Principle Wealth Partners LLC
CIK 1743413 · Holdings on Dec 31, 2024 · First reported Jan 29, 2025
Top ten holdings
Q4 2024- AAPL6.51%
- JPM5.92%
- XLG3.83%
- VUG3.47%
- VIG3.43%
- SCHD3.36%
- MSFT3.22%
- AMZN2.32%
- IJR2.24%
- SMTH1.94%
Share classes counted separately36.24%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JPMWeight increased · +0.65 pp5.27% → 5.92%Shares -544 (-0.15%)
- XLGWeight increased · +0.53 pp3.30% → 3.83%Shares +112.15K (+11.44%)
- AAPLWeight increased · +0.41 pp6.10% → 6.51%Shares +723 (+0.20%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $92.81M | 6.51% | 370.62K shares | 6.10% → 6.51%+0.41 pp +723 (+0.20%) | Added | ▾ |
| 02 | JPMJPMORGAN CHASE & CO View history and evidence | $84.42M | 5.92% | 352.18K shares | 5.27% → 5.92%+0.65 pp -544 (-0.15%) | Reduced | ▾ |
| 03 | XLGINVESCO S&P 500 TOP 50 ETFS&P 500 TOP 50 View history and evidence | $54.56M | 3.83% | 1.09M shares | 3.30% → 3.83%+0.53 pp +112.15K (+11.44%) | Added | ▾ |
| 04 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $49.47M | 3.47% | 120.54K shares | 3.30% → 3.47%+0.17 pp -953 (-0.78%) | Reduced | ▾ |
| 05 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $48.94M | 3.43% | 249.92K shares | 3.56% → 3.43%-0.13 pp -3.51K (-1.38%) | Reduced | ▾ |
| 06 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $47.81M | 3.36% | 1.75M shares | 3.26% → 3.36%+0.10 pp +1.21M (+221.59%) | Added | ▾ |
| 07 | MSFTMICROSOFT CORP View history and evidence | $45.83M | 3.22% | 108.72K shares | 3.32% → 3.22%-0.10 pp -357 (-0.33%) | Reduced | ▾ |
| 08 | AMZNAMAZON.COM INC View history and evidence | $33.08M | 2.32% | 150.78K shares | 2.06% → 2.32%+0.26 pp -5.60K (-3.58%) | Reduced | ▾ |
| 09 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $31.97M | 2.24% | 277.45K shares | 2.15% → 2.24%+0.09 pp +18.33K (+7.08%) | Added | ▾ |
| 10 | SMTHALPS SMTH COR BD PLUS ETFSMITH CORE PLUS View history and evidence | $27.63M | 1.94% | 1.08M shares | 2.17% → 1.94%-0.23 pp -75.02K (-6.48%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 15
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AGR AVANGRID INC | Non-derivative | -10,480 | -$375.08K | SEC filing ↗ | SEC filing ↗ |
| SBLK STAR BULK CARRIERS CORP | Non-derivative | -12,176 | -$288.46K | SEC filing ↗ | SEC filing ↗ |
| GRPM INVESCO S&P MIDCAP 400 GARP | Non-derivative | -2,427 | -$284.11K | SEC filing ↗ | SEC filing ↗ |
3 / 15 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1743413 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1424854041
}Research all 334 reported holdings.
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