Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2012 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
OMEGA FLEX INC COM USD0.01 | 23 | Q2 2024 | 17.7% |
APPLE INC COM | 23 | Q2 2024 | 8.0% |
VANGUARD SPECIALIZED FUNDS | 23 | Q2 2024 | 9.6% |
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | 23 | Q2 2024 | 7.4% |
JPMORGAN CHASE & CO COM | 23 | Q2 2024 | 6.3% |
MICROSOFT CORP COM | 23 | Q2 2024 | 3.7% |
AMAZON COM INC COM | 23 | Q2 2024 | 3.9% |
AMGEN INC COM | 23 | Q2 2024 | 4.5% |
JOHNSON & JOHNSON COM | 23 | Q2 2024 | 2.7% |
PFIZER INC COM | 23 | Q2 2024 | 2.7% |
View Principle Wealth Partners LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-19 |
13F-HR | 2024-08-13 |
13F-HR/A | 2024-04-23 |
13F-HR | 2024-04-23 |
13F-HR | 2024-02-05 |
13F-HR | 2023-11-01 |
13F-HR | 2023-07-31 |
13F-HR | 2023-05-10 |
13F-HR | 2023-02-02 |
13F-HR | 2022-11-14 |
View Principle Wealth Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.