Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 461 | ACHR | ARCHER AVIATION INC | Industrials | 7,503 | $72K | 0.00% | SOLD |
| 462 | PAYC | PAYCOM SOFTWARE INC | Technology | 345 | $72K | 0.00% | SOLD |
| 463 | IEV | ISHARES TR | — | 1,095 | $72K | 0.00% | SOLD |
| 464 | — | SANDSTORM GOLD LTD | — | 5,711 | $72K | 0.00% | SOLD |
| 465 | TFI | SPDR SERIES TRUST | — | 1,569 | $71K | 0.00% | SOLD |
| 466 | BSMW | INVESCO EXCH TRD SLF IDX FD | — | 2,847 | $71K | 0.00% | SOLD |
| 467 | ILTB | ISHARES TR | — | 1,408 | $71K | 0.00% | SOLD |
| 468 | — | ADVISORS INNER CIRCLE FD II | — | 2,320 | $71K | 0.00% | SOLD |
| 469 | HUMN | ROUNDHILL ETF TRUST | — | 2,353 | $71K | 0.00% | SOLD |
| 470 | KOID | KRANESHARES TRUST | — | 2,197 | $70K | 0.00% | SOLD |
| 471 | FAAR | FIRST TR EXCHANGE TRAD FD VI | — | 2,300 | $70K | 0.00% | SOLD |
| 472 | AVIV | AMERICAN CENTY ETF TR | — | 1,035 | $70K | 0.00% | SOLD |
| 473 | CCK | CROWN HLDGS INC | Consumer Cyclical | 721 | $70K | 0.00% | SOLD |
| 474 | BSMS | INVESCO EXCH TRD SLF IDX FD | — | 2,973 | $70K | 0.00% | SOLD |
| 475 | — | QIAGEN NV | — | 1,554 | $69K | 0.00% | SOLD |
| 476 | BSMR | INVESCO EXCH TRD SLF IDX FD | — | 2,929 | $69K | 0.00% | SOLD |
| 477 | TBUX | T ROWE PRICE ETF INC | — | 1,390 | $69K | 0.00% | SOLD |
| 478 | — | BIRKENSTOCK HOLDING PLC | — | 1,530 | $69K | 0.00% | SOLD |
| 479 | BSMQ | INVESCO EXCH TRD SLF IDX FD | — | 2,926 | $69K | 0.00% | SOLD |
| 480 | YOU | CLEAR SECURE INC | Technology | 2,069 | $69K | 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%