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 9 of 17

Sort by:

Zoetis Inc.

ZTS|98978V103

Shares:5.9K

Value:$978.0K

% of Portfolio:0.1% ($978.0K/$1.4B)

ADOBE INC.

ADBE|00724F101

Shares:2.5K

Value:$956.1K

% of Portfolio:0.1% ($956.1K/$1.4B)

92189F643

Shares:10.5K

Value:$923.5K

% of Portfolio:0.1% ($923.5K/$1.4B)

032108409

Shares:22.6K

Value:$923.0K

% of Portfolio:0.1% ($923.0K/$1.4B)

PRICE T ROWE GROUP INC

TROW|74144T108

Shares:9.9K

Value:$913.8K

% of Portfolio:0.1% ($913.8K/$1.4B)

46431W838

Shares:18.0K

Value:$906.8K

% of Portfolio:0.1% ($906.8K/$1.4B)

464287507

IJH|464287507

Shares:15.1K

Value:$880.7K

% of Portfolio:0.1% ($880.7K/$1.4B)

81369Y506

Shares:9.2K

Value:$864.1K

% of Portfolio:0.1% ($864.1K/$1.4B)

46138E644

Shares:18.8K

Value:$860.3K

% of Portfolio:0.1% ($860.3K/$1.4B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:14.0K

Value:$853.5K

% of Portfolio:0.1% ($853.5K/$1.4B)

464287200

IVV|464287200

Shares:1.5K

Value:$840.6K

% of Portfolio:0.1% ($840.6K/$1.4B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:14.0K

Value:$839.7K

% of Portfolio:0.1% ($839.7K/$1.4B)

AT&T INC.

T|00206R102

Shares:29.5K

Value:$835.1K

% of Portfolio:0.1% ($835.1K/$1.4B)

INTUIT INC.

INTU|461202103

Shares:1.3K

Value:$815.9K

% of Portfolio:0.1% ($815.9K/$1.4B)

STRYKER CORP

SYK|863667101

Shares:2.2K

Value:$815.2K

% of Portfolio:0.1% ($815.2K/$1.4B)

Wheaton Precious Metals Corp.

WPM|962879102

Shares:10.3K

Value:$803.2K

% of Portfolio:0.1% ($803.2K/$1.4B)

DOW INC.

DOW|260557103

Shares:22.7K

Value:$793.4K

% of Portfolio:0.1% ($793.4K/$1.4B)

46137V357

RSP|46137V357

Shares:4.5K

Value:$778.3K

% of Portfolio:0.1% ($778.3K/$1.4B)

060505682

Shares:622

Value:$767.9K

% of Portfolio:0.1% ($767.9K/$1.4B)

Air Products & Chemicals, Inc.

APD|009158106

Shares:2.6K

Value:$762.1K

% of Portfolio:0.1% ($762.1K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Zoetis Inc.(ZTScusip98978V103)	5.9K	QoQ -1.65% (-100) YoY -1.94% (-118)	All Managers (Combined)	$978.0K	0.1% ($978.0K/$1.4B)	QoQ -0.61% (-$6.1K) YoY -4.59% (-$47.1K)
ADOBE INC.(ADBEcusip00724F101)	2.5K	QoQ -0.99% (-25) YoY -31.39% (-1.1K)	All Managers (Combined)	$956.1K	0.1% ($956.1K/$1.4B)	QoQ -14.60% (-$163.6K) YoY -47.85% (-$877.6K)
(cusip92189F643)✕	10.5K	QoQ -7.97% (-910) YoY -19.20% (-2.5K)	All Managers (Combined)	$923.5K	0.1% ($923.5K/$1.4B)	QoQ -12.66% (-$134.0K) YoY -20.91% (-$244.2K)
(cusip032108409)✕	22.6K	QoQ +0.21% (+49) YoY +6.95% (+1.5K)	All Managers (Combined)	$923.0K	0.1% ($923.0K/$1.4B)	QoQ +0.93% (+$8.6K) YoY +12.15% (+$100.1K)
PRICE T ROWE GROUP INC(TROWcusip74144T108)	9.9K	QoQ +8.86% (-810) YoY +8.86% (-810)	All Managers (Combined)	$913.8K	0.1% ($913.8K/$1.4B)	QoQ -11.56% (-$119.5K) YoY -17.96% (-$200.2K)
(cusip46431W838)✕	18.0K	QoQ 0.00% (+0) YoY -25.00% (-6.0K)	All Managers (Combined)	$906.8K	0.1% ($906.8K/$1.4B)	QoQ +0.58% (+$5.2K) YoY -24.82% (-$299.4K)
(IJHcusip464287507)	15.1K	QoQ 0.00% (-0) YoY +1.26% (-188)	All Managers (Combined)	$880.7K	0.1% ($880.7K/$1.4B)	QoQ -6.35% (-$59.8K) YoY -2.72% (-$24.7K)
(cusip81369Y506)✕	9.2K	QoQ -1.18% (-111) YoY -2.59% (-246)	All Managers (Combined)	$864.1K	0.1% ($864.1K/$1.4B)	QoQ +7.79% (-$62.5K) YoY -3.58% (-$32.1K)
(cusip46138E644)✕	18.8K	QoQ NEW(+18.8K) YoY NEW(+18.8K)	All Managers (Combined)	$860.3K	0.1% ($860.3K/$1.4B)	QoQ NEW(+$860.3K) YoY NEW(+$860.3K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	14.0K	QoQ -4.11% (-601) YoY +51.97% (+4.8K)	All Managers (Combined)	$853.5K	0.1% ($853.5K/$1.4B)	QoQ +3.39% (-$28.1K) YoY +70.91% (+$354.1K)
(IVVcusip464287200)	1.5K	QoQ 0.00% (-0) YoY +8.87% (+122)	All Managers (Combined)	$840.6K	0.1% ($840.6K/$1.4B)	QoQ -4.54% (-$40.1K) YoY +16.36% (+$118.2K)
ALTRIA GROUP, INC.(MOcusip02209S103)	14.0K	QoQ +4.11% (+553) YoY +5.80% (+768)	All Managers (Combined)	$839.7K	0.1% ($839.7K/$1.4B)	QoQ +19.50% (+$137.1K) YoY +45.59% (+$263.0K)
AT&T INC.(Tcusip00206R102)	29.5K	QoQ -0.37% (-111) YoY -10.75% (-3.6K)	All Managers (Combined)	$835.1K	0.1% ($835.1K/$1.4B)	QoQ +23.73% (-$160.2K) YoY +43.40% (-$252.8K)
INTUIT INC.(INTUcusip461202103)	1.3K	QoQ 0.00% (-0) YoY +9.93% (+120)	All Managers (Combined)	$815.9K	0.1% ($815.9K/$1.4B)	QoQ -2.29% (-$19.2K) YoY +3.89% (+$30.6K)
STRYKER CORP(SYKcusip863667101)	2.2K	QoQ 0.00% (+0) YoY -8.44% (-202)	All Managers (Combined)	$815.2K	0.1% ($815.2K/$1.4B)	QoQ +3.38% (+$26.7K) YoY -4.76% (-$40.8K)
Wheaton Precious Metals Corp.(WPMcusip962879102)	10.3K	QoQ 0.00% (+0) YoY -32.58% (-5.0K)	All Managers (Combined)	$803.2K	0.1% ($803.2K/$1.4B)	QoQ +38.03% (+$221.3K) YoY +11.04% (-$79.9K)
DOW INC.(DOWcusip260557103)	22.7K	QoQ -58.20% (-31.6K) YoY -73.65% (-63.5K)	All Managers (Combined)	$793.4K	0.1% ($793.4K/$1.4B)	QoQ -63.63% (-$1.4M) YoY -84.12% (-$4.2M)
(RSPcusip46137V357)	4.5K	QoQ +0.62% (-28) YoY +75.81% (+1.9K)	All Managers (Combined)	$778.3K	0.1% ($778.3K/$1.4B)	QoQ -0.51% (-$4.0K) YoY +79.82% (+$345.5K)
(cusip060505682)✕	622	QoQ +1.46% (+9) YoY +41.04% (+181)	All Managers (Combined)	$767.9K	0.1% ($767.9K/$1.4B)	QoQ +2.74% (+$20.5K) YoY +45.86% (+$241.5K)
Air Products & Chemicals, Inc.(APDcusip009158106)	2.6K	QoQ 0.00% (+0) YoY -0.03% (-1)	All Managers (Combined)	$762.1K	0.1% ($762.1K/$1.4B)	QoQ +1.68% (+$12.6K) YoY +21.73% (-$136.0K)