Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 941 | ACA | ARCOSA INC | Industrials | 285 | $27K | — | SOLD |
| 942 | — | EATON VANCE TAX-ADVANTAGED G | — | 966 | $27K | — | SOLD |
| 943 | — | SMURFIT WESTROCK PLC | — | 625 | $27K | — | SOLD |
| 944 | FPX | FIRST TR EXCHANGE-TRADED FD | — | 160 | $27K | — | SOLD |
| 945 | DSEP | FIRST TR EXCHNG TRADED FD VI | — | 600 | $27K | — | SOLD |
| 946 | SSD | SIMPSON MFG INC | Industrials | 158 | $26K | — | SOLD |
| 947 | DIVS | GUINNESS ATKINSON FDS | — | 850 | $26K | — | SOLD |
| 948 | ORI | OLD REP INTL CORP | Financial Services | 623 | $26K | — | SOLD |
| 949 | — | FRANKLIN TEMPLETON ETF TR | — | 302 | $26K | — | SOLD |
| 950 | IMCB | ISHARES TR | — | 316 | $26K | — | SOLD |
| 951 | NOG | NORTHERN OIL &GAS INC | Energy | 1,057 | $26K | — | SOLD |
| 952 | ARMK | ARAMARK | Industrials | 682 | $26K | — | SOLD |
| 953 | NMRK | NEWMARK GROUP INC | Real Estate | 1,404 | $26K | — | SOLD |
| 954 | KLIC | KULICKE &SOFFA INDS INC | Technology | 643 | $26K | — | SOLD |
| 955 | EIG | EMPLOYERS HLDGS INC | Financial Services | 615 | $26K | — | SOLD |
| 956 | EOI | EATON VANCE ENHANCED EQUITY | Financial Services | 1,241 | $26K | — | SOLD |
| 957 | FOUR | SHIFT4 PMTS INC | Technology | 335 | $26K | — | SOLD |
| 958 | ASB | ASSOCIATED BANC CORP | Financial Services | 1,008 | $26K | — | SOLD |
| 959 | CNX | CNX RES CORP | Energy | 807 | $26K | — | SOLD |
| 960 | TTAN | SERVICETITAN INC | Technology | 257 | $26K | — | 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%