Principle Wealth Partners LLC Reduced Holdings in Q4 2024

Principle Wealth Partners LLC

  • $1.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
-5.64K
- 10.97%
$258.78 - $328.31 $1.46M - $1.85M
45.7K $11.9M
DOW
Dow Inc.

Basic Materials
-38.1K
- 41.23%
$39.1 - $55.34 $1.49M - $2.11M
54.4K $2.18M
JNJ
Johnson & Johnson

Healthcare
-1.26K
- 1.11%
$143.34 - $165.86 $180K - $208K
112K $16.2M
INTC
Intel Corp

Technology
-67K
- 75.05%
$19.07 - $26.23 $1.28M - $1.76M
22.3K $446K
CGGO
Capital Group Global Growth Eq

ETFs
-26.9K
- 5.71%
$29.21 - $30.67 $787K - $826K
444K $13M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-28.3K
- 15.53%
$23.01 - $26.06 $652K - $738K
154K $3.56M
GD
General Dynamics Corp

Industrials
-230
- 0.83%
$260.28 - $314.03 $59.9K - $72.2K
27.4K $7.23M
MSFT
Microsoft Corp

Technology
-357
- 0.33%
$406.35 - $454.46 $145K - $162K
109K $45.8M
MRK
Merck & Co., Inc.

Healthcare
-275
- 0.38%
$96.31 - $114.76 $26.5K - $31.6K
72.1K $7.18M
MCD
Mcdonalds Corp

Consumer Cyclical
-173
- 0.25%
$288.47 - $316.54 $49.9K - $54.8K
67.8K $19.6M
KO
Coca Cola CO

Consumer Defensive
-1.08K
- 1.25%
$61.74 - $71.71 $66.5K - $77.2K
85K $5.29M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-10.1K
- 2.86%
$47.98 - $49.47 $483K - $498K
342K $16.5M
ORCL
Oracle Corp

Technology
-3.6K
- 5.66%
$165.41 - $192.43 $596K - $693K
60.1K $10M
CAT
Caterpillar Inc

Industrials
-554
- 2.49%
$360.37 - $416.88 $200K - $231K
21.7K $7.87M
AMD
Advanced Micro Devices Inc

Technology
-4.13K
- 56.72%
$118.88 - $172.8 $491K - $714K
3.15K $380K
QCOM
Qualcomm Inc

Technology
-759
- 1.87%
$150.4 - $178.04 $114K - $135K
39.8K $6.11M
LLY
Eli Lilly & CO

Healthcare
-34
- 0.52%
$727.2 - $932.06 $24.7K - $31.7K
6.54K $5.05M
ADBE
Adobe Inc.

Technology
-1.14K
- 31.09%
$437.39 - $552.96 $497K - $628K
2.52K $1.12M
RTX
Raytheon Technologies Corp

Industrials
-664
- 0.54%
$114.45 - $127.21 $76K - $84.5K
123K $14.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5.16K
- 3.93%
$126.68 - $134.74 $654K - $695K
126K $16.1M
HD
Home Depot, Inc.

Consumer Cyclical
-218
- 0.55%
$385.02 - $431.37 $83.9K - $94K
39.6K $15.4M
XOM
Exxon Mobil Corp

Energy
-88
- 0.12%
$105.51 - $125.37 $9.28K - $11K
72.2K $7.77M
VIG
Vanguard Dividend Appreciation

ETFs
-3.51K
- 1.38%
N/A
250K $45.5M
UNH
Unitedhealth Group Inc

Healthcare
-40
- 0.53%
$485.52 - $625.25 $19.4K - $25K
7.52K $3.81M
PFE
Pfizer Inc

Healthcare
-3.66K
- 1.89%
$24.8 - $30.19 $90.7K - $110K
190K $5.04M
PG
Procter & Gamble CO

Consumer Defensive
-834
- 1.11%
$161.05 - $179.7 $134K - $150K
74.2K $12.4M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-245
- 1.11%
$176.4 - $231.84 $43.2K - $56.8K
21.8K $3.85M
CVS
Cvs Health Corp

Healthcare
-1.67K
- 7.04%
$43.78 - $67.46 $73.3K - $113K
22.1K $991K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-8.34K
- 2.79%
$50.67 - $50.9 $423K - $425K
291K $14.8M
EXC
Exelon Corp

Utilities
-8.55K
- 14.78%
$36.22 - $40.97 $310K - $350K
49.3K $1.85M
XLV
Select Sector Spdr Fund Health

ETFs
-990
- 4.72%
$136.28 - $154.74 $135K - $153K
20K $2.75M
MMM
3 M CO

Industrials
-865
- 1.89%
$124.74 - $137.12 $108K - $119K
45K $5.81M
ELV
Elevance Health, Inc.

Healthcare
-1
- 0.04%
$365.96 - $514.62 $366 - $515
2.55K $943K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-675
- 1.35%
$58.88 - $64.8 $39.7K - $43.7K
49.4K $2.91M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-83
- 0.11%
$98.47 - $109.35 $8.17K - $9.08K
74.2K $7.31M
WM
Waste Management Inc

Industrials
-835
- 3.34%
$201.79 - $228.46 $168K - $191K
24.2K $4.88M
MEAR
Blackrock Short Maturity Munic

ETFs
-6.02K
- 25.0%
$49.94 - $50.28 $300K - $303K
18K $901K
VHT
Vanguard Health Care ETF

ETFs
-297
- 3.93%
$250.81 - $283.3 $74.5K - $84.1K
7.26K $1.84M
PRU
Prudential Financial Inc

Financial Services
-1.03K
- 2.38%
$114.59 - $129.52 $118K - $133K
42.2K $5M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-290
- 1.65%
$131.66 - $144.0 $38.2K - $41.8K
17.3K $2.29M
VTV
Vanguard Value ETF

ETFs
-555
- 2.91%
$168.32 - $181.87 $93.4K - $101K
18.5K $3.13M
CMCSA
Comcast Corp

Communication Services
-3.04K
- 16.04%
$37.39 - $45.14 $114K - $137K
15.9K $597K
NSC
Norfolk Southern Corp

Industrials
-120
- 1.07%
$230.6 - $277.0 $27.7K - $33.2K
11.1K $2.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 0.01%
$442.29 - $483.08 $1.33K - $1.45K
22.7K $10.3M
UNP
Union Pacific Corp

Industrials
-180
- 2.84%
$223.15 - $249.32 $40.2K - $44.9K
6.16K $1.4M
DEA
Easterly Government Properties, Inc.

Real Estate
-8.91K
- 42.72%
$10.93 - $14.48 $97.3K - $129K
11.9K $135K
OTIS
Otis Worldwide Corp

Industrials
-125
- 1.1%
$92.57 - $106.01 $11.6K - $13.3K
11.3K $1.04M
RDVY
First Trust Rising Dividend Ac

ETFs
-2.31K
- 29.92%
$58.65 - $64.37 $135K - $148K
5.4K $319K
IBB
Ishares Biotechnology ETF

ETFs
-322
- 5.34%
$131.21 - $148.85 $42.2K - $47.9K
5.71K $754K
Activity Summary
Buys All Purchases 112 New Holdings 10 Increased Positions 102 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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