Principle Wealth Partners LLC Portfolio Holdings
Principle Wealth Partners LLC
- $1.35 Billion
- Q4 2024
Principle Wealth Partners LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.35 Billion distributed in 334 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $92.8M, Jpmorgan Chase & CO with a value of $84.4M, Invesco Exchange Traded Fd Tr with a value of $54.6M, Vanguard Growth ETF with a value of $49.5M, and Schwab Strategic Tr Us Dividen with a value of $47.8M.
Examining the 13F form we can see an increase of $10.5M in the current position value, from $1.33B to 1.35B.
Below you can find more details about Principle Wealth Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.35 Billion
ETFs: $520 Million
Technology: $237 Million
Financial Services: $175 Million
Industrials: $99.2 Million
Consumer Cyclical: $85 Million
Healthcare: $72.2 Million
Communication Services: $50.7 Million
Consumer Defensive: $47.3 Million
Other: $57.9 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 334
- Current Value $1.35 Billion
- Prior Value $1.33 Billion
- Filing
- Period Q4 2024
- Filing Date January 29, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 10 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 122 stocks