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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$44.9B
$6.08 Million 0.47% of portfolio
42,734
Q1 2025 Reduced 0.14%
$0
$6.09 Million 0.47% of portfolio
117,543
Q1 2025 Added 37.47%
$313B
$6.02 Million 0.46% of portfolio
84,121
Q1 2025 Reduced 1.02%
$96B
$5.56 Million 0.43% of portfolio
24,005
Q1 2025 Reduced 0.64%
$442B
$5.59 Million 0.43% of portfolio
7
Q4 2021 Reduced 12.5%
$177B
$5.57 Million 0.43% of portfolio
28,604
Q1 2025 Added 0.93%
$278B
$5.51 Million 0.42% of portfolio
34,696
Q1 2025 Reduced 1.38%
$767B
$5.46 Million 0.42% of portfolio
6,616
Q1 2025 Added 1.12%
$46.1B
$5.27 Million 0.41% of portfolio
16,812
Q1 2025 Reduced 0.8%
$446B
$5.24 Million 0.4% of portfolio
5,545
Q1 2025 Reduced 3.31%
$53.1B
$5.2 Million 0.4% of portfolio
25,105
Q4 2021 Reduced 0.29%
$0
$5.16 Million 0.4% of portfolio
38,398
Q1 2025 Reduced 11.86%
$89.6B
$4.91 Million 0.38% of portfolio
40,236
Q1 2025 Reduced 3.77%
$1.03T
$4.93 Million 0.38% of portfolio
19,040
Q1 2025 Added 4.82%
$362B
$4.81 Million 0.37% of portfolio
115,335
Q1 2025 Added 0.54%
$39.5B
$4.72 Million 0.36% of portfolio
42,294
Q1 2025 Added 0.26%
$182B
$4.4 Million 0.34% of portfolio
29,320
Q1 2025 Reduced 0.34%
$0
$4.45 Million 0.34% of portfolio
34,535
Q1 2025 Reduced 3.24%
$58.6B
$4.46 Million 0.34% of portfolio
26,144
Q1 2025 Added 1.83%
$61.6B
$4.23 Million 0.33% of portfolio
15,997
Q1 2025 Reduced 5.17%
$0
$4.33 Million 0.33% of portfolio
85,493
Q1 2025 Reduced 37.15%
$0
$4.18 Million 0.32% of portfolio
27,330
Q1 2025 Reduced 1.2%
$0
$4.05 Million 0.31% of portfolio
81,664
Q1 2025 Added 6.84%
$75.1B
$4.03 Million 0.31% of portfolio
36,792
Q1 2025 Added 5.0%
$284B
$3.99 Million 0.31% of portfolio
7,614
Q1 2025 Added 1.22%
$72.5B
$3.94 Million 0.3% of portfolio
22,433
Q1 2025 Added 4.13%
$116B
$3.91 Million 0.3% of portfolio
37,255
Q4 2024 Added 0.27%
$68.8B
$3.91 Million 0.3% of portfolio
8,937
Q1 2021 Added 0.02%
$52.3B
$3.85 Million 0.3% of portfolio
35,255
Q1 2025 Added 0.96%
$18.8B
$3.61 Million 0.28% of portfolio
21,808
Q1 2025 Reduced 0.1%
$536B
$3.58 Million 0.28% of portfolio
3,834
Q1 2025 Added 0.16%
$202B
$3.46 Million 0.27% of portfolio
11,089
Q1 2025 Reduced 4.11%
$152B
$3.44 Million 0.27% of portfolio
16,259
Q1 2025 Added 0.4%
$46.3B
$3.45 Million 0.27% of portfolio
61,534
Q1 2025 Added 51.21%
$129B
$3.33 Million 0.26% of portfolio
19,500
Q1 2025 Reduced 7.52%
$101B
$3.32 Million 0.26% of portfolio
23,782
Q1 2025 Added 30.98%
$0
$3.24 Million 0.25% of portfolio
18,736
Q1 2025 Added 1.18%
$0
$3.25 Million 0.25% of portfolio
26,118
Q1 2025 Added 11.94%
$125B
$3.22 Million 0.25% of portfolio
7,209
Q1 2025 Reduced 1.49%
$140B
$3.19 Million 0.25% of portfolio
13,698
Q1 2025 Reduced 2.14%
$57.1B
$3.24 Million 0.25% of portfolio
26,204
Q4 2024 Added 0.22%
$32.3B
$3.06 Million 0.24% of portfolio
51,229
Q1 2025 Reduced 0.01%
$0
$3.05 Million 0.24% of portfolio
94,233
Q1 2025 Reduced 4.66%
$0
$3.07 Million 0.24% of portfolio
49,358
Q1 2025 Added 0.0%
$131B
$3.16 Million 0.24% of portfolio
10,327
Q1 2025 Reduced 5.79%
$0
$2.8 Million 0.22% of portfolio
19,171
Q1 2025 Reduced 4.02%
$562B
$2.71 Million 0.21% of portfolio
4,944
Q1 2025 Added 0.02%
$54.8B
$2.74 Million 0.21% of portfolio
2,771
Q3 2024 Reduced 1.77%
$0
$2.6 Million 0.2% of portfolio
5,050
Q1 2025 Reduced 0.53%

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
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