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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 Q4 2023 · Filed November 1, 2023 · Accession 0001951757-23-000662

Total Value
$995.2M
Positions
319
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (319)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL369,464$63.3M6.36%
2JPMORGAN CHASE & COVYLD353,381$51.2M5.15%
3VANGUARD SPECIALIZED FUNDS921908844258,273$40.1M4.03%
4MICROSOFT CORPMSFT107,685$34.0M3.42%
5SCHWAB STRATEGIC TR808524797465,167$32.9M3.31%
6VANGUARD INDEX FDS922908736115,462$31.4M3.16%
7AMAZON COM INCAMZN158,191$20.1M2.02%
8MCDONALDS CORPMCD67,583$17.8M1.79%
9JOHNSON & JOHNSONJNJ110,478$17.2M1.73%
10AMGEN INCAMGN62,285$16.7M1.68%
11VANECK ETF TRUST92189H730583,519$16.6M1.67%
12OMEGA FLEX INCOFLX192,275$15.1M1.52%
13VANGUARD INDEX FDS92290876970,713$15.0M1.51%
14FIDELITY MERRIMACK STR TR316188309312,804$13.6M1.37%
15VANGUARD WHITEHALL FDS921946406127,385$13.2M1.32%
16VANGUARD ADMIRAL FDS INC92193250550,110$12.4M1.24%
17HOME DEPOT INCHD39,510$11.9M1.20%
18PFIZER INCPFE355,349$11.8M1.18%
19ALPHABET INCGOOG87,895$11.6M1.16%
20ALPHABET INCGOOG87,576$11.5M1.15%
21ISHARES TR46436E288361,728$11.4M1.15%
22PROCTER AND GAMBLE CO74271810975,438$11.0M1.11%
23CISCO SYS INCCSCO190,425$10.2M1.03%
24NVIDIA CORPORATIONNVDA22,984$10.0M1.00%
25RTX CORPORATIONRTX127,427$9.2M0.92%
26VISA INCV38,072$8.8M0.88%
27EXXON MOBIL CORPXOM71,923$8.5M0.85%
28SCHWAB STRATEGIC TR808524672356,700$8.2M0.82%
29INTERNATIONAL BUSINESS MACHSINTR55,994$7.9M0.79%
30BERKSHIRE HATHAWAY INC DELBRK-A21,979$7.7M0.77%
31SPDR S&P 500 ETF TRSPY17,465$7.5M0.75%
32BOEING COBA-PA38,852$7.4M0.75%
33VANGUARD INDEX FDS92290862935,591$7.4M0.74%
34ISHARES TR46428866164,085$7.3M0.73%
35MERCK & CO INCMRK70,274$7.2M0.73%
36ORACLE CORPORCL-PD67,887$7.2M0.72%
37VANGUARD WORLD FDS92204A70217,064$7.1M0.71%
38INVESCO EXCHANGE TRADED FD TIVZ198,013$6.7M0.68%
39J P MORGAN EXCHANGE TRADED F46641Q837132,958$6.7M0.67%
40CATERPILLAR INCCAT23,579$6.4M0.65%
41GOLDMAN SACHS GROUP INCGSCE19,829$6.4M0.64%
42INTEL CORPINTC175,078$6.2M0.63%
43CHEVRON CORP NEWCVX36,389$6.1M0.62%
44GENERAL DYNAMICS CORPGD27,698$6.1M0.62%
45CONOCOPHILLIPSCOP50,518$6.1M0.61%
46ISHARES TR46428751517,257$5.9M0.59%
47SOUTHERN COSOMN90,427$5.9M0.59%
48J P MORGAN EXCHANGE TRADED F46641Q332107,529$5.8M0.58%
49INVESCO EXCHANGE TRADED FD TIVZ62,679$5.7M0.57%
50KIMBERLY-CLARK CORPKMB41,754$5.0M0.51%
51ABBVIE INCABBV33,267$5.0M0.50%
52PEPSICO INCPEP29,094$4.9M0.50%
53TESLA INCTSLA19,361$4.8M0.49%
54QUALCOMM INCQCOM43,372$4.8M0.48%
553M COMMM50,969$4.8M0.48%
56INVESCO EXCHANGE TRADED FD TIVZ57,387$4.6M0.46%
57INVESCO QQQ TRIVZ12,548$4.5M0.45%
58COCA COLA COKO80,200$4.5M0.45%
59DOW INCDOW86,530$4.5M0.45%
60OLD DOMINION FREIGHT LINE INODFL10,883$4.5M0.45%
61TEXAS INSTRS INC88250810427,705$4.4M0.44%
62THE CIGNA GROUP12552310014,433$4.1M0.41%
63WASTE MGMT INC DEL94106L10926,958$4.1M0.41%
64PRUDENTIAL FINL INCPUKPF43,302$4.1M0.41%
65CUMMINS INCCMI17,635$4.0M0.40%
66VANECK ETF TRUST92189F67627,732$4.0M0.40%
67UNITEDHEALTH GROUP INCUNH7,411$3.7M0.38%
68BERKSHIRE HATHAWAY INC DELBRK-A7$3.7M0.37%
69EMERSON ELEC COEMR37,596$3.6M0.36%
70J P MORGAN EXCHANGE TRADED F46654Q20375,594$3.5M0.36%
71T ROWE PRICE ETF INC87283Q867134,644$3.3M0.34%
72COSTCO WHSL CORP NEW22160K1055,841$3.3M0.33%
73PHILIP MORRIS INTL INC71817210935,258$3.3M0.33%
74BLACKROCK INCBLK4,988$3.2M0.32%
75PHILLIPS 66PSX26,240$3.2M0.32%
76BANK AMERICA CORP060505104114,699$3.1M0.32%
77ELI LILLY & COLLY5,802$3.1M0.31%
78HONEYWELL INTL INC43851610616,371$3.0M0.30%
79ISHARES TR46428716827,603$3.0M0.30%
80GENERAL MLS INC37033410446,063$2.9M0.30%
81LOCKHEED MARTIN CORPLMT7,091$2.9M0.29%
82LOWES COS INC54866110713,896$2.9M0.29%
83VANGUARD SCOTTSDALE FDS92206C10249,483$2.9M0.29%
84SCHWAB CHARLES CORPSCHW-PJ51,612$2.8M0.28%
85PNC FINL SVCS GROUP INC69347510522,926$2.8M0.28%
86ALLSTATE CORPALL-PJ25,105$2.8M0.28%
87VANGUARD WORLD FD92191084027,545$2.8M0.28%
88SELECT SECTOR SPDR TR81369Y20921,446$2.8M0.28%
89TRAVELERS COMPANIES INCTRV16,751$2.7M0.27%
90META PLATFORMS INCMETA9,045$2.7M0.27%
91VERIZON COMMUNICATIONS INCVZ83,554$2.7M0.27%
92AUTOMATIC DATA PROCESSING INADP10,745$2.6M0.26%
93VANGUARD WORLD FDS92204A50410,394$2.4M0.25%
94MOTOROLA SOLUTIONS INCMSI8,937$2.4M0.24%
95CVS HEALTH CORPCVS34,720$2.4M0.24%
96ARCHER DANIELS MIDLAND COADM31,739$2.4M0.24%
97VANGUARD STAR FDS92190976843,757$2.3M0.24%
98VANGUARD INDEX FDS92290875112,209$2.3M0.23%
99NORFOLK SOUTHN CORP65584410811,607$2.3M0.23%
100ACCENTURE PLC IRELANDACN7,413$2.3M0.23%
101GENERAL ELECTRIC CO36960430120,416$2.3M0.23%
102NEXTERA ENERGY INCNEE-PW38,542$2.2M0.22%
103VANGUARD INDEX FDS92290874416,001$2.2M0.22%
104BLACKSTONE INCBX19,819$2.1M0.21%
105VANGUARD INDEX FDS9229083635,130$2.0M0.20%
106GRAINGER W W INC3848021042,821$2.0M0.20%
107MASTERCARD INCORPORATEDMA4,916$1.9M0.20%
108DISNEY WALT CO25468710623,483$1.9M0.19%
109FIRST TR EXCH TRADED FD III33739P83097,542$1.9M0.19%
110ADOBE INCADBE3,623$1.8M0.19%
111SALESFORCE INCCRM9,068$1.8M0.18%
112LEGG MASON ETF INVT52468L50566,807$1.8M0.18%
113DUKE ENERGY CORP NEWDUKB20,616$1.8M0.18%
114ISHARES TR46428876016,757$1.8M0.18%
115FIDELITY COVINGTON TRUST31609284045,442$1.8M0.18%
116VANGUARD WORLD FDS92204A30613,296$1.7M0.17%
117SPDR SER TR78464A76314,628$1.7M0.17%
118TRUIST FINL CORP89832Q10955,769$1.6M0.16%
119DANAHER CORPORATION2358511026,218$1.5M0.16%
120US BANCORP DELUSB-PS45,740$1.5M0.15%
121CARRIER GLOBAL CORPORATIONCARR26,756$1.5M0.15%
122TJX COS INC NEW87254010916,501$1.5M0.15%
123PALO ALTO NETWORKS INCPANW6,104$1.4M0.14%
124VANGUARD WHITEHALL FDS92194679422,970$1.4M0.14%
125AMERICAN ELEC PWR CO INC02553710118,833$1.4M0.14%
126THERMO FISHER SCIENTIFIC INCTMO2,795$1.4M0.14%
127NETFLIX INCNFLX3,729$1.4M0.14%
128EATON CORP PLCETN6,451$1.4M0.14%
129UNION PAC CORPUNP6,654$1.4M0.14%
130SELECT SECTOR SPDR TR81369Y8038,107$1.3M0.13%
131ISHARES TR46428772112,592$1.3M0.13%
132SERVICENOW INCNOW2,318$1.3M0.13%
133MEDTRONIC PLCMDT15,909$1.2M0.13%
134WISDOMTREE TRWT30,390$1.2M0.13%
135ISHARES U S ETF TR46431W83824,066$1.2M0.12%
136COMCAST CORP NEWCCZ25,616$1.1M0.11%
137ILLINOIS TOOL WKS INC4523081094,815$1.1M0.11%
138STARBUCKS CORPSBUX12,137$1.1M0.11%
139PARKER-HANNIFIN CORPPH2,789$1.1M0.11%
140MARKEL GROUP INCMKL737$1.1M0.11%
141EVERSOURCE ENERGYES18,646$1.1M0.11%
142ELEVANCE HEALTH INCELV2,450$1.1M0.11%
143ZOETIS INCZTS6,055$1.1M0.11%
144SELECT SECTOR SPDR TR81369Y70410,074$1.0M0.10%
145AMPLIFY ETF TR03210840929,350$1.0M0.10%
146WALMART INCWMT6,185$989,1670.10%
147INVESCO EXCHANGE TRADED FD TIVZ30,970$985,4650.10%
148AMERICAN EXPRESS COAXP6,464$964,3640.10%
149MORGAN STANLEYMS-PQ11,630$949,8490.10%
150KELLANOVABEKE15,888$945,4950.10%
151PRICE T ROWE GROUP INCTROW8,987$942,4670.09%
152OTIS WORLDWIDE CORPOTIS11,663$936,6650.09%
153SELECT SECTOR SPDR TR81369Y50610,205$922,4710.09%
154NORTHROP GRUMMAN CORPNOC2,089$919,5570.09%
155INVESCO EXCH TRADED FD TR IIIVZ15,621$918,3590.09%
156AFLAC INCAFL11,739$900,9680.09%
157VANECK ETF TRUST92189F64311,334$859,5420.09%
158VANGUARD INTL EQUITY INDEX F9220427428,958$834,7060.08%
159NIKE INCNKE8,598$822,1410.08%
160ISHARES TR4642875566,660$814,4510.08%
161ISHARES TR4642878048,566$808,0310.08%
162VANGUARD WORLD FDS92204A4059,883$793,8030.08%
163ISHARES TR4642875073,037$757,2760.08%
164ABBOTT LABSABLZF7,772$752,7180.08%
165UNITED PARCEL SERVICE INCUPS4,827$752,3840.08%
166INVESCO EXCHANGE TRADED FD TIVZ44,751$747,7890.08%
167FIDELITY COVINGTON TRUST31609238623,068$740,4830.07%
168AIR PRODS & CHEMS INCAIIR2,584$732,2880.07%
169ARK ETF TR00214Q10418,423$730,8310.07%
170WELLS FARGO CO NEW94974610117,822$728,2070.07%
171ISHARES TR4642875231,511$715,4640.07%
172CROWDSTRIKE HLDGS INCCRWD4,245$710,5280.07%
173COLUMBIA ETF TR II19762B20225,250$692,3550.07%
174INVESCO EXCHANGE TRADED FD TIVZ4,885$692,0880.07%
175BANK NEW YORK MELLON CORP06405810015,902$678,2200.07%
176STRYKER CORPORATIONSYK2,443$667,5990.07%
177SPDR GOLD TRGLD3,799$651,3390.07%
178VANGUARD WORLD FDS92204A2073,528$644,4600.06%
179CHUBB LIMITEDCB3,071$639,3210.06%
180CORTEVA INCCTVA12,247$626,5570.06%
181WHEATON PRECIOUS METALS CORPWPM15,346$622,2800.06%
182INTUITINTU1,210$617,9850.06%
183ARROW ELECTRS INC0427351004,905$614,3020.06%
184BRISTOL-MYERS SQUIBB COCELG-RI10,524$610,8330.06%
185VANGUARD WHITEHALL FDS9219468108,467$603,9710.06%
186MONDELEZ INTL INC6092071058,698$603,6410.06%
187ISHARES TR4642885707,047$573,6960.06%
188FISERV INCFISV4,963$560,6200.06%
189ISHARES GOLD TRIAU16,000$559,8400.06%
190ISHARES TR4642876142,070$550,5990.06%
191WISDOMTREE TRWT19,456$548,6590.06%
192ISHARES TR4642877397,000$546,9800.05%
193UNILEVER PLCUNLYF10,966$541,7200.05%
194AT&T INCT-PC35,671$535,7780.05%
195ALTRIA GROUP INCMO12,688$533,5300.05%
196FULTON FINL CORP PA36027110043,846$530,9750.05%
197STANLEY BLACK & DECKER INCSWK6,189$517,2770.05%
198INTERNATIONAL PAPER CO46014610314,577$517,0460.05%
199DUPONT DE NEMOURS INCDD6,873$512,6570.05%
200CHURCHILL DOWNS INCCHDN4,400$510,5760.05%
201ISHARES TR46434V62110,295$509,9110.05%
202TAIWAN SEMICONDUCTOR MFG LTD8740391005,860$509,2550.05%
203SELECT SECTOR SPDR TR81369Y60515,322$508,2310.05%
204COLGATE PALMOLIVE COCL7,139$507,6540.05%
205PROSHARES TR74348A4675,694$504,2040.05%
206J P MORGAN EXCHANGE TRADED F46641Q6549,821$495,4690.05%
207ISHARES TR4642872001,125$483,1090.05%
208AMERICAN TOWER CORP NEW03027X1002,886$474,5200.05%
209CSX CORPCSX15,329$471,3670.05%
210GE HEALTHCARE TECHNOLOGIES IGEHC6,765$460,2910.05%
211CME GROUP INCCME2,200$440,4840.04%
212CHURCH & DWIGHT CO INCCHD4,800$439,8240.04%
213FRANCO NEV CORPFNV3,287$438,7820.04%
214NOVARTIS AGNVSEF4,247$432,5990.04%
215ISHARES TR4642874814,670$426,6040.04%
216S&P GLOBAL INCSPGI1,166$426,0760.04%
217MGM RESORTS INTERNATIONALMGM11,580$425,6810.04%
218TEXAS PACIFIC LAND CORPORATITPL233$424,8890.04%
219LINDE PLCLIN1,134$422,2450.04%
220CONSOLIDATED EDISON INCED4,925$421,2350.04%
221SPDR SER TR78468R6634,550$417,7810.04%
222PIONEER NAT RES CO7237871071,801$413,3270.04%
223MSA SAFETY INCMNESP2,595$409,1020.04%
224SHELL PLCRYDAF6,234$401,3450.04%
225KKR & CO INCKKRT6,500$400,4000.04%
226BANK AMERICA CORP060505682345$383,7120.04%
227HOLOGIC INCHOLX5,518$382,9490.04%
228ANALOG DEVICES INCADI2,177$381,0930.04%
229FIRST TR EXCHANGE-TRADED FD33733E1045,154$379,4890.04%
230ONEOK INC NEWOKE5,972$378,8040.04%
231IQVIA HLDGS INCIQV1,920$377,7600.04%
232ISHARES TR4642878873,437$376,9700.04%
233HERSHEY COHSY1,869$373,9500.04%
234ADVANCED MICRO DEVICES INCAMD3,618$371,9610.04%
235OSISKO GOLD ROYALTIES LTD68827L10131,225$366,8940.04%
236ISHARES TR4642873095,319$363,9260.04%
237VANGUARD INDEX FDS9229086371,850$362,0260.04%
238TARGET CORPTGT3,239$358,0980.04%
239CLOROX CO DELCLX2,710$355,1730.04%
240ISHARES TR4642877621,307$352,9810.04%
241M & T BK CORP55261F1042,748$347,4850.03%
242INTUITIVE SURGICAL INCISRG1,188$347,2410.03%
243SPDR SER TR78464A4095,734$339,9120.03%
244INVESCO EXCHANGE TRADED FD TIVZ4,395$338,3710.03%
245CAE INCCAE14,482$338,1550.03%
246ISHARES TR46428868710,988$331,2880.03%
247ENTERPRISE PRODS PARTNERS L29379210711,996$328,3310.03%
248GILEAD SCIENCES INCGILD4,377$328,0120.03%
249TE CONNECTIVITY LTDTEL2,643$326,4900.03%
250PROLOGIS INC.PLDGP2,909$326,4190.03%
251INTERNATIONAL FLAVORS&FRAGRA4595061014,758$324,3530.03%
252FIRST TR EXCHANGE-TRADED FD33738R5067,013$322,2470.03%
253WASHINGTON TR BANCORP INC94061010812,214$321,5950.03%
254IRON MTN INC DEL46284V1015,360$318,6520.03%
255AVANGRID INC05351W10310,480$316,1820.03%
256SCHWAB STRATEGIC TR8085246077,571$313,5710.03%
257SEAGATE TECHNOLOGY HLDNGS PLSE4,700$309,9650.03%
258ISHARES TR4642876551,658$293,0350.03%
259DOMINION ENERGY INCD6,377$284,8610.03%
260VANGUARD INDEX FDS9229085951,316$281,8610.03%
261ISHARES TR46428822419,279$281,8590.03%
262HELIOS TECHNOLOGIES INCHLIO5,043$279,7860.03%
263FIDELITY COVINGTON TRUST3160927825,835$279,2050.03%
264DOVER CORPDOV2,000$279,0200.03%
265WELLS FARGO CO NEW949746804250$278,7500.03%
266CROWN CASTLE INCCCI2,962$272,5930.03%
267DEERE & CODE720$271,7140.03%
268GENERAL MTRS CO37045V1008,228$271,2780.03%
269HERCULES CAPITAL INCHCXY16,390$269,1240.03%
270ISHARES TR4642894381,736$267,0490.03%
271YUM BRANDS INCYUM2,120$264,8730.03%
272INVESCO EXCH TRADED FD TR IIIVZ3,521$264,4950.03%
273EOG RES INCEOG2,075$262,9800.03%
274MODERNA INCMRNA2,495$257,7090.03%
275NUSHARES ETF TRNU4,292$257,3910.03%
276STAR BULK CARRIERS CORP.SBLK13,197$254,4470.03%
277NEW YORK CMNTY BANCORP INC64944510322,400$254,0160.03%
278ISHARES TR4642875981,670$253,5390.03%
279PJT PARTNERS INCPJT3,155$250,6620.03%
280VANGUARD SCOTTSDALE FDS92206C8703,299$250,6580.03%
281CBOE GLOBAL MKTS INC12503M1081,600$249,9360.03%
282FORD MTR CO DEL34537086019,991$248,2880.02%
283V F CORPVFC13,985$247,1150.02%
284LAMAR ADVERTISING CO NEWLAMR2,940$245,4020.02%
285VANGUARD WORLD FD9219107333,254$244,7660.02%
286GSK PLCGLAXF6,734$244,1080.02%
287SPDR SER TR78464A3593,590$243,4020.02%
288FIRST TR MORNINGSTAR DIVID L3369171097,260$242,7740.02%
289WILLIAMS COS INC9694571007,159$241,2020.02%
290EASTERLY GOVT PPTYS INC27616P10320,845$238,2580.02%
291KINDER MORGAN INC DELEP-PC14,162$234,8130.02%
292XCEL ENERGY INCXELLL3,980$227,7360.02%
293SABRA HEALTH CARE REIT INCSBRA16,285$227,0130.02%
294APPLIED MATLS INC0382221051,631$225,8330.02%
295PACER FDS TR69374H8575,380$224,3610.02%
296RAYMOND JAMES FINL INC7547301092,225$223,4570.02%
297WEC ENERGY GROUP INCWEC2,770$223,1240.02%
298BECTON DICKINSON & COBDX850$219,7500.02%
299ISHARES TR4642871502,329$219,3690.02%
300SYNDAX PHARMACEUTICALS INCSNDX15,000$217,8000.02%
301ISHARES TR46436E7182,150$216,4400.02%
302ISHARES TR464287622919$215,8820.02%
303SL GREEN RLTY CORP78440X8875,764$214,9970.02%
304DELL TECHNOLOGIES INCDELL3,095$213,2460.02%
305CARLYLE GROUP INCCGABL7,031$212,0550.02%
306VERISIGN INCVRSN1,045$211,6440.02%
307ENBRIDGE INCENNPF6,253$207,5370.02%
308TEREX CORP NEWTEX3,571$205,7610.02%
309ISHARES TR4642871761,978$205,1580.02%
310WHIRLPOOL CORPWHR-PA1,515$202,5560.02%
311WISDOMTREE TRWT5,360$200,8930.02%
312ORGANON & COOGN11,372$197,4240.02%
313COMPASS DIVERSIFIEDCODI-PC10,110$189,7650.02%
314B & G FOODS INC NEWBGS18,555$183,5090.02%
315WESTERN UN COWU13,520$178,1940.02%
316POSTAL REALTY TRUST INCPSTL13,005$175,5680.02%
317EATON VANCE TAX-MANAGED BUY-ETN12,800$153,2160.02%
318ARDAGH METAL PACKAGING S AAMPWF46,820$146,5470.01%
319VIATRIS INCVTRS12,603$124,2660.01%