Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 641 | TAP | MOLSON COORS BEVERAGE CO | Consumer Defensive | 1,089 | $49K | 0.00% | SOLD |
| 642 | — | BLACKROCK ETF TRUST | — | 679 | $49K | 0.00% | SOLD |
| 643 | BKE | BUCKLE INC | Consumer Cyclical | 840 | $49K | 0.00% | SOLD |
| 644 | CVLT | COMMVAULT SYS INC | Technology | 260 | $49K | 0.00% | SOLD |
| 645 | SETM | SPROTT FDS TR | — | 1,951 | $49K | 0.00% | SOLD |
| 646 | CRI | CARTERS INC | Consumer Cyclical | 1,738 | $49K | 0.00% | SOLD |
| 647 | AOS | SMITH A O CORP | Industrials | 668 | $49K | 0.00% | SOLD |
| 648 | ACWI | ISHARES TR | — | 353 | $49K | 0.00% | SOLD |
| 649 | ISD | PGIM HIGH YIELD BOND FUND IN | Financial Services | 3,380 | $49K | 0.00% | SOLD |
| 650 | BST | BLACKROCK SCIENCE &TECHNOLO | Financial Services | 1,175 | $49K | 0.00% | SOLD |
| 651 | PDO | PIMCO DYNAMIC INCOME OPRNTS | Financial Services | 3,435 | $49K | 0.00% | SOLD |
| 652 | — | INVESCO EXCH TRD SLF IDX FD | — | 2,099 | $48K | 0.00% | SOLD |
| 653 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | — | 1,545 | $48K | 0.00% | SOLD |
| 654 | FSEP | FIRST TR EXCHNG TRADED FD VI | — | 950 | $48K | 0.00% | SOLD |
| 655 | ONEV | SPDR SERIES TRUST | — | 361 | $48K | 0.00% | SOLD |
| 656 | OKLO | OKLO INC | Utilities | 429 | $48K | 0.00% | SOLD |
| 657 | BURL | BURLINGTON STORES INC | Consumer Cyclical | 188 | $48K | 0.00% | SOLD |
| 658 | ACI | ALBERTSONS COS INC | Consumer Defensive | 2,709 | $47K | 0.00% | SOLD |
| 659 | FPXE | FIRST TR EXCHANGE TRADED FD | — | 1,467 | $47K | 0.00% | SOLD |
| 660 | PEX | PROSHARES TR | — | 1,797 | $47K | 0.00% | SOLD |
Sector Allocation
Technology
29.1%
Financial Services
20.7%
Consumer Cyclical
10.9%
Healthcare
9.7%
Industrials
8.8%
Communication Services
8.2%
Consumer Defensive
4.6%
Energy
2.9%
Utilities
2.1%
Real Estate
1.6%