Principle Wealth Partners LLC Q2 2023 Filing
Filed July 31, 2023
Portfolio Value
$995.1B
Holdings
321
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (321 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 371,427 | $72K | 0.00% | |
| 2 | JPMJPMORGAN CHASE & CO | 352,538 | $51K | 0.00% | |
| 3 | VIGVANGUARD SPECIALIZED FUNDS | 261,529 | $42K | 0.00% | |
| 4 | MSFTMICROSOFT CORP | 108,301 | $36K | 0.00% | |
| 5 | VUGVANGUARD INDEX FDS | 113,897 | $32K | 0.00% | |
| 6 | SCHDSCHWAB STRATEGIC TR | 389,974 | $28K | 0.00% | |
| 7 | IEIISHARES TR | 182,355 | $21K | 0.00% | |
| 8 | AMZNAMAZON COM INC | 156,958 | $20K | 0.00% | |
| 9 | OFLXOMEGA FLEX INC | 192,275 | $19K | 0.00% | |
| 10 | MCDMCDONALDS CORP | 62,289 | $18K | 0.00% | |
| 11 | JNJJOHNSON & JOHNSON | 106,481 | $17K | 0.00% | |
| 12 | PFEPFIZER INC | 416,055 | $15K | 0.00% | |
| 13 | AMGNAMGEN INC | 69,929 | $15K | 0.00% | |
| 14 | VYMVANGUARD WHITEHALL FDS | 133,277 | $14K | 0.00% | |
| 15 | FBNDFIDELITY MERRIMACK STR TR | 318,007 | $14K | 0.00% | |
| 16 | SMOTVANECK ETF TRUST | 466,247 | $13K | 0.00% | |
| 17 | HDHOME DEPOT INC | 39,222 | $12K | 0.00% | |
| 18 | RTXRAYTHEON TECHNOLOGIES CORP | 125,211 | $12K | 0.00% | |
| 19 | VOOGVANGUARD ADMIRAL FDS INC | 49,014 | $12K | 0.00% | |
| 20 | PGPROCTER AND GAMBLE CO | 76,160 | $11K | 0.00% | |
| 21 | GOOGALPHABET INC | 86,285 | $10K | 0.00% | |
| 22 | GOOGLALPHABET INC | 88,385 | $10K | 0.00% | |
| 23 | NVDANVIDIA CORPORATION | 25,614 | $10K | 0.00% | |
| 24 | VVISA INC | 38,427 | $9K | 0.00% | |
| 25 | CSCOCISCO SYS INC | 190,884 | $9K | 0.00% | |
| 26 | BABOEING CO | 38,848 | $8K | 0.00% | |
| 27 | VTIVANGUARD INDEX FDS | 37,749 | $8K | 0.00% | |
| 28 | SCHYSCHWAB STRATEGIC TR | 320,866 | $7K | 0.00% | |
| 29 | ORCLORACLE CORP | 67,064 | $7K | 0.00% | |
| 30 | VOVANGUARD INDEX FDS | 36,198 | $7K | 0.00% | |
| 31 | MRKMERCK & CO INC | 68,996 | $7K | 0.00% | |
| 32 | VGTVANGUARD WORLD FDS | 16,998 | $7K | 0.00% | |
| 33 | XOMEXXON MOBIL CORP | 71,207 | $7K | 0.00% | |
| 34 | IBMINTERNATIONAL BUSINESS MACHS | 55,634 | $7K | 0.00% | |
| 35 | BRK/BBERKSHIRE HATHAWAY INC DEL | 21,543 | $7K | 0.00% | |
| 36 | SPYSPDR S&P 500 ETF TR | 17,438 | $7K | 0.00% | |
| 37 | SOSOUTHERN CO | 90,471 | $6K | 0.00% | |
| 38 | INTCINTEL CORP | 193,442 | $6K | 0.00% | |
| 39 | GSGOLDMAN SACHS GROUP INC | 19,782 | $6K | 0.00% | |
| 40 | COPCONOCOPHILLIPS | 50,218 | $5K | 0.00% | |
| 41 | IGVISHARES TR | 17,342 | $5K | 0.00% | |
| 42 | CVXCHEVRON CORP NEW | 37,489 | $5K | 0.00% | |
| 43 | QCOMQUALCOMM INC | 42,753 | $5K | 0.00% | |
| 44 | KMBKIMBERLY-CLARK CORP | 41,629 | $5K | 0.00% | |
| 45 | GDGENERAL DYNAMICS CORP | 27,408 | $5K | 0.00% | |
| 46 | TSLATESLA INC | 19,346 | $5K | 0.00% | |
| 47 | PEPPEPSICO INC | 28,345 | $5K | 0.00% | |
| 48 | CATCATERPILLAR INC | 23,602 | $5K | 0.00% | |
| 49 | MMM3M CO | 51,010 | $5K | 0.00% | |
| 50 | CITHE CIGNA GROUP | 14,453 | $4K | 0.00% | |
| 51 | SMHVANECK ETF TRUST | 26,898 | $4K | 0.00% | |
| 52 | KOCOCA COLA CO | 79,170 | $4K | 0.00% | |
| 53 | NDQINVESCO QQQ TR | 12,141 | $4K | 0.00% | |
| 54 | ABBVABBVIE INC | 31,927 | $4K | 0.00% | |
| 55 | SPGPINVESCO EXCHANGE TRADED FD T | 48,936 | $4K | 0.00% | |
| 56 | DOWDOW INC | 85,642 | $4K | 0.00% | |
| 57 | CMICUMMINS INC | 17,635 | $4K | 0.00% | |
| 58 | ODFLOLD DOMINION FREIGHT LINE IN | 10,883 | $4K | 0.00% | |
| 59 | WMWASTE MGMT INC DEL | 26,897 | $4K | 0.00% | |
| 60 | TXNTEXAS INSTRS INC | 27,705 | $4K | 0.00% | |
| 61 | GISGENERAL MLS INC | 47,778 | $3K | 0.00% | |
| 62 | BLKCHFBLACKROCK INC | 4,734 | $3K | 0.00% | |
| 63 | MGVVANGUARD WORLD FD | 29,195 | $3K | 0.00% | |
| 64 | BACBANK AMERICA CORP | 116,684 | $3K | 0.00% | |
| 65 | EMREMERSON ELEC CO | 37,591 | $3K | 0.00% | |
| 66 | JEPQJ P MORGAN EXCHANGE TRADED F | 64,164 | $3K | 0.00% | |
| 67 | LMTLOCKHEED MARTIN CORP | 6,634 | $3K | 0.00% | |
| 68 | BACVERIZON COMMUNICATIONS INC | 92,057 | $3K | 0.00% | |
| 69 | PRUPRUDENTIAL FINL INC | 38,929 | $3K | 0.00% | |
| 70 | BRK-BBERKSHIRE HATHAWAY INC DEL | 7 | $3K | 0.00% | |
| 71 | LOWLOWES COS INC | 13,896 | $3K | 0.00% | |
| 72 | JPSTJ P MORGAN EXCHANGE TRADED F | 65,582 | $3K | 0.00% | |
| 73 | AQLTISHARES TR | 28,484 | $3K | 0.00% | |
| 74 | COSTCOSTCO WHSL CORP NEW | 5,905 | $3K | 0.00% | |
| 75 | UNHUNITEDHEALTH GROUP INC | 7,238 | $3K | 0.00% | |
| 76 | HONHONEYWELL INTL INC | 15,971 | $3K | 0.00% | |
| 77 | VGSHVANGUARD SCOTTSDALE FDS | 68,312 | $3K | 0.00% | |
| 78 | 4I1PHILIP MORRIS INTL INC | 34,944 | $3K | 0.00% | |
| 79 | NEENEXTERA ENERGY INC | 38,770 | $2K | 0.00% | |
| 80 | GEGENERAL ELECTRIC CO | 20,066 | $2K | 0.00% | |
| 81 | MSIMOTOROLA SOLUTIONS INC | 8,937 | $2K | 0.00% | |
| 82 | FSMBFIRST TR EXCH TRADED FD III | 101,909 | $2K | 0.00% | |
| 83 | METAMETA PLATFORMS INC | 8,695 | $2K | 0.00% | |
| 84 | SCHWSCHWAB CHARLES CORP | 51,466 | $2K | 0.00% | |
| 85 | DISDISNEY WALT CO | 23,967 | $2K | 0.00% | |
| 86 | ADPAUTOMATIC DATA PROCESSING IN | 10,745 | $2K | 0.00% | |
| 87 | XLVSELECT SECTOR SPDR TR | 21,363 | $2K | 0.00% | |
| 88 | VOOVANGUARD INDEX FDS | 5,129 | $2K | 0.00% | |
| 89 | ALSALLSTATE CORP | 25,105 | $2K | 0.00% | |
| 90 | TRVTRAVELERS COMPANIES INC | 16,471 | $2K | 0.00% | |
| 91 | LLYLILLY ELI & CO | 5,641 | $2K | 0.00% | |
| 92 | VBVANGUARD INDEX FDS | 10,681 | $2K | 0.00% | |
| 93 | NSCNORFOLK SOUTHN CORP | 11,604 | $2K | 0.00% | |
| 94 | VHTVANGUARD WORLD FDS | 10,534 | $2K | 0.00% | |
| 95 | PNCPNC FINL SVCS GROUP INC | 21,864 | $2K | 0.00% | |
| 96 | GWWGRAINGER W W INC | 2,821 | $2K | 0.00% | |
| 97 | XMHQINVESCO EXCHANGE TRADED FD T | 26,652 | $2K | 0.00% | |
| 98 | CVSCVS HEALTH CORP | 36,399 | $2K | 0.00% | |
| 99 | KELKELLOGG CO | 32,791 | $2K | 0.00% | |
| 100 | ADMARCHER DANIELS MIDLAND CO | 32,889 | $2K | 0.00% |
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