HoldingsChannel.com
Principle Wealth Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
OMEGA FLEX INC COM 406,145 UNCH $34,279
     OFLX406,145UNCH$34,279
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) 246,823 +158,341 $25,519
     VIG246,823+158,341$25,519
VANGUARD GROWTH INDEX FUND (VUG) 123,232 +94,376 $19,309
     VUG123,232+94,376$19,309
APPLE INC COM 61,516 +2,657 $15,643
     AAPL61,516+2,657$15,643
AMGEN INC COM 57,877 UNCH $11,733
     AMGN57,877UNCH$11,733
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF (VIGI) 170,535 +28,539 $9,946
     VIGI170,535+28,539$9,946
AMAZON COM INC COM 4,479 +1,242 $8,733
     AMZN4,479+1,242$8,733
JOHNSON & JOHNSON COM 55,565 -1,660 $7,286
     JNJ55,565-1,660$7,286
PFIZER INC COM 213,505 -337 $6,969
     PFE213,505-337$6,969
INTEL CORP COM 124,897 -5,445 $6,759
     INTC124,897-5,445$6,759
BOEING CO COM 44,399 +7,852 $6,622
     BA44,399+7,852$6,622
BERKSHIRE HATHAWAY INC DEL CL B NEW      $6,025
     BRK.B19,566+429$3,577
     BRK.A9UNCH$2,448
VISA INC COM CL A 34,072 -666 $5,490
     V34,072-666$5,490
VANGUARD S&P 500 GROWTH ETF (VOOG) 34,811 -1,138 $5,182
     VOOG34,811-1,138$5,182
MICROSOFT CORP COM 31,401 -1,316 $4,952
     MSFT31,401-1,316$4,952
JPMORGAN CHASE & CO COM 37,171 +4,027 $3,347
     JPM37,171+4,027$3,347
ALPHABET INC CAP STK CL C 2,745 -125 $3,192
     GOOG2,745-125$3,192
ALPHABET INC CAP STK CL A 2,617 -6 $3,041
     GOOGL2,617-6$3,041
BK OF AMERICA CORP COM      $3,033
     BAC108,298-7,926$2,299
     BAC.PRL580UNCH$734
ALLSTATE CORP COM 25,073 UNCH $2,300
     ALL25,073UNCH$2,300
FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF (LMBS) 43,902 +32,890 $2,239
     LMBS43,902+32,890$2,239
PROCTER & GAMBLE CO COM 19,777 -52 $2,175
     PG19,777-52$2,175
VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) 9,977 -1,188 $2,114
     VGT9,977-1,188$2,114
RAYTHEON TECHNOLOGIES CORP COM 20,618 +20,618 $1,945
     RTX20,618+20,618$1,945
GENERAL DYNAMICS CORP COM 14,381 +585 $1,903
     GD14,381+585$1,903
VANGUARD HEALTH CARE INDEX FUND (VHT) 10,993 +2,649 $1,826
     VHT10,993+2,649$1,826
INTERNATIONAL BUSINESS MACHS COM 16,198 -642 $1,797
     IBM16,198-642$1,797
GOLDMAN SACHS GROUP INC COM 11,276 +430 $1,743
     GS11,276+430$1,743
VANGUARD FINANCIALS INDEX FUND (VFH) 33,969 -5,375 $1,723
     VFH33,969-5,375$1,723
GENERAL ELECTRIC CO COM 214,369 +12,620 $1,702
     GE214,369+12,620$1,702
HOME DEPOT INC COM 8,691 -368 $1,623
     HD8,691-368$1,623
FACEBOOK INC CL A 8,927 -805 $1,489
     FB8,927-805$1,489
SCHWAB US DIVIDEND EQUITY ETF (SCHD) 32,860 -5,962 $1,478
     SCHD32,860-5,962$1,478
UNITEDHEALTH GROUP INC COM 5,690 +1,949 $1,419
     UNH5,690+1,949$1,419
CONOCOPHILLIPS COM 45,475 -285 $1,401
     COP45,475-285$1,401
CVS HEALTH CORP COM 21,947 -142 $1,302
     CVS21,947-142$1,302
PHILLIPS 66 COM 24,124 -2,120 $1,294
     PSX24,124-2,120$1,294
INVESCO QQQ TRUST 6,518 -336 $1,241
     QQQ6,518-336$1,241
DISNEY WALT CO COM DISNEY 12,765 -285 $1,233
     DIS12,765-285$1,233
MASTERCARD INC CL A 4,832 -40 $1,167
     MA4,832-40$1,167
MOTOROLA SOLUTIONS INC COM NEW 8,571 UNCH $1,139
     MSI8,571UNCH$1,139
ISHARES U.S. AEROSPACE & DEFENSE ETF (ITA) 7,849 +6,089 $1,129
     ITA7,849+6,089$1,129
VANGUARD REAL ESTATE ETF (VNQ) 15,714 -20,532 $1,098
     VNQ15,714-20,532$1,098
LOCKHEED MARTIN CORP COM 3,049 -119 $1,033
     LMT3,049-119$1,033
ARK INNOVATION ETF (ARKK) 22,896 +1,007 $1,007
     ARKK22,896+1,007$1,007
MCDONALDS CORP COM 6,018 -74 $995
     MCD6,018-74$995
SPDR S&P 500 ETF (SPY) 3,841 -1,855 $990
     SPY3,841-1,855$990
WELLS FARGO CO NEW PERP PFD CNV A      $978
     WFC.PRL506UNCH$645
     WFC11,595-7,216$333
VERIZON COMMUNICATIONS INC COM 15,560 -257 $836
     VZ15,560-257$836
INVESCO FTSE RAFI US 1000 ETF (PRF) 8,789 -11,394 $812
     PRF8,789-11,394$812

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 03/31/2020: $266,492
At 12/31/2019: $313,135

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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