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
FISV
Fiserv Inc

Technology
29
+ 0.61%
N/A
4.79K $599K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
19
+ 0.12%
$19.58 - $19.93 $372 - $379
16.4K $326K
Or Royalties Inc.
25.2K
New
N/A
25.2K $0
WEC
Wec Energy Group, Inc.

Utilities
125
+ 4.51%
$102.24 - $109.76 $12.8K - $13.7K
2.9K $301K
Brookfield Corp
3.43K
New
N/A
3.43K $0
Ge Vernova Inc
134
+ 6.68%
N/A
2.14K $0
IDVO
Amplify ETF Tr Intl Enhanced D
18.8K
New
N/A
18.8K $0
Fidelity Wise Origin Bitcoin
2.17K
+ 22.51%
N/A
11.8K $0
Microchip Technology Inc.
6.23K
New
N/A
6.23K $0
Bny Mellon ETF Trust Ii
2.7M
+ 296.0%
N/A
3.61M $0
Linde PLC
323
+ 26.41%
N/A
1.55K $0
Bank America Corp
25
+ 4.02%
N/A
647 $0
O
Realty Income Corp

Real Estate
36
+ 0.37%
$52.27 - $58.52 $1.88K - $2.11K
9.88K $569K
GILD
Gilead Sciences, Inc.

Healthcare
16
+ 0.64%
$96.91 - $113.0 $1.55K - $1.81K
2.52K $278K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.01%
$63.54 - $68.5 $63.5 - $68.5
10.8K $731K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1
+ 0.02%
$90.85 - $102.31 $90.9 - $102
5.34K $537K
CMCSA
Comcast Corp

Communication Services
205
+ 1.29%
$32.84 - $36.72 $6.73K - $7.53K
16.1K $574K
MO
Altria Group, Inc.

Consumer Defensive
115
+ 0.82%
$55.56 - $60.91 $6.39K - $7K
14.1K $826K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.01%
$68.13 - $74.77 $68.1 - $74.8
14.8K $1.08M
DD
Du Pont De Nemours, Inc.

Basic Materials
190
+ 2.75%
$55.13 - $75.25 $10.5K - $14.3K
7.11K $487K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.04%
$248.61 - $294.96 $249 - $295
2.58K $728K
CHD
Church & Dwight CO Inc

Consumer Defensive
200
+ 4.17%
$91.57 - $110.76 $18.3K - $22.2K
5K $480K
VDE
Vanguard Energy ETF

ETFs
1
+ 0.02%
$105.87 - $130.56 $106 - $131
5.47K $650K
ELV
Elevance Health, Inc.

Healthcare
26
+ 1.05%
$372.27 - $452.69 $9.68K - $11.8K
2.5K $972K
TMO
Thermo Fisher Scientific Inc.

Healthcare
476
+ 14.7%
$390.26 - $489.06 $186K - $233K
3.71K $1.51M
ALL
Allstate Corp

Financial Services
5
+ 0.02%
$180.53 - $212.64 $903 - $1.06K
25.1K $5.05M
PRU
Prudential Financial Inc

Financial Services
39
+ 0.09%
$95.12 - $112.71 $3.71K - $4.4K
42.3K $4.55M
LLY
Eli Lilly & CO

Healthcare
139
+ 2.1%
$713.71 - $898.95 $99.2K - $125K
6.76K $5.27M
KMB
Kimberly Clark Corp

Consumer Defensive
63
+ 0.15%
$126.84 - $145.22 $7.99K - $9.15K
42.8K $5.52M
MRK
Merck & Co., Inc.

Healthcare
2.7K
+ 3.64%
$73.47 - $87.12 $198K - $235K
76.8K $6.08M
PG
Procter & Gamble CO

Consumer Defensive
137
+ 0.19%
$157.66 - $172.39 $21.6K - $23.6K
73.2K $11.7M
MCD
Mcdonalds Corp

Consumer Cyclical
563
+ 0.83%
$285.55 - $321.23 $161K - $181K
68.2K $19.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.86K
+ 0.3%
$24.32 - $27.87 $69.6K - $79.8K
951K $25.2M
AAPL
Apple Inc.

Technology
8.61K
+ 2.34%
$172.42 - $223.89 $1.48M - $1.93M
377K $77.3M
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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