Principal Street Partners, LLC Incresed Positions in Q1 2025

Principal Street Partners, LLC

  • $534 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
62.6K
+ 21.69%
$92.45 - $106.69 $5.79M - $6.68M
351K $32.6M
UNM
Unum Group

Financial Services
512
+ 0.48%
$71.8 - $83.34 $36.8K - $42.7K
108K $8.8M
GILD
Gilead Sciences, Inc.

Healthcare
821
+ 1.08%
$89.14 - $117.41 $73.2K - $96.4K
76.8K $8.61M
T
At&T Inc.

Communication Services
7.22K
+ 2.31%
$21.56 - $28.28 $156K - $204K
320K $9.06M
SJM
J M Smucker CO

Consumer Defensive
17.2K
+ 42.41%
$100.41 - $118.41 $1.73M - $2.04M
57.7K $6.84M
DVN
Devon Energy Corp

Energy
42.8K
+ 36.78%
$33.15 - $38.55 $1.42M - $1.65M
159K $5.96M
MO
Altria Group, Inc.

Consumer Defensive
4.06K
+ 3.32%
$50.81 - $60.02 $206K - $243K
126K $7.57M
BMY
Bristol Myers Squibb CO

Healthcare
4.02K
+ 3.4%
$53.9 - $63.11 $217K - $254K
122K $7.46M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.13K
+ 7.17%
$551.42 - $612.93 $1.72M - $1.92M
46.7K $26.1M
JNJ
Johnson & Johnson

Healthcare
5.41K
+ 16.16%
$142.06 - $167.7 $769K - $908K
38.9K $6.45M
SNA
Snap On Inc

Industrials
539
+ 3.18%
$324.09 - $358.62 $175K - $193K
17.5K $5.89M
NFLX
Netflix Inc

Communication Services
9
+ 0.22%
$828.4 - $1058.6 $7.46K - $9.53K
4.18K $3.9M
CVX
Chevron Corp

Energy
58
+ 0.15%
$146.71 - $167.97 $8.51K - $9.74K
37.7K $6.3M
XEL
Xcel Energy Inc

Utilities
3.4K
+ 3.69%
$63.37 - $72.1 $216K - $245K
95.6K $6.77M
UPS
United Parcel Service Inc

Industrials
14.1K
+ 42.08%
$109.66 - $136.26 $1.55M - $1.92M
47.7K $5.24M
DUK
Duke Energy Corp

Utilities
2.64K
+ 5.11%
$105.87 - $121.97 $280K - $322K
54.3K $6.62M
VZ
Verizon Communications Inc

Communication Services
13.2K
+ 10.26%
$37.81 - $46.49 $501K - $616K
142K $6.45M
AVGO
Broadcom Inc.

Technology
4.13K
+ 45.38%
$167.43 - $244.7 $692K - $1.01M
13.2K $2.22M
HTHIY
Hitachi LTD Adr (10 Com)New

Industrials
30.3K
+ 905.86%
$23.45 - $56.63 $711K - $1.72M
33.6K $788K
ETR
Entergy Corp

Utilities
32.8K
+ 67.57%
$75.26 - $87.89 $2.47M - $2.88M
81.3K $6.95M
TRGP
Targa Resources Corp.

Energy
2.2K
+ 146.21%
$178.44 - $217.22 $392K - $477K
3.7K $741K
CAG
Conagra Brands Inc.

Consumer Defensive
53.9K
+ 33.04%
$23.9 - $27.67 $1.29M - $1.49M
217K $5.78M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
44.1K
+ 26.85%
$25.93 - $29.28 $1.14M - $1.29M
208K $5.66M
ALLY
Ally Financial Inc.

Financial Services
9.31K
+ 7.01%
$32.99 - $40.09 $307K - $373K
142K $5.18M
ZION
Zions Bancorporation, National Association

Financial Services
1.82K
+ 1.51%
$47.0 - $59.03 $85.4K - $107K
122K $6.08M
TSLA
Tesla, Inc.

Consumer Cyclical
1.49K
+ 32.79%
$222.15 - $428.22 $330K - $636K
6.01K $1.56M
V
Visa Inc.

Financial Services
14
+ 0.29%
$306.92 - $362.71 $4.3K - $5.08K
4.89K $1.71M
CWEN
Clearway Energy, Inc.

Utilities
14.7K
+ 7.12%
$24.63 - $30.42 $363K - $448K
222K $6.71M
AMGN
Amgen Inc

Healthcare
1.7K
+ 8.92%
$258.59 - $327.36 $440K - $557K
20.8K $6.48M
STT
State Street Corp

Financial Services
2.28K
+ 3.27%
$84.47 - $102.23 $193K - $233K
72.2K $6.46M
CTAS
Cintas Corp

Industrials
1.19K
+ 300.0%
$182.09 - $208.14 $217K - $248K
1.59K $326K
DMLP
Dorchester Minerals, L.P.

Energy
7.95K
+ 82.34%
$29.17 - $34.68 $232K - $276K
17.6K $529K
GLW
Corning Inc

Technology
2.04K
+ 1.45%
$44.91 - $54.25 $91.5K - $111K
142K $6.52M
COP
Conocophillips

Energy
1.72K
+ 23.86%
$88.6 - $105.85 $152K - $182K
8.9K $935K
META
Meta Platforms, Inc.

Communication Services
195
+ 1.19%
$576.36 - $736.67 $112K - $144K
16.7K $9.6M
SAP
Sap Se

Technology
35
+ 0.96%
$241.4 - $293.69 $8.45K - $10.3K
3.69K $990K
MNST
Monster Beverage Corp

Consumer Defensive
1.37K
+ 12.04%
$46.16 - $58.58 $63.2K - $80.3K
12.7K $745K
CMA
Comerica Inc

Financial Services
3.9K
+ 4.11%
$56.11 - $68.38 $219K - $266K
98.7K $5.83M
GRMN
Garmin LTD

Technology
94
+ 2.99%
$204.55 - $241.93 $19.2K - $22.7K
3.24K $702K
ARCC
Ares Capital Corp

Financial Services
4.78K
+ 30.61%
$21.28 - $23.81 $102K - $114K
20.4K $451K
HSBC
Hsbc Holdings PLC

Financial Services
1.01K
+ 21.15%
$48.68 - $61.58 $49.3K - $62.3K
5.8K $332K
KR
Kroger CO

Consumer Defensive
445
+ 6.2%
$58.36 - $67.72 $26K - $30.1K
7.62K $515K
TXN
Texas Instruments Inc

Technology
514
+ 1.58%
N/A
33.1K $6.45M
MRK
Merck & Co., Inc.

Healthcare
3.41K
+ 39.45%
$83.01 - $101.02 $283K - $345K
12.1K $1.08M
WFC
Wells Fargo & Company

Financial Services
614
+ 17.65%
$66.78 - $81.42 $41K - $50K
4.09K $293K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
103
+ 4.61%
$402.49 - $513.76 $41.5K - $52.9K
2.34K $1.13M
CSCO
Cisco Systems, Inc.

Technology
77
+ 0.85%
$58.74 - $64.87 $4.52K - $4.99K
9.17K $566K
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
552
+ 2.32%
$15.18 - $19.72 $8.38K - $10.9K
24.3K $465K
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 2.27%
$890.62 - $1076.86 $19.6K - $23.7K
990 $936K
Activity Summary
Buys All Purchases 141 New Holdings 37 Increased Positions 104 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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