Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 961 | GAB | GABELLI EQUITY TR INC | Financial Services | 4,247 | $26K | — | SOLD |
| 962 | XSHQ | INVESCO EXCH TRADED FD TR II | — | 601 | $26K | — | SOLD |
| 963 | ARRY | ARRAY TECHNOLOGIES INC | Energy | 3,171 | $26K | — | SOLD |
| 964 | CVMC | MORGAN STANLEY ETF TRUST | — | 407 | $26K | — | SOLD |
| 965 | FTV | FORTIVE CORP | Technology | 527 | $26K | — | SOLD |
| 966 | CNS | COHEN &STEERS INC | Financial Services | 393 | $26K | — | SOLD |
| 967 | SSRM | SSR MINING IN | Basic Materials | 1,054 | $26K | — | SOLD |
| 968 | IVES | WEDBUSH SER TR | — | 800 | $26K | — | SOLD |
| 969 | SLRC | SLR INVESTMENT CORP | Financial Services | 1,677 | $26K | — | SOLD |
| 970 | NMR | NOMURA HLDGS INC | Financial Services | 3,523 | $26K | — | SOLD |
| 971 | HOMB | HOME BANCSHARES INC | Financial Services | 904 | $26K | — | SOLD |
| 972 | CVSB | MORGAN STANLEY ETF TRUST | — | 502 | $25K | — | SOLD |
| 973 | HIW | HIGHWOODS PPTYS INC | Real Estate | 799 | $25K | — | SOLD |
| 974 | BSJR | INVESCO EXCH TRD SLF IDX FD | — | 1,118 | $25K | — | SOLD |
| 975 | ITUB | ITAU UNIBANCO HLDG S A | Financial Services | 3,442 | $25K | — | SOLD |
| 976 | REZ | ISHARES TR | — | 296 | $25K | — | SOLD |
| 977 | FELE | FRANKLIN ELEC INC | Industrials | 264 | $25K | — | SOLD |
| 978 | STLA | STELLANTIS N.V | Consumer Cyclical | 2,689 | $25K | — | SOLD |
| 979 | SPUC | SIMPLIFY EXCHANGE TRADED FUN | — | 500 | $25K | — | SOLD |
| 980 | NPO | ENPRO INC | Industrials | 111 | $25K | — | 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%