Principle Wealth Partners LLC Portfolio Holdings

Principle Wealth Partners LLC

  • $1.45 Billion
  • Q2 2025

Principle Wealth Partners LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.45 Billion distributed in 358 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 $140M, Jpmorgan Chase & CO with a value of $103M, Apple Inc. with a value of $77.3M, Vanguard Growth ETF with a value of $56M, and Microsoft Corp with a value of $55.7M.

Examining the 13F form we can see an increase of $155M in the current position value, from $1.3B to 1.45B.

Below you can find more details about Principle Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.45 Billion
ETFs: $551 Million
Technology: $267 Million
Financial Services: $207 Million
Industrials: $105 Million
Consumer Cyclical: $86.2 Million
Healthcare: $66.7 Million
Communication Services: $57.2 Million
Consumer Defensive: $46.5 Million
Other: $65.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$268B
$2.82 Million 0.19% of portfolio
8,826
Q2 2025 Reduced 2.11%
$65.2B
$2.78 Million 0.19% of portfolio
10,869
Q2 2025 Added 0.04%
$0
$2.55 Million 0.18% of portfolio
18,916
Q2 2025 Reduced 1.33%
$260B
$2.63 Million 0.18% of portfolio
9,641
Q2 2025 Added 4.13%
$160B
$2.48 Million 0.17% of portfolio
35,757
Q2 2025 Added 2.31%
$153B
$2.41 Million 0.17% of portfolio
6,749
Q2 2025 Added 0.3%
$340B
$2.46 Million 0.17% of portfolio
9,548
Q2 2025 Added 0.13%
$0
$2.3 Million 0.16% of portfolio
9,694
Q2 2025 Reduced 2.47%
$0
$2.15 Million 0.15% of portfolio
8,503
Q2 2025 Added 0.31%
$189B
$2.13 Million 0.15% of portfolio
2,068
Q2 2025 Reduced 0.86%
$99.5B
$2.21 Million 0.15% of portfolio
3,162
Q2 2025 Added 9.64%
$46.8B
$2.21 Million 0.15% of portfolio
51,005
Q1 2025 Added 3.5%
$165B
$2.08 Million 0.14% of portfolio
16,818
Q2 2025 Added 6.56%
$75.4B
$2.07 Million 0.14% of portfolio
6,251
Q2 2025 Added 0.14%
$0
$2.01 Million 0.14% of portfolio
11,588
Q2 2025 Reduced 2.31%
$275B
$2.01 Million 0.14% of portfolio
20,558
Q2 2025 Added 13.33%
$49.2B
$1.84 Million 0.13% of portfolio
25,199
Q2 2025 Reduced 0.75%
$164B
$1.96 Million 0.13% of portfolio
45,298
Q2 2025 Reduced 0.91%
$0
$1.76 Million 0.12% of portfolio
7,068
Q2 2025 Reduced 2.58%
$27.9B
$1.54 Million 0.11% of portfolio
29,798
Q2 2025 Reduced 41.83%
$280B
$1.64 Million 0.11% of portfolio
11,664
Q2 2025 Added 0.21%
$87.2B
$1.53 Million 0.11% of portfolio
16,787
Q2 2025 Added 5.9%
$1.57T
$1.39 Million 0.1% of portfolio
6,118
Q2 2025 Added 0.91%
$26.2B
$1.47 Million 0.1% of portfolio
737
Q1 2021 Added 8.7%
$101B
$1.51 Million 0.1% of portfolio
21,836
Q2 2025 Added 0.2%
$0
$1.45 Million 0.1% of portfolio
9,852
Q2 2025 Reduced 0.05%
$0
$1.43 Million 0.1% of portfolio
17,830
Q2 2025 Added 14.52%
$135B
$1.39 Million 0.1% of portfolio
6,053
Q2 2025 Reduced 1.74%
$69.6B
$1.43 Million 0.1% of portfolio
31,619
Q2 2025 Reduced 14.24%
$218B
$1.51 Million 0.1% of portfolio
3,713
Q2 2025 Added 14.7%
$0
$1.24 Million 0.09% of portfolio
24,795
Q4 2024 Reduced 4.6%
$0
$1.29 Million 0.09% of portfolio
30,570
Q3 2024 Reduced 0.65%
$0
$1.31 Million 0.09% of portfolio
4,591
Q2 2025 New
$0
$1.29 Million 0.09% of portfolio
30,208
Q2 2025 Added 33.43%
$152B
$1.34 Million 0.09% of portfolio
4,861
Q2 2025 Added 39.48%
$0
$1.12 Million 0.08% of portfolio
10,285
Q2 2025 Reduced 96.39%
$0
$1.09 Million 0.08% of portfolio
1,757
Q2 2025 Added 17.45%
$38.5B
$1.11 Million 0.08% of portfolio
11,227
Q1 2025 Reduced 0.44%
$64.3B
$1.16 Million 0.08% of portfolio
18,557
Q2 2025 Added 7.83%
$0
$1.22 Million 0.08% of portfolio
9,566
Q1 2025 Added 3.49%
$89.1B
$1.13 Million 0.08% of portfolio
2,263
Q2 2025 Added 12.92%
$74.8B
$1.19 Million 0.08% of portfolio
4,815
Q4 2022 Added 0.42%
$7.16B
$1.16 Million 0.08% of portfolio
1,095
Q2 2025 Added 28.22%
$326B
$1.18 Million 0.08% of portfolio
14,720
Q2 2025 Added 0.27%
$25.6B
$1.13 Million 0.08% of portfolio
17,798
Q2 2025 Added 0.45%
$67.5B
$1.14 Million 0.08% of portfolio
10,774
Q2 2025 Reduced 8.22%
$0
$1.15 Million 0.08% of portfolio
8,911
Q1 2025 Reduced 4.84%
$0
$948,000 0.07% of portfolio
2,234
Q2 2025 Added 6.69%
$78.6B
$1.08 Million 0.07% of portfolio
14,575
Q2 2025 Added 89.9%

Summary

  • Portfolio
  • No. of Stocks 358
  • Current Value $1.45 Billion
  • Prior Value $1.3 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 32 stocks
  • Additional Purchases 153 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 104 stocks
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