Principle Wealth Partners LLC Sells in Q3 2025

Principle Wealth Partners LLC

  • $1.56 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-65.9K
- 58.36%
$107.27 - $113.94 $7.07M - $7.51M
47K $5.34M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-232K
- 24.35%
$26.38 - $27.95 $6.11M - $6.47M
719K $19.6M
GIS
General Mills Inc

Consumer Defensive
-14.6K
- 49.05%
$48.44 - $53.83 $708K - $787K
15.2K $765K
PM
Philip Morris International Inc.

Consumer Defensive
-248
- 0.72%
$157.77 - $183.27 $39.1K - $45.5K
34.2K $5.54M
V
Visa Inc.

Financial Services
-307
- 0.78%
$332.09 - $358.86 $102K - $110K
39.1K $13.4M
NFLX
Netflix Inc

Communication Services
-10
- 0.26%
$1147.87 - $1297.18 $11.5K - $13K
3.85K $4.61M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-6.5K
- 44.6%
$65.64 - $78.22 $427K - $508K
8.08K $541K
ACN
Accenture PLC

Technology
-1.19K
- 40.46%
$232.56 - $304.78 $276K - $361K
1.74K $430K
COST
Costco Wholesale Corp

Consumer Defensive
-34
- 0.56%
$915.95 - $994.57 $31.1K - $33.8K
6.01K $5.56M
ADBE
Adobe Inc.

Technology
-901
- 35.13%
$333.65 - $392.1 $301K - $353K
1.66K $586K
CRM
Salesforce, Inc.

Technology
-6
- 0.06%
$231.66 - $273.65 $1.39K - $1.64K
9.64K $2.28M
TXN
Texas Instruments Inc

Technology
-1.71K
- 5.98%
N/A
26.9K $5.24M
NOW
Service Now, Inc.

Technology
-90
- 4.35%
$850.86 - $1044.69 $76.6K - $94K
1.98K $1.82M
CMCSA
Comcast Corp

Communication Services
-7.5K
- 46.58%
$31.41 - $36.33 $235K - $272K
8.6K $270K
DIS
Walt Disney CO

Communication Services
-483
- 1.97%
$112.25 - $124.0 $54.2K - $59.9K
24K $2.75M
PANW
Palo Alto Networks Inc

Technology
-1.26K
- 4.38%
$167.06 - $208.19 $210K - $261K
27.4K $5.58M
CRWD
Crowd Strike Holdings, Inc.

Technology
-370
- 24.93%
$412.46 - $514.1 $153K - $190K
1.11K $546K
CSCO
Cisco Systems, Inc.

Technology
-358
- 0.19%
$66.2 - $71.79 $23.7K - $25.7K
192K $13.1M
META
Meta Platforms, Inc.

Communication Services
-183
- 1.17%
$695.21 - $791.73 $127K - $145K
15.5K $11.4M
SBUX
Starbucks Corp

Consumer Cyclical
-1.19K
- 11.47%
$81.9 - $96.86 $97.5K - $115K
9.19K $777K
PEP
Pepsico Inc

Consumer Defensive
-2.45K
- 11.56%
$133.81 - $152.16 $327K - $372K
18.7K $2.63M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-8.36K
- 2.83%
$45.92 - $47.76 $384K - $399K
287K $13.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-829
- 0.51%
$211.65 - $238.24 $175K - $198K
161K $35.3M
QCOM
Qualcomm Inc

Technology
-2.65K
- 6.53%
$145.84 - $173.55 $386K - $459K
37.9K $6.3M
AMT
American Tower Corp

Real Estate
-260
- 8.34%
$192.32 - $232.35 $50K - $60.4K
2.86K $549K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.3K
- 11.97%
$60.9 - $70.75 $79K - $91.8K
9.54K $596K
EMR
Emerson Electric CO

Industrials
-315
- 0.8%
$128.6 - $149.63 $40.5K - $47.1K
39.2K $5.14M
CL
Colgate Palmolive CO

Consumer Defensive
-451
- 5.51%
$79.36 - $93.33 $35.8K - $42.1K
7.74K $618K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-849
- 18.87%
$181.56 - $190.33 $154K - $162K
3.65K $692K
VOE
Vanguard Mid Cap Value Index F

ETFs
-914
- 22.15%
$164.63 - $174.58 $150K - $160K
3.21K $560K
UPS
United Parcel Service Inc

Industrials
-227
- 4.0%
$82.58 - $105.54 $18.7K - $24K
5.44K $454K
XLI
Industrial Sector Spdr

ETFs
-1.14K
- 11.56%
$147.94 - $154.99 $169K - $177K
8.71K $1.34M
VZ
Verizon Communications Inc

Communication Services
-3.15K
- 6.95%
$40.84 - $45.06 $129K - $142K
42.2K $1.85M
IWS
Ishares Russell Midcap Value E

ETFs
-1.05K
- 20.27%
$132.83 - $140.61 $139K - $147K
4.11K $574K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-5.35K
- 7.89%
$98.53 - $107.1 $527K - $573K
62.5K $6.56M
ZTS
Zoetis Inc.

Healthcare
-197
- 2.85%
$141.13 - $159.19 $27.8K - $31.4K
6.72K $982K
VST
Vistra Corp.

Utilities
-641
- 4.26%
$182.0 - $217.92 $117K - $140K
14.4K $2.82M
OTIS
Otis Worldwide Corp

Industrials
-76
- 0.68%
$84.93 - $101.07 $6.45K - $7.68K
11.2K $1.02M
MSTR
Microstrategy Inc

Technology
-2
- 0.21%
$300.7 - $455.9 $601 - $912
967 $311K
BMY
Bristol Myers Squibb CO

Healthcare
-1.3K
- 9.83%
$43.31 - $48.98 $56.1K - $63.4K
11.9K $536K
DE
Deere & CO

Industrials
-5
- 0.37%
$457.26 - $524.37 $2.29K - $2.62K
1.34K $611K
SPGI
S&P Global Inc.

Financial Services
-12
- 0.93%
$484.94 - $564.15 $5.82K - $6.77K
1.29K $625K
IWV
Ishares Russell 3000 ETF

ETFs
-219
- 20.15%
$351.04 - $379.81 $76.9K - $83.2K
868 $328K
APD
Air Products & Chemicals, Inc.

Basic Materials
-100
- 3.87%
$265.78 - $299.3 $26.6K - $29.9K
2.48K $677K
CTAS
Cintas Corp

Industrials
-104
- 6.34%
$199.29 - $226.27 $20.7K - $23.5K
1.54K $315K
LAMR
Lamar Advertising CO

Real Estate
-430
- 15.16%
$114.98 - $128.82 $49.4K - $55.4K
2.41K $294K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-90
- 6.38%
$196.15 - $217.83 $17.7K - $19.6K
1.32K $266K
EOG
Eog Resources Inc

Energy
-180
- 7.13%
$112.12 - $126.1 $20.2K - $22.7K
2.34K $262K
DHR
Danaher Corp

Healthcare
-176
- 3.4%
$181.46 - $212.2 $31.9K - $37.3K
5K $991K
Activity Summary
Buys All Purchases 114 New Holdings 12 Increased Positions 102 Sells All Sells 137 Reductions 137 Sold out 0 Options Calls 0 Puts 0
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