Principle Wealth Partners LLC New Holdings in Q2 2025

Principle Wealth Partners LLC

  • $1.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
4.59K
New
$216.28 - $284.39 $993K - $1.31M
4.59K $1.31M
IWS
Ishares Russell Midcap Value E

ETFs
5.16K
New
$110.58 - $132.14 $570K - $681K
5.16K $681K
VOE
Vanguard Mid Cap Value Index F

ETFs
4.13K
New
$141.87 - $164.49 $585K - $679K
4.13K $678K
VGSH
Vanguard

ETFs
10.4K
New
$58.32 - $58.95 $606K - $612K
10.4K $610K
PAYX
Paychex Inc

Industrials
3.14K
New
$137.01 - $159.78 $430K - $502K
3.14K $456K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.17K
New
$82.21 - $83.12 $425K - $429K
5.17K $428K
TT
Trane Technologies PLC

Industrials
936
New
$315.21 - $437.41 $295K - $409K
936 $409K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.09K
New
$273.67 - $366.17 $298K - $398K
1.09K $398K
MSTR
Microstrategy Inc

Technology
969
New
$237.95 - $421.61 $231K - $409K
969 $391K
AJG
Arthur J. Gallagher & Co.

Financial Services
1.19K
New
$310.86 - $348.77 $371K - $416K
1.19K $381K
PWR
Quanta Services, Inc.

Industrials
786
New
$239.47 - $381.26 $188K - $300K
786 $297K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.17K
New
$180.84 - $240.32 $212K - $281K
1.17K $281K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
2.83K
New
$78.85 - $101.3 $223K - $286K
2.83K $278K
COF
Capital One Financial Corp

Financial Services
1.3K
New
$150.57 - $212.76 $196K - $277K
1.3K $277K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.11K
New
$109.83 - $131.67 $232K - $278K
2.11K $267K
TMUS
T Mobile Us, Inc.

Communication Services
1.11K
New
$220.99 - $268.54 $246K - $299K
1.11K $264K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.86K
New
$74.88 - $91.97 $214K - $263K
2.86K $263K
ARCC
Ares Capital Corp

Financial Services
11.7K
New
$18.91 - $22.43 $221K - $263K
11.7K $257K
FSMD
Fidelity Covington Tr Small Mi

ETFs
6.2K
New
$34.67 - $41.47 $215K - $257K
6.2K $257K
AWK
American Water Works Company, Inc.

Utilities
1.75K
New
$133.82 - $151.96 $234K - $266K
1.75K $243K
XLY
Select Sector Spdr Consumer Di

ETFs
1.1K
New
$176.34 - $218.59 $193K - $239K
1.1K $237K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.44K
New
$58.52 - $71.7 $201K - $246K
3.44K $236K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.1K
New
$144.94 - $210.94 $159K - $232K
1.1K $231K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.74K
New
$101.93 - $128.63 $177K - $224K
1.74K $223K
BWA
Borgwarner Inc

Consumer Cyclical
6.5K
New
$24.84 - $33.92 $161K - $220K
6.5K $217K
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.63K
New
$53.23 - $70.65 $193K - $256K
3.63K $210K
VICI
Vici Properties Inc.

Real Estate
6.39K
New
$29.41 - $32.97 $188K - $211K
6.39K $208K
Brookfield Corp
3.43K
New
N/A
3.43K $0
Microchip Technology Inc.
6.23K
New
N/A
6.23K $0
IDVO
Amplify ETF Tr Intl Enhanced D
18.8K
New
N/A
18.8K $0
Or Royalties Inc.
25.2K
New
N/A
25.2K $0
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