Principle Wealth Partners LLC Reduced Holdings in Q3 2024

Principle Wealth Partners LLC

  • $1.33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-18K
- 8.98%
$23.66 - $26.53 $425K - $477K
182K $4.77M
TJX
Tjx Companies Inc

Consumer Cyclical
-600
- 3.66%
$107.93 - $120.23 $64.8K - $72.1K
15.8K $1.86M
CTVA
Corteva, Inc.

Basic Materials
-97
- 0.8%
$50.72 - $58.78 $4.92K - $5.7K
12K $703K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-75
- 0.43%
$30.61 - $34.92 $2.3K - $2.62K
17.2K $592K
VHT
Vanguard Health Care ETF

ETFs
-214
- 2.76%
$261.88 - $288.1 $56K - $61.7K
7.55K $2.13M
GLD
Spdr Gold Trust

ETFs
-45
- 1.64%
$215.56 - $246.98 $9.7K - $11.1K
2.7K $655K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-200
- 0.65%
$37.33 - $40.63 $7.47K - $8.13K
30.6K $1.24M
PRU
Prudential Financial Inc

Financial Services
-749
- 1.7%
$105.53 - $127.32 $79K - $95.4K
43.2K $5.23M
ED
Consolidated Edison Inc

Utilities
-25
- 0.41%
$88.42 - $104.97 $2.21K - $2.62K
6.01K $626K
D
Dominion Energy, Inc

Utilities
-179
- 1.59%
$48.01 - $58.53 $8.59K - $10.5K
11.1K $638K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-10
- 0.2%
$475.2 - $527.7 $4.75K - $5.28K
5.09K $2.68M
PFE
Pfizer Inc

Healthcare
-1.23K
- 0.63%
$27.7 - $31.39 $34K - $38.5K
194K $5.6M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-720
- 3.93%
$125.95 - $142.04 $90.7K - $102K
17.6K $2.5M
COST
Costco Wholesale Corp

Consumer Defensive
-37
- 0.64%
$801.83 - $917.05 $29.7K - $33.9K
5.72K $5.07M
USB
Us Bancorp \De\

Financial Services
-1.23K
- 3.11%
$39.04 - $47.23 $48K - $58.1K
38.3K $1.75M
ES
Eversource Energy

Utilities
-76
- 0.43%
$56.52 - $68.38 $4.3K - $5.2K
17.7K $1.21M
WMT
Walmart Inc.

Consumer Defensive
-602
- 3.18%
$66.91 - $81.4 $40.3K - $49K
18.3K $1.48M
MA
Mastercard Inc

Financial Services
-2
- 0.04%
$429.6 - $500.99 $859 - $1K
5.04K $2.49M
GD
General Dynamics Corp

Industrials
-71
- 0.26%
$279.51 - $308.09 $19.8K - $21.9K
27.7K $8.36M
GWW
W.W. Grainger, Inc.

Industrials
-50
- 1.77%
$896.19 - $1044.18 $44.8K - $52.2K
2.77K $2.88M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-307
- 0.41%
$94.31 - $103.26 $29K - $31.7K
74.3K $7.62M
BX
Blackstone Inc.

Financial Services
-1.04K
- 5.45%
$120.77 - $159.66 $126K - $166K
18.1K $2.76M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-30
- 0.14%
$178.41 - $210.18 $5.35K - $6.31K
22.1K $4.38M
AMGN
Amgen Inc

Healthcare
-50
- 0.1%
$309.38 - $337.38 $15.5K - $16.9K
51.4K $16.5M
ACN
Accenture PLC

Technology
-320
- 2.67%
$295.44 - $355.81 $94.5K - $114K
11.6K $4.12M
UNH
Unitedhealth Group Inc

Healthcare
-38
- 0.5%
$488.01 - $604.18 $18.5K - $23K
7.56K $4.42M
PG
Procter & Gamble CO

Consumer Defensive
-332
- 0.44%
$160.76 - $177.82 $53.4K - $59K
75K $13M
GS
Goldman Sachs Group Inc

Financial Services
-514
- 2.59%
$459.02 - $510.25 $236K - $262K
19.4K $9.59M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-118
- 0.54%
$156.14 - $187.2 $18.4K - $22.1K
21.6K $4M
CMI
Cummins Inc

Industrials
-415
- 2.35%
$266.63 - $326.4 $111K - $135K
17.3K $5.59M
PM
Philip Morris International Inc.

Consumer Defensive
-136
- 0.38%
$101.25 - $127.45 $13.8K - $17.3K
35.6K $4.32M
KO
Coca Cola CO

Consumer Defensive
-79
- 0.09%
$62.69 - $73.01 $4.95K - $5.77K
86.1K $6.18M
ABBV
Abb Vie Inc.

Healthcare
-100
- 0.3%
$163.84 - $199.33 $16.4K - $19.9K
33.6K $6.64M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.26K
- 2.42%
$117.9 - $128.2 $385K - $418K
131K $16.8M
BLK
Black Rock Inc.

Financial Services
-88
- 1.48%
$782.27 - $949.51 $68.8K - $83.6K
5.84K $5.55M
VUG
Vanguard Growth ETF

ETFs
-812
- 0.66%
$341.08 - $391.94 $277K - $318K
121K $46.6M
CAT
Caterpillar Inc

Industrials
-787
- 3.42%
$316.8 - $391.12 $249K - $308K
22.3K $8.7M
SO
Southern CO

Utilities
-293
- 0.29%
$77.0 - $90.52 $22.6K - $26.5K
99.1K $8.93M
ORCL
Oracle Corp

Technology
-3.44K
- 5.12%
$125.9 - $170.35 $433K - $585K
63.7K $10.9M
MMM
3 M CO

Industrials
-1.79K
- 3.76%
$99.69 - $139.42 $179K - $250K
45.8K $6.26M
HD
Home Depot, Inc.

Consumer Cyclical
-356
- 0.89%
$333.64 - $405.2 $119K - $144K
39.8K $16.1M
IBM
International Business Machines Corp

Technology
-652
- 1.12%
$175.1 - $223.38 $114K - $146K
57.3K $12.7M
JPM
Jpmorgan Chase & CO

Financial Services
-1.15K
- 0.32%
$194.9 - $224.8 $223K - $258K
353K $74.3M
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
Track This Portfolio

Track Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email