Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1201 | CRSP | CRISPR THERAPEUTICS AG | Healthcare | 241 | $16K | — | SOLD |
| 1202 | AB | ALLIANCEBERNSTEIN HLDG L P | Financial Services | 407 | $16K | — | SOLD |
| 1203 | CLH | CLEAN HARBORS INC | Industrials | 67 | $16K | — | SOLD |
| 1204 | IDCC | INTERDIGITAL INC | Technology | 45 | $16K | — | SOLD |
| 1205 | TDOC | TELADOC HEALTH INC | Healthcare | 2,000 | $15K | — | SOLD |
| 1206 | OGIG | ALPS ETF TR | — | 269 | $15K | — | SOLD |
| 1207 | RSPG | INVESCO EXCHANGE TRADED FD T | — | 193 | $15K | — | SOLD |
| 1208 | FITE | SPDR SERIES TRUST | — | 179 | $15K | — | SOLD |
| 1209 | — | AEGON LTD | — | 1,901 | $15K | — | SOLD |
| 1210 | QDEC | FIRST TR EXCHNG TRADED FD VI | — | 487 | $15K | — | SOLD |
| 1211 | KRG | KITE RLTY GROUP TR | Real Estate | 679 | $15K | — | SOLD |
| 1212 | — | THOMSON REUTERS CORP | — | 97 | $15K | — | SOLD |
| 1213 | TCBK | TRICO BANCSHARES | Financial Services | 339 | $15K | — | SOLD |
| 1214 | — | CSW INDUSTRIALS INC | — | 62 | $15K | — | SOLD |
| 1215 | TOTL | SSGA ACTIVE ETF TR | — | 371 | $15K | — | SOLD |
| 1216 | GRAB | GRAB HOLDINGS LIMITED | Technology | 2,495 | $15K | — | SOLD |
| 1217 | HCKT | HACKETT GROUP INC | Technology | 788 | $15K | — | SOLD |
| 1218 | EVER | EVERQUOTE INC | Communication Services | 654 | $15K | — | SOLD |
| 1219 | LVS | LAS VEGAS SANDS CORP | Consumer Cyclical | 278 | $15K | — | SOLD |
| 1220 | DUSA | DAVIS FUNDAMENTAL ETF TR | — | 312 | $15K | — | 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%