Principle Wealth Partners LLC Q1 2023 Filing
Filed May 10, 2023
Portfolio Value
$935.4B
Holdings
313
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (313 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 379,907 | $62K | 0.00% | |
| 2 | JPMJPMORGAN CHASE & CO | 353,907 | $46K | 0.00% | |
| 3 | VIGVANGUARD SPECIALIZED FUNDS | 261,127 | $40K | 0.00% | |
| 4 | MSFTMICROSOFT CORP | 108,602 | $31K | 0.00% | |
| 5 | VUGVANGUARD INDEX FDS | 116,076 | $28K | 0.00% | |
| 6 | SCHDSCHWAB STRATEGIC TR | 364,122 | $26K | 0.00% | |
| 7 | OFLXOMEGA FLEX INC | 192,275 | $21K | 0.00% | |
| 8 | IEIISHARES TR | 180,533 | $21K | 0.00% | |
| 9 | MCDMCDONALDS CORP | 62,222 | $17K | 0.00% | |
| 10 | PFEPFIZER INC | 421,844 | $17K | 0.00% | |
| 11 | AMZNAMAZON COM INC | 161,052 | $16K | 0.00% | |
| 12 | JNJJOHNSON & JOHNSON | 106,507 | $16K | 0.00% | |
| 13 | AMGNAMGEN INC | 69,759 | $16K | 0.00% | |
| 14 | VYMVANGUARD WHITEHALL FDS | 139,079 | $14K | 0.00% | |
| 15 | FBNDFIDELITY MERRIMACK STR TR | 303,436 | $13K | 0.00% | |
| 16 | RTXRAYTHEON TECHNOLOGIES CORP | 126,088 | $12K | 0.00% | |
| 17 | PGPROCTER AND GAMBLE CO | 76,411 | $11K | 0.00% | |
| 18 | VOOGVANGUARD ADMIRAL FDS INC | 48,252 | $11K | 0.00% | |
| 19 | HDHOME DEPOT INC | 39,234 | $11K | 0.00% | |
| 20 | GOOGLALPHABET INC | 88,979 | $9K | 0.00% | |
| 21 | VDEVANGUARD WORLD FDS | 79,912 | $9K | 0.00% | |
| 22 | GOOGALPHABET INC | 89,377 | $9K | 0.00% | |
| 23 | CSCOCISCO SYS INC | 190,108 | $9K | 0.00% | |
| 24 | VVISA INC | 39,479 | $8K | 0.00% | |
| 25 | DIVOAMPLIFY ETF TR | 249,944 | $8K | 0.00% | |
| 26 | BABOEING CO | 38,948 | $8K | 0.00% | |
| 27 | VGTVANGUARD WORLD FDS | 18,346 | $7K | 0.00% | |
| 28 | VOVANGUARD INDEX FDS | 33,923 | $7K | 0.00% | |
| 29 | VTIVANGUARD INDEX FDS | 37,193 | $7K | 0.00% | |
| 30 | SPYSPDR S&P 500 ETF TR | 17,392 | $7K | 0.00% | |
| 31 | INTCINTEL CORP | 234,773 | $7K | 0.00% | |
| 32 | XOMEXXON MOBIL CORP | 70,009 | $7K | 0.00% | |
| 33 | NVDANVIDIA CORPORATION | 27,744 | $7K | 0.00% | |
| 34 | MRKMERCK & CO INC | 69,382 | $7K | 0.00% | |
| 35 | GDGENERAL DYNAMICS CORP | 26,663 | $6K | 0.00% | |
| 36 | GSGOLDMAN SACHS GROUP INC | 20,107 | $6K | 0.00% | |
| 37 | SCHYSCHWAB STRATEGIC TR | 278,455 | $6K | 0.00% | |
| 38 | IBMINTERNATIONAL BUSINESS MACHS | 53,159 | $6K | 0.00% | |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 21,595 | $6K | 0.00% | |
| 40 | CVXCHEVRON CORP NEW | 37,473 | $6K | 0.00% | |
| 41 | ORCLORACLE CORP | 67,454 | $6K | 0.00% | |
| 42 | SOSOUTHERN CO | 91,174 | $6K | 0.00% | |
| 43 | MMM3M CO | 48,444 | $5K | 0.00% | |
| 44 | TXNTEXAS INSTRS INC | 28,695 | $5K | 0.00% | |
| 45 | XLESELECT SECTOR SPDR TR | 64,204 | $5K | 0.00% | |
| 46 | PEPPEPSICO INC | 28,228 | $5K | 0.00% | |
| 47 | CATCATERPILLAR INC | 23,395 | $5K | 0.00% | |
| 48 | ABBVABBVIE INC | 32,252 | $5K | 0.00% | |
| 49 | QCOMQUALCOMM INC | 40,909 | $5K | 0.00% | |
| 50 | KMBKIMBERLY-CLARK CORP | 41,178 | $5K | 0.00% | |
| 51 | GISGENERAL MLS INC | 47,778 | $4K | 0.00% | |
| 52 | KOCOCA COLA CO | 79,222 | $4K | 0.00% | |
| 53 | WMWASTE MGMT INC DEL | 26,597 | $4K | 0.00% | |
| 54 | CMICUMMINS INC | 17,120 | $4K | 0.00% | |
| 55 | VGSHVANGUARD SCOTTSDALE FDS | 70,005 | $4K | 0.00% | |
| 56 | DOWDOW INC | 84,632 | $4K | 0.00% | |
| 57 | COPCONOCOPHILLIPS | 50,218 | $4K | 0.00% | |
| 58 | CITHE CIGNA GROUP | 14,469 | $3K | 0.00% | |
| 59 | 4I1PHILIP MORRIS INTL INC | 36,459 | $3K | 0.00% | |
| 60 | BLKCHFBLACKROCK INC | 4,534 | $3K | 0.00% | |
| 61 | BACVERIZON COMMUNICATIONS INC | 99,758 | $3K | 0.00% | |
| 62 | AQLTISHARES TR | 28,805 | $3K | 0.00% | |
| 63 | SMHVANECK ETF TRUST | 13,114 | $3K | 0.00% | |
| 64 | EMREMERSON ELEC CO | 37,686 | $3K | 0.00% | |
| 65 | SPGPINVESCO EXCHANGE TRADED FD T | 38,931 | $3K | 0.00% | |
| 66 | TSLATESLA INC | 19,064 | $3K | 0.00% | |
| 67 | NDQINVESCO QQQ TR | 12,366 | $3K | 0.00% | |
| 68 | BACBANK AMERICA CORP | 119,026 | $3K | 0.00% | |
| 69 | BRK-BBERKSHIRE HATHAWAY INC DEL | 7 | $3K | 0.00% | |
| 70 | ODFLOLD DOMINION FREIGHT LINE IN | 10,883 | $3K | 0.00% | |
| 71 | LMTLOCKHEED MARTIN CORP | 6,633 | $3K | 0.00% | |
| 72 | UNHUNITEDHEALTH GROUP INC | 7,279 | $3K | 0.00% | |
| 73 | PSXPHILLIPS 66 | 26,240 | $2K | 0.00% | |
| 74 | VHTVANGUARD WORLD FDS | 10,534 | $2K | 0.00% | |
| 75 | NSCNORFOLK SOUTHN CORP | 12,682 | $2K | 0.00% | |
| 76 | PNCPNC FINL SVCS GROUP INC | 16,784 | $2K | 0.00% | |
| 77 | XLVSELECT SECTOR SPDR TR | 21,733 | $2K | 0.00% | |
| 78 | SDYSPDR SER TR | 17,705 | $2K | 0.00% | |
| 79 | FSMBFIRST TR EXCH TRADED FD III | 103,077 | $2K | 0.00% | |
| 80 | SCHWSCHWAB CHARLES CORP | 47,500 | $2K | 0.00% | |
| 81 | TRVTRAVELERS COMPANIES INC | 16,471 | $2K | 0.00% | |
| 82 | ADMARCHER DANIELS MIDLAND CO | 33,654 | $2K | 0.00% | |
| 83 | KELKELLOGG CO | 38,576 | $2K | 0.00% | |
| 84 | ADPAUTOMATIC DATA PROCESSING IN | 10,940 | $2K | 0.00% | |
| 85 | MGVVANGUARD WORLD FD | 29,670 | $2K | 0.00% | |
| 86 | ALSALLSTATE CORP | 25,105 | $2K | 0.00% | |
| 87 | CVSCVS HEALTH CORP | 35,720 | $2K | 0.00% | |
| 88 | DISDISNEY WALT CO | 24,305 | $2K | 0.00% | |
| 89 | COSTCOSTCO WHSL CORP NEW | 5,855 | $2K | 0.00% | |
| 90 | LOWLOWES COS INC | 13,896 | $2K | 0.00% | |
| 91 | NEENEXTERA ENERGY INC | 38,774 | $2K | 0.00% | |
| 92 | HONHONEYWELL INTL INC | 15,611 | $2K | 0.00% | |
| 93 | MSIMOTOROLA SOLUTIONS INC | 8,937 | $2K | 0.00% | |
| 94 | TJXTJX COS INC NEW | 16,622 | $1K | 0.00% | |
| 95 | NFLXNETFLIX INC | 3,544 | $1K | 0.00% | |
| 96 | NKENIKE INC | 9,846 | $1K | 0.00% | |
| 97 | PRUPRUDENTIAL FINL INC | 21,999 | $1K | 0.00% | |
| 98 | AEPAMERICAN ELEC PWR CO INC | 18,509 | $1K | 0.00% | |
| 99 | SBUXSTARBUCKS CORP | 12,137 | $1K | 0.00% | |
| 100 | CRMSALESFORCE INC | 8,885 | $1K | 0.00% |
Page 1 of 4Next