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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 | +24.30% | +23.55% | 801,337.5 | Banks | |
AAPL | Apple Inc | 368,031 | 81,750.8 | -0.70% | 5.840 | -0.05% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
XLG | Invesco S&P 500 Top 50 ETF | 1,449,886 | 66,723.8 | +32.75% | 4.770 | +1.18% | 0.810 | +22.85% | +6.22% | 9,676.8 | ||
VIG | Vanguard Dividend Appreciation FTF | 242,690 | 47,079.5 | -2.89% | 3.370 | -0.10% | 0.050 | +12.25% | +5.68% | 89,713.3 | ||
VUG | Vanguard Growth ETF | 124,542 | 46,182.5 | +3.32% | 3.300 | +0.11% | 0.030 | +27.20% | +8.98% | 164,247.8 | ||
MSFT | Microsoft Corp | 108,862 | 40,865.9 | +0.13% | 2.920 | 0% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
IJR | iShares Core S&P Small-Cap ETF | 285,183 | 29,821.6 | +2.79% | 2.130 | +0.06% | 0.040 | +16.73% | -2.07% | 82,221.5 | ||
AMZN | Amazon.com Inc | 152,084 | 28,935.6 | +0.86% | 2.070 | +0.02% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
SCHD | Schwab US Dividend Equity ETF | 947,851 | 26,501.9 | -45.84% | 1.890 | -1.54% | 0.040 | +7.08% | -0.29% | 71,133.2 | ||
SMOT | VanEck Morningstar SMID Moat ETF | 806,266 | 26,437.5 | +3.34% | 1.890 | +0.06% | 7.560 | +18.44% | +4.18% | 393.2 |
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 | $26.96 | 5.60% | 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 | $27.24 | -2.30% | 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 | $53.07 | 7.54% | Add 32.75% | 1,449,886 | 357,733 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.45% | 106.98 ($126.74) 149.43 | $167.03 | 31.79% | 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 | $27.57 | 13.08% | Sold Out | 0 | -154,043 | |
AMGN | Amgen Inc | 2025-03-31 | Reduce Reduce | -0.24% | 258.59 ($295.3) 327.36 | $305.69 | 3.52% | 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 | $50.93 | 0.22% | 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 | $33.72 | 11.40% | 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 | $50.62 | 0.22% | Reduce -37.15% | 85,493 | -50,537 | |
CI | The Cigna Group | 2025-03-31 | Reduce Reduce | -0.16% | 274.49 ($301.26) 329 | $300.05 | -0.40% | Reduce -56.75% | 6,242 | -8,190 |
Principle Wealth Partners LLC Total Holding History ($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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