Thomas Drogan

@Principal Securities, Inc.

Latest period2024 - Q3

Reported2mo 22d ago

Managed Assets$4.135B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DOGGFirst Tr Exchange-traded Fd Recent Activity Exited	0%	$38,097 1,927 shares@ $19.78 avg price	Exited
PDXPimco Dynamic Income Strateg Recent Activity Exited	0%	$32,596 1,463 shares@ $22.29 avg price	Exited
TLSTelos Corp Md Recent Activity Exited	0%	$31,432 7,819 shares@ $4.02 avg price	Exited
HYDBIshares Tr Recent Activity Exited	0%	$30,790 663 shares@ $46.45 avg price	Exited
XPMFXPimco Mun Income Fd Recent Activity Exited	0%	$30,757 3,354 shares@ $9.18 avg price	Exited
USDUWisdomtree Tr Recent Activity Exited	0%	$25,058 925 shares@ $27.09 avg price	Exited
FHIFederated Hermes Inc Recent Activity Exited	0%	$24,989 760 shares@ $32.89 avg price	Exited
EMHYIshares Inc Recent Activity Exited	0%	$24,527 662 shares@ $37.05 avg price	Exited
SPHBInvesco Exch Traded Fd Tr Ii Recent Activity Exited	0%	$24,406 289 shares@ $84.45 avg price	Exited
PLABPhotronics Inc Recent Activity Exited	0%	$23,905 969 shares@ $24.67 avg price	Exited