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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
VTVVanguard Index Fds
Recent Activity
Increased 21.16%
0.61%
$24.842M
142,304 shares@ $174.58 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 7.76%
0.6%
$24.521M
147,853 shares@ $165.86 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Increased 5.61%
0.58%
$23.876M
211,407 shares@ $112.95 avg price
VGLTVanguard Scottsdale Fds
Recent Activity
Increased 1.6%
0.56%
$22.966M
373,185 shares@ $61.54 avg price
HDVIshares Tr
Recent Activity
Increased 705.53%
0.55%
$22.613M
192,255 shares@ $117.62 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 8.02%
0.52%
$21.283M
283,355 shares@ $75.11 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.13%
0.51%
$20.845M
42,708 shares@ $488.08 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 28.64%
0.49%
$19.943M
335,113 shares@ $59.51 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 9.2%
0.48%
$19.813M
190,177 shares@ $104.18 avg price
PSETPrincipal Exchange Traded Fd
Recent Activity
Increased 3.67%
0.47%
$19.37M
272,169 shares@ $71.17 avg price