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 151–200 of 372
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RAAX | VANECK ETF TRUST | 38K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 6K | $1M+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 2K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 9K | $1M+ | SH |
| VFH | VANGUARD WORLD FD | 9K | $1M+ | SH |
| MTB | M & T BK CORP | 6K | $1M+ | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 4K | $1M+ | SH |
| AFL | AFLAC INC | 11K | $1M+ | SH |
| ES | EVERSOURCE ENERGY | 18K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 5K | $1M+ | SH |
| IJH | ISHARES TR | 17K | $1M+ | SH |
| CB | CHUBB LIMITED | 3K | $1M+ | SH |
| DON | WISDOMTREE TR | 21K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 10K | $1M+ | SH |
| ABT | ABBOTT LABS | 8K | $1M+ | SH |
| IWF | ISHARES TR | 2K | $1M+ | SH |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | 32K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 14K | $1M+ | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 8K | $500K+ | SH |
| OTIS | OTIS WORLDWIDE CORP | 11K | $500K+ | SH |
| INTU | INTUIT | 1K | $500K+ | SH |
| TROW | PRICE T ROWE GROUP INC | 9K | $500K+ | SH |
| T | AT&T INC | 37K | $500K+ | SH |
| CRWV | COREWEAVE INC | 13K | $500K+ | SH |
| DSI | ISHARES TR | 7K | $500K+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 2K | $500K+ | SH |
| OR | OR ROYALTIES INC. | 25K | $500K+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 17K | $500K+ | SH |
| SOXX | ISHARES TR | 3K | $500K+ | SH |
| ZTS | ZOETIS INC | 7K | $500K+ | SH |
| PID | INVESCO EXCHANGE TRADED FD T | 38K | $500K+ | SH |
| SYK | STRYKER CORPORATION | 2K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 14K | $500K+ | SH |
| FULT | FULTON FINL CORP PA | 42K | $500K+ | SH |
| BAC-PL | BANK AMERICA CORP | 647 | $500K+ | SH |
| IBB | ISHARES TR | 5K | $500K+ | SH |
| CTVA | CORTEVA INC | 12K | $500K+ | SH |
| SBUX | STARBUCKS CORP | 9K | $500K+ | SH |
| SPYG | SPDR SERIES TRUST | 7K | $500K+ | SH |
| DGRO | ISHARES TR | 11K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 9K | $500K+ | SH |
| MSTR | STRATEGY INC | 5K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 13K | $500K+ | SH |
| ENB | ENBRIDGE INC | 15K | $500K+ | SH |
| LIN | LINDE PLC | 2K | $500K+ | SH |
| CME | CME GROUP INC | 3K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 15K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| IJT | ISHARES TR | 5K | $500K+ | SH |