Principle Wealth Partners LLC Sells in Q1 2025

Principle Wealth Partners LLC

  • $1.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-910
- 7.98%
N/A
10.5K $900K
PEP
Pepsico Inc

Consumer Defensive
-99
- 0.34%
$142.64 - $156.42 $14.1K - $15.5K
29.3K $4.4M
VBK
Vanguard Small Cap Growth ETF

ETFs
-30
- 1.23%
$247.97 - $296.33 $7.44K - $8.89K
2.41K $607K
KNTK
Kinetik Holdings Inc.

Energy
-630
- 8.75%
$49.51 - $66.5 $31.2K - $41.9K
6.57K $341K
VT
Vanguard Total World Stk Index

ETFs
-453
- 4.84%
$115.08 - $123.97 $52.1K - $56.2K
8.91K $1.03M
KMI
Kinder Morgan, Inc.

Energy
-2.62K
- 20.96%
$26.1 - $31.22 $68.4K - $81.8K
9.88K $281K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.5K
- 24.14%
$42.5 - $46.71 $63.8K - $70.1K
4.71K $213K
SWK
Stanley Black & Decker, Inc.

Industrials
-435
- 5.79%
$76.43 - $90.41 $33.2K - $39.3K
7.08K $544K
XLI
Industrial Sector Spdr

ETFs
-386
- 3.77%
$128.78 - $141.67 $49.7K - $54.7K
9.86K $1.29M
ADP
Automatic Data Processing Inc

Industrials
-635
- 5.79%
$286.85 - $318.64 $182K - $202K
10.3K $3.16M
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
-15.6K
- 27.43%
$2.51 - $3.16 $39.2K - $49.4K
41.4K $124K
CLX
Clorox CO

Consumer Defensive
-60
- 2.35%
$141.76 - $162.89 $8.51K - $9.77K
2.49K $367K
VTRS
Viatris Inc

Healthcare
-38
- 0.31%
$8.68 - $12.42 $330 - $472
12.2K $106K
PSTL
Postal Realty Trust, Inc.

Real Estate
-4.45K
- 27.37%
$12.42 - $14.39 $55.2K - $64K
11.8K $168K
XLF
Financial Sector Spdr

ETFs
-1.25K
- 8.91%
$47.32 - $52.19 $59.1K - $65.1K
12.8K $635K
IYH
Ishares Tr

ETFs
-1K
- 13.27%
$58.32 - $62.76 $58.3K - $62.8K
6.54K $397K
IFF
International Flavors & Fragrances Inc

Basic Materials
-36
- 0.77%
$76.48 - $87.72 $2.75K - $3.16K
4.67K $362K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-1.62K
- 9.03%
$19.8 - $19.97 $32.2K - $32.4K
16.4K $324K
NSC
Norfolk Southern Corp

Industrials
-200
- 1.81%
$227.69 - $259.76 $45.5K - $52K
10.9K $2.57M
DD
Du Pont De Nemours, Inc.

Basic Materials
-146
- 2.07%
$72.7 - $84.32 $10.6K - $12.3K
6.92K $516K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-98
- 6.08%
$179.71 - $192.06 $17.6K - $18.8K
1.52K $279K
PFF
Ishares Trust Ishares Pfd And

ETFs
-190
- 1.24%
$30.73 - $32.26 $5.84K - $6.13K
15.2K $465K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-18
- 1.0%
$168.16 - $186.21 $3.03K - $3.35K
1.79K $305K
SPGI
S&P Global Inc.

Financial Services
-49
- 3.96%
$478.26 - $543.77 $23.4K - $26.6K
1.19K $603K
RDVY
First Trust Rising Dividend Ac

ETFs
-170
- 3.15%
$57.22 - $63.39 $9.73K - $10.8K
5.23K $306K
CMCSA
Comcast Corp

Communication Services
-22
- 0.14%
$33.19 - $38.23 $730 - $841
15.9K $586K
COST
Costco Wholesale Corp

Consumer Defensive
-190
- 3.31%
$890.62 - $1076.86 $169K - $205K
5.55K $5.24M
MGV
Vanguard Mega Cap Value

ETFs
-1.16K
- 3.24%
$123.61 - $133.01 $143K - $154K
34.5K $4.45M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-114
- 2.45%
$49.78 - $53.19 $5.67K - $6.06K
4.53K $231K
ZTS
Zoetis Inc.

Healthcare
-100
- 1.66%
$156.48 - $175.67 $15.6K - $17.6K
5.94K $978K
Te Connectivity PLC
-500
- 15.68%
N/A
2.69K $0
Alps ETF Tr
-84.7K
- 7.83%
N/A
998K $0
J P Morgan Exchange Traded F
-203
- 2.76%
N/A
7.15K $0
Ge Vernova Inc
-3K
- 59.92%
N/A
2.01K $0
PLD
Prologis, Inc.

Real Estate
-147
- 4.45%
$103.59 - $124.04 $15.2K - $18.2K
3.16K $352K
VDE
Vanguard Energy ETF

ETFs
-267
- 4.66%
$119.14 - $132.76 $31.8K - $35.4K
5.46K $708K
PG
Procter & Gamble CO

Consumer Defensive
-1.13K
- 1.52%
$158.56 - $176.26 $179K - $198K
73.1K $12.5M
MDT
Medtronic PLC

Healthcare
-231
- 4.79%
$79.84 - $94.5 $18.4K - $21.8K
4.6K $412K
WMB
Williams Companies, Inc.

Energy
-114
- 1.93%
$54.02 - $61.09 $6.16K - $6.96K
5.81K $347K
BMY
Bristol Myers Squibb CO

Healthcare
-601
- 4.12%
$53.9 - $63.11 $32.4K - $37.9K
14K $853K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-550
- 5.5%
$24.11 - $28.41 $13.3K - $15.6K
9.45K $268K
LVHI
Franklin International Low Vol

ETFs
-4.61K
- 4.66%
$30.53 - $32.85 $141K - $151K
94.2K $3.05M
XLV
Select Sector Spdr Fund Health

ETFs
-802
- 4.02%
$137.61 - $149.68 $110K - $120K
19.2K $2.8M
MELI
Mercadolibre Inc

Consumer Cyclical
-1
- 0.39%
$1739.0 - $2260.0 $1.74K - $2.26K
255 $497K
XLE
Energy Sector Spdr

ETFs
-111
- 1.19%
$85.7 - $93.96 $9.51K - $10.4K
9.25K $864K
ED
Consolidated Edison Inc

Utilities
-538
- 8.33%
$88.0 - $110.59 $47.3K - $59.5K
5.92K $655K
GLD
Spdr Gold Trust

ETFs
-81
- 3.0%
$243.19 - $288.14 $19.7K - $23.3K
2.62K $754K
OTIS
Otis Worldwide Corp

Industrials
-50
- 0.44%
$90.77 - $104.01 $4.54K - $5.2K
11.2K $1.16M
ABT
Abbott Laboratories

Healthcare
-270
- 3.29%
$111.1 - $140.22 $30K - $37.9K
7.94K $1.05M
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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