Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 981 | DFUS | DIMENSIONAL ETF TRUST | — | 346 | $25K | — | SOLD |
| 982 | BNDW | VANGUARD SCOTTSDALE FDS | — | 358 | $25K | — | SOLD |
| 983 | NANR | SPDR INDEX SHS FDS | — | 386 | $25K | — | SOLD |
| 984 | IAI | ISHARES TR | — | 141 | $25K | — | SOLD |
| 985 | PAA | PLAINS ALL AMERN PIPELINE L | Energy | 1,455 | $25K | — | SOLD |
| 986 | — | FEDERATED HERMES INC | — | 477 | $25K | — | SOLD |
| 987 | GREK | GLOBAL X FDS | — | 384 | $25K | — | SOLD |
| 988 | ATKR | ATKORE INC | Industrials | 394 | $25K | — | SOLD |
| 989 | IDYA | IDEAYA BIOSCIENCES INC | Healthcare | 908 | $25K | — | SOLD |
| 990 | — | TELEFONICA S A | — | 4,863 | $25K | — | SOLD |
| 991 | THYF | T ROWE PRICE ETF INC | — | 470 | $25K | — | SOLD |
| 992 | FRT | FEDERAL RLTY INVT TR NEW | Real Estate | 243 | $25K | — | SOLD |
| 993 | BCPC | BALCHEM CORP | Basic Materials | 164 | $25K | — | SOLD |
| 994 | FYC | FIRST TR EXCHANGE-TRADED ALP | — | 271 | $25K | — | SOLD |
| 995 | DRSK | ETF SER SOLUTIONS | — | 849 | $24K | — | SOLD |
| 996 | BELFB | BEL FUSE INC | Technology | 173 | $24K | — | SOLD |
| 997 | CUBI | CUSTOMERS BANCORP INC | Financial Services | 373 | $24K | — | SOLD |
| 998 | FXG | FIRST TR EXCHANGE TRADED FD | — | 389 | $24K | — | SOLD |
| 999 | EWP | ISHARES INC | — | 492 | $24K | — | SOLD |
| 1000 | TDTT | FLEXSHARES TR | — | 1,000 | $24K | — | 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%