Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 361 | APAM | ARTISAN PARTNERS ASSET MGMT | Financial Services | 1,994 | $87K | 0.00% | SOLD |
| 362 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | Financial Services | 2,265 | $86K | 0.00% | SOLD |
| 363 | ARKX | ARK ETF TR | — | 3,011 | $86K | 0.00% | SOLD |
| 364 | VCYT | VERACYTE INC | Healthcare | 2,498 | $86K | 0.00% | SOLD |
| 365 | TBLL | INVESCO EXCH TRADED FD TR II | — | 811 | $86K | 0.00% | SOLD |
| 366 | HYLS | FIRST TR EXCHANGE-TRADED FD | — | 2,031 | $85K | 0.00% | SOLD |
| 367 | LLYVK | LIBERTY MEDIA CORP DEL | Communication Services | 876 | $85K | 0.00% | SOLD |
| 368 | CBT | CABOT CORP | Basic Materials | 1,115 | $85K | 0.00% | SOLD |
| 369 | JAJL | INNOVATOR ETFS TRUST | — | 2,959 | $85K | 0.00% | SOLD |
| 370 | TEVA | TEVA PHARMACEUTICAL INDS LTD | Healthcare | 4,179 | $84K | 0.00% | SOLD |
| 371 | ARW | ARROW ELECTRS INC | Technology | 694 | $84K | 0.00% | SOLD |
| 372 | FCG | FIRST TR EXCHANGE-TRADED FD | — | 3,566 | $84K | 0.00% | SOLD |
| 373 | GMAB | GENMAB A/S | Healthcare | 2,730 | $84K | 0.00% | SOLD |
| 374 | QCLN | FIRST TR EXCHANGE-TRADED FD | — | 1,994 | $84K | 0.00% | SOLD |
| 375 | HEI | HEICO CORP NEW | Industrials | 259 | $84K | 0.00% | SOLD |
| 376 | BDVL | BLACKROCK ETF TRUST | — | 3,336 | $83K | 0.00% | SOLD |
| 377 | FTRE | FORTREA HLDGS INC | Healthcare | 9,891 | $83K | 0.00% | SOLD |
| 378 | — | FIRST TR EXCH TRADED FD III | — | 3,845 | $83K | 0.00% | SOLD |
| 379 | RGLD | ROYAL GOLD INC | Basic Materials | 414 | $83K | 0.00% | SOLD |
| 380 | COLB | COLUMBIA BKG SYS INC | Financial Services | 3,223 | $83K | 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%