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 12 of 17

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Shell plc

SHEL|780259305

Shares:7.1K

Value:$517.7K

% of Portfolio:0.0% ($517.7K/$1.4B)

DuPont de Nemours, Inc.

DD|26614N102

Shares:6.9K

Value:$516.5K

% of Portfolio:0.0% ($516.5K/$1.4B)

ARROW ELECTRONICS, INC.

ARW|042735100

Shares:4.9K

Value:$509.3K

% of Portfolio:0.0% ($509.3K/$1.4B)

97717W604

Shares:15.8K

Value:$505.6K

% of Portfolio:0.0% ($505.6K/$1.4B)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:7.7K

Value:$500.8K

% of Portfolio:0.0% ($500.8K/$1.4B)

MERCADOLIBRE INC

MELI|58733R102

Shares:255

Value:$498.5K

% of Portfolio:0.0% ($498.5K/$1.4B)

464287309

IVW|464287309

Shares:5.3K

Value:$493.8K

% of Portfolio:0.0% ($493.8K/$1.4B)

Churchill Downs Inc

CHDN|171484108

Shares:4.4K

Value:$488.7K

% of Portfolio:0.0% ($488.7K/$1.4B)

Uber Technologies, Inc

UBER|90353T100

Shares:6.7K

Value:$484.9K

% of Portfolio:0.0% ($484.9K/$1.4B)

PJT Partners Inc.

PJT|69343T107

Shares:3.5K

Value:$480.6K

% of Portfolio:0.0% ($480.6K/$1.4B)

M&T BANK CORP

MTB|55261F104

Shares:2.7K

Value:$475.7K

% of Portfolio:0.0% ($475.7K/$1.4B)

NOVARTIS AG

NVS|66987V109

Shares:4.2K

Value:$473.5K

% of Portfolio:0.0% ($473.5K/$1.4B)

464288687

Shares:15.2K

Value:$465.9K

% of Portfolio:0.0% ($465.9K/$1.4B)

464287655

IWM|464287655

Shares:2.3K

Value:$464.6K

% of Portfolio:0.0% ($464.6K/$1.4B)

NOVO NORDISK A S

NVO|670100205

Shares:6.7K

Value:$462.1K

% of Portfolio:0.0% ($462.1K/$1.4B)

33733E104

Shares:5.2K

Value:$462.0K

% of Portfolio:0.0% ($462.0K/$1.4B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:5.8K

Value:$452.3K

% of Portfolio:0.0% ($452.3K/$1.4B)

46137V837

Shares:4.4K

Value:$439.4K

% of Portfolio:0.0% ($439.4K/$1.4B)

ANALOG DEVICES INC

ADI|032654105

Shares:2.2K

Value:$434.0K

% of Portfolio:0.0% ($434.0K/$1.4B)

65339F713

Shares:10.6K

Value:$432.5K

% of Portfolio:0.0% ($432.5K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Shell plc(SHELcusip780259305)	7.1K	QoQ 0.00% (+0) YoY +11.54% (+731)	All Managers (Combined)	$517.7K	0.0% ($517.7K/$1.4B)	QoQ +16.96% (+$75.1K) YoY +21.92% (+$93.1K)
DuPont de Nemours, Inc.(DDcusip26614N102)	6.9K	QoQ -2.06% (-146) YoY -1.92% (-136)	All Managers (Combined)	$516.5K	0.0% ($516.5K/$1.4B)	QoQ -4.08% (-$22.0K) YoY -4.47% (-$24.2K)
ARROW ELECTRONICS, INC.(ARWcusip042735100)	4.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$509.3K	0.0% ($509.3K/$1.4B)	QoQ -8.21% (-$45.6K) YoY -19.79% (-$125.7K)
(cusip97717W604)✕	15.8K	QoQ 0.00% (-0) YoY -17.77% (-3.4K)	All Managers (Combined)	$505.6K	0.0% ($505.6K/$1.4B)	QoQ -6.95% (-$37.8K) YoY -19.58% (-$123.2K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	7.7K	QoQ +94.89% (+3.7K) YoY +94.89% (+3.7K)	All Managers (Combined)	$500.8K	0.0% ($500.8K/$1.4B)	QoQ +48.99% (+$164.7K) YoY +89.83% (+$237.0K)
MERCADOLIBRE INC(MELIcusip58733R102)	255	QoQ -0.39% (-1) YoY -0.39% (-1)	All Managers (Combined)	$498.5K	0.0% ($498.5K/$1.4B)	QoQ +14.28% (-$62.3K) YoY +29.02% (-$112.1K)
(IVWcusip464287309)	5.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$493.8K	0.0% ($493.8K/$1.4B)	QoQ -8.56% (-$46.3K) YoY +9.93% (+$44.6K)
Churchill Downs Inc(CHDNcusip171484108)	4.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$488.7K	0.0% ($488.7K/$1.4B)	QoQ -16.82% (-$98.9K) YoY -10.24% (-$55.8K)
Uber Technologies, Inc(UBERcusip90353T100)	6.7K	QoQ +7.42% (+460) YoY NEW(+6.7K)	All Managers (Combined)	$484.9K	0.0% ($484.9K/$1.4B)	QoQ +29.75% (+$111.2K) YoY NEW(+$484.9K)
PJT Partners Inc.(PJTcusip69343T107)	3.5K	QoQ 0.00% (-0) YoY +10.45% (+330)	All Managers (Combined)	$480.6K	0.0% ($480.6K/$1.4B)	QoQ -12.62% (-$69.5K) YoY +61.57% (+$183.1K)
M&T BANK CORP(MTBcusip55261F104)	2.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$475.7K	0.0% ($475.7K/$1.4B)	QoQ -4.92% (-$24.6K) YoY +22.90% (+$88.6K)
NOVARTIS AG(NVScusip66987V109)	4.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$473.5K	0.0% ($473.5K/$1.4B)	QoQ +14.56% (+$60.2K) YoY +15.24% (+$62.6K)
(cusip464288687)✕	15.2K	QoQ -1.23% (-190) YoY +64.44% (+5.9K)	All Managers (Combined)	$465.9K	0.0% ($465.9K/$1.4B)	QoQ -3.46% (-$16.7K) YoY +56.79% (+$168.7K)
(IWMcusip464287655)	2.3K	QoQ 0.00% (-0) YoY +95.05% (+1.1K)	All Managers (Combined)	$464.6K	0.0% ($464.6K/$1.4B)	QoQ -9.71% (-$50.0K) YoY +85.03% (+$213.5K)
NOVO NORDISK A S(NVOcusip670100205)	6.7K	QoQ +47.80% (+2.2K) YoY +76.54% (-2.9K)	All Managers (Combined)	$462.1K	0.0% ($462.1K/$1.4B)	QoQ +19.31% (+$74.8K) YoY -4.52% (-$21.9K)
(cusip33733E104)✕	5.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$462.0K	0.0% ($462.0K/$1.4B)	QoQ +2.07% (+$9.4K) YoY +4.65% (+$20.6K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	5.8K	QoQ 0.00% (+0) YoY -88.65% (-45.2K)	All Managers (Combined)	$452.3K	0.0% ($452.3K/$1.4B)	QoQ +5.76% (+$24.7K) YoY -87.72% (-$3.2M)
(cusip46137V837)✕	4.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$439.4K	0.0% ($439.4K/$1.4B)	QoQ -7.09% (-$33.5K) YoY +1.21% (+$5.3K)
ANALOG DEVICES INC(ADIcusip032654105)	2.2K	QoQ 0.00% (-0) YoY +7.49% (+150)	All Managers (Combined)	$434.0K	0.0% ($434.0K/$1.4B)	QoQ -5.07% (-$23.2K) YoY +9.61% (+$38.1K)
(cusip65339F713)✕	10.6K	QoQ 0.00% (-0) YoY +43.27% (+3.2K)	All Managers (Combined)	$432.5K	0.0% ($432.5K/$1.4B)	QoQ -0.70% (-$3.1K) YoY +49.52% (+$143.3K)