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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
WKCWorld Kinect Corporation
Recent Activity
Exited
0%
$4,412
171 shares@ $25.81 avg price
SIRISirius Xm Holdings Inc
Recent Activity
Exited
0%
$4,238
1,497 shares@ $2.84 avg price
PTHInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$3,738
87 shares@ $42.97 avg price
CLNEClean Energy Fuels Corp
Recent Activity
Exited
0%
$3,738
1,400 shares@ $2.67 avg price
PFDFlaherty &crumrine Pfd Inco
Recent Activity
Exited
0%
$3,466
332 shares@ $10.44 avg price
ORNOrion Group Hldgs Inc
Recent Activity
Exited
0%
$3,424
360 shares@ $9.52 avg price
MJAmplify Etf Tr
Recent Activity
Exited
0%
$3,320
1,000 shares@ $3.32 avg price
CENTACentral Garden &pet Co
Recent Activity
Exited
0%
$3,303
100 shares@ $33.03 avg price
BLMNBloomin Brands Inc
Recent Activity
Exited
0%
$3,058
159 shares@ $19.24 avg price
XISEFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$3,057
100 shares@ $30.57 avg price