Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 561 | ELAN | ELANCO ANIMAL HEALTH INC | Healthcare | 2,959 | $60K | 0.00% | SOLD |
| 562 | SGU | STAR GROUP L P | Energy | 5,005 | $59K | 0.00% | SOLD |
| 563 | WPM | WHEATON PRECIOUS METALS CORP | Basic Materials | 528 | $59K | 0.00% | SOLD |
| 564 | TYA | SIMPLIFY EXCHANGE TRADED FUN | — | 4,331 | $59K | 0.00% | SOLD |
| 565 | GLOF | ISHARES TR | — | 1,138 | $59K | 0.00% | SOLD |
| 566 | — | ADVISORS INNER CIRCLE FD II | — | 2,199 | $58K | 0.00% | SOLD |
| 567 | HR | HEALTHCARE RLTY TR | Real Estate | 3,200 | $58K | 0.00% | SOLD |
| 568 | ZWS | ZURN ELKAY WATER SOLNS CORP | Industrials | 1,222 | $57K | 0.00% | SOLD |
| 569 | KNSL | KINSALE CAP GROUP INC | Financial Services | 135 | $57K | 0.00% | SOLD |
| 570 | EYLD | CAMBRIA ETF TR | — | 1,541 | $57K | 0.00% | SOLD |
| 571 | AMH | AMERICAN HOMES 4 RENT | Real Estate | 1,720 | $57K | 0.00% | SOLD |
| 572 | GNTX | GENTEX CORP | Consumer Cyclical | 2,018 | $57K | 0.00% | SOLD |
| 573 | ADC | AGREE RLTY CORP | Real Estate | 803 | $57K | 0.00% | SOLD |
| 574 | — | INNOVATOR ETFS TRUST | — | 2,074 | $57K | 0.00% | SOLD |
| 575 | DTH | WISDOMTREE TR | — | 1,159 | $57K | 0.00% | SOLD |
| 576 | CGBL | CAPITAL GROUP CORE BALANCED | — | 1,626 | $56K | 0.00% | SOLD |
| 577 | WAL | WESTERN ALLIANCE BANCORP | Financial Services | 649 | $56K | 0.00% | SOLD |
| 578 | RVT | ROYCE SMALL CAP TRUST INC | Financial Services | 3,489 | $56K | 0.00% | SOLD |
| 579 | MANH | MANHATTAN ASSOCIATES INC | Technology | 274 | $56K | 0.00% | SOLD |
| 580 | — | INNOVATOR ETFS TRUST | — | 2,064 | $56K | 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%