Principle Wealth Partners LLC

Investment Portfolio & 13F Holdings Analysis

About

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",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  null,
  "ALL",
  "GOOGL",
  "VDE",
  "AXP",
  null,
  "NMZ",
  null,
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "BSX",
  null,
  "RQI",
  "CCI",
  "CMI",
  "DUK",
  "D",
  "DEA",
  "PAGP",
  null,
  "EOG",
  null,
  "GD",
  "TSLX",
  "GILD",
  "GIS",
  "AMBP",
  "HON",
  "HD",
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  "UNP",
  "FULT",
  "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",
  "KKR",
  "IWD",
  "ORCL",
  "NOC",
  null,
  null,
  null,
  "VHT",
  null,
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "HTGC",
  null,
  "IVV",
  null,
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "OGN",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "KVUE",
  "SPGI",
  null,
  null,
  "NOW",
  "O",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  "SPYG",
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UBER",
  "UL",
  "UPS",
  "VO",
  "MET",
  "VV",
  "OFLX",
  "SCHW",
  "SBLK",
  "VWO",
  "ETV",
  "IWV",
  "PRF",
  null,
  null,
  "VIG",
  "TSM",
  null,
  null,
  "VYM",
  "DD",
  "MSA",
  "GM",
  "AFL",
  "AMD",
  "SDY",
  "FI",
  "WEC",
  "WM",
  "IWP",
  null,
  "AEP",
  "ES",
  "IFF",
  "KNTK",
  "PJT",
  null,
  "NVO",
  "AMZN",
  "MSI",
  null,
  null,
  null,
  "SBRA",
  "TPL",
  "CEF",
  null,
  null,
  null,
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VFH",
  "VYMI",
  "VOOV",
  "VXUS",
  "VOOG",
  "VBK",
  "MGV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "VRSN",
  "VTRS",
  "V",
  "VST",
  "WASH",
  "WMT",
  "WU",
  "WFC",
  "WPM",
  "WMB",
  null,
  null,
  "XEL",
  "YUM",
  null,
  "MTB",
  "AEM",
  "SCHD",
  "ET",
  "DVY",
  "OR",
  "SCHA",
  "NSC",
  "MKL",
  "MGM",
  "SO",
  "OTIS",
  "PSX",
  "CRM",
  null,
  "DIA",
  null,
  null,
  null,
  null,
  "GEV",
  "MELI",
  "DGRO",
  "SPYV",
  "GWW",
  null,
  "KMB",
  "ADP",
  "AVTR",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BA",
  "BMY",
  "CAE",
  "CG",
  "CARR",
  "CBOE",
  "CVX",
  "CB",
  "CHDN",
  "CHD",
  "CSCO",
  "CLX",
  "CWEN-A",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "CAG",
  "COP",
  "CODI",
  "ED",
  "COST",
  "CTVA",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "RSP",
  "IJT",
  null,
  "ADI",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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 • $1,399,074.776K total value

340 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 1 of 17

Sort by:

JPMORGAN CHASE & CO

JPM|46625H100

Shares:351.9K

Value:$86.3M

Apple Inc.

AAPL|037833100

Shares:368.0K

Value:$81.8M

46137V233

Shares:1.4M

Value:$66.7M

921908844

VIG|921908844

Shares:242.7K

Value:$47.1M

922908736

VUG|922908736

Shares:124.5K

Value:$46.2M

MICROSOFT CORP

MSFT|594918104

Shares:108.9K

Value:$40.9M

464287804

IJR|464287804

Shares:285.2K

Value:$29.8M

AMAZON COM INC

AMZN|023135106

Shares:152.1K

Value:$28.9M

808524797

SCHD|808524797

Shares:947.9K

Value:$26.5M

92189H730

Shares:806.3K

Value:$26.4M

00162Q346

Shares:997.8K

Value:$25.8M

NVIDIA CORP

NVDA|67066G104

Shares:234.4K

Value:$25.4M

922908769

VTI|922908769

Shares:84.8K

Value:$23.3M

05613H100

Shares:911.0K

Value:$23.0M

MCDONALDS CORP

MCD|580135101

Shares:67.6K

Value:$21.1M

JOHNSON & JOHNSON

JNJ|478160104

Shares:112.4K

Value:$18.6M

921932505

VOOG|921932505

Shares:53.8K

Value:$18.0M

RTX Corp

RTX|75513E101

Shares:122.3K

Value:$16.2M

921946406

VYM|921946406

Shares:120.3K

Value:$15.5M

33739P301

Shares:317.2K

Value:$15.2M

Instrument	Shares		Other Manager	Value
JPMORGAN CHASE & CO(JPMcusip46625H100)	351.9K	QoQ -0.07% (-268) YoY -0.64% (-2.3K)	All Managers (Combined)	$86.3M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ -8.07% (-$1.3M) YoY +96.71% (+$7.5M)