Principle Wealth Partners LLC Purchases in Q1 2025

Principle Wealth Partners LLC

  • $1.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
358K
+ 32.75%
$45.72 - $51.73 $16.4M - $18.5M
1.45M $66.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.34K
+ 10.32%
$442.66 - $534.52 $1.04M - $1.25M
25.1K $13.3M
JNJ
Johnson & Johnson

Healthcare
635
+ 0.57%
$142.06 - $167.7 $90.2K - $106K
112K $18.6M
NVDA
Nvidia Corp

Technology
58K
+ 32.88%
$106.98 - $149.43 $6.2M - $8.67M
234K $25.4M
VST
Vistra Corp.

Utilities
11.1K
New
$108.49 - $191.89 $1.2M - $2.13M
11.1K $1.3M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
32K
+ 37.47%
$51.45 - $58.51 $1.65M - $1.87M
118K $6.09M
D
Dominion Energy, Inc

Utilities
20.8K
+ 51.21%
$52.85 - $57.43 $1.1M - $1.2M
61.5K $3.45M
SO
Southern CO

Utilities
2.02K
+ 1.96%
$80.96 - $92.96 $163K - $187K
105K $9.65M
PLTR
Palantir Technologies Inc.

Technology
9.39K
+ 76.43%
$64.98 - $124.62 $610K - $1.17M
21.7K $1.83M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
18.8K
New
$39.44 - $47.66 $743K - $898K
18.8K $860K
AEP
American Electric Power CO Inc

Utilities
335
+ 0.96%
$90.32 - $109.27 $30.3K - $36.6K
35.3K $3.85M
ASML
Asml Holding Nv

Technology
875
+ 31.86%
$662.63 - $776.99 $580K - $680K
3.62K $2.4M
EXC
Exelon Corp

Utilities
1.73K
+ 3.5%
$37.3 - $46.08 $64.3K - $79.5K
51K $2.35M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.43K
+ 8.39%
$56.17 - $59.71 $530K - $563K
122K $6.96M
META
Meta Platforms, Inc.

Communication Services
1.03K
+ 10.08%
$576.36 - $736.67 $593K - $758K
11.2K $6.48M
LLY
Eli Lilly & CO

Healthcare
73
+ 1.12%
$725.72 - $929.72 $53K - $67.9K
6.62K $5.46M
GD
General Dynamics Corp

Industrials
586
+ 2.14%
$241.94 - $272.58 $142K - $160K
28K $7.64M
DVN
Devon Energy Corp

Energy
9.93K
New
$33.15 - $38.55 $329K - $383K
9.93K $371K
CCI
Crown Castle International Corp

Real Estate
3.12K
New
$84.33 - $106.39 $263K - $332K
3.12K $325K
VZ
Verizon Communications Inc

Communication Services
1.76K
+ 4.01%
$37.81 - $46.49 $66.6K - $81.9K
45.7K $2.07M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
4.2K
New
$73.16 - $83.16 $307K - $349K
4.2K $312K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
3.12K
New
$99.16 - $99.52 $310K - $311K
3.12K $310K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
13.2K
New
$20.96 - $23.51 $276K - $309K
13.2K $294K
O
Realty Income Corp

Real Estate
4.47K
+ 83.2%
$51.67 - $58.49 $231K - $262K
9.85K $571K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.54K
New
$79.66 - $108.41 $203K - $276K
2.54K $275K
ENB
Enbridge Inc

Energy
5.26K
+ 56.82%
$41.54 - $45.45 $219K - $239K
14.5K $643K
FPE
First Tr Pfd Secs & Income ETF

ETFs
13.6K
New
$17.53 - $17.87 $238K - $243K
13.6K $239K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.62K
New
$50.48 - $51.04 $233K - $236K
4.62K $234K
PAGP
Plains Gp Holdings LP

Energy
10.9K
New
$18.52 - $22.13 $202K - $242K
10.9K $233K
FDVV
Fidelity High Dividend ETF

ETFs
5.23K
+ 6.84%
$48.86 - $52.28 $256K - $273K
81.7K $4.05M
TPL
Texas Pacific Land Corp

Energy
40
+ 4.91%
$1180.08 - $1431.01 $47.2K - $57.2K
854 $1.13M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.25K
New
$87.68 - $94.52 $197K - $212K
2.25K $210K
WU
Western Union CO

Financial Services
19.5K
New
$10.24 - $11.62 $199K - $226K
19.5K $205K
IAU
Ishares Gold Trust

ETFs
750
+ 4.56%
$49.74 - $58.96 $37.3K - $44.2K
17.2K $1.01M
BX
Blackstone Inc.

Financial Services
5.63K
+ 30.98%
$136.53 - $186.74 $768K - $1.05M
23.8K $3.32M
ET
Energy Transfer LP

Energy
10.1K
New
$17.26 - $21.08 $174K - $212K
10.1K $186K
UNH
Unitedhealth Group Inc

Healthcare
92
+ 1.22%
$461.52 - $548.18 $42.5K - $50.4K
7.61K $3.99M
SBLK
Star Bulk Carriers Corp.

Industrials
10.9K
New
$14.35 - $17.15 $157K - $187K
10.9K $169K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.74K
+ 94.9%
$65.15 - $91.81 $243K - $343K
7.68K $500K
NFLX
Netflix Inc

Communication Services
6
+ 0.16%
$828.4 - $1058.6 $4.97K - $6.35K
3.83K $3.58M
QCOM
Qualcomm Inc

Technology
1.05K
+ 2.64%
$151.94 - $175.86 $160K - $185K
40.8K $6.27M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2
+ 0.0%
$58.01 - $64.46 $116 - $129
49.4K $3.07M
PVAL
Putnam ETF Tr Putnam Focused L
3.75K
+ 49.97%
$36.8 - $39.59 $138K - $149K
11.3K $429K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
650
+ 3.75%
$128.74 - $138.67 $83.7K - $90.1K
18K $2.44M
ISRG
Intuitive Surgical Inc

Healthcare
460
+ 14.1%
$476.63 - $610.45 $219K - $281K
3.72K $1.84M
MO
Altria Group, Inc.

Consumer Defensive
553
+ 4.12%
$50.81 - $60.02 $28.1K - $33.2K
14K $839K
NOC
Northrop Grumman Corp

Industrials
105
+ 5.53%
$433.45 - $513.82 $45.5K - $54K
2K $1.03M
DEA
Easterly Government Properties, Inc.

Real Estate
12.7K
+ 106.37%
$10.26 - $11.77 $130K - $149K
24.6K $261K
UBER
Uber Technologies, Inc

Technology
460
+ 7.43%
$63.17 - $81.49 $29.1K - $37.5K
6.66K $484K
Activity Summary
Buys All Purchases 106 New Holdings 18 Increased Positions 88 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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