Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 801 | EMNT | PIMCO ETF TR | — | 365 | $36K | 0.00% | SOLD |
| 802 | TPYP | TORTOISE CAPITAL SERIES TRUS | — | 987 | $36K | 0.00% | SOLD |
| 803 | NUMV | NUSHARES ETF TR | — | 928 | $36K | 0.00% | SOLD |
| 804 | PBH | PRESTIGE CONSMR HEALTHCARE I | Healthcare | 575 | $36K | 0.00% | SOLD |
| 805 | LEMB | ISHARES INC | — | 869 | $36K | 0.00% | SOLD |
| 806 | QJUN | FIRST TR EXCHNG TRADED FD VI | — | 1,146 | $36K | 0.00% | SOLD |
| 807 | ANF | ABERCROMBIE &FITCH CO | Consumer Cyclical | 417 | $36K | 0.00% | SOLD |
| 808 | OCTH | INNOVATOR ETFS TRUST | — | 1,475 | $35K | 0.00% | SOLD |
| 809 | FUMB | FIRST TR EXCH TRADED FD III | — | 1,763 | $35K | 0.00% | SOLD |
| 810 | PNQI | INVESCO EXCHANGE TRADED FD T | — | 634 | $35K | 0.00% | SOLD |
| 811 | DBA | INVESCO DB MULTI-SECTOR COMM | Financial Services | 1,315 | $35K | 0.00% | SOLD |
| 812 | SPGP | INVESCO EXCHANGE TRADED FD T | — | 309 | $35K | 0.00% | SOLD |
| 813 | CWI | SPDR INDEX SHS FDS | — | 1,000 | $35K | 0.00% | SOLD |
| 814 | KIM | KIMCO RLTY CORP | Real Estate | 1,588 | $35K | 0.00% | SOLD |
| 815 | MTH | MERITAGE HOMES CORP | Consumer Cyclical | 477 | $35K | 0.00% | SOLD |
| 816 | MKSI | MKS INC. | Technology | 279 | $35K | 0.00% | SOLD |
| 817 | JMEE | J P MORGAN EXCHANGE TRADED F | — | 544 | $35K | 0.00% | SOLD |
| 818 | LADR | LADDER CAP CORP | Real Estate | 3,157 | $34K | 0.00% | SOLD |
| 819 | ECG | EVERUS CONSTR GROUP | Industrials | 400 | $34K | 0.00% | SOLD |
| 820 | BOXX | EA SERIES TRUST | — | 300 | $34K | 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%