Principal Street Partners, LLC Purchases in Q2 2025

Principal Street Partners, LLC

  • $1.01 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
91.1K
New
$496.48 - $617.85 $45.2M - $56.3M
91.1K $56.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
352K
+ 100.18%
$82.96 - $110.1 $29.2M - $38.8M
703K $77.4M
AAPL
Apple Inc.

Technology
218K
+ 198.99%
$172.42 - $223.89 $37.5M - $48.7M
327K $67.1M
AMZN
Amazon Com Inc

Consumer Cyclical
136K
+ 190.6%
$167.32 - $223.3 $22.8M - $30.4M
208K $45.5M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
310K
New
$82.93 - $99.12 $25.7M - $30.7M
310K $30.7M
META
Meta Platforms, Inc.

Communication Services
40.8K
New
$484.66 - $738.09 $19.8M - $30.1M
40.8K $30.1M
MSFT
Microsoft Corp

Technology
52.6K
+ 194.69%
$354.56 - $497.45 $18.6M - $26.1M
79.5K $39.6M
NVDA
Nvidia Corp

Technology
90.1K
New
$94.31 - $157.99 $8.5M - $14.2M
90.1K $14.2M
GOOGL
Alphabet Inc.

Communication Services
80.5K
New
$144.7 - $178.6 $11.6M - $14.4M
80.5K $14.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
66.1K
New
$152.93 - $181.74 $10.1M - $12M
66.1K $12M
NFLX
Netflix Inc

Communication Services
4.22K
+ 100.81%
$855.86 - $1339.13 $3.61M - $5.65M
8.4K $11.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
93.6K
+ 146.77%
$55.54 - $69.09 $5.2M - $6.47M
157K $10.9M
IQLT
Ishares Msci Intl Quality Fact

ETFs
133K
+ 155.83%
$35.9 - $43.76 $4.77M - $5.82M
218K $9.44M
BRK-A
Berkshire Hathaway Inc

Financial Services
8
+ 100.0%
$725400.0 - $809350.0 $5.8M - $6.47M
16 $11.7M
MAA
Mid America Apartment Communities Inc.

Real Estate
37.8K
+ 100.0%
$145.91 - $168.0 $5.51M - $6.34M
75.5K $11.2M
GOOG
Alphabet Inc.

Communication Services
27.3K
New
$146.58 - $180.01 $4M - $4.91M
27.3K $4.84M
LMT
Lockheed Martin Corp

Industrials
10.1K
+ 914.49%
$430.82 - $486.45 $4.35M - $4.91M
11.2K $5.19M
AVGO
Broadcom Inc.

Technology
15.3K
New
$146.29 - $275.65 $2.23M - $4.2M
15.3K $4.2M
AES
Aes Corp

Utilities
368K
New
$9.63 - $12.55 $3.55M - $4.62M
368K $3.87M
TSLA
Tesla, Inc.

Consumer Cyclical
11.4K
New
$221.86 - $362.89 $2.53M - $4.13M
11.4K $3.62M
VIG
Vanguard Dividend Appreciation

ETFs
19.7K
+ 98.93%
N/A
39.7K $7.23M
CVS
Cvs Health Corp

Healthcare
51.9K
New
$60.04 - $70.18 $3.11M - $3.64M
51.9K $3.58M
JPM
Jpmorgan Chase & CO

Financial Services
10.1K
New
$210.28 - $289.91 $2.12M - $2.92M
10.1K $2.92M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.69K
+ 190.18%
$483.48 - $539.8 $2.75M - $3.07M
8.69K $4.22M
IBM
International Business Machines Corp

Technology
4.18K
+ 13.82%
$221.03 - $294.78 $923K - $1.23M
34.4K $10.1M
XOM
Exxon Mobil Corp

Energy
23K
New
$99.93 - $119.04 $2.3M - $2.74M
23K $2.48M
SAP
Sap Se

Technology
7.68K
+ 208.35%
$237.53 - $309.8 $1.83M - $2.38M
11.4K $3.46M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
18K
+ 101.37%
$121.58 - $136.74 $2.19M - $2.46M
35.8K $4.86M
LLY
Eli Lilly & CO

Healthcare
3.02K
+ 132.43%
$713.71 - $898.95 $2.15M - $2.71M
5.3K $4.13M
MS
Morgan Stanley

Financial Services
6.19K
+ 10.91%
$99.83 - $140.86 $618K - $872K
63K $8.87M
TPR
Tapestry, Inc.

Consumer Cyclical
6.24K
+ 6.89%
$60.6 - $87.81 $378K - $548K
96.9K $8.51M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.38K
+ 100.0%
$456.74 - $568.03 $1.55M - $1.92M
6.77K $3.84M
V
Visa Inc.

Financial Services
5.6K
New
$308.27 - $373.31 $1.73M - $2.09M
5.6K $1.99M
STT
State Street Corp

Financial Services
6.72K
+ 9.31%
$75.33 - $106.34 $506K - $715K
78.9K $8.39M
BAESY
Bae Systems PLC
17.5K
New
$77.22 - $108.92 $1.35M - $1.91M
17.5K $1.84M
VTV
Vanguard Value ETF

ETFs
8.5K
New
$153.67 - $176.74 $1.31M - $1.5M
8.5K $1.5M
HD
Home Depot, Inc.

Consumer Cyclical
3.88K
+ 22.36%
$335.24 - $380.78 $1.3M - $1.48M
21.2K $7.78M
AZN
Astrazeneca PLC

Healthcare
20.9K
+ 205.09%
$64.87 - $75.0 $1.36M - $1.57M
31.1K $2.17M
GLW
Corning Inc

Technology
7.58K
+ 5.32%
$39.07 - $52.59 $296K - $399K
150K $7.89M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
14.7K
New
$81.84 - $93.53 $1.21M - $1.38M
14.7K $1.37M
ACN
Accenture PLC

Technology
4.01K
New
$279.23 - $323.21 $1.12M - $1.3M
4.01K $1.2M
APO
Apollo Global Management, Inc.

Financial Services
8.44K
New
$108.68 - $145.07 $917K - $1.22M
8.44K $1.2M
HTHIY
Hitachi LTD Adr (10 Com)New

Industrials
34.2K
+ 101.57%
$19.0 - $29.8 $649K - $1.02M
67.8K $1.97M
MU
Micron Technology Inc

Technology
9.16K
New
$64.72 - $127.91 $593K - $1.17M
9.16K $1.13M
EFG
Msci Eafe Growth ETF

ETFs
9.11K
+ 101.97%
$89.8 - $112.0 $818K - $1.02M
18K $2.02M
AIQ
Global X Funds Global X Artifi

ETFs
22.1K
+ 100.0%
$31.5 - $43.69 $696K - $966K
44.2K $1.93M
DE
Deere & CO

Industrials
2.12K
+ 186.6%
$412.99 - $531.48 $874K - $1.12M
3.25K $1.65M
NVO
Novo Nordisk A S

Healthcare
16.3K
+ 171.03%
$58.08 - $81.05 $945K - $1.32M
25.8K $1.78M
COST
Costco Wholesale Corp

Consumer Defensive
1.05K
+ 106.26%
$908.13 - $1056.85 $955K - $1.11M
2.04K $2.02M
Activity Summary
Buys All Purchases 340 New Holdings 167 Increased Positions 173 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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