CHIEF COMPLIANCE OFFICER

0001743413-22-000003.txt : 20220802 0001743413-22-000003.hdr.sgml : 20220802 20220802165330 ACCESSION NUMBER: 0001743413-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220802 DATE AS OF CHANGE: 20220802 EFFECTIVENESS DATE: 20220802 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Principle Wealth Partners LLC CENTRAL INDEX KEY: 0001743413 IRS NUMBER: 822283737 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19590 FILM NUMBER: 221129506 BUSINESS ADDRESS: STREET 1: 670 BOSTON POSTROAD CITY: MADISON STATE: CT ZIP: 06443 BUSINESS PHONE: 2033188892 MAIL ADDRESS: STREET 1: 670 BOSTON POSTROAD CITY: MADISON STATE: CT ZIP: 06443 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001743413 XXXXXXXX 06-30-2022 06-30-2022 Principle Wealth Partners LLC

670 BOSTON POSTROAD MADISON CT 06443

13F HOLDINGS REPORT 028-19590 N MICHAEL J. CASTIELLO CHIEF COMPLIANCE OFFICER 203-318-8892 MICHAEL J. CASTIELLO MADISON CT 08-02-2022 1 313 830972 false 1 Gilman Hill INFORMATION TABLE 2 13F-PWPQ22022.xml ITERUM THERAPEUTICS PLC SHS Stock G6333L101 6 30000 SH SOLE 0 0 30000 22ND CENTY GROUP INC COM Stock 90137F103 21 10000 SH SOLE 0 0 10000 NEKTAR THERAPEUTICS COM Stock 640268108 57 15000 SH SOLE 0 0 15000 ANNALY CAPITAL MANAGEMENT INC COM REIT 035710409 59 10018 SH SOLE 0 0 10018 INVESCO PREFERRED ETF ETF 46138E511 151 12237 SH SOLE 0 0 12237 EATON VANCE TAX-MANAGED BUY- W COM CEF 27828Y108 173 12800 SH SOLE 0 0 12800 MEDICAL PPTYS TRUST INC COM REIT 58463J304 204 13330 SH DFND 1 0 13330 0 CROWN CASTLE INTL CORP NEW COM REIT 22822V101 204 1210 SH SOLE 0 0 1210 ISHARES TIPS BOND ETF ETF 464287176 204 1794 SH SOLE 0 0 1794 WARNER BROS DISCOVERY INC COM SER A Stock 934423104 206 15322 SH SOLE 0 0 15322 NUVEEN ESG LARGE-CAP GROWTH ETF ETF 67092P201 207 4292 SH SOLE 0 0 4292 DIAGEO PLC SPON ADR NEW ADR 25243Q205 208 1193 SH SOLE 0 0 1193 VANGUARD REAL ESTATE ETF ETF 922908553 209 2296 SH SOLE 0 0 2296 FORTRESS TRANS INFRST INVS LLC CL A COM SHS Stock 34960P101 211 10889 SH DFND 1 0 10889 0 JPMORGAN EQUITY PREMIUM INCOME ETF ETF 46641Q332 214 3863 SH SOLE 0 0 3863 WILLIAMS COS INC COM Stock 969457100 215 6890 SH DFND 1 0 6890 0 INTUITIVE SURGICAL INC COM NEW Stock 46120E602 216 1074 SH SOLE 0 0 1074 DEERE & CO COM Stock 244199105 216 720 SH SOLE 0 0 720 ISHARES RUSSELL TOP 200 GROWTH ETF ETF 464289438 217 1736 SH SOLE 0 0 1736 NAVIENT CORPORATION COM Stock 63938C108 221 15805 SH DFND 1 0 15805 0 UTILITIES SELECT SECTOR SPDR FUND ETF 81369Y886 222 3164 SH SOLE 0 0 3164 FORD MTR CO DEL COM Stock 345370860 226 20337 SH SOLE 0 0 20337 TEXAS PACIFIC LAND CORPORATION COM Stock 88262P102 228 153 SH SOLE 0 0 153 EOG RES INC COM Stock 26875P101 231 2088 SH SOLE 0 0 2087 KINDER MORGAN INC DEL COM Stock 49456B101 236 14080 SH DFND 1 0 14080 0 FIDELITY VALUE FACTOR ETF ETF 316092782 239 5545 SH SOLE 0 0 5545 YUM BRANDS INC COM Stock 988498101 241 2120 SH SOLE 0 0 2120 NEW YORK CMNTY BANCORP INC COM Stock 649445103 242 26555 SH DFND 1 0 26555 0 REALTY INCOME CORP COM REIT 756109104 242 3551 SH SOLE 0 0 3551 DOVER CORP COM Stock 260003108 243 2000 SH SOLE 0 0 2000 SABRA HEALTH CARE REIT INC COM REIT 78573L106 247 17675 SH DFND 1 0 17675 0 ASTRAZENECA PLC SPONSORED ADR ADR 046353108 248 3751 SH SOLE 0 0 3751 WESTERN UN CO COM Stock 959802109 254 15430 SH DFND 1 0 15430 0 AMERICAN EAGLE OUTFITTERS INC COM Stock 02553E106 256 22870 SH DFND 1 0 22870 0 PAYPAL HLDGS INC COM Stock 70450Y103 258 3690 SH SOLE 0 0 3690 HERCULES CAPITAL INC COM CEF 427096508 259 19190 SH DFND 1 0 19190 0 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 260 938 SH SOLE 0 0 938 WEC ENERGY GROUP INC COM Stock 92939U106 260 2582 SH SOLE 0 0 2582 EASTERLY GOVT PPTYS INC COM REIT 27616P103 264 13885 SH DFND 1 0 13885 0 ENBRIDGE INC COM Stock 29250N105 264 6249 SH SOLE 0 0 6249 DOW INC COM Stock 260557103 265 5137 SH DFND 1 0 5137 0 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF ETF 92206C870 267 3341 SH SOLE 0 0 3341 ANALOG DEVICES INC COM Stock 032654105 268 1835 SH SOLE 0 0 1835 COMPASS DIVERSIFIED SH BEN INT Stock 20451Q104 269 12575 SH DFND 1 0 12575 0 SYNDAX PHARMACEUTICALS INC COM Stock 87164F105 269 14000 SH SOLE 0 0 14000 GENERAL MTRS CO COM Stock 37045V100 269 8463 SH SOLE 0 0 8463 NATIONAL RETAIL PROPERTIES INC COM REIT 637417106 271 6310 SH DFND 1 0 6310 0 COHEN & STEERS REIT & PFD & IN COM CEF 19247X100 272 12747 SH SOLE 0 0 12747 AT&T INC COM Stock 00206R102 273 13032 SH DFND 1 0 13032 0 VANGUARD ESG U.S. STOCK ETF ETF 921910733 275 4140 SH SOLE 0 0 4140 UMPQUA HLDGS CORP COM Stock 904214103 279 16650 SH DFND 1 0 16650 0 3M CO COM Stock 88579Y101 280 2161 SH DFND 1 0 2161 0 XCEL ENERGY INC COM Stock 98389B100 282 3980 SH SOLE 0 0 3980 SHELL PLC SPON ADS ADR 780259305 286 5476 SH SOLE 0 0 5476 FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF ETF 33739Q200 288 5957 SH SOLE 0 0 5957 ARDAGH METAL PACKAGING S A SHS Stock L02235106 293 48105 SH DFND 1 0 48105 0 IRON MTN INC NEW COM REIT 46284V101 295 6050 SH DFND 1 0 6050 0 TE CONNECTIVITY LTD SHS Stock H84989104 299 2643 SH SOLE 0 0 2643 INVESCO DWA MOMENTUM ETF ETF 46137V837 299 4395 SH SOLE 0 0 4395 LAMAR ADVERTISING CO NEW CL A REIT 512816109 300 3415 SH DFND 1 0 3415 0 AMERICAN EXPRESS CO COM Stock 025816109 300 2167 SH DFND 1 0 2167 0 PROLOGIS INC. 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