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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$42B
$5.97 Million 0.45% of portfolio
41,948
Q3 2024 Reduced 0.67%
$760B
$5.83 Million 0.44% of portfolio
6,577
Q3 2024 Reduced 0.54%
$1.38T
$5.75 Million 0.43% of portfolio
10,040
Q3 2024 Added 5.86%
$300B
$5.73 Million 0.43% of portfolio
38,903
Q3 2024 Added 5.0%
$150B
$5.6 Million 0.42% of portfolio
193,674
Q3 2024 Reduced 0.63%
$50B
$5.59 Million 0.42% of portfolio
17,277
Q3 2024 Reduced 2.35%
$144B
$5.55 Million 0.42% of portfolio
5,844
Q3 2024 Reduced 1.48%
$177B
$5.53 Million 0.41% of portfolio
28,435
Q3 2024 Reduced 1.03%
$197B
$5.44 Million 0.41% of portfolio
31,984
Q3 2024 Added 1.15%
$1.25T
$5.26 Million 0.39% of portfolio
20,109
Q3 2024 Added 1.77%
$85.1B
$5.19 Million 0.39% of portfolio
24,995
Q3 2024 Reduced 5.26%
$42.6B
$5.23 Million 0.39% of portfolio
43,212
Q3 2024 Reduced 1.7%
$415B
$5.07 Million 0.38% of portfolio
5,719
Q3 2024 Reduced 0.64%
$27.1B
$5.05 Million 0.38% of portfolio
92,501
Q3 2024 Added 6.71%
$85.1B
$5 Million 0.37% of portfolio
14,423
Q3 2024 Added 0.06%
$0
$4.75 Million 0.36% of portfolio
86,446
Q3 2024 Added 1.15%
$48.9B
$4.76 Million 0.36% of portfolio
25,105
Q4 2021 Reduced 0.29%
$398B
$4.83 Million 0.36% of portfolio
7
Q4 2021 Reduced 12.5%
$362B
$4.57 Million 0.34% of portfolio
115,054
Q3 2024 Reduced 1.27%
$487B
$4.42 Million 0.33% of portfolio
7,562
Q3 2024 Reduced 0.5%
$19.7B
$4.38 Million 0.33% of portfolio
22,074
Q3 2024 Reduced 0.14%
$182B
$4.32 Million 0.32% of portfolio
35,555
Q3 2024 Reduced 0.38%
$81.5B
$4.14 Million 0.31% of portfolio
35,914
Q2 2024 Added 9.75%
$123B
$4.2 Million 0.31% of portfolio
7,180
Q3 2024 Added 0.07%
$51.9B
$4.18 Million 0.31% of portfolio
12,226
Q3 2024 Reduced 0.2%
$0
$4.13 Million 0.31% of portfolio
27,609
Q3 2024 Added 0.01%
$220B
$4.12 Million 0.31% of portfolio
11,649
Q3 2024 Reduced 2.67%
$54.5B
$3.98 Million 0.3% of portfolio
16,995
Q3 2024 Added 0.01%
$0
$3.97 Million 0.3% of portfolio
29,362
Q3 2024 Added 9.82%
$76.4B
$4 Million 0.3% of portfolio
21,643
Q3 2024 Reduced 0.54%
$76B
$4.02 Million 0.3% of portfolio
8,937
Q1 2021 Added 0.02%
$69.7B
$3.87 Million 0.29% of portfolio
35,350
Q3 2024 Reduced 3.65%
$130B
$3.91 Million 0.29% of portfolio
37,155
Q3 2024 Added 0.27%
$0
$3.89 Million 0.29% of portfolio
30,310
Q3 2024 Added 0.4%
$154B
$3.79 Million 0.28% of portfolio
13,981
Q3 2024 Added 1.2%
$0
$3.76 Million 0.28% of portfolio
74,209
Q3 2024 Added 4.35%
$188B
$3.78 Million 0.28% of portfolio
20,041
Q2 2024 Reduced 2.62%
$34.7B
$3.66 Million 0.27% of portfolio
49,507
Q3 2024 Added 7.35%
$54.8B
$3.44 Million 0.26% of portfolio
26,147
Q3 2024 Reduced 0.31%
$0
$3.33 Million 0.25% of portfolio
19,072
Q3 2024 Added 9.69%
$103B
$3.36 Million 0.25% of portfolio
22,104
Q3 2024 Reduced 3.53%
$147B
$3.35 Million 0.25% of portfolio
16,203
Q3 2024 Added 4.68%
$48.1B
$3.19 Million 0.24% of portfolio
31,055
Q2 2024 Added 3.41%
$0
$3.24 Million 0.24% of portfolio
50,031
Q3 2024 Added 0.85%
$0
$3.23 Million 0.24% of portfolio
20,963
Q3 2024 Added 0.01%
$119B
$3.03 Million 0.23% of portfolio
10,949
Q2 2024 Added 1.9%
$0
$3.13 Million 0.23% of portfolio
22,436
Q3 2024 Added 36.34%
$132B
$2.99 Million 0.22% of portfolio
35,406
Q3 2024 Added 2.72%
$53.2B
$2.88 Million 0.22% of portfolio
2,771
Q3 2024 Reduced 1.77%

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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