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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.2B
$517,000 0.04% of portfolio
15,004
Q3 2024 Reduced 2.12%
$101B
$405,000 0.03% of portfolio
3,210
Q3 2024 Added 0.09%
$33.7B
$340,000 0.03% of portfolio
5,375
Q1 2024 New
$140B
$364,000 0.03% of portfolio
5,627
Q3 2024 Reduced 88.53%
$11.2B
$392,000 0.03% of portfolio
2,940
Q3 2023 Reduced 6.52%
$36.5B
$454,000 0.03% of portfolio
1,920
Q4 2018 New
$18B
$448,000 0.03% of portfolio
5,500
Q4 2023 Reduced 0.33%
$20.1B
$445,000 0.03% of portfolio
2,734
Q1 2024 Added 14.39%
$13.8B
$375,000 0.03% of portfolio
10,480
Q3 2023 Reduced 7.36%
$72.7B
$342,000 0.03% of portfolio
7,631
Q3 2024 Added 0.01%
$18.7B
$345,000 0.03% of portfolio
8,031
Q4 2023 Added 14.22%
$26.1B
$358,000 0.03% of portfolio
1,869
Q2 2022 Reduced 5.51%
$108B
$434,000 0.03% of portfolio
4,826
Q3 2024 Reduced 26.2%
$13.9B
$405,000 0.03% of portfolio
10,380
Q3 2024 Reduced 10.36%
$83.8B
$375,000 0.03% of portfolio
9,258
Q2 2024 Reduced 2.11%
$30.6B
$364,000 0.03% of portfolio
3,076
Q4 2023 Reduced 0.61%
$65.4B
$331,000 0.02% of portfolio
7,266
Q3 2024 Added 0.01%
$14.8B
$292,000 0.02% of portfolio
11,300
Q4 2023 New
$37.2B
$204,000 0.02% of portfolio
2,543
Q3 2024 New
$23.5B
$223,000 0.02% of portfolio
1,525
Q3 2024 New
$129B
$282,000 0.02% of portfolio
3,374
Q1 2024 New
$64.4B
$204,000 0.02% of portfolio
850
Q3 2024 New
$34B
$272,000 0.02% of portfolio
2,225
Q3 2022 New
$37.2B
$283,000 0.02% of portfolio
4,347
Q3 2024 Added 9.22%
$11.7B
$201,000 0.02% of portfolio
3,240
Q3 2024 New
$29.9B
$266,000 0.02% of portfolio
2,770
Q3 2022 Added 7.28%
$68.1B
$251,000 0.02% of portfolio
8,646
Q2 2024 Added 2.73%
$59.8B
$311,000 0.02% of portfolio
14,113
Q3 2024 Reduced 1.04%
$45.5B
$332,000 0.02% of portfolio
3,653
Q1 2024 Reduced 6.04%
$38.3B
$296,000 0.02% of portfolio
2,120
Q4 2020 New
$85.3B
$242,000 0.02% of portfolio
1,509
Q3 2024 Added 0.07%
$116B
$213,000 0.02% of portfolio
2,542
Q3 2024 New
$70.2B
$264,000 0.02% of portfolio
1,037
Q3 2024 Added 9.16%
$89B
$249,000 0.02% of portfolio
525
Q3 2024 New
$72.2B
$283,000 0.02% of portfolio
2,305
Q2 2024 Added 7.81%
$44.5B
$235,000 0.02% of portfolio
3,300
Q4 2023 New
$64.8B
$261,000 0.02% of portfolio
3,176
Q2 2024 Reduced 5.53%
$106B
$248,000 0.02% of portfolio
1,116
Q3 2024 Added 17.47%
$105B
$307,000 0.02% of portfolio
3,938
Q1 2024 Added 17.38%
$15.3B
$142,000 0.01% of portfolio
12,309
Q3 2024 New
$39.4B
$149,000 0.01% of portfolio
14,154
Q3 2024 New

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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