Principle Wealth Partners LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$1.4B
Holdings
340
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (340 positions)
| Stock | Value |
|---|---|
JPMJPMORGAN CHASE & CO. | $86.3M |
AAPLAPPLE INC | $81.8M |
XLGINVESCO EXCHANGE TRADED FD T | $66.7M |
VIGVANGUARD SPECIALIZED FUNDS | $47.1M |
VUGVANGUARD INDEX FDS | $46.2M |
MSFTMICROSOFT CORP | $40.9M |
IJRISHARES TR | $29.8M |
AMZNAMAZON COM INC | $28.9M |
SCHDSCHWAB STRATEGIC TR | $26.5M |
SMOTVANECK ETF TRUST | $26.4M |
SMTHALPS ETF TR | $25.8M |
NVDANVIDIA CORPORATION | $25.4M |
VTIVANGUARD INDEX FDS | $23.3M |
BKDVBNY MELLON ETF TRUST II | $23.0M |
MCDMCDONALDS CORP | $21.1M |
JNJJOHNSON & JOHNSON | $18.6M |
VOOGVANGUARD ADMIRAL FDS INC | $18.0M |
RTXRTX CORPORATION | $16.2M |
VYMVANGUARD WHITEHALL FDS | $15.5M |
FMHIFIRST TR EXCH TRADED FD III | $15.2M |
GOOGALPHABET INC | $15.0M |
SMHVANECK ETF TRUST | $15.0M |
HDHOME DEPOT INC | $14.4M |
IBMINTERNATIONAL BUSINESS MACHS | $13.9M |
GOOGLALPHABET INC | $13.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $13.3M |
VVISA INC | $13.2M |
PGPROCTER AND GAMBLE CO | $12.5M |
CGGOCAPITAL GROUP GBL GROWTH EQT | $12.3M |
SPGPINVESCO EXCHANGE TRADED FD T | $11.9M |
JMSTJ P MORGAN EXCHANGE TRADED F | $11.9M |
CSCOCISCO SYS INC | $11.9M |
TCAFT ROWE PRICE ETF INC | $10.6M |
GSGOLDMAN SACHS GROUP INC | $10.3M |
SPYSPDR S&P 500 ETF TR | $10.2M |
AMGNAMGEN INC | $10.1M |
SOSOUTHERN CO | $9.6M |
VGTVANGUARD WORLD FD | $9.6M |
ORCLORACLE CORP | $8.7M |
XOMEXXON MOBIL CORP | $8.5M |
IGVISHARES TR | $8.2M |
VOVANGUARD INDEX FDS | $8.2M |
GDGENERAL DYNAMICS CORP | $7.6M |
CATCATERPILLAR INC | $7.1M |
JEPIJ P MORGAN EXCHANGE TRADED F | $7.0M |
ABBVABBVIE INC | $6.9M |
OFLXOMEGA FLEX INC | $6.7M |
MRKMERCK & CO INC | $6.6M |
XMHQINVESCO EXCHANGE TRADED FD T | $6.6M |
MMM3M CO | $6.6M |
CVXCHEVRON CORP NEW | $6.5M |
METAMETA PLATFORMS INC | $6.5M |
QCOMQUALCOMM INC | $6.3M |
NDQINVESCO QQQ TR | $6.2M |
JEPQJ P MORGAN EXCHANGE TRADED F | $6.1M |
KMBKIMBERLY-CLARK CORP | $6.1M |
KOCOCA COLA CO | $6.0M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $5.6M |
WMWASTE MGMT INC DEL | $5.6M |
4I1PHILIP MORRIS INTL INC | $5.5M |
LLYELI LILLY & CO | $5.5M |
BLKBLACKROCK INC | $5.4M |
CMICUMMINS INC | $5.3M |
COSTCOSTCO WHSL CORP NEW | $5.2M |
ALSALLSTATE CORP | $5.2M |
AQLTISHARES TR | $5.2M |
TXNTEXAS INSTRS INC | $5.1M |
TSLATESLA INC | $4.9M |
DUKDUKE ENERGY CORP NEW | $4.9M |
BACBANK AMERICA CORP | $4.8M |
PRUPRUDENTIAL FINL INC | $4.7M |
PANWPALO ALTO NETWORKS INC | $4.5M |
MGVVANGUARD WORLD FD | $4.4M |
PFEPFIZER INC | $4.4M |
PEPPEPSICO INC | $4.4M |
JPSTJ P MORGAN EXCHANGE TRADED F | $4.3M |
TRVTRAVELERS COMPANIES INC | $4.2M |
ITA*ISHARES TR | $4.2M |
FDVVFIDELITY COVINGTON TRUST | $4.1M |
EMREMERSON ELEC CO | $4.0M |
UNHUNITEDHEALTH GROUP INC | $4.0M |
PNCPNC FINL SVCS GROUP INC | $3.9M |
MSIMOTOROLA SOLUTIONS INC | $3.9M |
COPCONOCOPHILLIPS | $3.9M |
AEPAMERICAN ELEC PWR CO INC | $3.9M |
ODFLOLD DOMINION FREIGHT LINE IN | $3.6M |
NFLXNETFLIX INC | $3.6M |
ACNACCENTURE PLC IRELAND | $3.5M |
DDOMINION ENERGY INC | $3.5M |
HONHONEYWELL INTL INC | $3.4M |
BABOEING CO | $3.3M |
BXBLACKSTONE INC | $3.3M |
IJTISHARES TR | $3.3M |
VTVVANGUARD INDEX FDS | $3.2M |
PSXPHILLIPS 66 | $3.2M |
LMTLOCKHEED MARTIN CORP | $3.2M |
LOWLOWES COS INC | $3.2M |
ADPAUTOMATIC DATA PROCESSING IN | $3.2M |
VXUSVANGUARD STAR FDS | $3.1M |
GISGENERAL MLS INC | $3.1M |
Page 1 of 4Next