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 |
|---|---|---|---|---|---|
| 201 | KKRKKR & CO INC | 5,032 | $669.4M | 0.04% | |
| 202 | ITOTISHARES TR | 4,956 | $669.3M | 0.04% | |
| 203 | ENBENBRIDGE INC | 14,666 | $664.7M | 0.04% | |
| 204 | VDCVANGUARD WORLD FD | 3,028 | $663.1M | 0.04% | |
| 205 | MLB1MERCADOLIBRE INC | 254 | $662.6M | 0.04% | |
| 206 | UBERUBER TECHNOLOGIES INC | 7,049 | $657.7M | 0.04% | |
| 207 | VDEVANGUARD WORLD FD | 5,465 | $651.0M | 0.04% | |
| 208 | OROR ROYALTIES INC. | 25,225 | $648.5M | 0.04% | |
| 209 | IWPISHARES TR | 4,670 | $647.6M | 0.04% | |
| 210 | IDVOAMPLIFY ETF TR | 18,833 | $647.1M | 0.04% | |
| 211 | IBBISHARES TR | 5,081 | $642.8M | 0.04% | |
| 212 | ARWARROW ELECTRS INC | 4,905 | $625.0M | 0.04% | |
| 213 | VGSHVANGUARD SCOTTSDALE FDS | 10,390 | $610.7M | 0.04% | |
| 214 | BMYBRISTOL-MYERS SQUIBB CO | 13,180 | $610.1M | 0.04% | |
| 215 | MTBM & T BK CORP | 3,138 | $608.7M | 0.04% | |
| 216 | AMDADVANCED MICRO DEVICES INC | 4,285 | $608.0M | 0.04% | |
| 217 | EDCONSOLIDATED EDISON INC | 5,924 | $594.5M | 0.04% | |
| 218 | NVSNNOVARTIS AG | 4,847 | $586.5M | 0.04% | |
| 219 | IVWISHARES TR | 5,319 | $585.6M | 0.04% | |
| 220 | PJTPJT PARTNERS INC | 3,485 | $575.1M | 0.04% | |
| 221 | CMCSACOMCAST CORP NEW | 16,094 | $574.4M | 0.04% | |
| 222 | UPSUNITED PARCEL SERVICE INC | 5,671 | $572.4M | 0.04% | |
| 223 | OREALTY INCOME CORP | 9,881 | $569.2M | 0.04% | |
| 224 | ULUNILEVER PLC | 9,022 | $551.9M | 0.03% | |
| 225 | NOBLPROSHARES TR | 5,340 | $537.7M | 0.03% | |
| 226 | SCHWSCHWAB CHARLES CORP | 5,890 | $537.4M | 0.03% | |
| 227 | IWMISHARES TR | 2,466 | $532.1M | 0.03% | |
| 228 | NVONOVO-NORDISK A S | 7,595 | $524.2M | 0.03% | |
| 229 | ADIANALOG DEVICES INC | 2,157 | $513.4M | 0.03% | |
| 230 | XFEBFIRST TR EXCH TRADED FD III | 28,400 | $505.5M | 0.03% | |
| 231 | SHELSHELL PLC | 7,065 | $497.4M | 0.03% | |
| 232 | DDDUPONT DE NEMOURS INC | 7,106 | $487.4M | 0.03% | |
| 233 | IYRISHARES TR | 5,100 | $483.3M | 0.03% | |
| 234 | CHDCHURCH & DWIGHT CO INC | 5,000 | $480.6M | 0.03% | |
| 235 | PLDPROLOGIS INC. | 4,568 | $480.2M | 0.03% | |
| 236 | PDPINVESCO EXCHANGE TRADED FD T | 4,395 | $477.3M | 0.03% | |
| 237 | PFFISHARES TR | 15,160 | $465.1M | 0.03% | |
| 238 | WMBWILLIAMS COS INC | 7,313 | $459.3M | 0.03% | |
| 239 | PAYXPAYCHEX INC | 3,141 | $456.9M | 0.03% | |
| 240 | TELTE CONNECTIVITY PLC | 2,689 | $453.6M | 0.03% | |
| 241 | CHRCHURCHILL DOWNS INC | 4,400 | $444.4M | 0.03% | |
| 242 | AMATAPPLIED MATLS INC | 2,406 | $440.5M | 0.03% | |
| 243 | MSAMSA SAFETY INC | 2,595 | $434.7M | 0.03% | |
| 244 | ARKKARK ETF TR | 6,173 | $433.9M | 0.03% | |
| 245 | SWKSTANLEY BLACK & DECKER INC | 6,363 | $431.1M | 0.03% | |
| 246 | SHYISHARES TR | 5,167 | $428.1M | 0.03% | |
| 247 | IWYISHARES TR | 1,736 | $427.9M | 0.03% | |
| 248 | JGLOJ P MORGAN EXCHANGE TRADED F | 6,647 | $427.6M | 0.03% | |
| 249 | PVALPUTNAM ETF TRUST | 10,615 | $427.1M | 0.03% | |
| 250 | SMOTVANECK ETF TRUST | 12,208 | $424.8M | 0.03% | |
| 251 | NEE 6.926 09/01/25NEXTERA ENERGY INC | 10,645 | $423.0M | 0.03% | |
| 252 | NULGNUSHARES ETF TR | 4,487 | $421.5M | 0.03% | |
| 253 | MCHP 7.5 03/15/28MICROCHIP TECHNOLOGY INC. | 6,230 | $415.2M | 0.03% | |
| 254 | FTCSFIRST TR EXCHANGE-TRADED FD | 4,554 | $413.9M | 0.03% | |
| 255 | TTTRANE TECHNOLOGIES PLC | 936 | $409.4M | 0.03% | |
| 256 | GMGENERAL MTRS CO | 8,153 | $401.2M | 0.03% | |
| 257 | MGKVANGUARD WORLD FD | 1,088 | $398.4M | 0.02% | |
| 258 | ADMARCHER DANIELS MIDLAND CO | 7,486 | $395.1M | 0.02% | |
| 259 | DELLDELL TECHNOLOGIES INC | 3,219 | $394.6M | 0.02% | |
| 260 | DOWDOW INC | 14,889 | $394.3M | 0.02% | |
| 261 | FVALFIDELITY COVINGTON TRUST | 6,167 | $393.9M | 0.02% | |
| 262 | MIGAMICROSTRATEGY INC | 969 | $391.8M | 0.02% | |
| 263 | SCHASCHWAB STRATEGIC TR | 15,477 | $391.6M | 0.02% | |
| 264 | JAAAJANUS DETROIT STR TR | 7,630 | $387.2M | 0.02% | |
| 265 | CAECAE INC | 13,152 | $385.0M | 0.02% | |
| 266 | IWVISHARES TR | 1,087 | $381.6M | 0.02% | |
| 267 | AJGGALLAGHER ARTHUR J & CO | 1,192 | $381.6M | 0.02% | |
| 268 | PWRDTCW ETF TRUST | 4,200 | $378.7M | 0.02% | |
| 269 | VVVANGUARD INDEX FDS | 1,308 | $373.3M | 0.02% | |
| 270 | CBOECBOE GLOBAL MKTS INC | 1,600 | $373.1M | 0.02% | |
| 271 | IYHISHARES TR | 6,535 | $369.1M | 0.02% | |
| 272 | CWEN/ACLEARWAY ENERGY INC | 12,141 | $367.4M | 0.02% | |
| 273 | ESGVVANGUARD WORLD FD | 3,349 | $367.2M | 0.02% | |
| 274 | CGCARLYLE GROUP INC | 7,131 | $366.5M | 0.02% | |
| 275 | VBKVANGUARD INDEX FDS | 1,321 | $365.8M | 0.02% | |
| 276 | BSXBOSTON SCIENTIFIC CORP | 3,404 | $365.6M | 0.02% | |
| 277 | CITCINTAS CORP | 1,640 | $365.5M | 0.02% | |
| 278 | HOLXHOLOGIC INC | 5,500 | $358.4M | 0.02% | |
| 279 | MGMMGM RESORTS INTERNATIONAL | 10,380 | $357.0M | 0.02% | |
| 280 | HTGCHERCULES CAPITAL INC | 19,385 | $354.4M | 0.02% | |
| 281 | LAMRLAMAR ADVERTISING CO NEW | 2,837 | $344.3M | 0.02% | |
| 282 | IFFINTERNATIONAL FLAVORS&FRAGRA | 4,666 | $343.2M | 0.02% | |
| 283 | GRIDFIRST TR EXCHANGE TRADED FD | 2,458 | $341.7M | 0.02% | |
| 284 | MDTMEDTRONIC PLC | 3,910 | $340.8M | 0.02% | |
| 285 | CSXCSX CORP | 10,424 | $340.1M | 0.02% | |
| 286 | IEIISHARES TR | 2,837 | $337.9M | 0.02% | |
| 287 | NKENIKE INC | 4,601 | $326.9M | 0.02% | |
| 288 | WASHWASHINGTON TR BANCORP INC | 11,534 | $326.2M | 0.02% | |
| 289 | FSMBFIRST TR EXCH TRADED FD III | 16,374 | $325.9M | 0.02% | |
| 290 | QUALISHARES TR | 1,780 | $325.4M | 0.02% | |
| 291 | EPDENTERPRISE PRODS PARTNERS L | 10,492 | $325.4M | 0.02% | |
| 292 | RDVYFIRST TR EXCHANGE TRADED FD | 5,149 | $323.0M | 0.02% | |
| 293 | INTCINTEL CORP | 14,305 | $320.4M | 0.02% | |
| 294 | IWDISHARES TR | 1,620 | $314.7M | 0.02% | |
| 295 | SBCSABRA HEALTH CARE REIT INC | 16,882 | $311.3M | 0.02% | |
| 296 | BILSSPDR SERIES TRUST | 3,122 | $310.4M | 0.02% | |
| 297 | HSYHERSHEY CO | 1,869 | $310.2M | 0.02% | |
| 298 | MRSHMARSH & MCLENNAN COS INC | 1,411 | $308.5M | 0.02% | |
| 299 | RJFRAYMOND JAMES FINL INC | 2,005 | $307.5M | 0.02% | |
| 300 | XELXCEL ENERGY INC | 4,487 | $305.6M | 0.02% |