Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 201 | BKH | BLACK HILLS CORP | Utilities | 2,050 | $126K | 0.00% | SOLD |
| 202 | DFEM | DIMENSIONAL ETF TRUST | — | 3,929 | $126K | 0.00% | SOLD |
| 203 | WIX | WIX COM LTD | Technology | 702 | $125K | 0.00% | SOLD |
| 204 | — | FTAI AVIATION LTD | — | 746 | $124K | 0.00% | SOLD |
| 205 | BLV | VANGUARD BD INDEX FDS | — | 1,752 | $124K | 0.00% | SOLD |
| 206 | DNOV | FIRST TR EXCHNG TRADED FD VI | — | 2,650 | $124K | 0.00% | SOLD |
| 207 | VGK | VANGUARD INTL EQUITY INDEX F | — | 1,547 | $123K | 0.00% | SOLD |
| 208 | BIT | BLACKROCK MULTI SECTOR INC T | Financial Services | 9,215 | $123K | 0.00% | SOLD |
| 209 | UNF | UNIFIRST CORP MASS | Industrials | 737 | $123K | 0.00% | SOLD |
| 210 | ELS | EQUITY LIFESTYLE PPTYS INC | Real Estate | 2,029 | $123K | 0.00% | SOLD |
| 211 | KHC | KRAFT HEINZ CO | Consumer Defensive | 4,720 | $123K | 0.00% | SOLD |
| 212 | PRFZ | INVESCO EXCHANGE TRADED FD T | — | 2,706 | $123K | 0.00% | SOLD |
| 213 | ABR | ARBOR REALTY TRUST INC | Real Estate | 10,056 | $123K | 0.00% | SOLD |
| 214 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 3,281 | $123K | 0.00% | SOLD |
| 215 | MSM | MSC INDL DIRECT INC | Industrials | 1,327 | $122K | 0.00% | SOLD |
| 216 | — | CUSHMAN WAKEFIELD PLC | — | 7,659 | $122K | 0.00% | SOLD |
| 217 | CPNS | CALAMOS ETF TR | — | 4,517 | $122K | 0.00% | SOLD |
| 218 | CPST | CALAMOS ETF TR | — | 4,553 | $122K | 0.00% | SOLD |
| 219 | U | UNITY SOFTWARE INC | Technology | 3,035 | $122K | 0.00% | SOLD |
| 220 | NXT | NEXTRACKER INC | Technology | 1,642 | $121K | 0.00% | SOLD |
Sector Allocation
Technology
28.5%
Financial Services
20.5%
Consumer Cyclical
10.7%
Communication Services
10.0%
Healthcare
9.5%
Industrials
8.6%
Consumer Defensive
4.5%
Energy
2.8%
Utilities
2.0%
Real Estate
1.5%