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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Alphabet Inc.

GOOG|02079K107

Shares:95.8K

Value:$15.0M

% of Portfolio:1.1% ($15.0M/$1.4B)

92189F676

Shares:70.7K

Value:$15.0M

% of Portfolio:1.1% ($15.0M/$1.4B)

HOME DEPOT, INC.

HD|437076102

Shares:39.4K

Value:$14.4M

% of Portfolio:1.0% ($14.4M/$1.4B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:55.9K

Value:$13.9M

% of Portfolio:1.0% ($13.9M/$1.4B)

Alphabet Inc.

GOOGL|02079K305

Shares:89.8K

Value:$13.9M

% of Portfolio:1.0% ($13.9M/$1.4B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:25.1K

Value:$13.3M

% of Portfolio:1.0% ($13.3M/$1.4B)

VISA INC.

V|92826C839

Shares:37.5K

Value:$13.2M

% of Portfolio:0.9% ($13.2M/$1.4B)

PROCTER & GAMBLE Co

PG|742718109

Shares:73.1K

Value:$12.5M

% of Portfolio:0.9% ($12.5M/$1.4B)

14020X104

Shares:434.0K

Value:$12.3M

% of Portfolio:0.9% ($12.3M/$1.4B)

46137V431

Shares:119.5K

Value:$11.9M

% of Portfolio:0.9% ($11.9M/$1.4B)

46641Q654

Shares:234.4K

Value:$11.9M

% of Portfolio:0.9% ($11.9M/$1.4B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:193.1K

Value:$11.9M

% of Portfolio:0.9% ($11.9M/$1.4B)

87283Q867

Shares:329.1K

Value:$10.6M

% of Portfolio:0.8% ($10.6M/$1.4B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:18.9K

Value:$10.3M

% of Portfolio:0.7% ($10.3M/$1.4B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:18.2K

Value:$10.2M

% of Portfolio:0.7% ($10.2M/$1.4B)

AMGEN INC

AMGN|031162100

Shares:32.6K

Value:$10.1M

% of Portfolio:0.7% ($10.1M/$1.4B)

SOUTHERN CO

SO|842587107

Shares:104.9K

Value:$9.6M

% of Portfolio:0.7% ($9.6M/$1.4B)

92204A702

VGT|92204A702

Shares:17.8K

Value:$9.6M

% of Portfolio:0.7% ($9.6M/$1.4B)

ORACLE CORP

ORCL|68389X105

Shares:61.9K

Value:$8.7M

% of Portfolio:0.6% ($8.7M/$1.4B)

EXXON MOBIL CORP

XOM|30231G102

Shares:71.7K

Value:$8.5M

% of Portfolio:0.6% ($8.5M/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGcusip02079K107)	95.8K	QoQ -0.22% (-218) YoY +8.29% (+7.3K)	All Managers (Combined)	$15.0M	1.1% ($15.0M/$1.4B)	QoQ -18.15% (-$3.3M) YoY +11.12% (+$1.5M)
(cusip92189F676)✕	70.7K	QoQ +14.33% (-8.9K) YoY +108.97% (+36.9K)	All Managers (Combined)	$15.0M	1.1% ($15.0M/$1.4B)	QoQ -0.16% (-$24.0K) YoY +96.41% (+$7.3M)
HOME DEPOT, INC.(HDcusip437076102)	39.4K	QoQ -0.52% (-209) YoY -1.88% (-758)	All Managers (Combined)	$14.4M	1.0% ($14.4M/$1.4B)	QoQ -6.28% (-$967.2K) YoY -6.26% (-$964.4K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	55.9K	QoQ -2.13% (-1.2K) YoY -2.25% (-1.3K)	All Managers (Combined)	$13.9M	1.0% ($13.9M/$1.4B)	QoQ +10.70% (-$1.3M) YoY +27.28% (-$3.0M)
Alphabet Inc.(GOOGLcusip02079K305)	89.8K	QoQ -0.24% (-219) YoY -0.15% (-138)	All Managers (Combined)	$13.9M	1.0% ($13.9M/$1.4B)	QoQ -18.50% (-$3.2M) YoY +2.30% (-$312.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	25.1K	QoQ +10.32% (+2.3K) YoY +10.61% (+2.4K)	All Managers (Combined)	$13.3M	1.0% ($13.3M/$1.4B)	QoQ +29.62% (+$3.0M) YoY +40.09% (+$3.8M)
VISA INC.(Vcusip92826C839)	37.5K	QoQ -2.81% (-1.1K) YoY -4.04% (-1.6K)	All Managers (Combined)	$13.2M	0.9% ($13.2M/$1.4B)	QoQ +7.76% (-$947.8K) YoY +20.50% (-$2.2M)
PROCTER & GAMBLE Co(PGcusip742718109)	73.1K	QoQ -1.51% (-1.1K) YoY -3.67% (-2.8K)	All Managers (Combined)	$12.5M	0.9% ($12.5M/$1.4B)	QoQ +0.10% (-$13.5K) YoY +1.17% (-$144.6K)
(cusip14020X104)✕	434.0K	QoQ -2.31% (-10.3K) YoY +1860.47% (+411.8K)	All Managers (Combined)	$12.3M	0.9% ($12.3M/$1.4B)	QoQ -5.29% (-$687.0K) YoY +1828.47% (+$11.7M)
(cusip46137V431)✕	119.5K	QoQ +4.05% (-4.7K) YoY +27.28% (+25.6K)	All Managers (Combined)	$11.9M	0.9% ($11.9M/$1.4B)	QoQ -0.90% (-$109.0K) YoY +19.38% (+$1.9M)
(cusip46641Q654)✕	234.4K	QoQ -19.43% (-56.6K) YoY -28.85% (-95.1K)	All Managers (Combined)	$11.9M	0.9% ($11.9M/$1.4B)	QoQ -19.21% (-$2.8M) YoY -28.70% (-$4.8M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	193.1K	QoQ -0.05% (-115) YoY +0.78% (+1.5K)	All Managers (Combined)	$11.9M	0.9% ($11.9M/$1.4B)	QoQ +4.17% (-$478.0K) YoY +24.61% (+$2.4M)
(cusip87283Q867)✕	329.1K	QoQ +5.41% (+16.9K) YoY +50.23% (+110.0K)	All Managers (Combined)	$10.6M	0.8% ($10.6M/$1.4B)	QoQ +2.27% (+$236.2K) YoY +60.42% (+$4.0M)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	18.9K	QoQ +0.05% (-11) YoY -5.90% (-1.2K)	All Managers (Combined)	$10.3M	0.7% ($10.3M/$1.4B)	QoQ -4.54% (-$490.8K) YoY +23.06% (-$1.9M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	18.2K	QoQ +0.32% (-59) YoY +4.34% (+757)	All Managers (Combined)	$10.2M	0.7% ($10.2M/$1.4B)	QoQ -4.24% (-$450.6K) YoY +11.59% (+$1.1M)
AMGEN INC(AMGNcusip031162100)	32.6K	QoQ -28.76% (-13.2K) YoY -36.64% (-18.8K)	All Managers (Combined)	$10.1M	0.7% ($10.1M/$1.4B)	QoQ -14.85% (-$1.8M) YoY -30.57% (-$4.5M)
SOUTHERN CO(SOcusip842587107)	104.9K	QoQ +1.95% (+2.0K) YoY +8.11% (+7.9K)	All Managers (Combined)	$9.6M	0.7% ($9.6M/$1.4B)	QoQ +13.88% (+$1.2M) YoY +38.56% (+$2.7M)
(VGTcusip92204A702)	17.8K	QoQ +0.35% (-63) YoY -9.79% (-1.9K)	All Managers (Combined)	$9.6M	0.7% ($9.6M/$1.4B)	QoQ -12.46% (-$1.4M) YoY -6.68% (-$690.1K)
ORACLE CORP(ORCLcusip68389X105)	61.9K	QoQ +2.96% (-1.8K) YoY -9.34% (-6.4K)	All Managers (Combined)	$8.7M	0.6% ($8.7M/$1.4B)	QoQ -13.61% (-$1.4M) YoY +0.89% (-$77.0K)
EXXON MOBIL CORP(XOMcusip30231G102)	71.7K	QoQ -0.71% (-518) YoY +0.64% (+459)	All Managers (Combined)	$8.5M	0.6% ($8.5M/$1.4B)	QoQ +9.76% (-$759.1K) YoY +2.97% (+$246.4K)