Principle Wealth Partners LLC Sells in Q2 2025

Principle Wealth Partners LLC

  • $1.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-275K
- 96.39%
$90.56 - $109.49 $24.9M - $30.1M
10.3K $1.12M
ACN
Accenture PLC

Technology
-8.16K
- 73.59%
$279.23 - $323.21 $2.28M - $2.64M
2.93K $875K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-21K
- 80.25%
$108.87 - $133.04 $2.28M - $2.79M
5.16K $686K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-37.1K
- 15.85%
$50.52 - $50.92 $1.88M - $1.89M
197K $10M
AMGN
Amgen Inc

Healthcare
-2.21K
- 6.77%
$262.28 - $309.85 $579K - $684K
30.4K $8.48M
JNJ
Johnson & Johnson

Healthcare
-1.18K
- 1.05%
$146.36 - $159.82 $173K - $189K
111K $17M
PEP
Pepsico Inc

Consumer Defensive
-8.16K
- 27.83%
$128.02 - $151.37 $1.04M - $1.24M
21.2K $2.79M
GIS
General Mills Inc

Consumer Defensive
-21.4K
- 41.83%
$50.37 - $60.97 $1.08M - $1.31M
29.8K $1.54M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-21.5K
- 6.78%
$45.9 - $48.26 $987K - $1.04M
296K $13.8M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 14.29%
$725400.0 - $809350.0 $725K - $809K
6 $4.37M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-10.1K
- 8.31%
$51.14 - $57.0 $518K - $577K
112K $6.35M
COP
Conocophillips

Energy
-7
- 0.02%
$82.66 - $106.1 $579 - $743
37.2K $3.34M
PFE
Pfizer Inc

Healthcare
-10.3K
- 5.94%
$21.59 - $24.84 $223K - $257K
164K $3.96M
DOW
Dow Inc.

Basic Materials
-7.83K
- 34.47%
$25.81 - $34.89 $202K - $273K
14.9K $394K
AEP
American Electric Power CO Inc

Utilities
-1.41K
- 4.0%
$98.59 - $109.11 $139K - $154K
33.8K $3.51M
DUK
Duke Energy Corp

Utilities
-1.29K
- 3.2%
$112.46 - $124.05 $145K - $160K
38.9K $4.6M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.39K
- 45.74%
$116.93 - $119.39 $280K - $286K
2.84K $337K
D
Dominion Energy, Inc

Utilities
-5.17K
- 8.39%
$49.66 - $58.0 $256K - $300K
56.4K $3.19M
XLV
Select Sector Spdr Fund Health

ETFs
-255
- 1.33%
$128.77 - $144.3 $32.8K - $36.8K
18.9K $2.55M
BMY
Bristol Myers Squibb CO

Healthcare
-814
- 5.82%
$44.12 - $59.6 $35.9K - $48.5K
13.2K $610K
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.09K
- 45.21%
$219.76 - $276.94 $240K - $302K
1.32K $365K
XLE
Energy Sector Spdr

ETFs
-1.1K
- 11.94%
$76.44 - $94.13 $84.4K - $104K
8.14K $690K
AFL
Aflac Inc

Financial Services
-965
- 8.22%
$99.77 - $112.45 $96.3K - $109K
10.8K $1.14M
VHT
Vanguard Health Care ETF

ETFs
-187
- 2.58%
$236.71 - $261.92 $44.3K - $49K
7.07K $1.76M
LOW
Lowes Companies Inc

Consumer Cyclical
-2
- 0.01%
$210.83 - $235.28 $422 - $471
13.7K $3.04M
UPS
United Parcel Service Inc

Industrials
-909
- 13.81%
$91.92 - $110.2 $83.6K - $100K
5.67K $572K
USB
Us Bancorp \De\

Financial Services
-5.25K
- 14.24%
$36.4 - $45.76 $191K - $240K
31.6K $1.43M
TRV
Travelers Companies, Inc.

Financial Services
-620
- 3.88%
$233.83 - $276.34 $145K - $171K
15.4K $4.11M
SBUX
Starbucks Corp

Consumer Cyclical
-485
- 4.47%
$79.69 - $99.41 $38.6K - $48.2K
10.4K $950K
SWK
Stanley Black & Decker, Inc.

Industrials
-716
- 10.11%
$55.86 - $76.98 $40K - $55.1K
6.36K $431K
VZ
Verizon Communications Inc

Communication Services
-416
- 0.91%
$41.67 - $45.62 $17.3K - $19K
45.3K $1.96M
AMAT
Applied Materials Inc

Technology
-1.39K
- 36.62%
$126.95 - $183.52 $176K - $255K
2.41K $440K
KO
Coca Cola CO

Consumer Defensive
-350
- 0.42%
$68.37 - $73.9 $23.9K - $25.9K
83.8K $5.93M
WM
Waste Management Inc

Industrials
-112
- 0.47%
$216.47 - $242.1 $24.2K - $27.1K
23.9K $5.47M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-4.79K
- 43.7%
$40.51 - $71.03 $194K - $340K
6.17K $433K
DHR
Danaher Corp

Healthcare
-225
- 4.17%
$174.64 - $205.16 $39.3K - $46.2K
5.18K $1.02M
CCI
Crown Castle International Corp

Real Estate
-779
- 24.97%
$94.83 - $107.06 $73.9K - $83.4K
2.34K $240K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-75
- 0.34%
$146.74 - $176.07 $11K - $13.2K
21.7K $3.53M
CLX
Clorox CO

Consumer Defensive
-95
- 3.81%
$118.01 - $148.69 $11.2K - $14.1K
2.4K $288K
DVN
Devon Energy Corp

Energy
-645
- 6.5%
$26.8 - $37.92 $17.3K - $24.5K
9.28K $295K
MDT
Medtronic PLC

Healthcare
-685
- 14.91%
$80.68 - $88.86 $55.3K - $60.9K
3.91K $340K
AEM
Agnico Eagle Mines LTD

Basic Materials
-800
- 31.46%
$99.48 - $124.46 $79.6K - $99.6K
1.74K $207K
SO
Southern CO

Utilities
-605
- 0.58%
$84.91 - $92.56 $51.4K - $56K
104K $9.58M
UNP
Union Pacific Corp

Industrials
-107
- 1.74%
$208.27 - $238.46 $22.3K - $25.5K
6.05K $1.39M
WU
Western Union CO

Financial Services
-1.92K
- 9.89%
$8.37 - $10.63 $16.1K - $20.5K
17.5K $147K
EPD
Enterprise Products Partners L.P.

Energy
-644
- 5.78%
$28.95 - $34.22 $18.6K - $22K
10.5K $325K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-2K
- 19.33%
$70.56 - $92.75 $141K - $186K
8.35K $749K
FTCS
First Trust Capital Strength E

ETFs
-600
- 11.64%
$81.6 - $92.39 $49K - $55.4K
4.55K $413K
CB
Chubb LTD

Financial Services
-1
- 0.03%
$274.32 - $302.46 $274 - $302
3.49K $1.01M
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
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