Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | SUSC | ISHARES TR | — | 6,794 | $160K | 0.00% | SOLD |
| 122 | BYLD | ISHARES TR | — | 6,982 | $160K | 0.00% | SOLD |
| 123 | HUM | HUMANA INC | Healthcare | 614 | $160K | 0.00% | SOLD |
| 124 | HIMS | HIMS &HERS HEALTH INC | Healthcare | 2,805 | $159K | 0.00% | SOLD |
| 125 | PSTG | PURE STORAGE INC | Technology | 1,897 | $159K | 0.00% | SOLD |
| 126 | FPXI | FIRST TR EXCHANGE TRADED FD | — | 2,647 | $159K | 0.00% | SOLD |
| 127 | FUTU | FUTU HLDGS LTD | Financial Services | 904 | $157K | 0.00% | SOLD |
| 128 | FR | FIRST INDL RLTY TR INC | Real Estate | 3,032 | $156K | 0.00% | SOLD |
| 129 | FIIG | FIRST TR EXCHANGE-TRADED FD | — | 7,348 | $156K | 0.00% | SOLD |
| 130 | — | INNOVATOR ETFS TRUST | — | 5,876 | $156K | 0.00% | SOLD |
| 131 | SPSC | SPS COMM INC | Technology | 1,494 | $156K | 0.00% | SOLD |
| 132 | FBT | FIRST TR EXCHANGE-TRADED FD | — | 864 | $155K | 0.00% | SOLD |
| 133 | FUTY | FIDELITY COVINGTON TRUST | — | 2,740 | $155K | 0.00% | SOLD |
| 134 | ROL | ROLLINS INC | Consumer Cyclical | 2,632 | $155K | 0.00% | SOLD |
| 135 | — | MOOG INC | — | 744 | $155K | 0.00% | SOLD |
| 136 | EMLP | FIRST TR EXCHANGE-TRADED FD | — | 4,028 | $154K | 0.00% | SOLD |
| 137 | JPIB | J P MORGAN EXCHANGE TRADED F | — | 3,128 | $153K | 0.00% | SOLD |
| 138 | RWR | SPDR SERIES TRUST | — | 1,519 | $152K | 0.00% | SOLD |
| 139 | — | INNOVATOR ETFS TRUST | — | 6,087 | $152K | 0.00% | SOLD |
| 140 | FJP | FIRST TR EXCH TRD ALPHDX FD | — | 2,315 | $151K | 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%