Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1261 | PSFF | PACER FDS TR | — | 440 | $14K | — | SOLD |
| 1262 | — | INNOVATOR ETFS TRUST | — | 500 | $14K | — | SOLD |
| 1263 | EUSA | ISHARES INC | — | 134 | $14K | — | SOLD |
| 1264 | — | TXNM ENERGY INC | — | 243 | $14K | — | SOLD |
| 1265 | ESE | ESCO TECHNOLOGIES INC | Technology | 65 | $14K | — | SOLD |
| 1266 | — | INNOVATOR ETFS TRUST | — | 507 | $14K | — | SOLD |
| 1267 | WHR | WHIRLPOOL CORP | Consumer Cyclical | 174 | $14K | — | SOLD |
| 1268 | PSKY | PARAMOUNT SKYDANCE CORP | Communication Services | 722 | $14K | — | SOLD |
| 1269 | NUKZ | EXCHANGE TRADED CONCEPTS TRU | — | 210 | $14K | — | SOLD |
| 1270 | EWW | ISHARES INC | — | 200 | $14K | — | SOLD |
| 1271 | MGA | MAGNA INTL INC | Consumer Cyclical | 286 | $14K | — | SOLD |
| 1272 | CRVO | CERVOMED INC | Healthcare | 1,665 | $13K | — | SOLD |
| 1273 | EVT | EATON VANCE TAX ADVT DIV INC | Financial Services | 550 | $13K | — | SOLD |
| 1274 | RBRK | RUBRIK INC. | Technology | 163 | $13K | — | SOLD |
| 1275 | VCEL | VERICEL CORP | Healthcare | 426 | $13K | — | SOLD |
| 1276 | TFIN | TRIUMPH FINANCIAL INC | Financial Services | 267 | $13K | — | SOLD |
| 1277 | VEGN | ETF SER SOLUTIONS | — | 224 | $13K | — | SOLD |
| 1278 | IVT | INVENTRUST PPTYS CORP | Real Estate | 464 | $13K | — | SOLD |
| 1279 | WES | WESTERN MIDSTREAM PARTNERS L | Energy | 337 | $13K | — | SOLD |
| 1280 | — | ABRDN GLOBAL PREMIER PPTYS F | — | 3,329 | $13K | — | 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%