Portfolio (Quarterly)
Guide ↗
Principle Wealth Partners LLC
· CIK 0001743413| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | UL | UNILEVER PLC | Consumer Defensive | 9,022 | $535K | 0.03% | SOLD |
| 2 | CSX | CSX CORP | Industrials | 10,221 | $363K | 0.02% | SOLD |
| 3 | IJS | ISHARES TR | — | 3,208 | $355K | 0.02% | SOLD |
| 4 | KNTK | KINETIK HOLDINGS INC | Energy | 6,572 | $281K | 0.02% | SOLD |
| 5 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 1,321 | $266K | 0.01% | SOLD |
| 6 | ARCC | ARES CAPITAL CORP | Financial Services | 11,833 | $242K | 0.01% | SOLD |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | — | 3,909 | $212K | 0.01% | SOLD |
| 8 | SPHD | INVESCO EXCH TRADED FD TR II | — | 4,272 | $211K | 0.01% | SOLD |
| 9 | FLNG | FLEX LNG LTD | Energy | 8,306 | $209K | 0.01% | SOLD |
| 10 | VICI | VICI PPTYS INC | Real Estate | 6,385 | $208K | 0.01% | SOLD |
| 11 | LYB | LYONDELLBASELL INDUSTRIES N | Basic Materials | 4,212 | $207K | 0.01% | SOLD |
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%