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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
VEAVanguard Tax-managed Fds
Recent Activity
Increased 6.94%
0.47%
$19.235M
364,228 shares@ $52.82 avg price
QYLDGlobal X Fds
Recent Activity
Increased 2.34%
0.46%
$18.978M
1.052M shares@ $18.04 avg price
IUSGIshares Tr
Recent Activity
Increased 1.84%
0.44%
$18.195M
137,931 shares@ $131.92 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 3.94%
0.44%
$18.189M
39,519 shares@ $460.27 avg price
VVisa Inc
Recent Activity
Increased 9.73%
0.44%
$17.954M
65,300 shares@ $274.96 avg price
XYLDGlobal X Fds
Recent Activity
Increased 2.97%
0.41%
$16.953M
408,501 shares@ $41.5 avg price
GOOGAlphabet Inc
Recent Activity
Increased 4.31%
0.41%
$16.678M
99,755 shares@ $167.19 avg price
JPMJpmorgan Chase &co.
Recent Activity
Increased 8.44%
0.38%
$15.402M
73,045 shares@ $210.87 avg price
XETYXEaton Vance Tax-managed Dive
Recent Activity
Increased 2.9%
0.37%
$15.176M
1.036M shares@ $14.66 avg price
EWUIshares Tr
Recent Activity
Increased 5.24%
0.37%
$14.954M
399,740 shares@ $37.42 avg price