Portfolio (Quarterly)
Guide ↗
PRINCIPAL SECURITIES, INC.
· CIK 0000012600| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1741 | — | CIVITAS RESOURCES INC | — | 107 | $3K | — | SOLD |
| 1742 | ABM | ABM INDS INC | Industrials | 75 | $3K | — | SOLD |
| 1743 | UPST | UPSTART HLDGS INC | Financial Services | 68 | $3K | — | SOLD |
| 1744 | RAAX | VANECK ETF TRUST | — | 100 | $3K | — | SOLD |
| 1745 | OCFC | OCEANFIRST FINL CORP | Financial Services | 196 | $3K | — | SOLD |
| 1746 | VFF | VILLAGE FARMS INTL INC | Consumer Defensive | 1,100 | $3K | — | SOLD |
| 1747 | KBWB | INVESCO EXCH TRADED FD TR II | — | 44 | $3K | — | SOLD |
| 1748 | OLN | OLIN CORP | Basic Materials | 137 | $3K | — | SOLD |
| 1749 | VAL | VALARIS LTD | Energy | 70 | $3K | — | SOLD |
| 1750 | VVV | VALVOLINE INC | Energy | 95 | $3K | — | SOLD |
| 1751 | BMED | BLACKROCK ETF TRUST | — | 127 | $3K | — | SOLD |
| 1752 | ENPH | ENPHASE ENERGY INC | Energy | 96 | $3K | — | SOLD |
| 1753 | ESPO | VANECK ETF TRUST | — | 28 | $3K | — | SOLD |
| 1754 | — | SEADRILL LTD | — | 112 | $3K | — | SOLD |
| 1755 | ALKS | ALKERMES PLC | Healthcare | 112 | $3K | — | SOLD |
| 1756 | PSK | SPDR SERIES TRUST | — | 101 | $3K | — | SOLD |
| 1757 | — | VIMEO INC | — | 431 | $3K | — | SOLD |
| 1758 | ADT | ADT INC DEL | Industrials | 383 | $3K | — | SOLD |
| 1759 | CRNX | CRINETICS PHARMACEUTICALS IN | Healthcare | 80 | $3K | — | SOLD |
| 1760 | — | VEON LTD | — | 61 | $3K | — | 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%