Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1581 | RXST | RXSIGHT INC | Healthcare | 651 | $6K | — | SOLD |
| 1582 | CLM | CORNERSTONE STRATEGIC INVEST | Financial Services | 700 | $6K | — | SOLD |
| 1583 | BUFG | FIRST TR EXCHNG TRADED FD VI | — | 215 | $6K | — | SOLD |
| 1584 | KVYO | KLAVIYO INC | Technology | 209 | $6K | — | SOLD |
| 1585 | DRH | DIAMONDROCK HOSPITALITY CO | Real Estate | 726 | $6K | — | SOLD |
| 1586 | NEWT | NEWTEKONE INC | Financial Services | 500 | $6K | — | SOLD |
| 1587 | TU | TELUS CORPORATION | Communication Services | 358 | $6K | — | SOLD |
| 1588 | STXG | EA SERIES TRUST | — | 113 | $6K | — | SOLD |
| 1589 | GBX | GREENBRIER COS INC | Industrials | 122 | $6K | — | SOLD |
| 1590 | EQAL | INVESCO EXCH TRADED FD TR II | — | 108 | $6K | — | SOLD |
| 1591 | PAWZ | PROSHARES TR | — | 100 | $6K | — | SOLD |
| 1592 | — | PETROLEO BRASILEIRO SA PETRO | — | 474 | $6K | — | SOLD |
| 1593 | MIG | VANECK ETF TRUST | — | 257 | $6K | — | SOLD |
| 1594 | PCVX | VAXCYTE INC | Healthcare | 155 | $6K | — | SOLD |
| 1595 | AQN | ALGONQUIN PWR UTILS CORP | Utilities | 1,039 | $6K | — | SOLD |
| 1596 | KN | KNOWLES CORP | Technology | 238 | $6K | — | SOLD |
| 1597 | — | ZEEKR INTELLIGENT TECHNOLOGY | — | 182 | $6K | — | SOLD |
| 1598 | EWL | ISHARES INC | — | 100 | $6K | — | SOLD |
| 1599 | IGR | CBRE GBL REAL ESTATE INC FD | Financial Services | 1,076 | $6K | — | SOLD |
| 1600 | ERIE | ERIE INDTY CO | Financial Services | 17 | $6K | — | 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%