$1.31Billion– No. of Holdings #323
Principle Wealth Partners LLC has about 41.9% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 41.9 |
Technology | 16.8 |
Financial Services | 10.9 |
Industrials | 7.3 |
Healthcare | 6.1 |
Consumer Cyclical | 5.7 |
Consumer Defensive | 3.5 |
Communication Services | 3.5 |
Energy | 1.8 |
Utilities | 1.7 |
Principle Wealth Partners LLC has about 56.8% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 41.9 |
MEGA-CAP | 32.9 |
LARGE-CAP | 23.9 |
About 56.4% of the stocks held by Principle Wealth Partners LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
S&P 500 | 56.4 |
Others | 42.6 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
Principle Wealth Partners LLC has 323 stocks in it's portfolio. About 34.5% of the portfolio is in top 10 stocks. OFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Principle Wealth Partners LLC last quarter.
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
AAPL | apple inc | 5.92 | 369,107 | 77,741,400 | reduced | -49.99 | ||
AAXJ | ishares tr | 0.28 | 27,607 | 3,645,530 | reduced | -45.56 | ||
AAXJ | ishares tr | 0.06 | 7,047 | 731,831 | reduced | -50.00 | ||
AAXJ | ishares tr | 0.03 | 11,226 | 354,180 | reduced | -39.11 | ||
AAXJ | ishares tr | 0.03 | 2,906 | 335,556 | reduced | -50.00 | ||
AAXJ | ishares tr | 0.02 | 2,664 | 205,507 | reduced | -49.75 | ||
ABBV | abbvie inc | 0.44 | 33,746 | 5,788,190 | reduced | -50.94 | ||
ABT | abbott labs | 0.06 | 8,182 | 850,140 | reduced | -48.49 | ||
ACES | alps etf tr | 2.33 | 1,204,540 | 30,667,600 | reduced | -52.88 | ||
ACN | accenture plc ireland | 0.28 | 11,969 | 3,631,510 | reduced | -47.79 | ||
ACWF | ishares tr | 0.05 | 10,853 | 625,241 | reduced | -50.00 | ||
ADBE | adobe inc | 0.16 | 3,821 | 2,122,720 | reduced | -47.43 | ||
ADI | analog devices inc | 0.04 | 2,002 | 456,925 | reduced | -50.00 | ||
ADM | archer daniels midland co | 0.05 | 10,777 | 651,470 | reduced | -55.2 | ||
ADP | automatic data processing in | 0.20 | 10,949 | 2,613,420 | reduced | -49.05 | ||
AEP | american elec pwr co inc | 0.21 | 31,055 | 2,724,770 | reduced | -48.29 | ||
AFK | vaneck etf trust | 0.97 | 48,686 | 12,692,400 | reduced | -28.04 | ||
AFK | vaneck etf trust | 0.08 | 12,628 | 1,093,750 | reduced | -51.39 | ||
AFL | aflac inc | 0.08 | 11,739 | 1,048,410 | reduced | -50.00 | ||
AFLG | first tr exchng traded fd vi | 0.02 | 9,000 | 238,230 | reduced | -50.00 | ||