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CIK: 0001743413
Total reported value
$2.0B
$2.0B
334 檔
16.3%
The Q4 2024 SEC filing reveals that Principle Wealth Partners LLC held a total portfolio value of $2.0B, covering 334 public equity positions.
In Q4 2024, Principle Wealth Partners LLC adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 334 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.51% | -0.15% | +0.20% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.92% | -0.23% | -0.15% | |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 3.83% | -0.12% | +11.44% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 3.47% | +0.04% | -0.78% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.43% | -0.15% | -1.38% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.36% | -0.18% | +221.59% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.22% | -0.28% | -0.33% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.32% | -0.02% | -3.58% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.24% | — | +7.08% | |
| 10 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 1.94% | -0.18% | -6.48% | |
| 11 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 1.89% | — | +0.55% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.73% | — | -0.71% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.66% | -0.01% | -5.07% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.38% | -0.29% | -0.25% | |
| 15 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.34% | +0.64% | +0.05% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.28% | +0.09% | +1.73% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.20% | +0.13% | +0.30% | |
| 18 | FMHI | First Trust Municipal High I | ETF-Other | 1.16% | -0.08% | -2.86% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.13% | -0.17% | -1.11% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.13% | -0.09% | -3.93% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.08% | -0.08% | -0.55% | |
| 22 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.05% | +0.78% | +1.99% | |
| 23 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.04% | +0.08% | -2.79% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 1.00% | -0.26% | -0.54% | |
| 25 | CGGO | Cap Group Global Growth | ETF-Other | 0.91% | +0.01% | NEW | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.88% | — | -0.39% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | -0.07% | -1.11% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | -0.01% | -0.70% | |
| 29 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.85% | -0.01% | +4.54% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.84% | -0.07% | -10.97% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.80% | +0.25% | -0.42% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.77% | +0.13% | -2.12% | |
| 33 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.76% | +0.02% | -2.59% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | +0.04% | -0.44% | |
| 35 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.73% | -0.02% | +13.70% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.08% | -0.01% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.70% | -0.07% | -5.66% | |
| 38 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.65% | +0.01% | -3.34% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.59% | -0.07% | +3.86% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | -0.04% | +1.72% | |
| 41 | OFLX | Omega Flex Inc | Stock-Other | 0.57% | -0.04% | — | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.55% | +0.22% | -2.49% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.30% | -0.12% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | -0.04% | -9.67% | |
| 45 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.51% | -0.03% | -0.11% | |
| 46 | GD | General Dynamics CORP | Stock-Industrials | 0.51% | -0.07% | -0.83% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | -0.04% | -0.38% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.48% | — | +4.56% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +0.04% | -0.18% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.45% | -0.11% | +1.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +0.7% | -0.15% | Trim |
| 2 | XLG | Invesco S&p 500 Top 50 ETF | +0.5% | +11.44% | Add |
| 3 | AAPL | Apple Inc | +0.4% | +0.20% | Add |
| 4 | BLK | Blackrock Inc | +0.4% | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | +0.3% | -3.58% | Trim |
| 6 | VUG | Vanguard Growth ETF | +0.2% | -0.78% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +1.73% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.30% | Add |
| 9 | TSLA | Tesla Inc | +0.1% | -9.67% | Trim |
| 10 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 11 | DVY | Ishares Select Dividend ETF | +0.1% | +48.38% | Add |
| 12 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +221.59% | Add |
| 13 | D | Dominion Energy Inc | +0.1% | +268.05% | Add |
| 14 | V | Visa Inc-class A Shares | +0.1% | -0.70% | Trim |
| 15 | IJR | Ishares Core S&p Small-cap E | +0.1% | +7.08% | Add |
| 16 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +13.70% | Add |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | -2.59% | Trim |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -0.42% | Trim |
| 19 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | +0.05% | Add |
| 20 | NVDA | Nvidia CORP | +0.1% | -5.07% | Trim |
| 21 | NFLX | Netflix Inc | +0.1% | — | Unchanged |
| 22 | IGV | Ishares Expanded Tech-softwa | 0% | -3.34% | Trim |
| 23 | AMD | Advanced Micro Devices | -0.1% | -56.72% | Trim |
| 24 | ADBE | Adobe Inc | -0.1% | -31.09% | Trim |
| 25 | XOM | Exxon Mobil CORP | -0.1% | -0.12% | Trim |
| 26 | QCOM | Qualcomm Inc | -0.1% | -1.87% | Trim |
| 27 | LLY | Eli Lilly & Co | -0.1% | -0.52% | Trim |
| 28 | RTX | Rtx CORP | -0.1% | -0.54% | Trim |
| 29 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -3.93% | Trim |
| 30 | HD | Home Depot Inc | -0.1% | -0.55% | Trim |
| 31 | CI | THE Cigna Group | -0.1% | +0.06% | Add |
| 32 | KO | Coca-cola Co/the | -0.1% | -1.25% | Trim |
| 33 | FMHI | First Trust Municipal High I | -0.1% | -2.86% | Trim |
| 34 | ORCL | Oracle CORP | -0.1% | -5.66% | Trim |
| 35 | CAT | Caterpillar Inc | -0.1% | -2.49% | Trim |
| 36 | GD | General Dynamics CORP | -0.1% | -0.83% | Trim |
| 37 | MRK | Merck & Co. Inc. | -0.1% | -0.38% | Trim |
| 38 | PEP | Pepsico Inc | -0.1% | -8.02% | Trim |
| 39 | SCHY | Schwab International Dvd ETF | -0.1% | -15.53% | Trim |
| 40 | MCD | Mcdonald's CORP | -0.1% | -0.25% | Trim |
| 41 | CGGO | Cap Group Global Growth | -0.1% | -5.71% | Trim |
| 42 | MSFT | Microsoft CORP | -0.1% | -0.33% | Trim |
| 43 | OFLX | Omega Flex Inc | -0.1% | — | Unchanged |
| 44 | INTC | Intel CORP | -0.1% | -75.05% | Trim |
| 45 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -1.38% | Trim |
| 46 | JNJ | Johnson & Johnson | -0.2% | -1.11% | Trim |
| 47 | DOW | Dow Inc | -0.2% | -41.23% | Trim |
| 48 | SMTH | Alps Smth Cor Bd Plus ETF | -0.2% | -6.48% | Trim |
| 49 | AMGN | Amgen Inc | -0.3% | -10.97% | Trim |
| 50 | BLKCHF | Blackrock Inc | -0.4% | 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 334 disclosed positions in Q4 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, XLG) accounted for 16.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $5.9M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $5.5M
During Q4 2024, Principle Wealth Partners LLC's top holdings by market value included AAPL (6.5%)、JPM (5.9%)、XLG (3.8%). The largest single position, AAPL, represented 6.5% of total portfolio value.
In Q4 2024, Principle Wealth Partners LLC made 48 total portfolio adjustments, initiating 2 new buys, adding to 11 positions, trimming 34 holdings, and fully liquidating 1 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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