Principle Wealth Partners LLC

Q2 2021 13F Holdings Report, Stock Holdings

Signature - Title
Michael J. Castiello - Chief Compliance Officer
Location
Madison, CT
Holdings as of
June 30, 2021
Value $
$881M
Num holdings
311
Date filed
8/13/2021, 12:52 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included JPM, VUG, AAPL, OFLX, and VIG.
Previous filing
Q1 2021 - May 18, 2021
Filing 2021 Q2 compared to 2021 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Michael J. Castiello Chief Compliance Officer Madison, Connecticut 8/13/2021

Other Included Managers (1):

Num Name Location File Number
1 Gilman Hill