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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
SPLGSpdr Ser Tr
Recent Activity
Increased 11.86%
1.16%
$47.758M
707,417 shares@ $67.52 avg price
AAPLApple Inc
Recent Activity
Increased 11.82%
1.15%
$47.271M
202,881 shares@ $233.01 avg price
IGPrincipal Exchange Traded Fd
Recent Activity
Increased 7.25%
1.06%
$43.53M
2.034M shares@ $21.41 avg price
PYPrincipal Exchange Traded Fd
Recent Activity
Increased 2.63%
1.03%
$42.379M
846,030 shares@ $50.1 avg price
GSIEGoldman Sachs Etf Tr
Recent Activity
Increased 1.73%
0.95%
$38.949M
1.077M shares@ $36.17 avg price
TIPIshares Tr
Recent Activity
Increased 4.48%
0.93%
$38.362M
347,263 shares@ $110.47 avg price
NVDANvidia Corporation
Recent Activity
Increased 8.11%
0.92%
$37.989M
312,821 shares@ $121.45 avg price
IJRIshares Tr
Recent Activity
Increased 20.72%
0.84%
$34.599M
295,818 shares@ $116.97 avg price
IEMGIshares Inc
Recent Activity
Increased 4.75%
0.81%
$33.465M
582,908 shares@ $57.42 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 113776.3%
0.79%
$32.505M
614,932 shares@ $52.86 avg price