Principle Wealth Partners LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PW Principle Wealth Partners LLC | Institutional Filer | ▼ 1.38% | $1.75B | 380 |
Current Portfolio Holdings
Showing all 380 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | XLG | INVESCO EXCHANGE TRADED FD T | — | 2.6M | $139.3M | 7.96% |
| 2 | BKDV | BNY MELLON ETF TRUST II | — | 4.0M | $117.7M | 6.73% |
| 3 | JPM | JPMorgan Chase & Co. | Financial Services | 358K | $105.2M | 6.01% |
| 4 | AAPL | Apple Inc. | Technology | 367K | $93.1M | 5.32% |
| 5 | VUG | VANGUARD INDEX FDS | — | 123K | $53.6M | 3.07% |
| 6 | NVDA | NVIDIA Corporation | Technology | 284K | $49.5M | 2.83% |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | — | 228K | $49.0M | 2.80% |
| 8 | MSFT | Microsoft Corporation | Technology | 115K | $42.4M | 2.43% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 168K | $34.9M | 2.00% |
| 10 | JNJ | Johnson & Johnson | Healthcare | 113K | $27.7M | 1.58% |
| 11 | VTI | VANGUARD INDEX FDS | — | 85K | $27.2M | 1.56% |
| 12 | GOOG | Alphabet Inc. | Technology | 94K | $27.1M | 1.55% |
| 13 | GOOGL | Alphabet Inc. | Technology | 93K | $26.7M | 1.52% |
| 14 | VOOG | VANGUARD ADMIRAL FDS INC | — | 63K | $25.6M | 1.46% |
| 15 | RTX | RTX Corporation | Industrials | 118K | $22.8M | 1.30% |
Showing 1 to 15 of 380 holdings