$119 Million is the total value of Principle Wealth Partners LLC's 112 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| OMEGA FLEX INC COM USD0.01 | 23 | Q2 2024 | 17.7% |
| APPLE INC COM | 23 | Q2 2024 | 8.0% |
| VANGUARD SPECIALIZED FUNDS | 23 | Q2 2024 | 9.6% |
| VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 23 | Q2 2024 | 7.4% |
| JPMORGAN CHASE & CO COM | 23 | Q2 2024 | 6.3% |
| MICROSOFT CORP COM | 23 | Q2 2024 | 3.7% |
| AMAZON COM INC COM | 23 | Q2 2024 | 3.9% |
| AMGEN INC COM | 23 | Q2 2024 | 4.5% |
| JOHNSON & JOHNSON COM | 23 | Q2 2024 | 2.7% |
| PFIZER INC COM | 23 | Q2 2024 | 2.7% |
View Principle Wealth Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-08-13 |
| 13F-HR/A | 2024-04-23 |
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-14 |
View Principle Wealth Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.