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 |
|---|---|---|---|---|---|
| 101 | LVHILEGG MASON ETF INVT | 94,233 | $3.1B | 0.22% | |
| 102 | XLVSELECT SECTOR SPDR TR | 19,171 | $2.8B | 0.20% | |
| 103 | GWWGRAINGER W W INC | 2,771 | $2.7B | 0.20% | |
| 104 | MAMASTERCARD INCORPORATED | 4,944 | $2.7B | 0.19% | |
| 105 | TFCTRUIST FINL CORP | 64,575 | $2.7B | 0.19% | |
| 106 | CVRTCALAMOS ETF TR | 92,612 | $2.6B | 0.19% | |
| 107 | VOOVANGUARD INDEX FDS | 5,050 | $2.6B | 0.19% | |
| 108 | NSCNORFOLK SOUTHN CORP | 10,865 | $2.6B | 0.18% | |
| 109 | CRMSALESFORCE INC | 9,259 | $2.5B | 0.18% | |
| 110 | NEENEXTERA ENERGY INC | 34,951 | $2.5B | 0.18% | |
| 111 | DISDISNEY WALT CO | 24,911 | $2.5B | 0.18% | |
| 112 | SDYSPDR SER TR | 17,963 | $2.4B | 0.17% | |
| 113 | AXPAMERICAN EXPRESS CO | 9,016 | $2.4B | 0.17% | |
| 114 | ASMLASML HOLDING N V | 3,621 | $2.4B | 0.17% | |
| 115 | PEOEXELON CORP | 51,005 | $2.4B | 0.17% | |
| 116 | VBVANGUARD INDEX FDS | 9,939 | $2.2B | 0.16% | |
| 117 | BACVERIZON COMMUNICATIONS INC | 45,714 | $2.1B | 0.15% | |
| 118 | CITHE CIGNA GROUP | 6,242 | $2.1B | 0.15% | |
| 119 | TJXTJX COS INC NEW | 15,783 | $1.9B | 0.14% | |
| 120 | VHTVANGUARD WORLD FD | 7,255 | $1.9B | 0.14% | |
| 121 | GEGE AEROSPACE | 9,536 | $1.9B | 0.14% | |
| 122 | ISRGINTUITIVE SURGICAL INC | 3,722 | $1.8B | 0.13% | |
| 123 | PLTRPALANTIR TECHNOLOGIES INC | 21,682 | $1.8B | 0.13% | |
| 124 | ETNEATON CORP PLC | 6,729 | $1.8B | 0.13% | |
| 125 | PHPARKER-HANNIFIN CORP | 2,884 | $1.8B | 0.13% | |
| 126 | XLKSELECT SECTOR SPDR TR | 8,477 | $1.8B | 0.13% | |
| 127 | IYWISHARES TR | 11,862 | $1.7B | 0.12% | |
| 128 | NOWSERVICENOW INC | 2,086 | $1.7B | 0.12% | |
| 129 | TMOTHERMO FISHER SCIENTIFIC INC | 3,237 | $1.6B | 0.12% | |
| 130 | CARRCARRIER GLOBAL CORPORATION | 25,389 | $1.6B | 0.12% | |
| 131 | WMTWALMART INC | 18,140 | $1.6B | 0.11% | |
| 132 | USBUS BANCORP DEL | 36,869 | $1.6B | 0.11% | |
| 133 | CVSCVS HEALTH CORP | 21,793 | $1.5B | 0.11% | |
| 134 | UNPUNION PAC CORP | 6,160 | $1.5B | 0.10% | |
| 135 | MKLMARKEL GROUP INC | 737 | $1.4B | 0.10% | |
| 136 | DWDMORGAN STANLEY | 11,640 | $1.4B | 0.10% | |
| 137 | BKBANK NEW YORK MELLON CORP | 15,852 | $1.3B | 0.10% | |
| 138 | AFLAFLAC INC | 11,739 | $1.3B | 0.09% | |
| 139 | VSTVISTRA CORP | 11,080 | $1.3B | 0.09% | |
| 140 | XLISELECT SECTOR SPDR TR | 9,857 | $1.3B | 0.09% | |
| 141 | PRFINVESCO EXCHANGE TRADED FD T | 30,570 | $1.2B | 0.09% | |
| 142 | DONWISDOMTREE TR | 24,795 | $1.2B | 0.09% | |
| 143 | ITWILLINOIS TOOL WKS INC | 4,815 | $1.2B | 0.09% | |
| 144 | OTISOTIS WORLDWIDE CORP | 11,227 | $1.2B | 0.08% | |
| 145 | VYMIVANGUARD WHITEHALL FDS | 15,570 | $1.1B | 0.08% | |
| 146 | VFHVANGUARD WORLD FD | 9,566 | $1.1B | 0.08% | |
| 147 | TPLTEXAS PACIFIC LAND CORPORATI | 854 | $1.1B | 0.08% | |
| 148 | SPLVINVESCO EXCH TRADED FD TR II | 14,836 | $1.1B | 0.08% | |
| 149 | DHRDANAHER CORPORATION | 5,401 | $1.1B | 0.08% | |
| 150 | ESEVERSOURCE ENERGY | 17,718 | $1.1B | 0.08% | |
| 151 | ELVELEVANCE HEALTH INC | 2,473 | $1.1B | 0.08% | |
| 152 | SBUXSTARBUCKS CORP | 10,861 | $1.1B | 0.08% | |
| 153 | WFCWELLS FARGO CO NEW | 14,680 | $1.1B | 0.08% | |
| 154 | ABTABBOTT LABS | 7,942 | $1.1B | 0.08% | |
| 155 | CBCHUBB LIMITED | 3,488 | $1.1B | 0.08% | |
| 156 | FISVFISERV INC | 4,763 | $1.1B | 0.08% | |
| 157 | VTVANGUARD INTL EQUITY INDEX F | 8,911 | $1.0B | 0.07% | |
| 158 | NOCNORTHROP GRUMMAN CORP | 2,004 | $1.0B | 0.07% | |
| 159 | IAU*ISHARES GOLD TR | 17,209 | $1.0B | 0.07% | |
| 160 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,063 | $1.0B | 0.07% | |
| 161 | ZTSZOETIS INC | 5,940 | $978.0M | 0.07% | |
| 162 | ADBEADOBE INC | 2,493 | $956.1M | 0.07% | |
| 163 | MOATVANECK ETF TRUST | 10,494 | $923.5M | 0.07% | |
| 164 | DIVOAMPLIFY ETF TR | 22,640 | $923.0M | 0.07% | |
| 165 | TROWPRICE T ROWE GROUP INC | 9,947 | $913.8M | 0.07% | |
| 166 | MEARISHARES U S ETF TR | 18,049 | $906.8M | 0.06% | |
| 167 | IJHISHARES TR | 15,093 | $880.7M | 0.06% | |
| 168 | XLESELECT SECTOR SPDR TR | 9,246 | $864.1M | 0.06% | |
| 169 | IPKWINVESCO EXCH TRADED FD TR II | 18,842 | $860.3M | 0.06% | |
| 170 | BMYBRISTOL-MYERS SQUIBB CO | 13,994 | $853.5M | 0.06% | |
| 171 | IVVISHARES TR | 1,496 | $840.6M | 0.06% | |
| 172 | MOALTRIA GROUP INC | 13,990 | $839.7M | 0.06% | |
| 173 | TAT&T INC | 29,530 | $835.1M | 0.06% | |
| 174 | INTUINTUIT | 1,328 | $815.9M | 0.06% | |
| 175 | SYKSTRYKER CORPORATION | 2,190 | $815.2M | 0.06% | |
| 176 | WPMWHEATON PRECIOUS METALS CORP | 10,346 | $803.2M | 0.06% | |
| 177 | DOWDOW INC | 22,720 | $793.4M | 0.06% | |
| 178 | RSPINVESCO EXCHANGE TRADED FD T | 4,492 | $778.3M | 0.06% | |
| 179 | BAC 7.25 PERP LBANK AMERICA CORP | 622 | $767.9M | 0.05% | |
| 180 | APDAIR PRODS & CHEMS INC | 2,583 | $762.1M | 0.05% | |
| 181 | IWFISHARES TR | 2,094 | $756.1M | 0.05% | |
| 182 | GQ9SPDR GOLD TR | 2,617 | $754.1M | 0.05% | |
| 183 | CTVACORTEVA INC | 11,968 | $753.2M | 0.05% | |
| 184 | MDLZMONDELEZ INTL INC | 10,841 | $735.6M | 0.05% | |
| 185 | PIDINVESCO EXCHANGE TRADED FD T | 38,262 | $729.7M | 0.05% | |
| 186 | UPSUNITED PARCEL SERVICE INC | 6,580 | $723.7M | 0.05% | |
| 187 | DSIISHARES TR | 7,047 | $721.7M | 0.05% | |
| 188 | VDEVANGUARD WORLD FD | 5,464 | $708.8M | 0.05% | |
| 189 | FULTFULTON FINL CORP PA | 38,646 | $699.1M | 0.05% | |
| 190 | FBTCFIDELITY WISE ORIGIN BITCOIN | 9,651 | $694.6M | 0.05% | |
| 191 | CLCOLGATE PALMOLIVE CO | 7,293 | $683.4M | 0.05% | |
| 192 | DGROISHARES TR | 10,853 | $670.5M | 0.05% | |
| 193 | VDCVANGUARD WORLD FD | 3,028 | $662.6M | 0.05% | |
| 194 | IBBISHARES TR | 5,160 | $660.0M | 0.05% | |
| 195 | OREUROSISKO GOLD ROYALTIES LTD | 31,225 | $659.5M | 0.05% | |
| 196 | EDCONSOLIDATED EDISON INC | 5,924 | $655.2M | 0.05% | |
| 197 | ENBENBRIDGE INC | 14,518 | $643.3M | 0.05% | |
| 198 | SPYDSPDR SER TR | 14,515 | $642.4M | 0.05% | |
| 199 | AMTAMERICAN TOWER CORP NEW | 2,937 | $639.1M | 0.05% | |
| 200 | XLFSELECT SECTOR SPDR TR | 12,761 | $635.7M | 0.05% |