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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
VHTVanguard World Fd
Recent Activity
Decreased -0.67%
0.27%
$11.136M
39,461 shares@ $282.2 avg price
TSLATesla Inc
Recent Activity
Decreased -3.32%
0.26%
$10.688M
40,851 shares@ $261.63 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -3.74%
0.26%
$10.411M
18,145 shares@ $573.78 avg price
SCHDSchwab Strategic Tr
Recent Activity
Decreased -7.65%
0.23%
$9.412M
111,344 shares@ $84.54 avg price
EFAVIshares Tr
Recent Activity
Decreased -9.04%
0.23%
$9.146M
119,248 shares@ $76.7 avg price
USMVIshares Tr
Recent Activity
Decreased -17.4%
0.22%
$8.749M
95,820 shares@ $91.32 avg price
BBJPJ P Morgan Exchange Traded F
Recent Activity
Decreased -54.34%
0.2%
$8.166M
137,748 shares@ $59.28 avg price
CRMSalesforce Inc
Recent Activity
Decreased -23.32%
0.19%
$7.503M
27,411 shares@ $273.72 avg price
IGFIshares Tr
Recent Activity
Decreased -1.81%
0.19%
$7.458M
137,014 shares@ $54.43 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.44%
0.18%
$7.091M
7,999 shares@ $886.53 avg price