Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 441 | ESML | ISHARES TR | — | 1,663 | $75K | 0.00% | SOLD |
| 442 | TRU | TRANSUNION | Industrials | 892 | $75K | 0.00% | SOLD |
| 443 | — | ISHARES TR | — | 2,786 | $75K | 0.00% | SOLD |
| 444 | DKL | DELEK LOGISTICS PARTNERS LP | Energy | 1,635 | $74K | 0.00% | SOLD |
| 445 | — | FIRST TR EXCH TRADED FD III | — | 1,061 | $74K | 0.00% | SOLD |
| 446 | WYNN | WYNN RESORTS LTD | Consumer Cyclical | 578 | $74K | 0.00% | SOLD |
| 447 | ALAB | ASTERA LABS INC | Technology | 377 | $74K | 0.00% | SOLD |
| 448 | RRC | RANGE RES CORP | Energy | 1,960 | $74K | 0.00% | SOLD |
| 449 | SBRA | SABRA HEALTH CARE REIT INC | Real Estate | 3,949 | $74K | 0.00% | SOLD |
| 450 | SIRI | SIRIUSXM HOLDINGS INC | Communication Services | 3,160 | $74K | 0.00% | SOLD |
| 451 | ARCC | ARES CAPITAL CORP | Financial Services | 3,601 | $73K | 0.00% | SOLD |
| 452 | WWD | WOODWARD INC | Industrials | 290 | $73K | 0.00% | SOLD |
| 453 | ETG | EATON VANCE TX ADV GLBL DIV | Financial Services | 3,455 | $73K | 0.00% | SOLD |
| 454 | WSBC | WESBANCO INC | Financial Services | 2,279 | $73K | 0.00% | SOLD |
| 455 | NEAR | ISHARES U S ETF TR | — | 1,414 | $73K | 0.00% | SOLD |
| 456 | FGDL | FRANKLIN TEMPLETON HOLDINGS | Financial Services | 1,400 | $72K | 0.00% | SOLD |
| 457 | NOV | NOV INC | Energy | 5,450 | $72K | 0.00% | SOLD |
| 458 | IBD | NORTHERN LTS FD TR IV | — | 2,990 | $72K | 0.00% | SOLD |
| 459 | EVX | VANECK ETF TRUST | — | 1,850 | $72K | 0.00% | SOLD |
| 460 | IAT | ISHARES TR | — | 1,369 | $72K | 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%