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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
VTIVanguard Index Fds
Recent Activity
Decreased -1.98%
0.77%
$31.704M
111,964 shares@ $283.17 avg price
IUSVIshares Tr
Recent Activity
Decreased -1.1%
0.75%
$30.799M
322,535 shares@ $95.49 avg price
IVWIshares Tr
Recent Activity
Increased 8.38%
0.75%
$30.787M
321,536 shares@ $95.75 avg price
IXUSIshares Tr
Recent Activity
Increased 13.57%
0.73%
$30.149M
415,109 shares@ $72.63 avg price
GCORGoldman Sachs Etf Tr
Recent Activity
Decreased -3.16%
0.73%
$29.871M
702,848 shares@ $42.51 avg price
SPMOInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 10.33%
0.71%
$29.173M
321,860 shares@ $90.65 avg price
IWXIshares Tr
Recent Activity
New Position
0.69%
$28.198M
346,962 shares@ $81.28 avg price
SPTLSpdr Ser Tr
Recent Activity
Increased 31.64%
0.63%
$25.912M
891,373 shares@ $29.07 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -5.21%
0.62%
$25.343M
44,272 shares@ $572.44 avg price
IVEIshares Tr
Recent Activity
Increased 6.33%
0.61%
$25.041M
127,004 shares@ $197.18 avg price