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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46137V613
Shares:30.6K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.4B)
97717W505
Shares:24.8K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.4B)
ILLINOIS TOOL WORKS INC
Shares:4.8K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.4B)
Otis Worldwide Corp
Shares:11.2K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.4B)
921946794
Shares:15.6K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.4B)
92204A405
Shares:9.6K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.4B)
Texas Pacific Land Corp
Shares:854
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.4B)
46138E354
Shares:14.8K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.4B)
DANAHER CORP /DE/
Shares:5.4K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.4B)
EVERSOURCE ENERGY
Shares:17.7K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.4B)
Elevance Health, Inc.
Shares:2.5K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.4B)
STARBUCKS CORP
Shares:10.9K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.4B)
WELLS FARGO & COMPANY/MN
Shares:14.7K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.4B)
ABBOTT LABORATORIES
Shares:7.9K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.4B)
Chubb Ltd
Shares:3.5K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.4B)
FISERV INC
Shares:4.8K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.4B)
922042742
Shares:8.9K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.4B)
NORTHROP GRUMMAN CORP /DE/
Shares:2.0K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.4B)
464285204
Shares:17.2K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.4B)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:6.1K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.4B)