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
LAMR
Lamar Advertising CO

Real Estate
400
+ 13.61%
$121.37 - $138.11 $48.5K - $55.2K
3.34K $406K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2
+ 0.05%
$81.6 - $90.89 $163 - $182
4.29K $368K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.91K
+ 104.42%
$25.33 - $51.16 $200K - $404K
15.5K $400K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
180
+ 1.21%
$61.68 - $67.87 $11.1K - $12.2K
15.1K $940K
AMAT
Applied Materials Inc

Technology
625
+ 25.5%
$161.44 - $213.89 $101K - $134K
3.08K $500K
Kenvue Inc
500
+ 3.65%
N/A
14.2K $0
T Rowe Price ETF Inc
37.6K
+ 13.7%
N/A
312K $0
SMOT
Vaneck ETF Tr Morningstar Smid
4.24K
+ 0.55%
N/A
780K $0
NEEPRR
Nextera Energy Inc Corporate U
1.18K
+ 12.41%
N/A
10.6K $0
Bank America Corp
12
+ 2.0%
N/A
613 $0
GLD
Spdr Gold Trust

ETFs
3
+ 0.11%
$236.59 - $257.5 $710 - $773
2.7K $653K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
348
+ 1.56%
$40.26 - $42.88 $14K - $14.9K
22.6K $914K
VOOV
Vanguard S&P 500 Value ETF

ETFs
31
+ 1.96%
$184.21 - $199.29 $5.71K - $6.18K
1.61K $297K
HYG
Ishares Tr

ETFs
17
+ 0.62%
$78.09 - $80.04 $1.33K - $1.36K
2.76K $216K
ABT
Abbott Laboratories

Healthcare
30
+ 0.37%
$111.93 - $119.39 $3.36K - $3.58K
8.21K $928K
PSTL
Postal Realty Trust, Inc.

Real Estate
1.23K
+ 8.16%
$12.83 - $14.74 $15.7K - $18.1K
16.2K $211K
SHEL
Shell PLC

Energy
200
+ 2.91%
$60.63 - $70.23 $12.1K - $14K
7.07K $443K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
6.67K
+ 13.26%
$2.96 - $4.24 $19.7K - $28.3K
57K $171K
XLE
Energy Sector Spdr

ETFs
15
+ 0.16%
$83.32 - $97.27 $1.25K - $1.46K
9.36K $801K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
3
+ 0.12%
$119.34 - $127.78 $358 - $383
2.56K $304K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.4K
+ 12.99%
$49.38 - $59.52 $69.1K - $83.3K
12.2K $615K
OGN
Organon & Co.

Healthcare
3.26K
+ 15.29%
$14.44 - $18.83 $47.1K - $61.4K
24.6K $366K
UL
Unilever PLC

Consumer Defensive
405
+ 4.78%
$56.7 - $64.64 $23K - $26.2K
8.87K $503K
NNN
National Retail Properties, Inc.

Real Estate
420
+ 4.78%
$39.77 - $49.34 $16.7K - $20.7K
9.2K $375K
UPS
United Parcel Service Inc

Industrials
125
+ 1.93%
$122.65 - $138.35 $15.3K - $17.3K
6.6K $831K
ED
Consolidated Edison Inc

Utilities
448
+ 7.45%
$88.87 - $107.38 $39.8K - $48.1K
6.46K $576K
NOC
Northrop Grumman Corp

Industrials
110
+ 6.15%
$466.52 - $543.88 $51.3K - $59.8K
1.9K $891K
PLD
Prologis, Inc.

Real Estate
92
+ 2.87%
$101.4 - $126.96 $9.33K - $11.7K
3.3K $349K
VZ
Verizon Communications Inc

Communication Services
3.47K
+ 8.58%
$39.6 - $45.21 $138K - $157K
44K $1.76M
CVX
Chevron Corp

Energy
199
+ 0.51%
$141.15 - $162.53 $28.1K - $32.3K
39.1K $5.66M
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.02%
$211.27 - $239.8 $211 - $240
4.56K $983K
NVO
Novo Nordisk A S

Healthcare
510
+ 12.78%
$85.0 - $120.04 $43.4K - $61.2K
4.5K $387K
CL
Colgate Palmolive CO

Consumer Defensive
53
+ 0.73%
$90.22 - $102.31 $4.78K - $5.42K
7.29K $662K
DD
Du Pont De Nemours, Inc.

Basic Materials
10
+ 0.14%
$75.95 - $88.05 $760 - $881
7.06K $538K
SWK
Stanley Black & Decker, Inc.

Industrials
1.07K
+ 16.64%
$79.07 - $109.36 $84.8K - $117K
7.51K $603K
MDLZ
Mondelez International, Inc.

Consumer Defensive
568
+ 5.64%
$59.25 - $72.99 $33.7K - $41.5K
10.6K $635K
ITA
Ishares Tr

ETFs
53
+ 0.19%
$144.31 - $157.31 $7.65K - $8.34K
27.7K $4.02M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.82K
+ 1.65%
$57.53 - $60.83 $105K - $111K
112K $6.47M
AMT
American Tower Corp

Real Estate
160
+ 4.0%
$179.4 - $232.01 $28.7K - $37.1K
4.16K $763K
ES
Eversource Energy

Utilities
3
+ 0.02%
$55.9 - $67.73 $168 - $203
17.7K $1.02M
COP
Conocophillips

Energy
100
+ 0.27%
$95.12 - $114.72 $9.51K - $11.5K
37.3K $3.69M
LOW
Lowes Companies Inc

Consumer Cyclical
17
+ 0.12%
$244.52 - $284.07 $4.16K - $4.83K
14K $3.45M
GE
General Electric CO

Industrials
495
+ 2.47%
$159.95 - $194.23 $79.2K - $96.1K
20.5K $3.43M
KMB
Kimberly Clark Corp

Consumer Defensive
845
+ 2.01%
$130.37 - $146.09 $110K - $123K
42.8K $5.61M
NEE
Nextera Energy Inc

Utilities
1.05K
+ 2.97%
$69.77 - $85.43 $73.3K - $89.7K
36.5K $2.61M
GIS
General Mills Inc

Consumer Defensive
1.73K
+ 3.49%
$62.78 - $74.62 $108K - $129K
51.2K $3.27M
PSX
Phillips 66

Energy
57
+ 0.22%
$110.35 - $138.93 $6.29K - $7.92K
26.2K $2.99M
SO
Southern CO

Utilities
3.83K
+ 3.86%
$81.5 - $94.15 $312K - $361K
103K $8.47M
LMT
Lockheed Martin Corp

Industrials
138
+ 1.92%
$479.66 - $614.62 $66.2K - $84.8K
7.32K $3.56M
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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