test

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
TLHIshares Tr
Recent Activity
Decreased -7.37%
0.17%
$6.894M
63,057 shares@ $109.34 avg price
DGROIshares Tr
Recent Activity
Decreased -4.65%
0.16%
$6.562M
104,668 shares@ $62.69 avg price
SCHQSchwab Strategic Tr
Recent Activity
Decreased -5.4%
0.16%
$6.43M
183,757 shares@ $34.99 avg price
ROBOExchange Traded Concepts Tru
Recent Activity
Decreased -2.43%
0.16%
$6.296M
110,321 shares@ $57.07 avg price
CIIBlackrock Enhancd Cap &inm
Recent Activity
Decreased -0.52%
0.16%
$6.282M
319,029 shares@ $19.7 avg price
SNSRGlobal X Fds
Recent Activity
Decreased -1.77%
0.15%
$5.959M
171,518 shares@ $34.75 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -3.62%
0.13%
$5.246M
40,923 shares@ $128.2 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -1.69%
0.13%
$5.246M
88,597 shares@ $59.21 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -0.81%
0.13%
$5.205M
8,904 shares@ $584.57 avg price
KJANInnovator Etfs Trust
Recent Activity
Decreased -1.97%
0.13%
$5.159M
139,160 shares@ $37.07 avg price