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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
IWXIshares Tr
Recent Activity
New Position
0.69%
$28.198M
346,962 shares@ $81.28 avg price
CLOIVaneck Etf Trust
Recent Activity
New Position
0.09%
$3.585M
67,582 shares@ $53.04 avg price
ZJULInnovator Etfs Trust
Recent Activity
New Position
0.07%
$2.706M
101,039 shares@ $26.78 avg price
CGSMCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.04%
$1.34M
51,034 shares@ $26.27 avg price
SVOLSimplify Exchange Traded Fun
Recent Activity
New Position
0.04%
$1.316M
59,946 shares@ $21.96 avg price
CGDGCapital Group Dividend Growe
Recent Activity
New Position
0.02%
$820,992
26,725 shares@ $30.72 avg price
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.02%
$578,037
2,911 shares@ $198.57 avg price
TELTe Connectivity Plc
Recent Activity
New Position
0.02%
$466,710
3,091 shares@ $150.99 avg price
AGOXStarboard Invt Tr
Recent Activity
New Position
0.01%
$407,859
14,136 shares@ $28.86 avg price
DFICDimensional Etf Trust
Recent Activity
New Position
0.01%
$359,123
12,762 shares@ $28.15 avg price