Principle Wealth Partners LLC Portfolio Holdings

Principle Wealth Partners LLC

  • $1.45 Billion
  • Q2 2025

Principle Wealth Partners LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.45 Billion distributed in 358 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $140M, Jpmorgan Chase & CO with a value of $103M, Apple Inc. with a value of $77.3M, Vanguard Growth ETF with a value of $56M, and Microsoft Corp with a value of $55.7M.

Examining the 13F form we can see an increase of $155M in the current position value, from $1.3B to 1.45B.

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

Portfolio value $1.45 Billion
ETFs: $551 Million
Technology: $267 Million
Financial Services: $207 Million
Industrials: $105 Million
Consumer Cyclical: $86.2 Million
Healthcare: $66.7 Million
Communication Services: $57.2 Million
Consumer Defensive: $46.5 Million
Other: $65.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$61.3B
$4.11 Million 0.28% of portfolio
15,377
Q2 2025 Reduced 3.88%
$126B
$4.09 Million 0.28% of portfolio
19,536
Q2 2025 Added 0.18%
$136B
$3.96 Million 0.27% of portfolio
163,543
Q2 2025 Reduced 5.94%
$73B
$3.76 Million 0.26% of portfolio
8,937
Q1 2021 Added 0.02%
$137B
$3.71 Million 0.26% of portfolio
15,949
Q2 2025 Reduced 1.91%
$15.4B
$3.53 Million 0.24% of portfolio
21,733
Q2 2025 Reduced 0.34%
$60.4B
$3.51 Million 0.24% of portfolio
33,844
Q2 2025 Reduced 4.0%
$524B
$3.33 Million 0.23% of portfolio
5,928
Q2 2025 Added 19.9%
$350B
$3.35 Million 0.23% of portfolio
24,554
Q2 2025 Added 13.25%
$129B
$3.38 Million 0.23% of portfolio
7,288
Q2 2025 Added 1.1%
$405B
$3.33 Million 0.23% of portfolio
4,157
Q2 2025 Added 14.8%
$111B
$3.34 Million 0.23% of portfolio
37,248
Q2 2025 Reduced 0.02%
$50.5B
$3.19 Million 0.22% of portfolio
56,369
Q2 2025 Reduced 8.39%
$116B
$3.19 Million 0.22% of portfolio
10,331
Q2 2025 Added 0.04%
$61.7B
$3.13 Million 0.22% of portfolio
26,204
Q4 2024 Added 0.22%
$151B
$3.04 Million 0.21% of portfolio
13,696
Q2 2025 Reduced 0.01%
$48.2B
$2.88 Million 0.2% of portfolio
2,771
Q3 2024 Reduced 1.77%
$87.6B
$2.91 Million 0.2% of portfolio
15,030
Q2 2025 Added 35.65%
$54.5B
$2.71 Million 0.19% of portfolio
63,046
Q2 2025 Reduced 2.37%
$210B
$2.79 Million 0.19% of portfolio
21,161
Q2 2025 Reduced 27.83%
$241B
$2.82 Million 0.19% of portfolio
8,826
Q2 2025 Reduced 2.11%
$66.8B
$2.78 Million 0.19% of portfolio
10,869
Q2 2025 Added 0.04%
$246B
$2.63 Million 0.18% of portfolio
9,641
Q2 2025 Added 4.13%
$167B
$2.48 Million 0.17% of portfolio
35,757
Q2 2025 Added 2.31%
$150B
$2.41 Million 0.17% of portfolio
6,749
Q2 2025 Added 0.3%
$328B
$2.46 Million 0.17% of portfolio
9,548
Q2 2025 Added 0.13%
$181B
$2.13 Million 0.15% of portfolio
2,068
Q2 2025 Reduced 0.86%
$93.3B
$2.21 Million 0.15% of portfolio
3,162
Q2 2025 Added 9.64%
$47.1B
$2.21 Million 0.15% of portfolio
51,005
Q1 2025 Added 3.5%
$166B
$2.08 Million 0.14% of portfolio
16,818
Q2 2025 Added 6.56%
$88.8B
$2.07 Million 0.14% of portfolio
6,251
Q2 2025 Added 0.14%
$289B
$2.01 Million 0.14% of portfolio
20,558
Q2 2025 Added 13.33%
$154B
$2.03 Million 0.14% of portfolio
3,736
Q2 2025 Added 0.38%
$47.5B
$1.84 Million 0.13% of portfolio
25,199
Q2 2025 Reduced 0.75%
$170B
$1.96 Million 0.13% of portfolio
45,298
Q2 2025 Reduced 0.91%
$28.3B
$1.54 Million 0.11% of portfolio
29,798
Q2 2025 Reduced 41.83%
$271B
$1.64 Million 0.11% of portfolio
11,664
Q2 2025 Added 0.21%
$86.3B
$1.53 Million 0.11% of portfolio
16,787
Q2 2025 Added 5.9%
$1.55T
$1.39 Million 0.1% of portfolio
6,118
Q2 2025 Added 0.91%
$25.4B
$1.47 Million 0.1% of portfolio
737
Q1 2021 Added 8.7%
$107B
$1.51 Million 0.1% of portfolio
21,836
Q2 2025 Added 0.2%
$138B
$1.39 Million 0.1% of portfolio
6,053
Q2 2025 Reduced 1.74%
$67.8B
$1.43 Million 0.1% of portfolio
31,619
Q2 2025 Reduced 14.24%
$210B
$1.51 Million 0.1% of portfolio
3,713
Q2 2025 Added 14.7%
$143B
$1.34 Million 0.09% of portfolio
4,861
Q2 2025 Added 39.48%
$37.8B
$1.11 Million 0.08% of portfolio
11,227
Q1 2025 Reduced 0.44%
$92.2B
$1.13 Million 0.08% of portfolio
2,263
Q2 2025 Added 12.92%
$75.9B
$1.19 Million 0.08% of portfolio
4,815
Q4 2022 Added 0.42%
$7.23B
$1.16 Million 0.08% of portfolio
1,095
Q2 2025 Added 28.22%

Summary

  • Portfolio
  • No. of Stocks 358
  • Current Value $1.45 Billion
  • Prior Value $1.3 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 32 stocks
  • Additional Purchases 153 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 104 stocks
Track This Portfolio

Track Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email