Principle Wealth Partners LLC Q4 2021 Filing
Filed February 11, 2022
Portfolio Value
$952.4M
Holdings
319
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (319 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $69.3M |
VUGVANGUARD GROWTH INDEX FUND | $60.0M |
JPMJPMORGAN CHASE & CO COM | $53.0M |
VIGVANGUARD DIVIDEND APPRECIATION INDEX FUND | $47.5M |
MSFTMICROSOFT CORP COM | $34.6M |
OFLXOMEGA FLEX INC COM | $34.3M |
PFEPFIZER INC COM | $25.2M |
AMZNAMAZON COM INC COM | $23.2M |
JNJJOHNSON & JOHNSON COM | $18.4M |
VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $16.8M |
AMGNAMGEN INC COM | $15.8M |
HDHOME DEPOT INC COM | $15.6M |
VYMVANGUARD HIGH DIVIDEND YIELD ETF | $15.4M |
GOOGLALPHABET INC CAP STK CL A | $12.9M |
PGPROCTER AND GAMBLE CO COM | $12.6M |
GOOGALPHABET INC CAP STK CL C | $11.9M |
INTCINTEL CORP COM | $11.7M |
RTXRAYTHEON TECHNOLOGIES CORP COM | $11.1M |
CSCOCISCO SYS INC COM | $10.5M |
BABOEING CO COM | $9.5M |
VOOGVANGUARD S&P 500 GROWTH ETF | $8.5M |
VVISA INC COM CL A | $8.1M |
MCDMCDONALDS CORP COM | $7.5M |
SOSOUTHERN CO COM | $6.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | $6.5M |
SPYSPDR S&P 500 ETF | $6.4M |
IBMINTERNATIONAL BUSINESS MACHS COM | $6.3M |
QCOMQUALCOMM INC COM | $6.2M |
MRKMERCK & CO INC COM | $6.1M |
VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND | $6.1M |
TSLATESLA INC COM | $6.1M |
FSMBFIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF | $6.0M |
RDVYFIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND | $5.8M |
VBVANGUARD SMALL-CAP INDEX FUND | $5.5M |
ARKKARK INNOVATION ETF | $5.5M |
ODFLOLD DOMINION FREIGHT LINE INC COM | $5.5M |
GDGENERAL DYNAMICS CORP COM | $5.5M |
KMBKIMBERLY-CLARK CORP COM | $5.4M |
CVXCHEVRON CORP NEW COM | $5.3M |
PEPPEPSICO INC COM | $5.2M |
BACBK OF AMERICA CORP COM | $5.2M |
ABBVABBVIE INC COM | $5.2M |
MMM3M CO COM | $5.1M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $5.0M |
NDQINVESCO QQQ TRUST | $4.8M |
KOCOCA COLA CO COM | $4.8M |
GSGOLDMAN SACHS GROUP INC COM | $4.7M |
WMWASTE MGMT INC DEL COM | $4.5M |
TXNTEXAS INSTRS INC COM | $4.5M |
BACVERIZON COMMUNICATIONS INC COM | $4.5M |
CATCATERPILLAR INC COM | $4.4M |
NSCNORFOLK SOUTHN CORP COM | $4.3M |
XOMEXXON MOBIL CORP COM | $4.3M |
METAMETA PLATFORMS INC CL A | $4.1M |
LOWLOWES COS INC COM | $4.0M |
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $3.8M |
AQLTISHARES SELECT DIVIDEND ETF | $3.8M |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $3.7M |
EMREMERSON ELEC CO COM | $3.7M |
COPCONOCOPHILLIPS COM | $3.6M |
GISGENERAL MLS INC COM | $3.5M |
4I1PHILIP MORRIS INTL INC COM | $3.5M |
UNHUNITEDHEALTH GROUP INC COM | $3.4M |
DISDISNEY WALT CO COM | $3.2M |
COSTCOSTCO WHSL CORP NEW COM | $3.2M |
BRK-BBERKSHIRE HATHAWAY INC DEL CL A | $3.2M |
NVDANVIDIA CORPORATION COM | $3.2M |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $3.0M |
NFLXNETFLIX INC COM | $3.0M |
ALSALLSTATE CORP COM | $3.0M |
XLFFINANCIAL SELECT SECTOR SPDR FUND | $2.9M |
VFHVANGUARD FINANCIALS INDEX FUND | $2.9M |
VHTVANGUARD HEALTH CARE INDEX FUND | $2.8M |
CVSCVS HEALTH CORP COM | $2.7M |
ADPAUTOMATIC DATA PROCESSING INC COM | $2.7M |
KELKELLOGG CO COM | $2.6M |
BXBLACKSTONE INC COM | $2.6M |
ADMARCHER DANIELS MIDLAND CO COM | $2.5M |
TRVTRAVELERS COMPANIES INC COM | $2.5M |
VOVANGUARD MID-CAP INDEX FUND | $2.5M |
MSIMOTOROLA SOLUTIONS INC COM NEW | $2.4M |
GEGENERAL ELECTRIC CO COM NEW | $2.4M |
SDYSPDR S&P DIVIDEND ETF | $2.3M |
TAT&T INC COM | $2.3M |
DEMWISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $2.2M |
DUKDUKE ENERGY CORP NEW COM NEW | $2.2M |
LMTLOCKHEED MARTIN CORP COM | $2.2M |
VOOVANGUARD S&P 500 ETF | $2.1M |
NEENEXTERA ENERGY INC COM | $2.1M |
FDVVFIDELITY HIGH DIVIDEND ETF | $2.1M |
CMICUMMINS INC COM | $2.0M |
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND | $2.0M |
PSXPHILLIPS 66 COM | $1.9M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $1.9M |
DHRDANAHER CORPORATION COM | $1.9M |
HONHONEYWELL INTL INC COM | $1.8M |
NKENIKE INC CL B | $1.8M |
VTVVANGUARD VALUE INDEX FUND | $1.8M |
VTVANGUARD TOTAL WORLD STOCK INDEX FUND | $1.8M |
MAMASTERCARD INCORPORATED CL A | $1.7M |
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