Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 901 | PHO | INVESCO EXCHANGE TRADED FD T | — | 413 | $30K | — | SOLD |
| 902 | — | EVEREST GROUP LTD | — | 85 | $30K | — | SOLD |
| 903 | EWG | ISHARES INC | — | 713 | $30K | — | SOLD |
| 904 | ACVF | ETF OPPORTUNITIES TRUST | — | 601 | $30K | — | SOLD |
| 905 | OUSA | ALPS ETF TR | — | 524 | $30K | — | SOLD |
| 906 | SLM | SLM CORP | Financial Services | 1,068 | $30K | — | SOLD |
| 907 | ECC | EAGLE POINT CREDIT COMPANY I | Financial Services | 4,440 | $29K | — | SOLD |
| 908 | FBK | FB FINL CORP | Financial Services | 526 | $29K | — | SOLD |
| 909 | MCRI | MONARCH CASINO &RESORT INC | Consumer Cyclical | 277 | $29K | — | SOLD |
| 910 | KORP | AMERICAN CENTY ETF TR | — | 611 | $29K | — | SOLD |
| 911 | BKUI | BNY MELLON ETF TRUST | — | 580 | $29K | — | SOLD |
| 912 | CNXC | CONCENTRIX CORP | Technology | 626 | $29K | — | SOLD |
| 913 | SNEX | STONEX GROUP INC | Financial Services | 286 | $29K | — | SOLD |
| 914 | PII | POLARIS INC | Consumer Cyclical | 496 | $29K | — | SOLD |
| 915 | FLS | FLOWSERVE CORP | Industrials | 540 | $29K | — | SOLD |
| 916 | RHP | RYMAN HOSPITALITY PPTYS INC | Real Estate | 316 | $28K | — | SOLD |
| 917 | HYFI | AB ACTIVE ETFS INC | — | 743 | $28K | — | SOLD |
| 918 | MOH | MOLINA HEALTHCARE INC | Healthcare | 147 | $28K | — | SOLD |
| 919 | VFC | V F CORP | Consumer Cyclical | 1,940 | $28K | — | SOLD |
| 920 | IXJ | ISHARES TR | — | 315 | $28K | — | 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%