Principle Wealth Partners LLC Purchases in Q4 2024

Principle Wealth Partners LLC

  • $1.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
112K
+ 11.44%
$46.94 - $51.62 $5.26M - $5.79M
1.09M $54.6M
AAPL
Apple Inc.

Technology
723
+ 0.2%
$221.69 - $259.02 $160K - $187K
371K $92.8M
GOOG
Alphabet Inc.

Communication Services
1.64K
+ 1.73%
$163.08 - $198.16 $267K - $324K
96K $18.3M
GOOGL
Alphabet Inc.

Communication Services
272
+ 0.3%
$161.86 - $196.66 $44K - $53.5K
90K $17M
ASML
Asml Holding Nv

Technology
2.75K
New
$658.43 - $872.27 $1.81M - $2.4M
2.75K $1.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.21M
+ 221.59%
$26.93 - $84.95 $32.5M - $102M
1.75M $47.8M
DVY
Ishares Tr

ETFs
14.2K
+ 48.38%
$129.55 - $143.41 $1.84M - $2.04M
43.6K $5.72M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
18.3K
+ 7.08%
$113.92 - $127.38 $2.09M - $2.34M
277K $32M
D
Dominion Energy, Inc

Utilities
29.6K
+ 268.05%
$52.63 - $60.92 $1.56M - $1.81M
40.7K $2.19M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
24
+ 0.05%
$340.59 - $380.5 $8.17K - $9.13K
52.1K $19.1M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
4.99K
+ 4.54%
$103.6 - $112.52 $517K - $561K
115K $12M
PANW
Palo Alto Networks Inc

Technology
13.4K
+ 110.0%
$181.96 - $405.9 $2.45M - $5.46M
25.7K $4.67M
UBER
Uber Technologies, Inc

Technology
6.2K
New
$59.93 - $86.34 $371K - $535K
6.2K $373K
BX
Blackstone Inc.

Financial Services
100
+ 0.55%
$148.45 - $199.05 $14.8K - $19.9K
18.2K $3.13M
DUK
Duke Energy Corp

Utilities
5.9K
+ 16.42%
$105.76 - $120.76 $624K - $712K
41.8K $4.5M
CAG
Conagra Brands Inc.

Consumer Defensive
10.6K
New
$26.48 - $32.72 $281K - $347K
10.6K $294K
PVAL
Putnam ETF Tr Putnam Focused L
7.51K
New
$36.85 - $39.99 $277K - $300K
7.51K $278K
META
Meta Platforms, Inc.

Communication Services
168
+ 1.67%
$554.08 - $632.68 $93.1K - $106K
10.2K $6.02M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.93K
+ 4.56%
$50.37 - $50.6 $299K - $300K
136K $6.85M
MRVL
Marvell Technology, Inc.

Technology
2.04K
New
$70.31 - $124.78 $143K - $254K
2.04K $225K
CRWD
Crowd Strike Holdings, Inc.

Technology
647
New
$275.15 - $388.2 $178K - $251K
647 $221K
VRSN
Verisign Inc

Technology
1.05K
New
$176.68 - $206.96 $185K - $216K
1.05K $216K
AVGO
Broadcom Inc.

Technology
189
+ 6.87%
$159.67 - $250.0 $30.2K - $47.3K
2.94K $681K
VOT
Vanguard Mid Cap Growth Index

ETFs
804
New
$241.48 - $274.89 $194K - $221K
804 $204K
LVHI
Franklin International Low Vol

ETFs
8.34K
+ 9.22%
$29.98 - $31.57 $250K - $263K
98.8K $3.02M
TPL
Texas Pacific Land Corp

Energy
25
+ 3.17%
$915.49 - $1730.0 $22.9K - $43.3K
814 $900K
BWA
Borgwarner Inc

Consumer Cyclical
6.3K
New
$31.48 - $35.49 $198K - $224K
6.3K $200K
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 0.28%
$873.59 - $994.69 $14K - $15.9K
5.74K $5.25M
ADP
Automatic Data Processing Inc

Industrials
13
+ 0.12%
$280.08 - $307.97 $3.64K - $4K
11K $3.21M
VO
Vanguard Mid Cap ETF

ETFs
539
+ 1.72%
$261.5 - $284.63 $141K - $153K
31.9K $8.43M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
27
+ 0.45%
$172.07 - $207.36 $4.65K - $5.6K
6.05K $1.19M
KNTK
Kinetik Holdings Inc.

Energy
1.03K
+ 16.69%
$45.65 - $61.95 $47K - $63.8K
7.2K $411K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.21K
+ 1.99%
$238.25 - $261.28 $288K - $316K
61.8K $15M
INTU
Intuit Inc

Technology
118
+ 9.75%
$602.01 - $706.25 $71K - $83.3K
1.33K $834K
USB
Us Bancorp \De\

Financial Services
30
+ 0.08%
$43.98 - $53.66 $1.32K - $1.61K
38.3K $1.83M
BMY
Bristol Myers Squibb CO

Healthcare
52
+ 0.36%
$51.92 - $59.94 $2.7K - $3.12K
14.6K $825K
XLK
Technology Sector Spdr

ETFs
56
+ 0.66%
$220.26 - $241.44 $12.3K - $13.5K
8.53K $1.98M
HTGC
Hercules Capital, Inc.

Financial Services
3.12K
+ 19.18%
$18.53 - $20.22 $57.8K - $63.1K
19.4K $389K
SCHW
Schwab Charles Corp

Financial Services
150
+ 2.67%
$63.31 - $82.85 $9.5K - $12.4K
5.78K $427K
IWF
Ishares Russell 1000 Gr ETF

ETFs
24
+ 1.16%
$370.24 - $418.94 $8.89K - $10.1K
2.09K $840K
FDVV
Fidelity High Dividend ETF

ETFs
2.23K
+ 3.0%
$49.66 - $52.63 $110K - $117K
76.4K $3.82M
CWENA
Clearway Energy Inc Cl A
1.58K
+ 14.96%
N/A
12.1K $419K
SPYG
Spdr Portfolio

ETFs
145
+ 2.03%
$81.74 - $91.38 $11.9K - $13.3K
7.28K $639K
ETN
Eaton Corp PLC

Industrials
126
+ 2.12%
$326.96 - $377.52 $41.2K - $47.6K
6.07K $2.01M
EPD
Enterprise Products Partners L.P.

Energy
565
+ 6.53%
$28.66 - $34.43 $16.2K - $19.5K
9.21K $288K
COLB
Columbia Banking System, Inc.

Financial Services
1.1K
+ 14.27%
$25.29 - $32.01 $27.9K - $35.3K
8.84K $238K
AEP
American Electric Power CO Inc

Utilities
3.87K
+ 12.45%
$90.91 - $102.21 $351K - $395K
34.9K $3.22M
VB
Vanguard Small Cap ETF

ETFs
6
+ 0.06%
$233.76 - $261.58 $1.4K - $1.57K
9.94K $2.39M
CME
Cme Group Inc.

Financial Services
18
+ 0.82%
$221.17 - $246.02 $3.98K - $4.43K
2.22K $515K
Activity Summary
Buys All Purchases 112 New Holdings 10 Increased Positions 102 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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