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
AXP
American Express CO

Financial Services
-50
- 0.6%
$267.35 - $305.57 $13.4K - $15.3K
8.33K $2.47M
MS
Morgan Stanley

Financial Services
-47
- 0.4%
$104.42 - $134.99 $4.91K - $6.34K
11.6K $1.46M
NOW
Service Now, Inc.

Technology
-100
- 4.49%
$867.18 - $1148.42 $86.7K - $115K
2.13K $2.25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-24
- 0.18%
$481.22 - $538.17 $11.5K - $12.9K
13.2K $6.74M
HON
Honeywell International Inc

Industrials
-9
- 0.06%
$202.84 - $236.0 $1.83K - $2.12K
16.2K $3.66M
CMI
Cummins Inc

Industrials
-330
- 1.91%
$324.93 - $383.42 $107K - $127K
16.9K $5.91M
DIS
Walt Disney CO

Communication Services
-568
- 2.11%
$92.39 - $117.6 $52.5K - $66.8K
26.4K $2.94M
BA
Boeing CO

Industrials
-1.02K
- 4.61%
$138.14 - $180.72 $141K - $184K
21.1K $3.73M
VTI
Vanguard Total Stock Market Et

ETFs
-609
- 0.71%
$280.04 - $302.45 $171K - $184K
85K $24.6M
VGT
Vanguard Information Technolog

ETFs
-383
- 2.12%
$571.78 - $647.97 $219K - $248K
17.7K $11M
EMR
Emerson Electric CO

Industrials
-309
- 0.87%
$108.13 - $134.33 $33.4K - $41.5K
35K $4.34M
CRM
Salesforce, Inc.

Technology
-15
- 0.16%
$270.87 - $367.87 $4.06K - $5.52K
9.21K $3.08M
IGV
Ishares Expanded Tech Software

ETFs
-3.21K
- 3.34%
$87.5 - $110.17 $281K - $354K
92.9K $9.3M
CSCO
Cisco Systems, Inc.

Technology
-817
- 0.42%
$52.45 - $60.02 $42.9K - $49K
193K $11.4M
NVDA
Nvidia Corp

Technology
-9.43K
- 5.07%
$117.0 - $148.88 $1.1M - $1.4M
176K $23.7M
GS
Goldman Sachs Group Inc

Financial Services
-501
- 2.59%
$486.1 - $608.57 $244K - $305K
18.9K $10.8M
V
Visa Inc.

Financial Services
-272
- 0.7%
$273.87 - $320.91 $74.5K - $87.3K
38.6K $12.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.94K
- 9.67%
$213.65 - $479.86 $415K - $933K
18.2K $7.34M
VUG
Vanguard Growth ETF

ETFs
-953
- 0.78%
$378.79 - $428.11 $361K - $408K
121K $49.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-5.6K
- 3.58%
$180.88 - $232.93 $1.01M - $1.3M
151K $33.1M
JPM
Jpmorgan Chase & CO

Financial Services
-544
- 0.15%
$205.18 - $250.29 $112K - $136K
352K $84.4M
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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