Principle Wealth Partners LLC Top Holdings and 13F Report (2025) About Principle Wealth Partners LLCInvestment ActivityPrinciple Wealth Partners LLC has $1.40 billion in total holdings as of March 31, 2025.Principle Wealth Partners LLC owns shares of 340 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 5.32% of the portfolio was purchased this quarter.About 4.30% of the portfolio was sold this quarter.This quarter, Principle Wealth Partners LLC has purchased 334 new stocks and bought additional shares in 88 stocks.Principle Wealth Partners LLC sold shares of 120 stocks and completely divested from 12 stocks this quarter.Largest Holdings JPMorgan Chase & Co. $86,323,089Apple $81,750,825Invesco S&P 500 Top 50 ETF $66,723,790Vanguard Dividend Appreciation ETF $47,079,506Vanguard Growth ETF $46,182,521 Largest New Holdings this Quarter 05613H100 - BNY MELLON ETF TRUST II $23,039,667 Holding12811T308 - CALAMOS ETF TR $2,648,898 Holding92840M102 - Vistra $1,301,253 Holding46138E644 - Invesco International BuyBack Achievers ETF $860,333 Holding78468R788 - SPDR Portfolio S&P 500 High Dividend ETF $642,434 Holding Largest Purchases this Quarter BNY MELLON ETF TRUST II 911,018 shares (about $23.04M)Invesco S&P 500 Top 50 ETF 357,733 shares (about $16.46M)NVIDIA 57,992 shares (about $6.29M)CALAMOS ETF TR 92,612 shares (about $2.65M)VanEck Semiconductor ETF 8,863 shares (about $1.87M) Largest Sales this Quarter Schwab US Dividend Equity ETF 802,290 shares (about $22.43M)Amgen 13,151 shares (about $4.10M)JPMorgan Ultra-Short Municipal ETF 56,552 shares (about $2.88M)The Cigna Group 8,190 shares (about $2.69M)JPMorgan Ultra-Short Income ETF 50,537 shares (about $2.56M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrinciple Wealth Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJPMJPMorgan Chase & Co.$86,323,089$65,740 ▼-0.1%351,9086.2%FinanceAAPLApple$81,750,825$575,984 ▼-0.7%368,0315.8%Computer and TechnologyXLGInvesco S&P 500 Top 50 ETF$66,723,790$16,462,882 ▲32.8%1,449,8864.8%ETFVIGVanguard Dividend Appreciation ETF$47,079,506$1,401,968 ▼-2.9%242,6903.4%ETFVUGVanguard Growth ETF$46,182,521$1,484,388 ▲3.3%124,5423.3%ETFMSFTMicrosoft$40,865,872$51,429 ▲0.1%108,8622.9%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$29,821,624$808,850 ▲2.8%285,1832.1%ETFAMZNAmazon.com$28,935,620$247,529 ▲0.9%152,0842.1%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$26,501,916$22,432,030 ▼-45.8%947,8511.9%ETFSMOTVanEck Morningstar SMID Moat ETF$26,437,491$854,902 ▲3.3%806,2661.9%ETFALPS ETF TR$25,828,961$2,193,573 ▼-7.8%997,8351.8%SMITH CORE PLUSNVDANVIDIA$25,400,266$6,285,174 ▲32.9%234,3631.8%Computer and TechnologyVTIVanguard Total Stock Market ETF$23,310,408$62,389 ▼-0.3%84,8141.7%ETFBNY MELLON ETF TRUST II$23,039,667$23,039,667 ▲New Holding911,0181.6%DYNAMIC VALUEMCDMcDonald's$21,130,480$41,858 ▼-0.2%67,6451.5%Retail/WholesaleJNJJohnson & Johnson$18,642,655$105,308 ▲0.6%112,4141.3%MedicalVOOGVanguard S&P 500 Growth ETF$18,000,123$579,322 ▲3.3%53,8151.3%ETFRTXRTX$16,200,839$104,511 ▼-0.6%122,3071.2%AerospaceVYMVanguard High Dividend Yield ETF$15,511,716$753,901 ▼-4.6%120,2831.1%ETFFMHIFirst Trust Municipal High Income ETF$15,162,871$1,165,919 ▼-7.1%317,1811.1%ManufacturingGOOGAlphabet$14,969,805$34,058 ▼-0.2%95,8191.1%Computer and TechnologySMHVanEck Semiconductor ETF$14,950,010$1,874,276 ▲14.3%70,6951.1%ManufacturingHDHome Depot$14,429,791$76,596 ▼-0.5%39,3731.0%Retail/WholesaleIBMInternational Business Machines$13,901,424$303,118 ▼-2.1%55,9051.0%Computer and TechnologyGOOGLAlphabet$13,887,726$33,866 ▼-0.2%89,8061.0%Computer and TechnologyBRK.BBerkshire Hathaway$13,342,468$1,248,343 ▲10.3%25,0531.0%FinanceVVisa$13,152,730$381,660 ▼-2.8%37,5290.9%Business ServicesPGProcter & Gamble$12,451,786$191,891 ▼-1.5%73,0660.9%Consumer StaplesCGGOCapital Group Global Growth Equity ETF$12,293,844$291,629 ▼-2.3%433,9510.9%ETFSPGPInvesco S&P 500 GARP ETF$11,932,300$465,043 ▲4.1%119,4660.9%ETFJMSTJPMorgan Ultra-Short Municipal ETF$11,919,965$2,875,672 ▼-19.4%234,4140.9%ETFCSCOCisco Systems$11,918,876$7,097 ▼-0.1%193,1430.9%Computer and TechnologyTCAFT. Rowe Price Capital Appreciation Equity ETF$10,622,988$545,243 ▲5.4%329,0880.8%ETFGSThe Goldman Sachs Group$10,309,050$6,009 ▲0.1%18,8710.7%FinanceSPYSPDR S&P 500 ETF Trust$10,169,775$33,004 ▲0.3%18,1800.7%FinanceAMGNAmgen$10,145,314$4,097,194 ▼-28.8%32,5640.7%MedicalSOSouthern$9,647,637$185,280 ▲2.0%104,9220.7%UtilitiesVGTVanguard Information Technology ETF$9,633,563$34,171 ▲0.4%17,7610.7%ETFORCLOracle$8,652,491$248,864 ▲3.0%61,8870.6%Computer and TechnologyXOMExxon Mobil$8,530,622$61,606 ▼-0.7%71,7280.6%EnergyIGViShares Expanded Tech-Software Sector ETF$8,196,996$68,790 ▼-0.8%92,1110.6%ETFVOVanguard Mid-Cap ETF$8,157,211$99,828 ▼-1.2%31,5410.6%ETFGDGeneral Dynamics$7,637,122$159,737 ▲2.1%28,0170.5%AerospaceCATCaterpillar$7,106,528$49,142 ▼-0.7%21,5470.5%IndustrialsJEPIJPMorgan Equity Premium Income ETF$6,961,289$538,947 ▲8.4%121,8280.5%ETFABBVAbbVie$6,942,780$128,857 ▼-1.8%33,1360.5%MedicalOFLXOmega Flex$6,687,3240.0%192,2750.5%IndustrialsMRKMerck & Co., Inc.$6,647,475$171,891 ▲2.7%74,0580.5%MedicalXMHQInvesco S&P MidCap Quality ETF$6,604,753$190,109 ▼-2.8%72,1590.5%ETFMMM3M$6,575,105$30,253 ▼-0.5%44,7710.5%Multi-Sector ConglomeratesCVXChevron$6,487,043$54,370 ▼-0.8%38,7770.5%EnergyMETAMeta Platforms$6,476,880$593,104 ▲10.1%11,2370.5%Computer and TechnologyQCOMQUALCOMM$6,271,128$161,290 ▲2.6%40,8250.4%Computer and TechnologyQQQInvesco QQQ$6,182,7740.0%13,1850.4%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$6,086,403$1,658,883 ▲37.5%117,5430.4%ETFKMBKimberly-Clark$6,077,677$8,391 ▼-0.1%42,7340.4%Consumer StaplesKOCoca-Cola$6,024,763$61,951 ▼-1.0%84,1210.4%Consumer StaplesBRK.ABerkshire Hathaway$5,589,0910.0%70.4%FinanceWMWaste Management$5,557,536$35,885 ▼-0.6%24,0050.4%Business ServicesPMPhilip Morris International$5,507,394$77,303 ▼-1.4%34,6960.4%Consumer StaplesLLYEli Lilly and Company$5,465,038$60,300 ▲1.1%6,6160.4%MedicalBLACKROCK INC$5,423,160$4,733 ▲0.1%5,7290.4%COMCMICummins$5,269,553$42,314 ▼-0.8%16,8120.4%Auto/Tires/TrucksCOSTCostco Wholesale$5,244,750$179,712 ▼-3.3%5,5450.4%Retail/WholesaleALLAllstate$5,198,4920.0%25,1050.4%FinanceDVYiShares Select Dividend ETF$5,156,593$694,028 ▼-11.9%38,3980.4%ETFTXNTexas Instruments$5,140,228$47,262 ▲0.9%28,6040.4%Computer and TechnologyTSLATesla$4,934,655$226,776 ▲4.8%19,0400.4%Auto/Tires/TrucksDUKDuke Energy$4,907,595$192,225 ▼-3.8%40,2360.4%UtilitiesBACBank of America$4,812,941$25,914 ▲0.5%115,3350.3%FinancePRUPrudential Financial$4,723,490$12,173 ▲0.3%42,2940.3%FinancePANWPalo Alto Networks$4,461,212$80,201 ▲1.8%26,1440.3%Computer and TechnologyMGVVanguard Mega Cap Value ETF$4,449,564$149,070 ▼-3.2%34,5350.3%ETFPFEPfizer$4,406,028$409,014 ▼-8.5%173,8760.3%MedicalPEPPepsiCo$4,396,241$14,844 ▼-0.3%29,3200.3%Consumer StaplesJPSTJPMorgan Ultra-Short Income ETF$4,328,519$2,558,693 ▼-37.2%85,4930.3%ETFTRVTravelers Companies$4,230,662$230,879 ▼-5.2%15,9970.3%FinanceITAiShares U.S. Aerospace & Defense ETF$4,184,349$50,831 ▼-1.2%27,3300.3%ETFFDVVFidelity High Dividend ETF$4,050,566$259,410 ▲6.8%81,6640.3%ETFEMREmerson Electric$4,033,960$191,984 ▲5.0%36,7920.3%IndustrialsUNHUnitedHealth Group$3,988,248$48,190 ▲1.2%7,6140.3%MedicalPNCThe PNC Financial Services Group$3,943,048$156,435 ▲4.1%22,4330.3%FinanceMSIMotorola Solutions$3,912,7080.0%8,9370.3%Computer and TechnologyCOPConocoPhillips$3,912,5200.0%37,2550.3%EnergyAEPAmerican Electric Power$3,852,314$36,605 ▲1.0%35,2550.3%UtilitiesODFLOld Dominion Freight Line$3,608,134$3,474 ▼-0.1%21,8080.3%TransportationNFLXNetflix$3,575,964$5,596 ▲0.2%3,8340.3%Consumer DiscretionaryACNAccenture$3,460,212$148,219 ▼-4.1%11,0890.2%Computer and TechnologyDDominion Energy$3,450,204$1,168,440 ▲51.2%61,5340.2%UtilitiesHONHoneywell International$3,443,009$13,764 ▲0.4%16,2590.2%Multi-Sector ConglomeratesBABoeing$3,325,810$270,329 ▼-7.5%19,5000.2%AerospaceBXBlackstone$3,324,253$786,264 ▲31.0%23,7820.2%FinanceIJTiShares S&P Small-Cap 600 Growth ETF$3,251,762$346,740 ▲11.9%26,1180.2%ETFVTVVanguard Value ETF$3,236,612$37,832 ▲1.2%18,7360.2%ETFPSXPhillips 66$3,235,6700.0%26,2040.2%EnergyLMTLockheed Martin$3,220,350$48,692 ▼-1.5%7,2090.2%AerospaceLOWLowe's Companies$3,194,785$69,969 ▼-2.1%13,6980.2%Retail/WholesaleADPAutomatic Data Processing$3,155,208$194,012 ▼-5.8%10,3270.2%Business ServicesVXUSVanguard Total International Stock ETF$3,065,161$124 ▲0.0%49,3580.2%ETFGISGeneral Mills$3,063,004$239 ▼0.0%51,2290.2%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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