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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, IEFA, IVV, AGG, GSUS, and represent 15.55% of Principal Securities's stock portfolio.
Added to shares of these 10 stocks: SPYV (+$33M), IWX (+$28M), BCHP (+$26M), HDV (+$20M), AVGO (+$10M), PQDI (+$9.5M), EWJ (+$8.8M), SCHH (+$7.9M), SPHY (+$6.8M), TLT (+$6.8M).
Started 211 new stock positions in GRND, IAK, SNPE, ANF, Innovator Etfs Trust, DFIC, EBS, VTMX, RVNU, QNST.
Reduced shares in these 10 stocks: IWY (-$27M), SPYG (-$27M), IVV (-$14M), BBJP (-$9.7M), GBIL (-$6.6M), PREF, OCTQ, XLE, LEMB, LQD.
Sold out of its positions in ACCO, AVAV, AMBC, MJ, AFT, AIF, ASAN, ALAB, ASTR, ATRI.
Principal Securities was a net buyer of stock by $316M.
Principal Securities has $4.1B in assets under management (AUM), dropping by 13.96%.
Central Index Key (CIK): 0000012600

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Portfolio Holdings for Principal Securities

Principal Securities holds 3452 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Principal Securities has 3452 total positions. Only the first 250 positions are shown.

Sign up to view all of the Principal Securities Sept. 30, 2024 positions
Download the Principal Securities September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Principal Exchange Traded Us Mega Cp Etf (USMC)	6.1	$251M		4.4M	56.99	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.8	$115M		1.5M	78.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$102M	-12%	177k	576.82	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.4	$101M		996k	101.27	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	1.8	$74M	+5%	933k	78.81	View chart
Principal Exchange Traded Prin U S Small (PSC)	1.6	$67M	+2%	1.3M	51.97	View chart
Microsoft Corporation (MSFT)	1.4	$59M	+3%	137k	430.30	View chart
Principal Exchange Traded Focused Blue Chi (BCHP)	1.4	$59M	+80%	1.8M	33.05	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.2	$50M		160k	314.39	View chart
Amazon (AMZN)	1.2	$49M	+8%	262k	186.33	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.2	$48M	+11%	707k	67.51	View chart
Apple (AAPL)	1.1	$47M	+11%	203k	233.00	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	1.1	$44M	+7%	2.0M	21.40	View chart
Principal Exchange Traded Prncpl Vlu Etf (PY)	1.0	$42M	+2%	846k	50.09	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.9	$39M		1.1M	36.17	View chart
Ishares Tr Tips Bd Etf (TIP)	0.9	$38M	+4%	347k	110.47	View chart
NVIDIA Corporation (NVDA)	0.9	$38M	+8%	313k	121.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$35M	+20%	296k	116.96	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$34M	+4%	583k	57.41	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.8	$33M	+113776%	615k	52.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$32M		112k	283.16	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.7	$31M		323k	95.49	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$31M	+8%	322k	95.75	View chart
Ishares Tr Core Msci Total (IXUS)	0.7	$30M	+13%	415k	72.63	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.7	$30M	-3%	703k	42.50	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.7	$29M	+10%	322k	90.64	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.7	$28M	NEW	347k	81.27	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.6	$26M	+31%	891k	29.07	View chart
Meta Platforms Cl A (META)	0.6	$25M	-5%	44k	572.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$25M	+6%	127k	197.17	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$25M	+21%	142k	174.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$25M	+7%	148k	165.85	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.6	$24M	+5%	211k	112.94	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.6	$23M		373k	61.54	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$23M	+705%	192k	117.62	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$21M	+8%	283k	75.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$21M	+2%	43k	488.07	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$20M	+28%	335k	59.51	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$20M	+9%	190k	104.18	View chart
Principal Exchange Traded Quality Etf (PSET)	0.5	$19M	+3%	272k	71.17	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$19M	+6%	364k	52.81	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.5	$19M	+2%	1.1M	18.04	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$18M		138k	131.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$18M	+3%	40k	460.26	View chart
Visa Com Cl A (V)	0.4	$18M	+9%	65k	274.95	View chart
Global X Fds S&p 500 Covered (XYLD)	0.4	$17M	+2%	409k	41.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$17M	+4%	100k	167.19	View chart
JPMorgan Chase & Co. (JPM)	0.4	$15M	+8%	73k	210.86	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.4	$15M	+2%	1.0M	14.65	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.4	$15M	+5%	400k	37.41	View chart
Principal Exchange Traded Active High Yl (YLD)	0.3	$14M	+89%	732k	19.53	View chart
UnitedHealth (UNH)	0.3	$14M	+8%	24k	584.67	View chart
Mastercard Incorporated Cl A (MA)	0.3	$14M	+4%	28k	493.79	View chart
Vanguard World Comm Srvc Etf (VOX)	0.3	$14M	+8%	93k	145.39	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$14M	+39%	169k	80.30	View chart
Ishares Tr Msci Usa Sze Ft (SIZE)	0.3	$14M	+2%	91k	148.79	View chart
Eli Lilly & Co. (LLY)	0.3	$14M	+7%	15k	885.96	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$13M		315k	41.49	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.3	$13M		273k	47.32	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$13M	-2%	71k	181.99	View chart
PIMCO Corporate Income Fund (PCN)	0.3	$13M	+9%	901k	14.19	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$13M	+7%	73k	173.67	View chart
Trust For Professional Man Activepassive Us (APUE)	0.3	$13M	+102%	356k	35.24	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$12M	-4%	206k	57.83	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$12M	-3%	142k	83.75	View chart
Vanguard World Financials Etf (VFH)	0.3	$12M	+4%	106k	109.91	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$12M	+12%	92k	125.96	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.3	$11M	+79%	338k	33.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$11M		43k	263.83	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$11M		168k	67.27	View chart
Broadcom (AVGO)	0.3	$11M	+1301%	65k	172.50	View chart
Vanguard World Health Car Etf (VHT)	0.3	$11M		40k	282.20	View chart
Booking Holdings (BKNG)	0.3	$11M	+3%	2.6k	4212.79	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$11M	+35%	114k	95.81	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$11M	+24%	231k	47.12	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$11M		136k	79.42	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$11M	+9%	334k	32.27	View chart
Tesla Motors (TSLA)	0.3	$11M	-3%	41k	261.63	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.3	$11M	+7%	212k	49.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$10M	-3%	18k	573.77	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$10M	+78%	165k	62.32	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$10M	+82%	43k	237.21	View chart
Exxon Mobil Corporation (XOM)	0.2	$10M	+12%	86k	117.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$9.9M	+10%	207k	47.85	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$9.9M	+389%	426k	23.17	View chart
Principal Exchange Traded Spectrum Tax Adv (PQDI)	0.2	$9.5M	+62074%	492k	19.30	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$9.4M	-7%	111k	84.53	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.2	$9.4M	+3%	173k	54.43	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$9.1M	-9%	119k	76.70	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$8.9M	+8%	178k	50.18	View chart
Ishares Msci Jpn Etf New (EWJ)	0.2	$8.8M	+31302%	123k	71.54	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$8.7M	-17%	96k	91.31	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$8.5M	+5%	39k	218.48	View chart
Charles Schwab Corporation (SCHW)	0.2	$8.3M	+4%	128k	64.81	View chart
Anthem (ELV)	0.2	$8.3M	+17%	16k	520.02	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.2	$8.2M	-54%	138k	59.28	View chart
Adobe Systems Incorporated (ADBE)	0.2	$8.1M		16k	517.79	View chart
Ishares Msci Germany Etf (EWG)	0.2	$8.0M	+5%	237k	33.84	View chart
Abbvie (ABBV)	0.2	$8.0M	+6%	40k	197.48	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$8.0M	+7%	227k	35.11	View chart
Starbucks Corporation (SBUX)	0.2	$7.6M	+13%	78k	97.49	View chart
salesforce (CRM)	0.2	$7.5M	-23%	27k	273.71	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.2	$7.5M	+979%	312k	24.05	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$7.5M		137k	54.43	View chart
Ishares Tr Msci China Etf (MCHI)	0.2	$7.4M	+7%	146k	50.91	View chart
Wal-Mart Stores (WMT)	0.2	$7.4M	+9%	91k	80.75	View chart
Coca-Cola Company (KO)	0.2	$7.3M	+8%	102k	71.86	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.2	$7.3M	+2%	531k	13.80	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$7.3M	+1295%	74k	98.10	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$7.3M	+176%	193k	37.65	View chart
Caterpillar (CAT)	0.2	$7.2M	+13%	18k	391.13	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$7.2M	+28%	196k	36.44	View chart
Home Depot (HD)	0.2	$7.1M	+18%	18k	405.19	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$7.1M	+14%	47k	151.62	View chart
Costco Wholesale Corporation (COST)	0.2	$7.1M		8.0k	886.52	View chart
Trust For Professional Man Activepassive Eq (APIE)	0.2	$7.0M	+149%	226k	30.74	View chart
Ishares Msci Sth Kor Etf (EWY)	0.2	$6.9M	+2285%	108k	63.96	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$6.9M	-7%	63k	109.33	View chart
Chevron Corporation (CVX)	0.2	$6.8M	+3%	46k	147.27	View chart
Philip Morris International (PM)	0.2	$6.6M	+7%	55k	121.40	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.2	$6.6M	+49%	282k	23.45	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$6.6M	-4%	105k	62.69	View chart
Iqvia Holdings (IQV)	0.2	$6.6M	+4%	28k	236.97	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$6.5M	+10%	190k	34.28	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$6.5M	+15%	90k	71.76	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.2	$6.4M	-5%	184k	34.99	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$6.3M	+11%	86k	73.42	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.2	$6.3M	-2%	110k	57.07	View chart
BlackRock Enhanced Capital and Income (CII)	0.2	$6.3M		319k	19.69	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$6.1M	+131%	34k	179.30	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$6.1M	+70%	59k	102.58	View chart
Qualcomm (QCOM)	0.1	$6.1M	+21%	36k	170.05	View chart
Oracle Corporation (ORCL)	0.1	$6.1M	+28%	36k	170.40	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$6.0M	+40%	104k	57.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$6.0M	+8%	11k	527.69	View chart
Global X Fds Internet Of Thng (SNSR)	0.1	$6.0M		172k	34.74	View chart
Principal Exchange Traded Real Estate Acti (BYRE)	0.1	$6.0M	+5%	221k	26.92	View chart
Merck & Co (MRK)	0.1	$5.9M		52k	113.56	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$5.9M	+6%	116k	51.12	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$5.9M	+32%	125k	47.21	View chart
Wells Fargo & Company (WFC)	0.1	$5.7M	+7%	101k	56.49	View chart
Walt Disney Company (DIS)	0.1	$5.7M	+4%	59k	96.19	View chart
Johnson & Johnson (JNJ)	0.1	$5.7M	+13%	35k	162.06	View chart
Diageo Spon Adr New (DEO)	0.1	$5.6M	+6%	40k	140.34	View chart
CarMax (KMX)	0.1	$5.6M	+3%	73k	77.38	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$5.6M		45k	125.62	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$5.6M	+5%	95k	59.22	View chart
United Parcel Service CL B (UPS)	0.1	$5.6M	+77%	41k	136.34	View chart
Trust For Professional Man Activepassive Cr (APCB)	0.1	$5.6M	+71%	184k	30.36	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$5.6M	+37%	92k	60.42	View chart
Verizon Communications (VZ)	0.1	$5.5M	+7%	123k	44.91	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$5.5M	+6%	28k	192.81	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$5.4M	+359%	40k	135.44	View chart
Comcast Corp Cl A (CMCSA)	0.1	$5.4M	+4%	129k	41.77	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$5.4M	+6%	77k	69.35	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$5.3M	+7%	143k	37.37	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$5.2M	-3%	41k	128.20	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$5.2M		89k	59.21	View chart
Lockheed Martin Corporation (LMT)	0.1	$5.2M		8.9k	584.56	View chart
Netflix (NFLX)	0.1	$5.2M	+8%	7.3k	709.27	View chart
Air Products & Chemicals (APD)	0.1	$5.2M	+7%	17k	297.73	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.1	$5.2M		139k	37.07	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$5.1M	+14%	47k	108.63	View chart
Thermo Fisher Scientific (TMO)	0.1	$5.1M	+31%	8.3k	618.58	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$5.1M	-9%	105k	48.64	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$5.1M	+10%	216k	23.45	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$5.0M	-6%	21k	245.45	View chart
BlackRock (BLK)	0.1	$5.0M	+7%	5.3k	949.42	View chart
Novo-nordisk A S Adr (NVO)	0.1	$5.0M		42k	119.07	View chart
Procter & Gamble Company (PG)	0.1	$5.0M	+5%	29k	173.20	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$4.8M		106k	45.32	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$4.8M	+25%	49k	97.79	View chart
TransDigm Group Incorporated (TDG)	0.1	$4.8M		3.3k	1427.30	View chart
Goldman Sachs Etf Tr Activebeta Wrld (GLOV)	0.1	$4.7M	+6%	92k	50.82	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$4.7M	+39%	99k	47.53	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$4.6M	+11%	13k	353.47	View chart
Fiserv (FI)	0.1	$4.6M	+6%	26k	179.65	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.1	$4.6M	+11%	92k	50.06	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$4.6M	-17%	58k	78.69	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$4.6M	+2%	49k	93.58	View chart
Advanced Micro Devices (AMD)	0.1	$4.5M	-41%	28k	164.08	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$4.5M	+8%	96k	46.97	View chart
Applied Materials (AMAT)	0.1	$4.4M	+15%	22k	202.05	View chart
Nextera Energy (NEE)	0.1	$4.4M	+14%	52k	84.53	View chart
Pepsi (PEP)	0.1	$4.4M	-10%	26k	170.05	View chart
Amgen (AMGN)	0.1	$4.4M	+8%	14k	322.21	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$4.3M	+7%	24k	179.16	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$4.3M	+16%	44k	98.12	View chart
Medtronic SHS (MDT)	0.1	$4.3M	+6%	48k	90.03	View chart
Goldman Sachs Etf Tr Access Emng Mkts (GEMD)	0.1	$4.3M	+9%	101k	42.53	View chart
Intuit (INTU)	0.1	$4.3M	+9%	6.9k	621.01	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$4.2M	+11%	121k	34.79	View chart
AmerisourceBergen (COR)	0.1	$4.2M	+4%	19k	225.08	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$4.1M	+10%	169k	24.46	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.1	$4.1M	-50%	219k	18.81	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$4.1M	+1198%	57k	71.73	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$4.1M		45k	90.80	View chart
Duke Energy Corp Com New (DUK)	0.1	$4.0M	+10%	35k	115.30	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$4.0M	-5%	14k	280.47	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$4.0M	+5%	197k	20.27	View chart
Danaher Corporation (DHR)	0.1	$4.0M	+10%	14k	278.01	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$4.0M	+5%	79k	50.28	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$4.0M	+2%	134k	29.41	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$3.9M	+4%	24k	167.67	View chart
Palo Alto Networks (PANW)	0.1	$3.9M		12k	341.80	View chart
Progressive Corporation (PGR)	0.1	$3.9M		16k	253.76	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$3.9M	+7%	106k	37.17	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$3.9M	+946%	143k	27.46	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$3.9M	-3%	73k	53.15	View chart
Bank of America Corporation (BAC)	0.1	$3.8M	+15%	97k	39.68	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$3.8M	+11%	79k	48.68	View chart
Intuitive Surgical Com New (ISRG)	0.1	$3.8M		7.8k	491.27	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.8M	-3%	43k	88.14	View chart
Linde SHS (LIN)	0.1	$3.8M	+14%	8.0k	476.84	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$3.8M		75k	50.43	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$3.8M	+48%	35k	107.65	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.7M	+6%	31k	121.16	View chart
American Express Company (AXP)	0.1	$3.7M	+9%	14k	271.20	View chart
Abbott Laboratories (ABT)	0.1	$3.7M	+13%	32k	114.01	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$3.7M	+34%	121k	30.15	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$3.6M		23k	154.02	View chart
Autodesk (ADSK)	0.1	$3.6M	+4%	13k	275.48	View chart
Altria (MO)	0.1	$3.6M	+5%	70k	51.04	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$3.6M	NEW	68k	53.04	View chart
Enbridge (ENB)	0.1	$3.6M	-5%	88k	40.61	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$3.5M	+75%	86k	40.48	View chart
Union Pacific Corporation (UNP)	0.1	$3.5M	+2%	14k	246.48	View chart
American Tower Reit (AMT)	0.1	$3.5M	-22%	15k	232.55	View chart
International Business Machines (IBM)	0.1	$3.5M	-39%	16k	221.08	View chart
TJX Companies (TJX)	0.1	$3.4M	+25%	29k	117.54	View chart
Hilton Worldwide Holdings (HLT)	0.1	$3.4M	+21%	15k	230.50	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$3.4M		8.8k	383.93	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$3.4M	+51%	33k	100.72	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$3.3M	+4%	50k	66.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$3.3M	+208%	15k	220.88	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$3.3M	+86%	66k	49.47	View chart
Chubb (CB)	0.1	$3.3M	+2%	11k	288.40	View chart
Arista Networks (ANET)	0.1	$3.2M	+14%	8.5k	383.82	View chart
ConocoPhillips (COP)	0.1	$3.2M	+14%	31k	105.28	View chart
Kkr & Co (KKR)	0.1	$3.2M		25k	130.58	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.1	$3.2M	+125%	26k	119.78	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$3.2M	+6%	62k	50.74	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$3.2M	-6%	86k	36.92	View chart
Goldman Sachs (GS)	0.1	$3.1M	+18%	6.3k	495.11	View chart
Parker-Hannifin Corporation (PH)	0.1	$3.1M	+27%	5.0k	631.86	View chart
Trust For Professional Man Activepassive Mn (APMU)	0.1	$3.1M	+231%	124k	25.11	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$3.1M	+19%	44k	70.57	View chart
Blackrock Ltd Duration Incom Com Shs (BLW)	0.1	$3.1M	+95%	214k	14.48	View chart
McDonald's Corporation (MCD)	0.1	$3.1M	+3%	10k	304.51	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$3.1M	+8%	36k	86.82	View chart

Past Filings by Principal Securities

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

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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