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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464287515
Shares:92.1K
Value:$8.2M
922908629
Shares:31.5K
Value:$8.2M
GENERAL DYNAMICS CORP
Shares:28.0K
Value:$7.6M
CATERPILLAR INC
Shares:21.5K
Value:$7.1M
46641Q332
Shares:121.8K
Value:$7.0M
AbbVie Inc.
Shares:33.1K
Value:$6.9M
Omega Flex, Inc.
Shares:192.3K
Value:$6.7M
Merck & Co., Inc.
Shares:74.1K
Value:$6.6M
46137V472
Shares:72.2K
Value:$6.6M
Shares:44.8K
Value:$6.6M
CHEVRON CORP
Shares:38.8K
Value:$6.5M
Meta Platforms, Inc.
Shares:11.2K
Value:$6.5M
QUALCOMM INC/DE
Shares:40.8K
Value:$6.3M
INVESCO QQQ TRUST, SERIES 1
Shares:13.2K
Value:$6.2M
46654Q203
Shares:117.5K
Value:$6.1M
KIMBERLY CLARK CORP
Shares:42.7K
Value:$6.1M
COCA COLA CO
Shares:84.1K
Value:$6.0M
BERKSHIRE HATHAWAY INC
Shares:7
Value:$5.6M
WASTE MANAGEMENT INC
Shares:24.0K
Value:$5.6M
Philip Morris International Inc.
Shares:34.7K
Value:$5.5M