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",
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  "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 14 of 17

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INTEL CORP

INTC|458140100

Shares:15.8K

Value:$358.7K

% of Portfolio:0.0% ($358.7K/$1.4B)

WASHINGTON TRUST BANCORP INC

WASH|940610108

Shares:11.5K

Value:$355.9K

% of Portfolio:0.0% ($355.9K/$1.4B)

Prologis, Inc.

PLD|74340W103

Shares:3.2K

Value:$352.8K

% of Portfolio:0.0% ($352.8K/$1.4B)

67092P201

Shares:4.5K

Value:$351.2K

% of Portfolio:0.0% ($351.2K/$1.4B)

Carlyle Group Inc.

CG|14316J108

Shares:8.0K

Value:$350.1K

% of Portfolio:0.0% ($350.1K/$1.4B)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:5.8K

Value:$347.1K

% of Portfolio:0.0% ($347.1K/$1.4B)

Clearway Energy, Inc.

CWEN-A|18539C105

Shares:12.1K

Value:$345.5K

% of Portfolio:0.0% ($345.5K/$1.4B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:3.4K

Value:$342.9K

% of Portfolio:0.0% ($342.9K/$1.4B)

Kinetik Holdings Inc.

KNTK|02215L209

Shares:6.6K

Value:$341.4K

% of Portfolio:0.0% ($341.4K/$1.4B)

Kenvue Inc.

KVUE|49177J102

Shares:14.2K

Value:$340.4K

% of Portfolio:0.0% ($340.4K/$1.4B)

HOLOGIC INC

HOLX|436440101

Shares:5.5K

Value:$339.7K

% of Portfolio:0.0% ($339.7K/$1.4B)

IQVIA HOLDINGS INC.

IQV|46266C105

Shares:1.9K

Value:$338.5K

% of Portfolio:0.0% ($338.5K/$1.4B)

922908637

VV|922908637

Shares:1.3K

Value:$336.3K

% of Portfolio:0.0% ($336.3K/$1.4B)

YUM BRANDS INC

YUM|988498101

Shares:2.1K

Value:$333.6K

% of Portfolio:0.0% ($333.6K/$1.4B)

Sabra Health Care REIT, Inc.

SBRA|78573L106

Shares:18.9K

Value:$330.5K

% of Portfolio:0.0% ($330.5K/$1.4B)

921910733

ESGV|921910733

Shares:3.3K

Value:$328.0K

% of Portfolio:0.0% ($328.0K/$1.4B)

CROWN CASTLE INC.

CCI|22822V101

Shares:3.1K

Value:$325.2K

% of Portfolio:0.0% ($325.2K/$1.4B)

33739P830

Shares:16.4K

Value:$325.0K

% of Portfolio:0.0% ($325.0K/$1.4B)

CAE INC

CAE|124765108

Shares:13.2K

Value:$323.4K

% of Portfolio:0.0% ($323.4K/$1.4B)

HERSHEY CO

HSY|427866108

Shares:1.9K

Value:$319.7K

% of Portfolio:0.0% ($319.7K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTEL CORP(INTCcusip458140100)	15.8K	QoQ -29.10% (-6.5K) YoY -90.93% (-158.5K)	All Managers (Combined)	$358.7K	0.0% ($358.7K/$1.4B)	QoQ -19.70% (-$88.0K) YoY -95.33% (-$7.3M)
WASHINGTON TRUST BANCORP INC(WASHcusip940610108)	11.5K	QoQ 0.00% (-0) YoY -5.56% (-680)	All Managers (Combined)	$355.9K	0.0% ($355.9K/$1.4B)	QoQ -1.56% (-$5.7K) YoY +8.41% (-$27.6K)
Prologis, Inc.(PLDcusip74340W103)	3.2K	QoQ -4.45% (-147) YoY -0.59% (-19)	All Managers (Combined)	$352.8K	0.0% ($352.8K/$1.4B)	QoQ +1.07% (-$3.7K) YoY -14.64% (-$60.5K)
(cusip67092P201)✕	4.5K	QoQ +4.47% (-192) YoY +4.52% (+194)	All Managers (Combined)	$351.2K	0.0% ($351.2K/$1.4B)	QoQ -4.73% (-$17.4K) YoY +7.27% (+$23.8K)
Carlyle Group Inc.(CGcusip14316J108)	8.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$350.1K	0.0% ($350.1K/$1.4B)	QoQ -13.66% (-$55.4K) YoY -7.07% (-$26.7K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	5.8K	QoQ -1.92% (-114) YoY -20.04% (-1.5K)	All Managers (Combined)	$347.1K	0.0% ($347.1K/$1.4B)	QoQ +8.29% (-$26.6K) YoY +22.60% (-$64.0K)
Clearway Energy, Inc.(CWEN-Acusip18539C105)	12.1K	QoQ 0.00% (+0) YoY +14.96% (+1.6K)	All Managers (Combined)	$345.5K	0.0% ($345.5K/$1.4B)	QoQ +16.40% (+$48.7K) YoY +52.10% (+$118.4K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	3.4K	QoQ 0.00% (+0) YoY +0.74% (+25)	All Managers (Combined)	$342.9K	0.0% ($342.9K/$1.4B)	QoQ +12.94% (+$39.3K) YoY +48.38% (+$111.8K)
Kinetik Holdings Inc.(KNTKcusip02215L209)	6.6K	QoQ -8.74% (-630) YoY NEW(+6.6K)	All Managers (Combined)	$341.4K	0.0% ($341.4K/$1.4B)	QoQ -16.42% (-$67.1K) YoY NEW(+$341.4K)
Kenvue Inc.(KVUEcusip49177J102)	14.2K	QoQ 0.00% (+0) YoY +3.65% (+500)	All Managers (Combined)	$340.4K	0.0% ($340.4K/$1.4B)	QoQ +12.31% (+$37.3K) YoY +15.82% (+$46.5K)
HOLOGIC INC(HOLXcusip436440101)	5.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$339.7K	0.0% ($339.7K/$1.4B)	QoQ -14.31% (-$56.8K) YoY -20.76% (-$89.0K)
IQVIA HOLDINGS INC.(IQVcusip46266C105)	1.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$338.5K	0.0% ($338.5K/$1.4B)	QoQ -10.28% (-$38.8K) YoY -30.28% (-$147.1K)
(VVcusip922908637)	1.3K	QoQ 0.00% (-0) YoY -25.80% (-455)	All Managers (Combined)	$336.3K	0.0% ($336.3K/$1.4B)	QoQ -4.69% (-$16.6K) YoY -20.45% (-$86.5K)
YUM BRANDS INC(YUMcusip988498101)	2.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$333.6K	0.0% ($333.6K/$1.4B)	QoQ +17.29% (+$49.2K) YoY +13.49% (+$39.7K)
Sabra Health Care REIT, Inc.(SBRAcusip78573L106)	18.9K	QoQ 0.00% (+0) YoY +16.18% (+2.6K)	All Managers (Combined)	$330.5K	0.0% ($330.5K/$1.4B)	QoQ +0.86% (+$2.8K) YoY +37.41% (+$90.0K)
(ESGVcusip921910733)	3.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$328.0K	0.0% ($328.0K/$1.4B)	QoQ -6.61% (-$23.2K) YoY +5.10% (+$15.9K)
CROWN CASTLE INC.(CCIcusip22822V101)	3.1K	QoQ NEW(+3.1K) YoY +50.57% (+1.0K)	All Managers (Combined)	$325.2K	0.0% ($325.2K/$1.4B)	QoQ NEW(+$325.2K) YoY +48.30% (+$105.9K)
(cusip33739P830)✕	16.4K	QoQ -9.03% (-1.6K) YoY -44.07% (-12.9K)	All Managers (Combined)	$325.0K	0.0% ($325.0K/$1.4B)	QoQ -8.89% (-$31.7K) YoY -43.97% (-$255.1K)
CAE INC(CAEcusip124765108)	13.2K	QoQ 0.00% (-0) YoY -9.18% (-1.3K)	All Managers (Combined)	$323.4K	0.0% ($323.4K/$1.4B)	QoQ -3.11% (-$10.4K) YoY +8.19% (-$24.5K)
HERSHEY CO(HSYcusip427866108)	1.9K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$319.7K	0.0% ($319.7K/$1.4B)	QoQ +0.99% (+$3.1K) YoY -12.06% (-$43.9K)