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 • $1.4B total value
Manager:
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Page 5 of 17
UNITEDHEALTH GROUP INC
Shares:7.6K
Value:$4.0M
% of Portfolio:0.3% ($4.0M/$1.4B)
PNC FINANCIAL SERVICES GROUP, INC.
Shares:22.4K
Value:$3.9M
% of Portfolio:0.3% ($3.9M/$1.4B)
Motorola Solutions, Inc.
Shares:8.9K
Value:$3.9M
% of Portfolio:0.3% ($3.9M/$1.4B)
CONOCOPHILLIPS
Shares:37.3K
Value:$3.9M
% of Portfolio:0.3% ($3.9M/$1.4B)
AMERICAN ELECTRIC POWER CO INC
Shares:35.3K
Value:$3.9M
% of Portfolio:0.3% ($3.9M/$1.4B)
OLD DOMINION FREIGHT LINE, INC.
Shares:21.8K
Value:$3.6M
% of Portfolio:0.3% ($3.6M/$1.4B)
NETFLIX INC
Shares:3.8K
Value:$3.6M
% of Portfolio:0.3% ($3.6M/$1.4B)
Accenture plc
Shares:11.1K
Value:$3.5M
% of Portfolio:0.2% ($3.5M/$1.4B)
DOMINION ENERGY, INC
Shares:61.5K
Value:$3.5M
% of Portfolio:0.2% ($3.5M/$1.4B)
HONEYWELL INTERNATIONAL INC
Shares:16.3K
Value:$3.4M
% of Portfolio:0.2% ($3.4M/$1.4B)
BOEING CO
Shares:19.5K
Value:$3.3M
% of Portfolio:0.2% ($3.3M/$1.4B)
Blackstone Inc.
Shares:23.8K
Value:$3.3M
% of Portfolio:0.2% ($3.3M/$1.4B)
464287887
Shares:26.1K
Value:$3.3M
% of Portfolio:0.2% ($3.3M/$1.4B)
922908744
Shares:18.7K
Value:$3.2M
% of Portfolio:0.2% ($3.2M/$1.4B)
Phillips 66
Shares:26.2K
Value:$3.2M
% of Portfolio:0.2% ($3.2M/$1.4B)
LOCKHEED MARTIN CORP
Shares:7.2K
Value:$3.2M
% of Portfolio:0.2% ($3.2M/$1.4B)
LOWES COMPANIES INC
Shares:13.7K
Value:$3.2M
% of Portfolio:0.2% ($3.2M/$1.4B)
AUTOMATIC DATA PROCESSING INC
Shares:10.3K
Value:$3.2M
% of Portfolio:0.2% ($3.2M/$1.4B)
921909768
Shares:49.4K
Value:$3.1M
% of Portfolio:0.2% ($3.1M/$1.4B)
GENERAL MILLS INC
Shares:51.2K
Value:$3.1M
% of Portfolio:0.2% ($3.1M/$1.4B)