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Home > Institutional Investor > Principle Wealth Partners Llc > Profile

Instuitional Investor - Principle Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Principle Wealth Partners Llc
Portfolio Value $1,161,610,772
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 368,437 $70,935,140 6.1%
2.
Jpmorgan Chase & Co
 JPM 352,942 $60,035,433 5.16%
3.
Vanguard Specialized Funds
 256,539 $43,714,213 3.76%
4.
Microsoft Corp
 MSFT 107,901 $40,575,082 3.49%
5.
Vanguard Index Fds
 118,160 $36,733,434 3.16%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)