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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
PSNParsons Corp Del
Recent Activity
Exited
0%
$11,290
138 shares@ $81.82 avg price
BULPacer Fds Tr
Recent Activity
Exited
0%
$11,032
260 shares@ $42.44 avg price
SLXVaneck Etf Trust
Recent Activity
Exited
0%
$9,993
150 shares@ $66.62 avg price
VSHVishay Intertechnology Inc
Recent Activity
Exited
0%
$9,522
427 shares@ $22.3 avg price
DOCNDigitalocean Hldgs Inc
Recent Activity
Exited
0%
$9,244
266 shares@ $34.76 avg price
AVAVAerovironment Inc
Recent Activity
Exited
0%
$9,108
50 shares@ $182.16 avg price
DRIVGlobal X Fds
Recent Activity
Exited
0%
$8,222
350 shares@ $23.5 avg price
XBXMXNuveen S&p 500 Buy-write Inc
Recent Activity
Exited
0%
$8,073
598 shares@ $13.5 avg price
CALCaleres Inc
Recent Activity
Exited
0%
$7,358
219 shares@ $33.6 avg price
RDNTRadnet Inc
Recent Activity
Exited
0%
$7,306
124 shares@ $58.92 avg price