Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 601 | RIOT | RIOT PLATFORMS INC | Financial Services | 2,820 | $54K | 0.00% | SOLD |
| 602 | IQDY | FLEXSHARES TR | — | 1,581 | $54K | 0.00% | SOLD |
| 603 | FSIG | FIRST TR EXCHANGE-TRADED FD | — | 2,788 | $54K | 0.00% | SOLD |
| 604 | AOK | ISHARES TR | — | 1,333 | $54K | 0.00% | SOLD |
| 605 | APLE | APPLE HOSPITALITY REIT INC | Real Estate | 4,451 | $53K | 0.00% | SOLD |
| 606 | ERH | ALLSPRING UTILITIES AND HIGH | Financial Services | 4,311 | $53K | 0.00% | SOLD |
| 607 | E | ENI S P A | Energy | 1,527 | $53K | 0.00% | SOLD |
| 608 | FGD | FIRST TR EXCHANGE TRADED FD | — | 1,849 | $53K | 0.00% | SOLD |
| 609 | PBA | PEMBINA PIPELINE CORP | Energy | 1,313 | $53K | 0.00% | SOLD |
| 610 | COPX | GLOBAL X FDS | — | 881 | $53K | 0.00% | SOLD |
| 611 | EVR | EVERCORE INC | Financial Services | 156 | $53K | 0.00% | SOLD |
| 612 | IVVB | BLACKROCK ETF TRUST II | — | 1,600 | $52K | 0.00% | SOLD |
| 613 | REET | ISHARES TR | — | 2,039 | $52K | 0.00% | SOLD |
| 614 | IFF | INTERNATIONAL FLAVORS&FRAGRA | Basic Materials | 845 | $52K | 0.00% | SOLD |
| 615 | CGNX | COGNEX CORP | Technology | 1,144 | $52K | 0.00% | SOLD |
| 616 | EBND | SPDR SERIES TRUST | — | 2,422 | $52K | 0.00% | SOLD |
| 617 | EWY | ISHARES INC | — | 645 | $52K | 0.00% | SOLD |
| 618 | VTWO | VANGUARD SCOTTSDALE FDS | — | 527 | $52K | 0.00% | SOLD |
| 619 | SEZL | SEZZLE INC | Financial Services | 647 | $51K | 0.00% | SOLD |
| 620 | FTXL | FIRST TR EXCHANGE TRADED FD | — | 457 | $51K | 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%