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
$54B
$2.66 Million 0.2% of portfolio
64,575
Q1 2025 Added 0.03%
$58.6B
$2.57 Million 0.2% of portfolio
10,865
Q1 2025 Reduced 1.81%
$224B
$2.43 Million 0.19% of portfolio
9,016
Q1 2025 Added 8.22%
$216B
$2.46 Million 0.19% of portfolio
24,911
Q1 2025 Reduced 5.55%
$143B
$2.48 Million 0.19% of portfolio
34,951
Q1 2025 Reduced 4.13%
$0
$2.44 Million 0.19% of portfolio
17,963
Q1 2025 Added 3.75%
$268B
$2.48 Million 0.19% of portfolio
9,259
Q1 2025 Added 0.54%
$42.6B
$2.35 Million 0.18% of portfolio
51,005
Q1 2025 Added 3.5%
$312B
$2.4 Million 0.18% of portfolio
3,621
Q1 2025 Added 31.86%
$0
$2.2 Million 0.17% of portfolio
9,939
Q1 2025 Added 0.03%
$185B
$2.07 Million 0.16% of portfolio
45,714
Q1 2025 Added 4.01%
$95.7B
$2.05 Million 0.16% of portfolio
6,242
Q1 2025 Reduced 56.75%
$264B
$1.91 Million 0.15% of portfolio
9,536
Q1 2025 Reduced 53.56%
$0
$1.92 Million 0.15% of portfolio
7,255
Q4 2024 Reduced 3.93%
$146B
$1.92 Million 0.15% of portfolio
15,783
Q3 2024 Reduced 3.66%
$187B
$1.84 Million 0.14% of portfolio
3,722
Q1 2025 Added 14.1%
$129B
$1.83 Million 0.14% of portfolio
6,729
Q1 2025 Added 10.87%
$86.2B
$1.75 Million 0.14% of portfolio
2,884
Q4 2023 Added 3.41%
$0
$1.67 Million 0.13% of portfolio
11,862
Q4 2024 Reduced 5.8%
$0
$1.75 Million 0.13% of portfolio
8,477
Q1 2025 Reduced 0.61%
$204B
$1.66 Million 0.13% of portfolio
2,086
Q1 2025 Reduced 1.88%
$264B
$1.59 Million 0.12% of portfolio
18,140
Q4 2024 Reduced 1.11%
$162B
$1.61 Million 0.12% of portfolio
3,237
Q1 2025 Added 3.35%
$60B
$1.61 Million 0.12% of portfolio
25,389
Q1 2025 Reduced 0.13%
$67.2B
$1.56 Million 0.12% of portfolio
36,869
Q1 2025 Reduced 3.72%
$26.1B
$1.38 Million 0.11% of portfolio
737
Q1 2021 Added 8.7%
$139B
$1.46 Million 0.11% of portfolio
6,160
Q4 2024 Reduced 2.84%
$84.4B
$1.48 Million 0.11% of portfolio
21,793
Q1 2025 Reduced 1.37%
$0
$1.24 Million 0.1% of portfolio
30,570
Q3 2024 Reduced 0.65%
$72.7B
$1.33 Million 0.1% of portfolio
15,852
Q4 2024 Reduced 0.31%
$223B
$1.36 Million 0.1% of portfolio
11,640
Q1 2025 Added 0.11%
$64.6B
$1.31 Million 0.1% of portfolio
11,739
Q2 2023 Reduced 1.29%
$68.6B
$1.3 Million 0.1% of portfolio
11,080
Q1 2025 New
$0
$1.29 Million 0.1% of portfolio
9,857
Q1 2025 Reduced 3.77%
$76.5B
$1.19 Million 0.09% of portfolio
4,815
Q4 2022 Added 0.42%
$0
$1.15 Million 0.09% of portfolio
15,570
Q4 2023 Reduced 32.22%
$0
$1.23 Million 0.09% of portfolio
24,795
Q4 2024 Reduced 4.6%
$0
$1.11 Million 0.09% of portfolio
14,836
Q2 2024 Reduced 5.03%
$0
$1.14 Million 0.09% of portfolio
9,566
Q1 2025 Added 3.49%
$39.7B
$1.16 Million 0.09% of portfolio
11,227
Q1 2025 Reduced 0.44%
$8.48B
$1.13 Million 0.09% of portfolio
854
Q1 2025 Added 4.91%
$147B
$1.11 Million 0.09% of portfolio
5,401
Q2 2024 Reduced 19.76%
$78.2B
$978,000 0.08% of portfolio
5,940
Q1 2025 Reduced 1.66%
$75.2B
$1.03 Million 0.08% of portfolio
2,004
Q1 2025 Added 5.53%
$0
$1.03 Million 0.08% of portfolio
8,911
Q1 2025 Reduced 4.84%
$99.4B
$1.07 Million 0.08% of portfolio
10,861
Q4 2024 Reduced 1.82%
$53.2B
$1.01 Million 0.08% of portfolio
17,209
Q1 2025 Added 4.56%
$1.1T
$1.01 Million 0.08% of portfolio
6,063
Q1 2025 Added 0.3%
$286B
$1.05 Million 0.08% of portfolio
14,680
Q1 2025 Reduced 6.38%

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
Track This Portfolio

Track Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email