Principle Wealth Partners LLC Portfolio Holdings

Principle Wealth Partners LLC

  • $1.33 Billion
  • Q3 2024

Principle Wealth Partners LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.33 Billion distributed in 340 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $86.1M, Jpmorgan Chase & CO with a value of $74.3M, Microsoft Corp with a value of $46.9M, Invesco Exchange Traded Fd Tr with a value of $46.6M, and Vanguard Growth ETF with a value of $46.6M.

Examining the 13F form we can see an increase of $87.5M in the current position value, from $1.25B to 1.33B.

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

Portfolio value $1.33 Billion
ETFs: $507 Million
Technology: $230 Million
Financial Services: $166 Million
Industrials: $105 Million
Healthcare: $85.9 Million
Consumer Cyclical: $81.2 Million
Consumer Defensive: $50.4 Million
Communication Services: $45.1 Million
Other: $63.6 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46.6 Million 3.49% of portfolio
980,006
Q3 2024 Added 19.29%
$0
$46.6 Million 3.49% of portfolio
121,492
Q3 2024 Reduced 0.66%
$0
$46.2 Million 3.46% of portfolio
253,423
Q3 2024 Reduced 0.72%
$0
$46 Million 3.45% of portfolio
544,207
Q3 2024 Added 5.96%
$0
$30.3 Million 2.27% of portfolio
259,115
Q3 2024 Added 64.08%
$0
$24.3 Million 1.82% of portfolio
85,650
Q3 2024 Added 1.68%
$0
$18 Million 1.35% of portfolio
52,059
Q3 2024 Added 0.4%
$0
$17.4 Million 1.3% of portfolio
351,632
Q3 2024 Added 126.54%
$0
$16.8 Million 1.26% of portfolio
131,289
Q3 2024 Reduced 2.42%
$0
$15.2 Million 1.14% of portfolio
299,307
Q3 2024 Reduced 3.74%
$0
$14.9 Million 1.11% of portfolio
60,624
Q3 2024 Added 24.52%
$0
$14.2 Million 1.06% of portfolio
471,172
Q3 2024 Added 22.06%
$0
$11.5 Million 0.86% of portfolio
109,820
Q3 2024 Added 2.23%
$0
$10.6 Million 0.79% of portfolio
18,081
Q3 2024 Reduced 2.93%
$0
$10.4 Million 0.78% of portfolio
18,201
Q3 2024 Added 8.75%
$0
$8.59 Million 0.64% of portfolio
96,095
Q3 2024 Reduced 6.9%
$0
$7.62 Million 0.57% of portfolio
74,319
Q3 2024 Reduced 0.41%
$0
$6.58 Million 0.49% of portfolio
110,576
Q3 2024 Added 3.85%
$0
$6.6 Million 0.49% of portfolio
130,103
Q3 2024 Added 3.24%
$0
$6.45 Million 0.48% of portfolio
13,209
Q3 2024 Added 6.6%
$0
$4.75 Million 0.36% of portfolio
86,446
Q3 2024 Added 1.15%
$0
$4.77 Million 0.36% of portfolio
182,374
Q3 2024 Reduced 8.98%
$0
$4.13 Million 0.31% of portfolio
27,609
Q3 2024 Added 0.01%
$0
$3.97 Million 0.3% of portfolio
29,362
Q3 2024 Added 9.82%
$0
$3.89 Million 0.29% of portfolio
30,310
Q3 2024 Added 0.4%
$0
$3.76 Million 0.28% of portfolio
74,209
Q3 2024 Added 4.35%
$0
$3.33 Million 0.25% of portfolio
19,072
Q3 2024 Added 9.69%
$0
$3.24 Million 0.24% of portfolio
50,031
Q3 2024 Added 0.85%
$0
$3.23 Million 0.24% of portfolio
20,963
Q3 2024 Added 0.01%
$0
$3.13 Million 0.23% of portfolio
22,436
Q3 2024 Added 36.34%
$0
$2.81 Million 0.21% of portfolio
90,501
Q3 2024 Reduced 3.46%
$0
$2.68 Million 0.2% of portfolio
5,086
Q3 2024 Reduced 0.2%
$0
$2.5 Million 0.19% of portfolio
17,603
Q3 2024 Reduced 3.93%
$0
$2.36 Million 0.18% of portfolio
9,930
Q3 2024 Added 3.25%
$0
$2.13 Million 0.16% of portfolio
7,552
Q3 2024 Reduced 2.76%
$0
$1.91 Million 0.14% of portfolio
8,473
Q2 2024 Reduced 0.47%
$0
$1.91 Million 0.14% of portfolio
12,592
Q1 2022 Reduced 0.32%
$0
$1.33 Million 0.1% of portfolio
25,990
Q4 2023 Reduced 14.48%
$0
$1.4 Million 0.1% of portfolio
10,338
Q3 2024 Added 16.89%
$0
$1.21 Million 0.09% of portfolio
24,066
Q3 2023 New
$0
$1.14 Million 0.09% of portfolio
15,570
Q4 2023 Reduced 32.22%
$0
$1.24 Million 0.09% of portfolio
30,570
Q3 2024 Reduced 0.65%
$0
$1.05 Million 0.08% of portfolio
12,239
Q3 2024 Reduced 3.08%
$0
$1.06 Million 0.08% of portfolio
14,836
Q2 2024 Reduced 5.03%
$0
$1.05 Million 0.08% of portfolio
4,563
Q3 2024 Added 0.04%
$0
$1.03 Million 0.08% of portfolio
9,383
Q4 2023 Reduced 5.06%
$0
$1.12 Million 0.08% of portfolio
9,364
Q3 2024 Reduced 7.92%
$0
$877,000 0.07% of portfolio
6,027
Q3 2024 Reduced 2.98%
$0
$916,000 0.07% of portfolio
22,243
Q3 2024 Reduced 3.68%

Summary

  • Portfolio
  • No. of Stocks 340
  • Current Value $1.33 Billion
  • Prior Value $1.25 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 25 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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