$313 Million is the total value of Principle Wealth Partners LLC's 170 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LMBS | New | FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETFetf | $570,000 | – | 11,012 | +100.0% | 0.18% | – |
| VYMI | New | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETFetf | $421,000 | – | 6,596 | +100.0% | 0.13% | – |
| FMB | New | FIRST TRUST MANAGED MUNICIPAL ETFetf | $261,000 | – | 4,700 | +100.0% | 0.08% | – |
| ACWV | New | ISHARES EDGE MSCI MIN VOL GLOBAL ETFetf | $246,000 | – | 2,562 | +100.0% | 0.08% | – |
| ARKG | New | ARK GENOMIC REVOLUTION ETFetf | $214,000 | – | 6,395 | +100.0% | 0.07% | – |
| XBI | New | SPDR S&P BIOTECH ETFetf | $213,000 | – | 2,240 | +100.0% | 0.07% | – |
| ADI | New | ANALOG DEVICES INC COMstock | $202,000 | – | 1,701 | +100.0% | 0.06% | – |
| DIA | New | SPDR DOW JONES INDUSTRIAL AVERAGE ETFetf | $200,000 | – | 700 | +100.0% | 0.06% | – |
| IWF | New | ISHARES RUSSELL 1000 GROWTH ETFetf | $200,000 | – | 1,138 | +100.0% | 0.06% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Gilman Hill #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| OMEGA FLEX INC COM USD0.01 | 20 | Q3 2023 | 17.7% |
| APPLE INC COM | 20 | Q3 2023 | 8.0% |
| VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 9.6% |
| VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 20 | Q3 2023 | 7.4% |
| JPMORGAN CHASE & CO COM | 20 | Q3 2023 | 6.3% |
| MICROSOFT CORP COM | 20 | Q3 2023 | 3.7% |
| AMAZON COM INC COM | 20 | Q3 2023 | 3.9% |
| AMGEN INC COM | 20 | Q3 2023 | 4.5% |
| VANGUARD WHITEHALL FUNDS INTERNATIONAL DIVIDEND APPRECIATION ETF | 20 | Q3 2023 | 4.1% |
| JOHNSON & JOHNSON COM | 20 | Q3 2023 | 2.7% |
View Principle Wealth Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-12 |
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.