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)

#StockSharesValue% PortfolioType
101
GWWGRAINGER W W INC
2,771$2.9B0.18%
102
AXPAMERICAN EXPRESS CO
8,826$2.8B0.18%
103
PEPPEPSICO INC
21,161$2.8B0.17%
104
NSCNORFOLK SOUTHN CORP
10,869$2.8B0.17%
105
TFCTRUIST FINL CORP
63,046$2.7B0.17%
106
SDYSPDR SERIES TRUST
19,913$2.7B0.17%
107
CRMSALESFORCE INC
9,641$2.6B0.16%
108
XLVSELECT SECTOR SPDR TR
18,916$2.5B0.16%
109
NEENEXTERA ENERGY INC
35,757$2.5B0.16%
110
GEGE AEROSPACE
9,548$2.5B0.15%
111
ETNEATON CORP PLC
6,749$2.4B0.15%
112
VBVANGUARD INDEX FDS
9,694$2.3B0.14%
113
PEOEXELON CORP
51,005$2.2B0.14%
114
PHPARKER-HANNIFIN CORP
3,162$2.2B0.14%
115
XLKSELECT SECTOR SPDR TR
8,503$2.2B0.13%
116
NOWSERVICENOW INC
2,068$2.1B0.13%
117
TJXTJX COS INC NEW
16,818$2.1B0.13%
118
CITHE CIGNA GROUP
6,251$2.1B0.13%
119
ISRGINTUITIVE SURGICAL INC
3,736$2.0B0.13%
120
WMTWALMART INC
20,558$2.0B0.13%
121
IYWISHARES TR
11,588$2.0B0.13%
122
BACVERIZON COMMUNICATIONS INC
45,298$2.0B0.12%
123
CARRCARRIER GLOBAL CORPORATION
25,199$1.8B0.12%
124
VHTVANGUARD WORLD FD
7,068$1.8B0.11%
125
DWDMORGAN STANLEY
11,664$1.6B0.10%
126
GISGENERAL MLS INC
29,798$1.5B0.10%
127
BKBANK NEW YORK MELLON CORP
16,787$1.5B0.10%
128
CVSCVS HEALTH CORP
21,836$1.5B0.09%
129
TMOTHERMO FISHER SCIENTIFIC INC
3,713$1.5B0.09%
130
MKLMARKEL GROUP INC
737$1.5B0.09%
131
XLISELECT SECTOR SPDR TR
9,852$1.5B0.09%
132
USBUS BANCORP DEL
31,619$1.4B0.09%
133
VYMIVANGUARD WHITEHALL FDS
17,830$1.4B0.09%
134
UNPUNION PAC CORP
6,053$1.4B0.09%
135
TSMTAIWAN SEMICONDUCTOR MFG LTD
6,118$1.4B0.09%
136
AVGOBROADCOM INC
4,861$1.3B0.08%
137
VOTVANGUARD INDEX FDS
4,591$1.3B0.08%
138
PRFINVESCO EXCHANGE TRADED FD T
30,570$1.3B0.08%
139
DIVOAMPLIFY ETF TR
30,208$1.3B0.08%
140
DONWISDOMTREE TR
24,795$1.2B0.08%
141
VFHVANGUARD WORLD FD
9,566$1.2B0.08%
142
ITWILLINOIS TOOL WKS INC
4,815$1.2B0.07%
143
WFCWELLS FARGO CO NEW
14,720$1.2B0.07%
144
IAU*ISHARES GOLD TR
18,557$1.2B0.07%
145
TPLTEXAS PACIFIC LAND CORPORATI
1,095$1.2B0.07%
146
VTVANGUARD INTL EQUITY INDEX F
8,911$1.1B0.07%
147
AFLAFLAC INC
10,774$1.1B0.07%
148
ESEVERSOURCE ENERGY
17,798$1.1B0.07%
149
GEVGE VERNOVA INC
2,139$1.1B0.07%
150
NOCNORTHROP GRUMMAN CORP
2,263$1.1B0.07%
151
IJRISHARES TR
10,285$1.1B0.07%
152
OTISOTIS WORLDWIDE CORP
11,227$1.1B0.07%
153
FBTCFIDELITY WISE ORIGIN BITCOIN
11,823$1.1B0.07%
154
IVVISHARES TR
1,757$1.1B0.07%
155
INTUINTUIT
1,379$1.1B0.07%
156
PYPLPAYPAL HLDGS INC
14,575$1.1B0.07%
157
SPLVINVESCO EXCH TRADED FD TR II
14,837$1.1B0.07%
158
ZTSZOETIS INC
6,913$1.1B0.07%
159
ABTABBOTT LABS
7,856$1.1B0.07%
160
DHRDANAHER CORPORATION
5,176$1.0B0.06%
161
CBCHUBB LIMITED
3,487$1.0B0.06%
162
ADBEADOBE INC
2,565$992.3M0.06%
163
ELVELEVANCE HEALTH INC
2,499$972.0M0.06%
164
MOATVANECK ETF TRUST
10,294$965.5M0.06%
165
SBUXSTARBUCKS CORP
10,376$950.8M0.06%
166
IWFISHARES TR
2,234$948.5M0.06%
167
IJHISHARES TR
15,093$936.1M0.06%
168
TAT&T INC
32,035$927.1M0.06%
169
CTVACORTEVA INC
11,974$892.4M0.06%
170
TROWPRICE T ROWE GROUP INC
9,125$880.6M0.05%
171
IPKWINVESCO EXCH TRADED FD TR II
18,072$879.2M0.05%
172
SPYDSPDR SERIES TRUST
20,665$877.0M0.05%
173
ACNACCENTURE PLC IRELAND
2,929$875.4M0.05%
174
SYKSTRYKER CORPORATION
2,205$872.4M0.05%
175
GQ9SPDR GOLD TR
2,720$829.2M0.05%
176
MOALTRIA GROUP INC
14,105$827.0M0.05%
177
FISVFISERV INC
4,792$826.2M0.05%
178
RSPINVESCO EXCHANGE TRADED FD T
4,499$817.7M0.05%
179
DSIISHARES TR
6,887$800.0M0.05%
180
BAC 7.25 PERP LBANK AMERICA CORP
647$784.8M0.05%
181
PIDINVESCO EXCHANGE TRADED FD T
38,262$784.4M0.05%
182
SOXXISHARES TR
3,199$763.5M0.05%
183
CRWDCROWDSTRIKE HLDGS INC
1,484$755.8M0.05%
184
WPMWHEATON PRECIOUS METALS CORP
8,346$749.5M0.05%
185
CLCOLGATE PALMOLIVE CO
8,188$744.3M0.05%
186
MDLZMONDELEZ INTL INC
10,842$731.2M0.05%
187
APDAIR PRODS & CHEMS INC
2,584$728.8M0.05%
188
LINLINDE PLC
1,546$725.4M0.05%
189
XLFSELECT SECTOR SPDR TR
13,635$714.1M0.04%
190
CMECME GROUP INC
2,586$712.8M0.04%
191
DGROISHARES TR
11,145$712.6M0.04%
192
FULTFULTON FINL CORP PA
38,646$697.2M0.04%
193
SPYGSPDR SERIES TRUST
7,277$693.6M0.04%
194
XLESELECT SECTOR SPDR TR
8,142$690.6M0.04%
195
AMTAMERICAN TOWER CORP NEW
3,117$688.9M0.04%
196
IJTISHARES TR
5,157$686.0M0.04%
197
SPGIS&P GLOBAL INC
1,297$684.0M0.04%
198
DEDEERE & CO
1,342$682.4M0.04%
199
IWSISHARES TR
5,155$681.2M0.04%
200
VOEVANGUARD INDEX FDS
4,126$678.6M0.04%
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