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 9 of 17
92189F643
Shares:10.5K
Value:$923.5K
032108409
Shares:22.6K
Value:$923.0K
46431W838
Shares:18.0K
Value:$906.8K
81369Y506
Shares:9.2K
Value:$864.1K
46138E644
Shares:18.8K
Value:$860.3K
060505682
Shares:622
Value:$767.9K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Zoetis Inc.(ZTScusip98978V103) | 5.9K | QoQ -1.65% (-100)YoY -1.94% (-118) | All Managers (Combined) | $978.0K | |
ADOBE INC.(ADBEcusip00724F101) | 2.5K | All Managers (Combined) | $956.1K | ||
(cusip92189F643)✕ | 10.5K | All Managers (Combined) | $923.5K | ||
(cusip032108409)✕ | 22.6K | QoQ +0.21% (+49) | All Managers (Combined) | $923.0K | |
9.9K | QoQ +8.86% (-810)YoY +8.86% (-810) | All Managers (Combined) | $913.8K | ||
(cusip46431W838)✕ | 18.0K | QoQ 0.00% (+0) | All Managers (Combined) | $906.8K | |
15.1K | QoQ 0.00% (-0)YoY +1.26% (-188) | All Managers (Combined) | $880.7K | ||
(cusip81369Y506)✕ | 9.2K | QoQ -1.18% (-111)YoY -2.59% (-246) | All Managers (Combined) | $864.1K | |
(cusip46138E644)✕ | 18.8K | QoQ NEW(+18.8K) YoY NEW(+18.8K) | All Managers (Combined) | $860.3K | QoQ NEW(+$860.3K) YoY NEW(+$860.3K) |
14.0K | All Managers (Combined) | $853.5K | |||
1.5K | QoQ 0.00% (-0)YoY +8.87% (+122) | All Managers (Combined) | $840.6K | ||
14.0K | QoQ +4.11% (+553)YoY +5.80% (+768) | All Managers (Combined) | $839.7K | ||
29.5K | All Managers (Combined) | $835.1K | |||
INTUIT INC.(INTUcusip461202103) | 1.3K | QoQ 0.00% (-0)YoY +9.93% (+120) | All Managers (Combined) | $815.9K | |
STRYKER CORP(SYKcusip863667101) | 2.2K | QoQ 0.00% (+0)YoY -8.44% (-202) | All Managers (Combined) | $815.2K | |
10.3K | QoQ 0.00% (+0) | All Managers (Combined) | $803.2K | ||
22.7K | All Managers (Combined) | $793.4K | |||
4.5K | All Managers (Combined) | $778.3K | |||
(cusip060505682)✕ | 622 | QoQ +1.46% (+9) | All Managers (Combined) | $767.9K | |
2.6K | QoQ 0.00% (+0)YoY -0.03% (-1) | All Managers (Combined) | $762.1K |