Principle Wealth Partners LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Madison, CT
CIK
0001743413
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 325 1,313,872 AAPL, JPM, MSFT, VIG 13F-HR 8/13/2024 000195175724000754
Q1 2024 344 1,280,426 JPM, AAPL, VIG, MSFT RESTATEMENT 4/23/2024 000195175724000375
Q4 2023 335 1,161,610 AAPL, JPM, VIG, MSFT 13F-HR 2/5/2024 000195175724000203
Q3 2023 319 995,150 AAPL, JPM, VIG, MSFT 13F-HR 11/1/2023 000195175723000662
Q2 2023 321 995,133 AAPL, JPM, VIG, MSFT 13F-HR 7/31/2023 000195175723000453
Q1 2023 313 935,378 AAPL, JPM, VIG, MSFT 13F-HR 5/10/2023 000195175723000281
Q4 2022 312 882,437 VIG, AAPL, JPM, VUG 13F-HR 2/2/2023 000174341323000001
Q3 2022 293 1,060,330 DOW, CVX, AAPL, VIG 13F-HR 11/14/2022 000174341322000004
Q2 2022 303 830,972 AAPL, VIG, VUG, JPM 13F-HR 8/2/2022 000174341322000003
Q1 2022 315 950,987 AAPL, VUG, VIG, JPM 13F-HR 5/12/2022 000174341322000002
Q4 2021 319 952,433 AAPL, VUG, JPM, VIG 13F-HR 2/11/2022 000174341322000001
Q3 2021 307 866,100 JPM, VUG, AAPL, VIG 13F-HR 11/15/2021 000174341321000004
Q2 2021 311 880,678 JPM, VUG, AAPL, OFLX 13F-HR 8/13/2021 000174341321000003
Q1 2021 286 855,177 JPM, OFLX, AAPL, VUG 13F-HR 5/17/2021 000174341321000002
Q4 2020 272 758,955 OFLX, AAPL, VUG, JPM 13F-HR 2/16/2021 000174341321000001
Q3 2020 152 358,876 OFLX, AAPL, VIG, VUG 13F-HR 11/16/2020 000174341320000005
Q2 2020 476 340,567 OFLX, VIG, VUG, AAPL 13F-HR 8/14/2020 000174341320000004
Q1 2020 136 266,492 OFLX, VIG, VUG, AAPL 13F-HR 5/13/2020 000174341320000002
Q4 2019 166 313,135 OFLX, AAPL, AMGN, BA 13F-HR 2/4/2020 000174341320000001
Q3 2019 165 289,265 OFLX, BA, AAPL, AMGN 13F-HR 11/5/2019 000174341319000005
Q2 2019 139 194,378 OFLX, AAPL, VIG, VIGI 13F-HR 11/5/2019 000174341319000004
Q1 2019 128 174,851 OFLX, AAPL, VIG, VIGI 13F-HR 10/30/2019 000174341319000003
Q4 2018 112 119,166 AAPL, VIG, VFH, VIGI 13F-HR 10/11/2019 000174341319000001
Additional filings from Principle Wealth Partners LLC that have since been restated