Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1041 | CRC | CALIFORNIA RES CORP | Energy | 411 | $22K | — | SOLD |
| 1042 | AMRX | AMNEAL PHARMACEUTICALS INC | Healthcare | 2,170 | $22K | — | SOLD |
| 1043 | PDBC | INVESCO ACTVELY MNGD ETC FD | — | 1,614 | $22K | — | SOLD |
| 1044 | CWAN | CLEARWATER ANALYTICS HLDGS I | Technology | 1,201 | $22K | — | SOLD |
| 1045 | PSMT | PRICESMART INC | Consumer Defensive | 178 | $22K | — | SOLD |
| 1046 | JHML | JOHN HANCOCK EXCHANGE TRADED | — | 275 | $22K | — | SOLD |
| 1047 | — | AVIDITY BIOSCIENCES INC | — | 491 | $21K | — | SOLD |
| 1048 | IBHI | ISHARES TR | — | 895 | $21K | — | SOLD |
| 1049 | FTXR | FIRST TR EXCHANGE TRADED FD | — | 606 | $21K | — | SOLD |
| 1050 | EWZ | ISHARES INC | — | 678 | $21K | — | SOLD |
| 1051 | — | STEELCASE INC | — | 1,221 | $21K | — | SOLD |
| 1052 | — | PGIM ROCK ETF TR | — | 803 | $21K | — | SOLD |
| 1053 | DIM | WISDOMTREE TR | — | 271 | $21K | — | SOLD |
| 1054 | LXFR | LUXFER HLDGS PLC | Industrials | 1,506 | $21K | — | SOLD |
| 1055 | DBE | INVESCO DB MULTI-SECTOR COMM | Financial Services | 1,100 | $21K | — | SOLD |
| 1056 | WPP | WPP PLC NEW | Communication Services | 835 | $21K | — | SOLD |
| 1057 | ARKG | ARK ETF TR | — | 753 | $21K | — | SOLD |
| 1058 | EIPI | FIRST TR EXCHNG TRADED FD VI | — | 1,051 | $21K | — | SOLD |
| 1059 | PRGO | PERRIGO CO PLC | Healthcare | 933 | $21K | — | SOLD |
| 1060 | TK | TEEKAY CORPORATION LTD | Energy | 2,540 | $21K | — | 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%