Principle Wealth Partners LLC Q4 2022 Filing
Filed February 2, 2023
Portfolio Value
$882.4B
Holdings
312
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (312 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 322,990 | $49K | 0.00% | |
| 2 | AAPLAPPLE INC COM | 376,971 | $48K | 0.00% | |
| 3 | JPMJPMORGAN CHASE & CO COM | 354,048 | $47K | 0.00% | |
| 4 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 344,674 | $26K | 0.00% | |
| 5 | VUGVANGUARD GROWTH ETF | 125,008 | $26K | 0.00% | |
| 6 | MSFTMICROSOFT CORP COM | 105,001 | $25K | 0.00% | |
| 7 | PFEPFIZER INC COM | 423,597 | $21K | 0.00% | |
| 8 | JNJJOHNSON & JOHNSON COM | 106,732 | $18K | 0.00% | |
| 9 | AMGNAMGEN INC COM | 69,014 | $18K | 0.00% | |
| 10 | OFLXOMEGA FLEX INC COM | 192,275 | $17K | 0.00% | |
| 11 | MCDMCDONALDS CORP COM | 62,043 | $16K | 0.00% | |
| 12 | VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | 153,023 | $16K | 0.00% | |
| 13 | AMZNAMAZON COM INC COM | 164,802 | $13K | 0.00% | |
| 14 | HDHOME DEPOT INC COM | 38,769 | $12K | 0.00% | |
| 15 | RTXRAYTHEON TECHNOLOGIES CORP COM | 125,860 | $12K | 0.00% | |
| 16 | PGPROCTER AND GAMBLE CO COM | 75,618 | $11K | 0.00% | |
| 17 | VOOGVANGUARD S&P 500 GROWTH ETF | 49,536 | $10K | 0.00% | |
| 18 | VDEVANGUARD ENERGY ETF | 74,598 | $9K | 0.00% | |
| 19 | FBNDFIDELITY TOTAL BOND ETF | 211,390 | $9K | 0.00% | |
| 20 | CSCOCISCO SYS INC COM | 185,477 | $8K | 0.00% | |
| 21 | DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 231,151 | $8K | 0.00% | |
| 22 | MRKMERCK & CO INC COM | 69,335 | $7K | 0.00% | |
| 23 | GOOGLALPHABET INC CAP STK CL A | 86,783 | $7K | 0.00% | |
| 24 | XOMEXXON MOBIL CORP COM | 70,462 | $7K | 0.00% | |
| 25 | VVISA INC COM CL A | 38,501 | $7K | 0.00% | |
| 26 | IBMINTERNATIONAL BUSINESS MACHS COM | 52,474 | $7K | 0.00% | |
| 27 | BABOEING CO COM | 38,949 | $7K | 0.00% | |
| 28 | GOOGALPHABET INC CAP STK CL C | 85,470 | $7K | 0.00% | |
| 29 | CVXCHEVRON CORP NEW COM | 40,414 | $7K | 0.00% | |
| 30 | VTIVANGUARD TOTAL STOCK MARKET ETF | 36,747 | $7K | 0.00% | |
| 31 | SPYSPDR S&P 500 ETF TRUST | 17,949 | $6K | 0.00% | |
| 32 | GSGOLDMAN SACHS GROUP INC COM | 20,276 | $6K | 0.00% | |
| 33 | VOVANGUARD MID-CAP ETF | 30,338 | $6K | 0.00% | |
| 34 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 19,004 | $6K | 0.00% | |
| 35 | INTCINTEL CORP COM | 254,795 | $6K | 0.00% | |
| 36 | XSVMINVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF | 142,761 | $6K | 0.00% | |
| 37 | GDGENERAL DYNAMICS CORP COM | 27,148 | $6K | 0.00% | |
| 38 | SOSOUTHERN CO COM | 92,471 | $6K | 0.00% | |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 22,196 | $6K | 0.00% | |
| 40 | CATCATERPILLAR INC COM | 23,418 | $5K | 0.00% | |
| 41 | KOCOCA COLA CO COM | 80,235 | $5K | 0.00% | |
| 42 | ORCLORACLE CORP COM | 65,674 | $5K | 0.00% | |
| 43 | KMBKIMBERLY-CLARK CORP COM | 41,052 | $5K | 0.00% | |
| 44 | ABBVABBVIE INC COM | 34,491 | $5K | 0.00% | |
| 45 | XLEENERGY SELECT SECTOR SPDR FUND | 64,418 | $5K | 0.00% | |
| 46 | COPCONOCOPHILLIPS COM | 50,218 | $5K | 0.00% | |
| 47 | PEPPEPSICO INC COM | 28,704 | $5K | 0.00% | |
| 48 | SCHYSCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | 221,552 | $4K | 0.00% | |
| 49 | WMWASTE MGMT INC DEL COM | 26,411 | $4K | 0.00% | |
| 50 | TXNTEXAS INSTRS INC COM | 28,414 | $4K | 0.00% | |
| 51 | CICIGNA CORP NEW COM | 14,490 | $4K | 0.00% | |
| 52 | NVDANVIDIA CORPORATION COM | 28,161 | $4K | 0.00% | |
| 53 | MMM3M CO COM | 41,401 | $4K | 0.00% | |
| 54 | DOWDOW INC COM | 81,385 | $4K | 0.00% | |
| 55 | QCOMQUALCOMM INC COM | 39,961 | $4K | 0.00% | |
| 56 | CMICUMMINS INC COM | 17,595 | $4K | 0.00% | |
| 57 | ADMARCHER DANIELS MIDLAND CO COM | 33,654 | $3K | 0.00% | |
| 58 | CVSCVS HEALTH CORP COM | 35,918 | $3K | 0.00% | |
| 59 | NDQINVESCO QQQ TRUST | 12,973 | $3K | 0.00% | |
| 60 | HONHONEYWELL INTL INC COM | 15,462 | $3K | 0.00% | |
| 61 | BACVERIZON COMMUNICATIONS INC COM | 84,580 | $3K | 0.00% | |
| 62 | ODFLOLD DOMINION FREIGHT LINE INC COM | 11,713 | $3K | 0.00% | |
| 63 | NEENEXTERA ENERGY INC COM | 38,774 | $3K | 0.00% | |
| 64 | LMTLOCKHEED MARTIN CORP COM | 6,621 | $3K | 0.00% | |
| 65 | GISGENERAL MLS INC COM | 47,418 | $3K | 0.00% | |
| 66 | NSCNORFOLK SOUTHN CORP COM | 12,712 | $3K | 0.00% | |
| 67 | AQLTISHARES SELECT DIVIDEND ETF | 29,939 | $3K | 0.00% | |
| 68 | ALSALLSTATE CORP COM | 25,105 | $3K | 0.00% | |
| 69 | EMREMERSON ELEC CO COM | 37,917 | $3K | 0.00% | |
| 70 | TRVTRAVELERS COMPANIES INC COM | 16,240 | $3K | 0.00% | |
| 71 | UNHUNITEDHEALTH GROUP INC COM | 6,717 | $3K | 0.00% | |
| 72 | BACBANK AMERICA CORP COM | 117,684 | $3K | 0.00% | |
| 73 | MGVVANGUARD MEGA CAP VALUE ETF | 35,645 | $3K | 0.00% | |
| 74 | 4I1PHILIP MORRIS INTL INC COM | 36,846 | $3K | 0.00% | |
| 75 | BRK-BBERKSHIRE HATHAWAY INC DEL CL A | 7 | $3K | 0.00% | |
| 76 | DISDISNEY WALT CO COM | 24,371 | $2K | 0.00% | |
| 77 | VHTVANGUARD HEALTH CARE ETF | 10,822 | $2K | 0.00% | |
| 78 | PSXPHILLIPS 66 COM | 26,240 | $2K | 0.00% | |
| 79 | MSIMOTOROLA SOLUTIONS INC COM NEW | 8,937 | $2K | 0.00% | |
| 80 | XLVHEALTH CARE SELECT SECTOR SPDR FUND | 20,522 | $2K | 0.00% | |
| 81 | VBVANGUARD SMALL-CAP ETF | 13,907 | $2K | 0.00% | |
| 82 | VOOVANGUARD S&P 500 ETF | 5,878 | $2K | 0.00% | |
| 83 | KELKELLOGG CO COM | 38,576 | $2K | 0.00% | |
| 84 | VFHVANGUARD FINANCIALS ETF | 27,576 | $2K | 0.00% | |
| 85 | VGSHVANGUARD SHORT-TERM TREASURY ETF | 45,092 | $2K | 0.00% | |
| 86 | BLKCHFBLACKROCK INC COM | 3,473 | $2K | 0.00% | |
| 87 | SMHVANECK SEMICONDUCTOR ETF | 12,833 | $2K | 0.00% | |
| 88 | LOWLOWES COS INC COM | 13,896 | $2K | 0.00% | |
| 89 | ADPAUTOMATIC DATA PROCESSING INC COM | 10,940 | $2K | 0.00% | |
| 90 | COSTCOSTCO WHSL CORP NEW COM | 5,784 | $2K | 0.00% | |
| 91 | TSLATESLA INC COM | 18,161 | $2K | 0.00% | |
| 92 | SDYSPDR S&P DIVIDEND ETF | 18,550 | $2K | 0.00% | |
| 93 | GWWGRAINGER W W INC COM | 2,928 | $1K | 0.00% | |
| 94 | USBUS BANCORP DEL COM NEW | 28,605 | $1K | 0.00% | |
| 95 | VTVVANGUARD VALUE ETF | 14,121 | $1K | 0.00% | |
| 96 | ESEVERSOURCE ENERGY COM | 18,468 | $1K | 0.00% | |
| 97 | FCPIFIDELITY STOCKS FOR INFLATION ETF | 38,477 | $1K | 0.00% | |
| 98 | METAMETA PLATFORMS INC CL A | 9,359 | $1K | 0.00% | |
| 99 | XLFFINANCIAL SELECT SECTOR SPDR FUND | 38,061 | $1K | 0.00% | |
| 100 | TJXTJX COS INC NEW COM | 16,622 | $1K | 0.00% |
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