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Name: |
Principle Wealth Partners LLC |
City: |
MADISON |
State: |
CT |
Zip: |
06443 |
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Holdings
Found :
13 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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CGGO |
Capital Group Global Growth... |
195 |
New |
$0.00 |
$637,000 |
22,135 |
0.05% |
637,000 |
22,135 |
0.025 |
N/A |
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VEU |
Vanguard FTSE All-World ETF |
273 |
New |
$57.31 |
$307,000 |
5,226 |
0.02% |
307,000 |
5,226 |
0.001 |
Closed - End Fund - F... |
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O |
Realty Income Corp |
285 |
New |
$54.98 |
$291,000 |
5,375 |
0.02% |
291,000 |
5,375 |
0.001 |
REIT - Retail |
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QUAL |
Ishares Msci Usa Quality Fa... |
294 |
New |
$0.00 |
$275,000 |
1,674 |
0.02% |
275,000 |
1,674 |
0 |
N/A |
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ECL |
Ecolab Inc |
304 |
New |
$234.69 |
$259,000 |
1,123 |
0.02% |
259,000 |
1,123 |
0 |
Cleaning Products |
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BSX |
Boston Scientific Corp |
316 |
New |
$75.36 |
$231,000 |
3,374 |
0.02% |
231,000 |
3,374 |
0 |
Medical Instruments &... |
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IWV |
iShares Tr Russell 3000 Indx |
330 |
New |
$303.00 |
$211,000 |
703 |
0.02% |
211,000 |
703 |
0.001 |
Closed - End Fund - E... |
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KNSL |
Kinsale Capital Group, Inc. |
332 |
New |
$385.36 |
$210,000 |
400 |
0.02% |
210,000 |
400 |
0 |
N/A |
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ICE |
Intercontinental Exchange Inc |
333 |
New |
$136.95 |
$207,000 |
1,508 |
0.02% |
207,000 |
1,508 |
0 |
Business Services |
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ALLY |
Ally Financial Inc |
336 |
New |
$39.44 |
$203,000 |
5,000 |
0.02% |
203,000 |
5,000 |
0 |
Mortgage Investment |
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CEF |
Sprott Physical Gold & Silv... |
335 |
New |
$23.37 |
$203,000 |
10,000 |
0.02% |
203,000 |
10,000 |
0.005 |
N/A |
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DIA |
Diamonds Trust |
338 |
New |
$398.10 |
$201,000 |
505 |
0.02% |
201,000 |
505 |
0.001 |
Closed - End Fund - E... |
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RQI |
Cohen & Steers Quality Inco... |
343 |
New |
$11.58 |
$125,000 |
10,373 |
0.01% |
125,000 |
10,373 |
0.026 |
Closed - End Fund - Debt |
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