Principle Wealth Partners LLC
Top Portfolio Positions
250 positions ·
$996,216,139 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 | 10.56% | |
| AAPL |
Apple Inc.
Technology
|
366,709 | $93,067,077 | 9.34% | |
| NVDA |
Nvidia Corp
Technology
|
283,806 | $49,495,766 | 4.97% | |
| MSFT |
Microsoft Corp
Technology
|
114,654 | $42,441,471 | 4.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
167,632 | $34,912,716 | 3.50% | |
| JNJ |
Johnson & Johnson
Healthcare
|
113,128 | $27,653,008 | 2.78% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
92,718 | $26,661,988 | 2.68% | |
| RTX |
RTX Corp
Industrials
|
117,967 | $22,755,834 | 2.28% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
68,838 | $21,394,162 | 2.15% | |
| XOM |
Exxon Mobil Corp
Energy
|
96,782 | $16,420,034 | 1.65% |
Portfolio Trend
25 quarters · across all stocks
Holdings in OFLX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,968,216 | 192,275 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,660,576 | 192,275 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,997,057 | 192,275 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $6,225,864 | 192,275 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,687,324 | 192,275 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $8,069,781 | 192,275 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $9,598,368 | 192,275 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,859,862 | 192,275 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,638,065 | 192,275 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $13,557,310 | 192,275 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $15,137,810 | 192,275 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $19,954,299 | 192,275 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $21,427,126 | 192,275 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $17,943,103 | 192,275 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $17,808,510 | 192,275 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $29,067,839 | 270,097 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $35,077,497 | 270,097 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $34,288,814 | 270,097 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $43,683,830 | 306,145 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $44,914,532 | 306,145 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $48,334,172 | 306,145 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $59,297,170 | 406,145 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $63,651,044 | 406,145 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $42,970,141 | 406,145 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $34,278,638 | 406,145 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||