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CIK: 0001743413
Total reported value
$2.0B
$2.0B
358 檔
23.3%
As reported in its official Q2 2025 Form 13F filing, Principle Wealth Partners LLC's tracked investment portfolio stood at $2.0B with 358 total positions.
In Q2 2025, Principle Wealth Partners LLC displayed an active expansion posture, initiating 1 new positions and adding to 28 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including XLG, JPM, BKDV) accounted for 23.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
VOT
市值: $1.3M
Top Position Liquidated / Trimmed
CGGO
前期市值: $12.3M
Showing top 200 holdings (of 358 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 8.73% | -0.12% | +85.00% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.44% | -0.23% | +1.05% | |
| 3 | BKDV | Bny Mellon Dynamic Value | ETF-Other | 6.00% | -0.01% | +296.00% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.83% | -0.15% | +2.34% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.49% | +0.04% | +2.49% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.48% | -0.28% | +2.90% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.11% | -0.15% | +0.35% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.90% | -0.01% | +25.45% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.21% | -0.02% | +6.11% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.61% | — | -0.05% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.57% | -0.18% | +0.30% | |
| 12 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.37% | +0.64% | +3.10% | |
| 13 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 1.27% | -0.18% | -21.31% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.24% | -0.29% | +0.83% | |
| 15 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.11% | +0.78% | -9.59% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.11% | -0.26% | -0.39% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.07% | +0.09% | +0.61% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.06% | -0.17% | -1.05% | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 1.04% | — | +0.70% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.13% | +4.82% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.00% | -0.09% | -0.29% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.93% | -0.08% | +3.60% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.87% | -0.01% | +5.08% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.08% | +13.69% | |
| 25 | FMHI | First Trust Municipal High I | ETF-Other | 0.86% | -0.08% | -6.78% | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.84% | +0.02% | +1.11% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.83% | +0.25% | -0.36% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.82% | -0.07% | -3.04% | |
| 29 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.76% | -0.01% | -5.46% | |
| 30 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.74% | -0.02% | +1.64% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.73% | -0.07% | +0.19% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.72% | +0.13% | -1.65% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.07% | +39.20% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.70% | +0.04% | +0.06% | |
| 35 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.63% | +0.08% | -15.85% | |
| 36 | SO | Southern Co/the | Stock-Utilities | 0.60% | -0.07% | -0.58% | |
| 37 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.57% | +0.01% | -8.99% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.30% | +12.68% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.54% | -0.04% | -1.98% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.53% | -0.07% | -6.77% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | +0.22% | -1.42% | |
| 42 | GD | General Dynamics CORP | Stock-Industrials | 0.50% | -0.07% | -1.16% | |
| 43 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.48% | — | +20.86% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.20% | +36.68% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.04% | +0.40% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | -0.04% | +20.40% | |
| 47 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.42% | -0.03% | -6.01% | |
| 48 | MMM | 3m Co | Stock-Industrials | 0.41% | -0.02% | -2.56% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.40% | +0.07% | -0.77% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.40% | -0.11% | -8.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BKDV | Bny Mellon Dynamic Value | +4.4% | +296.00% | Add |
| 2 | XLG | Invesco S&p 500 Top 50 ETF | +4% | +85.00% | Add |
| 3 | NVDA | Nvidia CORP | +1.1% | +25.45% | Add |
| 4 | MSFT | Microsoft CORP | +0.6% | +2.90% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | +1.05% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.3% | +39.20% | Add |
| 7 | ORCL | Oracle CORP | +0.2% | -3.04% | Trim |
| 8 | VUG | Vanguard Growth ETF | +0.2% | +2.49% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | +6.11% | Add |
| 10 | GS | Goldman Sachs Group Inc | +0.1% | +1.11% | Add |
| 11 | TSLA | Tesla Inc | +0.1% | +20.40% | Add |
| 12 | VST | Vistra CORP | +0.1% | +35.65% | Add |
| 13 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | +3.10% | Add |
| 14 | PLTR | Palantir Technologies Inc-a | +0.1% | +13.25% | Add |
| 15 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | NEW | New buy |
| 16 | NFLX | Netflix Inc | +0.1% | +0.55% | Add |
| 17 | BX | Blackstone Inc | +0.1% | +34.81% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.82% | Add |
| 19 | IBM | Intl Business Machines CORP | +0.1% | +0.70% | Add |
| 20 | PANW | Palo Alto Networks Inc | +0.1% | +9.61% | Add |
| 21 | SMH | Vaneck Semiconductor ETF | 0% | -9.59% | Trim |
| 22 | JEPQ | JPM Nasdaq Equity Premium | 0% | +20.86% | Add |
| 23 | EMR | Emerson Electric Co | 0% | +7.44% | Add |
| 24 | VGT | Vanguard Info Tech ETF | 0% | -1.65% | Trim |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.40% | Add |
| 26 | CAT | Caterpillar Inc | 0% | -1.42% | Trim |
| 27 | CVX | Chevron CORP | 0% | +36.68% | Add |
| 28 | GOOG | Alphabet Inc-cl C | — | +0.61% | Add |
| 29 | CSCO | Cisco Systems Inc | 0% | -0.36% | Trim |
| 30 | TCAF | T Rowe Prc Cap Appreciation | 0% | +1.64% | Add |
| 31 | RTX | Rtx CORP | -0.1% | -0.39% | Trim |
| 32 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -0.05% | Trim |
| 33 | GIS | General Mills Inc | -0.1% | -41.83% | Trim |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -14.29% | Trim |
| 35 | PEP | Pepsico Inc | -0.1% | -27.83% | Trim |
| 36 | CVRT | Calamos Conv Eqty Alt ETF | -0.2% | EXIT | Sold out |
| 37 | IJT | Ishares S&p Small-cap 600 Gr | -0.2% | -80.25% | Trim |
| 38 | ACN | Accenture plc | -0.2% | -73.59% | Trim |
| 39 | AMGN | Amgen Inc | -0.2% | -6.77% | Trim |
| 40 | JMST | JPM Ultra-short Muni Income | -0.2% | -15.85% | Trim |
| 41 | FMHI | First Trust Municipal High I | -0.2% | -6.78% | Trim |
| 42 | VIG | Vanguard Dividend Apprec ETF | -0.3% | +0.35% | Add |
| 43 | JNJ | Johnson & Johnson | -0.3% | -1.05% | Trim |
| 44 | MCD | Mcdonald's CORP | -0.3% | +0.83% | Add |
| 45 | SCHD | Schwab US Dvd Equity ETF | -0.3% | +0.30% | Add |
| 46 | SMTH | Alps Smth Cor Bd Plus ETF | -0.6% | -21.31% | Trim |
| 47 | CGGO | Cap Group Global Growth | -0.9% | EXIT | Sold out |
| 48 | AAPL | Apple Inc | -1% | +2.34% | Add |
| 49 | SMOT | Vaneck Morningstar Smid Moat | -1.9% | -98.49% | Trim |
| 50 | IJR | Ishares Core S&p Small-cap E | -2.1% | -96.39% | Trim |
According to official SEC Form 13F filings, Principle Wealth Partners LLC reported a total U.S. public equity portfolio value of $2.0B across 358 disclosed positions in Q2 2025.
During Q2 2025, Principle Wealth Partners LLC's top holdings by market value included XLG (8.7%)、JPM (6.4%)、BKDV (6.0%). The largest single position, XLG, represented 8.7% of total portfolio value.
In Q2 2025, Principle Wealth Partners LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 28 positions, trimming 19 holdings, and fully liquidating 2 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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