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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 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VO VANGUARD INDEX FDS 31,380.0 $9.1M 0.51% +722.0 +2.4% $290.22 -73.1%
42 GD GENERAL DYNAMICS CORP Industrials 26,745.0 $9.0M 0.51% -349.0 -1.3% $336.66 +1.9%
43 SO SOUTHERN CO Utilities 100,551.0 $8.8M 0.49% -2K -2.3% $87.20 +8.4%
44 MRK MERCK & CO INC Healthcare 82,266.0 $8.7M 0.49% +6K +8.4% $105.26 +16.3%
45 JEPQ J P MORGAN EXCHANGE TRADED F 145,107.0 $8.4M 0.47% +2K +1.7% $58.12 +3.6%
46 CMI CUMMINS INC Industrials 16,363.0 $8.4M 0.47% $510.45 +25.3%
47 CVX CHEVRON CORP NEW Energy 52,949.0 $8.1M 0.45% -690.0 -1.3% $152.41 +25.6%
48 QQQ INVESCO QQQ TR Financial Services 13,130.0 $8.1M 0.45% -2K -15.5% $614.33 +16.8%
49 KO COCA COLA CO Consumer Defensive 107,769.0 $7.5M 0.42% +23K +27.1% $69.91 +16.6%
50 ABBV ABBVIE INC Healthcare 32,956.0 $7.5M 0.42% $228.49 -5.6%
51 MMM 3M CO Industrials 45,310.0 $7.3M 0.41% +804.0 +1.8% $160.10 -4.8%
52 BAC BANK AMERICA CORP Financial Services 120,058.0 $6.6M 0.37% +686.0 +0.6% $55.00 -5.8%
53 QCOM QUALCOMM INC Technology 36,931.0 $6.3M 0.35% -934.0 -2.5% $171.05 +39.2%
54 BLK BLACKROCK INC Financial Services 5,714.0 $6.1M 0.34% +129.0 +2.3% $1070.30 +0.3%
55 DVY ISHARES TR 42,916.0 $6.1M 0.34% -349.0 -0.8% $141.14 +10.4%
56 XMHQ INVESCO EXCHANGE TRADED FD T 59,028.0 $6.0M 0.34% -3K -5.5% $102.42 +5.9%
57 UNH UNITEDHEALTH GROUP INC Healthcare 17,676.0 $5.8M 0.33% +1K +7.4% $330.11 +17.7%
58 OFLX OMEGA FLEX INC Industrials 192,275.0 $5.7M 0.32% $29.44 +0.6%
59 ITA ISHARES TR 26,267.0 $5.6M 0.32% $214.69 +5.0%
60 PM PHILIP MORRIS INTL INC Consumer Defensive 35,044.0 $5.6M 0.32% +869.0 +2.5% $160.40 +17.8%
Page 3 of 19  ·  372 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%