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
Filing Details
13F-HR • 2025-03-31- 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% identified273 identified67 unidentified
Holdings
340 positions
Manager:
Search and click to pin securities to the top
Page 7 of 17
464287721
Shares:11.9K
Value:$1.7M
81369Y704
Shares:9.9K
Value:$1.3M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
9.5K | All Managers (Combined) | $1.9M | |||
3.7K | All Managers (Combined) | $1.8M | |||
21.7K | All Managers (Combined) | $1.8M | |||
Eaton Corp plc(ETNcusipG29183103) | 6.7K | All Managers (Combined) | $1.8M | ||
2.9K | All Managers (Combined) | $1.8M | |||
8.5K | QoQ -0.60% (-52)YoY -0.42% (-36) | All Managers (Combined) | $1.8M | ||
(cusip464287721)✕ | 11.9K | QoQ 0.00% (-0)YoY -5.79% (-730) | All Managers (Combined) | $1.7M | |
ServiceNow, Inc.(NOWcusip81762P102) | 2.1K | QoQ -1.88% (-40)YoY -9.22% (-212) | All Managers (Combined) | $1.7M | |
3.2K | QoQ +3.35% (-105)YoY +5.74% (-176) | All Managers (Combined) | $1.6M | ||
25.4K | QoQ -0.12% (-32)YoY +2.59% (+641) | All Managers (Combined) | $1.6M | ||
Walmart Inc.(WMTcusip931142103) | 18.1K | QoQ 0.00% (-0)YoY -2.92% (-547) | All Managers (Combined) | $1.6M | |
US BANCORP \DE\(USBcusip902973304) | 36.9K | All Managers (Combined) | $1.6M | ||
CVS HEALTH Corp(CVScusip126650100) | 21.8K | All Managers (Combined) | $1.5M | ||
6.2K | QoQ 0.00% (+0)YoY -5.85% (-383) | All Managers (Combined) | $1.5M | ||
737 | All Managers (Combined) | $1.4M | |||
MORGAN STANLEY(MScusip617446448) | 11.6K | QoQ +0.11% (-13)YoY 0.00% (+0) | All Managers (Combined) | $1.4M | |
15.9K | QoQ 0.00% (+0)YoY -0.31% (-50) | All Managers (Combined) | $1.3M | ||
11.7K | All Managers (Combined) | $1.3M | |||
Vistra Corp.(VSTcusip92840M102) | 11.1K | QoQ NEW(+11.1K) YoY NEW(+11.1K) | All Managers (Combined) | $1.3M | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) |
(cusip81369Y704)✕ | 9.9K | QoQ -3.76% (-386)YoY +7.14% (+657) | All Managers (Combined) | $1.3M |