Principle Wealth Partners LLC Incresed Positions in Q3 2025

Principle Wealth Partners LLC

  • $1.56 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EXC
Exelon Corp

Utilities
130
+ 0.25%
$42.73 - $45.54 $5.55K - $5.92K
51.1K $2.3M
FAST
Fastenal CO

Industrials
801
+ 11.86%
$42.47 - $50.39 $34K - $40.4K
7.56K $370K
AFL
Aflac Inc

Financial Services
147
+ 1.36%
$98.09 - $111.7 $14.4K - $16.4K
10.9K $1.22M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
4.02K
+ 24.56%
$19.85 - $20.2 $79.8K - $81.2K
20.4K $409K
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.4K
+ 22.52%
$41.29 - $44.71 $57.6K - $62.4K
7.6K $334K
DELL
Dell Technologies Inc.

Technology
40
+ 1.24%
$120.96 - $141.77 $4.84K - $5.67K
3.26K $462K
UBER
Uber Technologies, Inc

Technology
300
+ 4.26%
$86.91 - $99.57 $26.1K - $29.9K
7.35K $719K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
92
+ 17.04%
$435.72 - $463.74 $40.1K - $42.7K
632 $293K
ITOT
Ishares Core S&P Total U.S. St

ETFs
5
+ 0.1%
$135.0 - $146.02 $675 - $730
4.96K $722K
SHEL
Shell PLC

Energy
589
+ 8.34%
$69.82 - $73.93 $41.1K - $43.5K
7.65K $547K
PJT
Pjt Partners Inc.

Financial Services
20
+ 0.57%
$165.08 - $188.27 $3.3K - $3.77K
3.51K $622K
PLD
Prologis, Inc.

Real Estate
4
+ 0.09%
$104.08 - $115.35 $416 - $461
4.57K $523K
ECL
Ecolab Inc.

Basic Materials
135
+ 13.02%
$259.39 - $285.47 $35K - $38.5K
1.17K $320K
T
At&T Inc.

Communication Services
2.22K
+ 6.93%
$26.94 - $29.62 $59.8K - $65.7K
34.3K $967K
SCHW
Schwab Charles Corp

Financial Services
94
+ 1.6%
$91.03 - $98.69 $8.56K - $9.28K
5.98K $571K
JEPI
J P Morgan Exchange Traded Fd

ETFs
38
+ 0.03%
$55.61 - $57.37 $2.11K - $2.18K
112K $6.38M
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.08%
$285.05 - $309.14 $285 - $309
1.31K $402K
EPD
Enterprise Products Partners L.P.

Energy
815
+ 7.77%
$30.74 - $32.14 $25.1K - $26.2K
11.3K $353K
KMI
Kinder Morgan, Inc.

Energy
1.35K
+ 13.3%
$26.23 - $28.5 $35.5K - $38.5K
11.5K $326K
XLF
Financial Sector Spdr

ETFs
82
+ 0.6%
$51.37 - $54.25 $4.21K - $4.45K
13.7K $738K
CLX
Clorox CO

Consumer Defensive
110
+ 4.59%
$117.67 - $131.43 $12.9K - $14.5K
2.51K $309K
VOOV
Vanguard S&P 500 Value ETF

ETFs
2
+ 0.13%
$187.97 - $199.47 $376 - $399
1.52K $302K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
12
+ 0.34%
$61.83 - $67.07 $742 - $805
3.51K $231K
TT
Trane Technologies PLC

Industrials
63
+ 6.73%
$398.96 - $472.54 $25.1K - $29.8K
999 $421K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
5.73K
+ 14.94%
$3.51 - $4.74 $20.1K - $27.2K
44.1K $175K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.01%
$72.01 - $74.44 $72 - $74.4
14.8K $1.09M
WMB
Williams Companies, Inc.

Energy
55
+ 0.75%
$56.52 - $64.01 $3.11K - $3.52K
7.37K $466K
SYK
Stryker Corp

Healthcare
161
+ 7.3%
$368.57 - $403.53 $59.3K - $65K
2.37K $874K
IDVO
Amplify ETF Tr Intl Enhanced D
25K
+ 132.87%
N/A
43.9K $0
Brookfield Corp
100
+ 2.92%
N/A
3.53K $0
Ge Vernova Inc
41
+ 1.92%
N/A
2.18K $0
Bny Mellon ETF Trust Ii
102K
+ 2.81%
N/A
3.71M $0
Linde PLC
136
+ 8.8%
N/A
1.68K $0
Fidelity Wise Origin Bitcoin
2.95K
+ 24.99%
N/A
14.8K $0
T Rowe Price ETF Inc
8.66K
+ 2.59%
N/A
343K $0
LYB
Lyondell Basell Industries N.V.

Basic Materials
582
+ 16.03%
$48.34 - $67.22 $28.1K - $39.1K
4.21K $206K
PRU
Prudential Financial Inc

Financial Services
1.46K
+ 3.46%
$100.68 - $109.89 $147K - $161K
43.8K $4.54M
ARCC
Ares Capital Corp

Financial Services
123
+ 1.05%
$20.41 - $23.25 $2.51K - $2.86K
11.8K $241K
CHD
Church & Dwight CO Inc

Consumer Defensive
100
+ 2.0%
$85.84 - $99.09 $8.58K - $9.91K
5.1K $446K
DOW
Dow Inc.

Basic Materials
159
+ 1.07%
$20.87 - $30.37 $3.32K - $4.83K
15K $345K
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.39%
$2292.04 - $2514.05 $2.29K - $2.51K
255 $595K
LLY
Eli Lilly & CO

Healthcare
47
+ 0.7%
$625.65 - $812.69 $29.4K - $38.2K
6.8K $5.19M
INTU
Intuit Inc

Technology
7
+ 0.51%
$646.03 - $807.39 $4.52K - $5.65K
1.39K $946K
KMB
Kimberly Clark Corp

Consumer Defensive
325
+ 0.76%
$121.72 - $136.77 $39.6K - $44.5K
43.1K $5.36M
WM
Waste Management Inc

Industrials
2
+ 0.01%
$213.88 - $237.1 $428 - $474
23.9K $5.28M
CI
Cigna Corp

Healthcare
14
+ 0.22%
$262.23 - $334.39 $3.67K - $4.68K
6.27K $1.81M
HON
Honeywell International Inc

Industrials
355
+ 2.23%
$207.7 - $240.4 $73.7K - $85.3K
16.3K $3.43M
KO
Coca Cola CO

Consumer Defensive
1.05K
+ 1.26%
$65.67 - $71.67 $69.2K - $75.5K
84.8K $5.63M
PG
Procter & Gamble CO

Consumer Defensive
650
+ 0.89%
$150.47 - $161.22 $97.8K - $105K
73.9K $11.3M
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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