Long-term investor
Principle Wealth Partners LLC @principlewealthpartnersl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001743413).
Record
- Tracked since 2023-06-30 (1204 days), 106 trades recorded
- Returns: week n/a · month n/a · 90 days +0.4% · 6 months +2.6% · 1 year +0.7% · all -2.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46137V233 · 7.8% · long · since 2025-06-30
- 05613H100 · 6.7% · long · since 2025-06-30
- JPM · 5.8% · long · since 2025-06-30
- AAPL · 5.2% · long · since 2025-06-30
- 922908736 · 3.1% · long · since 2025-06-30
- NVDA · 2.8% · long · since 2025-06-30
- 921908844 · 2.6% · long · since 2025-06-30
- MSFT · 2.2% · long · since 2025-06-30
- 921932505 · 2.1% · long · since 2025-06-30
- 92189F676 · 2.0% · long · since 2025-06-30
- AMZN · 2.0% · long · since 2025-06-30
- GOOGL · 1.6% · long · since 2025-06-30