Principle Wealth Partners LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 340Value: $1.4BLatest: 2025Q1

Principle Wealth Partners LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 340 holdings worth $1.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "TROW",
  "RJF",
  "ARW",
  null,
  null,
  null,
  "ACN",
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  "ABT",
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  null,
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  null,
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  null,
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  null,
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  null,
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  "DUK",
  "D",
  "DEA",
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  null,
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  null,
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  "GIS",
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  "HON",
  "HD",
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  "UNP",
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  "QCOM",
  "LAMR",
  null,
  "ISRG",
  "ITW",
  "AMAT",
  "EMR",
  null,
  "ICE",
  "META",
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  "PSTL",
  "SWK",
  null,
  "IQV",
  null,
  null,
  null,
  null,
  "KMI",
  "LIN",
  null,
  null,
  "MMC",
  "MA",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "EXC",
  "GE",
  "HOLX",
  "NVS",
  null,
  "ODFL",
  null,
  "ADM",
  "BX",
  "HSY",
  "FAST",
  "IJR",
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  "IWD",
  "ORCL",
  "NOC",
  null,
  null,
  null,
  "VHT",
  null,
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  null,
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  null,
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  null,
  null,
  "IYR",
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  "INTC",
  "OGN",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
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  "VZ",
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  "SPGI",
  null,
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  "O",
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  null,
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  "UL",
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  "VO",
  "MET",
  "VV",
  "OFLX",
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  "VWO",
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  "IWV",
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  null,
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  "VIG",
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  null,
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  "WM",
  "IWP",
  null,
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  null,
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  null,
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  null,
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  "MGV",
  "VT",
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  "VOO",
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  "VTRS",
  "V",
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  "WU",
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  null,
  null,
  "XEL",
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  null,
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  "ET",
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  null,
  "DIA",
  null,
  null,
  null,
  null,
  "GEV",
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  null,
  "KMB",
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  "BK",
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  "BA",
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  "CARR",
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  null,
  "ADI",
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  "QQQ",
  "IWM",
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  "ELV",
  "ETN",
  "GOOG",
  "XOM",
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  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
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  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 340
Total Value: 1399074776
Accession Number: 0001951757-25-000521
Form Type: 13F-HR
CIK: principle-wealth-partners
Manager Name: Principle-Wealth-Partners

Data Enrichment

80% identified

273 identified67 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

340 positions • $1.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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JPMORGAN CHASE & CO

JPM|46625H100

Shares:351.9K

Value:$86.3M

% of Portfolio:6.2% ($86.3M/$1.4B)

Apple Inc.

AAPL|037833100

Shares:368.0K

Value:$81.8M

% of Portfolio:5.8% ($81.8M/$1.4B)

46137V233

Shares:1.4M

Value:$66.7M

% of Portfolio:4.8% ($66.7M/$1.4B)

921908844

VIG|921908844

Shares:242.7K

Value:$47.1M

% of Portfolio:3.4% ($47.1M/$1.4B)

922908736

VUG|922908736

Shares:124.5K

Value:$46.2M

% of Portfolio:3.3% ($46.2M/$1.4B)

MICROSOFT CORP

MSFT|594918104

Shares:108.9K

Value:$40.9M

% of Portfolio:2.9% ($40.9M/$1.4B)

464287804

IJR|464287804

Shares:285.2K

Value:$29.8M

% of Portfolio:2.1% ($29.8M/$1.4B)

AMAZON COM INC

AMZN|023135106

Shares:152.1K

Value:$28.9M

% of Portfolio:2.1% ($28.9M/$1.4B)

808524797

SCHD|808524797

Shares:947.9K

Value:$26.5M

% of Portfolio:1.9% ($26.5M/$1.4B)

92189H730

Shares:806.3K

Value:$26.4M

% of Portfolio:1.9% ($26.4M/$1.4B)

00162Q346

Shares:997.8K

Value:$25.8M

% of Portfolio:1.8% ($25.8M/$1.4B)

NVIDIA CORP

NVDA|67066G104

Shares:234.4K

Value:$25.4M

% of Portfolio:1.8% ($25.4M/$1.4B)

922908769

VTI|922908769

Shares:84.8K

Value:$23.3M

% of Portfolio:1.7% ($23.3M/$1.4B)

05613H100

Shares:911.0K

Value:$23.0M

% of Portfolio:1.6% ($23.0M/$1.4B)

MCDONALDS CORP

MCD|580135101

Shares:67.6K

Value:$21.1M

% of Portfolio:1.5% ($21.1M/$1.4B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:112.4K

Value:$18.6M

% of Portfolio:1.3% ($18.6M/$1.4B)

921932505

VOOG|921932505

Shares:53.8K

Value:$18.0M

% of Portfolio:1.3% ($18.0M/$1.4B)

RTX Corp

RTX|75513E101

Shares:122.3K

Value:$16.2M

% of Portfolio:1.2% ($16.2M/$1.4B)

921946406

VYM|921946406

Shares:120.3K

Value:$15.5M

% of Portfolio:1.1% ($15.5M/$1.4B)

33739P301

Shares:317.2K

Value:$15.2M

% of Portfolio:1.1% ($15.2M/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
JPMORGAN CHASE & CO(JPMcusip46625H100)	351.9K	QoQ -0.07% (-268) YoY -0.64% (-2.3K)	All Managers (Combined)	$86.3M	6.2% ($86.3M/$1.4B)	QoQ +2.25% (-$1.9M) YoY +21.67% (-$15.4M)
Apple Inc.(AAPLcusip037833100)	368.0K	QoQ -0.69% (-2.6K) YoY -0.26% (-967)	All Managers (Combined)	$81.8M	5.8% ($81.8M/$1.4B)	QoQ -11.91% (-$11.1M) YoY +29.19% (-$18.5M)
(cusip46137V233)✕	1.4M	QoQ +32.75% (+357.7K) YoY +106.07% (+746.3K)	All Managers (Combined)	$66.7M	4.8% ($66.7M/$1.4B)	QoQ +22.28% (+$12.2M) YoY +125.10% (+$37.1M)
(VIGcusip921908844)	242.7K	QoQ -2.89% (-7.2K) YoY -5.72% (-14.7K)	All Managers (Combined)	$47.1M	3.4% ($47.1M/$1.4B)	QoQ -3.80% (-$1.9M) YoY +0.14% (-$68.7K)
(VUGcusip922908736)	124.5K	QoQ +3.32% (-4.0K) YoY +4.02% (+4.8K)	All Managers (Combined)	$46.2M	3.3% ($46.2M/$1.4B)	QoQ -6.65% (-$3.3M) YoY +12.07% (+$5.0M)
MICROSOFT CORP(MSFTcusip594918104)	108.9K	QoQ +0.12% (-137) YoY +0.33% (-359)	All Managers (Combined)	$40.9M	2.9% ($40.9M/$1.4B)	QoQ -10.82% (-$5.0M) YoY -10.47% (-$4.8M)
(IJRcusip464287804)	285.2K	QoQ +2.78% (-7.7K) YoY +81.92% (+128.4K)	All Managers (Combined)	$29.8M	2.1% ($29.8M/$1.4B)	QoQ -6.71% (-$2.1M) YoY +72.12% (+$12.5M)
AMAZON COM INC(AMZNcusip023135106)	152.1K	QoQ +0.86% (-1.3K) YoY -3.76% (-6.0K)	All Managers (Combined)	$28.9M	2.1% ($28.9M/$1.4B)	QoQ -12.52% (-$4.1M) YoY +1.50% (-$428.9K)
(SCHDcusip808524797)	947.9K	QoQ -45.84% (-802.3K) YoY +80.73% (-423.4K)	All Managers (Combined)	$26.5M	1.9% ($26.5M/$1.4B)	QoQ -44.57% (-$21.3M) YoY -37.32% (-$15.8M)
(cusip92189H730)✕	806.3K	QoQ +3.34% (-26.1K) YoY +10.98% (+79.8K)	All Managers (Combined)	$26.4M	1.9% ($26.4M/$1.4B)	QoQ -1.69% (-$455.8K) YoY +6.69% (+$1.7M)
(cusip00162Q346)✕	997.8K	QoQ -7.82% (-84.7K) YoY -21.93% (-280.4K)	All Managers (Combined)	$25.8M	1.8% ($25.8M/$1.4B)	QoQ -6.50% (-$1.8M) YoY -21.26% (-$7.0M)
NVIDIA CORP(NVDAcusip67066G104)	234.4K	QoQ +32.88% (+58.0K) YoY +1046.98% (+213.9K)	All Managers (Combined)	$25.4M	1.8% ($25.4M/$1.4B)	QoQ +7.24% (+$1.7M) YoY +37.57% (+$6.9M)
(VTIcusip922908769)	84.8K	QoQ -0.26% (-227) YoY +6.46% (+5.1K)	All Managers (Combined)	$23.3M	1.7% ($23.3M/$1.4B)	QoQ -5.41% (-$1.3M) YoY +12.58% (+$2.6M)
(cusip05613H100)✕	911.0K	QoQ NEW(+911.0K) YoY NEW(+911.0K)	All Managers (Combined)	$23.0M	1.6% ($23.0M/$1.4B)	QoQ NEW(+$23.0M) YoY NEW(+$23.0M)
MCDONALDS CORP(MCDcusip580135101)	67.6K	QoQ -0.19% (-134) YoY -0.54% (-373)	All Managers (Combined)	$21.1M	1.5% ($21.1M/$1.4B)	QoQ +7.54% (-$1.5M) YoY +10.18% (-$2.0M)
JOHNSON & JOHNSON(JNJcusip478160104)	112.4K	QoQ +0.56% (+635) YoY +1.23% (+1.4K)	All Managers (Combined)	$18.6M	1.3% ($18.6M/$1.4B)	QoQ +15.32% (+$2.5M) YoY +6.12% (+$1.1M)
(VOOGcusip921932505)	53.8K	QoQ +3.32% (-1.7K) YoY +5.21% (+2.7K)	All Managers (Combined)	$18.0M	1.3% ($18.0M/$1.4B)	QoQ -5.58% (-$1.1M) YoY +15.49% (+$2.4M)
RTX Corp(RTXcusip75513E101)	122.3K	QoQ -0.64% (-789) YoY -1.58% (-2.0K)	All Managers (Combined)	$16.2M	1.2% ($16.2M/$1.4B)	QoQ +13.73% (-$2.0M) YoY +33.66% (-$4.1M)
(VYMcusip921946406)	120.3K	QoQ -4.63% (-5.8K) YoY -7.20% (-9.3K)	All Managers (Combined)	$15.5M	1.1% ($15.5M/$1.4B)	QoQ -3.61% (-$581.2K) YoY -1.09% (-$172.1K)
(cusip33739P301)✕	317.2K	QoQ -7.14% (-24.4K) YoY +98.25% (+157.2K)	All Managers (Combined)	$15.2M	1.1% ($15.2M/$1.4B)	QoQ -8.07% (-$1.3M) YoY +96.71% (+$7.5M)