PRINCIPLE WEALTH PARTNERS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CAT | 21K | $10.22M |
 | BA | 20K | $4.21M |
 | HTGC | 19K | $366.57K |
 | WMT | 19K | $1.98M |
 | GS | 19K | $14.94M |
 | PEP | 19K | $2.63M |
 | ES | 18K | $1.26M |
 | WU | 18K | $140.09K |
 | SBRA | 17K | $314.68K |
 | BK | 17K | $1.83M |
 | TJX | 17K | $2.40M |
 | UNH | 16K | $5.68M |
 | CMI | 16K | $6.90M |
 | HON | 16K | $3.43M |
 | TRV | 16K | $4.45M |
 | META | 15K | $11.35M |
 | GIS | 15K | $765.51K |
 | DOW | 15K | $345.06K |
 | ENB | 15K | $753.37K |
 | WFC | 15K | $1.23M |
Caterpillar Inc.
CAT
Shares Held
21K
Value
$10.22M
The Boeing Company
BA
Shares Held
20K
Value
$4.21M
Hercules Capital, Inc.
HTGC
Shares Held
19K
Value
$366.57K
Walmart Inc.
WMT
Shares Held
19K
Value
$1.98M
The Goldman Sachs Group, Inc.
GS
Shares Held
19K
Value
$14.94M
PepsiCo, Inc.
PEP
Shares Held
19K
Value
$2.63M
Eversource Energy
ES
Shares Held
18K
Value
$1.26M
The Western Union Company
WU
Shares Held
18K
Value
$140.09K
Sabra Health Care REIT, Inc.
SBRA
Shares Held
17K
Value
$314.68K
The Bank of New York Mellon Corporation
BK
Shares Held
17K
Value
$1.83M
The TJX Companies, Inc.
TJX
Shares Held
17K
Value
$2.40M
UnitedHealth Group Incorporated
UNH
Shares Held
16K
Value
$5.68M
Cummins Inc.
CMI
Shares Held
16K
Value
$6.90M
Honeywell International Inc.
HON
Shares Held
16K
Value
$3.43M
The Travelers Companies, Inc.
TRV
Shares Held
16K
Value
$4.45M
Meta Platforms, Inc.
META
Shares Held
15K
Value
$11.35M
General Mills, Inc.
GIS
Shares Held
15K
Value
$765.51K
Dow Inc.
DOW
Shares Held
15K
Value
$345.06K
Enbridge Inc.
ENB
Shares Held
15K
Value
$753.37K
Wells Fargo & Company
WFC
Shares Held
15K
Value
$1.23M