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",
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  "GS",
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  "INTC",
  "OGN",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
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  "KVUE",
  "SPGI",
  null,
  null,
  "NOW",
  "O",
  "SHEL",
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  "GLD",
  null,
  null,
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  "IBM",
  "SYK",
  "SBUX",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UBER",
  "UL",
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  "VO",
  "MET",
  "VV",
  "OFLX",
  "SCHW",
  "SBLK",
  "VWO",
  "ETV",
  "IWV",
  "PRF",
  null,
  null,
  "VIG",
  "TSM",
  null,
  null,
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  "DD",
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  "GM",
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  "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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ELI LILLY & Co

LLY|532457108

Shares:6.6K

Value:$5.5M

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

BlackRock, Inc.

BLK|09290D101

Shares:5.7K

Value:$5.4M

% of Portfolio:0.4% ($5.4M/$1.4B)

CUMMINS INC

CMI|231021106

Shares:16.8K

Value:$5.3M

% of Portfolio:0.4% ($5.3M/$1.4B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:5.5K

Value:$5.2M

% of Portfolio:0.4% ($5.2M/$1.4B)

ALLSTATE CORP

ALL|020002101

Shares:25.1K

Value:$5.2M

% of Portfolio:0.4% ($5.2M/$1.4B)

464287168

DVY|464287168

Shares:38.4K

Value:$5.2M

% of Portfolio:0.4% ($5.2M/$1.4B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:28.6K

Value:$5.1M

% of Portfolio:0.4% ($5.1M/$1.4B)

Tesla, Inc.

TSLA|88160R101

Shares:19.0K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.4B)

Duke Energy CORP

DUK|26441C204

Shares:40.2K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.4B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:115.3K

Value:$4.8M

% of Portfolio:0.3% ($4.8M/$1.4B)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:42.3K

Value:$4.7M

% of Portfolio:0.3% ($4.7M/$1.4B)

Palo Alto Networks Inc

PANW|697435105

Shares:26.1K

Value:$4.5M

% of Portfolio:0.3% ($4.5M/$1.4B)

921910840

MGV|921910840

Shares:34.5K

Value:$4.4M

% of Portfolio:0.3% ($4.4M/$1.4B)

PFIZER INC

PFE|717081103

Shares:173.9K

Value:$4.4M

% of Portfolio:0.3% ($4.4M/$1.4B)

PEPSICO INC

PEP|713448108

Shares:29.3K

Value:$4.4M

% of Portfolio:0.3% ($4.4M/$1.4B)

46641Q837

Shares:85.5K

Value:$4.3M

% of Portfolio:0.3% ($4.3M/$1.4B)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:16.0K

Value:$4.2M

% of Portfolio:0.3% ($4.2M/$1.4B)

464288760

Shares:27.3K

Value:$4.2M

% of Portfolio:0.3% ($4.2M/$1.4B)

316092840

Shares:81.7K

Value:$4.1M

% of Portfolio:0.3% ($4.1M/$1.4B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:36.8K

Value:$4.0M

% of Portfolio:0.3% ($4.0M/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ELI LILLY & Co(LLYcusip532457108)	6.6K	QoQ +1.11% (+73) YoY +1.64% (+107)	All Managers (Combined)	$5.5M	0.4% ($5.5M/$1.4B)	QoQ +8.17% (+$413.2K) YoY +7.91% (+$401.0K)
BlackRock, Inc.(BLKcusip09290D101)	5.7K	QoQ +0.08% (-5) YoY NEW(+5.7K)	All Managers (Combined)	$5.4M	0.4% ($5.4M/$1.4B)	QoQ -7.58% (-$445.1K) YoY NEW(+$5.4M)
CUMMINS INC(CMIcusip231021106)	16.8K	QoQ -0.79% (-135) YoY -4.97% (-880)	All Managers (Combined)	$5.3M	0.4% ($5.3M/$1.4B)	QoQ -10.80% (-$638.2K) YoY +1.08% (-$56.6K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	5.5K	QoQ -3.31% (-190) YoY -3.46% (-199)	All Managers (Combined)	$5.2M	0.4% ($5.2M/$1.4B)	QoQ -0.19% (-$10.4K) YoY +24.64% (-$1.0M)
ALLSTATE CORP(ALLcusip020002101)	25.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$5.2M	0.4% ($5.2M/$1.4B)	QoQ +7.40% (+$358.5K) YoY +19.68% (+$855.1K)
(DVYcusip464287168)	38.4K	QoQ -11.86% (-5.2K) YoY +52.32% (+13.2K)	All Managers (Combined)	$5.2M	0.4% ($5.2M/$1.4B)	QoQ -9.84% (-$563.2K) YoY +66.06% (+$2.1M)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	28.6K	QoQ +0.92% (-263) YoY -0.47% (-136)	All Managers (Combined)	$5.1M	0.4% ($5.1M/$1.4B)	QoQ -3.27% (-$174.2K) YoY +2.66% (-$133.4K)
Tesla, Inc.(TSLAcusip88160R101)	19.0K	QoQ +4.81% (-875) YoY -3.37% (-665)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.4B)	QoQ -32.73% (-$2.4M) YoY +42.45% (-$1.5M)
Duke Energy CORP(DUKcusip26441C204)	40.2K	QoQ -3.76% (-1.6K) YoY +22.95% (+7.5K)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.4B)	QoQ +8.94% (-$402.8K) YoY +55.07% (+$1.7M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	115.3K	QoQ +0.54% (-621) YoY -1.13% (-1.3K)	All Managers (Combined)	$4.8M	0.3% ($4.8M/$1.4B)	QoQ -4.53% (-$228.8K) YoY +8.79% (-$389.1K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	42.3K	QoQ +0.25% (-109) YoY -6.99% (-3.2K)	All Managers (Combined)	$4.7M	0.3% ($4.7M/$1.4B)	QoQ -5.53% (-$276.8K) YoY -11.52% (-$615.1K)
Palo Alto Networks Inc(PANWcusip697435105)	26.1K	QoQ +1.83% (-470) YoY +130.16% (+14.8K)	All Managers (Combined)	$4.5M	0.3% ($4.5M/$1.4B)	QoQ -4.50% (-$210.4K) YoY +38.23% (+$1.2M)
(MGVcusip921910840)	34.5K	QoQ -3.24% (-1.2K) YoY +15.21% (+4.6K)	All Managers (Combined)	$4.4M	0.3% ($4.4M/$1.4B)	QoQ -0.19% (-$8.8K) YoY +24.20% (+$867.3K)
PFIZER INC(PFEcusip717081103)	173.9K	QoQ -8.49% (-16.1K) YoY -14.28% (-29.0K)	All Managers (Combined)	$4.4M	0.3% ($4.4M/$1.4B)	QoQ -12.59% (-$635.1K) YoY -21.72% (-$1.2M)
PEPSICO INC(PEPcusip713448108)	29.3K	QoQ -0.33% (-99) YoY -6.68% (-2.1K)	All Managers (Combined)	$4.4M	0.3% ($4.4M/$1.4B)	QoQ -1.72% (-$77.2K) YoY -20.05% (-$1.1M)
(cusip46641Q837)✕	85.5K	QoQ -37.15% (-50.5K) YoY -34.67% (-45.4K)	All Managers (Combined)	$4.3M	0.3% ($4.3M/$1.4B)	QoQ -36.82% (-$2.5M) YoY -34.43% (-$2.3M)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	16.0K	QoQ -5.17% (-873) YoY -5.85% (-995)	All Managers (Combined)	$4.2M	0.3% ($4.2M/$1.4B)	QoQ +4.10% (-$166.7K) YoY +8.18% (-$320.1K)
(cusip464288760)✕	27.3K	QoQ -1.20% (-332) YoY +7.79% (+2.0K)	All Managers (Combined)	$4.2M	0.3% ($4.2M/$1.4B)	QoQ +4.06% (-$163.6K) YoY +25.09% (+$839.3K)
(cusip316092840)✕	81.7K	QoQ +6.84% (+5.2K) YoY +36.16% (+21.7K)	All Managers (Combined)	$4.1M	0.3% ($4.1M/$1.4B)	QoQ +6.11% (+$233.4K) YoY +49.06% (+$1.3M)
EMERSON ELECTRIC CO(EMRcusip291011104)	36.8K	QoQ +4.99% (-1.8K) YoY -0.23% (-87)	All Managers (Combined)	$4.0M	0.3% ($4.0M/$1.4B)	QoQ -7.10% (-$308.7K) YoY -3.55% (-$148.8K)