Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1661 | MHO | M/I HOMES INC | Consumer Cyclical | 32 | $5K | — | SOLD |
| 1662 | LCID | LUCID GROUP INC | Consumer Cyclical | 194 | $5K | — | SOLD |
| 1663 | SPGM | SPDR INDEX SHS FDS | — | 61 | $5K | — | SOLD |
| 1664 | SHC | SOTERA HEALTH CO | Healthcare | 290 | $5K | — | SOLD |
| 1665 | OLMA | OLEMA PHARMACEUTICALS INC | Healthcare | 466 | $5K | — | SOLD |
| 1666 | — | FIRST TR EXCHNG TRADED FD VI | — | 200 | $5K | — | SOLD |
| 1667 | JETS | ETF SER SOLUTIONS | — | 185 | $5K | — | SOLD |
| 1668 | ABSI | ABSCI CORPORATION | Healthcare | 1,500 | $5K | — | SOLD |
| 1669 | LITE | LUMENTUM HLDGS INC | Technology | 28 | $5K | — | SOLD |
| 1670 | REYN | REYNOLDS CONSUMER PRODS INC | Consumer Cyclical | 186 | $5K | — | SOLD |
| 1671 | FIGR | FIGURE TECHNOLOGY SOLUTIO | Financial Services | 125 | $5K | — | SOLD |
| 1672 | GINN | GOLDMAN SACHS ETF TR | — | 61 | $5K | — | SOLD |
| 1673 | FRPT | FRESHPET INC | Consumer Defensive | 82 | $5K | — | SOLD |
| 1674 | BUZZ | VANECK ETF TRUST | — | 125 | $4K | — | SOLD |
| 1675 | WUGI | INVESTMENT MANAGERS SER TR I | — | 50 | $4K | — | SOLD |
| 1676 | NTCT | NETSCOUT SYS INC | Technology | 172 | $4K | — | SOLD |
| 1677 | — | INNOVATOR ETFS TRUST | — | 162 | $4K | — | SOLD |
| 1678 | PACS | PACS GROUP INC | Financial Services | 321 | $4K | — | SOLD |
| 1679 | HASI | HA SUSTAINABLE INFRA CAP INC | Financial Services | 143 | $4K | — | SOLD |
| 1680 | FXH | FIRST TR EXCHANGE TRADED FD | — | 40 | $4K | — | 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%