Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 781 | DDWM | WISDOMTREE TR | — | 892 | $37K | 0.00% | SOLD |
| 782 | ULS | UL SOLUTIONS INC | Industrials | 526 | $37K | 0.00% | SOLD |
| 783 | QSPT | FIRST TR EXCHNG TRADED FD VI | — | 1,200 | $37K | 0.00% | SOLD |
| 784 | VOD | VODAFONE GROUP PLC NEW | Communication Services | 3,210 | $37K | 0.00% | SOLD |
| 785 | XHR | XENIA HOTELS &RESORTS INC | Real Estate | 2,712 | $37K | 0.00% | SOLD |
| 786 | HEEM | ISHARES INC | — | 1,105 | $37K | 0.00% | SOLD |
| 787 | CCOI | COGENT COMMUNICATIONS HLDGS | Communication Services | 968 | $37K | 0.00% | SOLD |
| 788 | UFOX | ETF SER SOLUTIONS | — | 600 | $37K | 0.00% | SOLD |
| 789 | VFL | ABRDN NATL MUN INCOME FD | Financial Services | 3,597 | $37K | 0.00% | SOLD |
| 790 | ILCB | ISHARES TR | — | 399 | $37K | 0.00% | SOLD |
| 791 | AES | AES CORP | Utilities | 2,799 | $37K | 0.00% | SOLD |
| 792 | JAZZ | JAZZ PHARMACEUTICALS PLC | Healthcare | 279 | $37K | 0.00% | SOLD |
| 793 | GPOR | GULFPORT ENERGY CORP | Energy | 203 | $37K | 0.00% | SOLD |
| 794 | PFIX | SIMPLIFY EXCHANGE TRADED FUN | — | 757 | $36K | 0.00% | SOLD |
| 795 | FOCT | FIRST TR EXCHNG TRADED FD VI | — | 767 | $36K | 0.00% | SOLD |
| 796 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 1,153 | $36K | 0.00% | SOLD |
| 797 | RITM | RITHM CAPITAL CORP | Real Estate | 3,185 | $36K | 0.00% | SOLD |
| 798 | QBUF | INNOVATOR ETFS TRUST | — | 1,261 | $36K | 0.00% | SOLD |
| 799 | FDHY | FIDELITY COVINGTON TRUST | — | 734 | $36K | 0.00% | SOLD |
| 800 | IYLD | ISHARES TR | — | 1,699 | $36K | 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%