Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 681 | TTEK | TETRA TECH INC NEW | Industrials | 1,354 | $45K | 0.00% | SOLD |
| 682 | KD | KYNDRYL HLDGS INC | Technology | 1,505 | $45K | 0.00% | SOLD |
| 683 | CRS | CARPENTER TECHNOLOGY CORP | Industrials | 184 | $45K | 0.00% | SOLD |
| 684 | CZA | INVESCO EXCHANGE TRADED FD T | — | 410 | $45K | 0.00% | SOLD |
| 685 | NNI | NELNET INC | Financial Services | 358 | $45K | 0.00% | SOLD |
| 686 | CFR | CULLEN FROST BANKERS INC | Financial Services | 354 | $45K | 0.00% | SOLD |
| 687 | DLS | WISDOMTREE TR | — | 562 | $45K | 0.00% | SOLD |
| 688 | BIP | BROOKFIELD INFRAST PARTNERS | Utilities | 1,355 | $45K | 0.00% | SOLD |
| 689 | TOK | ISHARES TR | — | 330 | $45K | 0.00% | SOLD |
| 690 | CM | CANADIAN IMPERIAL BANK OF CO | Financial Services | 557 | $44K | 0.00% | SOLD |
| 691 | XVV | ISHARES TR | — | 863 | $44K | 0.00% | SOLD |
| 692 | FDEC | FIRST TR EXCHNG TRADED FD VI | — | 896 | $44K | 0.00% | SOLD |
| 693 | CAVA | CAVA GROUP INC | Consumer Cyclical | 730 | $44K | 0.00% | SOLD |
| 694 | OWL | BLUE OWL CAPITAL INC | Financial Services | 2,603 | $44K | 0.00% | SOLD |
| 695 | STM | STMICROELECTRONICS N V | Technology | 1,557 | $44K | 0.00% | SOLD |
| 696 | EQNR | EQUINOR ASA | Energy | 1,801 | $44K | 0.00% | SOLD |
| 697 | FAUG | FIRST TR EXCHNG TRADED FD VI | — | 845 | $44K | 0.00% | SOLD |
| 698 | ACIO | ETF SER SOLUTIONS | — | 1,006 | $44K | 0.00% | SOLD |
| 699 | — | J P MORGAN EXCHANGE TRADED F | — | 352 | $44K | 0.00% | SOLD |
| 700 | — | AMCOR PLC | — | 5,317 | $43K | 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%