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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
NAPRInnovator Etfs Trust
Recent Activity
Decreased -9.14%
0.13%
$5.108M
105,022 shares@ $48.64 avg price
SMHVaneck Etf Trust
Recent Activity
Decreased -6.33%
0.13%
$5.027M
20,480 shares@ $245.46 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -1.2%
0.12%
$4.802M
105,951 shares@ $45.32 avg price
TDGTransdigm Group Inc
Recent Activity
Decreased -0.74%
0.12%
$4.763M
3,337 shares@ $1427.3 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -17.73%
0.12%
$4.593M
58,362 shares@ $78.7 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -41.97%
0.11%
$4.541M
27,679 shares@ $164.08 avg price
PEPPepsico Inc
Recent Activity
Decreased -10.21%
0.11%
$4.373M
25,715 shares@ $170.05 avg price
PREFPrincipal Exchange Traded Fd
Recent Activity
Decreased -50.73%
0.1%
$4.124M
219,259 shares@ $18.81 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Decreased -5.8%
0.1%
$4.011M
14,299 shares@ $280.48 avg price
PGRProgressive Corp
Recent Activity
Decreased -1.96%
0.1%
$3.932M
15,494 shares@ $253.76 avg price