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 17 of 17
78464A508
Shares:4.5K
Value:$231.6K
464288513
Shares:2.9K
Value:$227.2K
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares:540
Value:$226.7K
464287689
Shares:704
Value:$223.8K
464287176
Shares:2.0K
Value:$220.4K
46138E362
Shares:4.3K
Value:$214.6K
922042858
Shares:4.7K
Value:$213.4K
46429B697
Shares:2.2K
Value:$210.5K
97717W570
Shares:3.5K
Value:$208.6K
Western Union CO
Shares:19.5K
Value:$205.9K
Compass Diversified Holdings
Shares:10.5K
Value:$196.2K
Energy Transfer LP
Shares:10.1K
Value:$186.9K
Avantor, Inc.
Shares:11.3K
Value:$183.2K
Star Bulk Carriers Corp.
Shares:10.9K
Value:$169.8K
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Shares:12.8K
Value:$169.1K
Postal Realty Trust, Inc.
Shares:11.8K
Value:$168.4K
COHEN & STEERS QUALITY INCOME REALTY FUND INC
Shares:10.4K
Value:$130.3K
Ardagh Metal Packaging S.A.
Shares:41.4K
Value:$124.9K
NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND
Shares:11.0K
Value:$120.0K
Viatris Inc
Shares:12.2K
Value:$106.6K