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
$82.4B
$485,000 0.04% of portfolio
2,200
Q3 2023 Reduced 1.65%
$0
$592,000 0.04% of portfolio
17,170
Q3 2024 Reduced 0.43%
$0
$591,000 0.04% of portfolio
7,132
Q1 2024 Added 18.14%
$195B
$475,000 0.04% of portfolio
3,992
Q3 2024 Added 0.63%
$213B
$488,000 0.04% of portfolio
4,247
Q2 2023 Reduced 22.03%
$89.7B
$555,000 0.04% of portfolio
6,289
Q3 2024 Reduced 9.82%
$88.5B
$524,000 0.04% of portfolio
256
Q1 2024 Added 17.97%
$24.6B
$502,000 0.04% of portfolio
4,800
Q4 2020 New
$3.44B
$578,000 0.04% of portfolio
31,225
Q3 2023 Reduced 12.79%
$79.5B
$596,000 0.04% of portfolio
4,763
Q2 2024 Reduced 3.64%
$148B
$495,000 0.04% of portfolio
2,451
Q3 2024 Added 72.48%
$20.7B
$493,000 0.04% of portfolio
4,702
Q4 2023 Reduced 1.18%
$90.8B
$474,000 0.04% of portfolio
2,752
Q3 2024 Added 946.39%
$32.5B
$473,000 0.04% of portfolio
2,661
Q4 2023 Reduced 3.17%
$109B
$499,000 0.04% of portfolio
2,169
Q3 2024 Added 8.34%
$0
$489,000 0.04% of portfolio
7,535
Q1 2024 Added 400.0%
$123B
$557,000 0.04% of portfolio
1,335
Q2 2024 Added 53.45%
$0
$588,000 0.04% of portfolio
12,392
Q3 2024 Reduced 15.35%
$0
$514,000 0.04% of portfolio
2,329
Q3 2024 Added 95.06%
$0
$597,000 0.04% of portfolio
5,595
Q3 2024 Reduced 1.74%
$0
$509,000 0.04% of portfolio
5,319
Q4 2022 Reduced 4.06%
$65.2B
$482,000 0.04% of portfolio
3,095
Q3 2024 Reduced 3.1%
$0
$510,000 0.04% of portfolio
15,350
Q3 2024 Added 36.74%
$140B
$550,000 0.04% of portfolio
8,469
Q2 2024 Reduced 18.9%
$66.8B
$517,000 0.04% of portfolio
15,004
Q3 2024 Reduced 2.12%
$95.6B
$405,000 0.03% of portfolio
3,210
Q3 2024 Added 0.09%
$0
$389,000 0.03% of portfolio
7,571
Q3 2023 Added 0.01%
$31.9B
$340,000 0.03% of portfolio
5,375
Q1 2024 New
$508M
$371,000 0.03% of portfolio
11,534
Q2 2024 Reduced 5.57%
$0
$384,000 0.03% of portfolio
1,459
Q3 2024 Reduced 5.07%
$0
$340,000 0.03% of portfolio
3,349
Q1 2024 Added 2.92%
$3.75B
$464,000 0.03% of portfolio
3,485
Q3 2024 Added 9.49%
$132B
$364,000 0.03% of portfolio
5,627
Q3 2024 Reduced 88.53%
$0
$382,000 0.03% of portfolio
1,736
Q2 2022 New
$10.3B
$392,000 0.03% of portfolio
2,940
Q3 2023 Reduced 6.52%
$6.13B
$460,000 0.03% of portfolio
2,595
Q4 2022 Added 10.66%
$0
$363,000 0.03% of portfolio
18,167
Q3 2024 Added 0.15%
$37.8B
$454,000 0.03% of portfolio
1,920
Q4 2018 New
$6.73B
$425,000 0.03% of portfolio
8,784
Q1 2024 Added 62.37%
$0
$453,000 0.03% of portfolio
4,395
Q4 2019 Reduced 12.88%
$17.9B
$448,000 0.03% of portfolio
5,500
Q4 2023 Reduced 0.33%
$19.4B
$445,000 0.03% of portfolio
2,734
Q1 2024 Added 14.39%
$4.03B
$407,000 0.03% of portfolio
21,312
Q2 2024 Reduced 0.19%
$13.9B
$375,000 0.03% of portfolio
10,480
Q3 2023 Reduced 7.36%
$0
$467,000 0.03% of portfolio
5,154
Q1 2023 Reduced 15.48%
$70.8B
$342,000 0.03% of portfolio
7,631
Q3 2024 Added 0.01%
$18.2B
$345,000 0.03% of portfolio
8,031
Q4 2023 Added 14.22%
$0
$456,000 0.03% of portfolio
7,705
Q3 2024 Reduced 6.0%
$231B
$452,000 0.03% of portfolio
6,865
Q3 2024 Added 3.0%

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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