Principle Wealth Partners LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$1.4T
Holdings
340
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (340 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JPMJPMORGAN CHASE & CO. | 351,908 | $86.3B | 6.17% | |
| 2 | AAPLAPPLE INC | 368,031 | $81.8B | 5.84% | |
| 3 | XLGINVESCO EXCHANGE TRADED FD T | 1,449,886 | $66.7B | 4.77% | |
| 4 | VIGVANGUARD SPECIALIZED FUNDS | 242,690 | $47.1B | 3.37% | |
| 5 | VUGVANGUARD INDEX FDS | 124,542 | $46.2B | 3.30% | |
| 6 | MSFTMICROSOFT CORP | 108,862 | $40.9B | 2.92% | |
| 7 | IJRISHARES TR | 285,183 | $29.8B | 2.13% | |
| 8 | AMZNAMAZON COM INC | 152,084 | $28.9B | 2.07% | |
| 9 | SCHDSCHWAB STRATEGIC TR | 947,851 | $26.5B | 1.89% | |
| 10 | SMOTVANECK ETF TRUST | 806,266 | $26.4B | 1.89% | |
| 11 | SMTHALPS ETF TR | 997,835 | $25.8B | 1.85% | |
| 12 | NVDANVIDIA CORPORATION | 234,363 | $25.4B | 1.82% | |
| 13 | VTIVANGUARD INDEX FDS | 84,814 | $23.3B | 1.67% | |
| 14 | BKDVBNY MELLON ETF TRUST II | 911,018 | $23.0B | 1.65% | |
| 15 | MCDMCDONALDS CORP | 67,645 | $21.1B | 1.51% | |
| 16 | JNJJOHNSON & JOHNSON | 112,414 | $18.6B | 1.33% | |
| 17 | VOOGVANGUARD ADMIRAL FDS INC | 53,815 | $18.0B | 1.29% | |
| 18 | RTXRTX CORPORATION | 122,307 | $16.2B | 1.16% | |
| 19 | VYMVANGUARD WHITEHALL FDS | 120,283 | $15.5B | 1.11% | |
| 20 | FMHIFIRST TR EXCH TRADED FD III | 317,181 | $15.2B | 1.08% | |
| 21 | GOOGALPHABET INC | 95,819 | $15.0B | 1.07% | |
| 22 | SMHVANECK ETF TRUST | 70,695 | $15.0B | 1.07% | |
| 23 | HDHOME DEPOT INC | 39,373 | $14.4B | 1.03% | |
| 24 | IBMINTERNATIONAL BUSINESS MACHS | 55,905 | $13.9B | 0.99% | |
| 25 | GOOGLALPHABET INC | 89,806 | $13.9B | 0.99% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 25,053 | $13.3B | 0.95% | |
| 27 | VVISA INC | 37,529 | $13.2B | 0.94% | |
| 28 | PGPROCTER AND GAMBLE CO | 73,066 | $12.5B | 0.89% | |
| 29 | CGGOCAPITAL GROUP GBL GROWTH EQT | 433,951 | $12.3B | 0.88% | |
| 30 | SPGPINVESCO EXCHANGE TRADED FD T | 119,466 | $11.9B | 0.85% | |
| 31 | JMSTJ P MORGAN EXCHANGE TRADED F | 234,414 | $11.9B | 0.85% | |
| 32 | CSCOCISCO SYS INC | 193,143 | $11.9B | 0.85% | |
| 33 | TCAFT ROWE PRICE ETF INC | 329,088 | $10.6B | 0.76% | |
| 34 | GSGOLDMAN SACHS GROUP INC | 18,871 | $10.3B | 0.74% | |
| 35 | SPYSPDR S&P 500 ETF TR | 18,180 | $10.2B | 0.73% | |
| 36 | AMGNAMGEN INC | 32,564 | $10.1B | 0.73% | |
| 37 | SOSOUTHERN CO | 104,922 | $9.6B | 0.69% | |
| 38 | VGTVANGUARD WORLD FD | 17,761 | $9.6B | 0.69% | |
| 39 | ORCLORACLE CORP | 61,887 | $8.7B | 0.62% | |
| 40 | XOMEXXON MOBIL CORP | 71,728 | $8.5B | 0.61% | |
| 41 | IGVISHARES TR | 92,111 | $8.2B | 0.59% | |
| 42 | VOVANGUARD INDEX FDS | 31,541 | $8.2B | 0.58% | |
| 43 | GDGENERAL DYNAMICS CORP | 28,017 | $7.6B | 0.55% | |
| 44 | CATCATERPILLAR INC | 21,547 | $7.1B | 0.51% | |
| 45 | JEPIJ P MORGAN EXCHANGE TRADED F | 121,828 | $7.0B | 0.50% | |
| 46 | ABBVABBVIE INC | 33,136 | $6.9B | 0.50% | |
| 47 | OFLXOMEGA FLEX INC | 192,275 | $6.7B | 0.48% | |
| 48 | MRKMERCK & CO INC | 74,058 | $6.6B | 0.48% | |
| 49 | XMHQINVESCO EXCHANGE TRADED FD T | 72,159 | $6.6B | 0.47% | |
| 50 | MMM3M CO | 44,771 | $6.6B | 0.47% | |
| 51 | CVXCHEVRON CORP NEW | 38,777 | $6.5B | 0.46% | |
| 52 | METAMETA PLATFORMS INC | 11,237 | $6.5B | 0.46% | |
| 53 | QCOMQUALCOMM INC | 40,825 | $6.3B | 0.45% | |
| 54 | NDQINVESCO QQQ TR | 13,185 | $6.2B | 0.44% | |
| 55 | JEPQJ P MORGAN EXCHANGE TRADED F | 117,543 | $6.1B | 0.44% | |
| 56 | KMBKIMBERLY-CLARK CORP | 42,734 | $6.1B | 0.43% | |
| 57 | KOCOCA COLA CO | 84,121 | $6.0B | 0.43% | |
| 58 | BRK-BBERKSHIRE HATHAWAY INC DEL | 7 | $5.6B | 0.40% | |
| 59 | WMWASTE MGMT INC DEL | 24,005 | $5.6B | 0.40% | |
| 60 | 4I1PHILIP MORRIS INTL INC | 34,696 | $5.5B | 0.39% | |
| 61 | LLYELI LILLY & CO | 6,616 | $5.5B | 0.39% | |
| 62 | BLKBLACKROCK INC | 5,729 | $5.4B | 0.39% | |
| 63 | CMICUMMINS INC | 16,812 | $5.3B | 0.38% | |
| 64 | COSTCOSTCO WHSL CORP NEW | 5,545 | $5.2B | 0.37% | |
| 65 | ALSALLSTATE CORP | 25,105 | $5.2B | 0.37% | |
| 66 | AQLTISHARES TR | 38,398 | $5.2B | 0.37% | |
| 67 | TXNTEXAS INSTRS INC | 28,604 | $5.1B | 0.37% | |
| 68 | TSLATESLA INC | 19,040 | $4.9B | 0.35% | |
| 69 | DUKDUKE ENERGY CORP NEW | 40,236 | $4.9B | 0.35% | |
| 70 | BACBANK AMERICA CORP | 115,335 | $4.8B | 0.34% | |
| 71 | PRUPRUDENTIAL FINL INC | 42,294 | $4.7B | 0.34% | |
| 72 | PANWPALO ALTO NETWORKS INC | 26,144 | $4.5B | 0.32% | |
| 73 | MGVVANGUARD WORLD FD | 34,535 | $4.4B | 0.32% | |
| 74 | PFEPFIZER INC | 173,876 | $4.4B | 0.31% | |
| 75 | PEPPEPSICO INC | 29,320 | $4.4B | 0.31% | |
| 76 | JPSTJ P MORGAN EXCHANGE TRADED F | 85,493 | $4.3B | 0.31% | |
| 77 | TRVTRAVELERS COMPANIES INC | 15,997 | $4.2B | 0.30% | |
| 78 | ITA*ISHARES TR | 27,330 | $4.2B | 0.30% | |
| 79 | FDVVFIDELITY COVINGTON TRUST | 81,664 | $4.1B | 0.29% | |
| 80 | EMREMERSON ELEC CO | 36,792 | $4.0B | 0.29% | |
| 81 | UNHUNITEDHEALTH GROUP INC | 7,614 | $4.0B | 0.29% | |
| 82 | PNCPNC FINL SVCS GROUP INC | 22,433 | $3.9B | 0.28% | |
| 83 | MSIMOTOROLA SOLUTIONS INC | 8,937 | $3.9B | 0.28% | |
| 84 | COPCONOCOPHILLIPS | 37,255 | $3.9B | 0.28% | |
| 85 | AEPAMERICAN ELEC PWR CO INC | 35,255 | $3.9B | 0.28% | |
| 86 | ODFLOLD DOMINION FREIGHT LINE IN | 21,808 | $3.6B | 0.26% | |
| 87 | NFLXNETFLIX INC | 3,834 | $3.6B | 0.26% | |
| 88 | ACNACCENTURE PLC IRELAND | 11,089 | $3.5B | 0.25% | |
| 89 | DDOMINION ENERGY INC | 61,534 | $3.5B | 0.25% | |
| 90 | HONHONEYWELL INTL INC | 16,259 | $3.4B | 0.25% | |
| 91 | BABOEING CO | 19,500 | $3.3B | 0.24% | |
| 92 | BXBLACKSTONE INC | 23,782 | $3.3B | 0.24% | |
| 93 | IJTISHARES TR | 26,118 | $3.3B | 0.23% | |
| 94 | VTVVANGUARD INDEX FDS | 18,736 | $3.2B | 0.23% | |
| 95 | PSXPHILLIPS 66 | 26,204 | $3.2B | 0.23% | |
| 96 | LMTLOCKHEED MARTIN CORP | 7,209 | $3.2B | 0.23% | |
| 97 | LOWLOWES COS INC | 13,698 | $3.2B | 0.23% | |
| 98 | ADPAUTOMATIC DATA PROCESSING IN | 10,327 | $3.2B | 0.23% | |
| 99 | VXUSVANGUARD STAR FDS | 49,358 | $3.1B | 0.22% | |
| 100 | GISGENERAL MLS INC | 51,229 | $3.1B | 0.22% |
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