Principle Wealth Partners LLC Incresed Positions in Q4 2024

Principle Wealth Partners LLC

  • $1.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
112K
+ 11.44%
$46.94 - $51.62 $5.26M - $5.79M
1.09M $54.6M
AAPL
Apple Inc.

Technology
723
+ 0.2%
$221.69 - $259.02 $160K - $187K
371K $92.8M
GOOG
Alphabet Inc.

Communication Services
1.64K
+ 1.73%
$163.08 - $198.16 $267K - $324K
96K $18.3M
GOOGL
Alphabet Inc.

Communication Services
272
+ 0.3%
$161.86 - $196.66 $44K - $53.5K
90K $17M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.21M
+ 221.59%
$26.93 - $84.95 $32.5M - $102M
1.75M $47.8M
DVY
Ishares Tr

ETFs
14.2K
+ 48.38%
$129.55 - $143.41 $1.84M - $2.04M
43.6K $5.72M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
18.3K
+ 7.08%
$113.92 - $127.38 $2.09M - $2.34M
277K $32M
D
Dominion Energy, Inc

Utilities
29.6K
+ 268.05%
$52.63 - $60.92 $1.56M - $1.81M
40.7K $2.19M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
24
+ 0.05%
$340.59 - $380.5 $8.17K - $9.13K
52.1K $19.1M
MGV
Vanguard Mega Cap Value

ETFs
5.38K
+ 17.76%
$124.06 - $133.48 $668K - $718K
35.7K $4.46M
PANW
Palo Alto Networks Inc

Technology
13.4K
+ 110.0%
$181.96 - $405.9 $2.45M - $5.46M
25.7K $4.67M
BX
Blackstone Inc.

Financial Services
100
+ 0.55%
$148.45 - $199.05 $14.8K - $19.9K
18.2K $3.13M
DUK
Duke Energy Corp

Utilities
5.9K
+ 16.42%
$105.76 - $120.76 $624K - $712K
41.8K $4.5M
META
Meta Platforms, Inc.

Communication Services
168
+ 1.67%
$554.08 - $632.68 $93.1K - $106K
10.2K $6.02M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.93K
+ 4.56%
$50.37 - $50.6 $299K - $300K
136K $6.85M
AVGO
Broadcom Inc.

Technology
189
+ 6.87%
$159.67 - $250.0 $30.2K - $47.3K
2.94K $681K
LVHI
Franklin International Low Vol

ETFs
8.34K
+ 9.22%
$29.98 - $31.57 $250K - $263K
98.8K $3.02M
TPL
Texas Pacific Land Corp

Energy
25
+ 3.17%
$915.49 - $1730.0 $22.9K - $43.3K
814 $900K
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 0.28%
$873.59 - $994.69 $14K - $15.9K
5.74K $5.25M
ADP
Automatic Data Processing Inc

Industrials
13
+ 0.12%
$280.08 - $307.97 $3.64K - $4K
11K $3.21M
VO
Vanguard Mid Cap ETF

ETFs
539
+ 1.72%
$261.5 - $284.63 $141K - $153K
31.9K $8.43M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
27
+ 0.45%
$172.07 - $207.36 $4.65K - $5.6K
6.05K $1.19M
KNTK
Kinetik Holdings Inc.

Energy
1.03K
+ 16.69%
$45.65 - $61.95 $47K - $63.8K
7.2K $411K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.21K
+ 1.99%
$238.25 - $261.28 $288K - $316K
61.8K $15M
INTU
Intuit Inc

Technology
118
+ 9.75%
$602.01 - $706.25 $71K - $83.3K
1.33K $834K
USB
Us Bancorp \De\

Financial Services
30
+ 0.08%
$43.98 - $53.66 $1.32K - $1.61K
38.3K $1.83M
BMY
Bristol Myers Squibb CO

Healthcare
52
+ 0.36%
$51.92 - $59.94 $2.7K - $3.12K
14.6K $825K
XLK
Technology Sector Spdr

ETFs
56
+ 0.66%
$220.26 - $241.44 $12.3K - $13.5K
8.53K $1.98M
HTGC
Hercules Capital, Inc.

Financial Services
3.12K
+ 19.18%
$18.53 - $20.22 $57.8K - $63.1K
19.4K $389K
IWF
Ishares Russell 1000 Gr ETF

ETFs
24
+ 1.16%
$370.24 - $418.94 $8.89K - $10.1K
2.09K $840K
SCHW
Schwab Charles Corp

Financial Services
150
+ 2.67%
$63.31 - $82.85 $9.5K - $12.4K
5.78K $427K
FDVV
Fidelity High Dividend ETF

ETFs
2.23K
+ 3.0%
$49.66 - $52.63 $110K - $117K
76.4K $3.82M
CWENA
Clearway Energy Inc Cl A
1.58K
+ 14.96%
N/A
12.1K $419K
SPYG
Spdr Portfolio

ETFs
145
+ 2.03%
$81.74 - $91.38 $11.9K - $13.3K
7.28K $639K
ETN
Eaton Corp PLC

Industrials
126
+ 2.12%
$326.96 - $377.52 $41.2K - $47.6K
6.07K $2.01M
EPD
Enterprise Products Partners L.P.

Energy
565
+ 6.53%
$28.66 - $34.43 $16.2K - $19.5K
9.21K $288K
COLB
Columbia Banking System, Inc.

Financial Services
1.1K
+ 14.27%
$25.29 - $32.01 $27.9K - $35.3K
8.84K $238K
AEP
American Electric Power CO Inc

Utilities
3.87K
+ 12.45%
$90.91 - $102.21 $351K - $395K
34.9K $3.22M
VB
Vanguard Small Cap ETF

ETFs
6
+ 0.06%
$233.76 - $261.58 $1.4K - $1.57K
9.94K $2.39M
CME
Cme Group Inc.

Financial Services
18
+ 0.82%
$221.17 - $246.02 $3.98K - $4.43K
2.22K $515K
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
QUAL
Ishares Msci Usa Quality Facto

ETFs
132
+ 7.89%
$176.42 - $186.91 $23.3K - $24.7K
1.81K $321K
BSX
Boston Scientific Corp

Healthcare
25
+ 0.74%
$83.62 - $91.5 $2.09K - $2.29K
3.4K $303K
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
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
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