HoldingsChannel.com
Principle Wealth Partners LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
OMEGA FLEX INC COM 406,145 UNCH $43,575
     OFLX406,145UNCH$43,575
APPLE INC COM 58,859 +613 $17,284
     AAPL58,859+613$17,284
AMGEN INC COM 57,877 -25 $13,952
     AMGN57,877-25$13,952
BOEING CO COM 36,547 +69 $11,906
     BA36,547+69$11,906
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) 88,482 +4,227 $11,030
     VIG88,482+4,227$11,030
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF (VIGI) 141,996 +15,561 $10,232
     VIGI141,996+15,561$10,232
PFIZER INC COM 213,842 -229 $8,378
     PFE213,842-229$8,378
JOHNSON & JOHNSON COM 57,225 -75 $8,347
     JNJ57,225-75$8,347
INTEL CORP COM 130,342 +509 $7,801
     INTC130,342+509$7,801
BERKSHIRE HATHAWAY INC DEL CL B NEW      $7,391
     BRK.B19,137-225$4,335
     BRK.A9UNCH$3,056
VANGUARD SMALL CAP INDEX FUND (VB) 41,793 +1,589 $6,923
     VB41,793+1,589$6,923
VISA INC COM CL A 34,738 -692 $6,527
     V34,738-692$6,527
VANGUARD S&P 500 GROWTH ETF (VOOG) 35,949 +261 $6,269
     VOOG35,949+261$6,269
AMAZON COM INC COM 3,237 +81 $5,981
     AMZN3,237+81$5,981
VANGUARD GROWTH INDEX FUND (VUG) 28,856 +1,817 $5,257
     VUG28,856+1,817$5,257
MICROSOFT CORP COM 32,717 -615 $5,159
     MSFT32,717-615$5,159
BANK AMER CORP COM      $4,933
     BAC116,224-2,260$4,093
     BAC.PRL580UNCH$840
JPMORGAN CHASE & CO COM 33,144 -360 $4,620
     JPM33,144-360$4,620
ALPHABET INC CAP STK CL C 2,870 +25 $3,837
     GOOG2,870+25$3,837
ALPHABET INC CAP STK CL A 2,623 -34 $3,513
     GOOGL2,623-34$3,513
VANGUARD REAL ESTATE ETF (VNQ) 36,246 +987 $3,363
     VNQ36,246+987$3,363
SCHWAB U.S. SMALL CAP ETF (SCHA) 44,336 +807 $3,354
     SCHA44,336+807$3,354
VANGUARD FINANCIALS INDEX FUND (VFH) 39,344 -5,179 $3,001
     VFH39,344-5,179$3,001
CONOCOPHILLIPS COM 45,760 UNCH $2,976
     COP45,760UNCH$2,976
PHILLIPS 66 COM 26,244 UNCH $2,924
     PSX26,244UNCH$2,924
ALLSTATE CORP COM 25,073 UNCH $2,819
     ALL25,073UNCH$2,819
VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) 11,165 -831 $2,734
     VGT11,165-831$2,734
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) 15,673 +1,145 $2,564
     VTI15,673+1,145$2,564
INVESCO FTSE RAFI US 1000 ETF (PRF) 20,183 -3,195 $2,557
     PRF20,183-3,195$2,557
GOLDMAN SACHS GROUP INC COM 10,846 -406 $2,494
     GS10,846-406$2,494
PROCTER & GAMBLE CO COM 19,829 -896 $2,477
     PG19,829-896$2,477
GENERAL DYNAMICS CORP COM 13,796 -137 $2,433
     GD13,796-137$2,433
INTERNATIONAL BUSINESS MACHS COM 16,840 -1,545 $2,257
     IBM16,840-1,545$2,257
GENERAL ELECTRIC CO COM 201,749 +59,801 $2,252
     GE201,749+59,801$2,252
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 38,822 +2,975 $2,249
     SCHD38,822+2,975$2,249
UNITED TECHNOLOGIES CORP COM 14,670 -80 $2,197
     UTX14,670-80$2,197
FACEBOOK INC CL A 9,732 -665 $1,997
     FB9,732-665$1,997
HOME DEPOT INC COM 9,059 -465 $1,978
     HD9,059-465$1,978
DISNEY WALT CO COM DISNEY 13,050 +740 $1,887
     DIS13,050+740$1,887
SPDR S&P 500 ETF (SPY) 5,696 +608 $1,833
     SPY5,696+608$1,833
WELLS FARGO CO NEW COM      $1,746
     WFC18,811-225$1,012
     WFC.PRL506UNCH$734
CVS HEALTH CORP COM 22,089 UNCH $1,641
     CVS22,089UNCH$1,641
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 36,396 -2,606 $1,619
     VWO36,396-2,606$1,619
VANGUARD HEALTH CARE INDEX FUND (VHT) 8,344 -2,249 $1,600
     VHT8,344-2,249$1,600
VANGUARD SHORT TERM GOVERNMENT BOND ETF (VGSH) 24,158 +656 $1,470
     VGSH24,158+656$1,470
INVESCO QQQ TRUST 6,854 -156 $1,457
     QQQ6,854-156$1,457
MASTERCARD INC CL A 4,872 +1 $1,455
     MA4,872+1$1,455
MOTOROLA SOLUTIONS INC COM NEW 8,571 UNCH $1,381
     MSI8,571UNCH$1,381
EXXON MOBIL CORP COM 19,676 -133 $1,373
     XOM19,676-133$1,373
LOCKHEED MARTIN CORP COM 3,168 -135 $1,234
     LMT3,168-135$1,234

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 12/31/2019: $313,135
At 09/30/2019: $289,265

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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