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CIK: 0001743413
Total reported value
$2.0B
$2.0B
340 檔
16.2%
In Q1 2025, Principle Wealth Partners LLC's U.S. equity holdings reached a combined market value of $2.0B, distributed across 340 disclosed stock positions.
In Q1 2025, Principle Wealth Partners LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 340 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.17% | -0.23% | -0.08% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.84% | -0.15% | -0.70% | |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 4.77% | -0.12% | +32.75% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.37% | -0.15% | -2.89% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.30% | +0.04% | +3.32% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.92% | -0.28% | +0.13% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.13% | — | +2.79% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.07% | -0.02% | +0.86% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.89% | -0.18% | -45.84% | |
| 10 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 1.89% | — | +3.34% | |
| 11 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 1.85% | -0.18% | -7.83% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.82% | -0.01% | +32.88% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.67% | — | -0.27% | |
| 14 | BKDV | Bny Mellon Dynamic Value | ETF-Other | 1.65% | -0.01% | — | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.51% | -0.29% | -0.20% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.33% | -0.17% | +0.57% | |
| 17 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.29% | +0.64% | +3.33% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 1.16% | -0.26% | -0.64% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.11% | -0.09% | -4.63% | |
| 20 | FMHI | First Trust Municipal High I | ETF-Other | 1.08% | -0.08% | -7.14% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.07% | +0.09% | -0.23% | |
| 22 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.07% | +0.78% | +14.33% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.03% | -0.08% | -0.53% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.99% | — | -2.13% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.13% | -0.24% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | -0.08% | +10.32% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | -0.01% | -2.82% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.89% | -0.07% | -1.52% | |
| 29 | CGGO | Cap Group Global Growth | ETF-Other | 0.88% | +0.01% | NEW | |
| 30 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.85% | -0.01% | +4.06% | |
| 31 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.85% | +0.08% | -19.44% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.85% | +0.25% | -0.06% | |
| 33 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.76% | -0.02% | +5.41% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.74% | +0.02% | +0.06% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.73% | +0.04% | +0.33% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.73% | -0.07% | -28.77% | |
| 37 | SO | Southern Co/the | Stock-Utilities | 0.69% | -0.07% | +1.96% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.69% | +0.13% | +0.36% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.62% | -0.07% | +2.96% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.30% | -0.72% | |
| 41 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.59% | +0.01% | -0.83% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.58% | -0.04% | -1.21% | |
| 43 | GD | General Dynamics CORP | Stock-Industrials | 0.55% | -0.07% | +2.14% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | +0.22% | -0.69% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.50% | -0.11% | +8.39% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | -0.01% | -1.82% | |
| 47 | OFLX | Omega Flex Inc | Stock-Other | 0.48% | -0.04% | — | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | -0.04% | +2.65% | |
| 49 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.47% | -0.03% | -2.80% | |
| 50 | MMM | 3m Co | Stock-Industrials | 0.47% | -0.02% | -0.46% |
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 Q1 2025.
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 JPM, AAPL, XLG) accounted for 16.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
JPM
市值: $86.3M
During Q1 2025, Principle Wealth Partners LLC's top holdings by market value included JPM (6.2%)、AAPL (5.8%)、XLG (4.8%). The largest single position, JPM, represented 6.2% of total portfolio value.
In Q1 2025, Principle Wealth Partners LLC made 50 total portfolio adjustments, initiating 50 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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