Principle Wealth Partners LLC Portfolio Holdings

Principle Wealth Partners LLC

  • $1.3 Billion
  • Q1 2025

Principle Wealth Partners LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.3 Billion distributed in 340 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $86.3M, Apple Inc. with a value of $81.8M, Invesco Exchange Traded Fd Tr with a value of $66.7M, Vanguard Growth ETF with a value of $46.2M, and Vanguard Dividend Appreciation with a value of $44.2M.

Examining the 13F form we can see an decrease of $47.4M in the current position value, from $1.35B to 1.3B.

Below you can find more details about Principle Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.3 Billion
ETFs: $487 Million
Technology: $222 Million
Financial Services: $181 Million
Industrials: $96.6 Million
Consumer Cyclical: $78 Million
Healthcare: $72.2 Million
Consumer Defensive: $49.3 Million
Communication Services: $44.9 Million
Other: $65.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$788B
$86.3 Million 6.65% of portfolio
351,908
Q1 2025 Reduced 0.08%
$3.26T
$81.8 Million 6.3% of portfolio
368,031
Q1 2025 Reduced 0.7%
$0
$66.7 Million 5.14% of portfolio
1,449,886
Q1 2025 Added 32.75%
$0
$46.2 Million 3.56% of portfolio
124,542
Q1 2025 Added 3.32%
$0
$44.2 Million 3.41% of portfolio
242,690
Q1 2025 Reduced 2.89%
$3.51T
$40.9 Million 3.15% of portfolio
108,862
Q1 2025 Added 0.13%
$0
$29.8 Million 2.3% of portfolio
285,183
Q1 2025 Added 2.79%
$2.22T
$28.9 Million 2.23% of portfolio
152,084
Q1 2025 Added 0.86%
$0
$26.5 Million 2.04% of portfolio
947,851
Q1 2025 Reduced 45.84%
$359B
$25.4 Million 1.96% of portfolio
234,363
Q1 2025 Added 32.88%
$0
$23.3 Million 1.8% of portfolio
84,814
Q1 2025 Reduced 0.27%
$221B
$21.1 Million 1.63% of portfolio
67,645
Q1 2025 Reduced 0.2%
$409B
$18.6 Million 1.44% of portfolio
112,414
Q1 2025 Added 0.57%
$0
$18 Million 1.39% of portfolio
53,815
Q1 2025 Added 3.33%
$204B
$16.2 Million 1.25% of portfolio
122,307
Q1 2025 Reduced 0.64%
$0
$15.5 Million 1.2% of portfolio
120,283
Q1 2025 Reduced 4.63%
$1.1T
$15 Million 1.15% of portfolio
95,819
Q1 2025 Reduced 0.23%
$0
$14.9 Million 1.15% of portfolio
70,695
Q1 2025 Added 14.33%
$377B
$14.4 Million 1.11% of portfolio
39,373
Q1 2025 Reduced 0.53%
$248B
$13.9 Million 1.07% of portfolio
55,905
Q1 2025 Reduced 2.13%
$993B
$13.9 Million 1.07% of portfolio
89,806
Q1 2025 Reduced 0.24%
$648B
$13.3 Million 1.03% of portfolio
25,053
Q1 2025 Added 10.32%
$606B
$13.2 Million 1.01% of portfolio
37,529
Q1 2025 Reduced 2.82%
$386B
$12.5 Million 0.96% of portfolio
73,066
Q1 2025 Reduced 1.52%
$0
$12.3 Million 0.95% of portfolio
433,951
Q1 2025 Reduced 2.32%
$268B
$11.9 Million 0.92% of portfolio
193,143
Q1 2025 Reduced 0.06%
$0
$11.9 Million 0.92% of portfolio
234,414
Q1 2025 Reduced 19.44%
$0
$11.9 Million 0.92% of portfolio
119,466
Q1 2025 Added 4.06%
$210B
$10.3 Million 0.79% of portfolio
18,871
Q1 2025 Added 0.06%
$157B
$10.1 Million 0.78% of portfolio
32,564
Q1 2025 Reduced 28.77%
$0
$10.2 Million 0.78% of portfolio
18,180
Q1 2025 Added 0.33%
$0
$9.63 Million 0.74% of portfolio
17,761
Q1 2025 Added 0.36%
$97.2B
$9.65 Million 0.74% of portfolio
104,922
Q1 2025 Added 1.96%
$479B
$8.65 Million 0.67% of portfolio
61,887
Q1 2025 Added 2.96%
$447B
$8.53 Million 0.66% of portfolio
71,728
Q1 2025 Reduced 0.72%
$0
$8.2 Million 0.63% of portfolio
92,111
Q1 2025 Reduced 0.83%
$0
$8.16 Million 0.63% of portfolio
31,541
Q1 2025 Reduced 1.21%
$76.2B
$7.64 Million 0.59% of portfolio
28,017
Q1 2025 Added 2.14%
$189B
$7.11 Million 0.55% of portfolio
21,547
Q1 2025 Reduced 0.69%
$0
$6.96 Million 0.54% of portfolio
121,828
Q1 2025 Added 8.39%
$335B
$6.94 Million 0.53% of portfolio
33,136
Q1 2025 Reduced 1.82%
$318M
$6.69 Million 0.52% of portfolio
192,275
Q3 2022 Reduced 28.81%
$80.2B
$6.58 Million 0.51% of portfolio
44,771
Q1 2025 Reduced 0.46%
$206B
$6.65 Million 0.51% of portfolio
74,058
Q1 2025 Added 2.65%
$0
$6.6 Million 0.51% of portfolio
72,159
Q1 2025 Reduced 2.8%
$1.5T
$6.48 Million 0.5% of portfolio
11,237
Q1 2025 Added 10.08%
$281B
$6.49 Million 0.5% of portfolio
38,777
Q1 2025 Reduced 0.83%
$0
$6.18 Million 0.48% of portfolio
13,185
Q4 2024 Reduced 0.18%
$179B
$6.27 Million 0.48% of portfolio
40,825
Q1 2025 Added 2.64%

Summary

  • Portfolio
  • No. of Stocks 340
  • Current Value $1.3 Billion
  • Prior Value $1.35 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 120 stocks
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