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

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XCEL ENERGY INC

XEL|98389B100

Shares:4.5K

Value:$317.6K

% of Portfolio:0.0% ($317.6K/$1.4B)

336917109

Shares:7.3K

Value:$315.4K

% of Portfolio:0.0% ($315.4K/$1.4B)

78468R523

Shares:3.1K

Value:$310.6K

% of Portfolio:0.0% ($310.6K/$1.4B)

MGM Resorts International

MGM|552953101

Shares:10.4K

Value:$307.7K

% of Portfolio:0.0% ($307.7K/$1.4B)

33738R506

Shares:5.2K

Value:$306.2K

% of Portfolio:0.0% ($306.2K/$1.4B)

46432F339

QUAL|46432F339

Shares:1.8K

Value:$305.6K

% of Portfolio:0.0% ($305.6K/$1.4B)

464287598

IWD|464287598

Shares:1.6K

Value:$304.8K

% of Portfolio:0.0% ($304.8K/$1.4B)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:2.8K

Value:$301.9K

% of Portfolio:0.0% ($301.9K/$1.4B)

EOG RESOURCES INC

EOG|26875P101

Shares:2.3K

Value:$295.6K

% of Portfolio:0.0% ($295.6K/$1.4B)

Sixth Street Specialty Lending, Inc.

TSLX|83012A109

Shares:13.2K

Value:$294.3K

% of Portfolio:0.0% ($294.3K/$1.4B)

29287L205

Shares:4.2K

Value:$292.9K

% of Portfolio:0.0% ($292.9K/$1.4B)

CSX CORP

CSX|126408103

Shares:9.9K

Value:$292.2K

% of Portfolio:0.0% ($292.2K/$1.4B)

33737A108

Shares:2.6K

Value:$289.0K

% of Portfolio:0.0% ($289.0K/$1.4B)

464287150

ITOT|464287150

Shares:2.3K

Value:$284.3K

% of Portfolio:0.0% ($284.3K/$1.4B)

CONAGRA BRANDS INC.

CAG|205887102

Shares:10.6K

Value:$282.7K

% of Portfolio:0.0% ($282.7K/$1.4B)

KINDER MORGAN, INC.

KMI|49456B101

Shares:9.9K

Value:$281.8K

% of Portfolio:0.0% ($281.8K/$1.4B)

Dell Technologies Inc.

DELL|24703L202

Shares:3.1K

Value:$280.4K

% of Portfolio:0.0% ($280.4K/$1.4B)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:2.5K

Value:$280.1K

% of Portfolio:0.0% ($280.1K/$1.4B)

921932703

VOOV|921932703

Shares:1.5K

Value:$279.1K

% of Portfolio:0.0% ($279.1K/$1.4B)

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:2.0K

Value:$277.8K

% of Portfolio:0.0% ($277.8K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
XCEL ENERGY INC(XELcusip98389B100)	4.5K	QoQ 0.00% (+0) YoY +12.73% (+507)	All Managers (Combined)	$317.6K	0.0% ($317.6K/$1.4B)	QoQ +4.84% (+$14.7K) YoY +48.47% (+$103.7K)
(cusip336917109)✕	7.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$315.4K	0.0% ($315.4K/$1.4B)	QoQ +7.89% (+$23.1K) YoY +12.88% (+$36.0K)
(cusip78468R523)✕	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$310.6K	0.0% ($310.6K/$1.4B)	QoQ NEW(+$310.6K) YoY NEW(+$310.6K)
MGM Resorts International(MGMcusip552953101)	10.4K	QoQ 0.00% (-0) YoY -10.36% (-1.2K)	All Managers (Combined)	$307.7K	0.0% ($307.7K/$1.4B)	QoQ -14.45% (-$52.0K) YoY -43.72% (-$239.0K)
(cusip33738R506)✕	5.2K	QoQ -3.14% (-170) YoY -36.85% (-3.1K)	All Managers (Combined)	$306.2K	0.0% ($306.2K/$1.4B)	QoQ -4.13% (-$13.2K) YoY -34.18% (-$159.0K)
(QUALcusip46432F339)	1.8K	QoQ -0.99% (-18) YoY +6.81% (+114)	All Managers (Combined)	$305.6K	0.0% ($305.6K/$1.4B)	QoQ -4.99% (-$16.1K) YoY +11.06% (+$30.4K)
(IWDcusip464287598)	1.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$304.8K	0.0% ($304.8K/$1.4B)	QoQ +1.63% (+$4.9K) YoY +5.05% (+$14.7K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	2.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$301.9K	0.0% ($301.9K/$1.4B)	QoQ +15.88% (+$41.4K) YoY +32.70% (+$74.4K)
EOG RESOURCES INC(EOGcusip26875P101)	2.3K	QoQ 0.00% (+0) YoY +7.81% (+167)	All Managers (Combined)	$295.6K	0.0% ($295.6K/$1.4B)	QoQ +4.61% (+$13.0K) YoY +8.14% (+$22.3K)
Sixth Street Specialty Lending, Inc.(TSLXcusip83012A109)	13.2K	QoQ NEW(+13.2K) YoY NEW(+13.2K)	All Managers (Combined)	$294.3K	0.0% ($294.3K/$1.4B)	QoQ NEW(+$294.3K) YoY NEW(+$294.3K)
(cusip29287L205)✕	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$292.9K	0.0% ($292.9K/$1.4B)	QoQ NEW(+$292.9K) YoY NEW(+$292.9K)
CSX CORP(CSXcusip126408103)	9.9K	QoQ -33.82% (-5.1K) YoY -35.22% (-5.4K)	All Managers (Combined)	$292.2K	0.0% ($292.2K/$1.4B)	QoQ -39.64% (-$192.0K) YoY -48.57% (-$276.0K)
(cusip33737A108)✕	2.6K	QoQ 0.00% (-0) YoY +0.43% (-11)	All Managers (Combined)	$289.0K	0.0% ($289.0K/$1.4B)	QoQ -5.20% (-$15.9K) YoY -0.87% (-$2.5K)
(ITOTcusip464287150)	2.3K	QoQ +0.04% (-1) YoY +0.04% (+1)	All Managers (Combined)	$284.3K	0.0% ($284.3K/$1.4B)	QoQ -5.09% (-$15.3K) YoY +5.86% (+$15.7K)
CONAGRA BRANDS INC.(CAGcusip205887102)	10.6K	QoQ 0.00% (-0) YoY NEW(+10.6K)	All Managers (Combined)	$282.7K	0.0% ($282.7K/$1.4B)	QoQ -3.89% (-$11.4K) YoY NEW(+$282.7K)
KINDER MORGAN, INC.(KMIcusip49456B101)	9.9K	QoQ -20.96% (-2.6K) YoY -30.73% (-4.4K)	All Managers (Combined)	$281.8K	0.0% ($281.8K/$1.4B)	QoQ -17.70% (-$60.6K) YoY +7.74% (-$20.3K)
Dell Technologies Inc.(DELLcusip24703L202)	3.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$280.4K	0.0% ($280.4K/$1.4B)	QoQ -20.90% (-$74.1K) YoY -20.12% (-$70.6K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	2.5K	QoQ 0.00% (+0) YoY -32.00% (-1.2K)	All Managers (Combined)	$280.1K	0.0% ($280.1K/$1.4B)	QoQ +21.30% (+$49.2K) YoY +4.00% (-$10.8K)
(VOOVcusip921932703)	1.5K	QoQ -6.07% (-98) YoY -4.11% (-65)	All Managers (Combined)	$279.1K	0.0% ($279.1K/$1.4B)	QoQ -6.25% (-$18.6K) YoY -2.13% (-$6.1K)
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	2.0K	QoQ 0.00% (-0) YoY -10.11% (-225)	All Managers (Combined)	$277.8K	0.0% ($277.8K/$1.4B)	QoQ -10.57% (-$32.8K) YoY -2.76% (-$7.9K)