Principle Wealth Partners LLC Buys Vanguard Div Appreciation, Vanguard Growth, Amazon.com Inc, Sells Vanguard Small-Cap, Schwab U.S. Small-Cap, Vanguard Real Estate

• New Purchases: 5UR, VYM, FPE, ETV, KKR, MGM, ETY, GCI,
• Added Positions: VIG, VUG, AMZN, LMBS, BA, ITA, AAPL, UNH, VHT, FTCS, JPM, CVX, ABT, GE, GD, GS, BRK.B, BX, XLV, ARKK, TSLA, SO, IAU, NOBL, CME, HON, XOM, CTL,
• Reduced Positions: VB, VNQ, VTI, SPY, T, VFH, WFC, RSP, SCHD, INTC, VGT, BAC, IJH, VTV, PSX, JNJ, VOOG, MSFT, GOOG, BMY, FB, IVV, V, BLK, XLF, MMM, MO, COST, PM, IBM, HD, NKE, QQQ, NOC, MDLZ, DD, LMT, PFF, VZ, CTVA, MRK, DIS, DOW, USB, SYK, NFLX, NSC, MCD, SPGI, NEE,
• Sold Out: SCHA, VWO, VGSH, PRFZ, IJR, AXP, VO, UPS, SCHH, EOG, IPKW, XAR, VT, VXUS, MTB, HOLX, DNKN, ALLY, C, O, FISV, TEL, ACWV, TJX, IWD, ADP, DSL, SDY, XBI, IWF, DIA, ARKG, WEC, TXN, MDT, CL, BWA, ADI, PSEC,

For the details of Principle Wealth Partners LLC's stock buys and sells, go to https://www.gurufocus.com/guru/principle+wealth+partners+llc/current-portfolio/portfolio

1. Omega Flex Inc (OFLX) - 406,145 shares, 13.50% of the total portfolio.
2. Vanguard Div Appreciation (VIG) - 246,823 shares, 10.05% of the total portfolio. Shares added by 178.95%
3. Vanguard Growth (VUG) - 123,232 shares, 7.60% of the total portfolio. Shares added by 327.06%
4. Apple Inc (AAPL) - 61,516 shares, 6.16% of the total portfolio. Shares added by 4.51%
5. Amgen Inc (AMGN) - 57,877 shares, 4.62% of the total portfolio.

Principle Wealth Partners LLC initiated holding in Raytheon Technologies Corp. The purchase prices were between $67.35 and $143.24, with an estimated average price of $122.5. The stock is now traded at around $52.80. The impact to a portfolio due to this purchase was 0.77%. The holding were 20,618 shares as of .

Principle Wealth Partners LLC initiated holding in Vanguard High Dividend Yield. The purchase prices were between $60.97 and $94.78, with an estimated average price of $86.65. The stock is now traded at around $75.49. The impact to a portfolio due to this purchase was 0.24%. The holding were 8,557 shares as of .

Principle Wealth Partners LLC initiated holding in First Trust Preferred Securities and Income ETF. The purchase prices were between $13.6 and $20.48, with an estimated average price of $19.31. The stock is now traded at around $18.04. The impact to a portfolio due to this purchase was 0.14%. The holding were 21,574 shares as of .

Principle Wealth Partners LLC initiated holding in Eaton Vance Tax-Managed Buy-Write Opp. The purchase prices were between $8.69 and $15.48, with an estimated average price of $13.97. The stock is now traded at around $13.66. The impact to a portfolio due to this purchase was 0.1%. The holding were 21,800 shares as of .

Principle Wealth Partners LLC initiated holding in KKR & Co Inc. The purchase prices were between $18.5 and $33.93, with an estimated average price of $28.84. The stock is now traded at around $25.71. The impact to a portfolio due to this purchase was 0.08%. The holding were 8,850 shares as of .

Principle Wealth Partners LLC initiated holding in MGM Resorts International. The purchase prices were between $7.14 and $34.54, with an estimated average price of $26.07. The stock is now traded at around $13.84. The impact to a portfolio due to this purchase was 0.06%. The holding were 12,000 shares as of .

Principle Wealth Partners LLC added to a holding in Vanguard Div Appreciation by 178.95%. The purchase prices were between $89.24 and $130.69, with an estimated average price of $120.14. The stock is now traded at around $111.59. The impact to a portfolio due to this purchase was 6.45%. The holding were 246,823 shares as of .

Principle Wealth Partners LLC added to a holding in Vanguard Growth by 327.06%. The purchase prices were between $137.53 and $201.6, with an estimated average price of $180.87. The stock is now traded at around $182.49. The impact to a portfolio due to this purchase was 5.82%. The holding were 123,232 shares as of .

Principle Wealth Partners LLC added to a holding in Amazon.com Inc by 38.37%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2356.95. The impact to a portfolio due to this purchase was 0.95%. The holding were 4,479 shares as of .

Principle Wealth Partners LLC added to a holding in First Trust Low Duration Mortgage Opportunities ET by 298.67%. The purchase prices were between $49.9 and $52.72, with an estimated average price of $51.94. The stock is now traded at around $51.63. The impact to a portfolio due to this purchase was 0.66%. The holding were 43,902 shares as of .

Principle Wealth Partners LLC added to a holding in Boeing Co by 21.48%. The purchase prices were between $95.01 and $347.45, with an estimated average price of $276.34. The stock is now traded at around $125.22. The impact to a portfolio due to this purchase was 0.46%. The holding were 44,399 shares as of .

Principle Wealth Partners LLC added to a holding in iShares U.S. Aerospace & Defense by 345.97%. The purchase prices were between $116.81 and $238.37, with an estimated average price of $203.52. The stock is now traded at around $146.06. The impact to a portfolio due to this purchase was 0.34%. The holding were 7,849 shares as of .

Principle Wealth Partners LLC sold out a holding in Schwab U.S. Small-Cap. The sale prices were between $44.57 and $77.39, with an estimated average price of $68.72.

Principle Wealth Partners LLC sold out a holding in Vanguard FTSE Emerging Markets. The sale prices were between $30.46 and $45.91, with an estimated average price of $41.1.

Principle Wealth Partners LLC sold out a holding in Vanguard Short-Term Government Bond ETF. The sale prices were between $60.83 and $62.34, with an estimated average price of $61.33.

Principle Wealth Partners LLC sold out a holding in PowerShares FTSE RAFI US 1500 Small-Mid Portfolio. The sale prices were between $79.31 and $138.92, with an estimated average price of $122.33.

Principle Wealth Partners LLC sold out a holding in iShares Core S&P Small-Cap. The sale prices were between $48.88 and $85.12, with an estimated average price of $74.15.

Principle Wealth Partners LLC sold out a holding in American Express Co. The sale prices were between $68.96 and $136.93, with an estimated average price of $117.01.