Principle Wealth Partners LLC Portfolio Holdings
Principle Wealth Partners LLC
- $1.3 Billion
- Q1 2025
Principle Wealth Partners LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.3 Billion distributed in 340 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $86.3M, Apple Inc. with a value of $81.8M, Invesco Exchange Traded Fd Tr with a value of $66.7M, Vanguard Growth ETF with a value of $46.2M, and Vanguard Dividend Appreciation with a value of $44.2M.
Examining the 13F form we can see an decrease of $47.4M in the current position value, from $1.35B to 1.3B.
Below you can find more details about Principle Wealth Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.3 Billion
ETFs: $487 Million
Technology: $222 Million
Financial Services: $181 Million
Industrials: $96.6 Million
Consumer Cyclical: $78 Million
Healthcare: $72.2 Million
Consumer Defensive: $49.3 Million
Communication Services: $44.9 Million
Other: $65.6 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 340
- Current Value $1.3 Billion
- Prior Value $1.35 Billion
- Filing
- Period Q1 2025
- Filing Date May 06, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 18 stocks
- Additional Purchases 88 stocks
- Sold out of 0 stocks
- Reduced holdings in 120 stocks