Principle Wealth Partners LLC Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$1.6T
Holdings
358
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (358 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XLGINVESCO EXCHANGE TRADED FD T | 2,682,223 | $139.7B | 8.73% | |
| 2 | JPMJPMORGAN CHASE & CO. | 355,616 | $103.1B | 6.44% | |
| 3 | BKDVBNY MELLON ETF TRUST II | 3,607,616 | $96.0B | 6.00% | |
| 4 | AAPLAPPLE INC | 376,641 | $77.3B | 4.83% | |
| 5 | VUGVANGUARD INDEX FDS | 127,637 | $56.0B | 3.49% | |
| 6 | MSFTMICROSOFT CORP | 112,017 | $55.7B | 3.48% | |
| 7 | VIGVANGUARD SPECIALIZED FUNDS | 243,543 | $49.8B | 3.11% | |
| 8 | NVDANVIDIA CORPORATION | 294,002 | $46.4B | 2.90% | |
| 9 | AMZNAMAZON COM INC | 161,377 | $35.4B | 2.21% | |
| 10 | VTIVANGUARD INDEX FDS | 84,774 | $25.8B | 1.61% | |
| 11 | SCHDSCHWAB STRATEGIC TR | 950,714 | $25.2B | 1.57% | |
| 12 | VOOGVANGUARD ADMIRAL FDS INC | 55,483 | $22.0B | 1.37% | |
| 13 | SMTHALPS ETF TR | 785,243 | $20.3B | 1.27% | |
| 14 | MCDMCDONALDS CORP | 68,208 | $19.9B | 1.24% | |
| 15 | SMHVANECK ETF TRUST | 63,913 | $17.8B | 1.11% | |
| 16 | RTXRTX CORPORATION | 121,828 | $17.8B | 1.11% | |
| 17 | GOOGALPHABET INC | 96,407 | $17.1B | 1.07% | |
| 18 | JNJJOHNSON & JOHNSON | 111,234 | $17.0B | 1.06% | |
| 19 | IBMINTERNATIONAL BUSINESS MACHS | 56,295 | $16.6B | 1.04% | |
| 20 | GOOGLALPHABET INC | 94,138 | $16.6B | 1.04% | |
| 21 | VYMVANGUARD WHITEHALL FDS | 119,932 | $16.0B | 1.00% | |
| 22 | HDHOME DEPOT INC | 40,790 | $15.0B | 0.93% | |
| 23 | VVISA INC | 39,437 | $14.0B | 0.87% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 28,482 | $13.8B | 0.86% | |
| 25 | FMHIFIRST TR EXCH TRADED FD III | 295,682 | $13.8B | 0.86% | |
| 26 | GSGOLDMAN SACHS GROUP INC | 19,080 | $13.5B | 0.84% | |
| 27 | CSCOCISCO SYS INC | 192,456 | $13.4B | 0.83% | |
| 28 | ORCLORACLE CORP | 60,008 | $13.1B | 0.82% | |
| 29 | SPGPINVESCO EXCHANGE TRADED FD T | 112,944 | $12.2B | 0.76% | |
| 30 | TCAFT ROWE PRICE ETF INC | 334,480 | $11.8B | 0.74% | |
| 31 | PGPROCTER AND GAMBLE CO | 73,203 | $11.7B | 0.73% | |
| 32 | VGTVANGUARD WORLD FD | 17,468 | $11.6B | 0.72% | |
| 33 | METAMETA PLATFORMS INC | 15,642 | $11.5B | 0.72% | |
| 34 | SPYSPDR S&P 500 ETF TR | 18,190 | $11.2B | 0.70% | |
| 35 | JMSTJ P MORGAN EXCHANGE TRADED F | 197,265 | $10.0B | 0.63% | |
| 36 | SOSOUTHERN CO | 104,317 | $9.6B | 0.60% | |
| 37 | IGVISHARES TR | 83,830 | $9.2B | 0.57% | |
| 38 | XOMEXXON MOBIL CORP | 80,825 | $8.7B | 0.54% | |
| 39 | VOVANGUARD INDEX FDS | 30,916 | $8.7B | 0.54% | |
| 40 | AMGNAMGEN INC | 30,358 | $8.5B | 0.53% | |
| 41 | CATCATERPILLAR INC | 21,240 | $8.2B | 0.51% | |
| 42 | GDGENERAL DYNAMICS CORP | 27,693 | $8.1B | 0.50% | |
| 43 | JEPQJ P MORGAN EXCHANGE TRADED F | 142,058 | $7.7B | 0.48% | |
| 44 | CVXCHEVRON CORP NEW | 53,001 | $7.6B | 0.47% | |
| 45 | NDQINVESCO QQQ TR | 13,238 | $7.3B | 0.46% | |
| 46 | TSLATESLA INC | 22,925 | $7.3B | 0.45% | |
| 47 | XMHQINVESCO EXCHANGE TRADED FD T | 67,824 | $6.7B | 0.42% | |
| 48 | MMM3M CO | 43,624 | $6.6B | 0.41% | |
| 49 | QCOMQUALCOMM INC | 40,511 | $6.5B | 0.40% | |
| 50 | JEPIJ P MORGAN EXCHANGE TRADED F | 111,704 | $6.4B | 0.40% | |
| 51 | 4I1PHILIP MORRIS INTL INC | 34,423 | $6.3B | 0.39% | |
| 52 | OFLXOMEGA FLEX INC | 192,275 | $6.2B | 0.39% | |
| 53 | ABBVABBVIE INC | 32,803 | $6.1B | 0.38% | |
| 54 | MRKMERCK & CO INC | 76,755 | $6.1B | 0.38% | |
| 55 | COSTCOSTCO WHSL CORP NEW | 6,043 | $6.0B | 0.37% | |
| 56 | TXNTEXAS INSTRS INC | 28,630 | $5.9B | 0.37% | |
| 57 | KOCOCA COLA CO | 83,771 | $5.9B | 0.37% | |
| 58 | PANWPALO ALTO NETWORKS INC | 28,656 | $5.9B | 0.37% | |
| 59 | BLKBLACKROCK INC | 5,585 | $5.9B | 0.37% | |
| 60 | AQLTISHARES TR | 43,065 | $5.7B | 0.36% | |
| 61 | KMBKIMBERLY-CLARK CORP | 42,797 | $5.5B | 0.34% | |
| 62 | BACBANK AMERICA CORP | 115,692 | $5.5B | 0.34% | |
| 63 | WMWASTE MGMT INC DEL | 23,893 | $5.5B | 0.34% | |
| 64 | CMICUMMINS INC | 16,292 | $5.3B | 0.33% | |
| 65 | EMREMERSON ELEC CO | 39,528 | $5.3B | 0.33% | |
| 66 | LLYELI LILLY & CO | 6,755 | $5.3B | 0.33% | |
| 67 | JPSTJ P MORGAN EXCHANGE TRADED F | 103,347 | $5.2B | 0.33% | |
| 68 | NFLXNETFLIX INC | 3,855 | $5.2B | 0.32% | |
| 69 | ALSALLSTATE CORP | 25,110 | $5.1B | 0.32% | |
| 70 | ITA*ISHARES TR | 26,332 | $5.0B | 0.31% | |
| 71 | BXBLACKSTONE INC | 32,061 | $4.8B | 0.30% | |
| 72 | DUKDUKE ENERGY CORP NEW | 38,949 | $4.6B | 0.29% | |
| 73 | MGVVANGUARD WORLD FD | 34,790 | $4.6B | 0.29% | |
| 74 | PRUPRUDENTIAL FINL INC | 42,333 | $4.5B | 0.28% | |
| 75 | BRK-BBERKSHIRE HATHAWAY INC DEL | 6 | $4.4B | 0.27% | |
| 76 | PNCPNC FINL SVCS GROUP INC | 23,423 | $4.4B | 0.27% | |
| 77 | UNHUNITEDHEALTH GROUP INC | 13,744 | $4.3B | 0.27% | |
| 78 | FDVVFIDELITY COVINGTON TRUST | 81,360 | $4.2B | 0.26% | |
| 79 | TRVTRAVELERS COMPANIES INC | 15,377 | $4.1B | 0.26% | |
| 80 | BABOEING CO | 19,536 | $4.1B | 0.26% | |
| 81 | PFEPFIZER INC | 163,543 | $4.0B | 0.25% | |
| 82 | MSIMOTOROLA SOLUTIONS INC | 8,937 | $3.8B | 0.23% | |
| 83 | HONHONEYWELL INTL INC | 15,949 | $3.7B | 0.23% | |
| 84 | ODFLOLD DOMINION FREIGHT LINE IN | 21,733 | $3.5B | 0.22% | |
| 85 | AEPAMERICAN ELEC PWR CO INC | 33,844 | $3.5B | 0.22% | |
| 86 | VXUSVANGUARD STAR FDS | 49,358 | $3.4B | 0.21% | |
| 87 | LMTLOCKHEED MARTIN CORP | 7,288 | $3.4B | 0.21% | |
| 88 | PLTRPALANTIR TECHNOLOGIES INC | 24,554 | $3.3B | 0.21% | |
| 89 | COPCONOCOPHILLIPS | 37,248 | $3.3B | 0.21% | |
| 90 | ASMLASML HOLDING N V | 4,157 | $3.3B | 0.21% | |
| 91 | MAMASTERCARD INCORPORATED | 5,928 | $3.3B | 0.21% | |
| 92 | VTVVANGUARD INDEX FDS | 18,697 | $3.3B | 0.21% | |
| 93 | ADPAUTOMATIC DATA PROCESSING IN | 10,331 | $3.2B | 0.20% | |
| 94 | DDOMINION ENERGY INC | 56,369 | $3.2B | 0.20% | |
| 95 | VOOVANGUARD INDEX FDS | 5,561 | $3.2B | 0.20% | |
| 96 | PSXPHILLIPS 66 | 26,204 | $3.1B | 0.20% | |
| 97 | LVHILEGG MASON ETF INVT | 93,961 | $3.1B | 0.19% | |
| 98 | LOWLOWES COS INC | 13,696 | $3.0B | 0.19% | |
| 99 | DISDISNEY WALT CO | 24,492 | $3.0B | 0.19% | |
| 100 | VSTVISTRA CORP | 15,030 | $2.9B | 0.18% |
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