Principle Wealth Partners LLC Q1 2021 Filing
Filed May 18, 2021
Portfolio Value
$855.2M
Holdings
286
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (286 positions)
| Stock | Value |
|---|---|
JPMJPMORGAN CHASE & CO COM | $50.9M |
OFLXOMEGA FLEX INC COM | $48.3M |
AAPLAPPLE INC COM | $45.6M |
VUGVANGUARD GROWTH INDEX FUND | $45.6M |
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND | $44.5M |
MSFTMICROSOFT CORP COM | $26.4M |
XOMEXXON MOBIL CORP COM | $22.5M |
AMZNAMAZON COM INC COM | $21.2M |
JNJJOHNSON & JOHNSON COM | $17.8M |
AMGNAMGEN INC COM | $17.1M |
INTCINTEL CORP COM | $15.3M |
PFEPFIZER INC COM | $15.1M |
VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $14.0M |
VYMVANGUARD HIGH DIVIDEND YIELD ETF | $13.2M |
BABOEING CO COM | $12.9M |
HDHOME DEPOT INC COM | $11.6M |
PGPROCTER AND GAMBLE CO COM | $10.7M |
RTXRAYTHEON TECHNOLOGIES CORP COM | $9.8M |
GOOGLALPHABET INC CAP STK CL A | $9.7M |
CSCOCISCO SYS INC COM | $9.1M |
GOOGALPHABET INC CAP STK CL C | $8.8M |
VVISA INC COM CL A | $8.8M |
ODFLOLD DOMINION FREIGHT LINE INC COM | $7.3M |
VOOGVANGUARD S&P 500 GROWTH ETF | $6.9M |
ARKKARK INNOVATION ETF | $6.7M |
SPYSPDR S&P 500 ETF | $6.5M |
MRKMERCK & CO. INC COM | $6.4M |
MCDMCDONALDS CORP COM | $6.2M |
IBMINTERNATIONAL BUSINESS MACHS COM | $6.0M |
SOSOUTHERN CO COM | $6.0M |
MMM3M CO COM | $5.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $5.5M |
VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND | $5.3M |
KMBKIMBERLY-CLARK CORP COM | $5.0M |
CATCATERPILLAR INC COM | $4.9M |
DOWDOW INC COM | $4.9M |
CVXCHEVRON CORP NEW COM | $4.8M |
BACVERIZON COMMUNICATIONS INC COM | $4.7M |
BACBK OF AMERICA CORP COM | $4.6M |
GDGENERAL DYNAMICS CORP COM | $4.5M |
NSCNORFOLK SOUTHN CORP COM | $4.5M |
QCOMQUALCOMM INC COM | $4.5M |
TAT&T INC COM | $4.4M |
KOCOCA COLA CO COM | $4.4M |
PEPPEPSICO INC COM | $4.4M |
TXNTEXAS INSTRS INC COM | $4.2M |
TSLATESLA INC COM | $4.1M |
ABBVABBVIE INC COM | $4.0M |
GSGOLDMAN SACHS GROUP INC COM | $4.0M |
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $3.9M |
NDQINVESCO QQQ TRUST | $3.9M |
DISDISNEY WALT CO COM | $3.7M |
EMREMERSON ELEC CO COM | $3.5M |
WMWASTE MGMT INC DEL COM | $3.5M |
AQLTISHARES SELECT DIVIDEND ETF | $3.5M |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $3.5M |
FSMBFIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF | $3.5M |
4I1PHILIP MORRIS INTL INC COM | $3.5M |
METAFACEBOOK INC CL A | $3.4M |
LOWLOWES COS INC COM | $3.3M |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $3.0M |
GISGENERAL MLS INC COM | $3.0M |
ALSALLSTATE CORP COM | $2.9M |
GEGENERAL ELECTRIC CO COM | $2.7M |
COPCONOCOPHILLIPS COM | $2.7M |
VHTVANGUARD HEALTH CARE INDEX FUND | $2.6M |
NFLXNETFLIX INC COM | $2.6M |
SDYSPDR S&P DIVIDEND ETF | $2.6M |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $2.6M |
DEMWISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $2.5M |
VFHVANGUARD FINANCIALS INDEX FUND | $2.5M |
VBVANGUARD SMALL-CAP INDEX FUND | $2.4M |
UNHUNITEDHEALTH GROUP INC COM | $2.4M |
TRVTRAVELERS COMPANIES INC COM | $2.4M |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $2.3M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $2.3M |
GQ9SPDR GOLD SHARES | $2.3M |
ADPAUTOMATIC DATA PROCESSING INC COM | $2.2M |
HONHONEYWELL INTL INC COM | $2.2M |
KELKELLOGG CO COM | $2.2M |
XLFFINANCIAL SELECT SECTOR SPDR FUND | $2.2M |
PSXPHILLIPS 66 COM | $2.2M |
VOVANGUARD MID-CAP INDEX FUND | $2.1M |
ULUNILEVER PLC SPON ADR NEW | $2.1M |
VTVANGUARD TOTAL WORLD STOCK INDEX FUND | $2.1M |
NVDANVIDIA CORPORATION COM | $2.1M |
COSTCOSTCO WHSL CORP NEW COM | $2.1M |
DUKDUKE ENERGY CORP NEW COM NEW | $2.0M |
CVSCVS HEALTH CORP COM | $2.0M |
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND | $2.0M |
ADMARCHER DANIELS MIDLAND CO COM | $2.0M |
LMTLOCKHEED MARTIN CORP COM | $1.9M |
BXBLACKSTONE GROUP INC COM | $1.8M |
FDVVFIDELITY HIGH DIVIDEND ETF | $1.8M |
MAMASTERCARD INCORPORATED CL A | $1.7M |
MSIMOTOROLA SOLUTIONS INC COM NEW | $1.7M |
CMICUMMINS INC COM | $1.7M |
VTVVANGUARD VALUE INDEX FUND | $1.6M |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $1.6M |
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | $1.6M |
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