Holdings

Principle Wealth Partners LLC

As of Jun 30, 2026, Principle Wealth Partners LLC reported 234 positions worth US$1.11B. Largest: Jp Morgan Chase & Co., Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Jp Morgan Chase & Co.358KUS$117M+149Jun 30, 2026
Apple Inc362KUS$105M−4,742Jun 30, 2026
Alphabet Inc (google) Class C186KUS$66.6M−569Jun 30, 2026
Nvidia Corporation286KUS$57.2M+1,968Jun 30, 2026
Microsoft Corp.117KUS$43.6M+2,104Jun 30, 2026
Amazon.com, Inc.168KUS$40.1M+700Jun 30, 2026
Johnson & Johnson113KUS$28.6M−454Jun 30, 2026
Cisco Systems, Inc.190KUS$22.3M−2,455Jun 30, 2026
Caterpillar, Inc.20,342US$21.7M−709Jun 30, 2026
Rtx Corporation111KUS$21.1M−6,627Jun 30, 2026