Principle Wealth Partners LLC Top Holdings and 13F Report (2025)

About Principle Wealth Partners LLC

Investment Activity

Principle Wealth Partners LLC has $1.60 billion in total holdings as of June 30, 2025.
Principle Wealth Partners LLC owns shares of 358 different stocks, but just 67 companies or ETFs make up 80% of its holdings.
Approximately 12.26% of the portfolio was purchased this quarter.
About 6.59% of the portfolio was sold this quarter.
This quarter, Principle Wealth Partners LLC has purchased 340 new stocks and bought additional shares in 153 stocks.
Principle Wealth Partners LLC sold shares of 104 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Invesco S&P 500 Top 50 ETF: $139,743,838
JPMorgan Chase & Co.: $103,096,696
BNY MELLON ETF TRUST II: $95,998,653
Apple: $77,275,436
Vanguard Growth ETF: $55,956,031

Largest New Holdings this Quarter

922908538 - Vanguard Mid-Cap Growth ETF: $1,305,634 Holding
464287473 - iShares Russell Mid-Cap Value ETF: $681,182 Holding
922908512 - Vanguard Mid-Cap Value ETF: $678,562 Holding
68390D106 - OR ROYALTIES INC.: $648,535 Holding
032108722 - Amplify CWP International Enhanced Dividend Income ETF: $647,108 Holding

Largest Purchases this Quarter

BNY MELLON ETF TRUST II: 2,696,598 shares (about $71.76M)
Invesco S&P 500 Top 50 ETF: 1,232,337 shares (about $64.20M)
NVIDIA: 59,639 shares (about $9.42M)
Meta Platforms: 4,405 shares (about $3.25M)
Amazon.com: 9,293 shares (about $2.04M)

Largest Sales this Quarter

iShares Core S&P Small-Cap ETF: 274,898 shares (about $30.04M)
VanEck Morningstar SMID Moat ETF: 794,058 shares (about $27.63M)
ALPS ETF TR: 212,592 shares (about $5.50M)
iShares S&P Small-Cap 600 Growth ETF: 20,961 shares (about $2.79M)
Accenture: 8,160 shares (about $2.44M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
XLG Invesco S&P 500 Top 50 ETF	$139,743,838	$64,204,767 ▲	85.0%	2,682,223	8.7%	ETF
JPM JPMorgan Chase & Co.	$103,096,696	$1,074,987 ▲	1.1%	355,616	6.4%	Finance
BNY MELLON ETF TRUST II	$95,998,653	$71,756,466 ▲	296.0%	3,607,616	6.0%	DYNAMIC VALUE
AAPL Apple	$77,275,436	$1,766,514 ▲	2.3%	376,641	4.8%	Computer and Technology
VUG Vanguard Growth ETF	$55,956,031	$1,356,847 ▲	2.5%	127,637	3.5%	ETF
MSFT Microsoft	$55,718,311	$1,569,327 ▲	2.9%	112,017	3.5%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$49,846,036	$174,584 ▲	0.4%	243,543	3.1%	ETF
NVDA NVIDIA	$46,449,324	$9,422,355 ▲	25.4%	294,002	2.9%	Computer and Technology
AMZN Amazon.com	$35,404,417	$2,038,786 ▲	6.1%	161,377	2.2%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$25,765,290	$12,157 ▼	0.0%	84,774	1.6%	ETF
SCHD Schwab US Dividend Equity ETF	$25,193,930	$75,870 ▲	0.3%	950,714	1.6%	ETF
VOOG Vanguard S&P 500 Growth ETF	$22,001,421	$661,434 ▲	3.1%	55,483	1.4%	ETF
ALPS ETF TR	$20,298,539	$5,495,505 ▼	-21.3%	785,243	1.3%	SMITH CORE PLUS
MCD McDonald's	$19,928,416	$164,492 ▲	0.8%	68,208	1.2%	Retail/Wholesale
SMH VanEck Semiconductor ETF	$17,823,969	$1,891,355 ▼	-9.6%	63,913	1.1%	Manufacturing
RTX RTX	$17,789,255	$69,943 ▼	-0.4%	121,828	1.1%	Aerospace
GOOG Alphabet	$17,101,625	$104,305 ▲	0.6%	96,407	1.1%	Computer and Technology
JNJ Johnson & Johnson	$16,991,016	$180,245 ▼	-1.0%	111,234	1.1%	Medical
IBM International Business Machines	$16,594,740	$114,965 ▲	0.7%	56,295	1.0%	Computer and Technology
GOOGL Alphabet	$16,589,909	$763,427 ▲	4.8%	94,138	1.0%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$15,988,183	$46,792 ▼	-0.3%	119,932	1.0%	ETF
HD Home Depot	$14,955,265	$519,530 ▲	3.6%	40,790	0.9%	Retail/Wholesale
V Visa	$14,002,026	$677,431 ▲	5.1%	39,437	0.9%	Business Services
BRK.B Berkshire Hathaway	$13,835,821	$1,665,720 ▲	13.7%	28,482	0.9%	Finance
FMHI First Trust Municipal High Income ETF	$13,808,361	$1,004,004 ▼	-6.8%	295,682	0.9%	Manufacturing
GS The Goldman Sachs Group	$13,503,635	$147,917 ▲	1.1%	19,080	0.8%	Finance
CSCO Cisco Systems	$13,352,601	$47,664 ▼	-0.4%	192,456	0.8%	Computer and Technology
ORCL Oracle	$13,119,658	$410,809 ▼	-3.0%	60,008	0.8%	Computer and Technology
SPGP Invesco S&P 500 GARP ETF	$12,164,039	$702,418 ▼	-5.5%	112,944	0.8%	ETF
TCAF T. Rowe Price Capital Appreciation Equity ETF	$11,800,446	$190,230 ▲	1.6%	334,480	0.7%	ETF
PG Procter & Gamble	$11,662,711	$21,827 ▲	0.2%	73,203	0.7%	Consumer Staples
VGT Vanguard Information Technology ETF	$11,586,137	$194,340 ▼	-1.6%	17,468	0.7%	ETF
META Meta Platforms	$11,544,835	$3,251,183 ▲	39.2%	15,642	0.7%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$11,238,756	$6,179 ▲	0.1%	18,190	0.7%	Finance
JMST JPMorgan Ultra-Short Municipal ETF	$10,044,715	$1,891,624 ▼	-15.8%	197,265	0.6%	ETF
SO Southern	$9,579,406	$55,557 ▼	-0.6%	104,317	0.6%	Utilities
IGV iShares Expanded Tech-Software Sector ETF	$9,179,432	$906,774 ▼	-9.0%	83,830	0.6%	ETF
XOM Exxon Mobil	$8,712,949	$980,658 ▲	12.7%	80,825	0.5%	Energy
VO Vanguard Mid-Cap ETF	$8,651,309	$174,895 ▼	-2.0%	30,916	0.5%	ETF
AMGN Amgen	$8,476,257	$615,937 ▼	-6.8%	30,358	0.5%	Medical
CAT Caterpillar	$8,245,443	$119,178 ▼	-1.4%	21,240	0.5%	Industrials
GD General Dynamics	$8,076,971	$94,498 ▼	-1.2%	27,693	0.5%	Aerospace
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$7,727,975	$1,333,619 ▲	20.9%	142,058	0.5%	ETF
CVX Chevron	$7,589,175	$2,036,724 ▲	36.7%	53,001	0.5%	Energy
QQQ Invesco QQQ	$7,302,426	$29,236 ▲	0.4%	13,238	0.5%	Finance
TSLA Tesla	$7,282,342	$1,234,107 ▲	20.4%	22,925	0.5%	Auto/Tires/Trucks
XMHQ Invesco S&P MidCap Quality ETF	$6,663,002	$425,869 ▼	-6.0%	67,824	0.4%	ETF
MMM 3M	$6,641,288	$174,618 ▼	-2.6%	43,624	0.4%	Multi-Sector Conglomerates
QCOM QUALCOMM	$6,451,782	$50,008 ▼	-0.8%	40,511	0.4%	Computer and Technology
JEPI JPMorgan Equity Premium Income ETF	$6,350,348	$575,547 ▼	-8.3%	111,704	0.4%	ETF
PM Philip Morris International	$6,269,486	$49,722 ▼	-0.8%	34,423	0.4%	Consumer Staples
OFLX Omega Flex	$6,225,864		0.0%	192,275	0.4%	Industrials
ABBV AbbVie	$6,088,828	$61,811 ▼	-1.0%	32,803	0.4%	Medical
MRK Merck & Co., Inc.	$6,075,950	$213,495 ▲	3.6%	76,755	0.4%	Medical
COST Costco Wholesale	$5,982,657	$493,027 ▲	9.0%	6,043	0.4%	Retail/Wholesale
TXN Texas Instruments	$5,944,175	$5,398 ▲	0.1%	28,630	0.4%	Computer and Technology
KO CocaCola	$5,926,766	$24,762 ▼	-0.4%	83,771	0.4%	Consumer Staples
PANW Palo Alto Networks	$5,864,164	$514,056 ▲	9.6%	28,656	0.4%	Computer and Technology
BLACKROCK INC	$5,860,228	$151,096 ▼	-2.5%	5,585	0.4%	COM
DVY iShares Select Dividend ETF	$5,719,477	$619,826 ▲	12.2%	43,065	0.4%	ETF
KMB Kimberly-Clark	$5,517,389	$8,122 ▲	0.1%	42,797	0.3%	Consumer Staples
BAC Bank of America	$5,474,542	$16,893 ▲	0.3%	115,692	0.3%	Finance
WM Waste Management	$5,467,245	$25,628 ▼	-0.5%	23,893	0.3%	Business Services
CMI Cummins	$5,335,630	$170,300 ▼	-3.1%	16,292	0.3%	Auto/Tires/Trucks
EMR Emerson Electric	$5,270,333	$364,795 ▲	7.4%	39,528	0.3%	Industrials
LLY Eli Lilly and Company	$5,265,870	$108,358 ▲	2.1%	6,755	0.3%	Medical
JPST JPMorgan Ultra-Short Income ETF	$5,237,641	$904,843 ▲	20.9%	103,347	0.3%	ETF
NFLX Netflix	$5,162,689	$28,124 ▲	0.5%	3,855	0.3%	Consumer Discretionary
ALL Allstate	$5,054,894	$1,007 ▲	0.0%	25,110	0.3%	Finance
ITA iShares U.S. Aerospace & Defense ETF	$4,967,269	$188,263 ▼	-3.7%	26,332	0.3%	ETF
BX Blackstone	$4,795,726	$1,238,384 ▲	34.8%	32,061	0.3%	Finance
DUK Duke Energy	$4,595,991	$151,866 ▼	-3.2%	38,949	0.3%	Utilities
MGV Vanguard Mega Cap Value ETF	$4,564,448	$33,456 ▲	0.7%	34,790	0.3%	ETF
PRU Prudential Financial	$4,548,254	$4,190 ▲	0.1%	42,333	0.3%	Finance
BRK.A Berkshire Hathaway	$4,372,800	$728,800 ▼	-14.3%	6	0.3%	Finance
PNC The PNC Financial Services Group	$4,366,516	$184,556 ▲	4.4%	23,423	0.3%	Finance
UNH UnitedHealth Group	$4,287,605	$1,912,327 ▲	80.5%	13,744	0.3%	Medical
FDVV Fidelity High Dividend ETF	$4,232,349	$15,814 ▼	-0.4%	81,360	0.3%	ETF
TRV Travelers Companies	$4,113,926	$165,873 ▼	-3.9%	15,377	0.3%	Finance
BA Boeing	$4,093,273	$7,543 ▲	0.2%	19,536	0.3%	Aerospace
PFE Pfizer	$3,964,271	$250,471 ▼	-5.9%	163,543	0.2%	Medical
MSI Motorola Solutions	$3,757,651		0.0%	8,937	0.2%	Computer and Technology
HON Honeywell International	$3,714,152	$72,192 ▼	-1.9%	15,949	0.2%	Multi-Sector Conglomerates
ODFL Old Dominion Freight Line	$3,527,266	$12,173 ▼	-0.3%	21,733	0.2%	Transportation
AEP American Electric Power	$3,511,653	$146,405 ▼	-4.0%	33,844	0.2%	Utilities
VXUS Vanguard Total International Stock ETF	$3,410,176		0.0%	49,358	0.2%	ETF
LMT Lockheed Martin	$3,375,457	$36,589 ▲	1.1%	7,288	0.2%	Aerospace
PALANTIR TECHNOLOGIES INC	$3,347,267	$391,519 ▲	13.2%	24,554	0.2%	CL A
COP ConocoPhillips	$3,342,636	$628 ▼	0.0%	37,248	0.2%	Energy
ASML ASML	$3,331,123	$429,512 ▲	14.8%	4,157	0.2%	Computer and Technology
MA Mastercard	$3,331,060	$552,929 ▲	19.9%	5,928	0.2%	Business Services
VTV Vanguard Value ETF	$3,304,505	$6,893 ▼	-0.2%	18,697	0.2%	ETF
ADP Automatic Data Processing	$3,186,080	$1,234 ▲	0.0%	10,331	0.2%	Computer and Technology
D Dominion Energy	$3,185,968	$291,925 ▼	-8.4%	56,369	0.2%	Utilities
VOO Vanguard S&P 500 ETF	$3,158,924	$290,273 ▲	10.1%	5,561	0.2%	ETF
PSX Phillips 66	$3,126,137		0.0%	26,204	0.2%	Energy
LVHI Franklin International Low Volatility High Dividend Index ETF	$3,058,428	$8,854 ▼	-0.3%	93,961	0.2%	ETF
LOW Lowe's Companies	$3,038,732	$444 ▼	0.0%	13,696	0.2%	Retail/Wholesale
DIS Walt Disney	$3,037,243	$51,960 ▼	-1.7%	24,492	0.2%	Consumer Discretionary
VST Vistra	$2,913,005	$765,560 ▲	35.6%	15,030	0.2%	Utilities

Showing largest 100 holdings. View all holdings.

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Principle Wealth Partners LLC Top Holdings and 13F Report (2025)

About Principle Wealth Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Principle Wealth Partners LLC Top Holdings and 13F Report (2025)

About Principle Wealth Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPrinciple Wealth Partners LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools