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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
YLDPrincipal Exchange Traded Fd
Recent Activity
Increased 89.44%
0.35%
$14.292M
731,823 shares@ $19.53 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 8.87%
0.34%
$13.872M
23,726 shares@ $584.68 avg price
MAMastercard Incorporated
Recent Activity
Increased 4.47%
0.34%
$13.679M
27,701 shares@ $493.8 avg price
VOXVanguard World Fd
Recent Activity
Increased 8.34%
0.33%
$13.58M
93,403 shares@ $145.39 avg price
HYGIshares Tr
Recent Activity
Increased 39.06%
0.33%
$13.559M
168,860 shares@ $80.3 avg price
SIZEIshares Tr
Recent Activity
Increased 2.03%
0.33%
$13.506M
90,770 shares@ $148.8 avg price
LLYEli Lilly &co
Recent Activity
Increased 7.26%
0.33%
$13.457M
15,189 shares@ $885.97 avg price
IQLTIshares Tr
Recent Activity
Increased 1.88%
0.32%
$13.065M
314,888 shares@ $41.5 avg price
GIGBGoldman Sachs Etf Tr
Recent Activity
Increased 0.46%
0.32%
$12.938M
273,406 shares@ $47.32 avg price
VXFVanguard Index Fds
Recent Activity
Decreased -2.62%
0.32%
$12.924M
71,017 shares@ $182.0 avg price