Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 221 | WY | WEYERHAEUSER CO MTN BE | Real Estate | 4,884 | $121K | 0.00% | SOLD |
| 222 | FNDC | SCHWAB STRATEGIC TR | — | 2,720 | $121K | 0.00% | SOLD |
| 223 | IBHH | ISHARES TR | — | 5,074 | $121K | 0.00% | SOLD |
| 224 | FTSD | FRANKLIN ETF TR | — | 1,328 | $121K | 0.00% | SOLD |
| 225 | BMAR | INNOVATOR ETFS TRUST | — | 2,341 | $121K | 0.00% | SOLD |
| 226 | SNN | SMITH &NEPHEW PLC | Healthcare | 3,320 | $120K | 0.00% | SOLD |
| 227 | CROX | CROCS INC | Consumer Cyclical | 1,441 | $120K | 0.00% | SOLD |
| 228 | BUD | ANHEUSER BUSCH INBEV SA/NV | Consumer Defensive | 2,016 | $120K | 0.00% | SOLD |
| 229 | WWJD | NORTHERN LTS FD TR IV | — | 3,406 | $120K | 0.00% | SOLD |
| 230 | SPHD | INVESCO EXCH TRADED FD TR II | — | 2,428 | $120K | 0.00% | SOLD |
| 231 | ALC | ALCON AG | Healthcare | 1,602 | $119K | 0.00% | SOLD |
| 232 | FAPR | FIRST TR EXCHNG TRADED FD VI | — | 2,721 | $118K | 0.00% | SOLD |
| 233 | NDSN | NORDSON CORP | Industrials | 519 | $118K | 0.00% | SOLD |
| 234 | MTB | M &T BK CORP | Financial Services | 591 | $117K | 0.00% | SOLD |
| 235 | MSTY | TIDAL TRUST II | — | 8,362 | $117K | 0.00% | SOLD |
| 236 | BXP | BXP INC | Real Estate | 1,569 | $117K | 0.00% | SOLD |
| 237 | STAG | STAG INDL INC | Real Estate | 3,291 | $116K | 0.00% | SOLD |
| 238 | NTR | NUTRIEN LTD | Basic Materials | 1,974 | $116K | 0.00% | SOLD |
| 239 | ASEA | GLOBAL X FDS | — | 6,772 | $116K | 0.00% | SOLD |
| 240 | AVUS | AMERICAN CENTY ETF TR | — | 1,062 | $115K | 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%