Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1601 | HMN | HORACE MANN EDUCATORS CORP N | Financial Services | 122 | $6K | — | SOLD |
| 1602 | HTD | HANCOCK JOHN TAX-ADVANTAGED | Financial Services | 222 | $6K | — | SOLD |
| 1603 | SWX | SOUTHWEST GAS HLDGS INC | Utilities | 70 | $5K | — | SOLD |
| 1604 | IBDX | ISHARES TR | — | 214 | $5K | — | SOLD |
| 1605 | KRMA | GLOBAL X FDS | — | 127 | $5K | — | SOLD |
| 1606 | IFEB | INNOVATOR ETFS TRUST | — | 185 | $5K | — | SOLD |
| 1607 | BFH | BREAD FINANCIAL HOLDINGS INC | Financial Services | 97 | $5K | — | SOLD |
| 1608 | PFFV | GLOBAL X FDS | — | 234 | $5K | — | SOLD |
| 1609 | DEUS | DBX ETF TR | — | 93 | $5K | — | SOLD |
| 1610 | ACVA | ACV AUCTIONS INC | Consumer Cyclical | 544 | $5K | — | SOLD |
| 1611 | — | JAMES HARDIE INDS PLC | — | 280 | $5K | — | SOLD |
| 1612 | ABG | ASBURY AUTOMOTIVE GROUP INC | Consumer Cyclical | 22 | $5K | — | SOLD |
| 1613 | NIO | NIO INC | Consumer Cyclical | 705 | $5K | — | SOLD |
| 1614 | NFRA | FLEXSHARES TR | — | 85 | $5K | — | SOLD |
| 1615 | PRVA | PRIVIA HEALTH GROUP INC | Healthcare | 213 | $5K | — | SOLD |
| 1616 | AEO | AMERICAN EAGLE OUTFITTERS IN | Consumer Cyclical | 310 | $5K | — | SOLD |
| 1617 | PHDG | INVESCO ACTIVELY MANAGED EXC | — | 142 | $5K | — | SOLD |
| 1618 | THRM | GENTHERM INC | Consumer Cyclical | 155 | $5K | — | SOLD |
| 1619 | AESI | ATLAS ENERGY SOLUTIONS INC | Energy | 462 | $5K | — | SOLD |
| 1620 | MAGA | ETF SER SOLUTIONS | — | 100 | $5K | — | 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%