Principle Wealth Partners LLC Incresed Positions in Q3 2025

Principle Wealth Partners LLC

  • $1.56 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
59.1K
+ 2.2%
$51.78 - $57.89 $3.06M - $3.42M
2.74M $158M
VUG
Vanguard Growth ETF

ETFs
175
+ 0.14%
$433.97 - $484.08 $75.9K - $84.7K
128K $61.3M
JNJ
Johnson & Johnson

Healthcare
234
+ 0.21%
$155.17 - $185.42 $36.3K - $43.4K
111K $20.7M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.26K
+ 1.97%
$275.84 - $326.36 $347K - $411K
65.2K $21.3M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.52K
+ 4.54%
$393.18 - $439.39 $990K - $1.11M
58K $25.3M
TSLA
Tesla, Inc.

Consumer Cyclical
439
+ 1.91%
$293.94 - $444.72 $129K - $195K
23.4K $10.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.3K
+ 17.34%
$546.99 - $602.2 $1.26M - $1.38M
15.5K $9.33M
CAT
Caterpillar Inc

Industrials
169
+ 0.8%
$390.92 - $477.15 $66.1K - $80.6K
21.4K $10.2M
HD
Home Depot, Inc.

Consumer Cyclical
836
+ 2.05%
$357.4 - $423.42 $299K - $354K
41.6K $16.9M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
12.5K
+ 720.53%
$128.6 - $136.01 $1.61M - $1.7M
14.3K $1.93M
ABBV
Abb Vie Inc.

Healthcare
132
+ 0.4%
$184.85 - $231.54 $24.4K - $30.6K
32.9K $7.63M
UNH
Unitedhealth Group Inc

Healthcare
2.71K
+ 19.71%
$237.77 - $353.61 $644K - $958K
16.5K $5.68M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
22.8K
+ 11.54%
$50.81 - $51.07 $1.16M - $1.16M
220K $11.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
65
+ 0.36%
$617.65 - $666.84 $40.1K - $43.3K
18.3K $12.2M
XLK
Technology Sector Spdr

ETFs
1.97K
+ 23.13%
$250.97 - $282.66 $494K - $556K
10.5K $2.95M
XOM
Exxon Mobil Corp

Energy
3.11K
+ 3.84%
$105.83 - $117.22 $329K - $364K
83.9K $9.46M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
10K
+ 238.33%
N/A
14.2K $1.06M
CVX
Chevron Corp

Energy
638
+ 1.2%
$145.57 - $161.83 $92.9K - $103K
53.6K $8.33M
GLD
Spdr Gold Trust

ETFs
1.66K
+ 61.03%
$300.96 - $355.47 $500K - $590K
4.38K $1.56M
BAC
Bank Of America Corp

Financial Services
3.68K
+ 3.18%
$44.92 - $52.42 $165K - $193K
119K $6.16M
NEE
Nextera Energy Inc

Utilities
5.6K
+ 15.65%
$69.77 - $77.54 $390K - $434K
41.4K $3.12M
ITA
Ishares Tr

ETFs
5
+ 0.02%
$184.73 - $209.26 $924 - $1.05K
26.3K $5.51M
MTB
M&T Bank Corp

Financial Services
2.45K
+ 77.92%
$183.74 - $204.05 $449K - $499K
5.58K $1.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
614
+ 0.43%
$53.81 - $57.52 $33K - $35.3K
143K $8.21M
PNC
Pnc Financial Services Group, Inc.

Financial Services
575
+ 2.45%
$185.88 - $207.44 $107K - $119K
24K $4.82M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.96K
+ 28.76%
$108.46 - $120.63 $321K - $357K
13.2K $1.57M
DVY
Ishares Tr

ETFs
200
+ 0.46%
$133.88 - $142.57 $26.8K - $28.5K
43.3K $6.15M
D
Dominion Energy, Inc

Utilities
2.29K
+ 4.07%
$56.32 - $62.1 $129K - $142K
58.7K $3.59M
AMD
Advanced Micro Devices Inc

Technology
1.88K
+ 43.76%
$134.8 - $184.42 $253K - $346K
6.16K $996K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
7K
+ 23.18%
$42.39 - $44.63 $297K - $313K
37.2K $1.66M
TPL
Texas Pacific Land Corp

Energy
529
+ 48.31%
$854.83 - $1075.97 $452K - $569K
1.62K $1.52M
IAU
Ishares Gold Trust

ETFs
2.21K
+ 11.92%
$61.62 - $72.77 $136K - $161K
20.8K $1.51M
DUK
Duke Energy Corp

Utilities
961
+ 2.47%
$116.31 - $125.93 $112K - $121K
39.9K $4.94M
TRV
Travelers Companies, Inc.

Financial Services
550
+ 3.58%
$250.62 - $279.43 $138K - $154K
15.9K $4.45M
AVGO
Broadcom Inc.

Technology
125
+ 2.57%
$264.74 - $369.57 $33.1K - $46.2K
4.99K $1.64M
XLV
Select Sector Spdr Fund Health

ETFs
1.51K
+ 7.98%
$129.01 - $139.72 $195K - $211K
20.4K $2.84M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.43K
+ 71.22%
$50.53 - $50.82 $275K - $276K
13.1K $663K
AMGN
Amgen Inc

Healthcare
650
+ 2.14%
$271.18 - $309.22 $176K - $201K
31K $8.75M
MMM
3 M CO

Industrials
882
+ 2.02%
$144.41 - $160.2 $127K - $141K
44.5K $6.91M
NOC
Northrop Grumman Corp

Industrials
19
+ 0.84%
$498.9 - $609.32 $9.48K - $11.6K
2.28K $1.39M
LVHI
Franklin International Low Vol

ETFs
4
+ 0.0%
$32.69 - $35.19 $131 - $141
94K $3.27M
NVO
Novo Nordisk A S

Healthcare
5.54K
+ 72.94%
$45.38 - $71.7 $251K - $397K
13.1K $728K
USB
Us Bancorp \De\

Financial Services
2.07K
+ 6.53%
$43.94 - $50.41 $90.7K - $104K
33.7K $1.63M
MGK
Vanguard Mega Cap Growth ETF

ETFs
250
+ 22.98%
$362.31 - $405.74 $90.6K - $101K
1.34K $538K
VIG
Vanguard Dividend Appreciation

ETFs
690
+ 0.28%
N/A
244K $44.5M
MET
Metlife Inc

Financial Services
1.37K
+ 46.84%
$73.82 - $82.37 $101K - $113K
4.28K $352K
MO
Altria Group, Inc.

Consumer Defensive
153
+ 1.08%
$57.75 - $67.68 $8.84K - $10.4K
14.3K $941K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
735
+ 4.07%
$48.35 - $53.13 $35.5K - $39.1K
18.8K $990K
ENB
Enbridge Inc

Energy
264
+ 1.8%
$43.79 - $50.46 $11.6K - $13.3K
14.9K $753K
Activity Summary
Buys All Purchases 114 New Holdings 12 Increased Positions 102 Sells All Sells 137 Reductions 137 Sold out 0 Options Calls 0 Puts 0
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