Principle Wealth Partners LLC Reduced Holdings in Q4 2024

Principle Wealth Partners LLC

  • $1.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
-221
- 0.39%
$204.9 - $238.04 $45.3K - $52.6K
57.1K $12.6M
ISRG
Intuitive Surgical Inc

Healthcare
-415
- 11.29%
$471.27 - $550.62 $196K - $229K
3.26K $1.7M
SBUX
Starbucks Corp

Consumer Cyclical
-201
- 1.82%
$87.44 - $102.5 $17.6K - $20.6K
10.9K $989K
PM
Philip Morris International Inc.

Consumer Defensive
-372
- 1.05%
$118.38 - $133.06 $44K - $49.5K
35.2K $4.23M
VDE
Vanguard Energy ETF

ETFs
-568
- 9.02%
$116.67 - $136.78 $66.3K - $77.7K
5.73K $695K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-835
- 6.82%
N/A
11.4K $978K
TGT
Target Corp

Consumer Defensive
-37
- 1.2%
$121.59 - $160.69 $4.5K - $5.95K
3.06K $413K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-256
- 4.58%
$99.2 - $108.47 $25.4K - $27.8K
5.34K $531K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.2K
- 4.6%
$50.53 - $55.55 $60.4K - $66.4K
24.8K $1.26M
O
Realty Income Corp

Real Estate
-1
- 0.02%
$51.76 - $64.71 $51.8 - $64.7
5.37K $287K
T
At&T Inc.

Communication Services
-3.27K
- 9.94%
$21.22 - $23.88 $69.4K - $78.1K
29.6K $674K
ACN
Accenture PLC

Technology
-85
- 0.73%
$343.9 - $376.86 $29.2K - $32K
11.6K $4.07M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-1.35K
- 7.86%
$33.7 - $37.69 $45.5K - $50.9K
15.8K $543K
CB
Chubb LTD

Financial Services
-10
- 0.29%
$271.57 - $301.89 $2.72K - $3.02K
3.49K $963K
TFC
Truist Financial Corp

Financial Services
-1.95K
- 2.94%
$41.51 - $48.1 $81.1K - $94K
64.6K $2.8M
ADI
Analog Devices Inc

Technology
-17
- 0.78%
$206.35 - $236.48 $3.51K - $4.02K
2.15K $457K
VV
Vanguard Large Cap ETF

ETFs
-151
- 10.35%
$260.27 - $280.65 $39.3K - $42.4K
1.31K $352K
CLX
Clorox CO

Consumer Defensive
-180
- 6.58%
$156.51 - $169.74 $28.2K - $30.6K
2.55K $414K
ICE
Intercontinental Exchange, Inc.

Financial Services
-56
- 3.71%
$148.29 - $166.93 $8.3K - $9.35K
1.45K $216K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1
- 0.02%
$44.04 - $49.49 $44 - $49.5
6.21K $273K
APD
Air Products & Chemicals, Inc.

Basic Materials
-11
- 0.42%
$285.5 - $335.62 $3.14K - $3.69K
2.58K $749K
SYK
Stryker Corp

Healthcare
-53
- 2.36%
$345.14 - $392.15 $18.3K - $20.8K
2.19K $788K
XLF
Financial Sector Spdr

ETFs
-1.39K
- 9.04%
$44.89 - $51.34 $62.5K - $71.5K
14K $677K
TXN
Texas Instruments Inc

Technology
-94
- 0.33%
N/A
28.3K $5.52M
IYW
Ishares Dj Us Tech ETF

ETFs
-730
- 5.8%
$148.14 - $166.23 $108K - $121K
11.9K $1.89M
MET
Metlife Inc

Financial Services
-151
- 4.75%
$78.15 - $88.25 $11.8K - $13.3K
3.03K $247K
WMB
Williams Companies, Inc.

Energy
-1.34K
- 18.5%
$46.37 - $59.74 $62.3K - $80.3K
5.92K $320K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-174
- 4.85%
$76.21 - $82.24 $13.3K - $14.3K
3.42K $266K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-188
- 1.03%
$19.8 - $20.06 $3.72K - $3.77K
18K $356K
Alps ETF Tr
-75K
- 6.48%
N/A
1.08M $0
J P Morgan Exchange Traded F
-101
- 1.36%
N/A
7.35K $0
VTRS
Viatris Inc

Healthcare
-29
- 0.24%
$11.32 - $13.37 $328 - $388
12.3K $152K
VBK
Vanguard Small Cap Growth ETF

ETFs
-70
- 2.79%
$264.18 - $304.19 $18.5K - $21.3K
2.44K $683K
MO
Altria Group, Inc.

Consumer Defensive
-1
- 0.01%
$49.06 - $57.74 $49.1 - $57.7
13.4K $702K
GILD
Gilead Sciences, Inc.

Healthcare
-42
- 1.65%
$83.95 - $97.9 $3.53K - $4.11K
2.5K $230K
OKE
Oneok Inc

Energy
-153
- 4.19%
$92.28 - $117.05 $14.1K - $17.9K
3.5K $351K
KMI
Kinder Morgan, Inc.

Energy
-1.62K
- 11.44%
$22.59 - $28.54 $36.5K - $46.1K
12.5K $342K
RJF
Raymond James Financial Inc

Financial Services
-225
- 10.11%
$123.0 - $170.1 $27.7K - $38.3K
2K $310K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-9
- 0.18%
$521.84 - $558.82 $4.7K - $5.03K
5.08K $2.74M
VFH
Vanguard Financial ETF

ETFs
-140
- 1.49%
$108.87 - $126.2 $15.2K - $17.7K
9.24K $1.09M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-940
- 1.09%
$53.94 - $58.15 $50.7K - $54.7K
85.5K $4.82M
BK
Bank Of New York Mellon Corp

Financial Services
-50
- 0.31%
$70.82 - $81.87 $3.54K - $4.09K
15.9K $1.22M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-617
- 4.98%
$45.39 - $62.98 $28K - $38.9K
11.8K $668K
TRV
Travelers Companies, Inc.

Financial Services
-125
- 0.74%
$225.97 - $266.66 $28.2K - $33.3K
16.9K $4.06M
MA
Mastercard Inc

Financial Services
-96
- 1.91%
$491.3 - $536.15 $47.2K - $51.5K
4.94K $2.6M
PLTR
Palantir Technologies Inc.

Technology
-9.11K
- 42.57%
$36.46 - $82.38 $332K - $751K
12.3K $929K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-100
- 0.46%
$178.39 - $215.0 $17.8K - $21.5K
21.5K $4.15M
WMT
Walmart Inc.

Consumer Defensive
-203
- 1.11%
$79.1 - $95.7 $16.1K - $19.4K
18.1K $1.64M
SPY
Spdr S&P 500 ETF Trust

ETFs
-80
- 0.44%
$567.81 - $607.81 $45.4K - $48.6K
18.1K $10.6M
Activity Summary
Buys All Purchases 112 New Holdings 10 Increased Positions 102 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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