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 WASH
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $384,589 | 11,494 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $339,647 | 11,494 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $332,176 | 11,494 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $326,181 | 11,534 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $355,939 | 11,534 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $361,590 | 11,534 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $371,510 | 11,534 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $316,146 | 11,534 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $328,312 | 12,214 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $395,489 | 12,214 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $321,594 | 12,214 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $327,457 | 12,214 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $412,904 | 11,913 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $562,055 | 11,913 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $553,716 | 11,913 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $576,231 | 11,913 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $625,432 | 11,913 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $671,535 | 11,913 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $631,150 | 11,913 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $603,927 | 11,761 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $607,220 | 11,761 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $519,680 | 11,600 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $331,557 | 10,814 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $354,158 | 10,814 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $395,359 | 10,814 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||