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Portfolio (Quarterly) Guide ↗

Principle Wealth Partners LLC

· CIK 0001743413
13F Portfolio $1.8B AUM 372 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 24 New 113 Added 90 Reduced 11 Exited
Page 5 of 19  ·  372 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PLTR PALANTIR TECHNOLOGIES INC Technology 22,622.0 $4.0M 0.23% +384.0 +1.7% $177.75 -23.0%
82 ASML ASML HOLDING N V Technology 3,742.0 $4.0M 0.23% +103.0 +2.8% $1069.82 +52.6%
83 WMT WALMART INC Consumer Defensive 35,185.0 $3.9M 0.22% +16K +82.8% $111.41 +8.0%
84 PFE PFIZER INC Healthcare 157,218.0 $3.9M 0.22% -5K -3.0% $24.90 +4.0%
85 AEP AMERICAN ELEC PWR CO INC Utilities 33,224.0 $3.8M 0.22% $115.31 +14.1%
86 VXUS VANGUARD STAR FDS 49,560.0 $3.7M 0.21% $75.44 +12.0%
87 VOO VANGUARD INDEX FDS 5,853.0 $3.7M 0.21% +479.0 +8.9% $627.15 +9.3%
88 LMT LOCKHEED MARTIN CORP Industrials 7,541.0 $3.6M 0.20% +265.0 +3.6% $483.70 +10.2%
89 NFLX NETFLIX INC Communication Services 38,468.0 $3.6M 0.20% +35K +900.5% $93.76 -5.5%
90 VTV VANGUARD INDEX FDS 18,629.0 $3.6M 0.20% $190.99 +10.4%
91 PEP PEPSICO INC Consumer Defensive 24,759.0 $3.6M 0.20% +6K +32.3% $143.52 +4.9%
92 D DOMINION ENERGY INC Utilities 59,713.0 $3.5M 0.20% +1K +1.8% $58.59 +15.5%
93 COP CONOCOPHILLIPS Energy 37,313.0 $3.5M 0.20% +218.0 +0.6% $93.61 +28.7%
94 LVHI LEGG MASON ETF INVT 93,975.0 $3.5M 0.20% $36.82 +12.7%
95 MSI MOTOROLA SOLUTIONS INC Technology 8,937.0 $3.4M 0.19% $383.32 +5.4%
96 PSX PHILLIPS 66 Energy 26,204.0 $3.4M 0.19% $129.04 +37.7%
97 ODFL OLD DOMINION FREIGHT LINE IN Industrials 21,411.0 $3.4M 0.19% -322.0 -1.5% $156.80 +34.2%
98 MA MASTERCARD INCORPORATED Financial Services 5,874.0 $3.4M 0.19% $570.85 -12.7%
99 LOW LOWES COS INC Consumer Cyclical 13,627.0 $3.3M 0.18% -69.0 -0.5% $241.16 -10.8%
100 NEE NEXTERA ENERGY INC Utilities 40,004.0 $3.2M 0.18% -1K -3.3% $80.28 +10.3%
Page 5 of 19  ·  372 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.6%
Financial Services 23.3%
Industrials 11.3%
Consumer Cyclical 9.1%
Healthcare 8.5%
Communication Services 7.9%
Consumer Defensive 4.4%
Utilities 3.2%
Energy 3.0%
Basic Materials 0.5%