Principle Wealth Partners LLC Incresed Positions in Q1 2025

Principle Wealth Partners LLC

  • $1.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
358K
+ 32.75%
$45.72 - $51.73 $16.4M - $18.5M
1.45M $66.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.34K
+ 10.32%
$442.66 - $534.52 $1.04M - $1.25M
25.1K $13.3M
JNJ
Johnson & Johnson

Healthcare
635
+ 0.57%
$142.06 - $167.7 $90.2K - $106K
112K $18.6M
NVDA
Nvidia Corp

Technology
58K
+ 32.88%
$106.98 - $149.43 $6.2M - $8.67M
234K $25.4M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
32K
+ 37.47%
$51.45 - $58.51 $1.65M - $1.87M
118K $6.09M
D
Dominion Energy, Inc

Utilities
20.8K
+ 51.21%
$52.85 - $57.43 $1.1M - $1.2M
61.5K $3.45M
SO
Southern CO

Utilities
2.02K
+ 1.96%
$80.96 - $92.96 $163K - $187K
105K $9.65M
PLTR
Palantir Technologies Inc.

Technology
9.39K
+ 76.43%
$64.98 - $124.62 $610K - $1.17M
21.7K $1.83M
AEP
American Electric Power CO Inc

Utilities
335
+ 0.96%
$90.32 - $109.27 $30.3K - $36.6K
35.3K $3.85M
EXC
Exelon Corp

Utilities
1.73K
+ 3.5%
$37.3 - $46.08 $64.3K - $79.5K
51K $2.35M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.43K
+ 8.39%
$56.17 - $59.71 $530K - $563K
122K $6.96M
META
Meta Platforms, Inc.

Communication Services
1.03K
+ 10.08%
$576.36 - $736.67 $593K - $758K
11.2K $6.48M
LLY
Eli Lilly & CO

Healthcare
73
+ 1.12%
$725.72 - $929.72 $53K - $67.9K
6.62K $5.46M
GD
General Dynamics Corp

Industrials
586
+ 2.14%
$241.94 - $272.58 $142K - $160K
28K $7.64M
VZ
Verizon Communications Inc

Communication Services
1.76K
+ 4.01%
$37.81 - $46.49 $66.6K - $81.9K
45.7K $2.07M
O
Realty Income Corp

Real Estate
4.47K
+ 83.2%
$51.67 - $58.49 $231K - $262K
9.85K $571K
ENB
Enbridge Inc

Energy
5.26K
+ 56.82%
$41.54 - $45.45 $219K - $239K
14.5K $643K
FDVV
Fidelity High Dividend ETF

ETFs
5.23K
+ 6.84%
$48.86 - $52.28 $256K - $273K
81.7K $4.05M
TPL
Texas Pacific Land Corp

Energy
40
+ 4.91%
$1180.08 - $1431.01 $47.2K - $57.2K
854 $1.13M
IAU
Ishares Gold Trust

ETFs
750
+ 4.56%
$49.74 - $58.96 $37.3K - $44.2K
17.2K $1.01M
BX
Blackstone Inc.

Financial Services
5.63K
+ 30.98%
$136.53 - $186.74 $768K - $1.05M
23.8K $3.32M
UNH
Unitedhealth Group Inc

Healthcare
92
+ 1.22%
$461.52 - $548.18 $42.5K - $50.4K
7.61K $3.99M
NFLX
Netflix Inc

Communication Services
6
+ 0.16%
$828.4 - $1058.6 $4.97K - $6.35K
3.83K $3.58M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.74K
+ 94.9%
$65.15 - $91.81 $243K - $343K
7.68K $500K
QCOM
Qualcomm Inc

Technology
1.05K
+ 2.64%
$151.94 - $175.86 $160K - $185K
40.8K $6.27M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2
+ 0.0%
$58.01 - $64.46 $116 - $129
49.4K $3.07M
PVAL
Putnam ETF Tr Putnam Focused L
3.75K
+ 49.97%
$36.8 - $39.59 $138K - $149K
11.3K $429K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
650
+ 3.75%
$128.74 - $138.67 $83.7K - $90.1K
18K $2.44M
ISRG
Intuitive Surgical Inc

Healthcare
460
+ 14.1%
$476.63 - $610.45 $219K - $281K
3.72K $1.84M
MO
Altria Group, Inc.

Consumer Defensive
553
+ 4.12%
$50.81 - $60.02 $28.1K - $33.2K
14K $839K
NOC
Northrop Grumman Corp

Industrials
105
+ 5.53%
$433.45 - $513.82 $45.5K - $54K
2K $1.03M
DEA
Easterly Government Properties, Inc.

Real Estate
12.7K
+ 106.37%
$10.26 - $11.77 $130K - $149K
24.6K $261K
UBER
Uber Technologies, Inc

Technology
460
+ 7.43%
$63.17 - $81.49 $29.1K - $37.5K
6.66K $484K
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
CRWD
Crowd Strike Holdings, Inc.

Technology
50
+ 7.73%
$308.86 - $455.36 $15.4K - $22.8K
697 $245K
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
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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