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Latest Principle Wealth Partners LLC Stock Portfolio

$1.75Billion | No. of Holdings #377

Principle Wealth Partners LLC Performance

2026 Q1-3.17%
YTD-3.17%
2025+15.59%

About Principle Wealth Partners LLC and 13F Hedge Fund Stock Holdings

Principle Wealth Partners LLC is a hedge fund based in Madison, CT. On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Principle Wealth Partners LLC reported an equity portfolio of $1.7 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Principle Wealth Partners LLC are CSD, , JPM. The fund has invested 8% of it's portfolio in INVESCO EXCHANGE TRADED FD T and 6.7% of portfolio in BNY MELLON ETF TRUST II. <br><br> The fund managers got completely rid off PAYPAL HLDGS INC (PYPL), FISERV INC and APPLOVIN CORP (APP) stocks. They significantly reduced their stock positions in WILLIAMS COS INC (WMB), SALESFORCE INC (CRM) and BORGWARNER INC (BWA). Principle Wealth Partners LLC opened new stock positions in COLUMBIA ETF TR I (DIAL), NASDAQ INC (NDAQ) and PUBLIC SVC ENTERPRISE GROUP (PEG). The fund showed a lot of confidence in some stocks as they added substantially to CROWDSTRIKE HLDGS INC (CRWD), AMPLIFY ETF TR (AMLX) and AMERICAN BITCOIN CORP..
Principle Wealth Partners LLC Equity Portfolio Value
Last Reported on: 07 May, 2026
$1.75Billion
  as of May 07, 2026

Principle Wealth Partners LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Principle Wealth Partners LLC made a return of -3.17% in the last quarter. In trailing 12 months, it's portfolio return was 15.23%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
columbia etf tr i1,373,050
nasdaq inc601,996
public svc enterprise group516,947
micron technology inc448,163
bny mellon etf trust398,982
d-wave quantum inc353,174
snowflake inc322,906
plains gp hldgs l p277,885
New stocks bought by Principle Wealth Partners LLC

Additions

Ticker% Inc.
crowdstrike hldgs inc243
amplify etf tr242
american bitcoin corp.220
robinhood mkts inc202
vaneck etf trust96.74
clorox co del84.05
coreweave inc79.75
tcw etf trust72.64
Additions to existing portfolio by Principle Wealth Partners LLC

Reductions

Ticker% Reduced
williams cos inc-41.92
salesforce inc-41.82
borgwarner inc-38.46
uber technologies inc-30.06
invesco exchange traded fd t-27.07
vanguard world fd-26.2
ishares tr-25.41
blackstone inc-19.93
Principle Wealth Partners LLC reduced stake in above stock

Sold off

Ticker$ Sold
paypal hldgs inc-487,473
devon energy corp new-283,150
fiserv inc-413,212
amcor plc-212,003
ally finl inc-212,863
brookfield infrastructure co-213,335
oklo inc-256,542
newmont corp-200,698
Principle Wealth Partners LLC got rid off the above stocks

Sector Distribution

Principle Wealth Partners LLC has about 44.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Consumer Defensive
  • Energy
  • Utilities
Sector%
Others44.1
Technology14.8
Financial Services10.8
Industrials7
Healthcare6.3
Consumer Cyclical5.1
Communication Services4.3
Consumer Defensive2.8
Energy2.3
Utilities2

Market Cap. Distribution

Principle Wealth Partners LLC has about 54% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • SMALL-CAP
Category%
UNALLOCATED44.1
MEGA-CAP40.4
LARGE-CAP13.6
SMALL-CAP1.5

Stocks belong to which Index?

About 54.9% of the stocks held by Principle Wealth Partners LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50053.2
Others45.2
RUSSELL 20001.7
Top 5 Winners (%)%
DOW
dow hldgs inc
78.2 %
TPL
texas pacific land corporati
65.2 %
PSX
phillips 66
41.1 %
qnity electronics inc
40.7 %
XOM
exxon mobil corp
40.6 %
Top 5 Winners ($)$
XOM
exxon mobil corp
4.8 M
JNJ
johnson & johnson
4.2 M
CAT
caterpillar inc
2.9 M
CVX
chevron corporation
2.9 M
bny mellon etf trust ii
2.5 M
Top 5 Losers (%)%
american bitcoin corp.
-35.5 %
BSX
boston scientific corp
-34.0 %
INTU
intuit
-32.1 %
HOOD
robinhood mkts inc
-29.6 %
NOW
servicenow inc
-28.9 %
Top 5 Losers ($)$
MSFT
microsoft corp
-12.9 M
CSD
invesco exchange traded fd t
-11.9 M
JPM
jpmorgan chase & co
-10.0 M
AAPL
apple inc
-6.7 M
VB
vanguard index fds
-6.3 M

Principle Wealth Partners LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Principle Wealth Partners LLC

Principle Wealth Partners LLC has 377 stocks in it's portfolio. About 40.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Principle Wealth Partners LLC last quarter.

$1.75BTotal Value
393Positions
07 May, 2026Last Reported
Current holdings of Current Stock Holdings of Principle Wealth Partners LLC, last reported on 07 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Principle Wealth Partners LLC's holding in Ishares Tr over time
0.32%25,867
$5.66M
0.32%
decreased 1.52 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Principle Wealth Partners LLC's holding in Ishares Tr over time
0.05%6,887
$834.6K
0.05%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Principle Wealth Partners LLC's holding in Ishares Tr over time
0.03%3,665
$434.7K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Principle Wealth Partners LLC's holding in Ishares Tr over time
0.02%10,560
$320.2K
0.02%
decreased 25.41 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Principle Wealth Partners LLC's holding in Ishares Tr over time
0.01%3,067
$244.0K
0.01%
increased 4.89 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Principle Wealth Partners LLC's holding in Ishares Tr over time
0.01%4,467
$237.3K
0.01%
new position
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Principle Wealth Partners LLC's holding in Alps Etf Tr over time
1%676,565
$17.42M
1%
decreased 4.83 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Principle Wealth Partners LLC's holding in Ishares Tr over time
0.04%10,668
$748.7K
0.04%
increased 0.07 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Principle Wealth Partners LLC's holding in Vaneck Etf Trust over time
1.25%56,849
$21.80M
1.25%
decreased 3.16 percentreduced