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
IJT
Ishares S&P Small Cap 600 Grow

ETFs
897
+ 4.0%
$134.53 - $150.65 $121K - $135K
23.3K $3.16M
XLY
Select Sector Spdr Consumer Di

ETFs
13
+ 1.26%
$194.8 - $239.43 $2.53K - $3.11K
1.05K $235K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
2.64K
+ 16.18%
$16.73 - $19.67 $44.1K - $51.8K
18.9K $327K
CODI
Compass Diversified Holdings

Industrials
645
+ 6.54%
$20.56 - $24.27 $13.3K - $15.7K
10.5K $242K
BSX
Boston Scientific Corp

Healthcare
25
+ 0.74%
$83.62 - $91.5 $2.09K - $2.29K
3.4K $303K
QUAL
Ishares Msci Usa Quality Facto

ETFs
132
+ 7.89%
$176.42 - $186.91 $23.3K - $24.7K
1.81K $321K
XEL
Xcel Energy Inc

Utilities
140
+ 3.22%
$62.16 - $72.92 $8.7K - $10.2K
4.49K $302K
WHR
Whirlpool Corp

Consumer Cyclical
25
+ 1.11%
$99.28 - $124.45 $2.48K - $3.11K
2.27K $259K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
345
+ 6.07%
$115.08 - $119.55 $39.7K - $41.2K
6.03K $697K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2
+ 0.05%
$81.6 - $90.89 $163 - $182
4.29K $368K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
180
+ 1.21%
$61.68 - $67.87 $11.1K - $12.2K
15.1K $940K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.91K
+ 104.42%
$25.33 - $51.16 $200K - $404K
15.5K $400K
AMAT
Applied Materials Inc

Technology
625
+ 25.5%
$161.44 - $213.89 $101K - $134K
3.08K $500K
Blackrock Inc
5.72K
New
N/A
5.72K $0
Fidelity Wise Origin Bitcoin
888
+ 12.33%
N/A
8.09K $0
Kenvue Inc
500
+ 3.65%
N/A
14.2K $0
SMOT
Vaneck ETF Tr Morningstar Smid
4.24K
+ 0.55%
N/A
780K $0
T Rowe Price ETF Inc
37.6K
+ 13.7%
N/A
312K $0
NEEPRR
Nextera Energy Inc Corporate U
1.18K
+ 12.41%
N/A
10.6K $0
Bank America Corp
12
+ 2.0%
N/A
613 $0
GLD
Spdr Gold Trust

ETFs
3
+ 0.11%
$236.59 - $257.5 $710 - $773
2.7K $653K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
348
+ 1.56%
$40.26 - $42.88 $14K - $14.9K
22.6K $914K
ABT
Abbott Laboratories

Healthcare
30
+ 0.37%
$111.93 - $119.39 $3.36K - $3.58K
8.21K $928K
HYG
Ishares Tr

ETFs
17
+ 0.62%
$78.09 - $80.04 $1.33K - $1.36K
2.76K $216K
VOOV
Vanguard S&P 500 Value ETF

ETFs
31
+ 1.96%
$184.21 - $199.29 $5.71K - $6.18K
1.61K $297K
PSTL
Postal Realty Trust, Inc.

Real Estate
1.23K
+ 8.16%
$12.83 - $14.74 $15.7K - $18.1K
16.2K $211K
SHEL
Shell PLC

Energy
200
+ 2.91%
$60.63 - $70.23 $12.1K - $14K
7.07K $443K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
6.67K
+ 13.26%
$2.96 - $4.24 $19.7K - $28.3K
57K $171K
XLE
Energy Sector Spdr

ETFs
15
+ 0.16%
$83.32 - $97.27 $1.25K - $1.46K
9.36K $801K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
3
+ 0.12%
$119.34 - $127.78 $358 - $383
2.56K $304K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.4K
+ 12.99%
$49.38 - $59.52 $69.1K - $83.3K
12.2K $615K
OGN
Organon & Co.

Healthcare
3.26K
+ 15.29%
$14.44 - $18.83 $47.1K - $61.4K
24.6K $366K
UL
Unilever PLC

Consumer Defensive
405
+ 4.78%
$56.7 - $64.64 $23K - $26.2K
8.87K $503K
ED
Consolidated Edison Inc

Utilities
448
+ 7.45%
$88.87 - $107.38 $39.8K - $48.1K
6.46K $576K
UPS
United Parcel Service Inc

Industrials
125
+ 1.93%
$122.65 - $138.35 $15.3K - $17.3K
6.6K $831K
NNN
National Retail Properties, Inc.

Real Estate
420
+ 4.78%
$39.77 - $49.34 $16.7K - $20.7K
9.2K $375K
NOC
Northrop Grumman Corp

Industrials
110
+ 6.15%
$466.52 - $543.88 $51.3K - $59.8K
1.9K $891K
PLD
Prologis, Inc.

Real Estate
92
+ 2.87%
$101.4 - $126.96 $9.33K - $11.7K
3.3K $349K
VZ
Verizon Communications Inc

Communication Services
3.47K
+ 8.58%
$39.6 - $45.21 $138K - $157K
44K $1.76M
CVX
Chevron Corp

Energy
199
+ 0.51%
$141.15 - $162.53 $28.1K - $32.3K
39.1K $5.66M
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.02%
$211.27 - $239.8 $211 - $240
4.56K $983K
NVO
Novo Nordisk A S

Healthcare
510
+ 12.78%
$85.0 - $120.04 $43.4K - $61.2K
4.5K $387K
CL
Colgate Palmolive CO

Consumer Defensive
53
+ 0.73%
$90.22 - $102.31 $4.78K - $5.42K
7.29K $662K
DD
Du Pont De Nemours, Inc.

Basic Materials
10
+ 0.14%
$75.95 - $88.05 $760 - $881
7.06K $538K
SWK
Stanley Black & Decker, Inc.

Industrials
1.07K
+ 16.64%
$79.07 - $109.36 $84.8K - $117K
7.51K $603K
MDLZ
Mondelez International, Inc.

Consumer Defensive
568
+ 5.64%
$59.25 - $72.99 $33.7K - $41.5K
10.6K $635K
ITA
Ishares Tr

ETFs
53
+ 0.19%
$144.31 - $157.31 $7.65K - $8.34K
27.7K $4.02M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.82K
+ 1.65%
$57.53 - $60.83 $105K - $111K
112K $6.47M
AMT
American Tower Corp

Real Estate
160
+ 4.0%
$179.4 - $232.01 $28.7K - $37.1K
4.16K $763K
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
Track This Portfolio

Track Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email