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:
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Page 8 of 17
97717W505
Shares:24.8K
Value:$1.2M
46138E354
Shares:14.8K
Value:$1.1M
464285204
Shares:17.2K
Value:$1.0M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
30.6K | QoQ 0.00% (+0)YoY -1.13% (-350) | All Managers (Combined) | $1.2M | ||
(cusip97717W505)✕ | 24.8K | QoQ 0.00% (-0) | All Managers (Combined) | $1.2M | |
4.8K | All Managers (Combined) | $1.2M | |||
11.2K | QoQ -0.44% (-50)YoY -3.53% (-412) | All Managers (Combined) | $1.2M | ||
15.6K | All Managers (Combined) | $1.1M | |||
9.6K | QoQ +3.49% (+323)YoY +1.95% (+183) | All Managers (Combined) | $1.1M | ||
854 | QoQ +4.91% (+40)YoY +8.23% (+65) | All Managers (Combined) | $1.1M | ||
(cusip46138E354)✕ | 14.8K | QoQ 0.00% (+0)YoY -5.02% (-785) | All Managers (Combined) | $1.1M | |
5.4K | QoQ 0.00% (-0) | All Managers (Combined) | $1.1M | ||
EVERSOURCE ENERGY(EScusip30040W108) | 17.7K | QoQ +0.02% (+4)YoY -4.07% (-753) | All Managers (Combined) | $1.1M | |
2.5K | QoQ -3.13% (-80)YoY +0.93% (-23) | All Managers (Combined) | $1.1M | ||
STARBUCKS CORP(SBUXcusip855244109) | 10.9K | QoQ 0.00% (+0) | All Managers (Combined) | $1.1M | |
14.7K | All Managers (Combined) | $1.1M | |||
7.9K | QoQ -3.28% (-270)YoY 0.00% (+0) | All Managers (Combined) | $1.1M | ||
3.5K | All Managers (Combined) | $1.1M | |||
FISERV INC(FIcusip337738108) | 4.8K | QoQ 0.00% (+0)YoY -3.64% (-180) | All Managers (Combined) | $1.1M | |
8.9K | All Managers (Combined) | $1.0M | |||
2.0K | QoQ +5.52% (+105)YoY -4.06% (-85) | All Managers (Combined) | $1.0M | ||
(cusip464285204)✕ | 17.2K | All Managers (Combined) | $1.0M | ||
6.1K | QoQ +0.29% (-18)YoY +2.07% (+123) | All Managers (Combined) | $1.0M |