Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 541 | TYG | TORTOISE ENERGY INFRA CORP | Financial Services | 1,432 | $62K | 0.00% | SOLD |
| 542 | FLTR | VANECK ETF TRUST | — | 2,403 | $61K | 0.00% | SOLD |
| 543 | GSBC | GREAT SOUTHN BANCORP INC | Financial Services | 1,000 | $61K | 0.00% | SOLD |
| 544 | RVTY | REVVITY INC | Healthcare | 698 | $61K | 0.00% | SOLD |
| 545 | PHG | KONINKLIJKE PHILIPS N V | Healthcare | 2,237 | $61K | 0.00% | SOLD |
| 546 | PAPI | MORGAN STANLEY ETF TRUST | — | 2,340 | $61K | 0.00% | SOLD |
| 547 | RUM | RUMBLE INC | Technology | 8,398 | $61K | 0.00% | SOLD |
| 548 | GEN | GEN DIGITAL INC | Technology | 2,138 | $61K | 0.00% | SOLD |
| 549 | JFR | NUVEEN FLOATING RATE INCOME | Financial Services | 7,399 | $61K | 0.00% | SOLD |
| 550 | CRUS | CIRRUS LOGIC INC | Technology | 483 | $61K | 0.00% | SOLD |
| 551 | CHRW | C H ROBINSON WORLDWIDE INC | Industrials | 456 | $60K | 0.00% | SOLD |
| 552 | — | KELLANOVA | — | 736 | $60K | 0.00% | SOLD |
| 553 | IBMP | ISHARES TR | — | 2,366 | $60K | 0.00% | SOLD |
| 554 | REXR | REXFORD INDL RLTY INC | Real Estate | 1,463 | $60K | 0.00% | SOLD |
| 555 | — | LENNAR CORP | — | 501 | $60K | 0.00% | SOLD |
| 556 | AKR | ACADIA RLTY TR | Real Estate | 2,980 | $60K | 0.00% | SOLD |
| 557 | KBH | KB HOME | Consumer Cyclical | 942 | $60K | 0.00% | SOLD |
| 558 | FAD | FIRST TR EXCHANGE-TRADED ALP | — | 373 | $60K | 0.00% | SOLD |
| 559 | — | HOLOGIC INC | — | 884 | $60K | 0.00% | SOLD |
| 560 | EEMA | ISHARES INC | — | 650 | $60K | 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%