Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 841 | IEUR | ISHARES TR | — | 483 | $33K | 0.00% | SOLD |
| 842 | COHR | COHERENT CORP | Technology | 305 | $33K | 0.00% | SOLD |
| 843 | GNOV | FIRST TR EXCHNG TRADED FD VI | — | 862 | $33K | 0.00% | SOLD |
| 844 | INMU | BLACKROCK ETF TRUST II | — | 1,370 | $33K | 0.00% | SOLD |
| 845 | KAPR | INNOVATOR ETFS TRUST | — | 958 | $33K | 0.00% | SOLD |
| 846 | CAKE | CHEESECAKE FACTORY INC | Consumer Cyclical | 599 | $33K | 0.00% | SOLD |
| 847 | DY | DYCOM INDS INC | Industrials | 112 | $33K | 0.00% | SOLD |
| 848 | MARM | FIRST TR EXCHNG TRADED FD VI | — | 1,000 | $33K | 0.00% | SOLD |
| 849 | MRAM | EVERSPIN TECHNOLOGIES INC | Technology | 3,500 | $33K | 0.00% | SOLD |
| 850 | MDGL | MADRIGAL PHARMACEUTICALS INC | Healthcare | 71 | $33K | 0.00% | SOLD |
| 851 | TMDX | TRANSMEDICS GROUP INC | Healthcare | 290 | $33K | 0.00% | SOLD |
| 852 | CORZ | CORE SCIENTIFIC INC NEW | Technology | 1,811 | $32K | 0.00% | SOLD |
| 853 | — | MORGAN STANLEY ETF TRUST | — | 437 | $32K | 0.00% | SOLD |
| 854 | RZV | INVESCO EXCHANGE TRADED FD T | — | 275 | $32K | 0.00% | SOLD |
| 855 | EPAM | EPAM SYS INC | Technology | 215 | $32K | 0.00% | SOLD |
| 856 | BANF | BANCFIRST CORP | Financial Services | 256 | $32K | 0.00% | SOLD |
| 857 | LSTR | LANDSTAR SYS INC | Industrials | 264 | $32K | 0.00% | SOLD |
| 858 | IAC | IAC INC | Technology | 946 | $32K | 0.00% | SOLD |
| 859 | QMAR | FIRST TR EXCHNG TRADED FD VI | — | 1,000 | $32K | 0.00% | SOLD |
| 860 | KCE | SPDR SERIES TRUST | — | 210 | $32K | 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%