Principle Wealth Partners LLC Top Holdings and 13F Report (2025) About Principle Wealth Partners LLCInvestment ActivityPrinciple 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 $139,743,838JPMorgan Chase & Co. $103,096,696BNY MELLON ETF TRUST II $95,998,653Apple $77,275,436Vanguard Growth ETF $55,956,031 Largest New Holdings this Quarter 922908538 - Vanguard Mid-Cap Growth ETF $1,305,634 Holding464287473 - iShares Russell Mid-Cap Value ETF $681,182 Holding922908512 - Vanguard Mid-Cap Value ETF $678,562 Holding68390D106 - OR ROYALTIES INC. $648,535 Holding032108722 - 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 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 PortfolioSectorXLGInvesco S&P 500 Top 50 ETF$139,743,838$64,204,767 ▲85.0%2,682,2238.7%ETFJPMJPMorgan Chase & Co.$103,096,696$1,074,987 ▲1.1%355,6166.4%FinanceBNY MELLON ETF TRUST II$95,998,653$71,756,466 ▲296.0%3,607,6166.0%DYNAMIC VALUEAAPLApple$77,275,436$1,766,514 ▲2.3%376,6414.8%Computer and TechnologyVUGVanguard Growth ETF$55,956,031$1,356,847 ▲2.5%127,6373.5%ETFMSFTMicrosoft$55,718,311$1,569,327 ▲2.9%112,0173.5%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$49,846,036$174,584 ▲0.4%243,5433.1%ETFNVDANVIDIA$46,449,324$9,422,355 ▲25.4%294,0022.9%Computer and TechnologyAMZNAmazon.com$35,404,417$2,038,786 ▲6.1%161,3772.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$25,765,290$12,157 ▼0.0%84,7741.6%ETFSCHDSchwab US Dividend Equity ETF$25,193,930$75,870 ▲0.3%950,7141.6%ETFVOOGVanguard S&P 500 Growth ETF$22,001,421$661,434 ▲3.1%55,4831.4%ETFALPS ETF TR$20,298,539$5,495,505 ▼-21.3%785,2431.3%SMITH CORE PLUSMCDMcDonald's$19,928,416$164,492 ▲0.8%68,2081.2%Retail/WholesaleSMHVanEck Semiconductor ETF$17,823,969$1,891,355 ▼-9.6%63,9131.1%ManufacturingRTXRTX$17,789,255$69,943 ▼-0.4%121,8281.1%AerospaceGOOGAlphabet$17,101,625$104,305 ▲0.6%96,4071.1%Computer and TechnologyJNJJohnson & Johnson$16,991,016$180,245 ▼-1.0%111,2341.1%MedicalIBMInternational Business Machines$16,594,740$114,965 ▲0.7%56,2951.0%Computer and TechnologyGOOGLAlphabet$16,589,909$763,427 ▲4.8%94,1381.0%Computer and TechnologyVYMVanguard High Dividend Yield ETF$15,988,183$46,792 ▼-0.3%119,9321.0%ETFHDHome Depot$14,955,265$519,530 ▲3.6%40,7900.9%Retail/WholesaleVVisa$14,002,026$677,431 ▲5.1%39,4370.9%Business ServicesBRK.BBerkshire Hathaway$13,835,821$1,665,720 ▲13.7%28,4820.9%FinanceFMHIFirst Trust Municipal High Income ETF$13,808,361$1,004,004 ▼-6.8%295,6820.9%ManufacturingGSThe Goldman Sachs Group$13,503,635$147,917 ▲1.1%19,0800.8%FinanceCSCOCisco Systems$13,352,601$47,664 ▼-0.4%192,4560.8%Computer and TechnologyORCLOracle$13,119,658$410,809 ▼-3.0%60,0080.8%Computer and TechnologySPGPInvesco S&P 500 GARP ETF$12,164,039$702,418 ▼-5.5%112,9440.8%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$11,800,446$190,230 ▲1.6%334,4800.7%ETFPGProcter & Gamble$11,662,711$21,827 ▲0.2%73,2030.7%Consumer StaplesVGTVanguard Information Technology ETF$11,586,137$194,340 ▼-1.6%17,4680.7%ETFMETAMeta Platforms$11,544,835$3,251,183 ▲39.2%15,6420.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$11,238,756$6,179 ▲0.1%18,1900.7%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$10,044,715$1,891,624 ▼-15.8%197,2650.6%ETFSOSouthern$9,579,406$55,557 ▼-0.6%104,3170.6%UtilitiesIGViShares Expanded Tech-Software Sector ETF$9,179,432$906,774 ▼-9.0%83,8300.6%ETFXOMExxon Mobil$8,712,949$980,658 ▲12.7%80,8250.5%EnergyVOVanguard Mid-Cap ETF$8,651,309$174,895 ▼-2.0%30,9160.5%ETFAMGNAmgen$8,476,257$615,937 ▼-6.8%30,3580.5%MedicalCATCaterpillar$8,245,443$119,178 ▼-1.4%21,2400.5%IndustrialsGDGeneral Dynamics$8,076,971$94,498 ▼-1.2%27,6930.5%AerospaceJEPQJPMorgan Nasdaq Equity Premium Income ETF$7,727,975$1,333,619 ▲20.9%142,0580.5%ETFCVXChevron$7,589,175$2,036,724 ▲36.7%53,0010.5%EnergyQQQInvesco QQQ$7,302,426$29,236 ▲0.4%13,2380.5%FinanceTSLATesla$7,282,342$1,234,107 ▲20.4%22,9250.5%Auto/Tires/TrucksXMHQInvesco S&P MidCap Quality ETF$6,663,002$425,869 ▼-6.0%67,8240.4%ETFMMM3M$6,641,288$174,618 ▼-2.6%43,6240.4%Multi-Sector ConglomeratesQCOMQUALCOMM$6,451,782$50,008 ▼-0.8%40,5110.4%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$6,350,348$575,547 ▼-8.3%111,7040.4%ETFPMPhilip Morris International$6,269,486$49,722 ▼-0.8%34,4230.4%Consumer StaplesOFLXOmega Flex$6,225,8640.0%192,2750.4%IndustrialsABBVAbbVie$6,088,828$61,811 ▼-1.0%32,8030.4%MedicalMRKMerck & Co., Inc.$6,075,950$213,495 ▲3.6%76,7550.4%MedicalCOSTCostco Wholesale$5,982,657$493,027 ▲9.0%6,0430.4%Retail/WholesaleTXNTexas Instruments$5,944,175$5,398 ▲0.1%28,6300.4%Computer and TechnologyKOCocaCola$5,926,766$24,762 ▼-0.4%83,7710.4%Consumer StaplesPANWPalo Alto Networks$5,864,164$514,056 ▲9.6%28,6560.4%Computer and TechnologyBLACKROCK INC$5,860,228$151,096 ▼-2.5%5,5850.4%COMDVYiShares Select Dividend ETF$5,719,477$619,826 ▲12.2%43,0650.4%ETFKMBKimberly-Clark$5,517,389$8,122 ▲0.1%42,7970.3%Consumer StaplesBACBank of America$5,474,542$16,893 ▲0.3%115,6920.3%FinanceWMWaste Management$5,467,245$25,628 ▼-0.5%23,8930.3%Business ServicesCMICummins$5,335,630$170,300 ▼-3.1%16,2920.3%Auto/Tires/TrucksEMREmerson Electric$5,270,333$364,795 ▲7.4%39,5280.3%IndustrialsLLYEli Lilly and Company$5,265,870$108,358 ▲2.1%6,7550.3%MedicalJPSTJPMorgan Ultra-Short Income ETF$5,237,641$904,843 ▲20.9%103,3470.3%ETFNFLXNetflix$5,162,689$28,124 ▲0.5%3,8550.3%Consumer DiscretionaryALLAllstate$5,054,894$1,007 ▲0.0%25,1100.3%FinanceITAiShares U.S. Aerospace & Defense ETF$4,967,269$188,263 ▼-3.7%26,3320.3%ETFBXBlackstone$4,795,726$1,238,384 ▲34.8%32,0610.3%FinanceDUKDuke Energy$4,595,991$151,866 ▼-3.2%38,9490.3%UtilitiesMGVVanguard Mega Cap Value ETF$4,564,448$33,456 ▲0.7%34,7900.3%ETFPRUPrudential Financial$4,548,254$4,190 ▲0.1%42,3330.3%FinanceBRK.ABerkshire Hathaway$4,372,800$728,800 ▼-14.3%60.3%FinancePNCThe PNC Financial Services Group$4,366,516$184,556 ▲4.4%23,4230.3%FinanceUNHUnitedHealth Group$4,287,605$1,912,327 ▲80.5%13,7440.3%MedicalFDVVFidelity High Dividend ETF$4,232,349$15,814 ▼-0.4%81,3600.3%ETFTRVTravelers Companies$4,113,926$165,873 ▼-3.9%15,3770.3%FinanceBABoeing$4,093,273$7,543 ▲0.2%19,5360.3%AerospacePFEPfizer$3,964,271$250,471 ▼-5.9%163,5430.2%MedicalMSIMotorola Solutions$3,757,6510.0%8,9370.2%Computer and TechnologyHONHoneywell International$3,714,152$72,192 ▼-1.9%15,9490.2%Multi-Sector ConglomeratesODFLOld Dominion Freight Line$3,527,266$12,173 ▼-0.3%21,7330.2%TransportationAEPAmerican Electric Power$3,511,653$146,405 ▼-4.0%33,8440.2%UtilitiesVXUSVanguard Total International Stock ETF$3,410,1760.0%49,3580.2%ETFLMTLockheed Martin$3,375,457$36,589 ▲1.1%7,2880.2%AerospacePALANTIR TECHNOLOGIES INC$3,347,267$391,519 ▲13.2%24,5540.2%CL ACOPConocoPhillips$3,342,636$628 ▼0.0%37,2480.2%EnergyASMLASML$3,331,123$429,512 ▲14.8%4,1570.2%Computer and TechnologyMAMastercard$3,331,060$552,929 ▲19.9%5,9280.2%Business ServicesVTVVanguard Value ETF$3,304,505$6,893 ▼-0.2%18,6970.2%ETFADPAutomatic Data Processing$3,186,080$1,234 ▲0.0%10,3310.2%Computer and TechnologyDDominion Energy$3,185,968$291,925 ▼-8.4%56,3690.2%UtilitiesVOOVanguard S&P 500 ETF$3,158,924$290,273 ▲10.1%5,5610.2%ETFPSXPhillips 66$3,126,1370.0%26,2040.2%EnergyLVHIFranklin International Low Volatility High Dividend Index ETF$3,058,428$8,854 ▼-0.3%93,9610.2%ETFLOWLowe's Companies$3,038,732$444 ▼0.0%13,6960.2%Retail/WholesaleDISWalt Disney$3,037,243$51,960 ▼-1.7%24,4920.2%Consumer DiscretionaryVSTVistra$2,913,005$765,560 ▲35.6%15,0300.2%UtilitiesShowing 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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