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
MA
Mastercard Inc

Financial Services
1
+ 0.02%
$504.67 - $576.31 $505 - $576
4.94K $2.71M
VTV
Vanguard Value ETF

ETFs
219
+ 1.18%
$167.73 - $179.21 $36.7K - $39.2K
18.7K $3.24M
MDLZ
Mondelez International, Inc.

Consumer Defensive
200
+ 1.88%
$56.12 - $68.15 $11.2K - $13.6K
10.8K $735K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.79K
+ 11.94%
$121.0 - $142.28 $337K - $396K
26.1K $3.25M
EPD
Enterprise Products Partners L.P.

Energy
1.93K
+ 20.9%
$31.75 - $34.14 $61.1K - $65.7K
11.1K $380K
ES
Eversource Energy

Utilities
4
+ 0.02%
$55.63 - $63.8 $223 - $255
17.7K $1.1M
NVO
Novo Nordisk A S

Healthcare
2.15K
+ 47.8%
$69.3 - $90.95 $149K - $196K
6.65K $462K
VFH
Vanguard Financial ETF

ETFs
323
+ 3.49%
$114.07 - $127.34 $36.8K - $41.1K
9.57K $1.14M
TXN
Texas Instruments Inc

Technology
263
+ 0.93%
N/A
28.6K $5.57M
AMAT
Applied Materials Inc

Technology
720
+ 23.41%
$145.06 - $195.51 $104K - $141K
3.8K $550K
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.01%
$85.68 - $97.5 $85.7 - $97.5
7.29K $683K
HYG
Ishares Tr

ETFs
121
+ 4.39%
$78.51 - $80.11 $9.5K - $9.69K
2.88K $227K
TIP
Ishares Tr Tips Bd ETF

ETFs
6
+ 0.3%
$106.22 - $111.09 $637 - $667
1.98K $220K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
49
+ 0.22%
$39.61 - $42.65 $1.94K - $2.09K
22.6K $923K
Blackrock Inc
5
+ 0.09%
N/A
5.73K $0
T Rowe Price ETF Inc
16.9K
+ 5.41%
N/A
329K $0
SMOT
Vaneck ETF Tr Morningstar Smid
26.1K
+ 3.34%
N/A
806K $0
Fidelity Wise Origin Bitcoin
1.56K
+ 19.31%
N/A
9.65K $0
Calamos ETF Tr
92.6K
New
N/A
92.6K $0
Bank America Corp
9
+ 1.47%
N/A
622 $0
Bny Mellon ETF Trust Ii
911K
New
N/A
911K $0
OGN
Organon & Co.

Healthcare
6
+ 0.02%
$14.29 - $16.41 $85.7 - $98.5
24.6K $365K
MCO
Moodys Corp

Financial Services
5
+ 0.95%
$437.8 - $527.48 $2.19K - $2.64K
530 $246K
RSP
Invesco S&P 500 Equal Weight E

ETFs
28
+ 0.63%
$169.43 - $182.84 $4.74K - $5.12K
4.49K $778K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.04%
$120.29 - $134.6 $120 - $135
2.33K $284K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
192
+ 4.47%
$77.67 - $90.15 $14.9K - $17.3K
4.49K $351K
TMO
Thermo Fisher Scientific Inc.

Healthcare
105
+ 3.35%
$497.6 - $606.74 $52.2K - $63.7K
3.24K $1.61M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
8.86K
+ 14.33%
$211.47 - $267.17 $1.87M - $2.37M
70.7K $14.9M
AXP
American Express CO

Financial Services
685
+ 8.22%
$255.39 - $325.87 $175K - $223K
9.02K $2.43M
AVGO
Broadcom Inc.

Technology
544
+ 18.5%
$167.43 - $244.7 $91.1K - $133K
3.49K $583K
MS
Morgan Stanley

Financial Services
13
+ 0.11%
$111.68 - $141.08 $1.45K - $1.83K
11.6K $1.36M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
4.66K
+ 4.06%
$96.88 - $111.25 $451K - $518K
119K $11.9M
TROW
Price T Rowe Group Inc

Financial Services
810
+ 8.87%
$91.57 - $116.93 $74.2K - $94.7K
9.95K $913K
TFC
Truist Financial Corp

Financial Services
17
+ 0.03%
$39.48 - $48.15 $671 - $819
64.6K $2.66M
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.03%
$217.89 - $252.64 $654 - $758
9.94K $2.2M
ETN
Eaton Corp PLC

Industrials
660
+ 10.87%
$271.83 - $371.23 $179K - $245K
6.73K $1.83M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
18
+ 0.3%
$165.25 - $224.62 $2.97K - $4.04K
6.06K $1.01M
PANW
Palo Alto Networks Inc

Technology
470
+ 1.83%
$167.82 - $208.28 $78.9K - $97.9K
26.1K $4.46M
PNC
Pnc Financial Services Group, Inc.

Financial Services
890
+ 4.13%
$168.84 - $202.89 $150K - $181K
22.4K $3.94M
HON
Honeywell International Inc

Industrials
65
+ 0.4%
$202.75 - $226.52 $13.2K - $14.7K
16.3K $3.44M
BAC
Bank Of America Corp

Financial Services
621
+ 0.54%
$39.61 - $47.74 $24.6K - $29.6K
115K $4.81M
PRU
Prudential Financial Inc

Financial Services
109
+ 0.26%
$105.04 - $122.33 $11.4K - $13.3K
42.3K $4.72M
EMR
Emerson Electric CO

Industrials
1.75K
+ 5.0%
$108.64 - $131.17 $190K - $230K
36.8K $4.03M
SPY
Spdr S&P 500 ETF Trust

ETFs
59
+ 0.33%
$551.42 - $612.93 $32.5K - $36.2K
18.2K $10.2M
GS
Goldman Sachs Group Inc

Financial Services
11
+ 0.06%
$524.81 - $672.19 $5.77K - $7.39K
18.9K $10.3M
MRK
Merck & Co., Inc.

Healthcare
1.92K
+ 2.65%
$83.01 - $101.02 $159K - $193K
74.1K $6.65M
CRM
Salesforce, Inc.

Technology
50
+ 0.54%
$268.36 - $359.95 $13.4K - $18K
9.26K $2.48M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.73K
+ 3.33%
$333.37 - $384.99 $577K - $667K
53.8K $18M
ORCL
Oracle Corp

Technology
1.78K
+ 2.96%
$139.81 - $186.47 $249K - $332K
61.9K $8.65M
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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