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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$29.8 Million 2.3% of portfolio
285,183
Q1 2025 Added 2.79%
$0
$26.5 Million 2.04% of portfolio
947,851
Q1 2025 Reduced 45.84%
$0
$23.3 Million 1.8% of portfolio
84,814
Q1 2025 Reduced 0.27%
$0
$18 Million 1.39% of portfolio
53,815
Q1 2025 Added 3.33%
$0
$15.5 Million 1.2% of portfolio
120,283
Q1 2025 Reduced 4.63%
$0
$15.2 Million 1.17% of portfolio
317,181
Q1 2025 Reduced 7.14%
$0
$14.9 Million 1.15% of portfolio
70,695
Q1 2025 Added 14.33%
$0
$12.3 Million 0.95% of portfolio
433,951
Q1 2025 Reduced 2.32%
$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%
$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%
$0
$8.2 Million 0.63% of portfolio
92,111
Q1 2025 Reduced 0.83%
$0
$6.96 Million 0.54% of portfolio
121,828
Q1 2025 Added 8.39%
$0
$6.6 Million 0.51% of portfolio
72,159
Q1 2025 Reduced 2.8%
$0
$6.18 Million 0.48% of portfolio
13,185
Q4 2024 Reduced 0.18%
$0
$6.09 Million 0.47% of portfolio
117,543
Q1 2025 Added 37.47%
$0
$5.16 Million 0.4% of portfolio
38,398
Q1 2025 Reduced 11.86%
$0
$4.45 Million 0.34% of portfolio
34,535
Q1 2025 Reduced 3.24%
$0
$4.33 Million 0.33% of portfolio
85,493
Q1 2025 Reduced 37.15%
$0
$4.18 Million 0.32% of portfolio
27,330
Q1 2025 Reduced 1.2%
$0
$4.05 Million 0.31% of portfolio
81,664
Q1 2025 Added 6.84%
$0
$3.24 Million 0.25% of portfolio
18,736
Q1 2025 Added 1.18%
$0
$3.25 Million 0.25% of portfolio
26,118
Q1 2025 Added 11.94%
$0
$3.05 Million 0.24% of portfolio
94,233
Q1 2025 Reduced 4.66%
$0
$3.07 Million 0.24% of portfolio
49,358
Q1 2025 Added 0.0%
$0
$2.8 Million 0.22% of portfolio
19,171
Q1 2025 Reduced 4.02%
$0
$2.6 Million 0.2% of portfolio
5,050
Q1 2025 Reduced 0.53%
$0
$2.44 Million 0.19% of portfolio
17,963
Q1 2025 Added 3.75%
$0
$2.2 Million 0.17% of portfolio
9,939
Q1 2025 Added 0.03%
$0
$1.92 Million 0.15% of portfolio
7,255
Q4 2024 Reduced 3.93%
$0
$1.67 Million 0.13% of portfolio
11,862
Q4 2024 Reduced 5.8%
$0
$1.75 Million 0.13% of portfolio
8,477
Q1 2025 Reduced 0.61%
$0
$1.24 Million 0.1% of portfolio
30,570
Q3 2024 Reduced 0.65%
$0
$1.29 Million 0.1% of portfolio
9,857
Q1 2025 Reduced 3.77%
$0
$1.15 Million 0.09% of portfolio
15,570
Q4 2023 Reduced 32.22%
$0
$1.23 Million 0.09% of portfolio
24,795
Q4 2024 Reduced 4.6%
$0
$1.11 Million 0.09% of portfolio
14,836
Q2 2024 Reduced 5.03%
$0
$1.14 Million 0.09% of portfolio
9,566
Q1 2025 Added 3.49%
$0
$1.03 Million 0.08% of portfolio
8,911
Q1 2025 Reduced 4.84%
$53.2B
$1.01 Million 0.08% of portfolio
17,209
Q1 2025 Added 4.56%
$0
$860,000 0.07% of portfolio
18,842
Q1 2025 New
$0
$923,000 0.07% of portfolio
22,640
Q1 2025 Added 0.22%
$0
$864,000 0.07% of portfolio
9,246
Q1 2025 Reduced 1.19%
$0
$900,000 0.07% of portfolio
10,494
Q1 2025 Reduced 7.98%
$0
$906,000 0.07% of portfolio
18,049
Q4 2024 Reduced 25.0%

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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