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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Principle Wealth Partners LLC

Quarter ended Q2 2023 · Filed May 10, 2023 · Accession 0001951757-23-000281

Total Value
$935.4M
Positions
313
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (313)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL379,907$62.6M6.70%
2JPMORGAN CHASE & COVYLD353,907$46.1M4.93%
3VANGUARD SPECIALIZED FUNDS921908844261,127$40.2M4.30%
4MICROSOFT CORPMSFT108,602$31.3M3.35%
5VANGUARD INDEX FDS922908736116,076$29.0M3.10%
6SCHWAB STRATEGIC TR808524797364,122$26.6M2.85%
7OMEGA FLEX INCOFLX192,275$21.4M2.29%
8ISHARES TR464288661180,533$21.2M2.27%
9MCDONALDS CORPMCD62,222$17.4M1.86%
10PFIZER INCPFE421,844$17.2M1.84%
11AMGEN INCAMGN69,759$16.9M1.80%
12AMAZON COM INCAMZN161,052$16.6M1.78%
13JOHNSON & JOHNSONJNJ106,507$16.5M1.76%
14VANGUARD WHITEHALL FDS921946406139,079$14.7M1.57%
15FIDELITY MERRIMACK STR TR316188309303,436$14.0M1.49%
16RAYTHEON TECHNOLOGIES CORPRTX126,088$12.3M1.32%
17HOME DEPOT INCHD39,234$11.6M1.24%
18PROCTER AND GAMBLE CO74271810976,411$11.4M1.21%
19VANGUARD ADMIRAL FDS INC92193250548,252$11.1M1.19%
20CISCO SYS INCCSCO190,108$9.9M1.06%
21ALPHABET INCGOOG89,377$9.3M0.99%
22ALPHABET INCGOOG88,979$9.2M0.99%
23VANGUARD WORLD FDS92204A30679,912$9.1M0.98%
24VISA INCV39,479$8.9M0.95%
25AMPLIFY ETF TR032108409249,944$8.9M0.95%
26BOEING COBA-PA38,948$8.3M0.88%
27NVIDIA CORPORATIONNVDA27,744$7.7M0.82%
28EXXON MOBIL CORPXOM70,009$7.7M0.82%
29INTEL CORPINTC234,773$7.7M0.82%
30VANGUARD INDEX FDS92290876937,193$7.6M0.81%
31MERCK & CO INCMRK69,382$7.4M0.79%
32VANGUARD INDEX FDS92290862933,923$7.2M0.76%
33SPDR S&P 500 ETF TRSPY17,392$7.1M0.76%
34VANGUARD WORLD FDS92204A70218,346$7.1M0.76%
35INTERNATIONAL BUSINESS MACHSINTR53,159$7.0M0.75%
36BERKSHIRE HATHAWAY INC DELBRK-A21,595$6.7M0.71%
37SCHWAB STRATEGIC TR808524672278,455$6.6M0.70%
38GOLDMAN SACHS GROUP INCGSCE20,107$6.6M0.70%
39SOUTHERN COSOMN91,174$6.3M0.68%
40ORACLE CORPORCL-PD67,454$6.3M0.67%
41CHEVRON CORP NEWCVX37,473$6.1M0.65%
42GENERAL DYNAMICS CORPGD26,663$6.1M0.65%
43KIMBERLY-CLARK CORPKMB41,178$5.5M0.59%
44CATERPILLAR INCCAT23,395$5.4M0.57%
45TEXAS INSTRS INC88250810428,695$5.3M0.57%
46SELECT SECTOR SPDR TR81369Y50664,204$5.3M0.57%
47QUALCOMM INCQCOM40,909$5.2M0.56%
48PEPSICO INCPEP28,228$5.1M0.55%
49ABBVIE INCABBV32,252$5.1M0.55%
503M COMMM48,444$5.1M0.54%
51CONOCOPHILLIPSCOP50,218$5.0M0.53%
52COCA COLA COKO79,222$4.9M0.53%
53DOW INCDOW84,632$4.6M0.50%
54WASTE MGMT INC DEL94106L10926,597$4.3M0.46%
55VANGUARD SCOTTSDALE FDS92206C10270,005$4.1M0.44%
56CUMMINS INCCMI17,120$4.1M0.44%
57GENERAL MLS INC37033410447,778$4.1M0.44%
58INVESCO QQQ TRIVZ12,366$4.0M0.42%
59TESLA INCTSLA19,064$4.0M0.42%
60VERIZON COMMUNICATIONS INCVZ99,758$3.9M0.41%
61OLD DOMINION FREIGHT LINE INODFL10,883$3.7M0.40%
62THE CIGNA GROUP12552310014,469$3.7M0.40%
63PHILIP MORRIS INTL INC71817210936,459$3.5M0.38%
64VANECK ETF TRUST92189F67613,114$3.5M0.37%
65UNITEDHEALTH GROUP INCUNH7,279$3.4M0.37%
66BANK AMERICA CORP060505104119,026$3.4M0.36%
67ISHARES TR46428716828,805$3.4M0.36%
68INVESCO EXCHANGE TRADED FD TIVZ38,931$3.3M0.36%
69EMERSON ELEC COEMR37,686$3.3M0.35%
70BERKSHIRE HATHAWAY INC DELBRK-A7$3.3M0.35%
71LOCKHEED MARTIN CORPLMT6,633$3.1M0.34%
72BLACKROCK INCBLK4,534$3.0M0.32%
73VANGUARD WORLD FD92191084029,670$3.0M0.32%
74NEXTERA ENERGY INCNEE-PW38,774$3.0M0.32%
75HONEYWELL INTL INC43851610615,611$3.0M0.32%
76COSTCO WHSL CORP NEW22160K1055,855$2.9M0.31%
77TRAVELERS COMPANIES INCTRV16,471$2.8M0.30%
78SELECT SECTOR SPDR TR81369Y20921,733$2.8M0.30%
79ALLSTATE CORPALL-PJ25,105$2.8M0.30%
80LOWES COS INC54866110713,896$2.8M0.30%
81NORFOLK SOUTHN CORP65584410812,682$2.7M0.29%
82ARCHER DANIELS MIDLAND COADM33,654$2.7M0.29%
83PHILLIPS 66PSX26,240$2.7M0.28%
84CVS HEALTH CORPCVS35,720$2.7M0.28%
85KELLOGG COBEKE38,576$2.6M0.28%
86MOTOROLA SOLUTIONS INCMSI8,937$2.6M0.27%
87VANGUARD WORLD FDS92204A50410,534$2.5M0.27%
88SCHWAB CHARLES CORPSCHW-PJ47,500$2.5M0.27%
89AUTOMATIC DATA PROCESSING INADP10,940$2.4M0.26%
90DISNEY WALT CO25468710624,305$2.4M0.26%
91SPDR SER TR78464A76317,705$2.2M0.23%
92PNC FINL SVCS GROUP INC69347510516,784$2.1M0.23%
93FIRST TR EXCH TRADED FD III33739P830103,077$2.0M0.22%
94GRAINGER W W INC3848021042,828$1.9M0.21%
95META PLATFORMS INCMETA9,187$1.9M0.21%
96VANGUARD INDEX FDS92290874414,066$1.9M0.21%
97VANGUARD INDEX FDS9229083635,135$1.9M0.21%
98GENERAL ELECTRIC CO36960430120,141$1.9M0.21%
99LILLY ELI & COLLY5,602$1.9M0.21%
100INVESCO EXCHANGE TRADED FD TIVZ25,662$1.9M0.20%
101FIDELITY COVINGTON TRUST31609284049,193$1.9M0.20%
102DUKE ENERGY CORP NEWDUKB19,156$1.8M0.20%
103PRUDENTIAL FINL INCPUKPF21,999$1.8M0.19%
104MASTERCARD INCORPORATEDMA4,904$1.8M0.19%
105ISHARES TR46428876015,456$1.8M0.19%
106SALESFORCE INCCRM8,885$1.8M0.19%
107BLACKSTONE INCBX19,717$1.7M0.19%
108AMERICAN ELEC PWR CO INC02553710118,509$1.7M0.18%
109VANGUARD INDEX FDS9229087518,841$1.7M0.18%
110THERMO FISHER SCIENTIFIC INCTMO2,693$1.6M0.17%
111ISHARES TR4642875154,875$1.5M0.16%
112DANAHER CORPORATION2358511025,893$1.5M0.16%
113ACCENTURE PLC IRELANDACN5,173$1.5M0.16%
114CROWDSTRIKE HLDGS INCCRWD10,500$1.4M0.15%
115WISDOMTREE TRWT35,040$1.4M0.15%
116EVERSOURCE ENERGYES18,334$1.4M0.15%
117ADOBE SYSTEMS INCORPORATEDADBE3,470$1.3M0.14%
118UNION PAC CORPUNP6,518$1.3M0.14%
119TJX COS INC NEW87254010916,622$1.3M0.14%
120STARBUCKS CORPSBUX12,137$1.3M0.14%
121NETFLIX INCNFLX3,544$1.2M0.13%
122SELECT SECTOR SPDR TR81369Y8038,107$1.2M0.13%
123ELEVANCE HEALTH INCELV2,654$1.2M0.13%
124MEDTRONIC PLCMDT15,024$1.2M0.13%
125NIKE INCNKE9,846$1.2M0.13%
126ILLINOIS TOOL WKS INC4523081094,815$1.2M0.13%
127ISHARES TR46428772112,592$1.2M0.12%
128CARRIER GLOBAL CORPORATIONCARR25,195$1.2M0.12%
129US BANCORP DELUSB-PS31,945$1.2M0.12%
130EATON CORP PLCETN6,711$1.1M0.12%
131MORGAN STANLEYMS-PQ12,565$1.1M0.12%
132SERVICENOW INCNOW2,304$1.1M0.11%
133AMERICAN EXPRESS COAXP6,359$1.0M0.11%
134SELECT SECTOR SPDR TR81369Y70410,181$1.0M0.11%
135AT&T INCT-PC52,390$1.0M0.11%
136ZOETIS INCZTS6,030$1.0M0.11%
137PRICE T ROWE GROUP INCTROW8,773$990,4860.11%
138INVESCO EXCH TRADED FD TR IIIVZ15,621$974,7500.10%
139INVESCO EXCHANGE TRADED FD TIVZ6,194$971,0950.10%
140MARKEL CORPMKL737$941,4510.10%
141PARKER-HANNIFIN CORPPH2,789$937,4110.10%
142COMCAST CORP NEWCCZ24,584$931,9790.10%
143BRISTOL-MYERS SQUIBB COCELG-RI13,402$928,8600.10%
144FIDELITY COVINGTON TRUST31609238629,203$919,5270.10%
145WHEATON PRECIOUS METALS CORPWPM18,846$907,6230.10%
146OTIS WORLDWIDE CORPOTIS10,739$906,3720.10%
147VANGUARD WORLD FDS92204A40511,425$889,8680.10%
148ISHARES TR4642875073,551$888,3180.09%
149ISHARES TR4642875566,800$878,2880.09%
150UNITED PARCEL SERVICE INCUPS4,527$878,1930.09%
151ABBOTT LABSABLZF8,572$868,0010.09%
152WALMART INCWMT5,612$827,4890.09%
153NORTHROP GRUMMAN CORPNOC1,789$826,0170.09%
154VANGUARD INTL EQUITY INDEX F9220427428,413$774,7530.08%
155AFLAC INCAFL11,893$767,3360.08%
156ARK ETF TR00214Q10418,266$736,8480.08%
157CORTEVA INCCTVA12,183$734,7570.08%
158BANK NEW YORK MELLON CORP06405810015,902$722,5870.08%
159VANGUARD WHITEHALL FDS9219468109,786$721,0170.08%
160AIR PRODS & CHEMS INCAIIR2,500$718,0070.08%
161SPDR GOLD TRGLD3,864$707,9620.08%
162STRYKER CORPORATIONSYK2,478$707,3950.08%
163INVESCO EXCHANGE TRADED FD TIVZ4,884$706,2580.08%
164SELECT SECTOR SPDR TR81369Y60521,943$705,4670.08%
165UNILEVER PLCUNLYF13,366$694,0960.07%
166WELLS FARGO CO NEW94974610118,355$686,1100.07%
167VANGUARD WORLD FDS92204A2073,528$682,7390.07%
168MAGELLAN MIDSTREAM PRTNRS LP55908010612,535$680,1490.07%
169INTERNATIONAL PAPER CO46014610318,002$649,1520.07%
170ALTRIA GROUP INCMO14,458$645,1160.07%
171FRANCO NEV CORPFNV4,287$625,0450.07%
172ARROW ELECTRS INC0427351004,905$612,4870.07%
173FULTON FINL CORP PA36027110043,846$605,9520.06%
174MONDELEZ INTL INC6092071058,591$598,9650.06%
175ISHARES GOLD TRIAU16,000$597,9200.06%
176CHUBB LIMITEDCB3,071$596,3270.06%
177AMERICAN TOWER CORP NEW03027X1002,854$583,1860.06%
178SPDR SER TR78468R78814,984$569,3920.06%
179OSISKO GOLD ROYALTIES LTD68827L10135,805$566,4350.06%
180CHURCHILL DOWNS INCCHDN2,200$565,5100.06%
181FISERV INCFISV5,000$565,1500.06%
182VANGUARD WHITEHALL FDS9219467948,995$557,2400.06%
183J P MORGAN EXCHANGE TRADED F46641Q83710,985$552,7650.06%
184ISHARES TR4642885707,068$551,2330.06%
185GE HEALTHCARE TECHNOLOGIES IGEHC6,688$548,6170.06%
186WISDOMTREE TRWT19,106$545,6670.06%
187TARGET CORPTGT3,260$539,9540.06%
188COLGATE PALMOLIVE COCL7,139$536,4960.06%
189INTUITINTU1,203$536,1410.06%
190TAIWAN SEMICONDUCTOR MFG LTD8740391005,746$534,4950.06%
191ISHARES TR4642872001,275$524,1270.06%
192ISHARES TR4642875231,171$520,8380.06%
193PROSHARES TR74348A4675,694$519,5210.06%
194INVESCO EXCH TRADED FD TR IIIVZ6,996$515,4040.06%
195ISHARES TR46434V62110,295$514,6470.06%
196MGM RESORTS INTERNATIONALMGM11,580$514,3840.05%
197NOVARTIS AGNVSEF5,447$501,1240.05%
198PAYPAL HLDGS INCPYPL6,552$497,5590.05%
199ISHARES TR4642876142,028$495,5010.05%
200HERSHEY COHSY1,869$475,4920.05%
201CONSOLIDATED EDISON INCED4,953$473,8540.05%
202CSX CORPCSX15,329$458,9500.05%
203ISHARES TR4642878874,159$457,2400.05%
204DUPONT DE NEMOURS INCDD6,323$453,8020.05%
205AVANGRID INC05351W10311,313$451,1620.05%
206HOLOGIC INCHOLX5,500$443,8500.05%
207ANALOG DEVICES INCADI2,236$441,0680.05%
208INTERNATIONAL FLAVORS&FRAGRA4595061014,758$437,5460.05%
209CLOROX CO DELCLX2,710$428,8300.05%
210ISHARES TR4642874814,670$425,2040.05%
211CHURCH & DWIGHT CO INCCHD4,800$424,3680.05%
212MODERNA INCMRNA2,745$421,5770.05%
213CME GROUP INCCME2,200$421,3440.05%
214WASHINGTON TR BANCORP INC94061010811,913$412,9050.04%
215LINDE PLCLIN1,143$406,2680.04%
216BANK AMERICA CORP060505682345$402,8770.04%
217J P MORGAN EXCHANGE TRADED F46641Q6547,893$400,8850.04%
218S&P GLOBAL INCSPGI1,149$396,1410.04%
219IQVIA HLDGS INCIQV1,920$381,8690.04%
220ISHARES TR46428822419,279$381,3390.04%
221PROLOGIS INC.PLDGP3,054$381,0480.04%
222ENTERPRISE PRODS PARTNERS L29379210714,611$378,4250.04%
223FIRST TR EXCHANGE-TRADED FD33733E1045,154$375,9330.04%
224WISDOMTREE TRWT9,830$372,1640.04%
225DOMINION ENERGY INCD6,448$360,5080.04%
226SHELL PLCRYDAF6,234$358,7040.04%
227ISHARES TR4642877621,307$356,8890.04%
228SEAGATE TECHNOLOGY HLDNGS PLSE5,385$356,0560.04%
229ISHARES TR46428868711,273$351,9330.04%
230TE CONNECTIVITY LTDTEL2,643$346,6290.04%
231MSA SAFETY INCMNESP2,595$346,4320.04%
232SPDR SER TR78464A4096,254$346,2210.04%
233VANGUARD INDEX FDS9229086371,850$345,5980.04%
234FIRST TR EXCHANGE-TRADED FD33738R5067,655$343,4590.04%
235ADVANCED MICRO DEVICES INCAMD3,494$342,4070.04%
236ISHARES TR4642878043,540$342,3180.04%
237KKR & CO INCKKRT6,500$341,3800.04%
238LAMAR ADVERTISING CO NEWLAMR3,415$341,1240.04%
239ISHARES TR4642873095,319$339,8310.04%
240PIONEER NAT RES CO7237871071,651$337,1180.04%
241EASTERLY GOVT PPTYS INC27616P10324,330$334,2940.04%
242INVESCO EXCHANGE TRADED FD TIVZ4,395$333,8880.04%
243GENERAL MTRS CO37045V1009,029$331,1750.04%
244M & T BK CORP55261F1042,764$330,5260.04%
245IRON MTN INC DEL46284V1016,245$330,4230.04%
246HELIOS TECHNOLOGIES INCHLIO5,043$329,8120.04%
247CAE INCCAE14,482$327,7280.04%
248STAR BULK CARRIERS CORP.SBLK15,097$318,8590.03%
249SCHWAB STRATEGIC TR8085246077,571$317,4320.03%
250SYNDAX PHARMACEUTICALS INCSNDX15,000$316,8000.03%
251ISHARES TR4642898676,274$313,8980.03%
252FTAI AVIATION LTDFTAIN10,889$304,4560.03%
253DOVER CORPDOV2,000$303,8800.03%
254DEERE & CODE720$297,2740.03%
255STANLEY BLACK & DECKER INCSWK3,679$296,4540.03%
256ISHARES TR4642876551,658$295,7870.03%
257WELLS FARGO CO NEW949746804250$294,0620.03%
258INTUITIVE SURGICAL INCISRG1,151$294,0460.03%
259KINDER MORGAN INC DELEP-PC16,752$293,3350.03%
260J P MORGAN EXCHANGE TRADED F46641Q3325,337$291,4000.03%
261MERCADOLIBRE INCMELI220$290,6320.03%
262CLEARWAY ENERGY INCCWEN-A9,635$289,3390.03%
263NEXTERA ENERGY INCNEE-PW6,155$285,2840.03%
264MATIV HOLDINGS INCMATV13,240$284,2630.03%
265ASTRAZENECA PLCAZN4,089$283,8170.03%
266YUM BRANDS INCYUM2,120$280,0100.03%
267BAXTER INTL INC0718131096,875$278,8500.03%
268NATIONAL RETAIL PROPERTIES INNN6,310$278,5860.03%
269SPDR SER TR78464A3594,130$276,9990.03%
270VANGUARD INDEX FDS9229085951,256$271,8110.03%
271XCEL ENERGY INCXELLL3,980$268,4110.03%
272VANGUARD SCOTTSDALE FDS92206C8703,299$264,6460.03%
273WEC ENERGY GROUP INCWEC2,770$262,5680.03%
274TEXAS PACIFIC LAND CORPORATITPL153$260,2560.03%
275WILLIAMS COS INC9694571008,632$257,7650.03%
276FIRST TR MORNINGSTAR DIVID L3369171097,260$257,7300.03%
277GILEAD SCIENCES INCGILD3,102$257,3730.03%
278FORD MTR CO DEL34537086020,218$254,7520.03%
279VIATRIS INCVTRS26,438$254,3340.03%
280ISHARES TR4642875981,670$254,2740.03%
281FIDELITY COVINGTON TRUST3160927825,545$253,7390.03%
282KOHLS CORPKSS10,740$252,8200.03%
283VANGUARD WORLD FD9219107333,515$252,0610.03%
284B & G FOODS INC NEWBGS16,035$249,0240.03%
285HERCULES CAPITAL INCHCXY19,190$247,3590.03%
286ADVANCE AUTO PARTS INCAAP2,010$244,4360.03%
287GSK PLCGLAXF6,854$243,8650.03%
288SPDR SER TR78464A6312,064$241,3020.03%
289ISHARES TR4642894381,736$241,1820.03%
290NUSHARES ETF TRNU4,292$239,2360.03%
291ENBRIDGE INCENNPF6,253$238,5520.03%
292EOG RES INCEOG2,075$237,8150.03%
293NEW YORK CMNTY BANCORP INC64944510325,945$234,5430.03%
294COMPASS DIVERSIFIEDCODI-PC12,140$231,6310.02%
295DIAGEO PLCDGEAF1,273$230,6420.02%
296POSTAL REALTY TRUST INCPSTL15,130$230,2790.02%
297PJT PARTNERS INCPJT3,155$227,7860.02%
298CARLYLE GROUP INCCGABL7,331$227,7010.02%
299VERISIGN INCVRSN1,045$220,8400.02%
300ISHARES TR4642871761,978$218,0740.02%
301DEVON ENERGY CORP NEW25179M1034,270$216,1050.02%
302CBOE GLOBAL MKTS INC12503M1081,600$214,7840.02%
303COLUMBIA BKG SYS INC1972361029,914$212,3580.02%
304ISHARES TR4642871502,329$210,8910.02%
305REALTY INCOME CORPO3,301$209,0190.02%
306APPLIED MATLS INC0382221051,694$208,0870.02%
307RAYMOND JAMES FINL INC7547301092,225$207,5260.02%
308ISHARES TR464287622919$206,9860.02%
309SABRA HEALTH CARE REIT INCSBRA17,675$203,2620.02%
310ARDAGH METAL PACKAGING S AAMPWF48,610$198,3290.02%
311WESTERN UN COWU15,630$174,2740.02%
312EATON VANCE TAX-MANAGED BUY-ETN12,800$161,6640.02%
313INVESCO EXCH TRADED FD TR IIIVZ10,550$121,1140.01%