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  Name: Principle Wealth Partners LLC
  City: MADISON
  State: CT
  Zip: 06443
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,280,420,000
  Total Value Change : $118,814,000
  Securities Held Change : 9
   
All Securities Held : 344
  New Positions : 13
  Closed Positions : 6
  Increased Positions : 148
  Unchanged Positions : 112
  Decreased Positions : 71

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (CGGO)1 Year Chart         CGGO Capital Group Global Growth... 195 New $0.00 $637,000 22,135 0.05% 637,000 22,135 0.025    N/A
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 273 New $57.31 $307,000 5,226 0.02% 307,000 5,226 0.001    Closed - End Fund - F...
   (O)1 Year Chart         O Realty Income Corp 285 New $54.98 $291,000 5,375 0.02% 291,000 5,375 0.001    REIT - Retail
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 294 New $0.00 $275,000 1,674 0.02% 275,000 1,674 0    N/A
   (ECL)1 Year Chart         ECL Ecolab Inc 304 New $234.69 $259,000 1,123 0.02% 259,000 1,123 0    Cleaning Products
   (BSX)1 Year Chart         BSX Boston Scientific Corp 316 New $75.36 $231,000 3,374 0.02% 231,000 3,374 0    Medical Instruments &...
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx 330 New $303.00 $211,000 703 0.02% 211,000 703 0.001    Closed - End Fund - E...
   (KNSL)1 Year Chart         KNSL Kinsale Capital Group, Inc. 332 New $385.36 $210,000 400 0.02% 210,000 400 0    N/A
   (ICE)1 Year Chart         ICE Intercontinental Exchange Inc 333 New $136.95 $207,000 1,508 0.02% 207,000 1,508 0    Business Services
   (ALLY)1 Year Chart         ALLY Ally Financial Inc 336 New $39.44 $203,000 5,000 0.02% 203,000 5,000 0    Mortgage Investment
   (CEF)1 Year Chart         CEF Sprott Physical Gold & Silv... 335 New $23.37 $203,000 10,000 0.02% 203,000 10,000 0.005    N/A
   (DIA)1 Year Chart         DIA Diamonds Trust 338 New $398.10 $201,000 505 0.02% 201,000 505 0.001    Closed - End Fund - E...
   (RQI)1 Year Chart         RQI Cohen & Steers Quality Inco... 343 New $11.58 $125,000 10,373 0.01% 125,000 10,373 0.026    Closed - End Fund - Debt
      13 Records Found
  1    
Page 1 of 1
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