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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
USMCPrincipal Exchange Traded Fd
Recent Activity
Increased 1.99%
6.08%
$251.398M
4.411M shares@ $56.99 avg price
IEFAIshares Tr
Recent Activity
Increased 1.59%
2.79%
$115.025M
1.474M shares@ $78.06 avg price
IVVIshares Tr
Recent Activity
Decreased -12.22%
2.47%
$102.003M
176,837 shares@ $576.83 avg price
AGGIshares Tr
Recent Activity
Increased 0.04%
2.45%
$100.898M
996,327 shares@ $101.27 avg price
GSUSGoldman Sachs Etf Tr
Recent Activity
Increased 5.69%
1.78%
$73.514M
932,801 shares@ $78.81 avg price
PSCPrincipal Exchange Traded Fd
Recent Activity
Increased 2.78%
1.64%
$67.431M
1.297M shares@ $51.97 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.75%
1.43%
$58.76M
136,555 shares@ $430.31 avg price
BCHPPrincipal Exchange Traded Fd
Recent Activity
Increased 80.09%
1.43%
$58.746M
1.778M shares@ $33.05 avg price
IWBIshares Tr
Recent Activity
Decreased -0.27%
1.22%
$50.37M
160,217 shares@ $314.39 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 8.73%
1.19%
$48.837M
262,102 shares@ $186.34 avg price