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 Market Cap. of $10 Billions to $200 Billions
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