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Principal Securities

Latest statistics and disclosures from Principal Securities's latest quarterly 13F-HR filing:

Top 5 stock holdings are USMC, IVV, AGG, BCHP, PSC, and represent 14.23% of Principal Securities's stock portfolio.
Added to shares of these 10 stocks: IVV (+$40M), BCHP (+$29M), USMC (+$25M), IWY (+$25M), PIEQ (+$24M), PY (+$13M), YLD (+$13M), FTEC (+$12M), LCAP (+$12M), IG (+$12M).
Started 208 new stock positions in CGMM, QQA, GKOS, CHT, SUSA, SG, NEXT, WOLF, HL, Accelerant Holdings Cl A.
Reduced shares in these 10 stocks: SPMO (-$36M), MTUM (-$15M), EWY (-$11M), VOX (-$9.9M), SPLG (-$5.2M), JEPQ, VFH, SCHD, ILF, IEFA.
Sold out of its positions in SYFI, MSOS, VICE, CAOS, ATEC, ALT, KNTK, AMED, UHAL, AVDE.
Principal Securities was a net buyer of stock by $436M.
Principal Securities has $6.1B in assets under management (AUM), dropping by 14.08%.
Central Index Key (CIK): 0000012600

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Portfolio Holdings for Principal Securities

Principal Securities holds 3731 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Principal Securities has 3731 total positions. Only the first 250 positions are shown.

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Download the Principal Securities September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Principal Exchange Traded Us Mega Cp Etf (USMC)	4.9	$299M	+9%	4.4M	68.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.0	$180M	+28%	269k	669.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.2	$132M	+8%	1.3M	100.25	View chart
Principal Exchange Traded Focused Blue Chi (BCHP)	2.1	$127M	+29%	3.4M	37.63	View chart
Principal Exchange Traded Prin U S Small (PSC)	2.1	$126M		2.2M	56.97	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	1.7	$105M		1.1M	92.40	View chart
Microsoft Corporation (MSFT)	1.6	$99M	+8%	192k	517.95	View chart
Principal Exchange Traded Intl Equity Etf (PIEQ)	1.6	$99M	+32%	3.1M	31.65	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.2	$74M		737k	99.95	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.2	$73M	-6%	933k	78.34	View chart
NVIDIA Corporation (NVDA)	1.2	$72M	+6%	388k	186.58	View chart
Amazon (AMZN)	1.1	$69M	+4%	316k	219.57	View chart
Apple (AAPL)	1.1	$67M	+6%	262k	254.63	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	1.1	$66M	+21%	3.1M	21.10	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.1	$64M		176k	365.48	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.9	$57M	+14%	349k	164.54	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.9	$55M	+9%	1.3M	41.78	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$53M	+5%	801k	65.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$51M	+6%	155k	328.17	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$51M	+8%	418k	120.72	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$49M	-7%	562k	87.31	View chart
Principal Exchange Traded Prncpl Vlu Etf (PY)	0.8	$49M	+36%	933k	52.49	View chart
Trust For Professional Man Activepassive Us (APUE)	0.8	$48M	+26%	1.2M	40.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$47M	+7%	195k	243.10	View chart
Meta Platforms Cl A (META)	0.8	$47M	+5%	65k	734.38	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.7	$42M	-7%	1.0M	41.11	View chart
Principal Exchange Traded Active High Yl (YLD)	0.7	$41M	+46%	2.1M	19.45	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$41M	-3%	1.3M	31.91	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.7	$41M	+6%	1.5M	26.95	View chart
Ishares Tr Core Msci Intl (IDEV)	0.6	$38M	+8%	476k	80.17	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$37M	-3%	451k	82.58	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$35M	+10%	621k	57.10	View chart
Broadcom (AVGO)	0.6	$35M	-2%	107k	329.91	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.5	$33M	+3%	252k	130.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$31M		265k	118.83	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.5	$30M	+518%	109k	273.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$30M		493k	59.92	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$29M	+11%	392k	74.37	View chart
JPMorgan Chase & Co. (JPM)	0.5	$29M	+4%	92k	315.43	View chart
Principal Exchange Traded Quality Etf (PSET)	0.5	$28M	-5%	367k	76.11	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$27M	+6%	132k	206.51	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$27M		111k	243.55	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$27M	+5%	143k	186.49	View chart
Visa Com Cl A (V)	0.4	$27M	+3%	78k	341.38	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.4	$27M	+11%	254k	104.51	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$26M	+3%	44k	600.37	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$25M	+12%	525k	46.71	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.4	$24M	-59%	199k	121.06	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$24M	+12%	293k	81.19	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$24M	+4%	47k	502.74	View chart
Principal Exchange Traded Cap Appreciation (LCAP)	0.4	$23M	+99%	803k	29.01	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$23M		157k	145.65	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$23M	+29%	203k	111.47	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$22M	+34%	232k	95.15	View chart
Trust For Professional Man Activepassive Eq (APIE)	0.4	$22M	+10%	609k	35.49	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$21M	-9%	76k	279.29	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$21M	+4%	361k	56.86	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.3	$19M	+176%	87k	222.17	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.3	$19M	+7%	457k	41.97	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$19M	+18%	320k	59.20	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.3	$18M		1.2M	15.90	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.3	$18M		681k	26.30	View chart
Trust For Professional Man Activepassive Cr (APCB)	0.3	$18M	+25%	599k	29.84	View chart
Mastercard Incorporated Cl A (MA)	0.3	$17M	+4%	30k	568.82	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$17M		88k	194.50	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.3	$17M	-5%	988k	17.01	View chart
Global X Fds S&p 500 Covered (XYLD)	0.3	$17M	+2%	428k	39.26	View chart
Tesla Motors (TSLA)	0.3	$16M	+9%	36k	444.72	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$16M	-6%	437k	36.16	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.3	$16M	+3%	337k	46.69	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$15M	+5%	74k	209.34	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$15M		179k	84.11	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$15M	+8%	187k	79.93	View chart
Eli Lilly & Co. (LLY)	0.2	$15M		20k	763.01	View chart
Charles Schwab Corporation (SCHW)	0.2	$15M	+5%	152k	95.47	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.2	$14M	+6%	269k	52.60	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$14M	-4%	372k	37.78	View chart
Oracle Corporation (ORCL)	0.2	$14M	-18%	50k	281.24	View chart
Spdr Series Trust Portfli High Yld (SPHY)	0.2	$14M		582k	23.94	View chart
Abbvie (ABBV)	0.2	$14M	+2%	59k	231.54	View chart
Vanguard World Health Car Etf (VHT)	0.2	$14M	+9%	53k	259.60	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$14M	+4%	331k	40.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$14M		20k	666.18	View chart
Goldman Sachs Etf Tr Marketbeta Russ (GGUS)	0.2	$13M	+113%	211k	63.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$13M	+5%	243k	54.18	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$13M	+10%	21k	612.39	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$13M	+59%	563k	23.12	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$13M	+6%	44k	293.74	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$13M	+34%	375k	34.75	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$13M		176k	73.29	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.2	$13M	+56%	673k	19.14	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$13M	+19%	589k	21.57	View chart
Booking Holdings (BKNG)	0.2	$13M		2.3k	5398.19	View chart
Philip Morris International (PM)	0.2	$12M	+3%	77k	162.20	View chart
Home Depot (HD)	0.2	$12M		30k	405.19	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.2	$12M	+10%	194k	62.71	View chart
Wal-Mart Stores (WMT)	0.2	$12M		117k	103.06	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.2	$12M	+9%	105k	114.68	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.2	$12M	+12%	521k	23.09	View chart
Exxon Mobil Corporation (XOM)	0.2	$12M	+4%	105k	112.75	View chart
Netflix (NFLX)	0.2	$12M	+5%	9.7k	1198.96	View chart
Principal Exchange Traded Real Estate Acti (BYRE)	0.2	$11M	+39%	453k	25.28	View chart
Costco Wholesale Corporation (COST)	0.2	$11M	+4%	12k	925.65	View chart
Wells Fargo & Company (WFC)	0.2	$11M		131k	83.82	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$11M	+5%	33k	326.36	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$11M	+8%	50k	213.73	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.2	$11M	+4%	393k	26.95	View chart
Johnson & Johnson (JNJ)	0.2	$10M	+9%	56k	185.42	View chart
Caterpillar (CAT)	0.2	$10M	+3%	22k	477.16	View chart
UnitedHealth (UNH)	0.2	$10M		29k	345.31	View chart
Principal Exchange Traded Spectrum Tax Adv (PQDI)	0.2	$10M	+6%	516k	19.64	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$10M	-11%	241k	42.03	View chart
Chevron Corporation (CVX)	0.2	$10M	+11%	65k	155.29	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$10M	+6%	129k	78.41	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$9.9M	-12%	198k	50.23	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$9.9M	+44%	30k	332.84	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$9.9M	+3%	116k	84.83	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$9.8M	+865%	227k	43.30	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.2	$9.8M	+18%	290k	33.89	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$9.7M	-8%	245k	39.54	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$9.7M	-18%	148k	65.26	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$9.6M	+6%	157k	61.12	View chart
Palantir Technologies Cl A (PLTR)	0.2	$9.5M	+13%	52k	182.42	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$9.4M	+3%	185k	50.63	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.2	$9.3M	+3%	653k	14.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$9.2M	+4%	36k	254.28	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$9.2M	+7%	109k	84.68	View chart
Raytheon Technologies Corp (RTX)	0.2	$9.1M	+3%	54k	167.33	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$9.1M	+24%	266k	34.17	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$9.1M	+18%	220k	41.12	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$9.0M		157k	57.47	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$8.8M	+7%	131k	67.26	View chart
salesforce (CRM)	0.1	$8.7M		37k	237.00	View chart
Coca-Cola Company (KO)	0.1	$8.7M	+3%	131k	66.32	View chart
Applied Materials (AMAT)	0.1	$8.7M	-5%	42k	204.74	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$8.6M	+29%	61k	140.95	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$8.6M	+83%	63k	135.23	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$8.5M		90k	95.14	View chart
Walt Disney Company (DIS)	0.1	$8.5M		74k	114.50	View chart
Profesionally Managed Portfo Congress Interme (CAFX)	0.1	$8.4M		336k	25.02	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$8.3M	+3%	78k	106.49	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$8.2M	+24%	302k	27.29	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$8.1M	-5%	119k	67.83	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$8.0M	+39%	161k	49.46	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$7.9M	+27%	46k	174.58	View chart
Goldman Sachs (GS)	0.1	$7.9M	-2%	9.9k	796.37	View chart
Qualcomm (QCOM)	0.1	$7.8M	-2%	47k	166.36	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$7.7M	+5%	70k	111.22	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$7.7M	+13%	156k	49.39	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$7.7M	-26%	39k	195.86	View chart
Iqvia Holdings (IQV)	0.1	$7.7M		40k	189.94	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$7.6M	+156%	216k	35.28	View chart
Trust For Professional Man Activepassive Mn (APMU)	0.1	$7.6M	+30%	301k	25.14	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$7.5M	-5%	290k	25.85	View chart
PIMCO Corporate Income Fund (PCN)	0.1	$7.5M	-9%	559k	13.38	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$7.4M	-4%	170k	43.92	View chart
Lam Research Corp Com New (LRCX)	0.1	$7.4M	+8%	56k	133.90	View chart
Bank of America Corporation (BAC)	0.1	$7.4M	+5%	144k	51.59	View chart
TJX Companies (TJX)	0.1	$7.4M	+9%	51k	144.54	View chart
Abbott Laboratories (ABT)	0.1	$7.4M	-6%	55k	133.94	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$7.3M	+3%	169k	42.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$7.2M	+12%	215k	33.42	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$7.2M	+5%	96k	74.89	View chart
Cisco Systems (CSCO)	0.1	$7.1M	+4%	104k	68.42	View chart
Blackrock (BLK)	0.1	$7.1M	-5%	6.1k	1165.95	View chart
Anthem (ELV)	0.1	$7.0M	+7%	22k	323.13	View chart
Starbucks Corporation (SBUX)	0.1	$7.0M		83k	84.60	View chart
Adobe Systems Incorporated (ADBE)	0.1	$7.0M	+4%	20k	352.75	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.1	$6.9M	+16%	126k	55.22	View chart
American Express Company (AXP)	0.1	$6.9M	+9%	21k	332.15	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$6.9M	-6%	66k	104.96	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$6.9M	-4%	184k	37.27	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$6.7M	+46%	177k	38.02	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$6.7M	NEW	265k	25.29	View chart
Uber Technologies (UBER)	0.1	$6.7M	+13%	68k	97.97	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$6.6M	-59%	35k	187.73	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$6.6M		47k	142.55	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$6.6M	+24%	84k	78.91	View chart
International Business Machines (IBM)	0.1	$6.5M	+6%	23k	282.16	View chart
Verizon Communications (VZ)	0.1	$6.5M	+6%	148k	43.95	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$6.5M		130k	50.07	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$6.4M	+5%	67k	96.46	View chart
BlackRock Enhanced Capital and Income (CII)	0.1	$6.4M	-2%	280k	23.00	View chart
Goldman Sachs Etf Tr Activebeta Wrld (GLOV)	0.1	$6.4M	+4%	112k	56.97	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$6.4M	+14%	131k	48.84	View chart
Arista Networks Com Shs (ANET)	0.1	$6.3M	-7%	44k	145.71	View chart
Duke Energy Corp Com New (DUK)	0.1	$6.3M	+13%	51k	123.75	View chart
Morgan Stanley Com New (MS)	0.1	$6.3M		39k	158.96	View chart
Kla Corp Com New (KLAC)	0.1	$6.2M	+4%	5.8k	1078.68	View chart
Ge Aerospace Com New (GE)	0.1	$6.2M	+4%	21k	300.81	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.1	$6.2M	+12%	63k	97.99	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$6.1M		90k	68.08	View chart
Medtronic SHS (MDT)	0.1	$6.1M	-2%	64k	95.24	View chart
TransDigm Group Incorporated (TDG)	0.1	$6.0M	+14%	4.6k	1318.10	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$6.0M	+36%	83k	72.77	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$6.0M	+8%	89k	67.51	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$6.0M	+46%	107k	55.71	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.1	$6.0M	+7%	119k	49.92	View chart
Linde SHS (LIN)	0.1	$5.9M	+4%	13k	475.02	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$5.8M	+32%	57k	102.99	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$5.8M	+31%	236k	24.70	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$5.8M		100k	57.52	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$5.8M	+15%	84k	68.58	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$5.7M	+47%	126k	45.60	View chart
O'reilly Automotive (ORLY)	0.1	$5.7M	-4%	53k	107.81	View chart
Procter & Gamble Company (PG)	0.1	$5.7M		37k	153.65	View chart
Airbnb Com Cl A (ABNB)	0.1	$5.7M		47k	121.42	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$5.7M		37k	154.23	View chart
Citigroup Com New (C)	0.1	$5.6M	-6%	56k	101.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$5.6M	-42%	205k	27.30	View chart
Ishares Tr Msci Usa Quality (GARP)	0.1	$5.6M	+615%	85k	65.64	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$5.5M	+17%	16k	355.48	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$5.4M	+74%	76k	71.11	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$5.4M	+96%	161k	33.37	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.1	$5.4M	+477%	104k	51.45	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$5.3M		124k	43.10	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$5.3M	+656%	112k	47.55	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$5.3M	+9%	113k	46.96	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$5.2M	+2%	43k	122.45	View chart
McDonald's Corporation (MCD)	0.1	$5.2M	+12%	17k	303.90	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$5.2M	+4%	87k	60.03	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$5.2M	+7%	214k	24.40	View chart
Diageo Spon Adr New (DEO)	0.1	$5.2M	+19%	55k	95.43	View chart
AmerisourceBergen (COR)	0.1	$5.1M	+4%	16k	312.52	View chart
Lockheed Martin Corporation (LMT)	0.1	$5.1M	+7%	10k	499.21	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$5.1M	+4%	100k	50.83	View chart
At&t (T)	0.1	$5.0M	+9%	177k	28.24	View chart
Air Products & Chemicals (APD)	0.1	$5.0M		18k	272.72	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$5.0M		10k	490.38	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$5.0M	NEW	162k	30.79	View chart
Capital One Financial (COF)	0.1	$5.0M	+5%	23k	212.58	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$4.9M	-2%	93k	52.82	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$4.9M	-11%	6.6k	746.68	View chart
Royal Caribbean Cruises (RCL)	0.1	$4.9M	-2%	15k	323.58	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$4.8M	+16%	244k	19.80	View chart
Parker-Hannifin Corporation (PH)	0.1	$4.8M	-9%	6.4k	758.16	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$4.8M	+7%	104k	46.32	View chart
Autodesk (ADSK)	0.1	$4.8M	+2%	15k	317.66	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$4.8M	+3%	50k	96.55	View chart
Palo Alto Networks (PANW)	0.1	$4.8M	+3%	23k	203.62	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$4.7M	-6%	19k	246.60	View chart
Hilton Worldwide Holdings (HLT)	0.1	$4.7M		18k	259.44	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.1	$4.7M	+13%	117k	40.35	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$4.7M	-76%	18k	256.45	View chart
Amgen (AMGN)	0.1	$4.6M	+2%	16k	282.21	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$4.6M	+141%	86k	53.87	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$4.6M		87k	53.19	View chart
Novartis Sponsored Adr (NVS)	0.1	$4.6M	-2%	36k	128.24	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$4.6M	+14%	90k	50.47	View chart
Applovin Corp Com Cl A (APP)	0.1	$4.5M	+2%	6.3k	718.51	View chart

Past Filings by Principal Securities

SEC 13F filings are viewable for Principal Securities going back to 2023

Principal Securities 2025 Q3 filed Nov. 12, 2025
Principal Securities 2025 Q2 filed Aug. 11, 2025
Principal Securities 2025 Q1 filed April 30, 2025
Principal Securities 2024 Q4 filed Jan. 30, 2025
Principal Securities 2024 Q3 filed Oct. 28, 2024
Principal Securities 2024 Q2 filed July 31, 2024
Principal Securities 2023 Q4 restated filed May 10, 2024
Principal Securities 2024 Q1 filed May 10, 2024
Principal Securities 2023 Q4 filed Feb. 7, 2024

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