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Portfolio (Quarterly) Guide ↗

Principle Wealth Partners LLC

· CIK 0001743413
13F Portfolio $1.8B AUM 372 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 24 New 113 Added 90 Reduced 11 Exited
Page 3 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WMT WALMART INC Consumer Defensive 35,185.0 $3.9M 0.22% +16K +82.8% $111.41 +8.0%
42 VOO VANGUARD INDEX FDS 5,853.0 $3.7M 0.21% +479.0 +8.9% $627.15 +9.3%
43 LMT LOCKHEED MARTIN CORP Industrials 7,541.0 $3.6M 0.20% +265.0 +3.6% $483.70 +10.2%
44 NFLX NETFLIX INC Communication Services 38,468.0 $3.6M 0.20% +35K +900.5% $93.76 -5.5%
45 PEP PEPSICO INC Consumer Defensive 24,759.0 $3.6M 0.20% +6K +32.3% $143.52 +4.9%
46 D DOMINION ENERGY INC Utilities 59,713.0 $3.5M 0.20% +1K +1.8% $58.59 +15.5%
47 COP CONOCOPHILLIPS Energy 37,313.0 $3.5M 0.20% +218.0 +0.6% $93.61 +28.7%
48 AXP AMERICAN EXPRESS CO Financial Services 8,597.0 $3.2M 0.18% +43.0 +0.5% $369.93 -15.7%
49 IPKW INVESCO EXCH TRADED FD TR II 56,137.0 $3.1M 0.18% +37K +198.5% $55.57 +5.4%
50 TFC TRUIST FINL CORP Financial Services 63,300.0 $3.1M 0.17% +517.0 +0.8% $49.21 -1.7%
51 SDY SPDR SERIES TRUST 21,302.0 $3.0M 0.17% +1K +7.0% $139.16 +7.8%
52 ADP AUTOMATIC DATA PROCESSING IN Industrials 10,927.0 $2.8M 0.16% +596.0 +5.8% $257.23 -12.4%
53 XLK SELECT SECTOR SPDR TR 19,441.0 $2.8M 0.16% +9K +85.7% $143.97 +25.3%
54 VB VANGUARD INDEX FDS 9,673.0 $2.5M 0.14% +52.0 +0.5% $257.94 +12.1%
55 VST VISTRA CORP Utilities 14,462.0 $2.3M 0.13% +73.0 +0.5% $161.34 -3.1%
56 ISRG INTUITIVE SURGICAL INC Healthcare 3,751.0 $2.1M 0.12% +25.0 +0.7% $566.36 -22.6%
57 MS MORGAN STANLEY Financial Services 11,837.0 $2.1M 0.12% +237.0 +2.0% $177.53 +13.2%
58 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 6,234.0 $1.9M 0.11% +162.0 +2.7% $303.87 +33.1%
59 USB US BANCORP DEL Financial Services 34,718.0 $1.9M 0.10% +1K +3.1% $53.36 +2.8%
60 DIVO AMPLIFY ETF TR 41,542.0 $1.8M 0.10% +4K +11.6% $44.50 +3.8%
Page 3 of 6  ·  113 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.6%
Financial Services 23.3%
Industrials 11.3%
Consumer Cyclical 9.1%
Healthcare 8.5%
Communication Services 7.9%
Consumer Defensive 4.4%
Utilities 3.2%
Energy 3.0%
Basic Materials 0.5%