Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | CHTR | CHARTER COMMUNICATIONS INC N | Communication Services | 773 | $213K | 0.00% | SOLD |
| 42 | — | MORGAN STANLEY ETF TRUST | — | 4,199 | $212K | 0.00% | SOLD |
| 43 | IP | INTERNATIONAL PAPER CO | Consumer Cyclical | 4,510 | $209K | 0.00% | SOLD |
| 44 | COMT | ISHARES U S ETF TR | — | 7,793 | $209K | 0.00% | SOLD |
| 45 | GJUN | FIRST TR EXCHNG TRADED FD VI | — | 5,350 | $208K | 0.00% | SOLD |
| 46 | HYD | VANECK ETF TRUST | — | 4,064 | $207K | 0.00% | SOLD |
| 47 | LII | LENNOX INTL INC | Industrials | 390 | $206K | 0.00% | SOLD |
| 48 | ARM | ARM HOLDINGS PLC | Technology | 1,457 | $206K | 0.00% | SOLD |
| 49 | GPN | GLOBAL PMTS INC | Industrials | 2,459 | $204K | 0.00% | SOLD |
| 50 | NI | NISOURCE INC | Utilities | 4,592 | $199K | 0.00% | SOLD |
| 51 | RSPR | INVESCO EXCHANGE TRADED FD T | — | 5,589 | $198K | 0.00% | SOLD |
| 52 | GHC | GRAHAM HLDGS CO | Consumer Defensive | 168 | $198K | 0.00% | SOLD |
| 53 | IPAR | INTERPARFUMS INC | Consumer Defensive | 2,008 | $198K | 0.00% | SOLD |
| 54 | — | AIR LEASE CORP | — | 3,088 | $197K | 0.00% | SOLD |
| 55 | YGLD | SIMPLIFY EXCHANGE TRADED FUN | — | 4,862 | $197K | 0.00% | SOLD |
| 56 | — | INNOVATOR ETFS TRUST | — | 9,375 | $196K | 0.00% | SOLD |
| 57 | DFGR | DIMENSIONAL ETF TRUST | — | 7,157 | $195K | 0.00% | SOLD |
| 58 | DUOL | DUOLINGO INC | Technology | 604 | $194K | 0.00% | SOLD |
| 59 | BCI | ABRDN ETFS | — | 9,022 | $194K | 0.00% | SOLD |
| 60 | NTNX | NUTANIX INC | Technology | 2,596 | $193K | 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%