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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.49B
$773,000 0.06% of portfolio
42,646
Q3 2024 Reduced 2.74%
$7.32B
$651,000 0.05% of portfolio
4,905
Q4 2021 Reduced 18.25%
$5.24B
$594,000 0.04% of portfolio
4,400
Q2 2023 Added 100.0%
$3.66B
$578,000 0.04% of portfolio
31,225
Q3 2023 Reduced 12.79%
$3.78B
$464,000 0.03% of portfolio
3,485
Q3 2024 Added 9.49%
$6.74B
$460,000 0.03% of portfolio
2,595
Q4 2022 Added 10.66%
$7.78B
$425,000 0.03% of portfolio
8,784
Q1 2024 Added 62.37%
$3.75B
$407,000 0.03% of portfolio
21,312
Q2 2024 Reduced 0.19%
$5.98B
$240,000 0.02% of portfolio
2,245
Q4 2023 Added 48.18%
$7.21B
$246,000 0.02% of portfolio
13,152
Q2 2024 Reduced 9.18%
$2.36B
$202,000 0.02% of portfolio
7,739
Q3 2024 New
$2.39B
$319,000 0.02% of portfolio
16,265
Q3 2024 Reduced 0.76%
$2.57B
$279,000 0.02% of portfolio
6,172
Q3 2024 New
$4.25B
$302,000 0.02% of portfolio
16,285
Q3 2023 Reduced 7.86%
$9.34B
$210,000 0.02% of portfolio
5,180
Q3 2024 New
$2.19B
$189,000 0.01% of portfolio
50,315
Q4 2023 Added 7.46%

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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