Principle Wealth Partners LLC Reduced Holdings in Q3 2024

Principle Wealth Partners LLC

  • $1.33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
-43.4K
- 88.53%
$61.74 - $76.08 $2.68M - $3.3M
5.63K $364K
INTC
Intel Corp

Technology
-75K
- 45.65%
$18.9 - $34.87 $1.42M - $2.61M
89.3K $2.09M
GOOGL
Alphabet Inc.

Communication Services
-738
- 0.82%
$148.65 - $191.18 $110K - $141K
89.8K $14.9M
QCOM
Qualcomm Inc

Technology
-1.93K
- 4.55%
$156.12 - $209.64 $301K - $405K
40.5K $6.89M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.03K
- 0.66%
$161.02 - $200.0 $166K - $207K
156K $29.1M
BA
Boeing CO

Industrials
-810
- 3.53%
$152.04 - $190.6 $123K - $154K
22.1K $3.36M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-11.6K
- 3.74%
$50.61 - $50.96 $589K - $593K
299K $15.2M
WM
Waste Management Inc

Industrials
-1.39K
- 5.26%
$196.96 - $223.45 $274K - $310K
25K $5.19M
VIG
Vanguard Dividend Appreciation

ETFs
-1.84K
- 0.72%
$182.15 - $182.15 $336K - $336K
253K $46.2M
IGV
Ishares Expanded Tech Software

ETFs
-7.13K
- 6.9%
$77.94 - $89.37 $555K - $637K
96.1K $8.59M
ADBE
Adobe Inc.

Technology
-167
- 4.37%
$508.13 - $586.55 $84.9K - $98K
3.65K $1.89M
EMR
Emerson Electric CO

Industrials
-1.34K
- 3.65%
$98.19 - $118.87 $131K - $159K
35.4K $3.87M
LLY
Eli Lilly & CO

Healthcare
-36
- 0.54%
$772.14 - $960.02 $27.8K - $34.6K
6.58K $5.83M
DIS
Walt Disney CO

Communication Services
-692
- 2.5%
$85.6 - $98.61 $59.2K - $68.2K
26.9K $2.59M
VGT
Vanguard Information Technolog

ETFs
-545
- 2.93%
$514.43 - $606.85 $280K - $331K
18.1K $10.6M
MGM
Mgm Resorts International

Consumer Cyclical
-1.2K
- 10.36%
$34.07 - $46.78 $40.9K - $56.1K
10.4K $405K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.7K
- 32.53%
$56.47 - $63.69 $96K - $108K
3.53K $222K
MDT
Medtronic PLC

Healthcare
-1.71K
- 26.2%
$76.84 - $91.03 $132K - $156K
4.83K $434K
BAC
Bank Of America Corp

Financial Services
-1.48K
- 1.27%
$36.65 - $44.13 $54.1K - $65.1K
115K $4.57M
XLE
Energy Sector Spdr

ETFs
-300
- 3.11%
$84.35 - $93.39 $25.3K - $28K
9.34K $820K
TXN
Texas Instruments Inc

Technology
-297
- 1.03%
$194.6 - $194.6 $57.8K - $57.8K
28.4K $5.53M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-2.25K
- 15.35%
$39.47 - $49.4 $88.7K - $111K
12.4K $588K
VDE
Vanguard Energy ETF

ETFs
-144
- 2.23%
$117.44 - $131.06 $16.9K - $18.9K
6.3K $771K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-389
- 3.08%
$85.84 - $85.84 $33.4K - $33.4K
12.2K $1.05M
SBLK
Star Bulk Carriers Corp.

Industrials
-1.2K
- 8.94%
$19.87 - $25.0 $23.8K - $29.9K
12.2K $288K
KKR
Kkr & Co. Inc.

Financial Services
-1.5K
- 23.01%
$104.51 - $133.23 $157K - $200K
5.02K $655K
VT
Vanguard Total World Stk Index

ETFs
-805
- 7.92%
$107.72 - $119.96 $86.7K - $96.6K
9.36K $1.12M
HTGC
Hercules Capital, Inc.

Financial Services
-125
- 0.76%
$17.71 - $21.67 $2.21K - $2.71K
16.3K $319K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-435
- 10.69%
$80.13 - $88.89 $34.9K - $38.7K
3.63K $320K
VZ
Verizon Communications Inc

Communication Services
-3.7K
- 8.38%
$38.89 - $45.0 $144K - $167K
40.5K $1.82M
SYK
Stryker Corp

Healthcare
-149
- 6.23%
$315.94 - $371.96 $47.1K - $55.4K
2.24K $810K
CODI
Compass Diversified Holdings

Industrials
-245
- 2.42%
$20.23 - $24.06 $4.96K - $5.89K
9.87K $218K
Alps ETF Tr
-46.9K
- 3.9%
N/A
1.16M $0
SMOT
Vaneck ETF Tr Morningstar Smid
-1.87K
- 0.24%
N/A
776K $0
VV
Vanguard Large Cap ETF

ETFs
-78
- 5.07%
$236.92 - $263.4 $18.5K - $20.5K
1.46K $384K
CSX
Csx Corp

Industrials
-325
- 2.12%
$32.48 - $35.45 $10.6K - $11.5K
15K $517K
RDVY
First Trust Rising Dividend Ac

ETFs
-492
- 6.0%
$53.68 - $59.24 $26.4K - $29.1K
7.71K $456K
TGT
Target Corp

Consumer Defensive
-99
- 3.1%
$133.47 - $159.25 $13.2K - $15.8K
3.1K $482K
CMCSA
Comcast Corp

Communication Services
-1K
- 5.01%
$37.33 - $41.78 $37.3K - $41.8K
19K $791K
ETN
Eaton Corp PLC

Industrials
-266
- 4.28%
$272.52 - $333.02 $72.5K - $88.6K
5.94K $1.97M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-851
- 3.68%
$37.98 - $41.19 $32.3K - $35.1K
22.2K $916K
PANW
Palo Alto Networks Inc

Technology
-25
- 0.2%
$294.18 - $368.01 $7.35K - $9.2K
12.2K $4.18M
IBB
Ishares Biotechnology ETF

ETFs
-185
- 2.98%
$135.09 - $149.47 $25K - $27.7K
6.03K $877K
FDL
First Tr Morningstar Dividend

ETFs
-22
- 0.3%
$37.66 - $42.06 $829 - $925
7.26K $304K
KMI
Kinder Morgan, Inc.

Energy
-149
- 1.04%
$19.72 - $22.22 $2.94K - $3.31K
14.1K $311K
FULT
Fulton Financial Corp

Financial Services
-1.2K
- 2.74%
$16.35 - $20.14 $19.6K - $24.2K
42.6K $773K
NKE
Nike, Inc.

Consumer Cyclical
-685
- 9.82%
$71.09 - $89.44 $48.7K - $61.3K
6.29K $555K
LVHI
Franklin International Low Vol

ETFs
-3.24K
- 3.46%
$28.72 - $31.28 $93.1K - $101K
90.5K $2.81M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-99
- 1.74%
$95.1 - $106.76 $9.41K - $10.6K
5.6K $597K
Activity Summary
Buys All Purchases 123 New Holdings 25 Increased Positions 98 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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