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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$855B
$86.3 Million 6.65% of portfolio
351,908
Q1 2025 Reduced 0.08%
$3.45T
$81.8 Million 6.3% of portfolio
368,031
Q1 2025 Reduced 0.7%
$3.77T
$40.9 Million 3.15% of portfolio
108,862
Q1 2025 Added 0.13%
$2.32T
$28.9 Million 2.23% of portfolio
152,084
Q1 2025 Added 0.86%
$416B
$25.4 Million 1.96% of portfolio
234,363
Q1 2025 Added 32.88%
$220B
$21.1 Million 1.63% of portfolio
67,645
Q1 2025 Reduced 0.2%
$439B
$18.6 Million 1.44% of portfolio
112,414
Q1 2025 Added 0.57%
$219B
$16.2 Million 1.25% of portfolio
122,307
Q1 2025 Reduced 0.64%
$1.17T
$15 Million 1.15% of portfolio
95,819
Q1 2025 Reduced 0.23%
$380B
$14.4 Million 1.11% of portfolio
39,373
Q1 2025 Reduced 0.53%
$253B
$13.9 Million 1.07% of portfolio
55,905
Q1 2025 Reduced 2.13%
$1.14T
$13.9 Million 1.07% of portfolio
89,806
Q1 2025 Reduced 0.24%
$622B
$13.3 Million 1.03% of portfolio
25,053
Q1 2025 Added 10.32%
$575B
$13.2 Million 1.01% of portfolio
37,529
Q1 2025 Reduced 2.82%
$375B
$12.5 Million 0.96% of portfolio
73,066
Q1 2025 Reduced 1.52%
$280B
$11.9 Million 0.92% of portfolio
193,143
Q1 2025 Reduced 0.06%
$164B
$10.1 Million 0.78% of portfolio
32,564
Q1 2025 Reduced 28.77%
$104B
$9.65 Million 0.74% of portfolio
104,922
Q1 2025 Added 1.96%
$642B
$8.65 Million 0.67% of portfolio
61,887
Q1 2025 Added 2.96%
$452B
$8.53 Million 0.66% of portfolio
71,728
Q1 2025 Reduced 0.72%
$81.7B
$7.64 Million 0.59% of portfolio
28,017
Q1 2025 Added 2.14%
$220B
$7.11 Million 0.55% of portfolio
21,547
Q1 2025 Reduced 0.69%
$331B
$6.94 Million 0.53% of portfolio
33,136
Q1 2025 Reduced 1.82%
$350M
$6.69 Million 0.52% of portfolio
192,275
Q3 2022 Reduced 28.81%
$83.6B
$6.58 Million 0.51% of portfolio
44,771
Q1 2025 Reduced 0.46%
$207B
$6.65 Million 0.51% of portfolio
74,058
Q1 2025 Added 2.65%
$1.58T
$6.48 Million 0.5% of portfolio
11,237
Q1 2025 Added 10.08%
$294B
$6.49 Million 0.5% of portfolio
38,777
Q1 2025 Reduced 0.83%
$177B
$6.27 Million 0.48% of portfolio
40,825
Q1 2025 Added 2.64%
$43.5B
$6.08 Million 0.47% of portfolio
42,734
Q1 2025 Reduced 0.14%
$301B
$6.02 Million 0.46% of portfolio
84,121
Q1 2025 Reduced 1.02%
$93.2B
$5.56 Million 0.43% of portfolio
24,005
Q1 2025 Reduced 0.64%
$429B
$5.59 Million 0.43% of portfolio
7
Q4 2021 Reduced 12.5%
$177B
$5.57 Million 0.43% of portfolio
28,604
Q1 2025 Added 0.93%
$256B
$5.51 Million 0.42% of portfolio
34,696
Q1 2025 Reduced 1.38%
$738B
$5.46 Million 0.42% of portfolio
6,616
Q1 2025 Added 1.12%
$50.4B
$5.27 Million 0.41% of portfolio
16,812
Q1 2025 Reduced 0.8%
$417B
$5.24 Million 0.4% of portfolio
5,545
Q1 2025 Reduced 3.31%
$53.4B
$5.2 Million 0.4% of portfolio
25,105
Q4 2021 Reduced 0.29%
$93B
$4.91 Million 0.38% of portfolio
40,236
Q1 2025 Reduced 3.77%
$1.05T
$4.93 Million 0.38% of portfolio
19,040
Q1 2025 Added 4.82%
$383B
$4.81 Million 0.37% of portfolio
115,335
Q1 2025 Added 0.54%
$38.8B
$4.72 Million 0.36% of portfolio
42,294
Q1 2025 Added 0.26%
$141B
$4.41 Million 0.34% of portfolio
173,876
Q1 2025 Reduced 8.49%
$201B
$4.4 Million 0.34% of portfolio
29,320
Q1 2025 Reduced 0.34%
$58.9B
$4.46 Million 0.34% of portfolio
26,144
Q1 2025 Added 1.83%
$62.5B
$4.23 Million 0.33% of portfolio
15,997
Q1 2025 Reduced 5.17%
$85.3B
$4.03 Million 0.31% of portfolio
36,792
Q1 2025 Added 5.0%
$267B
$3.99 Million 0.31% of portfolio
7,614
Q1 2025 Added 1.22%

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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