Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 261 | AKAM | AKAMAI TECHNOLOGIES INC | Technology | 1,466 | $111K | 0.00% | SOLD |
| 262 | PNFP | PINNACLE FINL PARTNERS INC | Financial Services | 1,183 | $111K | 0.00% | SOLD |
| 263 | CG | CARLYLE GROUP INC | Financial Services | 1,758 | $110K | 0.00% | SOLD |
| 264 | GGG | GRACO INC | Industrials | 1,297 | $110K | 0.00% | SOLD |
| 265 | ALK | ALASKA AIR GROUP INC | Industrials | 2,204 | $110K | 0.00% | SOLD |
| 266 | SCHQ | SCHWAB STRATEGIC TR | — | 3,395 | $110K | 0.00% | SOLD |
| 267 | VIOO | VANGUARD ADMIRAL FDS INC | — | 992 | $110K | 0.00% | SOLD |
| 268 | — | ADVISORS INNER CIRCLE FD II | — | 4,259 | $109K | 0.00% | SOLD |
| 269 | MPLX | MPLX LP | Energy | 2,179 | $109K | 0.00% | SOLD |
| 270 | GMAY | FIRST TR EXCHNG TRADED FD VI | — | 2,685 | $109K | 0.00% | SOLD |
| 271 | TCOM | TRIP COM GROUP LTD | Consumer Cyclical | 1,444 | $109K | 0.00% | SOLD |
| 272 | IETC | ISHARES U S ETF TR | — | 1,061 | $108K | 0.00% | SOLD |
| 273 | SNDR | SCHNEIDER NATIONAL INC | Industrials | 5,083 | $108K | 0.00% | SOLD |
| 274 | ARKQ | ARK ETF TR | — | 963 | $107K | 0.00% | SOLD |
| 275 | YMAG | TIDAL TRUST II | — | 6,837 | $107K | 0.00% | SOLD |
| 276 | ILCV | ISHARES TR | — | 1,192 | $107K | 0.00% | SOLD |
| 277 | BKEM | BNY MELLON ETF TRUST | — | 1,457 | $107K | 0.00% | SOLD |
| 278 | AGCO | AGCO CORP | Industrials | 997 | $107K | 0.00% | SOLD |
| 279 | BAH | BOOZ ALLEN HAMILTON HLDG COR | Industrials | 1,065 | $106K | 0.00% | SOLD |
| 280 | BSY | BENTLEY SYS INC | Technology | 2,066 | $106K | 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%