Principle-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "TROW",
  "RJF",
  "ARW",
  null,
  null,
  null,
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  null,
  "ALL",
  "GOOGL",
  "VDE",
  "AXP",
  null,
  "NMZ",
  null,
  "ASML",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "BSX",
  null,
  "RQI",
  "CCI",
  "CMI",
  "DUK",
  "D",
  "DEA",
  "PAGP",
  null,
  "EOG",
  null,
  "GD",
  "TSLX",
  "GILD",
  "GIS",
  "AMBP",
  "HON",
  "HD",
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  "UNP",
  "FULT",
  "QCOM",
  "LAMR",
  null,
  "ISRG",
  "ITW",
  "AMAT",
  "EMR",
  null,
  "ICE",
  "META",
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  "PSTL",
  "SWK",
  null,
  "IQV",
  null,
  null,
  null,
  null,
  "KMI",
  "LIN",
  null,
  null,
  "MMC",
  "MA",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "EXC",
  "GE",
  "HOLX",
  "NVS",
  null,
  "ODFL",
  null,
  "ADM",
  "BX",
  "HSY",
  "FAST",
  "IJR",
  "KKR",
  "IWD",
  "ORCL",
  "NOC",
  null,
  null,
  null,
  "VHT",
  null,
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "HTGC",
  null,
  "IVV",
  null,
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "OGN",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "KVUE",
  "SPGI",
  null,
  null,
  "NOW",
  "O",
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  "SPYG",
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UBER",
  "UL",
  "UPS",
  "VO",
  "MET",
  "VV",
  "OFLX",
  "SCHW",
  "SBLK",
  "VWO",
  "ETV",
  "IWV",
  "PRF",
  null,
  null,
  "VIG",
  "TSM",
  null,
  null,
  "VYM",
  "DD",
  "MSA",
  "GM",
  "AFL",
  "AMD",
  "SDY",
  "FI",
  "WEC",
  "WM",
  "IWP",
  null,
  "AEP",
  "ES",
  "IFF",
  "KNTK",
  "PJT",
  null,
  "NVO",
  "AMZN",
  "MSI",
  null,
  null,
  null,
  "SBRA",
  "TPL",
  "CEF",
  null,
  null,
  null,
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VFH",
  "VYMI",
  "VOOV",
  "VXUS",
  "VOOG",
  "VBK",
  "MGV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "VRSN",
  "VTRS",
  "V",
  "VST",
  "WASH",
  "WMT",
  "WU",
  "WFC",
  "WPM",
  "WMB",
  null,
  null,
  "XEL",
  "YUM",
  null,
  "MTB",
  "AEM",
  "SCHD",
  "ET",
  "DVY",
  "OR",
  "SCHA",
  "NSC",
  "MKL",
  "MGM",
  "SO",
  "OTIS",
  "PSX",
  "CRM",
  null,
  "DIA",
  null,
  null,
  null,
  null,
  "GEV",
  "MELI",
  "DGRO",
  "SPYV",
  "GWW",
  null,
  "KMB",
  "ADP",
  "AVTR",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BA",
  "BMY",
  "CAE",
  "CG",
  "CARR",
  "CBOE",
  "CVX",
  "CB",
  "CHDN",
  "CHD",
  "CSCO",
  "CLX",
  "CWEN-A",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "CAG",
  "COP",
  "CODI",
  "ED",
  "COST",
  "CTVA",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "RSP",
  "IJT",
  null,
  "ADI",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: principle-wealth-partners
Manager Name: Principle-Wealth-Partners

Data Enrichment

80% identified

273 identified67 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

340 positions • $1.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287614

IWF|464287614

Shares:2.1K

Value:$756.1K

% of Portfolio:0.1% ($756.1K/$1.4B)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.6K

Value:$754.1K

% of Portfolio:0.1% ($754.1K/$1.4B)

Corteva, Inc.

CTVA|22052L104

Shares:12.0K

Value:$753.2K

% of Portfolio:0.1% ($753.2K/$1.4B)

Mondelez International, Inc.

MDLZ|609207105

Shares:10.8K

Value:$735.6K

% of Portfolio:0.1% ($735.6K/$1.4B)

46137V548

Shares:38.3K

Value:$729.7K

% of Portfolio:0.1% ($729.7K/$1.4B)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:6.6K

Value:$723.7K

% of Portfolio:0.1% ($723.7K/$1.4B)

464288570

Shares:7.0K

Value:$721.7K

% of Portfolio:0.1% ($721.7K/$1.4B)

92204A306

VDE|92204A306

Shares:5.5K

Value:$708.8K

% of Portfolio:0.1% ($708.8K/$1.4B)

FULTON FINANCIAL CORP

FULT|360271100

Shares:38.6K

Value:$699.1K

% of Portfolio:0.0% ($699.1K/$1.4B)

315948109

Shares:9.7K

Value:$694.6K

% of Portfolio:0.0% ($694.6K/$1.4B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:7.3K

Value:$683.4K

% of Portfolio:0.0% ($683.4K/$1.4B)

46434V621

DGRO|46434V621

Shares:10.9K

Value:$670.5K

% of Portfolio:0.0% ($670.5K/$1.4B)

92204A207

Shares:3.0K

Value:$662.6K

% of Portfolio:0.0% ($662.6K/$1.4B)

464287556

Shares:5.2K

Value:$660.0K

% of Portfolio:0.0% ($660.0K/$1.4B)

Osisko Gold Royalties LTD

OR|68827L101

Shares:31.2K

Value:$659.5K

% of Portfolio:0.0% ($659.5K/$1.4B)

CONSOLIDATED EDISON INC

ED|209115104

Shares:5.9K

Value:$655.2K

% of Portfolio:0.0% ($655.2K/$1.4B)

ENBRIDGE INC

ENB|29250N105

Shares:14.5K

Value:$643.3K

% of Portfolio:0.0% ($643.3K/$1.4B)

78468R788

Shares:14.5K

Value:$642.4K

% of Portfolio:0.0% ($642.4K/$1.4B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:2.9K

Value:$639.1K

% of Portfolio:0.0% ($639.1K/$1.4B)

81369Y605

Shares:12.8K

Value:$635.7K

% of Portfolio:0.0% ($635.7K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWFcusip464287614)	2.1K	QoQ 0.00% (-0) YoY +1.15% (+24)	All Managers (Combined)	$756.1K	0.1% ($756.1K/$1.4B)	QoQ -10.08% (-$84.8K) YoY +8.37% (+$58.4K)
SPDR GOLD TRUST(GLDcusip78463V107)	2.6K	QoQ -3.00% (-81) YoY -23.70% (-813)	All Managers (Combined)	$754.1K	0.1% ($754.1K/$1.4B)	QoQ +15.42% (-$100.8K) YoY +6.86% (-$48.4K)
Corteva, Inc.(CTVAcusip22052L104)	12.0K	QoQ 0.00% (+0) YoY -0.80% (-97)	All Managers (Combined)	$753.2K	0.1% ($753.2K/$1.4B)	QoQ +10.48% (+$71.5K) YoY +8.24% (-$57.4K)
Mondelez International, Inc.(MDLZcusip609207105)	10.8K	QoQ +1.87% (+200) YoY +7.30% (+738)	All Managers (Combined)	$735.6K	0.1% ($735.6K/$1.4B)	QoQ +15.72% (+$100.0K) YoY +4.00% (+$28.3K)
(cusip46137V548)✕	38.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$729.7K	0.1% ($729.7K/$1.4B)	QoQ +4.15% (+$29.1K) YoY +2.85% (+$20.3K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	6.6K	QoQ -0.22% (-15) YoY +39.34% (+1.9K)	All Managers (Combined)	$723.7K	0.1% ($723.7K/$1.4B)	QoQ -12.97% (-$107.9K) YoY +3.12% (+$21.9K)
(cusip464288570)✕	7.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$721.7K	0.1% ($721.7K/$1.4B)	QoQ -7.11% (-$55.2K) YoY +1.58% (+$11.3K)
(VDEcusip92204A306)	5.5K	QoQ -4.65% (-267) YoY -24.35% (-1.8K)	All Managers (Combined)	$708.8K	0.1% ($708.8K/$1.4B)	QoQ +1.94% (-$13.5K) YoY -25.49% (-$242.5K)
FULTON FINANCIAL CORP(FULTcusip360271100)	38.6K	QoQ -9.37% (-4.0K) YoY -11.85% (-5.2K)	All Managers (Combined)	$699.1K	0.0% ($699.1K/$1.4B)	QoQ -14.97% (-$123.1K) YoY +0.34% (-$2.4K)
(cusip315948109)✕	9.7K	QoQ +19.31% (+1.6K) YoY NEW(+9.7K)	All Managers (Combined)	$694.6K	0.0% ($694.6K/$1.4B)	QoQ +5.26% (+$34.7K) YoY NEW(+$694.6K)
COLGATE PALMOLIVE CO(CLcusip194162103)	7.3K	QoQ +0.01% (+1) YoY +0.77% (+56)	All Managers (Combined)	$683.4K	0.0% ($683.4K/$1.4B)	QoQ +3.08% (+$20.5K) YoY +4.86% (+$31.7K)
(DGROcusip46434V621)	10.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$670.5K	0.0% ($670.5K/$1.4B)	QoQ +0.71% (+$4.8K) YoY +6.40% (+$40.4K)
(cusip92204A207)✕	3.0K	QoQ 0.00% (+0) YoY -14.17% (-500)	All Managers (Combined)	$662.6K	0.0% ($662.6K/$1.4B)	QoQ +3.51% (+$22.5K) YoY -8.00% (-$57.6K)
(cusip464287556)✕	5.2K	QoQ -9.55% (-545) YoY -18.89% (-1.2K)	All Managers (Combined)	$660.0K	0.0% ($660.0K/$1.4B)	QoQ -12.50% (-$94.3K) YoY -24.39% (-$213.0K)
Osisko Gold Royalties LTD(ORcusip68827L101)	31.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$659.5K	0.0% ($659.5K/$1.4B)	QoQ +16.68% (+$94.3K) YoY +28.62% (+$146.8K)
CONSOLIDATED EDISON INC(EDcusip209115104)	5.9K	QoQ -8.32% (-538) YoY -1.90% (-115)	All Managers (Combined)	$655.2K	0.0% ($655.2K/$1.4B)	QoQ +13.62% (-$78.6K) YoY +19.47% (-$106.8K)
ENBRIDGE INC(ENBcusip29250N105)	14.5K	QoQ +56.81% (+5.3K) YoY +53.49% (+5.1K)	All Managers (Combined)	$643.3K	0.0% ($643.3K/$1.4B)	QoQ +63.76% (+$250.5K) YoY +87.99% (+$301.1K)
(cusip78468R788)✕	14.5K	QoQ NEW(+14.5K) YoY NEW(+14.5K)	All Managers (Combined)	$642.4K	0.0% ($642.4K/$1.4B)	QoQ NEW(+$642.4K) YoY NEW(+$642.4K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	2.9K	QoQ -29.43% (-1.2K) YoY -26.61% (-1.1K)	All Managers (Combined)	$639.1K	0.0% ($639.1K/$1.4B)	QoQ -16.27% (-$124.3K) YoY -19.17% (-$151.7K)
(cusip81369Y605)✕	12.8K	QoQ -8.90% (-1.2K) YoY -17.14% (-2.6K)	All Managers (Combined)	$635.7K	0.0% ($635.7K/$1.4B)	QoQ -6.11% (-$41.4K) YoY -2.00% (-$13.0K)