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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
CLIPGlobal X Fds
Recent Activity
New Position
0.01%
$200,799
1,998 shares@ $100.5 avg price
MTBASimplify Exchange Traded Fun
Recent Activity
New Position
0.01%
$181,158
3,519 shares@ $51.48 avg price
AVLVAmerican Centy Etf Tr
Recent Activity
New Position
0.01%
$155,688
2,365 shares@ $65.84 avg price
MCHMatthews Asia Fds
Recent Activity
New Position
0.01%
$139,312
5,670 shares@ $24.58 avg price
DFEMDimensional Etf Trust
Recent Activity
New Position
0.01%
$132,333
4,701 shares@ $28.15 avg price
MMITNew York Life Invts Active E
Recent Activity
New Position
0.01%
$126,641
5,148 shares@ $24.61 avg price
INCMFranklin Templeton Etf Tr
Recent Activity
New Position
0.01%
$116,195
4,275 shares@ $27.19 avg price
BOXXEa Series Trust
Recent Activity
New Position
0.01%
$108,930
1,000 shares@ $108.93 avg price
AJULInnovator Etfs Trust
Recent Activity
New Position
0.01%
$94,255
3,500 shares@ $26.93 avg price
SIRISiriusxm Holdings Inc
Recent Activity
New Position
0.01%
$81,987
3,467 shares@ $23.65 avg price