Principle Wealth Partners LLC
CIK: 0001743413SEC EDGAR →
Portfolio Value
$1.8B
Holdings
372
As of
Q4 2025
New Positions
372
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO EXCHANGE TRADED FD T | 2,467,017 | $146.2M | 8.23% |
| 2 | JPMORGAN CHASE & CO. | 358,106 | $115.4M | 6.49% |
| 3 | BNY MELLON ETF TRUST II | 3,807,835 | $110.5M | 6.22% |
| 4 | APPLE INC | 371,902 | $101.1M | 5.69% |
| 5 | VANGUARD INDEX FDS | 122,440 | $59.7M | 3.36% |
| 6 | MICROSOFT CORP | 112,960 | $54.6M | 3.07% |
| 7 | NVIDIA CORPORATION | 281,153 | $52.4M | 2.95% |
| 8 | VANGUARD SPECIALIZED FUNDS | 231,695 | $50.9M | 2.87% |
| 9 | AMAZON COM INC | 164,361 | $37.9M | 2.13% |
| 10 | ALPHABET INC | 95,443 | $29.9M | 1.69% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (372)
$146.2M · 2.5M shares
$115.4M · 358K shares
$110.5M · 3.8M shares
$101.1M · 372K shares
$59.7M · 122K shares
$54.6M · 113K shares
$52.4M · 281K shares
$50.9M · 232K shares
$37.9M · 164K shares
$29.9M · 95K shares
$29.8M · 95K shares
$29.3M · 87K shares
$25.7M · 58K shares
$23.4M · 113K shares
$21.8M · 119K shares
$21.1M · 59K shares
$21.1M · 69K shares
$18.5M · 711K shares
$17.8M · 649K shares
$17.5M · 59K shares
$17.1M · 119K shares
$16.4M · 19K shares
$14.9M · 193K shares
$14.8M · 43K shares
$13.8M · 27K shares
$13.7M · 39K shares
$13.6M · 13K shares
$13.1M · 343K shares
$13.0M · 20K shares
$12.7M · 17K shares
$12.6M · 18K shares
$12.4M · 22K shares
$11.9M · 99K shares
$11.4M · 223K shares
$11.3M · 58K shares
$11.0M · 230K shares
$10.8M · 24K shares
$10.6M · 74K shares
$10.4M · 32K shares
$10.0M · 95K shares
$9.1M · 31K shares
$9.0M · 27K shares
$8.8M · 101K shares
$8.7M · 82K shares
$8.4M · 145K shares
$8.4M · 16K shares
$8.1M · 53K shares
$8.1M · 13K shares
$7.5M · 108K shares
$7.5M · 33K shares
$7.3M · 45K shares
$6.6M · 120K shares
$6.3M · 37K shares
$6.1M · 6K shares
$6.1M · 43K shares
$6.0M · 59K shares
$5.8M · 18K shares
$5.7M · 192K shares
$5.6M · 26K shares
$5.6M · 35K shares
$5.5M · 25K shares
$5.5M · 95K shares
$5.4M · 6K shares
$5.4M · 39K shares
$5.2M · 25K shares
$5.2M · 39K shares
$5.2M · 45K shares
$5.0M · 27K shares
$4.9M · 24K shares
$4.9M · 42K shares
$4.8M · 43K shares
$4.8M · 34K shares
$4.7M · 123K shares
$4.6M · 16K shares
$4.6M · 48K shares
$4.6M · 30K shares
$4.5M · 6 shares
$4.5M · 45K shares
$4.4M · 78K shares
$4.2M · 19K shares
$4.0M · 23K shares
$4.0M · 4K shares
$3.9M · 35K shares
$3.9M · 157K shares
$3.8M · 33K shares
$3.7M · 50K shares
$3.7M · 6K shares
$3.6M · 8K shares
$3.6M · 38K shares
$3.6M · 19K shares
$3.6M · 25K shares
$3.5M · 60K shares
$3.5M · 37K shares
$3.5M · 94K shares
$3.4M · 9K shares
$3.4M · 26K shares
$3.4M · 21K shares
$3.4M · 6K shares
$3.3M · 14K shares
$3.2M · 40K shares
$3.2M · 9K shares
$3.2M · 20K shares
$3.1M · 16K shares
$3.1M · 5K shares
$3.1M · 56K shares
$3.1M · 63K shares
$3.1M · 11K shares
$3.0M · 21K shares
$2.9M · 17K shares
$2.9M · 9K shares
$2.8M · 11K shares
$2.8M · 19K shares
$2.8M · 3K shares
$2.7M · 24K shares
$2.7M · 3K shares
$2.5M · 16K shares
$2.5M · 9K shares
$2.5M · 10K shares
$2.3M · 14K shares
$2.3M · 12K shares
$2.2M · 51K shares
$2.1M · 4K shares
$2.1M · 7K shares
$2.1M · 12K shares
$2.1M · 4K shares
$2.0M · 40K shares
$2.0M · 7K shares
$1.9M · 17K shares
$1.9M · 6K shares
$1.9M · 35K shares
$1.8M · 42K shares
$1.8M · 5K shares
$1.8M · 12K shares
$1.8M · 23K shares
$1.8M · 4K shares
$1.7M · 6K shares
$1.7M · 41K shares
$1.6M · 21K shares
$1.6M · 737 shares
$1.5M · 13K shares
$1.5M · 19K shares
$1.5M · 6K shares
$1.5M · 2K shares
$1.5M · 17K shares
$1.4M · 31K shares
$1.4M · 2K shares
$1.4M · 6K shares
$1.4M · 15K shares
$1.4M · 9K shares
$1.3M · 25K shares
$1.3M · 38K shares
$1.3M · 6K shares
$1.3M · 2K shares
$1.3M · 5K shares
$1.3M · 9K shares
$1.2M · 9K shares
$1.2M · 6K shares
$1.2M · 4K shares
$1.2M · 11K shares
$1.2M · 18K shares
$1.1M · 5K shares
$1.1M · 17K shares
$1.1M · 3K shares
$1.1M · 21K shares
$1.1M · 10K shares
$1.1M · 8K shares
$1.1M · 2K shares
$1.0M · 32K shares
$1.0M · 14K shares
$980K · 8K shares
$974K · 11K shares
$938K · 1K shares
$923K · 9K shares
$910K · 37K shares
$903K · 13K shares
$887K · 7K shares
$876K · 2K shares
$867K · 25K shares
$856K · 17K shares
$844K · 3K shares
$843K · 7K shares
$841K · 38K shares
$835K · 2K shares
$822K · 14K shares
$819K · 42K shares
$810K · 647 shares
$806K · 5K shares
$795K · 12K shares
$786K · 9K shares
$765K · 7K shares
$740K · 11K shares
$735K · 9K shares
$723K · 5K shares
$722K · 13K shares
$714K · 15K shares
$713K · 2K shares
$697K · 3K shares
$692K · 15K shares
$680K · 3K shares
$675K · 5K shares
$674K · 2K shares
$673K · 12K shares
$666K · 5K shares
$665K · 3K shares
$663K · 1K shares
$663K · 8K shares
$661K · 5K shares
$660K · 1K shares
$655K · 5K shares
$641K · 5K shares
$639K · 5K shares
$633K · 3K shares
$630K · 1K shares
$626K · 6K shares
$624K · 17K shares
$620K · 12K shares
$615K · 8K shares
$611K · 3K shares
$608K · 2K shares
$596K · 12K shares
$595K · 3K shares
$587K · 2K shares
$587K · 8K shares
$586K · 4K shares
$584K · 5K shares
$579K · 4K shares
$569K · 3K shares
$563K · 3K shares
$556K · 10K shares
$552K · 1K shares
$548K · 12K shares
$546K · 8K shares
$544K · 5K shares
$542K · 5K shares
$540K · 5K shares
$533K · 265 shares
$525K · 11K shares
$517K · 28K shares
$514K · 10K shares
$511K · 4K shares
$510K · 5K shares
$500K · 4K shares
$495K · 3K shares
$488K · 3K shares
$487K · 8K shares
$481K · 24K shares
$480K · 2K shares
$478K · 5K shares
$474K · 6K shares
$462K · 10K shares
$452K · 5K shares
$446K · 10K shares
$445K · 3K shares
$445K · 6K shares
$444K · 6K shares
$442K · 7K shares
$442K · 2K shares
$440K · 15K shares
$439K · 4K shares
$438K · 14K shares
$437K · 4K shares
$432K · 2K shares
$432K · 9K shares
$430K · 12K shares
$421K · 7K shares
$421K · 5K shares
$416K · 3K shares
$413K · 6K shares
$412K · 1K shares
$410K · 3K shares
$409K · 6K shares
$405K · 602 shares
$402K · 9K shares
$401K · 2K shares
$400K · 13K shares
$399K · 1K shares
$391K · 1K shares
$389K · 6K shares
$385K · 5K shares
$382K · 7K shares
$381K · 12K shares
$381K · 3K shares
$378K · 10K shares
$376K · 2K shares
$375K · 4K shares
$370K · 3K shares
$367K · 1K shares
$364K · 11K shares
$364K · 19K shares
$363K · 6K shares
$353K · 5K shares
$352K · 3K shares
$343K · 2K shares
$340K · 2K shares
$339K · 11K shares
$334K · 5K shares
$332K · 787 shares
$329K · 1K shares
$326K · 3K shares
$321K · 2K shares
$321K · 7K shares
$319K · 17K shares
$316K · 12K shares
$315K · 816 shares
$312K · 837 shares
$312K · 5K shares
$311K · 2K shares
$310K · 2K shares
$309K · 1K shares
$309K · 3K shares
$309K · 3K shares
$308K · 4K shares
$305K · 3K shares
$305K · 1K shares
$304K · 2K shares
$304K · 3K shares
$303K · 13K shares
$302K · 8K shares
$293K · 5K shares
$292K · 7K shares
$288K · 2K shares
$288K · 2K shares
$287K · 4K shares
$287K · 2K shares
$286K · 9K shares
$283K · 7K shares
$283K · 8K shares
$282K · 1K shares
$280K · 2K shares
$275K · 6K shares
$273K · 535 shares
$268K · 5K shares
$267K · 3K shares
$265K · 1K shares
$259K · 540 shares
$256K · 4K shares
$256K · 3K shares
$255K · 1K shares
$249K · 2K shares
$246K · 2K shares
$244K · 5K shares
$244K · 3K shares
$239K · 2K shares
$236K · 14K shares
$236K · 6K shares
$235K · 4K shares
$235K · 3K shares
$229K · 5K shares
$223K · 10K shares
$219K · 1K shares
$218K · 2K shares
$217K · 4K shares
$217K · 1K shares
$216K · 178 shares
$213K · 7K shares
$213K · 5K shares
$212K · 5K shares
$212K · 25K shares
$206K · 2K shares
$205K · 1K shares
$204K · 7K shares
$201K · 3K shares
$200K · 2K shares
$190K · 11K shares
$183K · 13K shares
$181K · 11K shares
$180K · 44K shares
$163K · 18K shares
$152K · 12K shares
$118K · 10K shares
$112K · 11K shares
$85K · 50K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 170 | $927.2M | 52.2% |
| Technology | 38 | $299.0M | 16.8% |
| Industrials | 34 | $117.1M | 6.6% |
| Consumer Cyclical | 15 | $93.9M | 5.3% |
| Healthcare | 24 | $89.0M | 5.0% |
| Communication Services | 9 | $80.8M | 4.5% |
| Unknown | 22 | $59.7M | 3.4% |
| Consumer Defensive | 18 | $40.6M | 2.3% |
| Energy | 12 | $31.0M | 1.7% |
| Utilities | 13 | $30.9M | 1.7% |
| Basic Materials | 10 | $5.3M | 0.3% |
| Real Estate | 7 | $2.6M | 0.1% |