SEC 13F Intelligence

Managers / Q1 2024 · view latest →

Principle Wealth Partners LLC

CIK 0001743413 · 48 WALL STREET, MADISON, CT, 06443 · 2033188892

Reported Value
$1.3B
Q1 2024
Positions
344
Filings on Record
31
2019–present window
Filed
Apr 23, 2024
amendment (RESTATEMENT)

Summary

Principle Wealth Partners Llc reported $1.3B in U.S.-listed holdings across 344 positions for Q1 2024.

Its largest position, JPM, represents 5.5% of the portfolio.

Compared with Q4 2023, the fund opened 15 new positions and exited 6.

Reported Value by Quarter

13F Reported Value
Q3 ’19: $289MQ3 ’19Q4 ’19: $313MQ1 ’20: $266MQ2 ’20: $341MQ3 ’20: $359MQ3 ’20Q4 ’20: $759MQ1 ’21: $855MQ2 ’21: $881MQ3 ’21: $866MQ3 ’21Q4 ’21: $952MQ1 ’22: $951MQ2 ’22: $831MQ3 ’22: $1.1BQ3 ’22Q4 ’22: $882.4BQ1 ’23: $935MQ2 ’23: $995MQ3 ’23: $995MQ3 ’23Q4 ’23: $1.2BQ1 ’24: $1.3BQ2 ’24: $1.3BQ3 ’24: $1.4BQ3 ’24Q4 ’24: $1.4BQ1 ’25: $1.4BQ2 ’25: $1.6BQ3 ’25: $1.7BQ3 ’25Q4 ’25: $1.8BQ1 ’26: $1.7Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2024

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.7B380May 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.8B372Feb 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.7B359Nov 3, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.6B358Jul 30, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.4B340May 6, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.4B334Jan 29, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.4B340Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.3B325Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.3B344Apr 23, 2024RESTATEMENTchanges · EDGAR ↗
Q4 2023$1.2B335Feb 5, 202413F-HRchanges · EDGAR ↗
Q3 2023$995M319Nov 1, 202313F-HRchanges · EDGAR ↗
Q2 2023$995M321Jul 31, 202313F-HRchanges · EDGAR ↗
Q1 2023$935M313May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$882.4B312Feb 2, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.1B302Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$831M313Aug 2, 202213F-HRchanges · EDGAR ↗
Q1 2022$951M325May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$952M328Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$866M342Nov 16, 202113F-HRchanges · EDGAR ↗
Q2 2021$881M320Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$855M294May 18, 202113F-HRchanges · EDGAR ↗
Q4 2020$759M277Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$359M155Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$341M511Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$266M137May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$313M170Feb 4, 202013F-HRchanges · EDGAR ↗
Q3 2019$289M165Nov 5, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Gilman Hill Asset Management

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.