Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1341 | BDIV | ETF SER SOLUTIONS | — | 500 | $11K | — | SOLD |
| 1342 | LCII | LCI INDS | Consumer Cyclical | 120 | $11K | — | SOLD |
| 1343 | IPO | RENAISSANCE CAP GREENWICH FD | — | 225 | $11K | — | SOLD |
| 1344 | SII | SPROTT INC | Financial Services | 134 | $11K | — | SOLD |
| 1345 | BCD | ABRDN ETFS | — | 324 | $11K | — | SOLD |
| 1346 | PHIN | PHINIA INC | Consumer Cyclical | 193 | $11K | — | SOLD |
| 1347 | SBET | SHARPLINK GAMING INC | Financial Services | 650 | $11K | — | SOLD |
| 1348 | CHWY | CHEWY INC | Consumer Cyclical | 272 | $11K | — | SOLD |
| 1349 | AZTA | AZENTA INC | Healthcare | 383 | $11K | — | SOLD |
| 1350 | — | OUTFRONT MEDIA INC | — | 600 | $11K | — | SOLD |
| 1351 | PTLC | PACER FDS TR | — | 200 | $11K | — | SOLD |
| 1352 | FDEV | FIDELITY COVINGTON TRUST | — | 330 | $11K | — | SOLD |
| 1353 | CHI | CALAMOS CONV OPPORTUNITIES & | Financial Services | 1,012 | $11K | — | SOLD |
| 1354 | XRAY | DENTSPLY SIRONA INC | Healthcare | 855 | $11K | — | SOLD |
| 1355 | CSM | PROSHARES TR | — | 142 | $11K | — | SOLD |
| 1356 | JACK | JACK IN THE BOX INC | Consumer Cyclical | 547 | $11K | — | SOLD |
| 1357 | VMD | VIEMED HEALTHCARE INC | Healthcare | 1,592 | $11K | — | SOLD |
| 1358 | — | ELME COMMUNITIES | — | 641 | $11K | — | SOLD |
| 1359 | LNC | LINCOLN NATL CORP IND | Financial Services | 267 | $11K | — | SOLD |
| 1360 | XTN | SPDR SERIES TRUST | — | 128 | $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%