Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1481 | AA | ALCOA CORP | Basic Materials | 239 | $8K | — | SOLD |
| 1482 | RKT | ROCKET COS INC | Financial Services | 403 | $8K | — | SOLD |
| 1483 | WF | WOORI FINL GROUP INC | Financial Services | 139 | $8K | — | SOLD |
| 1484 | DIOD | DIODES INC | Technology | 146 | $8K | — | SOLD |
| 1485 | FFBC | FIRST FINL BANCORP OH | Financial Services | 307 | $8K | — | SOLD |
| 1486 | LEVI | LEVI STRAUSS &CO NEW | Consumer Cyclical | 332 | $8K | — | SOLD |
| 1487 | — | INNOVATOR ETFS TRUST | — | 308 | $8K | — | SOLD |
| 1488 | OTTR | OTTER TAIL CORP | Utilities | 94 | $8K | — | SOLD |
| 1489 | SRVR | PACER FDS TR | — | 242 | $8K | — | SOLD |
| 1490 | LTPZ | PIMCO ETF TR | — | 144 | $8K | — | SOLD |
| 1491 | KBWP | INVESCO EXCH TRADED FD TR II | — | 62 | $8K | — | SOLD |
| 1492 | DWM | WISDOMTREE TR | — | 115 | $8K | — | SOLD |
| 1493 | FOXY | SIMPLIFY EXCHANGE TRADED FUN | — | 275 | $8K | — | SOLD |
| 1494 | EWO | ISHARES INC | — | 244 | $8K | — | SOLD |
| 1495 | CBZ | CBIZ INC | Industrials | 142 | $8K | — | SOLD |
| 1496 | GXO | GXO LOGISTICS INCORPORATED | Industrials | 142 | $8K | — | SOLD |
| 1497 | RCI | ROGERS COMMUNICATIONS INC | Communication Services | 217 | $7K | — | SOLD |
| 1498 | PRGS | PROGRESS SOFTWARE CORP | Technology | 170 | $7K | — | SOLD |
| 1499 | WSC | WILLSCOT HLDGS CORP | Industrials | 353 | $7K | — | SOLD |
| 1500 | TESL | SIMPLIFY EXCHANGE TRADED FUN | — | 250 | $7K | — | 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%