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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
AVIVAmerican Centy Etf Tr
Recent Activity
New Position
0.01%
$72,756
1,296 shares@ $56.14 avg price
DFUVDimensional Etf Trust
Recent Activity
New Position
0.01%
$67,871
1,628 shares@ $41.69 avg price
AVESAmerican Centy Etf Tr
Recent Activity
New Position
0.01%
$61,942
1,188 shares@ $52.14 avg price
ZSEPInnovator Etfs Trust
Recent Activity
New Position
0.01%
$56,505
2,272 shares@ $24.88 avg price
AMTMAmentum Holdings Inc
Recent Activity
New Position
0.01%
$56,502
1,752 shares@ $32.25 avg price
VRIGInvesco Actively Managed Exc
Recent Activity
New Position
0.01%
$51,876
2,068 shares@ $25.09 avg price
CDXSimplify Exchange Traded Fun
Recent Activity
New Position
0.01%
$48,328
2,036 shares@ $23.74 avg price
ZAUGInnovator Etfs Trust
Recent Activity
New Position
0.01%
$46,166
1,872 shares@ $24.67 avg price
GMFSpdr Index Shs Fds
Recent Activity
New Position
0.01%
$38,202
310 shares@ $123.24 avg price
LINELineage Inc
Recent Activity
New Position
0.01%
$36,368
464 shares@ $78.38 avg price