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

Page 11 of 17

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DEERE & CO

DE|244199105

Shares:1.3K

Value:$626.8K

% of Portfolio:0.0% ($626.8K/$1.4B)

464288661

Shares:5.2K

Value:$617.7K

% of Portfolio:0.0% ($617.7K/$1.4B)

GE Vernova Inc.

GEV|36828A101

Shares:2.0K

Value:$612.2K

% of Portfolio:0.0% ($612.2K/$1.4B)

922908595

VBK|922908595

Shares:2.4K

Value:$607.0K

% of Portfolio:0.0% ($607.0K/$1.4B)

S&P Global Inc.

SPGI|78409V104

Shares:1.2K

Value:$603.7K

% of Portfolio:0.0% ($603.7K/$1.4B)

CME GROUP INC.

CME|12572Q105

Shares:2.2K

Value:$588.4K

% of Portfolio:0.0% ($588.4K/$1.4B)

COMCAST CORP

CMCSA|20030N101

Shares:15.9K

Value:$586.3K

% of Portfolio:0.0% ($586.3K/$1.4B)

78464A409

SPYG|78464A409

Shares:7.3K

Value:$584.9K

% of Portfolio:0.0% ($584.9K/$1.4B)

Broadcom Inc.

AVGO|11135F101

Shares:3.5K

Value:$583.6K

% of Portfolio:0.0% ($583.6K/$1.4B)

KKR & Co. Inc.

KKR|48251W104

Shares:5.0K

Value:$580.4K

% of Portfolio:0.0% ($580.4K/$1.4B)

REALTY INCOME CORP

O|756109104

Shares:9.8K

Value:$571.1K

% of Portfolio:0.0% ($571.1K/$1.4B)

LINDE PLC

LIN|G54950103

Shares:1.2K

Value:$569.5K

% of Portfolio:0.0% ($569.5K/$1.4B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:3.8K

Value:$550.9K

% of Portfolio:0.0% ($550.9K/$1.4B)

464287481

IWP|464287481

Shares:4.7K

Value:$548.7K

% of Portfolio:0.0% ($548.7K/$1.4B)

74348A467

Shares:5.3K

Value:$545.6K

% of Portfolio:0.0% ($545.6K/$1.4B)

STANLEY BLACK & DECKER, INC.

SWK|854502101

Shares:7.1K

Value:$544.3K

% of Portfolio:0.0% ($544.3K/$1.4B)

464287523

Shares:2.9K

Value:$541.2K

% of Portfolio:0.0% ($541.2K/$1.4B)

UNILEVER PLC

UL|904767704

Shares:8.9K

Value:$528.4K

% of Portfolio:0.0% ($528.4K/$1.4B)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:4.8K

Value:$528.4K

% of Portfolio:0.0% ($528.4K/$1.4B)

00214Q104

Shares:11.0K

Value:$521.7K

% of Portfolio:0.0% ($521.7K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
DEERE & CO(DEcusip244199105)	1.3K	QoQ 0.00% (+0) YoY +53.44% (+465)	All Managers (Combined)	$626.8K	0.0% ($626.8K/$1.4B)	QoQ +10.80% (+$61.1K) YoY +75.40% (+$269.4K)
(cusip464288661)✕	5.2K	QoQ -13.32% (-804) YoY +79.93% (+2.3K)	All Managers (Combined)	$617.7K	0.0% ($617.7K/$1.4B)	QoQ -11.38% (-$79.4K) YoY +83.55% (+$281.2K)
GE Vernova Inc.(GEVcusip36828A101)	2.0K	QoQ -59.91% (-3.0K) YoY NEW(+2.0K)	All Managers (Combined)	$612.2K	0.0% ($612.2K/$1.4B)	QoQ -62.79% (-$1.0M) YoY NEW(+$612.2K)
(VBKcusip922908595)	2.4K	QoQ -1.22% (-30) YoY +69.90% (+992)	All Managers (Combined)	$607.0K	0.0% ($607.0K/$1.4B)	QoQ -11.20% (-$76.6K) YoY +64.07% (+$237.1K)
S&P Global Inc.(SPGIcusip78409V104)	1.2K	QoQ -3.96% (-49) YoY 0.00% (+0)	All Managers (Combined)	$603.7K	0.0% ($603.7K/$1.4B)	QoQ -2.01% (-$12.4K) YoY +19.43% (+$98.2K)
CME GROUP INC.(CMEcusip12572Q105)	2.2K	QoQ 0.00% (+0) YoY +0.81% (+18)	All Managers (Combined)	$588.4K	0.0% ($588.4K/$1.4B)	QoQ +14.23% (+$73.3K) YoY +24.23% (+$114.8K)
COMCAST CORP(CMCSAcusip20030N101)	15.9K	QoQ -0.13% (-22) YoY -37.09% (-9.4K)	All Managers (Combined)	$586.3K	0.0% ($586.3K/$1.4B)	QoQ -1.81% (-$10.8K) YoY -46.45% (-$508.7K)
(SPYGcusip78464A409)	7.3K	QoQ 0.00% (-0) YoY +2.03% (+145)	All Managers (Combined)	$584.9K	0.0% ($584.9K/$1.4B)	QoQ -8.56% (-$54.8K) YoY +12.10% (+$63.1K)
Broadcom Inc.(AVGOcusip11135F101)	3.5K	QoQ +18.49% (-544) YoY +1176.55% (+3.2K)	All Managers (Combined)	$583.6K	0.0% ($583.6K/$1.4B)	QoQ -14.42% (-$98.3K) YoY +60.99% (+$221.1K)
KKR & Co. Inc.(KKRcusip48251W104)	5.0K	QoQ 0.00% (-0) YoY -22.76% (-1.5K)	All Managers (Combined)	$580.4K	0.0% ($580.4K/$1.4B)	QoQ -21.83% (-$162.1K) YoY -11.22% (-$73.4K)
REALTY INCOME CORP(Ocusip756109104)	9.8K	QoQ +83.19% (+4.5K) YoY +83.16% (+4.5K)	All Managers (Combined)	$571.1K	0.0% ($571.1K/$1.4B)	QoQ +98.94% (+$284.0K) YoY +96.40% (+$280.3K)
LINDE PLC(LINcusipG54950103)	1.2K	QoQ 0.00% (+0) YoY +7.84% (+89)	All Managers (Combined)	$569.5K	0.0% ($569.5K/$1.4B)	QoQ +11.21% (+$57.4K) YoY +8.15% (+$42.9K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	3.8K	QoQ +23.40% (+720) YoY +166.01% (+2.4K)	All Managers (Combined)	$550.9K	0.0% ($550.9K/$1.4B)	QoQ +10.11% (+$50.6K) YoY +87.17% (+$256.6K)
(IWPcusip464287481)	4.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$548.7K	0.0% ($548.7K/$1.4B)	QoQ -7.30% (-$43.2K) YoY +2.93% (+$15.6K)
(cusip74348A467)✕	5.3K	QoQ 0.00% (+0) YoY -6.23% (-355)	All Managers (Combined)	$545.6K	0.0% ($545.6K/$1.4B)	QoQ +2.64% (+$14.0K) YoY -5.50% (-$31.8K)
STANLEY BLACK & DECKER, INC.(SWKcusip854502101)	7.1K	QoQ -5.78% (-435) YoY +11.11% (-708)	All Managers (Combined)	$544.3K	0.0% ($544.3K/$1.4B)	QoQ -9.78% (-$59.0K) YoY -12.76% (-$79.6K)
(cusip464287523)✕	2.9K	QoQ -36.98% (-1.7K) YoY -38.08% (-1.8K)	All Managers (Combined)	$541.2K	0.0% ($541.2K/$1.4B)	QoQ -44.98% (-$442.5K) YoY -48.43% (-$508.3K)
UNILEVER PLC(ULcusip904767704)	8.9K	QoQ 0.00% (+0) YoY -15.02% (-1.6K)	All Managers (Combined)	$528.4K	0.0% ($528.4K/$1.4B)	QoQ +5.02% (+$25.3K) YoY +0.82% (-$4.3K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	4.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$528.4K	0.0% ($528.4K/$1.4B)	QoQ +5.13% (+$25.8K) YoY +5.54% (+$27.7K)
(cusip00214Q104)✕	11.0K	QoQ -6.87% (-810) YoY -32.55% (-5.3K)	All Managers (Combined)	$521.7K	0.0% ($521.7K/$1.4B)	QoQ -21.95% (-$146.8K) YoY -35.92% (-$292.5K)