Principle Wealth Partners LLC Reduced Holdings in Q1 2025

Principle Wealth Partners LLC

  • $1.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-802K
- 45.84%
$27.01 - $28.54 $21.7M - $22.9M
948K $26.5M
AAPL
Apple Inc.

Technology
-2.59K
- 0.7%
$209.68 - $247.1 $544K - $641K
368K $81.8M
GOOG
Alphabet Inc.

Communication Services
-218
- 0.23%
$156.06 - $207.71 $34K - $45.3K
95.8K $15M
GOOGL
Alphabet Inc.

Communication Services
-219
- 0.24%
$154.33 - $206.19 $33.8K - $45.2K
89.8K $13.9M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-56.6K
- 19.44%
$50.72 - $50.92 $2.87M - $2.88M
234K $11.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-50.5K
- 37.15%
$50.39 - $50.66 $2.55M - $2.56M
85.5K $4.33M
CI
Cigna Corp

Healthcare
-8.19K
- 56.75%
$274.49 - $329.0 $2.25M - $2.69M
6.24K $2.05M
AMGN
Amgen Inc

Healthcare
-13.2K
- 28.77%
$258.59 - $327.36 $3.4M - $4.31M
32.6K $10.1M
GE
General Electric CO

Industrials
-11K
- 53.56%
$168.59 - $212.13 $1.85M - $2.33M
9.54K $1.91M
DOW
Dow Inc.

Basic Materials
-31.6K
- 58.21%
$34.36 - $41.92 $1.09M - $1.33M
22.7K $793K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-24.4K
- 7.14%
$47.47 - $48.84 $1.16M - $1.19M
317K $15.2M
VIG
Vanguard Dividend Appreciation

ETFs
-7.23K
- 2.89%
N/A
243K $44.2M
IGV
Ishares Expanded Tech Software

ETFs
-773
- 0.83%
$88.3 - $107.83 $68.3K - $83.4K
92.1K $8.2M
HD
Home Depot, Inc.

Consumer Cyclical
-209
- 0.53%
$347.25 - $424.87 $72.6K - $88.8K
39.4K $14.4M
CAT
Caterpillar Inc

Industrials
-149
- 0.69%
$326.75 - $407.63 $48.7K - $60.7K
21.5K $7.11M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-2.08K
- 2.8%
$89.18 - $104.04 $185K - $216K
72.2K $6.6M
CGGO
Capital Group Global Growth Eq

ETFs
-10.3K
- 2.32%
$28.33 - $30.84 $292K - $317K
434K $12.3M
CMI
Cummins Inc

Industrials
-135
- 0.8%
$312.92 - $386.07 $42.2K - $52.1K
16.8K $5.27M
PFE
Pfizer Inc

Healthcare
-16.1K
- 8.49%
$25.01 - $27.13 $404K - $438K
174K $4.41M
ACN
Accenture PLC

Technology
-475
- 4.11%
$300.91 - $398.25 $143K - $189K
11.1K $3.46M
NOW
Service Now, Inc.

Technology
-40
- 1.88%
$783.83 - $1170.39 $31.4K - $46.8K
2.09K $1.66M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5.85K
- 4.63%
$126.11 - $135.06 $737K - $790K
120K $15.5M
DVY
Ishares Tr

ETFs
-5.17K
- 11.86%
$128.58 - $138.1 $665K - $714K
38.4K $5.16M
DIS
Walt Disney CO

Communication Services
-1.47K
- 5.55%
$96.87 - $114.0 $142K - $167K
24.9K $2.46M
SOXX
Ishares Semiconductor ETF

ETFs
-1.69K
- 36.99%
$188.17 - $235.81 $318K - $398K
2.88K $541K
BA
Boeing CO

Industrials
-1.59K
- 7.52%
$148.15 - $186.25 $235K - $295K
19.5K $3.33M
LMT
Lockheed Martin Corp

Industrials
-109
- 1.49%
$423.19 - $506.29 $46.1K - $55.2K
7.21K $3.22M
USB
Us Bancorp \De\

Financial Services
-1.42K
- 3.72%
$40.92 - $50.9 $58.2K - $72.4K
36.9K $1.56M
VO
Vanguard Mid Cap ETF

ETFs
-386
- 1.21%
$251.87 - $277.95 $97.2K - $107K
31.5K $8.16M
LOW
Lowes Companies Inc

Consumer Cyclical
-300
- 2.14%
$222.66 - $268.42 $66.8K - $80.5K
13.7K $3.19M
ADM
Archer Daniels Midland CO

Consumer Defensive
-4.69K
- 38.52%
$45.22 - $52.17 $212K - $245K
7.49K $359K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-21
- 0.1%
$161.13 - $209.29 $3.38K - $4.4K
21.8K $3.61M
XLK
Technology Sector Spdr

ETFs
-52
- 0.61%
$206.38 - $242.18 $10.7K - $12.6K
8.48K $1.75M
NKE
Nike, Inc.

Consumer Cyclical
-2.2K
- 34.98%
$63.29 - $81.72 $139K - $180K
4.09K $259K
GIS
General Mills Inc

Consumer Defensive
-4
- 0.01%
$57.56 - $65.3 $230 - $261
51.2K $3.06M
CSX
Csx Corp

Industrials
-5.08K
- 33.82%
$29.11 - $33.67 $148K - $171K
9.93K $292K
ADBE
Adobe Inc.

Technology
-25
- 0.99%
$377.84 - $464.11 $9.45K - $11.6K
2.49K $956K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-810
- 6.88%
$47.25 - $67.02 $38.3K - $54.3K
11K $521K
TGT
Target Corp

Consumer Defensive
-506
- 16.55%
$103.65 - $142.5 $52.4K - $72.1K
2.55K $266K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-27
- 0.53%
$507.05 - $563.67 $13.7K - $15.2K
5.05K $2.6M
NEE
Nextera Energy Inc

Utilities
-1.51K
- 4.13%
$66.96 - $76.16 $101K - $115K
35K $2.48M
AMD
Advanced Micro Devices Inc

Technology
-739
- 23.44%
$96.63 - $129.55 $71.4K - $95.7K
2.41K $248K
CARR
Carrier Global Corp

Industrials
-32
- 0.13%
$62.07 - $70.55 $1.99K - $2.26K
25.4K $1.61M
AMT
American Tower Corp

Real Estate
-1.23K
- 29.43%
$173.46 - $217.6 $212K - $267K
2.94K $639K
FULT
Fulton Financial Corp

Financial Services
-4K
- 9.38%
$17.24 - $21.11 $69K - $84.4K
38.6K $699K
UPS
United Parcel Service Inc

Industrials
-15
- 0.23%
$109.66 - $136.26 $1.64K - $2.04K
6.58K $723K
IBB
Ishares Biotechnology ETF

ETFs
-545
- 9.55%
$127.9 - $140.56 $69.7K - $76.6K
5.16K $659K
INTC
Intel Corp

Technology
-6.49K
- 29.11%
$19.1 - $27.39 $124K - $178K
15.8K $358K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-804
- 13.33%
$114.57 - $118.14 $92.1K - $95K
5.23K $617K
Activity Summary
Buys All Purchases 106 New Holdings 18 Increased Positions 88 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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