Principle Wealth Partners LLC Purchases in Q3 2024

Principle Wealth Partners LLC

  • $1.33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
101K
+ 64.08%
$105.53 - $118.34 $10.7M - $12M
259K $30.3M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
196K
+ 126.54%
$48.27 - $49.43 $9.48M - $9.71M
352K $17.4M
XLG
Invesco Exchange Traded Fd Tr

ETFs
158K
+ 19.29%
$42.54 - $47.97 $6.74M - $7.6M
980K $46.6M
AAPL
Apple Inc.

Technology
794
+ 0.22%
$207.23 - $234.82 $165K - $186K
370K $86.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
30.6K
+ 5.96%
$77.02 - $85.06 $2.36M - $2.61M
544K $46M
MCD
Mcdonalds Corp

Consumer Cyclical
209
+ 0.31%
$245.82 - $304.51 $51.4K - $63.6K
68K $20.7M
CGGO
Capital Group Global Growth Eq

ETFs
85.2K
+ 22.06%
$27.25 - $30.52 $2.32M - $2.6M
471K $14.2M
RTX
Raytheon Technologies Corp

Industrials
511
+ 0.41%
$99.55 - $123.34 $50.9K - $63K
124K $15M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
11.9K
+ 24.52%
$211.47 - $281.27 $2.52M - $3.36M
60.6K $14.9M
JNJ
Johnson & Johnson

Healthcare
1.87K
+ 1.68%
$145.48 - $167.38 $272K - $312K
113K $18.3M
TSLA
Tesla, Inc.

Consumer Cyclical
350
+ 1.77%
$191.76 - $263.26 $67.1K - $92.1K
20.1K $5.26M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.46K
+ 8.75%
$517.38 - $573.86 $757K - $840K
18.2K $10.4M
CSCO
Cisco Systems, Inc.

Technology
2.88K
+ 1.51%
$44.74 - $53.22 $129K - $153K
194K $10.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 0.13%
$405.19 - $478.57 $12.2K - $14.4K
22.7K $10.5M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5.98K
+ 36.34%
$127.29 - $141.5 $761K - $846K
22.4K $3.13M
META
Meta Platforms, Inc.

Communication Services
556
+ 5.86%
$453.41 - $572.44 $252K - $318K
10K $5.75M
LMT
Lockheed Martin Corp

Industrials
5
+ 0.07%
$460.3 - $584.56 $2.3K - $2.92K
7.18K $4.2M
VO
Vanguard Mid Cap ETF

ETFs
545
+ 1.77%
$237.84 - $263.83 $130K - $144K
31.4K $8.28M
LOW
Lowes Companies Inc

Consumer Cyclical
166
+ 1.2%
$213.3 - $270.78 $35.4K - $44.9K
14K $3.79M
GIS
General Mills Inc

Consumer Defensive
3.39K
+ 7.35%
$62.5 - $75.15 $212K - $255K
49.5K $3.66M
DVY
Ishares Tr

ETFs
2.63K
+ 9.82%
$119.99 - $135.74 $315K - $356K
29.4K $3.97M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
209
+ 0.4%
$305.34 - $350.41 $63.8K - $73.2K
52.1K $18M
EXC
Exelon Corp

Utilities
6.68K
+ 13.05%
$34.24 - $40.55 $229K - $271K
57.8K $2.35M
NEE
Nextera Energy Inc

Utilities
939
+ 2.72%
$69.9 - $84.97 $65.6K - $79.8K
35.4K $2.99M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.1K
+ 3.85%
$54.98 - $59.51 $226K - $244K
111K $6.58M
VTV
Vanguard Value ETF

ETFs
1.69K
+ 9.69%
$159.75 - $174.57 $269K - $294K
19.1K $3.33M
V
Visa Inc.

Financial Services
149
+ 0.38%
$253.74 - $291.56 $37.8K - $43.4K
38.9K $10.7M
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.01%
$201.87 - $242.35 $202 - $242
17K $3.98M
QQQ
Invesco Qqq Trust, Series 1

ETFs
818
+ 6.6%
$434.77 - $502.96 $356K - $411K
13.2K $6.45M
ITA
Ishares Tr

ETFs
2
+ 0.01%
$131.58 - $149.64 $263 - $299
27.6K $4.13M
CARR
Carrier Global Corp

Industrials
604
+ 2.43%
$61.9 - $80.88 $37.4K - $48.9K
25.4K $2.05M
DOW
Dow Inc.

Basic Materials
5.81K
+ 6.71%
$50.15 - $55.41 $292K - $322K
92.5K $5.05M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.39K
+ 2.23%
$96.3 - $106.49 $231K - $255K
110K $11.5M
FDVV
Fidelity High Dividend ETF

ETFs
3.09K
+ 4.35%
$46.26 - $50.65 $143K - $157K
74.2K $3.76M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.91K
+ 74.65%
$162.83 - $179.16 $311K - $342K
4.46K $799K
XOM
Exxon Mobil Corp

Energy
1.93K
+ 2.74%
$109.72 - $119.0 $211K - $229K
72.3K $8.48M
TFC
Truist Financial Corp

Financial Services
2.73K
+ 4.29%
$38.22 - $44.94 $104K - $123K
66.5K $2.84M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.78K
+ 95.73%
$114.73 - $120.23 $319K - $334K
5.69K $680K
XLI
Industrial Sector Spdr

ETFs
1.49K
+ 16.89%
$120.56 - $135.44 $180K - $202K
10.3K $1.4M
PLTR
Palantir Technologies Inc.

Technology
2.39K
+ 12.58%
$24.09 - $37.95 $57.6K - $90.8K
21.4K $796K
MGV
Vanguard Mega Cap Value

ETFs
120
+ 0.4%
$118.0 - $128.28 $14.2K - $15.4K
30.3K $3.89M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.22K
New
$41.9 - $48.26 $260K - $300K
6.22K $297K
KNTK
Kinetik Holdings Inc.

Energy
6.17K
New
$38.59 - $47.43 $238K - $293K
6.17K $279K
ISRG
Intuitive Surgical Inc

Healthcare
230
+ 6.67%
$416.14 - $494.01 $95.7K - $114K
3.68K $1.81M
IWM
Ishares Russell 2000 ETF

ETFs
1.14K
+ 95.06%
$200.87 - $224.6 $228K - $255K
2.33K $514K
VB
Vanguard Small Cap ETF

ETFs
313
+ 3.25%
$214.77 - $237.72 $67.2K - $74.4K
9.93K $2.36M
MCO
Moodys Corp

Financial Services
525
New
$421.49 - $494.67 $221K - $260K
525 $249K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
421
+ 0.85%
$58.03 - $65.37 $24.4K - $27.5K
50K $3.24M
TMO
Thermo Fisher Scientific Inc.

Healthcare
71
+ 2.32%
$531.86 - $624.21 $37.8K - $44.3K
3.13K $1.94M
Activity Summary
Buys All Purchases 123 New Holdings 25 Increased Positions 98 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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