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 |
|---|---|
FIXDFIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF | $457K |
MTBM & T BK CORP COM | $455K |
MGMMGM RESORTS INTERNATIONAL COM | $440K |
MRNAMODERNA INC COM | $437K |
IVVISHARES CORE S&P 500 ETF | $435K |
IWMISHARES RUSSELL 2000 ETF | $434K |
KKRKKR & CO INC COM | $432K |
RGLDROYAL GOLD INC COM | $431K |
DGROISHARES CORE DIVIDEND GROWTH ETF | $427K |
HLIOHELIOS TECHNOLOGIES INC COM | $426K |
CHDCHURCH & DWIGHT INC COM | $419K |
IYHISHARES U.S. HEALTHCARE ETF | $409K |
HOLXHOLOGIC INC COM | $409K |
BOOMDMC GLOBAL INC COM | $401K |
INTUINTUIT COM | $383K |
MSAMSA SAFETY INC COM | $380K |
PDPINVESCO DWA MOMENTUM ETF | $374K |
IQVIQVIA HLDGS INC COM | $371K |
SCHWSCHWAB CHARLES CORP COM | $361K |
MIDDMIDDLEBY CORP COM | $358K |
ICLNISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND | $351K |
TELTE CONNECTIVITY LTD REG SHS | $350K |
NAVINAVIENT CORPORATION COM | $349K |
IVWISHARES S&P 500 GROWTH ETF | $346K |
VVVANGUARD LARGE-CAP INDEX FUND | $343K |
IWBISHARES RUSSELL 1000 ETF | $343K |
EDCONSOLIDATED EDISON INC COM | $339K |
XBISPDR S&P BIOTECH ETF | $329K |
LINLINDE PLC SHS | $324K |
HSYHERSHEY CO COM | $312K |
DELLDELL TECHNOLOGIES INC CL C | $312K |
IVOLQUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF | $306K |
IWDISHARES RUSSELL 1000 VALUE ETF | $304K |
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | $303K |
OHIOMEGA HEALTHCARE INVS INC COM | $300K |
NKTREURNEKTAR THERAPEUTICS COM | $300K |
DEODIAGEO PLC SPON ADR NEW | $299K |
8CWCROWN CASTLE INTL CORP NEW COM | $294K |
FMBFIRST TRUST MANAGED MUNICIPAL ETF | $292K |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $288K |
NUMGNUVEEN ESG MID-CAP GROWTH ETF | $286K |
DEDEERE & CO COM | $285K |
NUSCNUVEEN ESG SMALL-CAP ETF | $280K |
ENBENBRIDGE INC COM | $279K |
SPHDINVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $278K |
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | $276K |
GILDGILEAD SCIENCES INC COM | $274K |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $274K |
ALXNALEXION PHARMACEUTICALS INC COM | $271K |
CICIGNA CORP NEW COM | $266K |
CGCARLYLE GROUP INC COM | $265K |
XELXCEL ENERGY INC COM | $265K |
ISRGINTUITIVE SURGICAL INC COM NEW | $264K |
WECWEC ENERGY GROUP INC COM | $261K |
XARSPDR S&P AEROSPACE & DEFENSE ETF | $257K |
ADIANALOG DEVICES INC COM | $256K |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $254K |
OREALTY INCOME CORP COM | $251K |
IWFISHARES RUSSELL 1000 GROWTH ETF | $251K |
TEXTEREX CORP NEW COM | $250K |
IJRISHARES S&P SMALL-CAP FUND | $250K |
PGXINVESCO PREFERRED ETF | $250K |
FVALFIDELITY VALUE FACTOR ETF | $249K |
VSECVSE CORP COM | $238K |
ACNACCENTURE PLC IRELAND SHS CLASS A | $237K |
TIPISHARES TIPS BOND ETF | $230K |
YUMYUM BRANDS INC COM | $229K |
TFISPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF | $228K |
VFCV F CORP COM | $227K |
BUDANHEUSER BUSCH INBEV SA/NV SPONSORED ADR | $227K |
TFCTRUIST FINL CORP COM | $225K |
WYNNWYNN RESORTS LTD COM | $219K |
0VVBVIACOMCBS INC CL B | $217K |
RJFRAYMOND JAMES FINL INC COM | $214K |
BDXBECTON DICKINSON & CO COM | $212K |
LUMNLUMEN TECHNOLOGIES INC COM | $208K |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $206K |
TRNTRINITY INDS INC COM | $205K |
ARVNARVINAS INC COM | $203K |
RDS/AROYAL DUTCH SHELL PLC SPONS ADR A | $203K |
XLUUTILITIES SELECT SECTOR SPDR FUND | $203K |
UMPQUSDUMPQUA HLDGS CORP COM | $202K |
ETVEATON VANCE TAX-MANAGED BUY- W COM | $198K |
HTGCHERCULES CAPITAL INC COM | $185K |
NMZNUVEEN MUN HIGH INCOME OPPORTU COM | $180K |
NLYEURANNALY CAPITAL MANAGEMENT INC COM | $86K |
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