Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 481 | JGLO | J P MORGAN EXCHANGE TRADED F | — | 1,015 | $69K | 0.00% | SOLD |
| 482 | — | INVESCO EXCH TRD SLF IDX FD | — | 2,801 | $69K | 0.00% | SOLD |
| 483 | RSPU | INVESCO EXCHANGE TRADED FD T | — | 896 | $69K | 0.00% | SOLD |
| 484 | ARKF | ARK ETF TR | — | 1,206 | $69K | 0.00% | SOLD |
| 485 | CELH | CELSIUS HLDGS INC | Consumer Defensive | 1,191 | $68K | 0.00% | SOLD |
| 486 | HRL | HORMEL FOODS CORP | Consumer Defensive | 2,760 | $68K | 0.00% | SOLD |
| 487 | MRNA | MODERNA INC | Healthcare | 2,643 | $68K | 0.00% | SOLD |
| 488 | DBMF | LITMAN GREGORY FDS TR | — | 2,495 | $68K | 0.00% | SOLD |
| 489 | SMG | SCOTTS MIRACLE-GRO CO | Basic Materials | 1,195 | $68K | 0.00% | SOLD |
| 490 | LIT | GLOBAL X FDS | — | 1,197 | $68K | 0.00% | SOLD |
| 491 | VNLA | JANUS DETROIT STR TR | — | 1,378 | $68K | 0.00% | SOLD |
| 492 | TNL | TRAVEL PLUS LEISURE CO | Consumer Cyclical | 1,138 | $68K | 0.00% | SOLD |
| 493 | — | FIRST TR EXCHNG TRADED FD VI | — | 2,100 | $68K | 0.00% | SOLD |
| 494 | PID | INVESCO EXCHANGE TRADED FD T | — | 3,174 | $68K | 0.00% | SOLD |
| 495 | SUI | SUN CMNTYS INC | Real Estate | 523 | $67K | 0.00% | SOLD |
| 496 | BSMV | INVESCO EXCH TRD SLF IDX FD | — | 3,209 | $67K | 0.00% | SOLD |
| 497 | FPFD | FIDELITY COVINGTON TRUST | — | 3,046 | $67K | 0.00% | SOLD |
| 498 | BSMT | INVESCO EXCH TRD SLF IDX FD | — | 2,909 | $67K | 0.00% | SOLD |
| 499 | BSMU | INVESCO EXCH TRD SLF IDX FD | — | 3,065 | $67K | 0.00% | SOLD |
| 500 | AVES | AMERICAN CENTY ETF TR | — | 1,171 | $67K | 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%