Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1361 | UWMC | UWM HOLDINGS CORPORATION | Financial Services | 1,760 | $11K | — | SOLD |
| 1362 | FIVE | FIVE BELOW INC | Consumer Cyclical | 69 | $11K | — | SOLD |
| 1363 | DTCR | GLOBAL X FDS | — | 520 | $11K | — | SOLD |
| 1364 | LTBR | LIGHTBRIDGE CORP | Industrials | 500 | $11K | — | SOLD |
| 1365 | IFLN | INVESCO EXCH TRADED FD TR II | — | 571 | $11K | — | SOLD |
| 1366 | LINE | LINEAGE INC | Real Estate | 274 | $11K | — | SOLD |
| 1367 | EEMX | SPDR INDEX SHS FDS | — | 251 | $10K | — | SOLD |
| 1368 | PEBO | PEOPLES BANCORP INC | Financial Services | 350 | $10K | — | SOLD |
| 1369 | AIR | AAR CORP | Industrials | 117 | $10K | — | SOLD |
| 1370 | SPFF | GLOBAL X FDS | — | 1,135 | $10K | — | SOLD |
| 1371 | VIOV | VANGUARD ADMIRAL FDS INC | — | 110 | $10K | — | SOLD |
| 1372 | — | FIDELITY COVINGTON TRUST | — | 350 | $10K | — | SOLD |
| 1373 | RDIV | INVESCO EXCH TRADED FD TR II | — | 200 | $10K | — | SOLD |
| 1374 | ROAD | CONSTRUCTION PARTNERS INC | Industrials | 82 | $10K | — | SOLD |
| 1375 | DVYE | ISHARES INC | — | 350 | $10K | — | SOLD |
| 1376 | STN | STANTEC INC | Industrials | 96 | $10K | — | SOLD |
| 1377 | SXT | SENSIENT TECHNOLOGIES CORP | Basic Materials | 110 | $10K | — | SOLD |
| 1378 | PECO | PHILLIPS EDISON &CO INC | Real Estate | 300 | $10K | — | SOLD |
| 1379 | ACRE | ARES COML REAL ESTATE CORP | Real Estate | 2,270 | $10K | — | SOLD |
| 1380 | HP | HELMERICH &PAYNE INC | Energy | 462 | $10K | — | 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%