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 12 of 17
Shell plc
Shares:7.1K
Value:$517.7K
DuPont de Nemours, Inc.
Shares:6.9K
Value:$516.5K
ARROW ELECTRONICS, INC.
Shares:4.9K
Value:$509.3K
97717W604
Shares:15.8K
Value:$505.6K
PayPal Holdings, Inc.
Shares:7.7K
Value:$500.8K
MERCADOLIBRE INC
Shares:255
Value:$498.5K
464287309
Shares:5.3K
Value:$493.8K
Churchill Downs Inc
Shares:4.4K
Value:$488.7K
Uber Technologies, Inc
Shares:6.7K
Value:$484.9K
PJT Partners Inc.
Shares:3.5K
Value:$480.6K
M&T BANK CORP
Shares:2.7K
Value:$475.7K
NOVARTIS AG
Shares:4.2K
Value:$473.5K
464288687
Shares:15.2K
Value:$465.9K
464287655
Shares:2.3K
Value:$464.6K
NOVO NORDISK A S
Shares:6.7K
Value:$462.1K
33733E104
Shares:5.2K
Value:$462.0K
SCHWAB CHARLES CORP
Shares:5.8K
Value:$452.3K
46137V837
Shares:4.4K
Value:$439.4K
ANALOG DEVICES INC
Shares:2.2K
Value:$434.0K
65339F713
Shares:10.6K
Value:$432.5K