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
$79.2B
$3.94 Million 0.3% of portfolio
22,433
Q1 2025 Added 4.13%
$122B
$3.91 Million 0.3% of portfolio
37,255
Q4 2024 Added 0.27%
$70.9B
$3.91 Million 0.3% of portfolio
8,937
Q1 2021 Added 0.02%
$56B
$3.85 Million 0.3% of portfolio
35,255
Q1 2025 Added 0.96%
$18.8B
$3.61 Million 0.28% of portfolio
21,808
Q1 2025 Reduced 0.1%
$525B
$3.58 Million 0.28% of portfolio
3,834
Q1 2025 Added 0.16%
$177B
$3.46 Million 0.27% of portfolio
11,089
Q1 2025 Reduced 4.11%
$151B
$3.44 Million 0.27% of portfolio
16,259
Q1 2025 Added 0.4%
$48.9B
$3.45 Million 0.27% of portfolio
61,534
Q1 2025 Added 51.21%
$138B
$3.33 Million 0.26% of portfolio
19,500
Q1 2025 Reduced 7.52%
$126B
$3.32 Million 0.26% of portfolio
23,782
Q1 2025 Added 30.98%
$110B
$3.22 Million 0.25% of portfolio
7,209
Q1 2025 Reduced 1.49%
$140B
$3.19 Million 0.25% of portfolio
13,698
Q1 2025 Reduced 2.14%
$59.8B
$3.24 Million 0.25% of portfolio
26,204
Q4 2024 Added 0.22%
$30.2B
$3.06 Million 0.24% of portfolio
51,229
Q1 2025 Reduced 0.01%
$127B
$3.16 Million 0.24% of portfolio
10,327
Q1 2025 Reduced 5.79%
$53.2B
$2.74 Million 0.21% of portfolio
2,771
Q3 2024 Reduced 1.77%
$60.3B
$2.66 Million 0.2% of portfolio
64,575
Q1 2025 Added 0.03%
$64.4B
$2.57 Million 0.2% of portfolio
10,865
Q1 2025 Reduced 1.81%
$230B
$2.43 Million 0.19% of portfolio
9,016
Q1 2025 Added 8.22%
$222B
$2.46 Million 0.19% of portfolio
24,911
Q1 2025 Reduced 5.55%
$141B
$2.48 Million 0.19% of portfolio
34,951
Q1 2025 Reduced 4.13%
$268B
$2.48 Million 0.19% of portfolio
9,259
Q1 2025 Added 0.54%
$43.5B
$2.35 Million 0.18% of portfolio
51,005
Q1 2025 Added 3.5%
$288B
$2.4 Million 0.18% of portfolio
3,621
Q1 2025 Added 31.86%
$181B
$2.07 Million 0.16% of portfolio
45,714
Q1 2025 Added 4.01%
$89.7B
$2.05 Million 0.16% of portfolio
6,242
Q1 2025 Reduced 56.75%
$293B
$1.91 Million 0.15% of portfolio
9,536
Q1 2025 Reduced 53.56%
$147B
$1.92 Million 0.15% of portfolio
15,783
Q3 2024 Reduced 3.66%
$173B
$1.84 Million 0.14% of portfolio
3,722
Q1 2025 Added 14.1%
$304B
$1.83 Million 0.14% of portfolio
21,682
Q1 2025 Added 76.43%
$153B
$1.83 Million 0.14% of portfolio
6,729
Q1 2025 Added 10.87%
$93.7B
$1.75 Million 0.14% of portfolio
2,884
Q4 2023 Added 3.41%
$201B
$1.66 Million 0.13% of portfolio
2,086
Q1 2025 Reduced 1.88%
$262B
$1.59 Million 0.12% of portfolio
18,140
Q4 2024 Reduced 1.11%
$186B
$1.61 Million 0.12% of portfolio
3,237
Q1 2025 Added 3.35%
$66.4B
$1.61 Million 0.12% of portfolio
25,389
Q1 2025 Reduced 0.13%
$68.4B
$1.56 Million 0.12% of portfolio
36,869
Q1 2025 Reduced 3.72%
$27.1B
$1.38 Million 0.11% of portfolio
737
Q1 2021 Added 8.7%
$136B
$1.46 Million 0.11% of portfolio
6,160
Q4 2024 Reduced 2.84%
$77.1B
$1.48 Million 0.11% of portfolio
21,793
Q1 2025 Reduced 1.37%
$80.8B
$1.33 Million 0.1% of portfolio
15,852
Q4 2024 Reduced 0.31%
$241B
$1.36 Million 0.1% of portfolio
11,640
Q1 2025 Added 0.11%
$64.7B
$1.31 Million 0.1% of portfolio
11,739
Q2 2023 Reduced 1.29%
$81.7B
$1.3 Million 0.1% of portfolio
11,080
Q1 2025 New
$80.4B
$1.19 Million 0.09% of portfolio
4,815
Q4 2022 Added 0.42%
$37.2B
$1.16 Million 0.09% of portfolio
11,227
Q1 2025 Reduced 0.44%
$7.48B
$1.13 Million 0.09% of portfolio
854
Q1 2025 Added 4.91%
$148B
$1.11 Million 0.09% of portfolio
5,401
Q2 2024 Reduced 19.76%

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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