CIK 1743413
Principle Wealth Partners LLC
Institutional 13F holdings & portfolio
Holdings
372
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 372
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MMM | 3M CO | 45K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 120K | $1M+ | SH |
| QCOM | QUALCOMM INC | 37K | $1M+ | SH |
| BLK | BLACKROCK INC | 6K | $1M+ | SH |
| DVY | ISHARES TR | 43K | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 59K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 18K | $1M+ | SH |
| OFLX | OMEGA FLEX INC | 192K | $1M+ | SH |
| ITA | ISHARES TR | 26K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 35K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 25K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 95K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 6K | $1M+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 39K | $1M+ | SH |
| ALL | ALLSTATE CORP | 25K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 39K | $1M+ | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 45K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 27K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 24K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 42K | $1M+ | SH |
| PRU | PRUDENTIAL FINL INC | 43K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 34K | $1M+ | SH |
| IDVO | AMPLIFY ETF TR | 123K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 16K | $1M+ | SH |
| PWRD | TCW ETF TRUST | 48K | $1M+ | SH |
| BX | BLACKSTONE INC | 30K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 6 | $1M+ | SH |
| KMB | KIMBERLY-CLARK CORP | 45K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 78K | $1M+ | SH |
| BA | BOEING CO | 19K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 23K | $1M+ | SH |
| ASML | ASML HOLDING N V | 4K | $1M+ | SH |
| WMT | WALMART INC | 35K | $1M+ | SH |
| PFE | PFIZER INC | 157K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 33K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 50K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 8K | $1M+ | SH |
| NFLX | NETFLIX INC | 38K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 19K | $1M+ | SH |
| PEP | PEPSICO INC | 25K | $1M+ | SH |
| D | DOMINION ENERGY INC | 60K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 37K | $1M+ | SH |
| LVHI | LEGG MASON ETF INVT | 94K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 9K | $1M+ | SH |
| PSX | PHILLIPS 66 | 26K | $1M+ | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 21K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 6K | $1M+ | SH |
| LOW | LOWES COS INC | 14K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 40K | $1M+ | SH |