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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
OCTQInnovator Etfs Trust
Recent Activity
Exited
0%
$3.771M
157,617 shares@ $23.93 avg price
OCTJInnovator Etfs Trust
Recent Activity
Exited
0%
$3.474M
144,935 shares@ $23.98 avg price
OCTHInnovator Etfs Trust
Recent Activity
Exited
0%
$1.431M
59,503 shares@ $24.05 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$522,080
2,696 shares@ $193.65 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$415,939
2,765 shares@ $150.44 avg price
XAIFXApollo Tactical Income Fd In
Recent Activity
Exited
0%
$374,418
25,575 shares@ $14.64 avg price
HGLBHighland Global Allocation F
Recent Activity
Exited
0%
$348,172
46,238 shares@ $7.53 avg price
PAGSPagseguro Digital Ltd
Recent Activity
Exited
0%
$312,731
26,752 shares@ $11.7 avg price
7425⤦Principal Exchange Traded Fd
Recent Activity
Exited
0%
$239,221
6,563 shares@ $36.45 avg price
4643⤦Ishares U S Etf Tr
Recent Activity
Exited
0%
$121,045
1,980 shares@ $61.14 avg price