Principle Wealth Partners LLC Q4 2024 Filing
Filed January 29, 2025
Portfolio Value
$1.4T
Holdings
334
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (334 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | LVHILEGG MASON ETF INVT | 98,843 | $3.0B | 0.21% | |
| 102 | PSXPHILLIPS 66 | 26,204 | $3.0B | 0.21% | |
| 103 | DISDISNEY WALT CO | 26,376 | $2.9B | 0.21% | |
| 104 | GWWGRAINGER W W INC | 2,771 | $2.9B | 0.20% | |
| 105 | VXUSVANGUARD STAR FDS | 49,356 | $2.9B | 0.20% | |
| 106 | TFCTRUIST FINL CORP | 64,558 | $2.8B | 0.20% | |
| 107 | XLVSELECT SECTOR SPDR TR | 19,973 | $2.7B | 0.19% | |
| 108 | VOOVANGUARD INDEX FDS | 5,077 | $2.7B | 0.19% | |
| 109 | NEENEXTERA ENERGY INC | 36,456 | $2.6B | 0.18% | |
| 110 | MAMASTERCARD INCORPORATED | 4,943 | $2.6B | 0.18% | |
| 111 | NSCNORFOLK SOUTHN CORP | 11,065 | $2.6B | 0.18% | |
| 112 | AXPAMERICAN EXPRESS CO | 8,331 | $2.5B | 0.17% | |
| 113 | VBVANGUARD INDEX FDS | 9,936 | $2.4B | 0.17% | |
| 114 | SDYSPDR SER TR | 17,313 | $2.3B | 0.16% | |
| 115 | NOWSERVICENOW INC | 2,126 | $2.3B | 0.16% | |
| 116 | DDOMINION ENERGY INC | 40,695 | $2.2B | 0.15% | |
| 117 | DOWDOW INC | 54,363 | $2.2B | 0.15% | |
| 118 | ETNEATON CORP PLC | 6,069 | $2.0B | 0.14% | |
| 119 | XLKSELECT SECTOR SPDR TR | 8,529 | $2.0B | 0.14% | |
| 120 | TJXTJX COS INC NEW | 15,783 | $1.9B | 0.13% | |
| 121 | ASMLASML HOLDING N V | 2,746 | $1.9B | 0.13% | |
| 122 | IYWISHARES TR | 11,862 | $1.9B | 0.13% | |
| 123 | PEOEXELON CORP | 49,280 | $1.9B | 0.13% | |
| 124 | VHTVANGUARD WORLD FD | 7,255 | $1.8B | 0.13% | |
| 125 | PHPARKER-HANNIFIN CORP | 2,884 | $1.8B | 0.13% | |
| 126 | USBUS BANCORP DEL | 38,292 | $1.8B | 0.13% | |
| 127 | BACVERIZON COMMUNICATIONS INC | 43,953 | $1.8B | 0.12% | |
| 128 | CARRCARRIER GLOBAL CORPORATION | 25,421 | $1.7B | 0.12% | |
| 129 | ISRGINTUITIVE SURGICAL INC | 3,262 | $1.7B | 0.12% | |
| 130 | GEVGE VERNOVA INC | 5,002 | $1.6B | 0.12% | |
| 131 | WMTWALMART INC | 18,140 | $1.6B | 0.12% | |
| 132 | TMOTHERMO FISHER SCIENTIFIC INC | 3,132 | $1.6B | 0.11% | |
| 133 | DWDMORGAN STANLEY | 11,627 | $1.5B | 0.10% | |
| 134 | UNPUNION PAC CORP | 6,160 | $1.4B | 0.10% | |
| 135 | XLISELECT SECTOR SPDR TR | 10,243 | $1.3B | 0.09% | |
| 136 | MKLMARKEL GROUP INC | 737 | $1.3B | 0.09% | |
| 137 | DONWISDOMTREE TR | 24,795 | $1.3B | 0.09% | |
| 138 | DHRDANAHER CORPORATION | 5,401 | $1.2B | 0.09% | |
| 139 | PRFINVESCO EXCHANGE TRADED FD T | 30,570 | $1.2B | 0.09% | |
| 140 | ITWILLINOIS TOOL WKS INC | 4,815 | $1.2B | 0.09% | |
| 141 | BKBANK NEW YORK MELLON CORP | 15,852 | $1.2B | 0.09% | |
| 142 | AFLAFLAC INC | 11,739 | $1.2B | 0.09% | |
| 143 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,045 | $1.2B | 0.08% | |
| 144 | ADBEADOBE INC | 2,518 | $1.1B | 0.08% | |
| 145 | WFCWELLS FARGO CO NEW | 15,680 | $1.1B | 0.08% | |
| 146 | VTVANGUARD INTL EQUITY INDEX F | 9,364 | $1.1B | 0.08% | |
| 147 | VFHVANGUARD WORLD FD | 9,243 | $1.1B | 0.08% | |
| 148 | MOATVANECK ETF TRUST | 11,404 | $1.1B | 0.07% | |
| 149 | VYMIVANGUARD WHITEHALL FDS | 15,570 | $1.1B | 0.07% | |
| 150 | OTISOTIS WORLDWIDE CORP | 11,277 | $1.0B | 0.07% | |
| 151 | SPLVINVESCO EXCH TRADED FD TR II | 14,836 | $1.0B | 0.07% | |
| 152 | TROWPRICE T ROWE GROUP INC | 9,137 | $1.0B | 0.07% | |
| 153 | ESEVERSOURCE ENERGY | 17,714 | $1.0B | 0.07% | |
| 154 | CVSCVS HEALTH CORP | 22,096 | $991.9M | 0.07% | |
| 155 | SBUXSTARBUCKS CORP | 10,861 | $991.1M | 0.07% | |
| 156 | ZTSZOETIS INC | 6,040 | $984.1M | 0.07% | |
| 157 | SOXXISHARES TR | 4,564 | $983.7M | 0.07% | |
| 158 | FISVFISERV INC | 4,763 | $978.4M | 0.07% | |
| 159 | CBCHUBB LIMITED | 3,488 | $963.7M | 0.07% | |
| 160 | ELVELEVANCE HEALTH INC | 2,553 | $942.2M | 0.07% | |
| 161 | IJHISHARES TR | 15,093 | $940.4M | 0.07% | |
| 162 | PLTRPALANTIR TECHNOLOGIES INC | 12,289 | $929.4M | 0.07% | |
| 163 | ABTABBOTT LABS | 8,212 | $928.9M | 0.07% | |
| 164 | DIVOAMPLIFY ETF TR | 22,591 | $914.5M | 0.06% | |
| 165 | MEARISHARES U S ETF TR | 18,049 | $901.5M | 0.06% | |
| 166 | TPLTEXAS PACIFIC LAND CORPORATI | 814 | $900.3M | 0.06% | |
| 167 | NOCNORTHROP GRUMMAN CORP | 1,899 | $891.2M | 0.06% | |
| 168 | IVVISHARES TR | 1,496 | $880.7M | 0.06% | |
| 169 | IWFISHARES TR | 2,094 | $840.9M | 0.06% | |
| 170 | INTUINTUIT | 1,328 | $835.1M | 0.06% | |
| 171 | UPSUNITED PARCEL SERVICE INC | 6,595 | $831.6M | 0.06% | |
| 172 | BMYBRISTOL-MYERS SQUIBB CO | 14,595 | $825.4M | 0.06% | |
| 173 | FULTFULTON FINL CORP PA | 42,646 | $822.2M | 0.06% | |
| 174 | IAU*ISHARES GOLD TR | 16,459 | $814.9M | 0.06% | |
| 175 | XLESELECT SECTOR SPDR TR | 9,357 | $801.6M | 0.06% | |
| 176 | SYKSTRYKER CORPORATION | 2,190 | $788.5M | 0.06% | |
| 177 | RSPINVESCO EXCHANGE TRADED FD T | 4,464 | $782.4M | 0.05% | |
| 178 | DSIISHARES TR | 7,047 | $776.9M | 0.05% | |
| 179 | AMTAMERICAN TOWER CORP NEW | 4,162 | $763.4M | 0.05% | |
| 180 | IBBISHARES TR | 5,705 | $754.3M | 0.05% | |
| 181 | APDAIR PRODS & CHEMS INC | 2,583 | $749.4M | 0.05% | |
| 182 | BAC 7.25 PERP LBANK AMERICA CORP | 613 | $747.4M | 0.05% | |
| 183 | KKRKKR & CO INC | 5,020 | $742.5M | 0.05% | |
| 184 | MOALTRIA GROUP INC | 13,437 | $702.6M | 0.05% | |
| 185 | PIDINVESCO EXCHANGE TRADED FD T | 38,262 | $700.6M | 0.05% | |
| 186 | IEIISHARES TR | 6,033 | $697.1M | 0.05% | |
| 187 | VDEVANGUARD WORLD FD | 5,731 | $695.2M | 0.05% | |
| 188 | VBKVANGUARD INDEX FDS | 2,441 | $683.6M | 0.05% | |
| 189 | AVGOBROADCOM INC | 2,941 | $681.9M | 0.05% | |
| 190 | CTVACORTEVA INC | 11,968 | $681.7M | 0.05% | |
| 191 | XLFSELECT SECTOR SPDR TR | 14,009 | $677.1M | 0.05% | |
| 192 | TAT&T INC | 29,641 | $674.9M | 0.05% | |
| 193 | ARKKARK ETF TR | 11,775 | $668.5M | 0.05% | |
| 194 | DGROISHARES TR | 10,853 | $665.7M | 0.05% | |
| 195 | CLCOLGATE PALMOLIVE CO | 7,292 | $662.9M | 0.05% | |
| 196 | FBTCFIDELITY WISE ORIGIN BITCOIN | 8,089 | $659.9M | 0.05% | |
| 197 | GQ9SPDR GOLD TR | 2,698 | $653.3M | 0.05% | |
| 198 | VDCVANGUARD WORLD FD | 3,028 | $640.1M | 0.04% | |
| 199 | SPYGSPDR SER TR | 7,277 | $639.6M | 0.04% | |
| 200 | MDLZMONDELEZ INTL INC | 10,641 | $635.6M | 0.04% |