Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1321 | HQL | ABRDN LIFE SCIENCES INVESTOR | Financial Services | 768 | $12K | — | SOLD |
| 1322 | CRAI | CRA INTL INC | Industrials | 57 | $12K | — | SOLD |
| 1323 | TEM | TEMPUS AI INC | Healthcare | 146 | $12K | — | SOLD |
| 1324 | SPXC | SPX TECHNOLOGIES INC | Industrials | 63 | $12K | — | SOLD |
| 1325 | VBF | INVESCO BD FD | Financial Services | 743 | $12K | — | SOLD |
| 1326 | KOS | KOSMOS ENERGY LTD | Energy | 7,060 | $12K | — | SOLD |
| 1327 | MGEE | MGE ENERGY INC | Utilities | 139 | $12K | — | SOLD |
| 1328 | NYT | NEW YORK TIMES CO | Communication Services | 204 | $12K | — | SOLD |
| 1329 | AHRT | ARMADA HOFFLER PPTYS INC | Financial Services | 1,668 | $12K | — | SOLD |
| 1330 | UTZ | UTZ BRANDS INC | Consumer Defensive | 961 | $12K | — | SOLD |
| 1331 | — | FIRST TR EXCHNG TRADED FD VI | — | 500 | $12K | — | SOLD |
| 1332 | SIXH | EXCHANGE TRADED CONCEPTS TRU | — | 299 | $12K | — | SOLD |
| 1333 | FLTB | FIDELITY MERRIMACK STR TR | — | 227 | $12K | — | SOLD |
| 1334 | NSIT | INSIGHT ENTERPRISES INC | Technology | 101 | $11K | — | SOLD |
| 1335 | SAIL | SAILPOINT INC | Technology | 517 | $11K | — | SOLD |
| 1336 | CSGS | CSG SYS INTL INC | Technology | 177 | $11K | — | SOLD |
| 1337 | VPL | VANGUARD INTL EQUITY INDEX F | — | 130 | $11K | — | SOLD |
| 1338 | LKFN | LAKELAND FINL CORP | Financial Services | 177 | $11K | — | SOLD |
| 1339 | — | FIRST TR EXCHNG TRADED FD VI | — | 350 | $11K | — | SOLD |
| 1340 | PXH | INVESCO EXCH TRADED FD TR II | — | 445 | $11K | — | 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%