IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Principle Wealth Partners LLC

Q1 2022 Holdings

Filed 2022-05-12 | 325 holdings | $44.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares Russell Mid-Cap Growth ETF(IWP)ETF464287481$4694,6700.0%
Moderna Inc COM(MRNA)Stock60770K107$4712,7370.0%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)ADR874039100$4764,5660.0%
Church & Dwight Co Inc COM(CHD)Stock171340102$4774,8000.0%
Schwab Charles Corp COM(SCHW)Stock808513105$4785,6640.0%
MGM Resorts International COM(MGM)Stock552953101$48611,5800.0%
Churchill Downs Inc COM(CHDN)Stock171484108$4882,2000.0%
Dupont de Nemours Inc COM(DD)Stock26614N102$4886,6300.0%
Ishares S&P Small-Cap 600 Growth ETF(IJT)ETF464287887$4973,9750.0%
Mondelez Intl Inc CL A(MDLZ)Stock609207105$5048,0300.0%
KKR & Co Inc COM(KKR)Stock48251W104$5178,8500.0%
Stanley Black & Decker Inc COM(SWK)Stock854502101$5303,7910.0%
Avangrid Inc COM(AGREUR)Stock05351W103$53011,3400.0%
Novartis AG Sponsored ADR(NVSN)ADR66987V109$5316,0520.0%
Ishares Preferred and Income Securities ETF(PFF)ETF464288687$53414,6630.0%
Ishares International Dividend Growth ETF(IGRO)ETF46435G524$5348,1870.0%
Wells Fargo Co New Perp PFD CNV A(WFC)Convertible Preferred949746804$5384060.0%
Proshares S&P 500 Dividend Aristocrats ETF(NOBL)ETF74348A467$5405,6940.0%
Stryker Corporation COM(SYK)Stock863667101$5461,9000.0%
Dominion Energy Inc COM(D)Stock25746U109$5566,5480.0%
Invesco S&P Midcap Quality ETF(XMHQ)ETF46137V472$5577,3690.0%
Ishares S&P Global Clean Energy Index Fund(ICLN)ETF464288224$56226,1180.0%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$56710,6230.0%
S&P Global Inc COM(SPGI)Stock78409V104$5881,4330.0%
CSX Corp COM(CSX)Stock126408103$59115,7770.0%
Invesco Ftse Rafi US 1500A Small-Mida ETF(PRFZ)ETF46137V597$5963,2650.0%
Bank New York Mellon Corp COM(BK)Stock064058100$60112,1000.0%
Ishares Core S&P 500 ETF(IVV)ETF464287200$6031,3290.0%
Vanguard International High Dividend Yield ETF(VYMI)ETF921946794$6169,1130.0%
Ishares Gold Trust(IAU)ETF464285204$62316,9270.0%
Washington TR Bancorp Inc COM(WASH)Stock940610108$62511,9130.0%
Intuit COM(INTU)Stock461202103$6261,3020.0%
International Flavors&fragranc COM(IFF)Stock459506101$6274,7730.0%
First Trust Municipal High Income ETF(FMHI)ETF33739P301$63612,4270.0%
BlackRock Inc COM(BLKCHF)Stock09247X101$6528540.0%
Wisdomtree U.S. Smallcap Dividend Fund(DES)ETF97717W604$65820,6590.0%
Chubb Limited COM(CB)StockH1467J104$6583,0770.0%
Target Corp COM(TGT)Stock87612E106$6803,2030.0%
Vanguard Consumer Staples Index Fund(VDC)ETF92204A207$6913,5280.0%
Colgate Palmolive Co COM(CL)Stock194162103$7109,3670.0%
Ishares Msci KLD 400 Social ETF(DSI)ETF464288570$7188,2930.0%
AIR Prods & Chems Inc COM(APD)Stock009158106$7192,8770.0%
Fulton Finl Corp PA COM(FULT)Stock360271100$72943,8460.0%
CME Group Inc COM(CME)Stock12572Q105$7553,1750.0%
American Tower Corp New COM(AMT)REIT03027X100$7563,0080.0%
JPMorgan Ultra-Short Income ETF(JPST)ETF46641Q837$76215,1610.0%
Invesco S&P 500 Equal Weight ETF(RSP)ETF46137V357$7704,8830.0%
Eaton Corp PLC SHS(ETN)StockG29183103$7745,1010.0%
Parker-Hannifin Corp COM(PH)Stock701094104$7802,7500.0%
Medtronic PLC SHS(MDT)StockG5960L103$7867,0800.0%
PreviousPage 3 of 7Next