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
Manager:
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Page 7 of 17
GENERAL ELECTRIC CO
Shares:9.5K
Value:$1.9M
INTUITIVE SURGICAL INC
Shares:3.7K
Value:$1.8M
Palantir Technologies Inc.
Shares:21.7K
Value:$1.8M
Eaton Corp plc
Shares:6.7K
Value:$1.8M
Parker-Hannifin Corp
Shares:2.9K
Value:$1.8M
81369Y803
Shares:8.5K
Value:$1.8M
464287721
Shares:11.9K
Value:$1.7M
ServiceNow, Inc.
Shares:2.1K
Value:$1.7M
THERMO FISHER SCIENTIFIC INC.
Shares:3.2K
Value:$1.6M
CARRIER GLOBAL Corp
Shares:25.4K
Value:$1.6M
Walmart Inc.
Shares:18.1K
Value:$1.6M
US BANCORP \DE\
Shares:36.9K
Value:$1.6M
CVS HEALTH Corp
Shares:21.8K
Value:$1.5M
UNION PACIFIC CORP
Shares:6.2K
Value:$1.5M
MARKEL GROUP INC.
Shares:737
Value:$1.4M
MORGAN STANLEY
Shares:11.6K
Value:$1.4M
Bank of New York Mellon Corp
Shares:15.9K
Value:$1.3M
AFLAC INC
Shares:11.7K
Value:$1.3M
Vistra Corp.
Shares:11.1K
Value:$1.3M
81369Y704
Shares:9.9K
Value:$1.3M