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 101–150 of 372
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | 9K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 20K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 16K | $1M+ | SH |
| — | INVESCO QQQ TR | 5K | $1M+ | PRN (Put) |
| IPKW | INVESCO EXCH TRADED FD TR II | 56K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 63K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 11K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 21K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 17K | $1M+ | SH |
| GE | GE AEROSPACE | 9K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 11K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 19K | $1M+ | SH |
| GWW | WW GRAINGER INC | 3K | $1M+ | SH |
| DIS | DISNEY WALT CO | 24K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 3K | $1M+ | SH |
| TJX | TJX COS INC NEW | 16K | $1M+ | SH |
| CRM | SALESFORCE INC | 9K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| VST | VISTRA CORP | 14K | $1M+ | SH |
| IYW | ISHARES TR | 12K | $1M+ | SH |
| EXC | EXELON CORP | 51K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 4K | $1M+ | SH |
| ETN | EATON CORP PLC | 7K | $1M+ | SH |
| MS | MORGAN STANLEY | 12K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 4K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 40K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 7K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 17K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 6K | $1M+ | SH |
| USB | US BANCORP DEL | 35K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 42K | $1M+ | SH |
| AVGO | BROADCOM INC | 5K | $1M+ | SH |
| NOW | SERVICENOW INC | 12K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 23K | $1M+ | SH |
| GLD | SPDR GOLD TR | 4K | $1M+ | SH |
| CI | THE CIGNA GROUP | 6K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 41K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 21K | $1M+ | SH |
| MKL | MARKEL GROUP INC | 737 | $1M+ | SH |
| IJR | ISHARES TR | 13K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 19K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 6K | $1M+ | SH |
| GEV | GE VERNOVA INC | 2K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 17K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 31K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| UNP | UNION PAC CORP | 6K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 15K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 25K | $1M+ | SH |