0.0 $286k 5.7k 50.11
Deere & Co Stock (DE) 0.0 $285k NEW 763.00 373.53
Nuveen Esg Small-cap Etf Etf (NUSC) 0.0 $280k NEW 6.5k 43.05
Enbridge Stock (ENB) 0.0 $279k +2% 7.7k 36.35
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.0 $278k 6.5k 42.84
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.0 $276k 1.6k 167.88
Gilead Sciences Stock (GILD) 0.0 $274k +13% 4.2k 64.68
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT) 0.0 $274k -47% 2.9k 93.01
Alexion Pharmaceuticals Stock (ALXN) 0.0 $271k 1.8k 152.93
Cigna Corp Stock (CI) 0.0 $266k +8% 1.1k 242.26
Carlyle Group Stock (CG) 0.0 $265k 7.2k 36.81
Xcel Energy Stock (XEL) 0.0 $265k 4.0k 66.58
Intuitive Surgical Stock (ISRG) 0.0 $264k NEW 357.00 739.50
Wec Energy Group Stock (WEC) 0.0 $261k 2.8k 93.55
Spdr S&p Aerospace & Defense Etf Etf (XAR) 0.0 $257k 2.0k 125.73
Analog Devices Stock (ADI) 0.0 $256k 1.7k 155.15
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $254k -19% 3.7k 69.21
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $251k -6% 1.0k 242.75
Realty Income Corp Reit (O) 0.0 $251k +5% 4.0k 63.53
Terex Corp Stock (TEX) 0.0 $250k NEW 5.4k 46.07
Ishares S&p Small-cap Fund Etf (IJR) 0.0 $250k -16% 2.3k 108.70
Invesco Preferred Etf Etf (PGX) 0.0 $250k 17k 15.01
Fidelity Value Factor Etf Etf (FVAL) 0.0 $249k 5.6k 44.77
Vse Corp Stock (VSEC) 0.0 $238k 6.0k 39.55
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $237k 857.00 276.55
Ishares Tips Bond Etf Etf (TIP) 0.0 $230k 1.8k 125.68
Yum Brands Stock (YUM) 0.0 $229k 2.1k 108.02
Spdr Nuveen Bloomberg Barclays Municipal Bond Etf Etf (TFI) 0.0 $228k 4.4k 51.61
Anheuser Busch Inbev Sa Adr (BUD) 0.0 $227k -4% 3.6k 62.85
V F Corp Stock (VFC) 0.0 $227k NEW 2.8k 79.96
Truist Finl Corp Stock (TFC) 0.0 $225k NEW 3.9k 58.44
Wynn Resorts Stock (WYNN) 0.0 $219k NEW 1.8k 125.14
Viacomcbs Inc Cl B Stock (VIAC) 0.0 $217k NEW 4.8k 45.02
Raymond James Finl Stock (RJF) 0.0 $214k NEW 1.8k 122.29
Becton Dickinson & Co Stock (BDX) 0.0 $212k 872.00 243.12
Lumen Technologies Stock (LUMN) 0.0 $208k NEW 16k 13.35
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 0.0 $206k NEW 2.6k 78.27
Trinity Inds Stock (TRN) 0.0 $205k NEW 7.2k 28.43
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $203k NEW 3.2k 64.16
Royal Dutch Shell Plc Spons Adr A Adr (RDS.A) 0.0 $203k NEW 5.2k 39.21
Arvinas Stock (ARVN) 0.0 $203k 3.1k 66.23
Umpqua Hldgs Corp Stock (UMPQ) 0.0 $202k NEW 12k 17.51
Eaton Vance Tax-managed Buy- W Cef (ETV) 0.0 $198k 13k 15.47
Hercules Capital Cef (HTGC) 0.0 $185k 12k 16.05
Nuveen Mun High Income Opportu Cef (NMZ) 0.0 $180k 13k 14.45
Annaly Capital Management Reit (NLY) 0.0 $86k 10k 8.60

Past Filings by Principle Wealth Partners

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