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 $200 Billions or more
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