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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 Q3 2024 · Filed November 13, 2024 · Accession 0001951757-24-001201

Total Value
$1.41B
Positions
340
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (340)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL369,901$86.2M6.10%
2JPMORGAN CHASE & CO.VYLD352,720$74.4M5.27%
3VANGUARD SPECIALIZED FUNDS921908844253,423$50.2M3.56%
4MICROSOFT CORPMSFT109,082$46.9M3.32%
5VANGUARD INDEX FDS922908736121,492$46.6M3.30%
6INVESCO EXCHANGE TRADED FD TIVZ980,006$46.6M3.30%
7SCHWAB STRATEGIC TR808524797544,207$46.0M3.26%
8ALPS ETF TR00162Q3461,157,597$30.6M2.17%
9ISHARES TR464287804259,115$30.3M2.15%
10AMAZON COM INCAMZN156,385$29.1M2.06%
11VANECK ETF TRUST92189H730775,959$27.2M1.93%
12VANGUARD INDEX FDS92290876985,650$24.3M1.72%
13NVIDIA CORPORATIONNVDA185,797$22.6M1.60%
14MCDONALDS CORPMCD67,952$20.7M1.47%
15JOHNSON & JOHNSONJNJ113,034$18.3M1.30%
16VANGUARD ADMIRAL FDS INC92193250552,059$18.0M1.27%
17FIRST TR EXCH TRADED FD III33739P301351,632$17.4M1.23%
18VANGUARD WHITEHALL FDS921946406131,289$16.8M1.19%
19AMGEN INCAMGN51,350$16.5M1.17%
20HOME DEPOT INCHD39,800$16.1M1.14%
21ALPHABET INCGOOG94,402$15.8M1.12%
22J P MORGAN EXCHANGE TRADED F46641Q654299,307$15.2M1.08%
23RTX CORPORATIONRTX123,760$15.0M1.06%
24ALPHABET INCGOOG89,753$14.9M1.05%
25VANECK ETF TRUST92189F67660,624$14.9M1.05%
26CAPITAL GROUP GBL GROWTH EQT14020X104471,172$14.2M1.01%
27PROCTER AND GAMBLE CO74271810975,026$13.0M0.92%
28INTERNATIONAL BUSINESS MACHSINTR57,345$12.7M0.90%
29INVESCO EXCHANGE TRADED FD TIVZ109,820$11.5M0.81%
30ORACLE CORPORCL-PD63,710$10.9M0.77%
31VISA INCV38,890$10.7M0.76%
32VANGUARD WORLD FD92204A70218,081$10.6M0.75%
33BERKSHIRE HATHAWAY INC DELBRK-A22,712$10.5M0.74%
34SPDR S&P 500 ETF TRSPY18,201$10.4M0.74%
35CISCO SYS INCCSCO194,075$10.3M0.73%
36OMEGA FLEX INCOFLX192,275$9.6M0.68%
37GOLDMAN SACHS GROUP INCGSCE19,361$9.6M0.68%
38T ROWE PRICE ETF INC87283Q867274,591$9.1M0.65%
39SOUTHERN COSOMN99,078$8.9M0.63%
40CATERPILLAR INCCAT22,250$8.7M0.62%
41ISHARES TR46428751596,095$8.6M0.61%
42EXXON MOBIL CORPXOM72,334$8.5M0.60%
43GENERAL DYNAMICS CORPGD27,661$8.4M0.59%
44VANGUARD INDEX FDS92290862931,388$8.3M0.59%
45MERCK & CO INCMRK72,418$8.2M0.58%
46INVESCO EXCHANGE TRADED FD TIVZ74,319$7.6M0.54%
47QUALCOMM INCQCOM40,534$6.9M0.49%
48ABBVIE INCABBV33,646$6.6M0.47%
49J P MORGAN EXCHANGE TRADED F46641Q837130,103$6.6M0.47%
50J P MORGAN EXCHANGE TRADED F46641Q332110,576$6.6M0.47%
51INVESCO QQQ TRIVZ13,209$6.4M0.46%
523M COMMM45,842$6.3M0.44%
53COCA COLA COKO86,063$6.2M0.44%
54KIMBERLY-CLARK CORPKMB41,948$6.0M0.42%
55TEXAS INSTRS INC88250810428,435$5.9M0.42%
56ELI LILLY & COLLY6,577$5.8M0.41%
57META PLATFORMS INCMETA10,040$5.7M0.41%
58CHEVRON CORP NEWCVX38,903$5.7M0.41%
59PFIZER INCPFE193,674$5.6M0.40%
60CUMMINS INCCMI17,277$5.6M0.40%
61BLACKROCK INCBLK5,844$5.5M0.39%
62PEPSICO INCPEP31,984$5.4M0.39%
63TESLA INCTSLA20,109$5.3M0.37%
64PRUDENTIAL FINL INCPUKPF43,212$5.2M0.37%
65WASTE MGMT INC DEL94106L10924,995$5.2M0.37%
66COSTCO WHSL CORP NEW22160K1055,719$5.1M0.36%
67DOW INCDOW92,501$5.1M0.36%
68THE CIGNA GROUP12552310014,423$5.0M0.35%
69BERKSHIRE HATHAWAY INC DELBRK-A7$4.8M0.34%
70SCHWAB STRATEGIC TR808524672182,374$4.8M0.34%
71ALLSTATE CORPALL-PJ25,105$4.8M0.34%
72J P MORGAN EXCHANGE TRADED F46654Q20386,446$4.7M0.34%
73BANK AMERICA CORP060505104115,054$4.6M0.32%
74UNITEDHEALTH GROUP INCUNH7,562$4.4M0.31%
75OLD DOMINION FREIGHT LINE INODFL22,074$4.4M0.31%
76PHILIP MORRIS INTL INC71817210935,555$4.3M0.31%
77LOCKHEED MARTIN CORPLMT7,180$4.2M0.30%
78PALO ALTO NETWORKS INCPANW12,226$4.2M0.30%
79DUKE ENERGY CORP NEWDUKB35,914$4.1M0.29%
80ISHARES TR46428876027,609$4.1M0.29%
81ACCENTURE PLC IRELANDACN11,649$4.1M0.29%
82MOTOROLA SOLUTIONS INCMSI8,937$4.0M0.28%
83PNC FINL SVCS GROUP INC69347510521,643$4.0M0.28%
84TRAVELERS COMPANIES INCTRV16,995$4.0M0.28%
85ISHARES TR46428716829,362$4.0M0.28%
86CONOCOPHILLIPSCOP37,155$3.9M0.28%
87VANGUARD WORLD FD92191084030,310$3.9M0.28%
88EMERSON ELEC COEMR35,350$3.9M0.27%
89LOWES COS INC54866110713,981$3.8M0.27%
90GE AEROSPACE36960430120,041$3.8M0.27%
91FIDELITY COVINGTON TRUST31609284074,209$3.8M0.27%
92GENERAL MLS INC37033410449,507$3.7M0.26%
93PHILLIPS 66PSX26,147$3.4M0.24%
94BOEING COBA-PA22,104$3.4M0.24%
95HONEYWELL INTL INC43851610616,203$3.3M0.24%
96VANGUARD INDEX FDS92290874419,072$3.3M0.24%
97VANGUARD STAR FDS92190976850,031$3.2M0.23%
98SELECT SECTOR SPDR TR81369Y20920,963$3.2M0.23%
99AMERICAN ELEC PWR CO INC02553710131,055$3.2M0.23%
100ISHARES TR46428788722,436$3.1M0.22%
101AUTOMATIC DATA PROCESSING INADP10,949$3.0M0.21%
102NEXTERA ENERGY INCNEE-PW35,406$3.0M0.21%
103GRAINGER W W INC3848021042,771$2.9M0.20%
104TRUIST FINL CORP89832Q10966,512$2.8M0.20%
105LEGG MASON ETF INVT52468L50590,501$2.8M0.20%
106NORFOLK SOUTHN CORP65584410811,185$2.8M0.20%
107BLACKSTONE INCBX18,057$2.8M0.20%
108NETFLIX INCNFLX3,828$2.7M0.19%
109VANGUARD INDEX FDS9229083635,086$2.7M0.19%
110DISNEY WALT CO25468710626,944$2.6M0.18%
111SALESFORCE INCCRM9,224$2.5M0.18%
112SPDR SER TR78464A76317,603$2.5M0.18%
113MASTERCARD INCORPORATEDMA5,039$2.5M0.18%
114VANGUARD INDEX FDS9229087519,930$2.4M0.17%
115EXELON CORPEXC57,830$2.3M0.17%
116AMERICAN EXPRESS COAXP8,381$2.3M0.16%
117VANGUARD WORLD FD92204A5047,552$2.1M0.15%
118INTEL CORPINTC89,297$2.1M0.15%
119CARRIER GLOBAL CORPORATIONCARR25,421$2.0M0.14%
120SERVICENOW INCNOW2,226$2.0M0.14%
121EATON CORP PLCETN5,943$2.0M0.14%
122THERMO FISHER SCIENTIFIC INCTMO3,132$1.9M0.14%
123SELECT SECTOR SPDR TR81369Y8038,473$1.9M0.14%
124ISHARES TR46428772112,592$1.9M0.14%
125ADOBE INCADBE3,654$1.9M0.13%
126TJX COS INC NEW87254010915,783$1.9M0.13%
127PARKER-HANNIFIN CORPPH2,884$1.8M0.13%
128VERIZON COMMUNICATIONS INCVZ40,479$1.8M0.13%
129INTUITIVE SURGICAL INCISRG3,677$1.8M0.13%
130US BANCORP DELUSB-PS38,262$1.7M0.12%
131UNION PAC CORPUNP6,340$1.6M0.11%
132DANAHER CORPORATION2358511025,401$1.5M0.11%
133CVS HEALTH CORPCVS23,770$1.5M0.11%
134WALMART INCWMT18,343$1.5M0.10%
135SELECT SECTOR SPDR TR81369Y70410,338$1.4M0.10%
136WISDOMTREE TRWT25,990$1.3M0.09%
137ELEVANCE HEALTH INCELV2,554$1.3M0.09%
138AFLAC INCAFL11,739$1.3M0.09%
139GE VERNOVA INCGEV5,002$1.3M0.09%
140ILLINOIS TOOL WKS INC4523081094,815$1.3M0.09%
141INVESCO EXCHANGE TRADED FD TIVZ30,570$1.2M0.09%
142MORGAN STANLEYMS-PQ11,674$1.2M0.09%
143ISHARES U S ETF TR46431W83824,066$1.2M0.09%
144EVERSOURCE ENERGYES17,711$1.2M0.09%
145ADVANCED MICRO DEVICES INCAMD7,285$1.2M0.08%
146VANECK ETF TRUST92189F64312,239$1.2M0.08%
147OTIS WORLDWIDE CORPOTIS11,402$1.2M0.08%
148ZOETIS INCZTS6,040$1.2M0.08%
149MARKEL GROUP INCMKL737$1.2M0.08%
150VANGUARD WHITEHALL FDS92194679415,570$1.1M0.08%
151BANK NEW YORK MELLON CORP06405810015,902$1.1M0.08%
152VANGUARD INTL EQUITY INDEX F9220427429,364$1.1M0.08%
153STARBUCKS CORPSBUX11,062$1.1M0.08%
154INVESCO EXCH TRADED FD TR IIIVZ14,836$1.1M0.08%
155ISHARES TR4642875234,563$1.1M0.07%
156TAIWAN SEMICONDUCTOR MFG LTD8740391006,018$1.0M0.07%
157VANGUARD WORLD FD92204A4059,383$1.0M0.07%
158CHUBB LIMITEDCB3,498$1.0M0.07%
159PRICE T ROWE GROUP INCTROW9,137$995,2930.07%
160NORTHROP GRUMMAN CORPNOC1,789$944,7170.07%
161ABBOTT LABSABLZF8,182$932,7730.07%
162AMERICAN TOWER CORP NEW03027X1004,002$930,7050.07%
163ISHARES TR46428750714,913$929,3780.07%
164AMPLIFY ETF TR03210840922,243$916,1850.06%
165WELLS FARGO CO NEW94974610115,680$885,7630.06%
166UNITED PARCEL SERVICE INCUPS6,470$882,1200.06%
167ISHARES TR4642875566,027$877,5830.06%
168ISHARES TR4642872001,496$862,9230.06%
169FISERV INCFISV4,763$855,6730.06%
170SELECT SECTOR SPDR TR81369Y5069,342$820,2640.06%
171ISHARES GOLD TRIAU16,459$818,0120.06%
172STRYKER CORPORATIONSYK2,243$810,3060.06%
173INVESCO EXCHANGE TRADED FD TIVZ4,464$799,8320.06%
174PALANTIR TECHNOLOGIES INCPLTR21,400$796,0690.06%
175COMCAST CORP NEWCCZ18,950$791,5390.06%
176ISHARES TR4642876142,070$777,0370.06%
177FULTON FINL CORP PA36027110042,646$773,1720.05%
178AIR PRODS & CHEMS INCAIIR2,594$772,3190.05%
179VANGUARD WORLD FD92204A3066,299$771,4080.05%
180ISHARES TR4642885707,047$766,6430.05%
181BANK AMERICA CORP060505682601$765,0790.05%
182INVESCO EXCHANGE TRADED FD TIVZ38,262$756,8220.05%
183BRISTOL-MYERS SQUIBB COCELG-RI14,543$752,4400.05%
184COLGATE PALMOLIVE COCL7,239$751,4610.05%
185INTUITINTU1,210$751,1300.05%
186MONDELEZ INTL INC60920710510,073$742,0780.05%
187AT&T INCT-PC32,913$724,0860.05%
188STANLEY BLACK & DECKER INCSWK6,442$709,4970.05%
189CORTEVA INCCTVA11,968$703,6280.05%
190TEXAS PACIFIC LAND CORPORATITPL789$698,0600.05%
191SELECT SECTOR SPDR TR81369Y60515,401$697,9730.05%
192ALTRIA GROUP INCMO13,438$685,8530.05%
193ISHARES TR46434V62110,853$680,3750.05%
194ISHARES TR4642886615,688$680,3130.05%
195VANGUARD INDEX FDS9229085952,511$671,3680.05%
196VANGUARD WORLD FD92204A2073,028$661,5570.05%
197KKR & CO INCKKRT5,020$655,5120.05%
198SPDR GOLD TRGLD2,695$655,0470.05%
199ARROW ELECTRS INC0427351004,905$651,5310.05%
200ARCHER DANIELS MIDLAND COADM10,777$643,8180.05%
201S&P GLOBAL INCSPGI1,237$639,1130.05%
202DOMINION ENERGY INCD11,057$638,9660.05%
203WHEATON PRECIOUS METALS CORPWPM10,346$631,9340.04%
204DUPONT DE NEMOURS INCDD7,052$628,4040.04%
205CONSOLIDATED EDISON INCED6,014$626,2380.04%
206PROSHARES TR74348A4675,595$597,3100.04%
207CHURCHILL DOWNS INCCHDN4,400$594,9240.04%
208WISDOMTREE TRWT17,170$592,1930.04%
209SPDR SER TR78464A4097,132$591,5280.04%
210ARK ETF TR00214Q10412,392$588,9840.04%
211LINDE PLCLIN1,223$583,2000.04%
212OSISKO GOLD ROYALTIES LTD68827L10131,225$577,9750.04%
213DEERE & CODE1,335$557,1360.04%
214NIKE INCNKE6,289$555,9480.04%
215UNILEVER PLCUNLYF8,469$550,1460.04%
216ISHARES TR4642874814,670$547,7440.04%
217MERCADOLIBRE INCMELI256$524,2820.04%
218CSX CORPCSX15,004$518,0880.04%
219ISHARES TR4642876552,329$514,4530.04%
220ISHARES TR46428868715,350$510,0800.04%
221ISHARES TR4642873095,319$509,2940.04%
222CHURCH & DWIGHT CO INCCHD4,800$502,6560.04%
223ANALOG DEVICES INCADI2,169$499,2030.04%
224APPLIED MATLS INC0382221052,451$495,2690.04%
225INTERNATIONAL FLAVORS&FRAGRA4595061014,702$493,3810.03%
226ISHARES TR4642877627,535$489,7750.03%
227NOVARTIS AGNVSEF4,247$488,4900.03%
228CME GROUP INCCME2,200$485,4300.03%
229TARGET CORPTGT3,095$482,3870.03%
230TE CONNECTIVITY PLCTEL3,189$481,5070.03%
231NOVO-NORDISK A SNONOF3,992$475,3760.03%
232BROADCOM INCAVGO2,752$474,7480.03%
233M & T BK CORP55261F1042,661$473,9770.03%
234FIRST TR EXCHANGE-TRADED FD33733E1045,154$467,9830.03%
235J P MORGAN EXCHANGE TRADED F46654Q7407,450$466,8640.03%
236PJT PARTNERS INCPJT3,485$464,7380.03%
237MSA SAFETY INCMNESP2,595$460,1970.03%
238FIRST TR EXCHANGE-TRADED FD33738R5067,705$456,2220.03%
239IQVIA HLDGS INCIQV1,920$454,9820.03%
240INVESCO EXCHANGE TRADED FD TIVZ4,395$453,8280.03%
241SHELL PLCRYDAF6,865$452,7470.03%
242ISHARES TR4642877394,400$448,2280.03%
243HOLOGIC INCHOLX5,500$448,0300.03%
244CLOROX CO DELCLX2,734$445,3960.03%
245NEXTERA ENERGY INCNEE-PW9,470$439,0290.03%
246MEDTRONIC PLCMDT4,826$434,4850.03%
247NNN REIT INCNNN8,784$425,9130.03%
248ORGANON & COOGN21,312$407,6990.03%
249MGM RESORTS INTERNATIONALMGM10,380$405,7540.03%
250PROLOGIS INC.PLDGP3,210$405,3040.03%
251FIDELITY WISE ORIGIN BITCOINFBTC7,201$399,8500.03%
252LAMAR ADVERTISING CO NEWLAMR2,940$392,7840.03%
253SCHWAB STRATEGIC TR8085246077,571$389,8820.03%
254VANGUARD INDEX FDS9229086371,459$384,2310.03%
255ISHARES TR4642894381,736$382,0070.03%
256ENBRIDGE INCENNPF9,258$375,9670.03%
257AVANGRID INC05351W10310,480$375,0790.03%
258FIDELITY COVINGTON TRUST3160927826,167$373,7200.03%
259WASHINGTON TR BANCORP INC94061010811,534$371,5100.03%
260SCHWAB CHARLES CORPSCHW-PJ5,627$364,6810.03%
261DELL TECHNOLOGIES INCDELL3,076$364,6290.03%
262FIRST TR EXCH TRADED FD III33739P83018,167$363,5270.03%
263HERSHEY COHSY1,869$358,4370.03%
264NUSHARES ETF TRNU4,292$354,6480.03%
265CARLYLE GROUP INCCGABL8,031$345,8150.02%
266GENERAL MTRS CO37045V1007,631$342,1630.02%
267REALTY INCOME CORPO5,375$340,8690.02%
268VANGUARD WORLD FD9219107333,349$340,4260.02%
269ONEOK INC NEWOKE3,653$332,8980.02%
270WILLIAMS COS INC9694571007,266$331,6980.02%
271CBOE GLOBAL MKTS INC12503M1081,600$327,7920.02%
272FIRST TR EXCHANGE TRADED FD33737A1082,552$324,8040.02%
273VANGUARD WHITEHALL FDS9219468103,634$320,8460.02%
274HERCULES CAPITAL INCHCXY16,265$319,4450.02%
275KENVUE INCKVUE13,694$316,7420.02%
276KINDER MORGAN INC DELEP-PC14,113$311,7660.02%
277SPDR SER TR78468R6633,386$310,8690.02%
278ISHARES TR4642875981,620$307,4760.02%
279PAYPAL HLDGS INCPYPL3,938$307,2820.02%
280FIRST TR MORNINGSTAR DIVID L3369171097,260$304,5570.02%
281SABRA HEALTH CARE REIT INCSBRA16,285$303,0640.02%
282VANGUARD ADMIRAL FDS INC9219327031,582$301,7350.02%
283CLEARWAY ENERGY INCCWEN-A10,561$300,6720.02%
284ISHARES TR46432F3391,674$300,1480.02%
285VANGUARD INTL EQUITY INDEX F9220428586,215$297,3840.02%
286YUM BRANDS INCYUM2,120$296,1850.02%
287ISHARES TR4642871502,329$292,5690.02%
288AVANTOR INCAVTR11,300$292,3310.02%
289STAR BULK CARRIERS CORP.SBLK12,176$288,4570.02%
290INVESCO EXCHANGE TRADED FD TIVZ2,427$284,1090.02%
291XCEL ENERGY INCXELLL4,347$283,8590.02%
292EOG RES INCEOG2,305$283,3700.02%
293EASTERLY GOVT PPTYS INC27616P10320,845$283,0750.02%
294BOSTON SCIENTIFIC CORPBSX3,374$282,7410.02%
295KINETIK HOLDINGS INCKNTK6,172$279,3450.02%
296SPDR SER TR78464A3593,590$274,9580.02%
297RAYMOND JAMES FINL INC7547301092,225$272,4740.02%
298ISHARES TR464287622854$268,4890.02%
299WEC ENERGY GROUP INCWEC2,770$266,4190.02%
300ECOLAB INCECL1,037$264,7770.02%
301METLIFE INCMET-PF3,176$261,9150.02%
302ENTERPRISE PRODS PARTNERS L2937921078,646$251,6850.02%
303MOODYS CORPMCO525$249,1980.02%
304MARSH & MCLENNAN COS INC5717481021,116$248,9680.02%
305CAE INCCAE13,152$246,6000.02%
306SPDR SER TR78464A5084,648$245,6930.02%
307SPROTT PHYSICAL GOLD & SILVESII10,000$244,9000.02%
308FIRST TR EXCHNG TRADED FD VI33740F5579,000$243,0900.02%
309INTERCONTINENTAL EXCHANGE IN45866F1041,509$242,3280.02%
310HELIOS TECHNOLOGIES INCHLIO5,043$240,5510.02%
311WHIRLPOOL CORPWHR-PA2,245$240,2150.02%
312FASTENAL COFAST3,300$235,6860.02%
313ISHARES TR464287689704$230,0150.02%
314SPDR DOW JONES INDL AVERAGE78467X109540$228,4850.02%
315AMERICAN WTR WKS CO INC NEW0304201031,525$223,0160.02%
316VANGUARD INTL EQUITY INDEX F9220427753,526$222,1380.02%
317ISHARES TR4642885132,742$220,1960.02%
318POSTAL REALTY TRUST INCPSTL15,015$219,8200.02%
319ISHARES TR4642871761,978$218,5100.02%
320COMPASS DIVERSIFIEDCODI-PC9,865$218,3120.02%
321WISDOMTREE TRWT3,500$218,1900.02%
322INVESCO EXCH TRADED FD TR IIIVZ4,272$216,0350.02%
323GILEAD SCIENCES INCGILD2,542$213,1210.02%
324OMEGA HEALTHCARE INVS INC6819361005,180$210,8260.01%
325BROOKFIELD INFRASTRUCTURE COBIPC4,837$210,0710.01%
326SELECT SECTOR SPDR TR81369Y4071,035$207,3830.01%
327ISHARES TR46429B6972,247$205,1740.01%
328BECTON DICKINSON & COBDX850$204,9350.01%
329AGNICO EAGLE MINES LTDAEM2,543$204,8640.01%
330FLEX LNG LTDFLNG7,980$203,0110.01%
331COLUMBIA BKG SYS INC1972361027,739$202,0650.01%
332WP CAREY INC92936U1093,240$201,8790.01%
333ARDAGH METAL PACKAGING S AAMPWF50,315$189,6880.01%
334EATON VANCE TAX-MANAGED BUY-ETN12,800$176,6400.01%
335WESTERN UN COWU14,222$169,6680.01%
336B & G FOODS INC NEWBGS18,555$164,7680.01%
337FORD MTR CO34537086014,154$149,4700.01%
338COHEN & STEERS QUALITY INCOM19247L10610,373$146,9880.01%
339VIATRIS INCVTRS12,309$142,9070.01%
340NUVEEN MUN HIGH INCOME OPPORNU11,000$128,2600.01%