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 (1161 days), 104 trades recorded
  • Returns: week — · month — · 90 days +10.1% · 6 months +9.0% · 1 year +17.9% · all +51.1%
  • Max drawdown -3.9% · Sharpe 0.95 · win rate 29% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 46137V233 · 7.8% · long · since 2023-09-30
  • 05613H100 · 6.7% · long · since 2025-03-31
  • JPM · 5.8% · long · since 2023-06-30
  • AAPL · 5.2% · long · since 2023-06-30
  • 922908736 · 3.1% · long · since 2023-06-30
  • NVDA · 2.8% · long · since 2023-06-30
  • 921908844 · 2.6% · long · since 2023-06-30
  • MSFT · 2.2% · long · since 2023-06-30
  • 921932505 · 2.1% · long · since 2023-06-30
  • 92189F676 · 2.0% · long · since 2023-06-30
  • AMZN · 2.0% · long · since 2023-06-30
  • GOOGL · 1.6% · long · since 2023-06-30

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