Principle-Wealth-Partners

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-06
Total Holdings
340
Total Value
1399074776
Accession Number
0001951757-25-000521
Form Type
13F-HR
Manager Name
Principle-Wealth-Partners
Data Enrichment
80% identified
273 identified67 unidentified

Holdings

340 positions
Manager:
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Page 1 of 17
JPMORGAN CHASE & CO
Shares:351.9K
Value:$86.3M
Apple Inc.
Shares:368.0K
Value:$81.8M
46137V233
Shares:1.4M
Value:$66.7M
921908844
Shares:242.7K
Value:$47.1M
922908736
Shares:124.5K
Value:$46.2M
MICROSOFT CORP
Shares:108.9K
Value:$40.9M
464287804
Shares:285.2K
Value:$29.8M
AMAZON COM INC
Shares:152.1K
Value:$28.9M
808524797
Shares:947.9K
Value:$26.5M
92189H730
Shares:806.3K
Value:$26.4M
00162Q346
Shares:997.8K
Value:$25.8M
NVIDIA CORP
Shares:234.4K
Value:$25.4M
922908769
Shares:84.8K
Value:$23.3M
05613H100
Shares:911.0K
Value:$23.0M
MCDONALDS CORP
Shares:67.6K
Value:$21.1M
JOHNSON & JOHNSON
Shares:112.4K
Value:$18.6M
921932505
Shares:53.8K
Value:$18.0M
RTX Corp
Shares:122.3K
Value:$16.2M
921946406
Shares:120.3K
Value:$15.5M
33739P301
Shares:317.2K
Value:$15.2M