0001743413-20-000002.txt : 20200513
0001743413-20-000002.hdr.sgml : 20200513
20200512200221
ACCESSION NUMBER: 0001743413-20-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200513
DATE AS OF CHANGE: 20200512
EFFECTIVENESS DATE: 20200513
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Principle Wealth Partners LLC
CENTRAL INDEX KEY: 0001743413
IRS NUMBER: 822283737
STATE OF INCORPORATION: CT
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19590
FILM NUMBER: 20870723
BUSINESS ADDRESS:
STREET 1: 99 DURHAM ROAD
CITY: MADISON
STATE: CT
ZIP: 06443
BUSINESS PHONE: 2033188892
MAIL ADDRESS:
STREET 1: 99 DURHAM ROAD
CITY: MADISON
STATE: CT
ZIP: 06443
13F-HR
1
primary_doc.xml
13F-HR
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0001743413
XXXXXXXX
03-31-2020
03-31-2020
Principle Wealth Partners LLC
99 DURHAM ROAD
MADISON
CT
06443
13F HOLDINGS REPORT
028-19590
N
Michael Castiello
CHIEF COMPLIANCE OFFICER
(203) 318-8892
Michael Castiello
MADISON
CT
05-12-2020
1
137
266492
false
1
Gilman Hill
INFORMATION TABLE
2
13F-PWPQ12020.xml
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2837
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ABBOTT LABS COM
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5098
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SOLE
0
0
5098
ADOBE INC COM
Stock
00724F101
276
867
SH
SOLE
0
0
867
ALLSTATE CORP COM
Stock
020002101
2300
25073
SH
SOLE
0
0
25073
ALPHABET INC CAP STK CL A
Stock
02079K305
3041
2617
SH
SOLE
0
0
2617
ALPHABET INC CAP STK CL C
Stock
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3192
2745
SH
SOLE
0
0
2745
ALTRIA GROUP INC COM
Stock
02209S103
511
13207
SH
SOLE
0
0
13207
AMAZON COM INC COM
Stock
023135106
8733
4479
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SOLE
0
0
4479
AMERICAN ELEC PWR CO INC COM
Stock
025537101
243
3044
SH
SOLE
0
0
3044
AMERICAN TOWER CORP NEW COM
REIT
03027X100
591
2716
SH
SOLE
0
0
2716
AMGEN INC COM
Stock
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11733
57877
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SOLE
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57877
APPLE INC COM
Stock
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15643
61516
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SOLE
0
0
61516
ARK INNOVATION ETF
ETF
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1007
22896
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AT&T INC COM
Stock
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10273
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AVANGRID INC COM
Stock
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9340
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Stock
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Stock
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BK OF AMERICA CORP 7.25 CNV PFD L
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Stock
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Stock
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Stock
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BOEING CO COM
Stock
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Stock
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Stock
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Stock
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Stock
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CME GROUP INC COM
Stock
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11764
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COMCAST CORP NEW CL A
Stock
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Stock
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45475
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Stock
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Stock
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Stock
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1817
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SOLE
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1817
CVS HEALTH CORP COM
Stock
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1302
21947
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SOLE
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21947
DANAHER CORPORATION COM
Stock
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383
2770
SH
SOLE
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2770
DISNEY WALT CO COM DISNEY
Stock
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12765
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Stock
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Stock
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11218
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CEF
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112
12000
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CEF
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Stock
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3688
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EXXON MOBIL CORP COM
Stock
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Stock
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ETF
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Stock
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27
18065
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DFND
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18065
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GENERAL DYNAMICS CORP COM
Stock
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Stock
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Stock
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Stock
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Stock
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Stock
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INTUIT COM
Stock
461202103
207
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ETF
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ETF
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ETF
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ETF
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Stock
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Stock
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Stock
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Stock
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