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
INTC
Intel Corp

Technology
-1.49K
- 9.42%
$18.13 - $22.69 $27K - $33.8K
14.3K $320K
LAMR
Lamar Advertising CO

Real Estate
-503
- 15.06%
$102.35 - $121.67 $51.5K - $61.2K
2.84K $344K
TROW
Price T Rowe Group Inc

Financial Services
-822
- 8.26%
$80.27 - $98.06 $66K - $80.6K
9.13K $880K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-2.04K
- 10.77%
$16.37 - $18.59 $33.4K - $37.9K
16.9K $311K
IBB
Ishares Biotechnology ETF

ETFs
-79
- 1.53%
$112.02 - $129.0 $8.85K - $10.2K
5.08K $642K
TGT
Target Corp

Consumer Defensive
-20
- 0.78%
$88.76 - $105.77 $1.78K - $2.12K
2.53K $249K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-200
- 1.91%
N/A
10.3K $883K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-1.45K
- 11.02%
$19.16 - $23.81 $27.8K - $34.5K
11.7K $278K
MET
Metlife Inc

Financial Services
-109
- 3.6%
$68.42 - $82.49 $7.46K - $8.99K
2.92K $234K
PVAL
Putnam ETF Tr Putnam Focused L
-652
- 5.79%
$33.6 - $40.23 $21.9K - $26.2K
10.6K $427K
SMOT
Vaneck ETF Tr Morningstar Smid
-794K
- 98.49%
N/A
12.2K $0
J P Morgan Exchange Traded F
-499
- 6.98%
N/A
6.65K $0
Alps ETF Tr
-213K
- 21.31%
N/A
785K $0
Blackrock Inc
-144
- 2.51%
N/A
5.59K $0
LVHI
Franklin International Low Vol

ETFs
-272
- 0.29%
$28.91 - $33.28 $7.86K - $9.05K
94K $3.06M
ABT
Abbott Laboratories

Healthcare
-86
- 1.08%
$123.95 - $138.08 $10.7K - $11.9K
7.86K $1.07M
CG
Carlyle Group Inc.

Financial Services
-900
- 11.21%
$34.78 - $51.4 $31.3K - $46.3K
7.13K $366K
RDVY
First Trust Rising Dividend Ac

ETFs
-81
- 1.55%
$51.6 - $62.74 $4.18K - $5.08K
5.15K $323K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
-770
- 4.09%
$38.78 - $49.2 $29.9K - $37.9K
18.1K $879K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-8
- 0.45%
$152.42 - $182.82 $1.22K - $1.46K
1.78K $325K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
-3K
- 7.25%
$2.6 - $4.33 $7.8K - $13K
38.4K $164K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-97
- 3.8%
$101.69 - $139.02 $9.86K - $13.5K
2.46K $341K
TFC
Truist Financial Corp

Financial Services
-1.53K
- 2.37%
$34.79 - $42.99 $53.2K - $65.7K
63K $2.71M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-4.34K
- 6.01%
$82.17 - $99.96 $356K - $433K
67.8K $6.66M
CMI
Cummins Inc

Industrials
-520
- 3.09%
$267.12 - $336.65 $139K - $175K
16.3K $5.34M
MMM
3 M CO

Industrials
-1.15K
- 2.56%
$126.09 - $154.15 $145K - $177K
43.6K $6.64M
VTV
Vanguard Value ETF

ETFs
-39
- 0.21%
$153.67 - $176.74 $5.99K - $6.89K
18.7K $3.3M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-160
- 2.27%
$91.62 - $116.16 $14.7K - $18.6K
6.89K $799K
VB
Vanguard Small Cap ETF

ETFs
-245
- 2.47%
$193.73 - $237.37 $47.5K - $58.2K
9.69K $2.3M
XLI
Industrial Sector Spdr

ETFs
-5
- 0.05%
$116.42 - $147.52 $582 - $738
9.85K $1.45M
MELI
Mercadolibre Inc

Consumer Cyclical
-1
- 0.39%
$1794.73 - $2613.63 $1.79K - $2.61K
254 $663K
QCOM
Qualcomm Inc

Technology
-314
- 0.77%
$124.66 - $159.48 $39.1K - $50.1K
40.5K $6.45M
FDVV
Fidelity High Dividend ETF

ETFs
-304
- 0.37%
$43.6 - $52.02 $13.3K - $15.8K
81.4K $4.23M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-6.52K
- 5.46%
$86.05 - $107.7 $561K - $702K
113K $12.2M
CARR
Carrier Global Corp

Industrials
-190
- 0.75%
$55.55 - $75.83 $10.6K - $14.4K
25.2K $1.84M
HON
Honeywell International Inc

Industrials
-310
- 1.91%
$182.86 - $232.88 $56.7K - $72.2K
15.9K $3.71M
IYW
Ishares Dj Us Tech ETF

ETFs
-274
- 2.31%
$122.57 - $173.27 $33.6K - $47.5K
11.6K $2.01M
AXP
American Express CO

Financial Services
-190
- 2.11%
$231.39 - $318.98 $44K - $60.6K
8.83K $2.82M
GD
General Dynamics Corp

Industrials
-324
- 1.16%
$247.68 - $291.66 $80.2K - $94.5K
27.7K $8.08M
NOW
Service Now, Inc.

Technology
-18
- 0.86%
$721.65 - $1040.18 $13K - $18.7K
2.07K $2.13M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-351
- 0.29%
$114.78 - $133.31 $40.3K - $46.8K
120K $16M
VO
Vanguard Mid Cap ETF

ETFs
-625
- 1.98%
$228.54 - $279.83 $143K - $175K
30.9K $8.65M
DIS
Walt Disney CO

Communication Services
-419
- 1.68%
$81.72 - $124.01 $34.2K - $52K
24.5K $3.04M
PM
Philip Morris International Inc.

Consumer Defensive
-273
- 0.79%
$149.23 - $184.95 $40.7K - $50.5K
34.4K $6.27M
ITA
Ishares Tr

ETFs
-998
- 3.65%
$135.31 - $188.64 $135K - $188K
26.3K $4.97M
IGV
Ishares Expanded Tech Software

ETFs
-8.28K
- 8.99%
$80.15 - $109.5 $664K - $907K
83.8K $9.18M
CAT
Caterpillar Inc

Industrials
-307
- 1.42%
$273.94 - $388.21 $84.1K - $119K
21.2K $8.25M
CSCO
Cisco Systems, Inc.

Technology
-687
- 0.36%
$53.19 - $69.38 $36.5K - $47.7K
192K $13.4M
RTX
Raytheon Technologies Corp

Industrials
-479
- 0.39%
$113.75 - $148.48 $54.5K - $71.1K
122K $17.8M
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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