Principle Wealth Partners LLC Q4 2024 Filing
Filed January 29, 2025
Portfolio Value
$1424.9T
Holdings
334
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (334 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 370,624 | $92.8T | 6.51% | |
| 2 | JPMJPMORGAN CHASE & CO. | 352,176 | $84.4T | 5.92% | |
| 3 | XLGINVESCO EXCHANGE TRADED FD T | 1,092,153 | $54.6T | 3.83% | |
| 4 | VUGVANGUARD INDEX FDS | 120,539 | $49.5T | 3.47% | |
| 5 | VIGVANGUARD SPECIALIZED FUNDS | 249,917 | $48.9T | 3.43% | |
| 6 | SCHDSCHWAB STRATEGIC TR | 1,750,141 | $47.8T | 3.36% | |
| 7 | MSFTMICROSOFT CORP | 108,725 | $45.8T | 3.22% | |
| 8 | AMZNAMAZON COM INC | 150,783 | $33.1T | 2.32% | |
| 9 | IJRISHARES TR | 277,448 | $32.0T | 2.24% | |
| 10 | SMTHALPS ETF TR | 1,082,578 | $27.6T | 1.94% | |
| 11 | SMOTVANECK ETF TRUST | 780,194 | $26.9T | 1.89% | |
| 12 | VTIVANGUARD INDEX FDS | 85,041 | $24.6T | 1.73% | |
| 13 | NVDANVIDIA CORPORATION | 176,371 | $23.7T | 1.66% | |
| 14 | MCDMCDONALDS CORP | 67,779 | $19.6T | 1.38% | |
| 15 | VOOGVANGUARD ADMIRAL FDS INC | 52,083 | $19.1T | 1.34% | |
| 16 | GOOGALPHABET INC | 96,037 | $18.3T | 1.28% | |
| 17 | GOOGLALPHABET INC | 90,025 | $17.0T | 1.20% | |
| 18 | FMHIFIRST TR EXCH TRADED FD III | 341,570 | $16.5T | 1.16% | |
| 19 | JNJJOHNSON & JOHNSON | 111,779 | $16.2T | 1.13% | |
| 20 | VYMVANGUARD WHITEHALL FDS | 126,129 | $16.1T | 1.13% | |
| 21 | HDHOME DEPOT INC | 39,582 | $15.4T | 1.08% | |
| 22 | SMHVANECK ETF TRUST | 61,832 | $15.0T | 1.05% | |
| 23 | JMSTJ P MORGAN EXCHANGE TRADED F | 290,966 | $14.8T | 1.04% | |
| 24 | RTXRTX CORPORATION | 123,096 | $14.2T | 1.00% | |
| 25 | CGGOCAPITAL GROUP GBL GROWTH EQT | 444,245 | $13.0T | 0.91% | |
| 26 | IBMINTERNATIONAL BUSINESS MACHS | 57,124 | $12.6T | 0.88% | |
| 27 | PGPROCTER AND GAMBLE CO | 74,192 | $12.4T | 0.87% | |
| 28 | VVISA INC | 38,618 | $12.2T | 0.86% | |
| 29 | SPGPINVESCO EXCHANGE TRADED FD T | 114,810 | $12.0T | 0.85% | |
| 30 | AMGNAMGEN INC | 45,715 | $11.9T | 0.84% | |
| 31 | CSCOCISCO SYS INC | 193,258 | $11.4T | 0.80% | |
| 32 | VGTVANGUARD WORLD FD | 17,698 | $11.0T | 0.77% | |
| 33 | GSGOLDMAN SACHS GROUP INC | 18,860 | $10.8T | 0.76% | |
| 34 | SPYSPDR S&P 500 ETF TR | 18,121 | $10.6T | 0.75% | |
| 35 | TCAFT ROWE PRICE ETF INC | 312,197 | $10.4T | 0.73% | |
| 36 | BRK/BBERKSHIRE HATHAWAY INC DEL | 22,709 | $10.3T | 0.72% | |
| 37 | ORCLORACLE CORP | 60,107 | $10.0T | 0.70% | |
| 38 | IGVISHARES TR | 92,884 | $9.3T | 0.65% | |
| 39 | SOSOUTHERN CO | 102,907 | $8.5T | 0.59% | |
| 40 | VOVANGUARD INDEX FDS | 31,927 | $8.4T | 0.59% | |
| 41 | OFLXOMEGA FLEX INC | 192,275 | $8.1T | 0.57% | |
| 42 | CATCATERPILLAR INC | 21,696 | $7.9T | 0.55% | |
| 43 | XOMEXXON MOBIL CORP | 72,246 | $7.8T | 0.55% | |
| 44 | TSLATESLA INC | 18,165 | $7.3T | 0.51% | |
| 45 | XMHQINVESCO EXCHANGE TRADED FD T | 74,236 | $7.3T | 0.51% | |
| 46 | GDGENERAL DYNAMICS CORP | 27,431 | $7.2T | 0.51% | |
| 47 | MRKMERCK & CO INC | 72,143 | $7.2T | 0.50% | |
| 48 | JPSTJ P MORGAN EXCHANGE TRADED F | 136,030 | $6.9T | 0.48% | |
| 49 | NDQINVESCO QQQ TR | 13,185 | $6.7T | 0.47% | |
| 50 | JEPIJ P MORGAN EXCHANGE TRADED F | 112,396 | $6.5T | 0.45% | |
| 51 | QCOMQUALCOMM INC | 39,775 | $6.1T | 0.43% | |
| 52 | ABBVABBVIE INC | 33,751 | $6.0T | 0.42% | |
| 53 | METAMETA PLATFORMS INC | 10,208 | $6.0T | 0.42% | |
| 54 | CMICUMMINS INC | 16,947 | $5.9T | 0.41% | |
| 55 | BLKBLACKROCK INC | 5,724 | $5.9T | 0.41% | |
| 56 | MMM3M CO | 44,977 | $5.8T | 0.41% | |
| 57 | AQLTISHARES TR | 43,566 | $5.7T | 0.40% | |
| 58 | CVXCHEVRON CORP NEW | 39,102 | $5.7T | 0.40% | |
| 59 | KMBKIMBERLY-CLARK CORP | 42,793 | $5.6T | 0.39% | |
| 60 | TXNTEXAS INSTRS INC | 28,341 | $5.3T | 0.37% | |
| 61 | KOCOCA COLA CO | 84,986 | $5.3T | 0.37% | |
| 62 | COSTCOSTCO WHSL CORP NEW | 5,735 | $5.3T | 0.37% | |
| 63 | LLYELI LILLY & CO | 6,543 | $5.1T | 0.35% | |
| 64 | BACBANK AMERICA CORP | 114,714 | $5.0T | 0.35% | |
| 65 | PFEPFIZER INC | 190,017 | $5.0T | 0.35% | |
| 66 | PRUPRUDENTIAL FINL INC | 42,185 | $5.0T | 0.35% | |
| 67 | WMWASTE MGMT INC DEL | 24,160 | $4.9T | 0.34% | |
| 68 | ALSALLSTATE CORP | 25,105 | $4.8T | 0.34% | |
| 69 | JEPQJ P MORGAN EXCHANGE TRADED F | 85,506 | $4.8T | 0.34% | |
| 70 | BRK-BBERKSHIRE HATHAWAY INC DEL | 7 | $4.8T | 0.33% | |
| 71 | PANWPALO ALTO NETWORKS INC | 25,674 | $4.7T | 0.33% | |
| 72 | DUKDUKE ENERGY CORP NEW | 41,812 | $4.5T | 0.32% | |
| 73 | PEPPEPSICO INC | 29,419 | $4.5T | 0.31% | |
| 74 | MGVVANGUARD WORLD FD | 35,692 | $4.5T | 0.31% | |
| 75 | EMREMERSON ELEC CO | 35,041 | $4.3T | 0.30% | |
| 76 | 4I1PHILIP MORRIS INTL INC | 35,183 | $4.2T | 0.30% | |
| 77 | PNCPNC FINL SVCS GROUP INC | 21,543 | $4.2T | 0.29% | |
| 78 | MSIMOTOROLA SOLUTIONS INC | 8,937 | $4.1T | 0.29% | |
| 79 | ACNACCENTURE PLC IRELAND | 11,564 | $4.1T | 0.29% | |
| 80 | TRVTRAVELERS COMPANIES INC | 16,870 | $4.1T | 0.29% | |
| 81 | ITA*ISHARES TR | 27,662 | $4.0T | 0.28% | |
| 82 | CITHE CIGNA GROUP | 14,432 | $4.0T | 0.28% | |
| 83 | ODFLOLD DOMINION FREIGHT LINE IN | 21,829 | $3.9T | 0.27% | |
| 84 | FDVVFIDELITY COVINGTON TRUST | 76,434 | $3.8T | 0.27% | |
| 85 | UNHUNITEDHEALTH GROUP INC | 7,522 | $3.8T | 0.27% | |
| 86 | BABOEING CO | 21,085 | $3.7T | 0.26% | |
| 87 | COPCONOCOPHILLIPS | 37,255 | $3.7T | 0.26% | |
| 88 | HONHONEYWELL INTL INC | 16,194 | $3.7T | 0.26% | |
| 89 | SCHYSCHWAB STRATEGIC TR | 154,043 | $3.6T | 0.25% | |
| 90 | LMTLOCKHEED MARTIN CORP | 7,318 | $3.6T | 0.25% | |
| 91 | LOWLOWES COS INC | 13,998 | $3.5T | 0.24% | |
| 92 | GEGE AEROSPACE | 20,536 | $3.4T | 0.24% | |
| 93 | NFLXNETFLIX INC | 3,828 | $3.4T | 0.24% | |
| 94 | GISGENERAL MLS INC | 51,233 | $3.3T | 0.23% | |
| 95 | AEPAMERICAN ELEC PWR CO INC | 34,920 | $3.2T | 0.23% | |
| 96 | ADPAUTOMATIC DATA PROCESSING IN | 10,962 | $3.2T | 0.23% | |
| 97 | IJTISHARES TR | 23,333 | $3.2T | 0.22% | |
| 98 | VTVVANGUARD INDEX FDS | 18,517 | $3.1T | 0.22% | |
| 99 | BXBLACKSTONE INC | 18,157 | $3.1T | 0.22% | |
| 100 | CRMSALESFORCE INC | 9,209 | $3.1T | 0.22% |
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