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
ELV
Elevance Health, Inc.

Healthcare
-80
- 3.13%
$365.9 - $436.25 $29.3K - $34.9K
2.47K $1.08M
T
At&T Inc.

Communication Services
-111
- 0.37%
$21.56 - $28.28 $2.39K - $3.14K
29.5K $835K
ITA
Ishares Tr

ETFs
-332
- 1.2%
$144.84 - $159.5 $48.1K - $53K
27.3K $4.18M
TRV
Travelers Companies, Inc.

Financial Services
-873
- 5.17%
$232.43 - $265.13 $203K - $231K
16K $4.23M
DUK
Duke Energy Corp

Utilities
-1.58K
- 3.77%
$105.87 - $121.97 $167K - $192K
40.2K $4.91M
KMB
Kimberly Clark Corp

Consumer Defensive
-59
- 0.14%
$124.46 - $147.4 $7.34K - $8.7K
42.7K $6.08M
CSCO
Cisco Systems, Inc.

Technology
-115
- 0.06%
$58.74 - $64.87 $6.76K - $7.46K
193K $11.9M
CVS
Cvs Health Corp

Healthcare
-303
- 1.37%
$44.22 - $68.64 $13.4K - $20.8K
21.8K $1.48M
WM
Waste Management Inc

Industrials
-155
- 0.64%
$200.54 - $233.78 $31.1K - $36.2K
24K $5.56M
KO
Coca Cola CO

Consumer Defensive
-865
- 1.02%
$60.81 - $72.32 $52.6K - $62.6K
84.1K $6.02M
MMM
3 M CO

Industrials
-206
- 0.46%
$129.7 - $155.12 $26.7K - $32K
44.8K $6.58M
CVX
Chevron Corp

Energy
-325
- 0.83%
$146.71 - $167.97 $47.7K - $54.6K
38.8K $6.49M
ABBV
Abb Vie Inc.

Healthcare
-615
- 1.82%
$169.2 - $216.66 $104K - $133K
33.1K $6.94M
V
Visa Inc.

Financial Services
-1.09K
- 2.82%
$306.92 - $362.71 $334K - $395K
37.5K $13.2M
PM
Philip Morris International Inc.

Consumer Defensive
-487
- 1.38%
$117.15 - $158.79 $57.1K - $77.3K
34.7K $5.51M
IBM
International Business Machines Corp

Technology
-1.22K
- 2.13%
$217.4 - $264.74 $265K - $323K
55.9K $13.9M
MCD
Mcdonalds Corp

Consumer Cyclical
-134
- 0.2%
$279.74 - $321.29 $37.5K - $43.1K
67.6K $21.1M
JPM
Jpmorgan Chase & CO

Financial Services
-268
- 0.08%
$225.19 - $279.95 $60.4K - $75K
352K $86.3M
RTX
Raytheon Technologies Corp

Industrials
-789
- 0.64%
$114.1 - $135.66 $90K - $107K
122K $16.2M
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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