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

Page 6 of 17

Sort by:

52468L505

Shares:94.2K

Value:$3.1M

% of Portfolio:0.2% ($3.1M/$1.4B)

81369Y209

Shares:19.2K

Value:$2.8M

% of Portfolio:0.2% ($2.8M/$1.4B)

W.W. GRAINGER, INC.

GWW|384802104

Shares:2.8K

Value:$2.7M

% of Portfolio:0.2% ($2.7M/$1.4B)

Mastercard Inc

MA|57636Q104

Shares:4.9K

Value:$2.7M

% of Portfolio:0.2% ($2.7M/$1.4B)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:64.6K

Value:$2.7M

% of Portfolio:0.2% ($2.7M/$1.4B)

12811T308

Shares:92.6K

Value:$2.6M

% of Portfolio:0.2% ($2.6M/$1.4B)

922908363

VOO|922908363

Shares:5.0K

Value:$2.6M

% of Portfolio:0.2% ($2.6M/$1.4B)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:10.9K

Value:$2.6M

% of Portfolio:0.2% ($2.6M/$1.4B)

Salesforce, Inc.

CRM|79466L302

Shares:9.3K

Value:$2.5M

% of Portfolio:0.2% ($2.5M/$1.4B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:35.0K

Value:$2.5M

% of Portfolio:0.2% ($2.5M/$1.4B)

Walt Disney Co

DIS|254687106

Shares:24.9K

Value:$2.5M

% of Portfolio:0.2% ($2.5M/$1.4B)

78464A763

SDY|78464A763

Shares:18.0K

Value:$2.4M

% of Portfolio:0.2% ($2.4M/$1.4B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:9.0K

Value:$2.4M

% of Portfolio:0.2% ($2.4M/$1.4B)

ASML HOLDING NV

ASML|N07059210

Shares:3.6K

Value:$2.4M

% of Portfolio:0.2% ($2.4M/$1.4B)

EXELON CORP

EXC|30161N101

Shares:51.0K

Value:$2.4M

% of Portfolio:0.2% ($2.4M/$1.4B)

922908751

VB|922908751

Shares:9.9K

Value:$2.2M

% of Portfolio:0.2% ($2.2M/$1.4B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:45.7K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$1.4B)

Cigna Group

CI|125523100

Shares:6.2K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$1.4B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:15.8K

Value:$1.9M

% of Portfolio:0.1% ($1.9M/$1.4B)

92204A504

VHT|92204A504

Shares:7.3K

Value:$1.9M

% of Portfolio:0.1% ($1.9M/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip52468L505)✕	94.2K	QoQ -4.66% (-4.6K) YoY +16.97% (+13.7K)	All Managers (Combined)	$3.1M	0.2% ($3.1M/$1.4B)	QoQ +1.11% (-$33.7K) YoY +27.15% (+$651.4K)
(cusip81369Y209)✕	19.2K	QoQ -4.01% (-802) YoY -10.30% (-2.2K)	All Managers (Combined)	$2.8M	0.2% ($2.8M/$1.4B)	QoQ +1.87% (-$51.5K) YoY -11.35% (-$358.4K)
W.W. GRAINGER, INC.(GWWcusip384802104)	2.8K	QoQ 0.00% (-0) YoY -1.77% (-50)	All Managers (Combined)	$2.7M	0.2% ($2.7M/$1.4B)	QoQ -6.28% (-$183.5K) YoY -4.61% (-$132.5K)
Mastercard Inc(MAcusip57636Q104)	4.9K	QoQ +0.02% (+1) YoY -2.09% (-106)	All Managers (Combined)	$2.7M	0.2% ($2.7M/$1.4B)	QoQ +4.10% (+$106.8K) YoY +11.44% (-$278.2K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	64.6K	QoQ +0.02% (-17) YoY +1.26% (+804)	All Managers (Combined)	$2.7M	0.2% ($2.7M/$1.4B)	QoQ -5.11% (-$143.3K) YoY +6.89% (+$171.5K)
(cusip12811T308)✕	92.6K	QoQ NEW(+92.6K) YoY NEW(+92.6K)	All Managers (Combined)	$2.6M	0.2% ($2.6M/$1.4B)	QoQ NEW(+$2.6M) YoY NEW(+$2.6M)
(VOOcusip922908363)	5.0K	QoQ -0.53% (-27) YoY -1.88% (-97)	All Managers (Combined)	$2.6M	0.2% ($2.6M/$1.4B)	QoQ -5.12% (-$140.3K) YoY +4.92% (-$121.8K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	10.9K	QoQ -1.80% (-200) YoY -6.18% (-716)	All Managers (Combined)	$2.6M	0.2% ($2.6M/$1.4B)	QoQ -0.90% (-$23.6K) YoY -12.81% (-$378.3K)
Salesforce, Inc.(CRMcusip79466L302)	9.3K	QoQ +0.54% (-50) YoY +3.07% (-276)	All Managers (Combined)	$2.5M	0.2% ($2.5M/$1.4B)	QoQ -19.29% (-$594.1K) YoY -8.15% (-$220.6K)
NEXTERA ENERGY INC(NEEcusip65339F101)	35.0K	QoQ -4.12% (-1.5K) YoY +4.15% (+1.4K)	All Managers (Combined)	$2.5M	0.2% ($2.5M/$1.4B)	QoQ -5.19% (-$135.8K) YoY +15.52% (+$333.0K)
Walt Disney Co(DIScusip254687106)	24.9K	QoQ -5.55% (-1.5K) YoY -10.26% (-2.9K)	All Managers (Combined)	$2.5M	0.2% ($2.5M/$1.4B)	QoQ -16.28% (-$478.2K) YoY -27.61% (-$938.1K)
(SDYcusip78464A763)	18.0K	QoQ +3.75% (+650) YoY +11.68% (+1.9K)	All Managers (Combined)	$2.4M	0.2% ($2.4M/$1.4B)	QoQ +6.56% (+$150.2K) YoY +15.46% (+$326.5K)
AMERICAN EXPRESS CO(AXPcusip025816109)	9.0K	QoQ +8.22% (-685) YoY +7.57% (+635)	All Managers (Combined)	$2.4M	0.2% ($2.4M/$1.4B)	QoQ -1.89% (-$46.8K) YoY +27.11% (+$517.5K)
ASML HOLDING NV(ASMLcusipN07059210)	3.6K	QoQ +31.86% (+875) YoY NEW(+3.6K)	All Managers (Combined)	$2.4M	0.2% ($2.4M/$1.4B)	QoQ +26.07% (+$496.2K) YoY NEW(+$2.4M)
EXELON CORP(EXCcusip30161N101)	51.0K	QoQ +3.50% (+1.7K) YoY +2.07% (+1.0K)	All Managers (Combined)	$2.4M	0.2% ($2.4M/$1.4B)	QoQ +26.70% (+$495.4K) YoY +25.19% (+$472.9K)
(VBcusip922908751)	9.9K	QoQ +0.03% (-3) YoY -14.51% (-1.7K)	All Managers (Combined)	$2.2M	0.2% ($2.2M/$1.4B)	QoQ -7.67% (-$183.3K) YoY -17.06% (-$453.7K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	45.7K	QoQ +4.00% (+1.8K) YoY -12.45% (-6.5K)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$1.4B)	QoQ +17.97% (+$315.9K) YoY -5.35% (-$117.4K)
Cigna Group(CIcusip125523100)	6.2K	QoQ -56.74% (-8.2K) YoY -56.67% (-8.2K)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$1.4B)	QoQ -48.47% (-$1.9M) YoY -60.75% (-$3.2M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	15.8K	QoQ 0.00% (+0) YoY -8.85% (-1.5K)	All Managers (Combined)	$1.9M	0.1% ($1.9M/$1.4B)	QoQ +0.81% (+$15.6K) YoY +9.46% (-$166.2K)
(VHTcusip92204A504)	7.3K	QoQ 0.00% (+0) YoY -10.27% (-831)	All Managers (Combined)	$1.9M	0.1% ($1.9M/$1.4B)	QoQ +4.35% (+$80.1K) YoY -12.18% (-$266.5K)