Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 401 | UMBF | UMB FINL CORP | Financial Services | 675 | $80K | 0.00% | SOLD |
| 402 | EMN | EASTMAN CHEM CO | Basic Materials | 1,267 | $80K | 0.00% | SOLD |
| 403 | OC | OWENS CORNING NEW | Industrials | 563 | $80K | 0.00% | SOLD |
| 404 | LECO | LINCOLN ELEC HLDGS INC | Industrials | 337 | $79K | 0.00% | SOLD |
| 405 | NWE | NORTHWESTERN ENERGY GROUP IN | Utilities | 1,344 | $79K | 0.00% | SOLD |
| 406 | LYFT | LYFT INC | Technology | 3,569 | $79K | 0.00% | SOLD |
| 407 | NUMG | NUSHARES ETF TR | — | 1,613 | $79K | 0.00% | SOLD |
| 408 | HLNE | HAMILTON LANE INC | Financial Services | 582 | $78K | 0.00% | SOLD |
| 409 | GSEW | GOLDMAN SACHS ETF TR | — | 921 | $78K | 0.00% | SOLD |
| 410 | ISCB | ISHARES TR | — | 1,233 | $78K | 0.00% | SOLD |
| 411 | IYE | ISHARES TR | — | 1,644 | $78K | 0.00% | SOLD |
| 412 | — | INNOVATOR ETFS TRUST | — | 2,881 | $78K | 0.00% | SOLD |
| 413 | EMBJ | EMBRAER S.A. | Industrials | 1,289 | $78K | 0.00% | SOLD |
| 414 | — | INNOVATOR ETFS TRUST | — | 2,956 | $78K | 0.00% | SOLD |
| 415 | SAM | BOSTON BEER INC | Consumer Defensive | 367 | $78K | 0.00% | SOLD |
| 416 | USTB | VICTORY PORTFOLIOS II | — | 1,520 | $77K | 0.00% | SOLD |
| 417 | WEX | WEX INC | Technology | 491 | $77K | 0.00% | SOLD |
| 418 | AVY | AVERY DENNISON CORP | Industrials | 476 | $77K | 0.00% | SOLD |
| 419 | PODD | INSULET CORP | Healthcare | 250 | $77K | 0.00% | SOLD |
| 420 | IOO | ISHARES TR | — | 643 | $77K | 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%