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Principle Wealth Partners LLC

Q1 2022 Holdings

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

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IssuerClassCUSIPValue ↑Shares% Portfolio
Old Dominion Freight Line Inc COM(ODFL)Stock679580100$4.3K14,4800.0%
Verizon Communications Inc COM(VZ)Stock92343V104$4.4K87,0330.0%
Goldman Sachs Group Inc COM(GS)Stock38141G104$4.5K13,6000.0%
Kimberly-Clark Corp COM(KMB)Stock494368103$4.7K37,7710.0%
Texas Instrs Inc COM(TXN)Stock882508104$4.7K25,3590.0%
Caterpillar Inc COM(CAT)Stock149123101$4.7K20,9290.0%
Waste Mgmt Inc del COM(WM)Stock94106L109$4.7K29,8350.0%
Vanguard Energy Index Fund(VDE)ETF92204A306$4.8K44,7170.0%
BK of America Corp COM(BAC)Stock060505104$4.8K117,4200.0%
DOW Inc COM(DOW)Stock260557103$4.9K77,4030.0%
Pepsico Inc COM(PEP)Stock713448108$5.0K29,8670.0%
Coca Cola Co COM(KO)Stock191216100$5.0K81,0720.0%
3M Co COM(MMM)Stock88579Y101$5.1K34,0700.0%
Qualcomm Inc COM(QCOM)Stock747525103$5.1K33,3230.0%
First Trust Short Duration Managed Municipal ETF(FSMB)ETF33739P830$5.3K264,6470.0%
Exxon Mobil Corp COM(XOM)Stock30231G102$5.8K70,1060.0%
Vanguard Small-Cap Index Fund(VB)ETF922908751$6.1K28,4730.0%
Tesla Inc COM(TSLA)Stock88160R101$6.1K5,6890.0%
Spdr S&P 500 ETF(SPY)ETF78462F103$6.2K13,7520.0%
Vanguard Information Technology Index Fund(VGT)ETF92204A702$6.3K15,0730.0%
International Business Machs COM(IBM)Stock459200101$6.4K49,3770.0%
Merck & Co Inc COM(MRK)Stock58933Y105$6.6K80,9860.0%
General Dynamics Corp COM(GD)Stock369550108$6.7K27,8830.0%
Southern Co COM(SO)Stock842587107$7.1K98,5660.0%
Chevron Corp New COM(CVX)Stock166764100$7.2K44,2650.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$7.3K92,1690.0%
Mcdonalds Corp COM(MCD)Stock580135101$7.3K29,4370.0%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$7.6K21,6580.0%
Visa Inc COM CL A(V)Stock92826C839$8.2K37,0810.0%
Vanguard S&P 500 Growth ETF(VOOG)ETF921932505$8.4K30,4950.0%
First Trust Nasdaq Rising Dividend Achievers Fund(RDVY)ETF33738R506$9.0K183,7030.0%
Home Depot Inc COM(HD)Stock437076102$11.3K37,8990.0%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$11.5K4,1130.0%
Intel Corp COM(INTC)Stock458140100$11.5K231,9180.0%
Procter and Gamble Co COM(PG)Stock742718109$11.6K75,9980.0%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$12.4K4,4480.0%
Raytheon Technologies Corp COM(RTX)Stock75513E101$12.8K128,7950.0%
Vanguard High Dividend Yield ETF(VYM)ETF921946406$15.2K135,4690.0%
Amgen Inc COM(AMGN)Stock031162100$16.7K68,8730.0%
Vanguard International Dividend Appreciation ETF(VIGI)ETF921946810$16.8K212,2150.0%
Johnson & Johnson COM(JNJ)Stock478160104$19.1K107,6390.0%
Pfizer Inc COM(PFE)Stock717081103$22.2K429,1430.1%
Amazon COM Inc COM(AMZN)Stock023135106$24.0K7,3570.1%
Microsoft Corp COM(MSFT)Stock594918104$31.8K103,2010.1%
Omega Flex Inc COM(OFLX)Stock682095104$35.1K270,0970.1%
JPMorgan Chase & Co COM(JPM)Stock46625H100$46.1K338,2710.1%
Vanguard Dividend Appreciation Index Fund(VIG)ETF921908844$47.2K291,1240.1%
Vanguard Growth Index Fund(VUG)ETF922908736$58.6K203,8280.1%
Apple Inc COM(AAPL)Stock037833100$67.5K386,7660.2%
ARK Genomic Revolution ETF(ARKG)ETF00214Q302$209.0K4,5500.5%
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