Principle Wealth Partners LLC Purchases in Q2 2025

Principle Wealth Partners LLC

  • $1.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.23M
+ 85.0%
$40.94 - $52.1 $50.5M - $64.2M
2.68M $140M
NVDA
Nvidia Corp

Technology
59.6K
+ 25.45%
$94.31 - $157.99 $5.62M - $9.42M
294K $46.4M
JPM
Jpmorgan Chase & CO

Financial Services
3.71K
+ 1.05%
$210.28 - $289.91 $780K - $1.07M
356K $103M
MSFT
Microsoft Corp

Technology
3.16K
+ 2.9%
$354.56 - $497.45 $1.12M - $1.57M
112K $55.7M
VUG
Vanguard Growth ETF

ETFs
3.1K
+ 2.49%
$329.49 - $438.4 $1.02M - $1.36M
128K $56M
AMZN
Amazon Com Inc

Consumer Cyclical
9.29K
+ 6.11%
$167.32 - $223.3 $1.55M - $2.08M
161K $35.4M
META
Meta Platforms, Inc.

Communication Services
4.41K
+ 39.2%
$484.66 - $738.09 $2.13M - $3.25M
15.6K $11.5M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.67K
+ 3.1%
$299.15 - $396.54 $499K - $661K
55.5K $22M
GS
Goldman Sachs Group Inc

Financial Services
209
+ 1.11%
$462.22 - $707.75 $96.6K - $148K
19.1K $13.5M
GOOGL
Alphabet Inc.

Communication Services
4.33K
+ 4.82%
$144.7 - $178.6 $627K - $774K
94.1K $16.6M
TSLA
Tesla, Inc.

Consumer Cyclical
3.89K
+ 20.4%
$221.86 - $362.89 $862K - $1.41M
22.9K $7.28M
GOOG
Alphabet Inc.

Communication Services
588
+ 0.61%
$146.58 - $180.01 $86.2K - $106K
96.4K $17.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
24.5K
+ 20.86%
$45.88 - $54.4 $1.12M - $1.33M
142K $7.73M
VST
Vistra Corp.

Utilities
3.95K
+ 35.65%
$98.07 - $195.04 $387K - $770K
15K $2.91M
NFLX
Netflix Inc

Communication Services
21
+ 0.55%
$855.86 - $1339.13 $18K - $28.1K
3.86K $5.16M
PLTR
Palantir Technologies Inc.

Technology
2.87K
+ 13.25%
$74.01 - $144.25 $213K - $414K
24.6K $3.35M
BX
Blackstone Inc.

Financial Services
8.28K
+ 34.81%
$120.07 - $151.11 $994K - $1.25M
32.1K $4.8M
PANW
Palo Alto Networks Inc

Technology
2.51K
+ 9.61%
$152.44 - $204.64 $383K - $514K
28.7K $5.86M
VOT
Vanguard Mid Cap Growth Index

ETFs
4.59K
New
$216.28 - $284.39 $993K - $1.31M
4.59K $1.31M
EMR
Emerson Electric CO

Industrials
2.74K
+ 7.44%
$94.15 - $133.33 $258K - $365K
39.5K $5.27M
QQQ
Invesco Qqq Trust, Series 1

ETFs
53
+ 0.4%
$416.06 - $551.64 $22.1K - $29.2K
13.2K $7.3M
CVX
Chevron Corp

Energy
14.2K
+ 36.68%
$133.73 - $168.51 $1.9M - $2.4M
53K $7.59M
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 0.06%
$496.48 - $617.85 $4.96K - $6.18K
18.2K $11.2M
ASML
Asml Holding Nv

Technology
536
+ 14.8%
$595.37 - $815.24 $319K - $437K
4.16K $3.33M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
17.9K
+ 20.88%
$50.36 - $50.68 $899K - $905K
103K $5.24M
V
Visa Inc.

Financial Services
1.91K
+ 5.08%
$308.27 - $373.31 $588K - $712K
39.4K $14M
BA
Boeing CO

Industrials
36
+ 0.18%
$136.59 - $217.51 $4.92K - $7.83K
19.5K $4.09M
AVGO
Broadcom Inc.

Technology
1.38K
+ 39.48%
$146.29 - $275.65 $201K - $379K
4.86K $1.34M
COST
Costco Wholesale Corp

Consumer Defensive
498
+ 8.98%
$908.13 - $1056.85 $452K - $526K
6.04K $5.98M
IWS
Ishares Russell Midcap Value E

ETFs
5.16K
New
$110.58 - $132.14 $570K - $681K
5.16K $681K
VOE
Vanguard Mid Cap Value Index F

ETFs
4.13K
New
$141.87 - $164.49 $585K - $679K
4.13K $678K
BAC
Bank Of America Corp

Financial Services
357
+ 0.31%
$34.39 - $47.46 $12.3K - $16.9K
116K $5.47M
MA
Mastercard Inc

Financial Services
984
+ 19.9%
$479.92 - $590.74 $472K - $581K
5.93K $3.33M
VGSH
Vanguard

ETFs
10.4K
New
$58.32 - $58.95 $606K - $612K
10.4K $610K
PYPL
Pay Pal Holdings, Inc.

Financial Services
6.9K
+ 89.9%
$57.41 - $74.81 $396K - $516K
14.6K $1.08M
ETN
Eaton Corp PLC

Industrials
20
+ 0.3%
$246.52 - $356.99 $4.93K - $7.14K
6.75K $2.41M
DVY
Ishares Tr

ETFs
4.67K
+ 12.15%
$118.37 - $134.86 $552K - $629K
43.1K $5.72M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
511
+ 10.12%
$456.74 - $568.03 $233K - $290K
5.56K $3.16M
GE
General Electric CO

Industrials
12
+ 0.13%
$166.81 - $257.39 $2K - $3.09K
9.55K $2.46M
HD
Home Depot, Inc.

Consumer Cyclical
1.42K
+ 3.6%
$335.24 - $380.78 $475K - $540K
40.8K $15M
CRWD
Crowd Strike Holdings, Inc.

Technology
787
+ 112.91%
$321.63 - $509.31 $253K - $401K
1.48K $755K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.43K
+ 13.69%
$483.48 - $539.8 $1.66M - $1.85M
28.5K $13.8M
PAYX
Paychex Inc

Industrials
3.14K
New
$137.01 - $159.78 $430K - $502K
3.14K $456K
PH
Parker Hannifin Corp

Industrials
278
+ 9.64%
$517.23 - $700.54 $144K - $195K
3.16K $2.21M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.17K
New
$82.21 - $83.12 $425K - $429K
5.17K $428K
PNC
Pnc Financial Services Group, Inc.

Financial Services
990
+ 4.41%
$149.76 - $186.42 $148K - $185K
23.4K $4.37M
WMT
Walmart Inc.

Consumer Defensive
2.42K
+ 13.33%
$81.79 - $99.98 $198K - $242K
20.6K $2.01M
TT
Trane Technologies PLC

Industrials
936
New
$315.21 - $437.41 $295K - $409K
936 $409K
XLK
Technology Sector Spdr

ETFs
26
+ 0.31%
$179.73 - $253.23 $4.67K - $6.58K
8.5K $2.15M
Activity Summary
Buys All Purchases 185 New Holdings 32 Increased Positions 153 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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