Principle Wealth Partners LLC
Top Portfolio Positions
249 positions ·
$983,066,891 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
357,768 | $105,241,034 | 10.71% | |
| AAPL |
Apple Inc.
Technology
|
366,709 | $93,067,077 | 9.47% | |
| NVDA |
Nvidia Corp
Technology
|
283,806 | $49,495,766 | 5.03% | |
| MSFT |
Microsoft Corp
Technology
|
114,654 | $42,441,471 | 4.32% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
167,632 | $34,912,716 | 3.55% | |
| JNJ |
Johnson & Johnson
Healthcare
|
113,128 | $27,653,008 | 2.81% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
92,718 | $26,661,988 | 2.71% | |
| RTX |
RTX Corp
Industrials
|
117,967 | $22,755,834 | 2.31% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
68,838 | $21,394,162 | 2.18% | |
| XOM |
Exxon Mobil Corp
Energy
|
96,782 | $16,420,034 | 1.67% |
Portfolio Trend
Holdings in BIPH
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,989 | 6,312 | Shares | Sole | 2026-05-07 | |
| 2020-06-30 | $37,684 | 1,375 | Shares | Sole | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||