Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 741 | RWK | INVESCO EXCH TRADED FD TR II | — | 325 | $41K | 0.00% | SOLD |
| 742 | GPK | GRAPHIC PACKAGING HLDG CO | Consumer Cyclical | 2,072 | $41K | 0.00% | SOLD |
| 743 | AFG | AMERICAN FINL GROUP INC OHIO | Financial Services | 278 | $41K | 0.00% | SOLD |
| 744 | IYG | ISHARES TR | — | 451 | $40K | 0.00% | SOLD |
| 745 | RPV | INVESCO EXCHANGE TRADED FD T | — | 405 | $40K | 0.00% | SOLD |
| 746 | — | FIRST TR EXCHNG TRADED FD VI | — | 1,150 | $40K | 0.00% | SOLD |
| 747 | SMMU | PIMCO ETF TR | — | 794 | $40K | 0.00% | SOLD |
| 748 | FDMO | FIDELITY COVINGTON TRUST | — | 480 | $40K | 0.00% | SOLD |
| 749 | DIV | GLOBAL X FDS | — | 2,250 | $40K | 0.00% | SOLD |
| 750 | WTS | WATTS WATER TECHNOLOGIES INC | Industrials | 141 | $39K | 0.00% | SOLD |
| 751 | TPC | TUTOR PERINI CORP | Industrials | 600 | $39K | 0.00% | SOLD |
| 752 | IX | ORIX CORP | Financial Services | 1,506 | $39K | 0.00% | SOLD |
| 753 | ENS | ENERSYS | Industrials | 346 | $39K | 0.00% | SOLD |
| 754 | UDR | UDR INC | Real Estate | 1,047 | $39K | 0.00% | SOLD |
| 755 | CVIE | MORGAN STANLEY ETF TRUST | — | 570 | $39K | 0.00% | SOLD |
| 756 | ITDF | ISHARES TR | — | 1,055 | $39K | 0.00% | SOLD |
| 757 | IONQ | IONQ INC | Technology | 630 | $39K | 0.00% | SOLD |
| 758 | KTOS | KRATOS DEFENSE &SEC SOLUTIO | Industrials | 424 | $39K | 0.00% | SOLD |
| 759 | FXD | FIRST TR EXCHANGE TRADED FD | — | 565 | $39K | 0.00% | SOLD |
| 760 | PEB | PEBBLEBROOK HOTEL TR | Real Estate | 3,381 | $39K | 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%