Principle Wealth Partners LLC Q3 2023 Filing
Filed November 1, 2023
Portfolio Value
$995.2B
Holdings
319
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (319 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 369,464 | $63K | 0.00% | |
| 2 | JPMJPMORGAN CHASE & CO | 353,381 | $51K | 0.00% | |
| 3 | VIGVANGUARD SPECIALIZED FUNDS | 258,273 | $40K | 0.00% | |
| 4 | MSFTMICROSOFT CORP | 107,685 | $34K | 0.00% | |
| 5 | SCHDSCHWAB STRATEGIC TR | 465,167 | $32K | 0.00% | |
| 6 | VUGVANGUARD INDEX FDS | 115,462 | $31K | 0.00% | |
| 7 | AMZNAMAZON COM INC | 158,191 | $20K | 0.00% | |
| 8 | JNJJOHNSON & JOHNSON | 110,478 | $17K | 0.00% | |
| 9 | MCDMCDONALDS CORP | 67,583 | $17K | 0.00% | |
| 10 | SMOTVANECK ETF TRUST | 583,519 | $16K | 0.00% | |
| 11 | AMGNAMGEN INC | 62,285 | $16K | 0.00% | |
| 12 | VTIVANGUARD INDEX FDS | 70,713 | $15K | 0.00% | |
| 13 | OFLXOMEGA FLEX INC | 192,275 | $15K | 0.00% | |
| 14 | FBNDFIDELITY MERRIMACK STR TR | 312,804 | $13K | 0.00% | |
| 15 | VYMVANGUARD WHITEHALL FDS | 127,385 | $13K | 0.00% | |
| 16 | VOOGVANGUARD ADMIRAL FDS INC | 50,110 | $12K | 0.00% | |
| 17 | HDHOME DEPOT INC | 39,510 | $11K | 0.00% | |
| 18 | GOOGLALPHABET INC | 87,576 | $11K | 0.00% | |
| 19 | PGPROCTER AND GAMBLE CO | 75,438 | $11K | 0.00% | |
| 20 | LQDWISHARES TR | 361,728 | $11K | 0.00% | |
| 21 | PFEPFIZER INC | 355,349 | $11K | 0.00% | |
| 22 | GOOGALPHABET INC | 87,895 | $11K | 0.00% | |
| 23 | CSCOCISCO SYS INC | 190,425 | $10K | 0.00% | |
| 24 | RTXRTX CORPORATION | 127,427 | $9K | 0.00% | |
| 25 | NVDANVIDIA CORPORATION | 22,984 | $9K | 0.00% | |
| 26 | SCHYSCHWAB STRATEGIC TR | 356,700 | $8K | 0.00% | |
| 27 | XOMEXXON MOBIL CORP | 71,923 | $8K | 0.00% | |
| 28 | VVISA INC | 38,072 | $8K | 0.00% | |
| 29 | ORCLORACLE CORP | 67,887 | $7K | 0.00% | |
| 30 | VOVANGUARD INDEX FDS | 35,591 | $7K | 0.00% | |
| 31 | SPYSPDR S&P 500 ETF TR | 17,465 | $7K | 0.00% | |
| 32 | BRK/BBERKSHIRE HATHAWAY INC DEL | 21,979 | $7K | 0.00% | |
| 33 | BABOEING CO | 38,852 | $7K | 0.00% | |
| 34 | IBMINTERNATIONAL BUSINESS MACHS | 55,994 | $7K | 0.00% | |
| 35 | VGTVANGUARD WORLD FDS | 17,064 | $7K | 0.00% | |
| 36 | MRKMERCK & CO INC | 70,274 | $7K | 0.00% | |
| 37 | IEIISHARES TR | 64,085 | $7K | 0.00% | |
| 38 | CATCATERPILLAR INC | 23,579 | $6K | 0.00% | |
| 39 | JPSTJ P MORGAN EXCHANGE TRADED F | 132,958 | $6K | 0.00% | |
| 40 | COPCONOCOPHILLIPS | 50,518 | $6K | 0.00% | |
| 41 | CVXCHEVRON CORP NEW | 36,389 | $6K | 0.00% | |
| 42 | XLGINVESCO EXCHANGE TRADED FD T | 198,013 | $6K | 0.00% | |
| 43 | GDGENERAL DYNAMICS CORP | 27,698 | $6K | 0.00% | |
| 44 | GSGOLDMAN SACHS GROUP INC | 19,829 | $6K | 0.00% | |
| 45 | INTCINTEL CORP | 175,078 | $6K | 0.00% | |
| 46 | IGVISHARES TR | 17,257 | $5K | 0.00% | |
| 47 | SPGPINVESCO EXCHANGE TRADED FD T | 62,679 | $5K | 0.00% | |
| 48 | SOSOUTHERN CO | 90,427 | $5K | 0.00% | |
| 49 | JEPIJ P MORGAN EXCHANGE TRADED F | 107,529 | $5K | 0.00% | |
| 50 | KMBKIMBERLY-CLARK CORP | 41,754 | $5K | 0.00% | |
| 51 | CITHE CIGNA GROUP | 14,433 | $4K | 0.00% | |
| 52 | KOCOCA COLA CO | 80,200 | $4K | 0.00% | |
| 53 | NDQINVESCO QQQ TR | 12,548 | $4K | 0.00% | |
| 54 | PEPPEPSICO INC | 29,094 | $4K | 0.00% | |
| 55 | MMM3M CO | 50,969 | $4K | 0.00% | |
| 56 | QCOMQUALCOMM INC | 43,372 | $4K | 0.00% | |
| 57 | CMICUMMINS INC | 17,635 | $4K | 0.00% | |
| 58 | XMHQINVESCO EXCHANGE TRADED FD T | 57,387 | $4K | 0.00% | |
| 59 | WMWASTE MGMT INC DEL | 26,958 | $4K | 0.00% | |
| 60 | TXNTEXAS INSTRS INC | 27,705 | $4K | 0.00% | |
| 61 | ODFLOLD DOMINION FREIGHT LINE IN | 10,883 | $4K | 0.00% | |
| 62 | SMHVANECK ETF TRUST | 27,732 | $4K | 0.00% | |
| 63 | DOWDOW INC | 86,530 | $4K | 0.00% | |
| 64 | TSLATESLA INC | 19,361 | $4K | 0.00% | |
| 65 | ABBVABBVIE INC | 33,267 | $4K | 0.00% | |
| 66 | PRUPRUDENTIAL FINL INC | 43,302 | $4K | 0.00% | |
| 67 | LLYELI LILLY & CO | 5,802 | $3K | 0.00% | |
| 68 | BACBANK AMERICA CORP | 114,699 | $3K | 0.00% | |
| 69 | EMREMERSON ELEC CO | 37,596 | $3K | 0.00% | |
| 70 | COSTCOSTCO WHSL CORP NEW | 5,841 | $3K | 0.00% | |
| 71 | TCAFT ROWE PRICE ETF INC | 134,644 | $3K | 0.00% | |
| 72 | JEPQJ P MORGAN EXCHANGE TRADED F | 75,594 | $3K | 0.00% | |
| 73 | BRK-BBERKSHIRE HATHAWAY INC DEL | 7 | $3K | 0.00% | |
| 74 | UNHUNITEDHEALTH GROUP INC | 7,411 | $3K | 0.00% | |
| 75 | HONHONEYWELL INTL INC | 16,371 | $3K | 0.00% | |
| 76 | BLKCHFBLACKROCK INC | 4,988 | $3K | 0.00% | |
| 77 | PSXPHILLIPS 66 | 26,240 | $3K | 0.00% | |
| 78 | 4I1PHILIP MORRIS INTL INC | 35,258 | $3K | 0.00% | |
| 79 | AQLTISHARES TR | 27,603 | $2K | 0.00% | |
| 80 | ALSALLSTATE CORP | 25,105 | $2K | 0.00% | |
| 81 | GEGENERAL ELECTRIC CO | 20,416 | $2K | 0.00% | |
| 82 | VGSHVANGUARD SCOTTSDALE FDS | 49,483 | $2K | 0.00% | |
| 83 | BXBLACKSTONE INC | 19,819 | $2K | 0.00% | |
| 84 | VXUSVANGUARD STAR FDS | 43,757 | $2K | 0.00% | |
| 85 | ADMARCHER DANIELS MIDLAND CO | 31,739 | $2K | 0.00% | |
| 86 | GISGENERAL MLS INC | 46,063 | $2K | 0.00% | |
| 87 | NSCNORFOLK SOUTHN CORP | 11,607 | $2K | 0.00% | |
| 88 | ACNACCENTURE PLC IRELAND | 7,413 | $2K | 0.00% | |
| 89 | MGVVANGUARD WORLD FD | 27,545 | $2K | 0.00% | |
| 90 | BACVERIZON COMMUNICATIONS INC | 83,554 | $2K | 0.00% | |
| 91 | XLVSELECT SECTOR SPDR TR | 21,446 | $2K | 0.00% | |
| 92 | ADPAUTOMATIC DATA PROCESSING IN | 10,745 | $2K | 0.00% | |
| 93 | VBVANGUARD INDEX FDS | 12,209 | $2K | 0.00% | |
| 94 | PNCPNC FINL SVCS GROUP INC | 22,926 | $2K | 0.00% | |
| 95 | VHTVANGUARD WORLD FDS | 10,394 | $2K | 0.00% | |
| 96 | VTVVANGUARD INDEX FDS | 16,001 | $2K | 0.00% | |
| 97 | VOOVANGUARD INDEX FDS | 5,130 | $2K | 0.00% | |
| 98 | SCHWSCHWAB CHARLES CORP | 51,612 | $2K | 0.00% | |
| 99 | LMTLOCKHEED MARTIN CORP | 7,091 | $2K | 0.00% | |
| 100 | METAMETA PLATFORMS INC | 9,045 | $2K | 0.00% |
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