Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 321 | FDLS | NORTHERN LTS FD TR IV | — | 2,727 | $95K | 0.00% | SOLD |
| 322 | GRPM | INVESCO EXCHANGE TRADED FD T | — | 789 | $95K | 0.00% | SOLD |
| 323 | JHMM | JOHN HANCOCK EXCHANGE TRADED | — | 1,468 | $95K | 0.00% | SOLD |
| 324 | FSLR | FIRST SOLAR INC | Energy | 430 | $95K | 0.00% | SOLD |
| 325 | SJM | SMUCKER J M CO | Consumer Defensive | 872 | $95K | 0.00% | SOLD |
| 326 | WING | WINGSTOP INC | Consumer Cyclical | 376 | $95K | 0.00% | SOLD |
| 327 | QUS | SPDR SERIES TRUST | — | 550 | $94K | 0.00% | SOLD |
| 328 | RGTI | RIGETTI COMPUTING INC | Technology | 3,143 | $94K | 0.00% | SOLD |
| 329 | SNX | TD SYNNEX CORPORATION | Technology | 570 | $93K | 0.00% | SOLD |
| 330 | USO | UNITED STS OIL FD LP | Financial Services | 1,258 | $93K | 0.00% | SOLD |
| 331 | DMXF | ISHARES TR | — | 1,224 | $93K | 0.00% | SOLD |
| 332 | ACM | AECOM | Industrials | 710 | $93K | 0.00% | SOLD |
| 333 | BJAN | INNOVATOR ETFS TRUST | — | 1,747 | $93K | 0.00% | SOLD |
| 334 | TXT | TEXTRON INC | Industrials | 1,093 | $92K | 0.00% | SOLD |
| 335 | FDS | FACTSET RESH SYS INC | Financial Services | 322 | $92K | 0.00% | SOLD |
| 336 | OSK | OSHKOSH CORP | Industrials | 707 | $92K | 0.00% | SOLD |
| 337 | GAPR | FIRST TR EXCHNG TRADED FD VI | — | 2,335 | $92K | 0.00% | SOLD |
| 338 | BDYN | BLACKROCK ETF TRUST | — | 3,600 | $91K | 0.00% | SOLD |
| 339 | EPRT | ESSENTIAL PPTYS RLTY TR INC | Real Estate | 3,054 | $91K | 0.00% | SOLD |
| 340 | DGII | DIGI INTL INC | Technology | 2,479 | $90K | 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%