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Thomas Drogan

@Principal Securities, Inc.

Latest period2024 - Q3ReportedManaged Assets$4.135BTotal holdings3452
Assets growth rate13.97%Assets growth rate (2-Q avg)13.5%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Principal Securities, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3452 positions.

Assets under management

The assets under management (AUM) of Principal Securities, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.135B in assets, with a quarterly growth rate of 13.97% and a 2-quarter average growth rate of 13.5%. The portfolio is managed by Thomas Drogan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -12.22%
2.47%
$102.003M
176,837 shares@ $576.83 avg price
IWBIshares Tr
Recent Activity
Decreased -0.27%
1.22%
$50.37M
160,217 shares@ $314.39 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -1.98%
0.77%
$31.704M
111,964 shares@ $283.17 avg price
IUSVIshares Tr
Recent Activity
Decreased -1.1%
0.75%
$30.799M
322,535 shares@ $95.49 avg price
GCORGoldman Sachs Etf Tr
Recent Activity
Decreased -3.16%
0.73%
$29.871M
702,848 shares@ $42.51 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -5.21%
0.62%
$25.343M
44,272 shares@ $572.44 avg price
VXFVanguard Index Fds
Recent Activity
Decreased -2.62%
0.32%
$12.924M
71,017 shares@ $182.0 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -4.29%
0.29%
$11.929M
206,271 shares@ $57.84 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Decreased -3.23%
0.29%
$11.912M
142,232 shares@ $83.75 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.93%
0.28%
$11.327M
168,376 shares@ $67.28 avg price