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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AGNICO EAGLE MINES LTD

AEM|008474108

Shares:2.5K

Value:$275.7K

% of Portfolio:0.0% ($275.7K/$1.4B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.1K

Value:$272.3K

% of Portfolio:0.0% ($272.3K/$1.4B)

Sprott Physical Gold & Silver Trust

CEF|85208R101

Shares:9.4K

Value:$268.5K

% of Portfolio:0.0% ($268.5K/$1.4B)

TARGET CORP

TGT|87612E106

Shares:2.6K

Value:$266.3K

% of Portfolio:0.0% ($266.3K/$1.4B)

VERISIGN INC/CA

VRSN|92343E102

Shares:1.0K

Value:$265.3K

% of Portfolio:0.0% ($265.3K/$1.4B)

ECOLAB INC.

ECL|278865100

Shares:1.0K

Value:$262.9K

% of Portfolio:0.0% ($262.9K/$1.4B)

464287622

IWB|464287622

Shares:854

Value:$262.0K

% of Portfolio:0.0% ($262.0K/$1.4B)

78464A359

Shares:3.4K

Value:$261.7K

% of Portfolio:0.0% ($261.7K/$1.4B)

Easterly Government Properties, Inc.

DEA|27616P103

Shares:24.6K

Value:$261.2K

% of Portfolio:0.0% ($261.2K/$1.4B)

NIKE, Inc.

NKE|654106103

Shares:4.1K

Value:$259.6K

% of Portfolio:0.0% ($259.6K/$1.4B)

FASTENAL CO

FAST|311900104

Shares:3.3K

Value:$255.9K

% of Portfolio:0.0% ($255.9K/$1.4B)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:1.5K

Value:$250.8K

% of Portfolio:0.0% ($250.8K/$1.4B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:2.4K

Value:$248.1K

% of Portfolio:0.0% ($248.1K/$1.4B)

MOODYS CORP /DE/

MCO|615369105

Shares:530

Value:$246.9K

% of Portfolio:0.0% ($246.9K/$1.4B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:697

Value:$246.1K

% of Portfolio:0.0% ($246.1K/$1.4B)

METLIFE INC

MET|59156R108

Shares:3.0K

Value:$242.9K

% of Portfolio:0.0% ($242.9K/$1.4B)

33739E108

Shares:13.6K

Value:$239.2K

% of Portfolio:0.0% ($239.2K/$1.4B)

33740F557

Shares:9.0K

Value:$238.1K

% of Portfolio:0.0% ($238.1K/$1.4B)

47103U845

Shares:4.6K

Value:$234.2K

% of Portfolio:0.0% ($234.2K/$1.4B)

PLAINS GP HOLDINGS LP

PAGP|72651A207

Shares:10.9K

Value:$233.1K

% of Portfolio:0.0% ($233.1K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AGNICO EAGLE MINES LTD(AEMcusip008474108)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$275.7K	0.0% ($275.7K/$1.4B)	QoQ NEW(+$275.7K) YoY NEW(+$275.7K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.1K	QoQ 0.00% (+0) YoY NEW(+1.1K)	All Managers (Combined)	$272.3K	0.0% ($272.3K/$1.4B)	QoQ +14.88% (+$35.3K) YoY NEW(+$272.3K)
Sprott Physical Gold & Silver Trust(CEFcusip85208R101)	9.4K	QoQ -5.50% (-550) YoY -5.50% (-550)	All Managers (Combined)	$268.5K	0.0% ($268.5K/$1.4B)	QoQ +12.99% (-$30.9K) YoY +31.99% (-$65.1K)
TARGET CORP(TGTcusip87612E106)	2.6K	QoQ -16.54% (-506) YoY -20.10% (-642)	All Managers (Combined)	$266.3K	0.0% ($266.3K/$1.4B)	QoQ -35.57% (-$147.1K) YoY -52.94% (-$299.6K)
VERISIGN INC/CA(VRSNcusip92343E102)	1.0K	QoQ 0.00% (+0) YoY -1.87% (-20)	All Managers (Combined)	$265.3K	0.0% ($265.3K/$1.4B)	QoQ +22.66% (+$49.0K) YoY +31.44% (-$63.5K)
ECOLAB INC.(ECLcusip278865100)	1.0K	QoQ 0.00% (+0) YoY -7.65% (-86)	All Managers (Combined)	$262.9K	0.0% ($262.9K/$1.4B)	QoQ +8.19% (+$19.9K) YoY +1.38% (-$3.6K)
(IWBcusip464287622)	854	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$262.0K	0.0% ($262.0K/$1.4B)	QoQ -4.78% (-$13.2K) YoY +6.49% (+$16.0K)
(cusip78464A359)✕	3.4K	QoQ 0.00% (-0) YoY -4.84% (-174)	All Managers (Combined)	$261.7K	0.0% ($261.7K/$1.4B)	QoQ -1.63% (-$4.3K) YoY -0.18% (-$480)
Easterly Government Properties, Inc.(DEAcusip27616P103)	24.6K	QoQ +106.36% (+12.7K) YoY +18.20% (+3.8K)	All Managers (Combined)	$261.2K	0.0% ($261.2K/$1.4B)	QoQ +92.55% (+$125.5K) YoY +8.86% (+$21.3K)
NIKE, Inc.(NKEcusip654106103)	4.1K	QoQ -34.98% (-2.2K) YoY -52.35% (-4.5K)	All Managers (Combined)	$259.6K	0.0% ($259.6K/$1.4B)	QoQ -45.45% (-$216.3K) YoY -67.81% (-$547.0K)
FASTENAL CO(FASTcusip311900104)	3.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$255.9K	0.0% ($255.9K/$1.4B)	QoQ +7.84% (+$18.6K) YoY +0.53% (+$1.4K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	1.5K	QoQ 0.00% (+0) YoY -3.64% (-55)	All Managers (Combined)	$250.8K	0.0% ($250.8K/$1.4B)	QoQ +15.76% (+$34.2K) YoY +20.97% (-$43.5K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	2.4K	QoQ -23.43% (-739) YoY -31.73% (-1.1K)	All Managers (Combined)	$248.1K	0.0% ($248.1K/$1.4B)	QoQ -34.87% (-$132.9K) YoY -61.12% (-$390.0K)
MOODYS CORP /DE/(MCOcusip615369105)	530	QoQ +0.95% (-5) YoY NEW(+530)	All Managers (Combined)	$246.9K	0.0% ($246.9K/$1.4B)	QoQ -0.67% (-$1.7K) YoY NEW(+$246.9K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	697	QoQ +7.72% (+50) YoY -84.63% (-3.8K)	All Managers (Combined)	$246.1K	0.0% ($246.1K/$1.4B)	QoQ +11.15% (+$24.7K) YoY -83.07% (-$1.2M)
METLIFE INC(METcusip59156R108)	3.0K	QoQ 0.00% (-0) YoY -10.02% (-337)	All Managers (Combined)	$242.9K	0.0% ($242.9K/$1.4B)	QoQ -1.94% (-$4.8K) YoY -2.51% (-$6.3K)
(cusip33739E108)✕	13.6K	QoQ NEW(+13.6K) YoY NEW(+13.6K)	All Managers (Combined)	$239.2K	0.0% ($239.2K/$1.4B)	QoQ NEW(+$239.2K) YoY NEW(+$239.2K)
(cusip33740F557)✕	9.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$238.1K	0.0% ($238.1K/$1.4B)	QoQ -5.63% (-$14.2K) YoY +3.68% (+$8.5K)
(cusip47103U845)✕	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$234.2K	0.0% ($234.2K/$1.4B)	QoQ NEW(+$234.2K) YoY NEW(+$234.2K)
PLAINS GP HOLDINGS LP(PAGPcusip72651A207)	10.9K	QoQ NEW(+10.9K) YoY NEW(+10.9K)	All Managers (Combined)	$233.1K	0.0% ($233.1K/$1.4B)	QoQ NEW(+$233.1K) YoY NEW(+$233.1K)