Principle Wealth Partners LLC Incresed Positions in Q2 2025

Principle Wealth Partners LLC

  • $1.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
51
+ 3.84%
$544.07 - $787.63 $27.7K - $40.2K
1.38K $1.09M
FPE
First Tr Pfd Secs & Income ETF

ETFs
14.8K
+ 108.82%
$16.93 - $17.81 $251K - $264K
28.4K $505K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.95K
+ 10.86%
$121.58 - $136.74 $237K - $267K
19.9K $2.7M
IVV
Ishares Core S&P 500 ETF

ETFs
261
+ 17.45%
$498.8 - $620.9 $130K - $162K
1.76K $1.09M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
6.15K
+ 42.37%
$38.81 - $44.28 $239K - $272K
20.7K $877K
SOXX
Ishares Semiconductor ETF

ETFs
323
+ 11.23%
$154.86 - $239.07 $50K - $77.2K
3.2K $763K
NSC
Norfolk Southern Corp

Industrials
4
+ 0.04%
$206.34 - $257.46 $825 - $1.03K
10.9K $2.78M
BK
Bank Of New York Mellon Corp

Financial Services
935
+ 5.9%
$73.31 - $91.62 $68.5K - $85.7K
16.8K $1.53M
IWF
Ishares Russell 1000 Gr ETF

ETFs
140
+ 6.69%
$320.42 - $424.58 $44.9K - $59.4K
2.23K $948K
ISRG
Intuitive Surgical Inc

Healthcare
14
+ 0.38%
$451.58 - $565.94 $6.32K - $7.92K
3.74K $2.03M
UBER
Uber Technologies, Inc

Technology
394
+ 5.92%
$64.62 - $93.3 $25.5K - $36.8K
7.05K $657K
IWV
Ishares Russell 3000 ETF

ETFs
383
+ 54.4%
$281.67 - $351.0 $108K - $134K
1.09K $381K
VIG
Vanguard Dividend Appreciation

ETFs
853
+ 0.35%
N/A
244K $44.4M
LMT
Lockheed Martin Corp

Industrials
79
+ 1.1%
$430.82 - $486.45 $34K - $38.4K
7.29K $3.38M
TJX
Tjx Companies Inc

Consumer Cyclical
1.04K
+ 6.56%
$119.13 - $135.03 $123K - $140K
16.8K $2.08M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.01K
+ 65.22%
$49.79 - $50.75 $150K - $153K
7.63K $387K
CRM
Salesforce, Inc.

Technology
382
+ 4.13%
$236.26 - $291.15 $90.3K - $111K
9.64K $2.63M
IAU
Ishares Gold Trust

ETFs
1.35K
+ 7.83%
$56.1 - $64.74 $75.6K - $87.3K
18.6K $1.16M
CTVA
Corteva, Inc.

Basic Materials
6
+ 0.05%
$55.52 - $74.53 $333 - $447
12K $892K
MTB
M&T Bank Corp

Financial Services
477
+ 17.93%
$156.58 - $193.99 $74.7K - $92.5K
3.14K $608K
PLD
Prologis, Inc.

Real Estate
1.41K
+ 44.79%
$89.76 - $112.34 $127K - $159K
4.57K $480K
WFC
Wells Fargo & Company

Financial Services
40
+ 0.27%
$60.98 - $80.12 $2.44K - $3.2K
14.7K $1.18M
CME
Cme Group Inc.

Financial Services
368
+ 16.59%
$252.37 - $290.71 $92.9K - $107K
2.59K $712K
MGV
Vanguard Mega Cap Value

ETFs
255
+ 0.74%
$114.87 - $131.25 $29.3K - $33.5K
34.8K $4.56M
DELL
Dell Technologies Inc.

Technology
143
+ 4.65%
$71.63 - $125.98 $10.2K - $18K
3.22K $394K
NVS
Novartis Ag

Healthcare
600
+ 14.13%
$101.96 - $121.01 $61.2K - $72.6K
4.85K $586K
WMB
Williams Companies, Inc.

Energy
1.51K
+ 25.91%
$54.33 - $62.87 $81.8K - $94.6K
7.31K $459K
NOC
Northrop Grumman Corp

Industrials
259
+ 12.92%
$456.3 - $540.39 $118K - $140K
2.26K $1.13M
ZTS
Zoetis Inc.

Healthcare
973
+ 16.38%
$144.41 - $170.3 $141K - $166K
6.91K $1.08M
T
At&T Inc.

Communication Services
2.51K
+ 8.48%
$26.33 - $28.94 $66K - $72.5K
32K $927K
KKR
Kkr & Co. Inc.

Financial Services
12
+ 0.24%
$92.79 - $134.29 $1.11K - $1.61K
5.03K $669K
SCHW
Schwab Charles Corp

Financial Services
113
+ 1.96%
$69.06 - $91.24 $7.8K - $10.3K
5.89K $537K
ADI
Analog Devices Inc

Technology
5
+ 0.23%
$164.6 - $238.02 $823 - $1.19K
2.16K $513K
SPGI
S&P Global Inc.

Financial Services
109
+ 9.18%
$438.31 - $527.29 $47.8K - $57.5K
1.3K $683K
XLF
Financial Sector Spdr

ETFs
874
+ 6.85%
$43.92 - $52.37 $38.4K - $45.8K
13.6K $714K
GLD
Spdr Gold Trust

ETFs
103
+ 3.94%
$273.71 - $316.29 $28.2K - $32.6K
2.72K $829K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1
+ 0.02%
$70.54 - $93.95 $70.5 - $94
4.49K $421K
IWM
Ishares Russell 2000 ETF

ETFs
137
+ 5.88%
$174.82 - $215.79 $24K - $29.6K
2.47K $532K
NKE
Nike, Inc.

Consumer Cyclical
512
+ 12.52%
$53.27 - $72.04 $27.3K - $36.9K
4.6K $326K
NVO
Novo Nordisk A S

Healthcare
941
+ 14.14%
$58.08 - $81.05 $54.7K - $76.3K
7.6K $524K
IYR
Ishares Tr

ETFs
700
+ 15.91%
$84.48 - $96.25 $59.1K - $67.4K
5.1K $483K
CL
Colgate Palmolive CO

Consumer Defensive
895
+ 12.27%
$87.57 - $96.0 $78.4K - $85.9K
8.19K $744K
SYK
Stryker Corp

Healthcare
15
+ 0.68%
$337.37 - $395.63 $5.06K - $5.93K
2.21K $872K
DE
Deere & CO

Industrials
7
+ 0.52%
$412.99 - $531.48 $2.89K - $3.72K
1.34K $682K
AMT
American Tower Corp

Real Estate
180
+ 6.13%
$203.96 - $228.19 $36.7K - $41.1K
3.12K $688K
CSX
Csx Corp

Industrials
495
+ 4.99%
$26.69 - $32.91 $13.2K - $16.3K
10.4K $340K
GM
General Motors CO

Consumer Cyclical
522
+ 6.84%
$42.48 - $50.46 $22.2K - $26.3K
8.15K $401K
DGRO
Ishares Core Dividend Growth E

ETFs
292
+ 2.69%
$55.22 - $63.94 $16.1K - $18.7K
11.1K $712K
RSP
Invesco S&P 500 Equal Weight E

ETFs
7
+ 0.16%
$152.93 - $181.74 $1.07K - $1.27K
4.5K $817K
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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