Notify me when Principle Wealth Partners LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 359 | $1,722,697,095 | +$27,970,119 | -$36,179,773 | -$8,209,654 | XLG, JPM, BKDV, AAPL, VUG | 13F-HR | 03 Nov 2025, 09:29 |
| Q2 2025 | 358 | $1,601,119,977 | +$196,302,839 | -$105,580,666 | +$90,722,173 | XLG, JPM, BKDV, AAPL, VUG | 13F-HR | 30 Jul 2025, 17:27 |
| Q1 2025 | 340 | $1,399,074,776 | +$74,383,540 | -$60,183,046 | +$14,200,494 | JPM, AAPL, XLG, VIG, VUG | 13F-HR | 06 May 2025, 15:45 |
| Q4 2024 | 334 | $1,424,854,041 | +$65,323,610 | -$32,751,915 | +$32,571,695 | AAPL, JPM, XLG, VUG, VIG | 13F-HR | 29 Jan 2025, 10:47 |
| Q3 2024 | 340 | $1,411,855,565 | +$55,701,388 | -$36,069,476 | +$19,631,912 | AAPL, JPM, VIG, MSFT, VUG | 13F-HR | 13 Nov 2024, 11:57 |
| Q2 2024 | 325 | $1,313,872,333 | +$58,968,347 | -$26,355,244 | +$32,613,103 | AAPL, JPM, MSFT, VIG, VUG | 13F-HR | 13 Aug 2024, 17:29 |
| Q1 2024 | 344 | $1,280,426,042 | +$66,356,752 | -$22,012,167 | +$44,344,585 | JPM, AAPL, VIG, MSFT, SCHD | Restatement | 23 Apr 2024, 10:19 |
| Q4 2023 | 335 | $1,161,610,772 | +$118,963,405 | -$51,124,352 | +$67,839,053 | AAPL, JPM, VIG, MSFT, VUG | 13F-HR | 05 Feb 2024, 12:40 |
| Q3 2023 | 319 | $995,150,172 | +$71,986,930 | -$32,562,847 | +$39,424,083 | AAPL, JPM, VIG, MSFT, SCHD | 13F-HR | 01 Nov 2023, 09:22 |
| Q2 2023 | 321 | $995,133,902 | +$44,458,501 | -$35,583,494 | +$8,875,007 | AAPL, JPM, VIG, MSFT, VUG | 13F-HR | 31 Jul 2023, 10:12 |
| Q1 2023 | 313 | $935,378,196 | +$56,115,220 | -$36,567,929 | +$19,547,291 | AAPL, JPM, VIG, MSFT, VUG | 13F-HR | 10 May 2023, 16:50 |
| Q4 2022 | 312 | $882,437,986 | +$57,878,903 | -$30,427,107 | +$27,451,796 | VIG, AAPL, JPM, VUG, SCHD | 13F-HR | 02 Feb 2023, 16:13 |
| Q3 2022 | 293 | $774,339,668 | +$59,173,750 | -$47,908,184 | +$11,265,566 | AAPL, VIG, VUG, JPM, MSFT | 13F-HR | 14 Nov 2022, 09:04 |
| Q2 2022 | 303 | $829,928,000 | +$70,185,109 | -$33,160,991 | +$37,024,118 | AAPL, VIG, VUG, JPM, OFLX | 13F-HR | 02 Aug 2022, 16:53 |
| Q1 2022 | 315 | $950,987,000 | +$55,977,172 | -$16,301,538 | +$39,675,634 | AAPL, VUG, VIG, JPM, OFLX | 13F-HR | 12 May 2022, 17:23 |
| Q4 2021 | 320 | $933,002,000 | +$53,409,997 | -$32,112,412 | +$21,297,585 | AAPL, VUG, JPM, VIG, MSFT | 13F-HR | 11 Feb 2022, 15:00 |
| Q3 2021 | 308 | $864,671,000 | +$22,542,827 | -$32,813,278 | -$10,270,451 | JPM, VUG, AAPL, VIG, OFLX | 13F-HR | 15 Nov 2021, 17:58 |
| Q2 2021 | 311 | $880,678,000 | +$21,987,630 | -$22,089,323 | -$101,693 | JPM, VUG, AAPL, OFLX, VIG | 13F-HR | 13 Aug 2021, 12:52 |
| Q1 2021 | 286 | $836,604,591 | +$57,397,625 | -$24,974,002 | +$32,423,623 | JPM, OFLX, AAPL, VUG, VIG | 13F-HR | 17 May 2021, 18:36 |
| Q4 2020 | 272 | $758,948,000 | +$375,077,362 | -$2,269,888 | +$372,807,474 | OFLX, AAPL, VUG, JPM, VIG | 13F-HR | 12 Feb 2021, 20:03 |
| Q3 2020 | 152 | $358,876,000 | +$27,639,480 | -$31,406,153 | -$3,766,673 | OFLX, AAPL, VIG, VUG, AMGN | 13F-HR | 16 Nov 2020, 10:11 |
| Q2 2020 | 471 | $340,506,000 | +$25,898,145 | -$4,140,510 | +$21,757,635 | OFLX, VIG, VUG, AAPL, AMGN | 13F-HR | 14 Aug 2020, 14:48 |
| Q1 2020 | 136 | $264,547,000 | +$45,230,532 | -$33,796,323 | +$11,434,209 | OFLX, VIG, VUG, AAPL, AMGN | 13F-HR | 12 May 2020, 20:02 |
| Q4 2019 | 166 | $313,135,000 | +$7,809,172 | -$7,216,586 | +$592,586 | OFLX, AAPL, AMGN, BA, VIG | 13F-HR | 03 Feb 2020, 20:38 |
| Q3 2019 | 165 | $289,265,000 | +$85,533,819 | -$3,379,009 | +$82,154,810 | OFLX, BA, AAPL, AMGN, VIG | 13F-HR | 05 Nov 2019, 09:10 |
| Q2 2019 | 139 | $194,378,000 | +$20,299,884 | -$6,366,793 | +$13,933,091 | OFLX, AAPL, VIG, VIGI, VB | 13F-HR | 05 Nov 2019, 08:11 |
| Q1 2019 | 128 | $173,956,000 | +$47,644,267 | -$6,068,738 | +$41,575,529 | OFLX, AAPL, VIG, VIGI, VFH | 13F-HR | 30 Oct 2019, 08:13 |
| Q4 2018 | 111 | $116,277,000 | $0 | $0 | $0 | AAPL, VIG, VFH, VIGI, VB | 13F-HR | 10 Oct 2019, 18:54 |