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
VRSN
Verisign Inc

Technology
5
+ 0.48%
$234.49 - $288.8 $1.17K - $1.44K
1.05K $303K
ADBE
Adobe Inc.

Technology
72
+ 2.89%
$340.0 - $420.68 $24.5K - $30.3K
2.57K $992K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
295
+ 26.43%
$212.1 - $244.27 $62.6K - $72.1K
1.41K $308K
HYG
Ishares Tr

ETFs
347
+ 12.05%
$75.75 - $80.65 $26.3K - $28K
3.23K $260K
ICE
Intercontinental Exchange, Inc.

Financial Services
86
+ 5.92%
$151.62 - $183.47 $13K - $15.8K
1.54K $282K
ES
Eversource Energy

Utilities
80
+ 0.45%
$54.25 - $65.89 $4.34K - $5.27K
17.8K $1.13M
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.04%
$276.76 - $326.81 $1.11K - $1.31K
10.3K $3.19M
CVS
Cvs Health Corp

Healthcare
43
+ 0.2%
$60.04 - $70.18 $2.58K - $3.02K
21.8K $1.51M
RJF
Raymond James Financial Inc

Financial Services
5
+ 0.25%
$123.65 - $153.88 $618 - $769
2.01K $307K
FAST
Fastenal CO

Industrials
3.45K
+ 104.67%
$40.65 - $83.16 $140K - $287K
6.75K $283K
UL
Unilever PLC

Consumer Defensive
148
+ 1.67%
$57.9 - $65.43 $8.57K - $9.68K
9.02K $551K
BSX
Boston Scientific Corp

Healthcare
5
+ 0.15%
$89.7 - $107.41 $449 - $537
3.4K $365K
ENB
Enbridge Inc

Energy
148
+ 1.02%
$41.09 - $47.16 $6.08K - $6.98K
14.7K $664K
MCO
Moodys Corp

Financial Services
1
+ 0.19%
$396.7 - $501.59 $397 - $502
531 $266K
KMI
Kinder Morgan, Inc.

Energy
288
+ 2.92%
$25.21 - $29.4 $7.26K - $8.47K
10.2K $298K
CI
Cigna Corp

Healthcare
9
+ 0.14%
$301.89 - $340.04 $2.72K - $3.06K
6.25K $2.07M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2
+ 0.13%
$162.65 - $188.71 $325 - $377
1.52K $286K
EOG
Eog Resources Inc

Energy
219
+ 9.5%
$104.61 - $129.97 $22.9K - $28.5K
2.52K $301K
TXN
Texas Instruments Inc

Technology
26
+ 0.09%
N/A
28.6K $5.57M
NEE
Nextera Energy Inc

Utilities
806
+ 2.31%
$64.11 - $75.0 $51.7K - $60.5K
35.8K $2.48M
FISV
Fiserv Inc

Technology
29
+ 0.61%
N/A
4.79K $599K
VTRS
Viatris Inc

Healthcare
12
+ 0.1%
$7.26 - $9.12 $87.1 - $109
12.3K $109K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
19
+ 0.12%
$19.58 - $19.93 $372 - $379
16.4K $326K
Linde PLC
323
+ 26.41%
N/A
1.55K $0
Ge Vernova Inc
134
+ 6.68%
N/A
2.14K $0
Bank America Corp
25
+ 4.02%
N/A
647 $0
WEC
Wec Energy Group, Inc.

Utilities
125
+ 4.51%
$102.24 - $109.76 $12.8K - $13.7K
2.9K $301K
Bny Mellon ETF Trust Ii
2.7M
+ 296.0%
N/A
3.61M $0
T Rowe Price ETF Inc
5.39K
+ 1.64%
N/A
334K $0
Fidelity Wise Origin Bitcoin
2.17K
+ 22.51%
N/A
11.8K $0
O
Realty Income Corp

Real Estate
36
+ 0.37%
$52.27 - $58.52 $1.88K - $2.11K
9.88K $569K
GILD
Gilead Sciences, Inc.

Healthcare
16
+ 0.64%
$96.91 - $113.0 $1.55K - $1.81K
2.52K $278K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.01%
$63.54 - $68.5 $63.5 - $68.5
10.8K $731K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1
+ 0.02%
$90.85 - $102.31 $90.9 - $102
5.34K $537K
CMCSA
Comcast Corp

Communication Services
205
+ 1.29%
$32.84 - $36.72 $6.73K - $7.53K
16.1K $574K
MO
Altria Group, Inc.

Consumer Defensive
115
+ 0.82%
$55.56 - $60.91 $6.39K - $7K
14.1K $826K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.01%
$68.13 - $74.77 $68.1 - $74.8
14.8K $1.08M
DD
Du Pont De Nemours, Inc.

Basic Materials
190
+ 2.75%
$55.13 - $75.25 $10.5K - $14.3K
7.11K $487K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.04%
$248.61 - $294.96 $249 - $295
2.58K $728K
CHD
Church & Dwight CO Inc

Consumer Defensive
200
+ 4.17%
$91.57 - $110.76 $18.3K - $22.2K
5K $480K
VDE
Vanguard Energy ETF

ETFs
1
+ 0.02%
$105.87 - $130.56 $106 - $131
5.47K $650K
ELV
Elevance Health, Inc.

Healthcare
26
+ 1.05%
$372.27 - $452.69 $9.68K - $11.8K
2.5K $972K
TMO
Thermo Fisher Scientific Inc.

Healthcare
476
+ 14.7%
$390.26 - $489.06 $186K - $233K
3.71K $1.51M
ALL
Allstate Corp

Financial Services
5
+ 0.02%
$180.53 - $212.64 $903 - $1.06K
25.1K $5.05M
PRU
Prudential Financial Inc

Financial Services
39
+ 0.09%
$95.12 - $112.71 $3.71K - $4.4K
42.3K $4.55M
LLY
Eli Lilly & CO

Healthcare
139
+ 2.1%
$713.71 - $898.95 $99.2K - $125K
6.76K $5.27M
KMB
Kimberly Clark Corp

Consumer Defensive
63
+ 0.15%
$126.84 - $145.22 $7.99K - $9.15K
42.8K $5.52M
MRK
Merck & Co., Inc.

Healthcare
2.7K
+ 3.64%
$73.47 - $87.12 $198K - $235K
76.8K $6.08M
PG
Procter & Gamble CO

Consumer Defensive
137
+ 0.19%
$157.66 - $172.39 $21.6K - $23.6K
73.2K $11.7M
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
Track This Portfolio

Track Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email