Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 761 | FAN | FIRST TR EXCHANGE-TRADED FD | — | 2,000 | $38K | 0.00% | SOLD |
| 762 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 3,144 | $38K | 0.00% | SOLD |
| 763 | WMS | ADVANCED DRAIN SYS INC DEL | Industrials | 276 | $38K | 0.00% | SOLD |
| 764 | FXU | FIRST TR EXCHANGE TRADED FD | — | 840 | $38K | 0.00% | SOLD |
| 765 | SMAY | FIRST TR EXCHNG TRADED FD VI | — | 1,507 | $38K | 0.00% | SOLD |
| 766 | GSEP | FIRST TR EXCHNG TRADED FD VI | — | 1,000 | $38K | 0.00% | SOLD |
| 767 | CUZ | COUSINS PPTYS INC | Real Estate | 1,315 | $38K | 0.00% | SOLD |
| 768 | FFA | FIRST TR ENHANCED EQUITY INC | Financial Services | 1,768 | $38K | 0.00% | SOLD |
| 769 | RHI | ROBERT HALF INC. | Industrials | 1,118 | $38K | 0.00% | SOLD |
| 770 | HFXI | NEW YORK LIFE INVESTMENTS ET | — | 1,222 | $38K | 0.00% | SOLD |
| 771 | SEIX | VIRTUS ETF TR II | — | 1,605 | $38K | 0.00% | SOLD |
| 772 | VIAV | VIAVI SOLUTIONS INC | Technology | 2,976 | $38K | 0.00% | SOLD |
| 773 | RISR | TIDAL TRUST I | — | 1,051 | $38K | 0.00% | SOLD |
| 774 | RTH | VANECK ETF TRUST | — | 150 | $38K | 0.00% | SOLD |
| 775 | MDU | MDU RES GROUP INC | Industrials | 2,110 | $38K | 0.00% | SOLD |
| 776 | FMC | FMC CORP | Basic Materials | 1,116 | $38K | 0.00% | SOLD |
| 777 | GJUL | FIRST TR EXCHNG TRADED FD VI | — | 925 | $38K | 0.00% | SOLD |
| 778 | ICOW | PACER FDS TR | — | 1,030 | $38K | 0.00% | SOLD |
| 779 | MTSI | MACOM TECH SOLUTIONS HLDGS I | Technology | 301 | $37K | 0.00% | SOLD |
| 780 | WCMI | FIRST TR EXCHANGE-TRADED FD | — | 2,212 | $37K | 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%