Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1701 | LXP | LXP INDUSTRIAL TRUST | Real Estate | 444 | $4K | — | SOLD |
| 1702 | OGN | ORGANON &CO | Healthcare | 370 | $4K | — | SOLD |
| 1703 | SFYF | TIDAL TRUST I | — | 72 | $4K | — | SOLD |
| 1704 | ZD | ZIFF DAVIS INC | Communication Services | 103 | $4K | — | SOLD |
| 1705 | EMO | CLEARBRIDGE ENERGY MIDSTRM O | Financial Services | 87 | $4K | — | SOLD |
| 1706 | TTMI | TTM TECHNOLOGIES INC | Technology | 68 | $4K | — | SOLD |
| 1707 | ZG | ZILLOW GROUP INC | — | 52 | $4K | — | SOLD |
| 1708 | JKS | JINKOSOLAR HLDG CO LTD | Energy | 160 | $4K | — | SOLD |
| 1709 | — | IRIDIUM COMMUNICATIONS INC | — | 220 | $4K | — | SOLD |
| 1710 | — | BLUE OWL CAPITAL CORPORATION | — | 300 | $4K | — | SOLD |
| 1711 | INN | SUMMIT HOTEL PPTYS INC | Real Estate | 690 | $4K | — | SOLD |
| 1712 | EFC | ELLINGTON FINANCIAL INC | Real Estate | 290 | $4K | — | SOLD |
| 1713 | LTC | LTC PPTYS INC | Real Estate | 102 | $4K | — | SOLD |
| 1714 | RVNU | DBX ETF TR | — | 151 | $4K | — | SOLD |
| 1715 | ARX | ACCELERANT HOLDINGS | Financial Services | 250 | $4K | — | SOLD |
| 1716 | UTMD | UTAH MED PRODS INC | Healthcare | 59 | $4K | — | SOLD |
| 1717 | IQDF | FLEXSHARES TR | — | 130 | $4K | — | SOLD |
| 1718 | FIZZ | NATIONAL BEVERAGE CORP | Consumer Defensive | 100 | $4K | — | SOLD |
| 1719 | PALL | ABRDN PALLADIUM ETF TRUST | Financial Services | 32 | $4K | — | SOLD |
| 1720 | GEMD | GOLDMAN SACHS ETF TR | — | 87 | $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%