Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1121 | FLR | FLUOR CORP NEW | Industrials | 431 | $18K | — | SOLD |
| 1122 | BE | BLOOM ENERGY CORP | Industrials | 214 | $18K | — | SOLD |
| 1123 | FICS | FIRST TR EXCHANGE TRADED FD | — | 474 | $18K | — | SOLD |
| 1124 | — | ISHARES TR | — | 428 | $18K | — | SOLD |
| 1125 | EPI | WISDOMTREE TR | — | 408 | $18K | — | SOLD |
| 1126 | NHI | NATIONAL HEALTH INVS INC | Real Estate | 226 | $18K | — | SOLD |
| 1127 | — | DAYFORCE INC | — | 260 | $18K | — | SOLD |
| 1128 | KBE | SPDR SERIES TRUST | — | 300 | $18K | — | SOLD |
| 1129 | ETHO | AMPLIFY ETF TR | — | 279 | $18K | — | SOLD |
| 1130 | JOE | ST JOE CO | Real Estate | 359 | $18K | — | SOLD |
| 1131 | BHF | BRIGHTHOUSE FINL INC | Financial Services | 334 | $18K | — | SOLD |
| 1132 | ATI | ATI INC | Industrials | 217 | $18K | — | SOLD |
| 1133 | NNE | NANO NUCLEAR ENERGY INC | Industrials | 457 | $18K | — | SOLD |
| 1134 | EAT | BRINKER INTL INC | Consumer Cyclical | 139 | $18K | — | SOLD |
| 1135 | GAP | GAP INC | Consumer Cyclical | 823 | $18K | — | SOLD |
| 1136 | MTDR | MATADOR RES CO | Energy | 391 | $18K | — | SOLD |
| 1137 | FORM | FORMFACTOR INC | Technology | 482 | $18K | — | SOLD |
| 1138 | — | GLOBUS MED INC | — | 306 | $18K | — | SOLD |
| 1139 | CPNG | COUPANG INC | Consumer Cyclical | 544 | $18K | — | SOLD |
| 1140 | MEAR | ISHARES U S ETF TR | — | 345 | $17K | — | 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%