Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 501 | BRKR | BRUKER CORP | Healthcare | 2,059 | $67K | 0.00% | SOLD |
| 502 | IHG | INTERCONTINENTAL HOTELS GROU | Consumer Cyclical | 547 | $66K | 0.00% | SOLD |
| 503 | CGIE | CAPITAL GROUP INTERNATIONAL | — | 1,965 | $66K | 0.00% | SOLD |
| 504 | AN | AUTONATION INC | Consumer Cyclical | 302 | $66K | 0.00% | SOLD |
| 505 | UDIV | FRANKLIN TEMPLETON ETF TR | — | 1,260 | $66K | 0.00% | SOLD |
| 506 | — | FIRST TR EXCHANGE TRADED FD | — | 3,192 | $66K | 0.00% | SOLD |
| 507 | IJAN | INNOVATOR ETFS TRUST | — | 1,867 | $66K | 0.00% | SOLD |
| 508 | SPXX | NUVEEN S&P 500 DYNAMIC OVERW | Financial Services | 3,755 | $66K | 0.00% | SOLD |
| 509 | UFPI | UFP INDUSTRIES INC | Basic Materials | 699 | $65K | 0.00% | SOLD |
| 510 | — | RYANAIR HOLDINGS PLC | — | 1,081 | $65K | 0.00% | SOLD |
| 511 | JLL | JONES LANG LASALLE INC | Real Estate | 217 | $65K | 0.00% | SOLD |
| 512 | CVLC | MORGAN STANLEY ETF TRUST | — | 790 | $65K | 0.00% | SOLD |
| 513 | TPHD | TIMOTHY PLAN | — | 1,643 | $65K | 0.00% | SOLD |
| 514 | JAVA | J P MORGAN EXCHANGE TRADED F | — | 937 | $65K | 0.00% | SOLD |
| 515 | BSJS | INVESCO EXCH TRD SLF IDX FD | — | 2,926 | $65K | 0.00% | SOLD |
| 516 | CDEI | MORGAN STANLEY ETF TRUST | — | 815 | $65K | 0.00% | SOLD |
| 517 | PAAA | PGIM ETF TR | — | 1,253 | $65K | 0.00% | SOLD |
| 518 | RRX | REGAL REXNORD CORPORATION | Industrials | 449 | $64K | 0.00% | SOLD |
| 519 | UFO | PROCURE ETF TRUST II | — | 1,805 | $64K | 0.00% | SOLD |
| 520 | MINO | PIMCO ETF TR | — | 1,419 | $64K | 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%