Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 881 | IBDW | ISHARES TR | — | 1,460 | $31K | 0.00% | SOLD |
| 882 | ZETA | ZETA GLOBAL HOLDINGS CORP | Technology | 1,559 | $31K | 0.00% | SOLD |
| 883 | LOPE | GRAND CANYON ED INC | Consumer Defensive | 141 | $31K | 0.00% | SOLD |
| 884 | INCM | FRANKLIN TEMPLETON ETF TR | — | 1,115 | $31K | 0.00% | SOLD |
| 885 | BLBD | BLUE BIRD CORP | Consumer Cyclical | 537 | $31K | 0.00% | SOLD |
| 886 | IBDV | ISHARES TR | — | 1,394 | $31K | 0.00% | SOLD |
| 887 | APA | APA CORPORATION | Energy | 1,271 | $31K | 0.00% | SOLD |
| 888 | MDYV | SPDR SERIES TRUST | — | 368 | $31K | 0.00% | SOLD |
| 889 | — | LIFE360 INC | — | 288 | $31K | 0.00% | SOLD |
| 890 | KNF | KNIFE RIVER CORP | Basic Materials | 398 | $31K | 0.00% | SOLD |
| 891 | VAW | VANGUARD WORLD FD | — | 149 | $31K | 0.00% | SOLD |
| 892 | CHY | CALAMOS CONV &HIGH INCOME F | Financial Services | 2,714 | $30K | 0.00% | SOLD |
| 893 | LRGF | ISHARES TR | — | 439 | $30K | — | SOLD |
| 894 | PVH | PVH CORPORATION | Consumer Cyclical | 362 | $30K | — | SOLD |
| 895 | TECH | BIO-TECHNE CORP | Healthcare | 545 | $30K | — | SOLD |
| 896 | BROS | DUTCH BROS INC | Consumer Cyclical | 579 | $30K | — | SOLD |
| 897 | CGCB | CAPITAL GRP FIXED INCM ETF T | — | 1,139 | $30K | — | SOLD |
| 898 | DOCT | FIRST TR EXCHNG TRADED FD VI | — | 700 | $30K | — | SOLD |
| 899 | HRB | BLOCK H &R INC | Consumer Cyclical | 597 | $30K | — | SOLD |
| 900 | DGT | SPDR SERIES TRUST | — | 186 | $30K | — | 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%