Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1841 | VGM | INVESCO TR INVT GRADE MUNS | Financial Services | 250 | $3K | — | SOLD |
| 1842 | TITN | TITAN MACHY INC | Industrials | 151 | $3K | — | SOLD |
| 1843 | CC | CHEMOURS CO | Basic Materials | 159 | $3K | — | SOLD |
| 1844 | CASS | CASS INFORMATION SYS INC | Industrials | 64 | $3K | — | SOLD |
| 1845 | — | TWO HBRS INVT CORP | — | 255 | $3K | — | SOLD |
| 1846 | UVV | UNIVERSAL CORP VA | Consumer Defensive | 45 | $3K | — | SOLD |
| 1847 | IMVP | INVESCO INDIA EXCHANGE-TRADE | — | 100 | $3K | — | SOLD |
| 1848 | JULJ | INNOVATOR ETFS TRUST | — | 100 | $2K | — | SOLD |
| 1849 | CLOI | VANECK ETF TRUST | — | 47 | $2K | — | SOLD |
| 1850 | ESP | ESPEY MFG &ELECTRS CORP | Industrials | 63 | $2K | — | SOLD |
| 1851 | NGVC | NATURAL GROCERS BY VITAMIN C | Consumer Defensive | 62 | $2K | — | SOLD |
| 1852 | AAT | AMERICAN ASSETS TR INC | Real Estate | 122 | $2K | — | SOLD |
| 1853 | — | STANDARDAERO INC | — | 89 | $2K | — | SOLD |
| 1854 | NIU | NIU TECHNOLOGIES | Consumer Cyclical | 515 | $2K | — | SOLD |
| 1855 | STNG | SCORPIO TANKERS INC | Energy | 43 | $2K | — | SOLD |
| 1856 | RIG | TRANSOCEAN LTD | Energy | 771 | $2K | — | SOLD |
| 1857 | BFS | SAUL CTRS INC | Real Estate | 75 | $2K | — | SOLD |
| 1858 | SHLS | SHOALS TECHNOLOGIES GROUP IN | Energy | 322 | $2K | — | SOLD |
| 1859 | GTY | GETTY RLTY CORP NEW | Real Estate | 88 | $2K | — | SOLD |
| 1860 | LC | LENDINGCLUB CORP | Financial Services | 154 | $2K | — | 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%