Principle Wealth Partners LLC Portfolio Holdings

Principle Wealth Partners LLC

  • $1.56 Billion
  • Q3 2025

Principle Wealth Partners LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.56 Billion distributed in 359 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 $158M, Jpmorgan Chase & CO with a value of $112M, Apple Inc. with a value of $95.5M, Vanguard Growth ETF with a value of $61.3M, and Microsoft Corp with a value of $57.7M.

Examining the 13F form we can see an increase of $108M in the current position value, from $1.45B to 1.56B.

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

Portfolio value $1.56 Billion
ETFs: $582 Million
Technology: $297 Million
Financial Services: $221 Million
Industrials: $112 Million
Consumer Cyclical: $92.5 Million
Healthcare: $73.7 Million
Communication Services: $68 Million
Consumer Defensive: $43.5 Million
Other: $70 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$102B
$9.75 Million 0.62% of portfolio
102,920
Q3 2025 Reduced 1.34%
$94.7B
$9.24 Million 0.59% of portfolio
27,094
Q3 2025 Reduced 2.16%
$160B
$8.75 Million 0.56% of portfolio
31,008
Q3 2025 Added 2.14%
$61.7B
$6.9 Million 0.44% of portfolio
16,332
Q3 2025 Added 0.25%
$92B
$6.91 Million 0.44% of portfolio
44,506
Q3 2025 Added 2.02%
$65.9B
$5.58 Million 0.36% of portfolio
27,401
Q3 2025 Reduced 4.38%
$104B
$5.45 Million 0.35% of portfolio
31,927
Q3 2025 Reduced 0.42%
$51.8B
$5.39 Million 0.35% of portfolio
25,110
Q2 2025 Added 0.02%
$40.4B
$5.36 Million 0.34% of portfolio
43,122
Q3 2025 Added 0.76%
$82B
$5.28 Million 0.34% of portfolio
23,895
Q3 2025 Added 0.01%
$177B
$5.24 Million 0.34% of portfolio
26,917
Q3 2025 Reduced 5.98%
$82.5B
$5.14 Million 0.33% of portfolio
39,213
Q3 2025 Reduced 0.8%
$95.7B
$4.94 Million 0.32% of portfolio
39,910
Q3 2025 Added 2.47%
$73.8B
$4.82 Million 0.31% of portfolio
23,998
Q3 2025 Added 2.45%
$38.7B
$4.54 Million 0.29% of portfolio
43,796
Q3 2025 Added 3.46%
$63B
$4.45 Million 0.28% of portfolio
15,927
Q3 2025 Added 3.58%
$67.9B
$4.09 Million 0.26% of portfolio
8,937
Q1 2021 Added 0.02%
$138B
$4.13 Million 0.26% of portfolio
162,035
Q3 2025 Reduced 0.92%
$61.8B
$3.74 Million 0.24% of portfolio
33,274
Q3 2025 Reduced 1.68%
$48.9B
$3.59 Million 0.23% of portfolio
58,663
Q3 2025 Added 4.07%
$65.5B
$3.56 Million 0.23% of portfolio
26,204
Q4 2024 Added 0.22%
$129B
$3.63 Million 0.23% of portfolio
7,276
Q3 2025 Reduced 0.16%
$148B
$3.44 Million 0.22% of portfolio
13,696
Q2 2025 Reduced 0.01%
$113B
$3.51 Million 0.22% of portfolio
37,095
Q3 2025 Reduced 0.41%
$135B
$3.43 Million 0.22% of portfolio
16,304
Q3 2025 Added 2.23%
$65.6B
$3.24 Million 0.21% of portfolio
10,784
Q3 2025 Reduced 0.78%
$160B
$3.12 Million 0.2% of portfolio
41,352
Q3 2025 Added 15.65%
$15.7B
$3.06 Million 0.2% of portfolio
21,733
Q2 2025 Reduced 0.34%
$108B
$3.03 Million 0.19% of portfolio
10,331
Q2 2025 Added 0.04%
$78.4B
$2.82 Million 0.18% of portfolio
14,389
Q3 2025 Reduced 4.26%
$59.2B
$2.87 Million 0.18% of portfolio
62,783
Q3 2025 Reduced 0.42%
$49.5B
$2.64 Million 0.17% of portfolio
2,771
Q3 2024 Reduced 1.77%
$152B
$2.51 Million 0.16% of portfolio
6,694
Q3 2025 Reduced 0.81%
$163B
$2.4 Million 0.15% of portfolio
16,598
Q3 2025 Reduced 1.31%
$45.8B
$2.3 Million 0.15% of portfolio
51,135
Q3 2025 Added 0.25%
$99.3B
$2.38 Million 0.15% of portfolio
3,137
Q3 2025 Reduced 0.79%
$87.2B
$1.83 Million 0.12% of portfolio
16,787
Q2 2025 Added 5.9%
$74.6B
$1.81 Million 0.12% of portfolio
6,265
Q3 2025 Added 0.22%
$167B
$1.85 Million 0.12% of portfolio
42,150
Q3 2025 Reduced 6.95%
$186B
$1.82 Million 0.12% of portfolio
1,978
Q3 2025 Reduced 4.35%
$103B
$1.64 Million 0.11% of portfolio
21,769
Q3 2025 Reduced 0.31%
$150B
$1.64 Million 0.11% of portfolio
4,986
Q3 2025 Added 2.57%
$189B
$1.67 Million 0.11% of portfolio
3,726
Q3 2025 Reduced 0.27%
$69.4B
$1.63 Million 0.1% of portfolio
33,684
Q3 2025 Added 6.53%
$49.7B
$1.52 Million 0.1% of portfolio
25,377
Q3 2025 Added 0.71%
$89.8B
$1.39 Million 0.09% of portfolio
2,282
Q3 2025 Added 0.84%
$26.7B
$1.41 Million 0.09% of portfolio
737
Q1 2021 Added 8.7%
$135B
$1.42 Million 0.09% of portfolio
5,996
Q3 2025 Reduced 0.94%
$25.6B
$1.26 Million 0.08% of portfolio
17,723
Q3 2025 Reduced 0.42%

Summary

  • Portfolio
  • No. of Stocks 359
  • Current Value $1.56 Billion
  • Prior Value $1.45 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 102 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 137 stocks
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