Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1641 | SPHB | INVESCO EXCH TRADED FD TR II | — | 45 | $5K | — | SOLD |
| 1642 | ZION | ZIONS BANCORPORATION N A | Financial Services | 87 | $5K | — | SOLD |
| 1643 | — | CHARGEPOINT HOLDINGS INC | — | 450 | $5K | — | SOLD |
| 1644 | TTGT | TECHTARGET INC | Communication Services | 842 | $5K | — | SOLD |
| 1645 | RR | RICHTECH ROBOTICS INC | Industrials | 1,129 | $5K | — | SOLD |
| 1646 | TE | T1 ENERGY INC | Industrials | 2,216 | $5K | — | SOLD |
| 1647 | XSD | SPDR SERIES TRUST | — | 15 | $5K | — | SOLD |
| 1648 | ERTH | INVESCO EXCHANGE TRADED FD T | — | 100 | $5K | — | SOLD |
| 1649 | PRKS | UNITED PARKS &RESORTS INC | Consumer Cyclical | 92 | $5K | — | SOLD |
| 1650 | — | SOUTHSTATE BK CORP | — | 48 | $5K | — | SOLD |
| 1651 | FLO | FLOWERS FOODS INC | Consumer Defensive | 361 | $5K | — | SOLD |
| 1652 | PFSI | PENNYMAC FINL SVCS INC NEW | Financial Services | 38 | $5K | — | SOLD |
| 1653 | AMBA | AMBARELLA INC | Technology | 57 | $5K | — | SOLD |
| 1654 | CSMD | PROFESIONALLY MANAGED PORTFO | — | 141 | $5K | — | SOLD |
| 1655 | DRIV | GLOBAL X FDS | — | 165 | $5K | — | SOLD |
| 1656 | HSTM | HEALTHSTREAM INC | Healthcare | 165 | $5K | — | SOLD |
| 1657 | CRCL | CIRCLE INTERNET GROUP INC | Financial Services | 35 | $5K | — | SOLD |
| 1658 | GIB | CGI INC | Technology | 52 | $5K | — | SOLD |
| 1659 | IPAY | AMPLIFY ETF TR | — | 81 | $5K | — | SOLD |
| 1660 | TNDM | TANDEM DIABETES CARE INC | Healthcare | 381 | $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%