Principle Wealth Partners LLC Sells in Q3 2025

Principle Wealth Partners LLC

  • $1.56 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TGT
Target Corp

Consumer Defensive
-87
- 3.44%
$86.56 - $107.43 $7.53K - $9.35K
2.45K $219K
CB
Chubb LTD

Financial Services
-4
- 0.11%
$265.99 - $289.59 $1.06K - $1.16K
3.48K $983K
WMT
Walmart Inc.

Consumer Defensive
-1.31K
- 6.36%
$94.4 - $104.27 $123K - $136K
19.3K $1.98M
HYG
Ishares Tr

ETFs
-320
- 9.92%
$79.85 - $81.32 $25.6K - $26K
2.91K $236K
ICE
Intercontinental Exchange, Inc.

Financial Services
-1
- 0.06%
$167.28 - $188.45 $167 - $188
1.54K $259K
CME
Cme Group Inc.

Financial Services
-30
- 1.16%
$258.83 - $287.1 $7.76K - $8.61K
2.56K $690K
TMUS
T Mobile Us, Inc.

Communication Services
-100
- 8.99%
$226.02 - $259.01 $22.6K - $25.9K
1.01K $242K
ED
Consolidated Edison Inc

Utilities
-207
- 3.49%
$95.57 - $105.36 $19.8K - $21.8K
5.72K $574K
IWR
Ishares Russell Mid Cap ETF

ETFs
-320
- 11.19%
$92.26 - $97.51 $29.5K - $31.2K
2.54K $245K
RDVY
First Trust Rising Dividend Ac

ETFs
-595
- 11.56%
$62.38 - $67.29 $37.1K - $40K
4.55K $306K
XLY
Select Sector Spdr Consumer Di

ETFs
-176
- 16.07%
$216.09 - $242.18 $38K - $42.6K
919 $220K
KKR
Kkr & Co. Inc.

Financial Services
-2
- 0.04%
$129.95 - $152.16 $260 - $304
5.03K $653K
AMAT
Applied Materials Inc

Technology
-334
- 13.88%
$156.25 - $204.95 $52.2K - $68.5K
2.07K $424K
COF
Capital One Financial Corp

Financial Services
-60
- 4.6%
$207.29 - $229.74 $12.4K - $13.8K
1.24K $264K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-367
- 7.12%
$131.47 - $143.64 $48.2K - $52.7K
4.79K $677K
TIP
Ishares Tr Tips Bd ETF

ETFs
-100
- 5.05%
$109.11 - $111.88 $10.9K - $11.2K
1.88K $209K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-200
- 3.75%
$101.12 - $106.18 $20.2K - $21.2K
5.14K $529K
Or Royalties Inc.
-679
- 2.69%
N/A
24.5K $0
GILD
Gilead Sciences, Inc.

Healthcare
-6
- 0.24%
$108.22 - $120.47 $649 - $723
2.51K $278K
Alps ETF Tr
-18.9K
- 2.41%
N/A
766K $0
MA
Mastercard Inc

Financial Services
-60
- 1.01%
$550.18 - $598.96 $33K - $35.9K
5.87K $3.34M
WASH
Washington Trust Bancorp Inc

Financial Services
-40
- 0.35%
$26.43 - $30.54 $1.06K - $1.22K
11.5K $332K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-26
- 1.23%
$119.73 - $134.7 $3.11K - $3.5K
2.08K $277K
VTRS
Viatris Inc

Healthcare
-12
- 0.1%
$8.74 - $10.69 $105 - $128
12.2K $121K
SWK
Stanley Black & Decker, Inc.

Industrials
-374
- 5.88%
$66.98 - $79.52 $25.1K - $29.7K
5.99K $445K
VDE
Vanguard Energy ETF

ETFs
-175
- 3.2%
$118.37 - $129.65 $20.7K - $22.7K
5.29K $665K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-17
- 1.99%
$339.37 - $366.46 $5.77K - $6.23K
837 $305K
PVAL
Putnam ETF Tr Putnam Focused L
-233
- 2.2%
$39.93 - $42.72 $9.3K - $9.95K
10.4K $443K
XLE
Energy Sector Spdr

ETFs
-223
- 2.74%
$84.25 - $91.99 $18.8K - $20.5K
7.92K $707K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-21
- 1.18%
$182.33 - $194.5 $3.83K - $4.08K
1.76K $342K
VFH
Vanguard Financial ETF

ETFs
-134
- 1.4%
$125.23 - $132.78 $16.8K - $17.8K
9.43K $1.24M
CSX
Csx Corp

Industrials
-203
- 1.95%
$32.05 - $36.52 $6.51K - $7.41K
10.2K $362K
SOXX
Ishares Semiconductor ETF

ETFs
-300
- 9.38%
$236.93 - $271.12 $71.1K - $81.3K
2.9K $785K
UNP
Union Pacific Corp

Industrials
-57
- 0.94%
$214.91 - $237.16 $12.2K - $13.5K
6K $1.42M
AXP
American Express CO

Financial Services
-272
- 3.08%
$294.27 - $342.31 $80K - $93.1K
8.55K $2.84M
DGRO
Ishares Core Dividend Growth E

ETFs
-277
- 2.49%
$64.12 - $68.08 $17.8K - $18.9K
10.9K $739K
PWR
Quanta Services, Inc.

Industrials
-1
- 0.13%
$372.29 - $421.68 $372 - $422
785 $325K
NVS
Novartis Ag

Healthcare
-25
- 0.52%
$113.5 - $129.73 $2.84K - $3.24K
4.82K $618K
IBB
Ishares Biotechnology ETF

ETFs
-300
- 5.9%
$127.63 - $144.37 $38.3K - $43.3K
4.78K $690K
SPYG
Spdr Portfolio

ETFs
-101
- 1.39%
$94.33 - $105.31 $9.53K - $10.6K
7.18K $749K
DD
Du Pont De Nemours, Inc.

Basic Materials
-10
- 0.14%
$69.9 - $78.26 $699 - $783
7.1K $552K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-185
- 1.04%
$79.76 - $85.78 $14.8K - $15.9K
17.6K $1.49M
VHT
Vanguard Health Care ETF

ETFs
-21
- 0.3%
$239.12 - $259.95 $5.02K - $5.46K
7.05K $1.83M
ETN
Eaton Corp PLC

Industrials
-55
- 0.81%
$342.99 - $392.76 $18.9K - $21.6K
6.69K $2.51M
BA
Boeing CO

Industrials
-14
- 0.07%
$209.79 - $237.38 $2.94K - $3.32K
19.5K $4.21M
ES
Eversource Energy

Utilities
-75
- 0.42%
$62.86 - $71.14 $4.71K - $5.34K
17.7K $1.26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-187
- 3.36%
$567.77 - $614.76 $106K - $115K
5.37K $3.29M
CVS
Cvs Health Corp

Healthcare
-67
- 0.31%
$58.75 - $76.5 $3.94K - $5.13K
21.8K $1.64M
VB
Vanguard Small Cap ETF

ETFs
-73
- 0.75%
$237.58 - $259.17 $17.3K - $18.9K
9.62K $2.45M
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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