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CIK: 0001743413
Total reported value
$2.0B
$2.0B
359 檔
26.2%
At the close of Q3 2025, Principle Wealth Partners LLC disclosed equity holdings valued at approximately $2.0B, spread across 359 reported holdings.
Principle Wealth Partners LLC executed strategic sector rebalancing during Q3 2025, establishing 2 new positions while fully exiting 3 holdings and trimming 21 positions.
Showing top 200 holdings (of 359 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 | 9.15% | -0.12% | +2.20% | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.51% | -0.23% | -0.07% | |
| 3 | BKDV | Bny Mellon Dynamic Value | ETF-Other | 5.99% | -0.01% | +2.81% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.54% | -0.15% | -0.47% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.56% | +0.04% | +0.14% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.35% | -0.28% | -0.56% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.14% | -0.01% | -1.41% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.06% | -0.15% | +0.28% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.05% | -0.02% | -0.51% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.60% | — | -0.79% | |
| 11 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.47% | +0.64% | +4.54% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.34% | +0.09% | -1.50% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.32% | +0.13% | -0.34% | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.23% | +0.78% | +1.97% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.20% | -0.29% | -0.05% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.20% | -0.17% | +0.21% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 1.18% | -0.26% | -0.30% | |
| 18 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-Other | 1.16% | -0.18% | -2.41% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.14% | -0.18% | -24.35% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.98% | -0.08% | +2.05% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.98% | -0.09% | -0.23% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.94% | -0.07% | -4.31% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 0.93% | — | +0.62% | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.87% | +0.02% | -1.66% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | -0.08% | -0.26% | |
| 26 | FMHI | First Trust Municipal High I | ETF-Other | 0.79% | -0.08% | -2.83% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | -0.01% | -0.78% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.76% | +0.25% | -0.19% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.75% | +0.13% | -0.68% | |
| 30 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.75% | -0.02% | +2.59% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | +0.04% | +0.36% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.07% | -1.17% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.07% | +0.89% | |
| 34 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.65% | +0.08% | +11.54% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | -0.04% | +1.91% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.59% | +0.22% | +0.80% | |
| 37 | SO | Southern Co/the | Stock-Utilities | 0.57% | -0.07% | -1.34% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.30% | +3.84% | |
| 39 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.55% | +0.01% | -1.92% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | +0.04% | +17.34% | |
| 41 | GD | General Dynamics CORP | Stock-Industrials | 0.54% | -0.07% | -2.16% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.52% | -0.04% | -0.83% | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.51% | -0.07% | +2.14% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.20% | +1.20% | |
| 45 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.48% | — | +0.43% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | -0.01% | +0.40% | |
| 47 | MMM | 3m Co | Stock-Industrials | 0.40% | -0.02% | +2.02% | |
| 48 | CMI | Cummins Inc | Stock-Industrials | 0.40% | +0.05% | +0.25% | |
| 49 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.38% | -0.03% | -7.89% | |
| 50 | BLK | Blackrock Inc | Stock-Financials | 0.38% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLG | Invesco S&p 500 Top 50 ETF | +4.4% | +2.20% | Add |
| 2 | BKDV | Bny Mellon Dynamic Value | +4.3% | +2.81% | Add |
| 3 | NVDA | Nvidia CORP | +1.3% | -1.41% | Add |
| 4 | MSFT | Microsoft CORP | +0.4% | -0.56% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | -0.07% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.34% | Add |
| 7 | ORCL | Oracle CORP | +0.3% | -4.31% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | -1.50% | Trim |
| 9 | VUG | Vanguard Growth ETF | +0.3% | +0.14% | Add |
| 10 | TSLA | Tesla Inc | +0.3% | +1.91% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.2% | -1.17% | Add |
| 12 | VOOG | Vanguard S&p 500 Growth ETF | +0.2% | +4.54% | Add |
| 13 | SMH | Vaneck Semiconductor ETF | +0.2% | +1.97% | Trim |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | -1.66% | Trim |
| 15 | PLTR | Palantir Technologies Inc-a | +0.1% | -9.43% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +17.34% | Add |
| 17 | CAT | Caterpillar Inc | +0.1% | +0.80% | Trim |
| 18 | BX | Blackstone Inc | +0.1% | -0.42% | Add |
| 19 | VST | Vistra CORP | +0.1% | -4.26% | Add |
| 20 | VGT | Vanguard Info Tech ETF | +0.1% | -0.68% | Trim |
| 21 | JEPQ | JPM Nasdaq Equity Premium | 0% | +0.43% | Add |
| 22 | UNH | Unitedhealth Group Inc | 0% | +19.71% | Add |
| 23 | RTX | Rtx CORP | 0% | -0.30% | Trim |
| 24 | CVX | Chevron CORP | 0% | +1.20% | Add |
| 25 | CMI | Cummins Inc | 0% | +0.25% | Trim |
| 26 | TCAF | T Rowe Prc Cap Appreciation | 0% | +2.59% | Add |
| 27 | GD | General Dynamics CORP | 0% | -2.16% | Trim |
| 28 | AMZN | Amazon.com Inc | 0% | -0.51% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.36% | Add |
| 30 | HD | Home Depot Inc | -0.1% | +2.05% | Add |
| 31 | IBM | Intl Business Machines CORP | -0.1% | +0.62% | Add |
| 32 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -0.79% | Trim |
| 33 | JNJ | Johnson & Johnson | -0.1% | +0.21% | Trim |
| 34 | PEP | Pepsico Inc | -0.2% | -11.56% | Trim |
| 35 | GIS | General Mills Inc | -0.2% | -49.05% | Trim |
| 36 | IJT | Ishares S&p Small-cap 600 Gr | -0.2% | -7.12% | Trim |
| 37 | ACN | Accenture plc | -0.2% | -40.46% | Trim |
| 38 | FMHI | First Trust Municipal High I | -0.3% | -2.83% | Trim |
| 39 | AAPL | Apple Inc | -0.3% | -0.47% | Add |
| 40 | VIG | Vanguard Dividend Apprec ETF | -0.3% | +0.28% | Add |
| 41 | SPGP | Invesco S&p 500 Garp ETF | -0.5% | -58.36% | Trim |
| 42 | SMTH | Alps Smth Cor Bd Plus ETF | -0.7% | -2.41% | Trim |
| 43 | SCHD | Schwab US Dvd Equity ETF | -0.8% | -24.35% | Trim |
| 44 | SMOT | Vaneck Morningstar Smid Moat | -1.9% | — | Trim |
| 45 | IJR | Ishares Core S&p Small-cap E | -2% | +28.76% | Trim |
| 46 | CGGO | Cap Group Global Growth | — | EXIT | Sold out |
| 47 | JPST | Jpmorgan Ultra-short Income | — | EXIT | Sold out |
| 48 | CVRT | Calamos Conv Eqty Alt ETF | — | EXIT | Sold out |
| 49 | XMMO | Invesco S&p Midcap Momentum | — | NEW | New buy |
| 50 | IDVO | Amplify Cwp Intl Enh Dvd Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Principle Wealth Partners LLC reported a total U.S. public equity portfolio value of $2.0B across 359 disclosed positions in Q3 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 XLG, JPM, BKDV) accounted for 26.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
XMMO
市值: $1.9M
Top Position Liquidated / Trimmed
CGGO
前期市值: $12.3M
During Q3 2025, Principle Wealth Partners LLC's top holdings by market value included XLG (9.2%)、JPM (6.5%)、BKDV (6.0%). The largest single position, XLG, represented 9.2% of total portfolio value.
In Q3 2025, Principle Wealth Partners LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 24 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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