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CIK: 0001743413
Total reported value
$2.0B
$2.0B
344 檔
13.3%
The Q1 2024 SEC filing reveals that Principle Wealth Partners LLC held a total portfolio value of $2.0B, covering 344 public equity positions.
During Q1 2024, Principle Wealth Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 344 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.54% | -0.23% | +0.36% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.94% | -0.15% | +0.15% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.67% | -0.15% | +0.35% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.57% | -0.28% | +0.56% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.30% | -0.18% | +12.72% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 3.22% | +0.04% | +1.32% | |
| 7 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 2.56% | -0.18% | +2.07% | |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.31% | -0.12% | +59.33% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.23% | -0.02% | +0.08% | |
| 10 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 1.94% | — | +10.23% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.62% | — | +0.98% | |
| 12 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.50% | -0.29% | +0.08% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | -0.01% | -11.28% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.37% | -0.17% | +1.74% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.35% | — | +296.24% | |
| 16 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.31% | +0.08% | -9.63% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.22% | -0.09% | +0.27% | |
| 18 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.22% | +0.64% | +1.31% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.20% | -0.08% | +0.09% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 1.14% | -0.07% | -17.08% | |
| 21 | OFLX | Omega Flex Inc | Stock-Other | 1.07% | -0.04% | — | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | +0.13% | +2.23% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.05% | +0.09% | +0.51% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.96% | -0.07% | +0.84% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.95% | -0.26% | -1.72% | |
| 26 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.88% | — | +4.59% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 0.85% | — | +0.82% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | -0.01% | +2.23% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.81% | +0.13% | -1.59% | |
| 30 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.78% | -0.01% | +11.18% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.75% | +0.25% | +1.02% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.08% | +0.80% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.73% | -0.04% | +1.11% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | +0.04% | -0.27% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.67% | +0.22% | -0.29% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.67% | -0.07% | +0.76% | |
| 37 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.66% | — | -3.16% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.65% | +0.02% | -0.49% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.30% | -0.65% | |
| 40 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.64% | +0.01% | +387.30% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.63% | -0.04% | +0.30% | |
| 42 | GD | General Dynamics CORP | Stock-Industrials | 0.61% | -0.07% | -2.49% | |
| 43 | FMHI | First Trust Municipal High I | ETF-Other | 0.60% | -0.08% | -5.50% | |
| 44 | INTC | Intel CORP | Stock-Tech | 0.60% | +0.07% | +0.49% | |
| 45 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.59% | +0.78% | +19.75% | |
| 46 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.58% | -0.03% | +5.44% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.58% | +0.07% | +0.51% | |
| 48 | SO | Southern Co/the | Stock-Utilities | 0.54% | -0.07% | +5.30% | |
| 49 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.52% | -0.02% | +22.41% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.52% | — | -2.50% |
According to official SEC Form 13F filings, Principle Wealth Partners LLC reported a total U.S. public equity portfolio value of $2.0B across 344 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including JPM, AAPL, VIG) accounted for 13.3% of total reported equity market value during Q1 2024.
During Q1 2024, Principle Wealth Partners LLC's top holdings by market value included JPM (5.5%)、AAPL (4.9%)、VIG (3.7%). The largest single position, JPM, represented 5.5% of total portfolio value.
In Q1 2024, Principle Wealth Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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