HoldingsChannel.com
Principle Wealth Partners LLC Top Holdings
As of  09/30/2022, below is a summary of the Principle Wealth Partners LLC top holdings by largest position size, as per the latest 13f filing made by Principle Wealth Partners LLC. In the Principle Wealth Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Principle Wealth Partners LLC in that top holding, then the share count change between reporting periods, and finally the Principle Wealth Partners LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
DOW INC COM 82,805 +6,486 $229,080
     DOW82,805+6,486$229,080
CHEVRON CORP NEW COM 42,213 -792 $60,548
     CVX42,213-792$60,548
APPLE INC COM 378,760 -1,131 $52,345
     AAPL378,760-1,131$52,345
VANGUARD DIVIDEND APPRECIATION ETF (VIG) 321,708 +18,842 $43,482
     VIG321,708+18,842$43,482
VANGUARD GROWTH ETF (VUG) 178,674 -5,657 $38,227
     VUG178,674-5,657$38,227
JPMORGAN CHASE & CO COM 351,067 +9,501 $36,687
     JPM351,067+9,501$36,687
MICROSOFT CORP COM 104,332 +330 $24,299
     MSFT104,332+330$24,299
PFIZER INC COM 433,111 +5,939 $18,953
     PFE433,111+5,939$18,953
AMAZON COM INC COM 166,259 +3,454 $18,787
     AMZN166,259+3,454$18,787
OMEGA FLEX INC COM 192,275 -77,822 $17,809
     OFLX192,275-77,822$17,809
JOHNSON & JOHNSON COM 107,119 +761 $17,499
     JNJ107,119+761$17,499
AMGEN INC COM 69,903 +691 $15,756
     AMGN69,903+691$15,756
VANGUARD HIGH DIVIDEND YIELD INDEX ETF (VYM) 152,224 +15,522 $14,443
     VYM152,224+15,522$14,443
MCDONALDS CORP COM 62,423 +33,863 $14,404
     MCD62,423+33,863$14,404
VANGUARD S&P 500 GROWTH ETF (VOOG) 63,824 +3,141 $13,311
     VOOG63,824+3,141$13,311
HOME DEPOT INC COM 38,616 +538 $10,656
     HD38,616+538$10,656
RAYTHEON TECHNOLOGIES CORP COM 129,768 +844 $10,623
     RTX129,768+844$10,623
PROCTER AND GAMBLE CO COM 76,078 +1,255 $9,605
     PG76,078+1,255$9,605
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 140,231 +8,036 $9,316
     SCHD140,231+8,036$9,316
BERKSHIRE HATHAWAY INC DEL CL B NEW      $8,741
     BRK.B22,083+422$5,896
     BRK.A7UNCH$2,845
ALPHABET INC CAP STK CL A 86,960 +82,622 $8,318
     GOOGL86,960+82,622$8,318
ALPHABET INC CAP STK CL C 85,420 +81,155 $8,213
     GOOG85,420+81,155$8,213
VANGUARD ENERGY ETF (VDE) 74,562 +15,772 $7,574
     VDE74,562+15,772$7,574
CISCO SYS INC COM 185,688 +17,950 $7,428
     CSCO185,688+17,950$7,428
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF (DIVO) 222,823 +23,631 $7,133
     DIVO222,823+23,631$7,133
INTEL CORP COM 264,547 +31,255 $6,817
     INTC264,547+31,255$6,817
VISA INC COM CL A 38,265 -672 $6,798
     V38,265-672$6,798
SOUTHERN CO COM 95,070 +122 $6,465
     SO95,070+122$6,465
INTERNATIONAL BUSINESS MACHS COM 52,184 +1,700 $6,200
     IBM52,184+1,700$6,200
EXXON MOBIL CORP COM 70,982 +3,595 $6,197
     XOM70,982+3,595$6,197
MERCK & CO INC COM 71,203 -758 $6,132
     MRK71,203-758$6,132
GOLDMAN SACHS GROUP INC COM 20,223 +2,653 $5,926
     GS20,223+2,653$5,926
GENERAL DYNAMICS CORP COM 27,797 -377 $5,898
     GD27,797-377$5,898
INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM) 135,198 -2,263 $5,570
     XSVM135,198-2,263$5,570
VANGUARD INFORMATION TECHNOLOGY ETF (VGT) 17,027 +488 $5,234
     VGT17,027+488$5,234
3M CO COM 46,665 +7,794 $5,157
     MMM46,665+7,794$5,157
VANGUARD MID CAP ETF (VO) 27,176 +8,535 $5,108
     VO27,176+8,535$5,108
CONOCOPHILLIPS COM 49,874 -1,293 $5,104
     COP49,874-1,293$5,104
SPDR S&P 500 ETF TRUST (SPY) 13,839 +527 $4,943
     SPY13,839+527$4,943
ABBVIE INC COM 36,548 -195 $4,905
     ABBV36,548-195$4,905
BOEING CO COM 40,029 -2,319 $4,847
     BA40,029-2,319$4,847
PEPSICO INC COM 28,928 +687 $4,723
     PEP28,928+687$4,723
TESLA INC COM 17,509 +11,706 $4,644
     TSLA17,509+11,706$4,644
WASTE MGMT INC DEL COM 28,530 -80 $4,571
     WM28,530-80$4,571
KIMBERLY CLARK CORP COM 39,946 +2,494 $4,496
     KMB39,946+2,494$4,496
ENERGY SELECT SECTOR SPDR FUND (XLE) 60,864 +24,980 $4,383
     XLE60,864+24,980$4,383
COCA COLA CO COM 77,558 -399 $4,345
     KO77,558-399$4,345
TEXAS INSTRS INC COM 27,804 +1,819 $4,304
     TXN27,804+1,819$4,304
QUALCOMM INC COM 37,201 +4,824 $4,203
     QCOM37,201+4,824$4,203
CATERPILLAR INC COM 24,493 +2,763 $4,019
     CAT24,493+2,763$4,019

See Full List: All Stocks Held By Principle Wealth Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Principle Wealth Partners LLC

Size ($ in 1000's)
At 09/30/2022: $1,060,330
At 06/30/2022: $830,972

Principle Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Principle Wealth Partners LLC 13F filings. Link to 13F filings: SEC filings

Principle Wealth Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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