Principle Wealth Partners LLC
CIK 1743413 · Holdings on Mar 31, 2024 · First reported Apr 23, 2024
Top ten holdings
Q1 2024- JPM5.54%
- AAPL4.94%
- VIG3.67%
- MSFT3.57%
- SCHD3.30%
- VUG3.22%
- SMTH2.56%
- XLG2.31%
- AMZN2.23%
- SMOT1.94%
Share classes counted separately33.28%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight decreased · -1.17 pp6.11% → 4.94%Shares +561 (+0.15%)
- IJRWeight increased · +0.98 pp0.37% → 1.35%Shares +117.20K (+296.24%)
- XLGWeight increased · +0.88 pp1.43% → 2.31%Shares +262.00K (+59.33%)
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 | JPMJPMORGAN CHASE & CO View history and evidence | $70.95M | 5.54% | 354.21K shares | 5.17% → 5.54%+0.37 pp +1.27K (+0.36%) | Added | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $63.28M | 4.94% | 369.00K shares | 6.11% → 4.94%-1.17 pp +561 (+0.15%) | Added | ↗▾ |
| 03 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $47.01M | 3.67% | 257.44K shares | 3.76% → 3.67%-0.09 pp +899 (+0.35%) | Added | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $45.65M | 3.57% | 108.50K shares | 3.49% → 3.57%+0.08 pp +602 (+0.56%) | Added | ↗▾ |
| 05 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $42.29M | 3.30% | 524.44K shares | 3.05% → 3.30%+0.25 pp +59.19K (+12.72%) | Added | ↗▾ |
| 06 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $41.21M | 3.22% | 119.72K shares | 3.16% → 3.22%+0.06 pp +1.56K (+1.32%) | Added | ↗▾ |
| 07 | SMTHALPS SMTH COR BD PLUS ETFSMITH CORE PLUS View history and evidence | $32.81M | 2.56% | 1.28M shares | 2.80% → 2.56%-0.24 pp +25.93K (+2.07%) | Added | ↗▾ |
| 08 | XLGINVESCO S&P 500 TOP 50 ETFS&P 500 TOP 50 View history and evidence | $29.64M | 2.31% | 703.57K shares | 1.43% → 2.31%+0.88 pp +262.00K (+59.33%) | Added | ↗▾ |
| 09 | AMZNAMAZON.COM INC View history and evidence | $28.51M | 2.23% | 158.04K shares | 2.07% → 2.23%+0.16 pp +132 (+0.08%) | Added | ↗▾ |
| 10 | SMOTVANECK MORNINGSTAR SMID MOATMORNINGSTAR SMID View history and evidence | $24.78M | 1.94% | 726.45K shares | 1.79% → 1.94%+0.15 pp +67.41K (+10.23%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GEHC GE HEALTHCARE TECHNOLOGY | Non-derivative | -6,815 | -$526.94K | SEC filing ↗ | SEC filing ↗ |
| STX SEAGATE TECHNOLOGY HOLDINGS | Non-derivative | -4,700 | -$401.24K | SEC filing ↗ | SEC filing ↗ |
| IRM IRON MOUNTAIN INC | Non-derivative | -5,350 | -$374.39K | SEC filing ↗ | SEC filing ↗ |
3 / 6 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 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-23
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0001951757-24-000375",
"cover_total": 1280426042,
"filing_date": "2024-04-23",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 0,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0001951757-24-000372",
"filing_date": "2024-04-23",
"confidential": false,
"cover_table_value_total_raw": 1280426042
}
],
"cover_table_value": 1280426042
}Research all 344 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.