Latest Principle Wealth Partners LLC Stock Portfolio

Principle Wealth Partners LLC Performance:

2025 Q3: 5.14%YTD: 8.36%2024: 8.73%

Performance for 2025 Q3 is 5.14%, and YTD is 8.36%, and 2024 is 8.73%.

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

Principle Wealth Partners LLC is a hedge fund based in MADISON, CT. On 09-May-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.9 Billions. In it's latest 13F Holdings report, Principle Wealth Partners LLC reported an equity portfolio of $1.7 Billions as of 30 Sep, 2025.

The top stock holdings of Principle Wealth Partners LLC are CSD, JPM, . The fund has invested 9.2% of it's portfolio in INVESCO EXCHANGE TRADED FD T and 6.5% of portfolio in JPMORGAN CHASE & CO.

The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F (BBAX), VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), GENERAL MLS INC (GIS) and COMCAST CORP NEW (CMCSA). Principle Wealth Partners LLC opened new stock positions in CAPITAL GROUP GLOBAL EQUITY, ISHARES TR (IJR) and CITIGROUP INC (C). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCHANGE TRADED FD T (CSD), TCW ETF TRUST (NETZ) and AMPLIFY ETF TR (AMLX).

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

Our best estimate is that Principle Wealth Partners LLC made a return of 5.14% in the last quarter. In trailing 12 months, it's portfolio return was 9.05%.

New Buys

Ticker	$ Bought
capital group global equity	949,163
ishares tr	354,730
citigroup inc	308,349
invesco exchange traded fd t	272,520
vaneck etf trust	261,217
invesco exch traded fd tr ii	240,009
omega healthcare invs inc	218,700
invesco exchange traded fd t	218,252

New stocks bought by Principle Wealth Partners LLC

Additions

Ticker	% Inc.
invesco exchange traded fd t	720
tcw etf trust	238
amplify etf tr	132
m & t bk corp	77.92
novo-nordisk a s	72.94
janus detroit str tr	71.22
spdr gold tr	61.03
texas pacific land corporati	48.31

Additions to existing portfolio by Principle Wealth Partners LLC

Reductions

Ticker	% Reduced
invesco exchange traded fd t	-58.36
general mls inc	-49.05
comcast corp new	-46.58
paypal hldgs inc	-44.6
accenture plc ireland	-40.46
adobe inc	-35.13
crowdstrike hldgs inc	-24.93
schwab strategic tr	-24.35

Principle Wealth Partners LLC reduced stake in above stock

Sold off

Ticker	$ Sold
j p morgan exchange traded f	-5,237,640
star bulk carriers corp.	-188,284
nextera energy inc	-423,032
vanguard scottsdale fds	-610,727
ishares tr	-428,138
anheuser busch inbev sa/nv	-236,053
crown castle inc	-240,491
ishares tr	-210,966

Principle Wealth Partners LLC got rid off the above stocks

Sector Distribution

Principle Wealth Partners LLC has about 44.8% of it's holdings in Others sector.

Sector	%
Others	44.8
Technology	16.9
Financial Services	11.7
Industrials	6.5
Consumer Cyclical	5.4
Healthcare	4.4
Communication Services	3.9
Consumer Defensive	2.5
Utilities	1.9
Energy	1.6

Market Cap. Distribution

Principle Wealth Partners LLC has about 54.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	44.8
MEGA-CAP	33.8
LARGE-CAP	20.5

Stocks belong to which Index?

About 53.6% of the stocks held by Principle Wealth Partners LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	53.6
Others	45.7

Top 5 Winners (%)		%
INTC	intel corp	49.8 %
TSLA	tesla inc	39.0 %
GOOG	alphabet inc	37.9 %
GOOG	alphabet inc	37.3 %
PLTR	palantir technologies inc	33.8 %

Top 5 Winners ($)		$
AAPL	apple inc	18.6 M
JPM	jpmorgan chase & co.	9.1 M
NVDA	nvidia corporation	8.4 M
GOOG	alphabet inc	6.4 M
GOOG	alphabet inc	6.3 M

Top 5 Losers (%)		%
MSTR	strategy inc	-20.3 %
CARR	carrier global corporation	-18.3 %
ISRG	intuitive surgical inc	-17.7 %
ACN	accenture plc ireland	-17.5 %
UPS	united parcel service inc	-17.3 %

Top 5 Losers ($)		$
IBM	international business machs	-0.7 M
PM	philip morris intl inc	-0.7 M
TXN	texas instrs inc	-0.7 M
NFLX	netflix inc	-0.5 M
V	visa inc	-0.5 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 356 stocks in it's portfolio. About 43.9% of the portfolio is in top 10 stocks. IBM proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Principle Wealth Partners LLC last quarter.

Last Reported on: 03 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.54	374,872	95,453,800	reduced	-0.47

AAXJ	ishares tr	0.32	26,337	5,511,200	added	0.02

AAXJ	ishares tr	0.05	6,887	867,418	unchanged	0.00

AAXJ	ishares tr	0.03	14,177	448,277	reduced	-6.48

AAXJ	ishares tr	0.02	2,837	339,050	unchanged	0.00

AAXJ	ishares tr	0.01	2,907	235,989	reduced	-9.92

ABBV	abbvie inc	0.44	32,935	7,625,720	added	0.4

ABT	abbott labs	0.06	8,354	1,118,990	added	6.34

ACES	alps etf tr	1.16	766,311	20,046,700	reduced	-2.41

ACN	accenture plc ireland	0.03	1,744	430,070	reduced	-40.46

ACWF	ishares tr	0.04	10,868	739,920	reduced	-2.49

ADBE	adobe inc	0.03	1,664	586,976	reduced	-35.13

ADI	analog devices inc	0.03	2,157	529,975	unchanged	0.00

ADM	archer daniels midland co	0.03	7,486	447,214	unchanged	0.00

ADP	automatic data processing in	0.18	10,331	3,032,150	unchanged	0.00

AEP	american elec pwr co inc	0.22	33,274	3,743,320	reduced	-1.68

AFK	vaneck etf trust	1.24	65,172	21,269,600	added	1.97

AFK	vaneck etf trust	0.06	10,294	1,020,270	unchanged	0.00

AFK	vaneck etf trust	0.01	7,580	261,217	new

AFL	aflac inc	0.07	10,921	1,219,830	added	1.36