Principle Wealth Partners LLC Top Holdings and 13F Report (2025) About Principle Wealth Partners LLCInvestment ActivityPrinciple Wealth Partners LLC has $1.42 billion in total holdings as of December 31, 2024.Principle Wealth Partners LLC owns shares of 334 different stocks, but just 73 companies or ETFs make up 80% of its holdings.Approximately 4.53% of the portfolio was purchased this quarter.About 2.24% of the portfolio was sold this quarter.This quarter, Principle Wealth Partners LLC has purchased 340 new stocks and bought additional shares in 102 stocks.Principle Wealth Partners LLC sold shares of 122 stocks and completely divested from 16 stocks this quarter.Largest Holdings Apple $92,811,812JPMorgan Chase & Co. $84,420,344Invesco S&P 500 Top 50 ETF $54,564,003Vanguard Growth ETF $49,474,202Vanguard Dividend Appreciation ETF $48,941,332 Largest New Holdings this Quarter BLACKROCK INC $5,868,212 HoldingASML $1,903,306 HoldingUber Technologies $373,682 HoldingConagra Brands $294,150 HoldingPutnam Focused Large Cap Value ETF $278,883 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 1,205,934 shares (about $32.95M)BLACKROCK INC 5,724 shares (about $5.87M)Invesco S&P 500 Top 50 ETF 112,147 shares (about $5.60M)Palo Alto Networks 13,448 shares (about $2.45M)iShares Core S&P Small-Cap ETF 18,333 shares (about $2.11M) Largest Sales this Quarter ALPS ETF TR 75,019 shares (about $1.91M)DOW 38,138 shares (about $1.53M)Amgen 5,635 shares (about $1.47M)Intel 67,019 shares (about $1.34M)NVIDIA 9,426 shares (about $1.27M) 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 PortfolioSectorAAPLApple$92,811,812$181,054 ▲0.2%370,6246.5%Computer and TechnologyJPMJPMorgan Chase & Co.$84,420,344$130,403 ▼-0.2%352,1765.9%FinanceXLGInvesco S&P 500 Top 50 ETF$54,564,003$5,602,868 ▲11.4%1,092,1533.8%ETFVUGVanguard Growth ETF$49,474,202$391,151 ▼-0.8%120,5393.5%ETFVIGVanguard Dividend Appreciation ETF$48,941,332$686,581 ▼-1.4%249,9173.4%ETFSCHDSchwab US Dividend Equity ETF$47,813,867$32,946,127 ▲221.6%1,750,1413.4%ETFMSFTMicrosoft$45,827,642$150,476 ▼-0.3%108,7253.2%Computer and TechnologyAMZNAmazon.com$33,080,496$1,229,031 ▼-3.6%150,7832.3%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$31,967,607$2,112,331 ▲7.1%277,4482.2%ETFALPS ETF TR$27,627,398$1,914,485 ▼-6.5%1,082,5781.9%SMITH CORE PLUSSMOTVanEck Morningstar SMID Moat ETF$26,893,320$145,981 ▲0.5%780,1941.9%ETFVTIVanguard Total Stock Market ETF$24,645,831$176,495 ▼-0.7%85,0411.7%ETFNVDANVIDIA$23,684,943$1,265,822 ▼-5.1%176,3711.7%Computer and TechnologyMCDMcDonald's$19,648,468$50,151 ▼-0.3%67,7791.4%Retail/WholesaleVOOGVanguard S&P 500 Growth ETF$19,065,693$8,786 ▲0.0%52,0831.3%ETFGOOGAlphabet$18,289,447$311,372 ▲1.7%96,0371.3%Computer and TechnologyGOOGLAlphabet$17,041,792$51,490 ▲0.3%90,0251.2%Computer and TechnologyFMHIFirst Trust Municipal High Income ETF$16,494,457$485,895 ▼-2.9%341,5701.2%ManufacturingJNJJohnson & Johnson$16,165,405$181,497 ▼-1.1%111,7791.1%MedicalVYMVanguard High Dividend Yield ETF$16,092,871$658,367 ▼-3.9%126,1291.1%ETFHDHome Depot$15,396,970$84,800 ▼-0.5%39,5821.1%Retail/WholesaleSMHVanEck Semiconductor ETF$14,973,974$292,544 ▲2.0%61,8321.1%ManufacturingJMSTJPMorgan Ultra-Short Municipal ETF$14,754,911$422,973 ▼-2.8%290,9661.0%ETFRTXRTX$14,244,707$76,838 ▼-0.5%123,0961.0%AerospaceCGGOCapital Group Global Growth Equity ETF$12,980,841$786,807 ▼-5.7%444,2450.9%ETFIBMInternational Business Machines$12,557,499$48,582 ▼-0.4%57,1240.9%Computer and TechnologyPGProcter & Gamble$12,438,317$139,820 ▼-1.1%74,1920.9%Consumer StaplesVVisa$12,204,954$85,964 ▼-0.7%38,6180.9%Business ServicesSPGPInvesco S&P 500 GARP ETF$12,041,296$523,352 ▲4.5%114,8100.8%ETFAMGNAmgen$11,915,158$1,468,706 ▼-11.0%45,7150.8%MedicalCSCOCisco Systems$11,440,875$48,366 ▼-0.4%193,2580.8%Computer and TechnologyVGTVanguard Information Technology ETF$11,005,237$238,163 ▼-2.1%17,6980.8%ETFGSThe Goldman Sachs Group$10,799,815$286,888 ▼-2.6%18,8600.8%FinanceSPYSPDR S&P 500 ETF Trust$10,620,363$46,886 ▼-0.4%18,1210.7%FinanceTCAFT. Rowe Price Capital Appreciation Equity ETF$10,386,818$1,251,154 ▲13.7%312,1970.7%ETFBRK.BBerkshire Hathaway$10,293,315$1,360 ▼0.0%22,7090.7%FinanceORCLOracle$10,016,314$600,409 ▼-5.7%60,1070.7%Computer and TechnologyIGViShares Expanded Tech-Software Sector ETF$9,299,589$321,487 ▼-3.3%92,8840.7%ETFSOSouthern$8,471,364$315,206 ▲3.9%102,9070.6%UtilitiesVOVanguard Mid-Cap ETF$8,432,951$142,367 ▲1.7%31,9270.6%ETFOFLXOmega Flex$8,069,7820.0%192,2750.6%Industrial ProductsCATCaterpillar$7,870,567$200,972 ▼-2.5%21,6960.6%Industrial ProductsXOMExxon Mobil$7,771,530$9,466 ▼-0.1%72,2460.5%Oils/EnergyTSLATesla$7,336,140$785,106 ▼-9.7%18,1650.5%Auto/Tires/TrucksXMHQInvesco S&P MidCap Quality ETF$7,310,035$8,173 ▼-0.1%74,2360.5%ETFGDGeneral Dynamics$7,227,935$60,604 ▼-0.8%27,4310.5%AerospaceMRKMerck & Co., Inc.$7,176,822$27,357 ▼-0.4%72,1430.5%MedicalJPSTJPMorgan Ultra-Short Income ETF$6,851,833$298,543 ▲4.6%136,0300.5%ETFQQQInvesco QQQ$6,740,638$12,270 ▼-0.2%13,1850.5%FinanceJEPIJPMorgan Equity Premium Income ETF$6,466,179$104,705 ▲1.6%112,3960.5%ETFQCOMQUALCOMM$6,110,236$116,598 ▼-1.9%39,7750.4%Computer and TechnologyABBVAbbVie$5,997,650$18,659 ▲0.3%33,7510.4%MedicalMETAMeta Platforms$5,977,202$98,371 ▲1.7%10,2080.4%Computer and TechnologyCMICummins$5,907,724$115,038 ▼-1.9%16,9470.4%Auto/Tires/TrucksBLACKROCK INC$5,868,212$5,868,212 ▲New Holding5,7240.4%COMMMM3M$5,806,106$111,663 ▼-1.9%44,9770.4%Multi-Sector ConglomeratesDVYiShares Select Dividend ETF$5,719,822$1,864,857 ▲48.4%43,5660.4%ETFCVXChevron$5,663,662$28,824 ▲0.5%39,1020.4%Oils/EnergyKMBKimberly-Clark$5,607,706$110,731 ▲2.0%42,7930.4%Consumer StaplesTXNTexas Instruments$5,314,379$17,626 ▼-0.3%28,3410.4%Computer and TechnologyKOCoca-Cola$5,291,243$67,054 ▼-1.3%84,9860.4%Consumer StaplesCOSTCostco Wholesale$5,255,191$14,661 ▲0.3%5,7350.4%Retail/WholesaleLLYEli Lilly and Company$5,051,827$26,251 ▼-0.5%6,5430.4%MedicalBACBank of America$5,041,709$14,943 ▼-0.3%114,7140.4%FinancePFEPfizer$5,041,151$97,020 ▼-1.9%190,0170.4%MedicalPRUPrudential Financial$5,000,281$121,733 ▼-2.4%42,1850.4%FinanceWMWaste Management$4,875,281$168,496 ▼-3.3%24,1600.3%Business ServicesALLAllstate$4,839,9930.0%25,1050.3%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$4,820,850$52,997 ▼-1.1%85,5060.3%ETFBRK.ABerkshire Hathaway$4,766,4400.0%70.3%FinancePANWPalo Alto Networks$4,671,641$2,446,998 ▲110.0%25,6740.3%Computer and TechnologyDUKDuke Energy$4,504,825$635,451 ▲16.4%41,8120.3%UtilitiesPEPPepsiCo$4,473,453$390,034 ▼-8.0%29,4190.3%Consumer StaplesMGVVanguard Mega Cap Value ETF$4,458,398$672,282 ▲17.8%35,6920.3%ETFEMREmerson Electric$4,342,696$38,295 ▼-0.9%35,0410.3%Industrial ProductsPMPhilip Morris International$4,234,325$44,771 ▼-1.0%35,1830.3%Consumer StaplesPNCThe PNC Financial Services Group$4,154,568$19,285 ▼-0.5%21,5430.3%FinanceMSIMotorola Solutions$4,130,9500.0%8,9370.3%Computer and TechnologyACNAccenture$4,068,100$29,902 ▼-0.7%11,5640.3%Computer and TechnologyTRVTravelers Companies$4,063,953$30,112 ▼-0.7%16,8700.3%FinanceITAiShares U.S. Aerospace & Defense ETF$4,020,789$7,704 ▲0.2%27,6620.3%ETFCIThe Cigna Group$3,985,409$2,485 ▲0.1%14,4320.3%MedicalODFLOld Dominion Freight Line$3,850,636$43,218 ▼-1.1%21,8290.3%TransportationFDVVFidelity High Dividend ETF$3,817,128$111,117 ▲3.0%76,4340.3%ETFUNHUnitedHealth Group$3,805,092$20,234 ▼-0.5%7,5220.3%MedicalBABoeing$3,732,134$180,367 ▼-4.6%21,0850.3%AerospaceCOPConocoPhillips$3,694,578$9,917 ▲0.3%37,2550.3%Oils/EnergyHONHoneywell International$3,658,239$2,033 ▼-0.1%16,1940.3%Multi-Sector ConglomeratesSCHYSchwab International Dividend Equity ETF$3,561,482$655,014 ▼-15.5%154,0430.2%ETFLMTLockheed Martin$3,556,284$67,063 ▲1.9%7,3180.2%AerospaceLOWLowe's Companies$3,454,706$4,196 ▲0.1%13,9980.2%Retail/WholesaleGEGeneral Electric$3,425,199$82,561 ▲2.5%20,5360.2%TransportationNFLXNetflix$3,411,9730.0%3,8280.2%Consumer DiscretionaryGISGeneral Mills$3,267,140$110,067 ▲3.5%51,2330.2%Consumer StaplesAEPAmerican Electric Power$3,220,672$356,469 ▲12.4%34,9200.2%UtilitiesADPAutomatic Data Processing$3,208,906$3,805 ▲0.1%10,9620.2%Business ServicesIJTiShares S&P Small-Cap 600 Growth ETF$3,158,603$121,427 ▲4.0%23,3330.2%ETFVTVVanguard Value ETF$3,134,981$93,963 ▼-2.9%18,5170.2%ETFBXBlackstone$3,130,636$17,242 ▲0.6%18,1570.2%FinanceCRMSalesforce$3,078,988$5,015 ▼-0.2%9,2090.2%Computer and TechnologyShowing 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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