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Principle Wealth Partners LLC13F | |
| Principle Wealth Partners LLC | |
| Last update 2025-05-07 | 340 Stocks (18 new) |
| Value $1.40 Bil | Turnover 5 % |
Principle Wealth Partners LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPM | JPMorgan Chase & Co | 351,908 | 86,323.1 | -0.08% | 6.170 | 0% | 0.010 | +26.17% | +23.48% | 800,897.6 | Banks | |
AAPL | Apple Inc | 368,031 | 81,750.8 | -0.70% | 5.840 | -0.05% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
XLG | Invesco S&P 500 Top 50 ETF | 1,449,886 | 66,723.8 | +32.75% | 4.770 | +1.18% | 0.810 | +23.25% | +6.75% | 9,648.7 | ||
VIG | Vanguard Dividend Appreciation FTF | 242,690 | 47,079.5 | -2.89% | 3.370 | -0.10% | 0.050 | +12.58% | +6.21% | 89,349.2 | ||
VUG | Vanguard Growth ETF | 124,542 | 46,182.5 | +3.32% | 3.300 | +0.11% | 0.030 | +27.48% | +9.52% | 167,127.0 | ||
MSFT | Microsoft Corp | 108,862 | 40,865.9 | +0.13% | 2.920 | 0% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
IJR | iShares Core S&P Small-Cap ETF | 285,183 | 29,821.6 | +2.79% | 2.130 | +0.06% | 0.040 | +16.59% | -2.25% | 81,337.5 | ||
AMZN | Amazon.com Inc | 152,084 | 28,935.6 | +0.86% | 2.070 | +0.02% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
SCHD | Schwab US Dividend Equity ETF | 947,851 | 26,501.9 | -45.84% | 1.890 | -1.54% | 0.040 | +7.34% | +0.77% | 70,469.5 | ||
SMOT | VanEck Morningstar SMID Moat ETF | 806,266 | 26,437.5 | +3.34% | 1.890 | +0.06% | 7.560 | +17.95% | +2.96% | 396.5 |
Principle Wealth Partners LLC's Historical Top Holdings Breakdowns
Principle Wealth Partners LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BKDV | BNY Mellon Dynamic Value ETF | 2025-03-31 | New Buy New Buy | +1.65% | 24.56 ($25.53) 26.31 | $26.87 | 5.25% | New holding | 911,018 | 911,018 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Reduce Reduce | -1.54% | 27.01 ($27.88) 28.54 | $27.02 | -3.08% | Reduce -45.84% | 947,851 | -802,290 | |
XLG | Invesco S&P 500 Top 50 ETF | 2025-03-31 | Add Add | +1.18% | 45.72 ($49.35) 51.73 | $53.12 | 7.64% | Add 32.75% | 1,449,886 | 357,733 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.45% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Add 32.88% | 234,363 | 57,992 | |
SCHY |
Schwab International Dividend Equity ETF
Schwab International Dividend Equity ETF
| 2025-03-31 | Sold Out Sold Out | -0.25% | 22.91 ($24.38) 25.71 | $27.23 | 11.69% | Sold Out | 0 | -154,043 | |
AMGN | Amgen Inc | 2025-03-31 | Reduce Reduce | -0.24% | 258.59 ($295.3) 327.36 | $294.76 | -0.18% | Reduce -28.77% | 32,564 | -13,151 | |
JMST |
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
| 2025-03-31 | Reduce Reduce | -0.20% | 50.72 ($50.82) 50.92 | $50.91 | 0.19% | Reduce -19.44% | 234,414 | -56,552 | |
CVRT |
Calamos Convertible Equity Alternative ETF
Calamos Convertible Equity Alternative ETF
| 2025-03-31 | New Buy New Buy | +0.19% | 27.73 ($30.27) 32.03 | $33.87 | 11.89% | New holding | 92,612 | 92,612 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | Reduce Reduce | -0.18% | 50.39 ($50.51) 50.66 | $50.60 | 0.18% | Reduce -37.15% | 85,493 | -50,537 | |
CI | The Cigna Group | 2025-03-31 | Reduce Reduce | -0.16% | 274.49 ($301.26) 329 | $295.71 | -1.84% | Reduce -56.75% | 6,242 | -8,190 |
Principle Wealth Partners LLC Total Holding History ($B)
Principle Wealth Partners LLC's Asset Allocation
Principle Wealth Partners LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Principle Wealth Partners LLC's Hypothetical Growth since 2025-03-31
Principle Wealth Partners LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Principle Wealth Partners LLC's Holdings Heat Map
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Principle Wealth Partners LLC's Holdings Bubble Chart
Principle Wealth Partners LLC News
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