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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, BCHP, AGG, PSC, and represent 14.29% of Principal Securities's stock portfolio.
Added to shares of these 10 stocks: LCAP (+$63M), IG (+$22M), IWX (+$20M), PIEQ (+$19M), BCHP (+$19M), IVV (+$18M), YLD (+$14M), FTEC (+$14M), PY (+$12M), IJR (+$12M).
Started 13 new stock positions in JHPI, TTE, TRFK, UL, ETHA, RYLD, IBIT, Capital Southwest Corp, TCAL, DDFD. CWK, ASCI, UUP.
Reduced shares in these 10 stocks: SPMO (-$21M), PSET (-$19M), IWY (-$12M), IUSV (-$11M), MLPX (-$8.8M), SPHQ (-$8.7M), SPYM (-$8.0M), IUSG (-$7.1M), Goldman Sachs Etf Tr (-$6.4M), DJD (-$6.2M).
Sold out of its positions in AAON, AIR, HYFI, ADMA, ADT, ABSI, ACVA, ABM, AGCO, ACMR.
Principal Securities was a net buyer of stock by $341M.
Principal Securities has $6.5B in assets under management (AUM), dropping by 6.75%.
Central Index Key (CIK): 0000012600

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Portfolio Holdings for Principal Securities

Principal Securities holds 1345 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Principal Securities has 1345 total positions. Only the first 250 positions are shown.

Sign up to view all of the Principal Securities Dec. 31, 2025 positions
Download the Principal Securities December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Principal Exchange Traded Us Mega Cp Etf (USMC)	4.7	$306M	+2%	4.5M	68.45	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.1	$202M	+9%	295k	684.94	View chart
Principal Exchange Traded Focused Blue Chi (BCHP)	2.2	$146M	+14%	3.9M	37.48	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.1	$139M	+5%	1.4M	99.88	View chart
Principal Exchange Traded Prin U S Small (PSC)	2.1	$134M	+4%	2.3M	57.73	View chart
Principal Exchange Traded Intl Equity Etf (PIEQ)	1.9	$123M	+18%	3.7M	32.96	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	1.7	$111M	+3%	1.2M	94.40	View chart
Microsoft Corporation (MSFT)	1.5	$98M	+5%	202k	483.62	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	1.3	$87M	+33%	4.2M	20.89	View chart
Principal Exchange Traded Cap Appreciation (LCAP)	1.3	$87M	+265%	2.9M	29.54	View chart
NVIDIA Corporation (NVDA)	1.2	$80M	+9%	426k	186.50	View chart
Apple (AAPL)	1.2	$79M	+10%	290k	271.86	View chart
Amazon (AMZN)	1.2	$75M	+2%	323k	230.82	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$67M	+2%	180k	373.44	View chart
Spdr Series Trust State Street Spd (SPYM)	1.0	$67M	-10%	834k	80.22	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.0	$64M	-14%	628k	102.54	View chart
Principal Exchange Traded Prncpl Vlu Etf (PY)	0.9	$60M	+24%	1.2M	52.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$60M		193k	313.00	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.8	$55M		1.3M	41.52	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$55M		814k	67.22	View chart
Principal Exchange Traded Active High Yl (YLD)	0.8	$55M	+35%	2.9M	19.00	View chart
Trust For Professional Man Activepassive Us (APUE)	0.8	$54M	+10%	1.3M	41.67	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$54M	+3%	435k	123.26	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$53M		158k	335.27	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.8	$52M	-12%	307k	167.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$46M	-7%	519k	89.46	View chart
Meta Platforms Cl A (META)	0.7	$45M	+5%	68k	660.09	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$44M	+6%	1.4M	32.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$43M	+36%	361k	120.18	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.6	$42M	+5%	1.6M	26.49	View chart
Ishares Tr Core Msci Intl (IDEV)	0.6	$42M	+6%	506k	82.48	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.6	$41M	-6%	946k	42.94	View chart
Broadcom (AVGO)	0.6	$39M	+6%	113k	346.10	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$38M	+10%	122k	313.80	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$36M	-5%	426k	84.64	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.5	$34M		255k	132.37	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.5	$34M	+72%	149k	224.67	View chart
JPMorgan Chase & Co. (JPM)	0.5	$31M	+5%	97k	322.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$30M		486k	62.47	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$30M	-15%	527k	57.24	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$30M	+7%	142k	212.07	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$30M		399k	74.07	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$29M	+5%	151k	190.99	View chart
Spdr Series Trust State Street Spd (SPYG)	0.4	$29M	+5%	267k	106.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$27M		45k	614.31	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$27M	+20%	280k	95.22	View chart
Visa Com Cl A (V)	0.4	$26M	-3%	75k	350.71	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$25M	+3%	543k	46.54	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$25M	+27%	409k	60.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$25M	+5%	49k	502.65	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$24M	+2%	160k	148.69	View chart
Trust For Professional Man Activepassive Eq (APIE)	0.4	$24M	+9%	668k	35.51	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$23M		76k	303.89	View chart
Eli Lilly & Co. (LLY)	0.4	$23M	+9%	21k	1074.68	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$22M	-2%	197k	110.19	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$22M	+24%	109k	198.62	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.3	$22M	+7%	492k	43.98	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$21M	+5%	380k	55.80	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.3	$20M	+229850%	221k	91.86	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$20M	-15%	247k	80.63	View chart
Trust For Professional Man Activepassive Cr (APCB)	0.3	$19M	+8%	648k	29.65	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$19M	-38%	67k	276.94	View chart
Tesla Motors (TSLA)	0.3	$19M	+13%	41k	449.72	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$18M	+37%	776k	23.02	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.3	$18M		1.0M	17.67	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.3	$18M	+37%	927k	19.07	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$18M	+18%	221k	79.73	View chart
Global X Fds S&p 500 Covered (XYLD)	0.3	$18M		433k	40.63	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.3	$17M		1.1M	15.34	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$17M	+8%	476k	36.06	View chart
Mastercard Incorporated Cl A (MA)	0.3	$17M		30k	570.88	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$17M	+19%	24k	681.91	View chart
Vanguard World Health Car Etf (VHT)	0.2	$16M	+7%	56k	287.85	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$16M	-13%	589k	27.21	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.2	$16M		336k	46.25	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$15M		74k	209.12	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$15M	+49%	44k	342.97	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$15M		181k	83.75	View chart
Wal-Mart Stores (WMT)	0.2	$15M	+14%	134k	111.41	View chart
Abbvie (ABBV)	0.2	$15M	+8%	65k	228.49	View chart
Principal Exchange Traded Spectrum Preferr (PQDI)	0.2	$14M	+42%	735k	19.57	View chart
Principal Exchange Traded Real Estate Acti (BYRE)	0.2	$14M	+26%	574k	24.46	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.2	$14M	+6%	288k	48.75	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$14M		332k	41.62	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$14M		375k	36.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$14M	+2%	22k	627.13	View chart
Wells Fargo & Company (WFC)	0.2	$14M	+12%	147k	93.20	View chart
Goldman Sachs Etf Tr Marketbeta Russ (GGUS)	0.2	$14M		214k	63.66	View chart
Charles Schwab Corporation (SCHW)	0.2	$14M	-10%	136k	99.91	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.2	$13M	+15%	600k	22.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$13M	+2%	248k	53.76	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$13M	+8%	639k	20.89	View chart
Spdr Series Trust State Street Spd (SPIB)	0.2	$13M	+36%	395k	33.81	View chart
Exxon Mobil Corporation (XOM)	0.2	$13M	+3%	109k	120.34	View chart
Spdr Series Trust State Street Spd (SPHY)	0.2	$13M	-5%	550k	23.67	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$13M	+23%	297k	43.64	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$13M	-6%	346k	37.40	View chart
Johnson & Johnson (JNJ)	0.2	$13M	+12%	63k	206.95	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$13M		44k	290.22	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.2	$13M	+2%	108k	118.16	View chart
Philip Morris International (PM)	0.2	$12M		76k	160.40	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$12M	+15%	58k	211.24	View chart
Caterpillar (CAT)	0.2	$12M		21k	572.86	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.2	$12M	+44%	438k	27.38	View chart
Booking Holdings (BKNG)	0.2	$12M	-4%	2.2k	5354.53	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$12M		33k	360.13	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$12M	+19%	292k	40.23	View chart
Raytheon Technologies Corp (RTX)	0.2	$12M	+16%	63k	183.40	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.2	$11M	+398%	437k	26.16	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$11M	+8%	427k	26.47	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$11M	+37%	62k	177.37	View chart
salesforce (CRM)	0.2	$11M	+13%	42k	264.91	View chart
Chevron Corporation (CVX)	0.2	$11M	+7%	70k	152.41	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$11M	+24%	148k	71.41	View chart
Applied Materials (AMAT)	0.2	$11M	-3%	41k	256.99	View chart
Lam Research Corp Com New (LRCX)	0.2	$10M	+8%	60k	171.18	View chart
Costco Wholesale Corporation (COST)	0.2	$10M		12k	862.37	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$10M	+11%	297k	34.65	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$10M	+2%	131k	77.90	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$10M	+2%	204k	50.25	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$10M	+2%	112k	90.00	View chart
Palantir Technologies Cl A (PLTR)	0.2	$10M	+8%	57k	177.75	View chart
Home Depot (HD)	0.2	$10M	-2%	29k	344.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$10M	+2%	151k	66.00	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.2	$9.9M	+8%	238k	41.70	View chart
Trust For Professional Man Activepassive Mn (APMU)	0.2	$9.8M	+30%	391k	25.09	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$9.8M	+7%	141k	69.47	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$9.8M	-2%	113k	86.25	View chart
Goldman Sachs (GS)	0.1	$9.7M	+11%	11k	878.97	View chart
Coca-Cola Company (KO)	0.1	$9.6M	+5%	138k	69.91	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$9.6M	+9%	70k	138.46	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$9.6M	+42%	378k	25.48	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$9.6M	+5%	195k	49.46	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$9.6M	+2%	37k	257.95	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.1	$9.5M		154k	61.36	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$9.5M	+13%	88k	107.11	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$9.4M	+18%	257k	36.58	View chart
Principal Exchange Traded Quality Etf (PSET)	0.1	$9.3M	-66%	122k	76.30	View chart
TJX Companies (TJX)	0.1	$9.3M	+18%	61k	153.61	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.1	$9.2M		643k	14.36	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$9.2M	-5%	215k	42.87	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$9.1M	+16%	188k	48.32	View chart
Netflix (NFLX)	0.1	$9.1M	+893%	97k	93.76	View chart
Bank of America Corporation (BAC)	0.1	$8.8M	+11%	160k	55.00	View chart
Kla Corp Com New (KLAC)	0.1	$8.8M	+25%	7.2k	1215.00	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$8.7M		61k	143.52	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$8.7M	+10%	172k	50.86	View chart
Cisco Systems (CSCO)	0.1	$8.7M	+8%	113k	77.03	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$8.7M	+29%	107k	81.17	View chart
American Express Company (AXP)	0.1	$8.7M	+12%	24k	369.94	View chart
UnitedHealth (UNH)	0.1	$8.7M	-10%	26k	330.11	View chart
Oracle Corporation (ORCL)	0.1	$8.6M	-11%	44k	194.91	View chart
Profesionally Managed Portfo Congress Interme (CAFX)	0.1	$8.4M		338k	25.02	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$8.4M	+10%	187k	45.21	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$8.3M		88k	94.16	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.1	$8.3M	+3701%	109k	75.59	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$8.2M	+55%	250k	32.75	View chart
Qualcomm (QCOM)	0.1	$8.1M		48k	171.05	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$8.0M	-15%	133k	60.17	View chart
Morgan Stanley Com New (MS)	0.1	$7.9M	+13%	45k	177.53	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$7.9M	+3%	72k	109.91	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$7.9M	+4%	177k	44.47	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$7.8M		39k	199.68	View chart
Blackrock Etf Trust Ishares Large Ca (BLCV)	0.1	$7.7M	+5057%	206k	37.32	View chart
International Business Machines (IBM)	0.1	$7.5M	+10%	26k	296.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$7.4M		216k	34.26	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$7.4M	+2%	98k	75.63	View chart
Walt Disney Company (DIS)	0.1	$7.3M	-13%	65k	113.77	View chart
Abbott Laboratories (ABT)	0.1	$7.3M	+6%	58k	125.29	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$7.2M	+6%	189k	38.32	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$7.2M	+65%	217k	33.30	View chart
Iqvia Holdings (IQV)	0.1	$7.1M	-21%	32k	225.41	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$7.1M	-6%	271k	26.24	View chart
Citigroup Com New (C)	0.1	$7.1M	+9%	61k	116.69	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$7.1M	+7%	90k	78.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$7.1M	+14%	18k	396.32	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$7.0M	+15%	124k	56.69	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$6.9M	+51%	32k	214.69	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$6.9M		36k	193.63	View chart
Adobe Systems Incorporated (ADBE)	0.1	$6.9M		20k	350.00	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$6.9M	+2%	67k	102.42	View chart
Ishares Tr Msci Usa Quality (GARP)	0.1	$6.8M	+16%	100k	68.10	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$6.8M	+10%	70k	97.21	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$6.7M	+30%	211k	31.63	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$6.7M	+15%	66k	101.67	View chart
Medtronic SHS (MDT)	0.1	$6.6M	+8%	69k	96.06	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$6.6M		132k	50.29	View chart
Global X Fds Superdividend (SDIV)	0.1	$6.6M	+48%	275k	24.03	View chart
Anthem (ELV)	0.1	$6.6M	-13%	19k	350.55	View chart
Verizon Communications (VZ)	0.1	$6.6M	+8%	161k	40.73	View chart
Parker-Hannifin Corporation (PH)	0.1	$6.5M	+16%	7.4k	878.97	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$6.5M	-7%	170k	38.17	View chart
Duke Energy Corp Com New (DUK)	0.1	$6.4M	+8%	55k	117.21	View chart
Uber Technologies (UBER)	0.1	$6.4M	+15%	79k	81.71	View chart
PIMCO Corporate Income Fund (PCN)	0.1	$6.4M	-10%	503k	12.76	View chart
Ge Aerospace Com New (GE)	0.1	$6.4M		21k	308.02	View chart
Starbucks Corporation (SBUX)	0.1	$6.4M	-8%	76k	84.21	View chart
Blackrock (BLK)	0.1	$6.3M	-2%	5.9k	1070.29	View chart
Capital One Financial (COF)	0.1	$6.3M	+10%	26k	242.36	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$6.2M	-2%	127k	48.75	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$6.2M	+19%	23k	268.30	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$6.2M	-7%	43k	143.33	View chart
TransDigm Group Incorporated (TDG)	0.1	$6.1M		4.6k	1329.93	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.1	$6.1M	+3%	124k	49.13	View chart
Procter & Gamble Company (PG)	0.1	$6.0M	+12%	42k	143.31	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$6.0M	+54%	130k	45.89	View chart
Arista Networks Com Shs (ANET)	0.1	$6.0M	+4%	46k	131.03	View chart
Merck & Co (MRK)	0.1	$5.9M	+19%	57k	105.26	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.1	$5.9M	+9%	114k	51.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$5.8M		125k	46.43	View chart
McDonald's Corporation (MCD)	0.1	$5.8M	+10%	19k	305.63	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$5.8M	+9%	122k	47.35	View chart
Amgen (AMGN)	0.1	$5.8M	+7%	18k	327.30	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$5.8M		37k	155.12	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$5.8M	+18%	123k	46.86	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$5.7M	-9%	82k	69.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$5.7M		207k	27.43	View chart
BlackRock Enhanced Capital and Income (CII)	0.1	$5.6M	-13%	241k	23.37	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$5.6M	+2206%	167k	33.67	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$5.6M	+7%	231k	24.37	View chart
Union Pacific Corporation (UNP)	0.1	$5.6M	+42%	24k	231.32	View chart
Chubb (CB)	0.1	$5.6M	+17%	18k	312.12	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$5.5M		76k	72.62	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$5.5M	+310%	13k	412.76	View chart
Astrazeneca Sponsored Adr	0.1	$5.5M	+4%	60k	91.93	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$5.5M	+2%	116k	47.08	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$5.4M	+4%	45k	121.61	View chart
Intuitive Surgical Com New (ISRG)	0.1	$5.4M	+4%	9.6k	566.35	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$5.4M	+6%	106k	50.70	View chart
Linde SHS (LIN)	0.1	$5.3M		13k	426.39	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$5.3M	+13%	97k	54.77	View chart
Thermo Fisher Scientific (TMO)	0.1	$5.3M	+9%	9.2k	579.43	View chart
Airbnb Com Cl A (ABNB)	0.1	$5.3M	-16%	39k	135.72	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$5.2M		87k	59.93	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$5.2M	-19%	54k	96.16	View chart
Danaher Corporation (DHR)	0.1	$5.2M	+33%	23k	228.92	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$5.2M	+45%	94k	54.84	View chart
Lockheed Martin Corporation (LMT)	0.1	$5.2M	+4%	11k	483.65	View chart
AmerisourceBergen (COR)	0.1	$5.1M	-7%	15k	337.76	View chart
Comcast Corp Cl A (CMCSA)	0.1	$5.1M	+18%	171k	29.89	View chart
At&t (T)	0.1	$5.1M	+16%	206k	24.84	View chart
Prologis (PLD)	0.1	$5.1M	+14%	40k	127.66	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.1	$5.0M	+105%	226k	22.27	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$5.0M	+2%	96k	52.62	View chart
Advanced Micro Devices (AMD)	0.1	$4.9M	+19%	23k	214.16	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$4.9M		6.5k	753.73	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$4.9M	+3%	11k	468.76	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.1	$4.8M	+67%	204k	23.70	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$4.8M	-18%	82k	59.28	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$4.8M	+17%	83k	58.12	View chart

Past Filings by Principal Securities

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

Principal Securities 2025 Q4 filed Feb. 12, 2026
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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