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
Filing Details
13F-HR • 2025-03-31- 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% identified273 identified67 unidentified
Holdings
340 positions
Manager:
Search and click to pin securities to the top
Page 12 of 17
97717W604
Shares:15.8K
Value:$505.6K
464288687
Shares:15.2K
Value:$465.9K
33733E104
Shares:5.2K
Value:$462.0K
46137V837
Shares:4.4K
Value:$439.4K
65339F713
Shares:10.6K
Value:$432.5K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
7.1K | QoQ 0.00% (+0) | All Managers (Combined) | $517.7K | ||
6.9K | QoQ -2.06% (-146)YoY -1.92% (-136) | All Managers (Combined) | $516.5K | ||
4.9K | All Managers (Combined) | $509.3K | |||
(cusip97717W604)✕ | 15.8K | QoQ 0.00% (-0) | All Managers (Combined) | $505.6K | |
7.7K | All Managers (Combined) | $500.8K | |||
255 | QoQ -0.39% (-1)YoY -0.39% (-1) | All Managers (Combined) | $498.5K | ||
5.3K | All Managers (Combined) | $493.8K | |||
4.4K | All Managers (Combined) | $488.7K | |||
6.7K | QoQ +7.42% (+460)YoY NEW(+6.7K) | All Managers (Combined) | $484.9K | YoY NEW(+$484.9K) | |
3.5K | QoQ 0.00% (-0) | All Managers (Combined) | $480.6K | ||
M&T BANK CORP(MTBcusip55261F104) | 2.7K | All Managers (Combined) | $475.7K | ||
NOVARTIS AG(NVScusip66987V109) | 4.2K | All Managers (Combined) | $473.5K | ||
(cusip464288687)✕ | 15.2K | All Managers (Combined) | $465.9K | ||
2.3K | QoQ 0.00% (-0) | All Managers (Combined) | $464.6K | ||
NOVO NORDISK A S(NVOcusip670100205) | 6.7K | All Managers (Combined) | $462.1K | ||
(cusip33733E104)✕ | 5.2K | All Managers (Combined) | $462.0K | ||
5.8K | QoQ 0.00% (+0) | All Managers (Combined) | $452.3K | ||
(cusip46137V837)✕ | 4.4K | All Managers (Combined) | $439.4K | ||
2.2K | QoQ 0.00% (-0)YoY +7.49% (+150) | All Managers (Combined) | $434.0K | ||
(cusip65339F713)✕ | 10.6K | QoQ 0.00% (-0) | All Managers (Combined) | $432.5K |