$341 Million is the total value of Principle Wealth Partners LLC's 511 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GCI | Exit | GANNETT CO INC COMstock | $0 | – | -18,065 | -100.0% | -0.01% | – |
VTV | Exit | VANGUARD VALUE INDEX FUNDetf | $0 | – | -3,084 | -100.0% | -0.10% | – |
DVOP | Exit | SOURCE DIVIDEND OPPORTUNITY ETFetf | $0 | – | -35,175 | -100.0% | -0.23% | – |
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 2020-08-14
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.