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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
PWSCPowerschool Holdings Inc
Recent Activity
Exited
0%
$110,024
4,914 shares@ $22.39 avg price
HLHecla Mng Co
Recent Activity
Exited
0%
$87,300
18,000 shares@ $4.85 avg price
MNAIndexiq Etf Tr
Recent Activity
Exited
0%
$82,887
2,623 shares@ $31.61 avg price
BGTBlackrock Floating Rate Inc
Recent Activity
Exited
0%
$81,447
6,383 shares@ $12.76 avg price
NMZNuveen Mun High Income Oppor
Recent Activity
Exited
0%
$75,530
7,000 shares@ $10.79 avg price
AUAnglogold Ashanti Plc
Recent Activity
Exited
0%
$75,390
3,000 shares@ $25.13 avg price
WIREEncore Wire Corp
Recent Activity
Exited
0%
$63,763
220 shares@ $289.84 avg price
BATRKLiberty Media Corp Del
Recent Activity
Exited
0%
$59,743
2,696 shares@ $22.16 avg price
STPZPimco Etf Tr
Recent Activity
Exited
0%
$47,354
917 shares@ $51.65 avg price
MMUWestern Asset Managed Muns F
Recent Activity
Exited
0%
$43,956
4,247 shares@ $10.35 avg price