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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464287515

Shares:92.1K

Value:$8.2M

% of Portfolio:0.6% ($8.2M/$1.4B)

922908629

VO|922908629

Shares:31.5K

Value:$8.2M

% of Portfolio:0.6% ($8.2M/$1.4B)

GENERAL DYNAMICS CORP

GD|369550108

Shares:28.0K

Value:$7.6M

% of Portfolio:0.5% ($7.6M/$1.4B)

CATERPILLAR INC

CAT|149123101

Shares:21.5K

Value:$7.1M

% of Portfolio:0.5% ($7.1M/$1.4B)

46641Q332

Shares:121.8K

Value:$7.0M

% of Portfolio:0.5% ($7.0M/$1.4B)

AbbVie Inc.

ABBV|00287Y109

Shares:33.1K

Value:$6.9M

% of Portfolio:0.5% ($6.9M/$1.4B)

Omega Flex, Inc.

OFLX|682095104

Shares:192.3K

Value:$6.7M

% of Portfolio:0.5% ($6.7M/$1.4B)

Merck & Co., Inc.

MRK|58933Y105

Shares:74.1K

Value:$6.6M

% of Portfolio:0.5% ($6.6M/$1.4B)

46137V472

Shares:72.2K

Value:$6.6M

% of Portfolio:0.5% ($6.6M/$1.4B)

3M CO

MMM|88579Y101

Shares:44.8K

Value:$6.6M

% of Portfolio:0.5% ($6.6M/$1.4B)

CHEVRON CORP

CVX|166764100

Shares:38.8K

Value:$6.5M

% of Portfolio:0.5% ($6.5M/$1.4B)

Meta Platforms, Inc.

META|30303M102

Shares:11.2K

Value:$6.5M

% of Portfolio:0.5% ($6.5M/$1.4B)

QUALCOMM INC/DE

QCOM|747525103

Shares:40.8K

Value:$6.3M

% of Portfolio:0.4% ($6.3M/$1.4B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:13.2K

Value:$6.2M

% of Portfolio:0.4% ($6.2M/$1.4B)

46654Q203

Shares:117.5K

Value:$6.1M

% of Portfolio:0.4% ($6.1M/$1.4B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:42.7K

Value:$6.1M

% of Portfolio:0.4% ($6.1M/$1.4B)

COCA COLA CO

KO|191216100

Shares:84.1K

Value:$6.0M

% of Portfolio:0.4% ($6.0M/$1.4B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:7

Value:$5.6M

% of Portfolio:0.4% ($5.6M/$1.4B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:24.0K

Value:$5.6M

% of Portfolio:0.4% ($5.6M/$1.4B)

Philip Morris International Inc.

PM|718172109

Shares:34.7K

Value:$5.5M

% of Portfolio:0.4% ($5.5M/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287515)✕	92.1K	QoQ -0.83% (-773) YoY -4.38% (-4.2K)	All Managers (Combined)	$8.2M	0.6% ($8.2M/$1.4B)	QoQ -11.85% (-$1.1M) YoY -0.21% (-$17.5K)
(VOcusip922908629)	31.5K	QoQ -1.20% (-386) YoY -2.20% (-712)	All Managers (Combined)	$8.2M	0.6% ($8.2M/$1.4B)	QoQ -3.26% (-$275.7K) YoY +1.22% (-$98.6K)
GENERAL DYNAMICS CORP(GDcusip369550108)	28.0K	QoQ +2.13% (+586) YoY +1.54% (-427)	All Managers (Combined)	$7.6M	0.5% ($7.6M/$1.4B)	QoQ +5.66% (+$409.2K) YoY -2.01% (-$156.8K)
CATERPILLAR INC(CATcusip149123101)	21.5K	QoQ -0.68% (-149) YoY -8.12% (-1.9K)	All Managers (Combined)	$7.1M	0.5% ($7.1M/$1.4B)	QoQ -9.70% (-$764.0K) YoY -17.30% (-$1.5M)
(cusip46641Q332)✕	121.8K	QoQ +8.39% (+9.4K) YoY +14.88% (+15.8K)	All Managers (Combined)	$7.0M	0.5% ($7.0M/$1.4B)	QoQ +7.65% (+$495.1K) YoY +13.46% (+$825.8K)
AbbVie Inc.(ABBVcusip00287Y109)	33.1K	QoQ -1.82% (-615) YoY -3.65% (-1.3K)	All Managers (Combined)	$6.9M	0.5% ($6.9M/$1.4B)	QoQ +15.75% (-$945.1K) YoY +10.85% (-$679.7K)
Omega Flex, Inc.(OFLXcusip682095104)	192.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$6.7M	0.5% ($6.7M/$1.4B)	QoQ -17.13% (-$1.4M) YoY -50.96% (-$7.0M)
Merck & Co., Inc.(MRKcusip58933Y105)	74.1K	QoQ +2.65% (-1.9K) YoY +4.34% (-3.1K)	All Managers (Combined)	$6.6M	0.5% ($6.6M/$1.4B)	QoQ -7.37% (-$529.3K) YoY -29.01% (-$2.7M)
(cusip46137V472)✕	72.2K	QoQ -2.79% (-2.1K) YoY +6.11% (-4.2K)	All Managers (Combined)	$6.6M	0.5% ($6.6M/$1.4B)	QoQ -9.64% (-$705.3K) YoY -11.74% (-$878.8K)
3M CO(MMMcusip88579Y101)	44.8K	QoQ -0.45% (-206) YoY +1.09% (+485)	All Managers (Combined)	$6.6M	0.5% ($6.6M/$1.4B)	QoQ +13.24% (-$769.0K) YoY +39.97% (+$1.9M)
CHEVRON CORP(CVXcusip166764100)	38.8K	QoQ -0.83% (-325) YoY +4.64% (+1.7K)	All Managers (Combined)	$6.5M	0.5% ($6.5M/$1.4B)	QoQ +14.53% (-$823.4K) YoY +10.98% (+$641.8K)
Meta Platforms, Inc.(METAcusip30303M102)	11.2K	QoQ +10.08% (+1.0K) YoY +18.55% (+1.8K)	All Managers (Combined)	$6.5M	0.5% ($6.5M/$1.4B)	QoQ +8.35% (+$499.7K) YoY +40.72% (+$1.9M)
QUALCOMM INC/DE(QCOMcusip747525103)	40.8K	QoQ +2.63% (+1.1K) YoY -7.63% (-3.4K)	All Managers (Combined)	$6.3M	0.4% ($6.3M/$1.4B)	QoQ +2.63% (+$160.9K) YoY -16.20% (-$1.2M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	13.2K	QoQ 0.00% (-0) YoY +6.06% (+754)	All Managers (Combined)	$6.2M	0.4% ($6.2M/$1.4B)	QoQ -8.27% (-$557.9K) YoY +12.01% (+$663.2K)
(cusip46654Q203)✕	117.5K	QoQ +37.46% (+32.0K) YoY +36.25% (+31.3K)	All Managers (Combined)	$6.1M	0.4% ($6.1M/$1.4B)	QoQ +26.25% (+$1.3M) YoY +30.07% (+$1.4M)
KIMBERLY CLARK CORP(KMBcusip494368103)	42.7K	QoQ -0.13% (-59) YoY +2.31% (+967)	All Managers (Combined)	$6.1M	0.4% ($6.1M/$1.4B)	QoQ +8.38% (-$470.0K) YoY +12.49% (+$675.1K)
COCA COLA CO(KOcusip191216100)	84.1K	QoQ -1.01% (-865) YoY -0.84% (-719)	All Managers (Combined)	$6.0M	0.4% ($6.0M/$1.4B)	QoQ +13.86% (-$733.5K) YoY +16.07% (-$834.2K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	7	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.6M	0.4% ($5.6M/$1.4B)	QoQ +17.25% (+$822.7K) YoY +25.84% (+$1.1M)
WASTE MANAGEMENT INC(WMcusip94106L109)	24.0K	QoQ -0.64% (-155) YoY -10.47% (-2.8K)	All Managers (Combined)	$5.6M	0.4% ($5.6M/$1.4B)	QoQ +13.99% (-$682.3K) YoY -2.76% (-$157.8K)
Philip Morris International Inc.(PMcusip718172109)	34.7K	QoQ -1.38% (-487) YoY -2.03% (-719)	All Managers (Combined)	$5.5M	0.4% ($5.5M/$1.4B)	QoQ +30.06% (-$1.3M) YoY +69.73% (-$2.3M)