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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
AVGOBroadcom Inc
Recent Activity
Increased 1301.3%
0.27%
$11.163M
64,712 shares@ $172.5 avg price
VHTVanguard World Fd
Recent Activity
Decreased -0.67%
0.27%
$11.136M
39,461 shares@ $282.2 avg price
BKNGBooking Holdings Inc
Recent Activity
Increased 3.93%
0.27%
$11.05M
2,623 shares@ $4212.8 avg price
MBBIshares Tr
Recent Activity
Increased 35.65%
0.27%
$10.903M
113,795 shares@ $95.81 avg price
IUSBIshares Tr
Recent Activity
Increased 24.13%
0.27%
$10.884M
230,988 shares@ $47.13 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 0.09%
0.27%
$10.796M
135,939 shares@ $79.42 avg price
FNDESchwab Strategic Tr
Recent Activity
Increased 9.51%
0.27%
$10.762M
333,500 shares@ $32.27 avg price
TSLATesla Inc
Recent Activity
Decreased -3.32%
0.26%
$10.688M
40,851 shares@ $261.63 avg price
CMDYIshares U S Etf Tr
Recent Activity
Increased 7.63%
0.26%
$10.548M
211,557 shares@ $49.86 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -3.74%
0.26%
$10.411M
18,145 shares@ $573.78 avg price