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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.84 Million 0.18% of portfolio
20,425
Q3 2025 Added 7.98%
$193B
$2.75 Million 0.18% of portfolio
24,009
Q3 2025 Reduced 1.97%
$255B
$2.84 Million 0.18% of portfolio
8,554
Q3 2025 Reduced 3.08%
$46.8B
$2.64 Million 0.17% of portfolio
2,771
Q3 2024 Reduced 1.77%
$204B
$2.63 Million 0.17% of portfolio
18,714
Q3 2025 Reduced 11.56%
$140B
$2.51 Million 0.16% of portfolio
6,694
Q3 2025 Reduced 0.81%
$0
$2.45 Million 0.16% of portfolio
9,621
Q3 2025 Reduced 0.75%
$170B
$2.4 Million 0.15% of portfolio
16,598
Q3 2025 Reduced 1.31%
$45.6B
$2.3 Million 0.15% of portfolio
51,135
Q3 2025 Added 0.25%
$107B
$2.38 Million 0.15% of portfolio
3,137
Q3 2025 Reduced 0.79%
$237B
$2.28 Million 0.15% of portfolio
9,635
Q3 2025 Reduced 0.06%
$0
$2.27 Million 0.15% of portfolio
11,588
Q2 2025 Reduced 2.31%
$279B
$1.98 Million 0.13% of portfolio
19,251
Q3 2025 Reduced 6.36%
$89.3B
$1.83 Million 0.12% of portfolio
16,787
Q2 2025 Added 5.9%
$82.8B
$1.81 Million 0.12% of portfolio
6,265
Q3 2025 Added 0.22%
$0
$1.83 Million 0.12% of portfolio
7,047
Q3 2025 Reduced 0.3%
$169B
$1.82 Million 0.12% of portfolio
1,978
Q3 2025 Reduced 4.35%
$270B
$1.84 Million 0.12% of portfolio
11,600
Q3 2025 Reduced 0.55%
$0
$1.93 Million 0.12% of portfolio
14,269
Q3 2025 Added 720.53%
$0
$1.66 Million 0.11% of portfolio
37,211
Q3 2025 Added 23.18%
$103B
$1.64 Million 0.11% of portfolio
21,769
Q3 2025 Reduced 0.31%
$1.46T
$1.7 Million 0.11% of portfolio
6,072
Q3 2025 Reduced 0.75%
$139B
$1.64 Million 0.11% of portfolio
4,986
Q3 2025 Added 2.57%
$222B
$1.73 Million 0.11% of portfolio
3,558
Q3 2025 Reduced 4.17%
$193B
$1.67 Million 0.11% of portfolio
3,726
Q3 2025 Reduced 0.27%
$67.6B
$1.63 Million 0.1% of portfolio
33,684
Q3 2025 Added 6.53%
$0
$1.57 Million 0.1% of portfolio
13,243
Q3 2025 Added 28.76%
$0
$1.49 Million 0.1% of portfolio
17,645
Q3 2025 Reduced 1.04%
$7.89B
$1.52 Million 0.1% of portfolio
1,624
Q3 2025 Added 48.31%
$65.3B
$1.51 Million 0.1% of portfolio
20,769
Q3 2025 Added 11.92%
$130B
$1.56 Million 0.1% of portfolio
4,380
Q3 2025 Added 61.03%
$45.2B
$1.52 Million 0.1% of portfolio
25,377
Q3 2025 Added 0.71%
$0
$1.38 Million 0.09% of portfolio
30,570
Q3 2024 Reduced 0.65%
$0
$1.35 Million 0.09% of portfolio
4,591
Q2 2025 New
$86.7B
$1.39 Million 0.09% of portfolio
2,282
Q3 2025 Added 0.84%
$27.9B
$1.41 Million 0.09% of portfolio
737
Q1 2021 Added 8.7%
$0
$1.34 Million 0.09% of portfolio
8,713
Q3 2025 Reduced 11.56%
$136B
$1.42 Million 0.09% of portfolio
5,996
Q3 2025 Reduced 0.94%
$0
$1.23 Million 0.08% of portfolio
8,911
Q1 2025 Reduced 4.84%
$25.4B
$1.26 Million 0.08% of portfolio
17,723
Q3 2025 Reduced 0.42%
$0
$1.3 Million 0.08% of portfolio
24,795
Q4 2024 Reduced 4.6%
$317B
$1.23 Million 0.08% of portfolio
14,720
Q2 2025 Added 0.27%
$72.3B
$1.22 Million 0.08% of portfolio
10,921
Q3 2025 Added 1.36%
$74.9B
$1.26 Million 0.08% of portfolio
4,815
Q4 2022 Added 0.42%
$0
$1.18 Million 0.08% of portfolio
1,757
Q2 2025 Added 17.45%
$0
$1.24 Million 0.08% of portfolio
9,432
Q3 2025 Reduced 1.4%
$0
$1.05 Million 0.07% of portfolio
2,234
Q2 2025 Added 6.69%
$0
$1.09 Million 0.07% of portfolio
14,838
Q3 2025 Added 0.01%
$32.3B
$1.1 Million 0.07% of portfolio
5,583
Q3 2025 Added 77.92%

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
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