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CIK: 0001743413
Total reported value
$2.0B
$2.0B
340 檔
15.0%
During the Q3 2024 filing period, Principle Wealth Partners LLC (CIK: 0001743413) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.0B across 340 reported positions.
During Q3 2024, Principle Wealth Partners LLC performed routine portfolio adjustments (0 new buys, 25 additions, 21 trims, and 3 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 340 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.10% | -0.15% | +0.22% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.27% | -0.23% | -0.32% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.56% | -0.15% | -0.72% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.32% | -0.28% | +0.20% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.30% | +0.04% | -0.66% | |
| 6 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 3.30% | -0.12% | +19.29% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.26% | -0.18% | +5.96% | |
| 8 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 2.17% | -0.18% | -3.90% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.15% | — | +64.08% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | -0.02% | -0.66% | |
| 11 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 1.93% | — | -0.24% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.72% | — | +1.68% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | -0.01% | +0.48% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.47% | -0.29% | +0.31% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.30% | -0.17% | +1.68% | |
| 16 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.27% | +0.64% | +0.40% | |
| 17 | FMHI | First Trust Municipal High I | ETF-Other | 1.23% | -0.08% | +126.54% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.19% | -0.09% | -2.42% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 1.17% | -0.07% | -0.10% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.14% | -0.08% | -0.89% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.12% | +0.09% | +1.96% | |
| 22 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.08% | +0.08% | -3.74% | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 1.06% | -0.26% | +0.41% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.05% | +0.13% | -0.82% | |
| 25 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.05% | +0.78% | +24.52% | |
| 26 | CGGO | Cap Group Global Growth | ETF-Other | 1.01% | +0.01% | NEW | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.92% | -0.07% | -0.44% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.90% | — | -1.12% | |
| 29 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.81% | -0.01% | +2.23% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.77% | -0.07% | -5.12% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | -0.01% | +0.38% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.75% | +0.13% | -2.93% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.08% | +0.13% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.04% | +8.75% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.73% | +0.25% | +1.51% | |
| 36 | OFLX | Omega Flex Inc | Stock-Other | 0.68% | -0.04% | — | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.68% | +0.02% | -2.59% | |
| 38 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.65% | -0.02% | +9.97% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.63% | -0.07% | -0.29% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | +0.22% | -3.42% | |
| 41 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.61% | +0.01% | -6.90% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.30% | +2.74% | |
| 43 | GD | General Dynamics CORP | Stock-Industrials | 0.59% | -0.07% | -0.26% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | -0.04% | +1.77% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | -0.04% | +2.48% | |
| 46 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.54% | -0.03% | -0.41% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.49% | +0.07% | -4.55% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | -0.01% | -0.30% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.47% | — | +3.24% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.47% | -0.11% | +3.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +0.9% | +64.08% | Add |
| 2 | FMHI | First Trust Municipal High I | +0.7% | +126.54% | Add |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | +0.4% | +19.29% | Add |
| 4 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +5.96% | Add |
| 5 | AAPL | Apple Inc | +0.2% | +0.22% | Add |
| 6 | MCD | Mcdonald's CORP | +0.2% | +0.31% | Add |
| 7 | CGGO | Cap Group Global Growth | +0.2% | +22.06% | Add |
| 8 | IBM | Intl Business Machines CORP | +0.1% | -1.12% | Trim |
| 9 | RTX | Rtx CORP | +0.1% | +0.41% | Add |
| 10 | HD | Home Depot Inc | +0.1% | -0.89% | Trim |
| 11 | SMH | Vaneck Semiconductor ETF | +0.1% | +24.52% | Add |
| 12 | MMM | 3m Co | +0.1% | -3.76% | Trim |
| 13 | TSLA | Tesla Inc | +0.1% | +1.77% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | +1.68% | Add |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | +0.1% | +36.34% | Add |
| 16 | ORCL | Oracle CORP | +0.1% | -5.12% | Trim |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +8.75% | Add |
| 18 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +9.97% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +5.86% | Add |
| 20 | SMOT | Vaneck Morningstar Smid Moat | 0% | -0.24% | Trim |
| 21 | CSCO | Cisco Systems Inc | 0% | +1.51% | Add |
| 22 | SO | Southern Co/the | 0% | -0.29% | Trim |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.13% | Add |
| 24 | CAT | Caterpillar Inc | 0% | -3.42% | Trim |
| 25 | LMT | Lockheed Martin CORP | 0% | +0.07% | Add |
| 26 | LOW | Lowe's Cos Inc | 0% | +1.20% | Add |
| 27 | GIS | General Mills Inc | 0% | +7.35% | Add |
| 28 | BLKCHF | Blackrock Inc | 0% | -1.48% | Trim |
| 29 | ABBV | Abbvie Inc | 0% | -0.30% | Trim |
| 30 | ALL | Allstate CORP | 0% | — | Unchanged |
| 31 | DVY | Ishares Select Dividend ETF | 0% | +9.82% | Add |
| 32 | PM | Philip Morris International | 0% | -0.38% | Trim |
| 33 | VO | Vanguard Mid-cap ETF | 0% | +1.77% | Add |
| 34 | KO | Coca-cola Co/the | 0% | -0.09% | Trim |
| 35 | VIG | Vanguard Dividend Apprec ETF | 0% | -0.72% | Trim |
| 36 | VTI | Vanguard Total Stock Mkt ETF | — | +1.68% | Add |
| 37 | VYM | Vanguard High Dvd Yield ETF | 0% | -2.42% | Trim |
| 38 | BA | Boeing Co/the | -0.1% | -3.54% | Trim |
| 39 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | EXIT | Sold out |
| 40 | QCOM | Qualcomm Inc | -0.2% | -4.55% | Trim |
| 41 | GOOG | Alphabet Inc-cl C | -0.2% | +1.96% | Add |
| 42 | JPM | Jpmorgan Chase & Co | -0.2% | -0.32% | Trim |
| 43 | VUG | Vanguard Growth ETF | -0.2% | -0.66% | Trim |
| 44 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.82% | Trim |
| 45 | INTC | Intel CORP | -0.2% | -45.65% | Trim |
| 46 | SCHW | Schwab (charles) CORP | -0.3% | -88.53% | Trim |
| 47 | AMZN | Amazon.com Inc | -0.3% | -0.66% | Trim |
| 48 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.4% | EXIT | Sold out |
| 49 | MSFT | Microsoft CORP | -0.4% | +0.20% | Add |
| 50 | IEF | Ishares 7-10 Year Treasury B | -0.9% | EXIT | Sold out |
According to official SEC Form 13F filings, Principle Wealth Partners LLC reported a total U.S. public equity portfolio value of $2.0B across 340 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, JPM, VIG) accounted for 15.0% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
IEF
前期市值: $11.4M
During Q3 2024, Principle Wealth Partners LLC's top holdings by market value included AAPL (6.1%)、JPM (5.3%)、VIG (3.6%). The largest single position, AAPL, represented 6.1% of total portfolio value.
In Q3 2024, Principle Wealth Partners LLC made 49 total portfolio adjustments, initiating 0 new buys, adding to 25 positions, trimming 21 holdings, and fully liquidating 3 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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