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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 $2,075,797,505
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P 500 TOP 50
 2,609,727 $166,004,783 8%
2.
Apple Inc.
 AAPL 368,147 $122,600,639 5.91%
3.
Jpmorgan Chase & Co
 JPM 357,736 $118,349,807 5.7%
4.
Bny Mellon Etf Trust Ii
 3,495,412 $117,795,389 5.67%
5.
Nvidia Corp
 NVDA 288,093 $65,794,763 3.17%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.