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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, AGG, PSC, IVV, GSUS, and represent 13.82% of Principal Securities's stock portfolio.
Added to shares of these 10 stocks: SPYG (+$60M), IDEV (+$44M), IWY (+$36M), SCHP (+$34M), Principal Exchange Traded (+$29M), XMMO (+$28M), PSC (+$21M), SCHG (+$17M), IUSB (+$7.7M), IEMG (+$6.6M).
Started 252 new stock positions in IOCT, FDEM, CURB, Tidal Etf Tr, TURN, UFO, IGLB, PTLC, OUT, DTD.
Reduced shares in these 10 stocks: IEFA (-$56M), SPYV (-$31M), TIP (-$30M), IWX (-$27M), IVV (-$22M), HDV (-$18M), EWJ (-$8.2M), SPMO (-$7.7M), BBJP (-$7.3M), TSLA (-$5.2M).
Sold out of its positions in SYFI, ACES, ARC, ARKG, IZRL, UAVS, Akoustis Technologies, ALX, ANET, AEYE.
Principal Securities was a net buyer of stock by $369M.
Principal Securities has $4.4B in assets under management (AUM), dropping by 7.39%.
Central Index Key (CIK): 0000012600

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Portfolio Holdings for Principal Securities

Principal Securities holds 3548 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Principal Securities has 3548 total positions. Only the first 250 positions are shown.

Sign up to view all of the Principal Securities Dec. 31, 2024 positions
Download the Principal Securities December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Principal Exchange Traded Us Mega Cp Etf (USMC)	5.9	$262M		4.4M	60.03	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.3	$101M	+4%	1.0M	96.90	View chart
Principal Exchange Traded Prin U S Small (PSC)	2.0	$87M	+30%	1.7M	51.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$82M	-21%	139k	588.68	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	1.8	$82M	+8%	1.0M	80.83	View chart
Microsoft Corporation (MSFT)	1.4	$63M	+10%	150k	421.50	View chart
Principal Exchange Traded Focused Blue Chi (BCHP)	1.4	$63M	+4%	1.9M	34.01	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.4	$61M	+4359%	698k	87.90	View chart
Amazon (AMZN)	1.3	$59M	+2%	268k	219.39	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.2	$55M	+13%	803k	68.94	View chart
Apple (AAPL)	1.2	$55M	+8%	220k	250.42	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.2	$53M	+3%	166k	322.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$48M	-54%	676k	70.28	View chart
Ishares Tr Core Msci Intl (IDEV)	1.0	$45M	+4864%	691k	64.47	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	1.0	$44M	+5%	2.1M	20.34	View chart
Principal Exchange Traded Prncpl Vlu Etf (PY)	1.0	$43M	+3%	877k	49.52	View chart
NVIDIA Corporation (NVDA)	1.0	$43M	+2%	320k	134.29	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.9	$39M	+7%	1.2M	33.34	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.9	$38M	+1478%	163k	235.27	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$38M	+10%	327k	115.22	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$37M	+21%	709k	52.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$37M	+12%	126k	289.81	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$35M	+3310%	1.4M	25.83	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$34M	+4%	337k	101.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$32M	+15%	171k	189.30	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.7	$31M	+4%	337k	92.59	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.7	$31M	+918%	249k	123.53	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.7	$31M	+7%	757k	40.33	View chart
Meta Platforms Cl A (META)	0.7	$30M	+15%	51k	585.51	View chart
Principal Exchange Traded Intl Equity Etf	0.6	$29M	NEW	1.2M	24.17	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$27M	+12%	144k	190.88	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$27M		414k	66.14	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$27M	+32%	374k	71.91	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.6	$25M		213k	115.18	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.6	$24M	+4%	933k	26.19	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$24M		143k	169.30	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.5	$23M	-25%	241k	95.01	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$23M	+18%	397k	57.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$22M	+2%	44k	511.23	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$22M	+317%	794k	27.87	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.5	$22M	+7%	399k	55.35	View chart
Visa Com Cl A (V)	0.5	$22M	+5%	69k	316.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$22M	+23%	449k	47.82	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.5	$20M	+5%	1.1M	18.22	View chart
Broadcom (AVGO)	0.5	$20M	+33%	86k	231.84	View chart
Principal Exchange Traded Quality Etf (PSET)	0.4	$20M		277k	71.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$20M	+2%	103k	190.44	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$20M		140k	139.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$19M	+7%	42k	453.28	View chart
Trust For Professional Man Activepassive Us (APUE)	0.4	$19M	+46%	519k	35.76	View chart
JPMorgan Chase & Co. (JPM)	0.4	$19M	+5%	77k	239.71	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$18M	+73%	401k	45.20	View chart
Global X Fds S&p 500 Covered (XYLD)	0.4	$17M		413k	41.90	View chart
Principal Exchange Traded Active High Yl (YLD)	0.4	$16M	+16%	849k	19.18	View chart
Mastercard Incorporated Cl A (MA)	0.4	$16M	+10%	31k	526.57	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.4	$16M		1.1M	14.95	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$15M	+15%	196k	78.65	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$15M	+3%	75k	197.49	View chart
Vanguard World Comm Srvc Etf (VOX)	0.3	$15M	+2%	96k	154.96	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.3	$14M	+4%	417k	33.90	View chart
Ishares Tr Msci Usa Sze Ft (SIZE)	0.3	$14M	+2%	93k	148.50	View chart
Eli Lilly & Co. (LLY)	0.3	$14M	+17%	18k	771.98	View chart
UnitedHealth (UNH)	0.3	$13M	+11%	26k	505.86	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$13M		70k	189.98	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.3	$13M	+6%	291k	45.07	View chart
PIMCO Corporate Income Fund (PCN)	0.3	$13M	+7%	967k	13.42	View chart
Vanguard World Financials Etf (VFH)	0.3	$13M		108k	118.07	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$12M	+6%	220k	56.48	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$12M	+5%	331k	37.12	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$12M	+5%	150k	80.27	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$12M	+2%	44k	264.13	View chart
Booking Holdings (BKNG)	0.3	$12M	-11%	2.3k	4969.40	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$12M		171k	67.03	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$11M	+75%	131k	87.33	View chart
Tesla Motors (TSLA)	0.3	$11M	-31%	28k	403.83	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$11M	+7%	46k	240.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$11M	+7%	178k	62.31	View chart
salesforce (CRM)	0.2	$11M	+19%	33k	334.33	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.2	$11M	+6%	225k	47.58	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$11M	+74%	59k	178.08	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$10M	-2%	18k	586.08	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$10M		113k	91.68	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$10M	+45%	280k	36.79	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$10M	-2%	132k	78.01	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.2	$10M	+6%	354k	29.05	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.2	$10M	-2%	169k	60.56	View chart
Vanguard World Health Car Etf (VHT)	0.2	$10M		40k	253.69	View chart
Charles Schwab Corporation (SCHW)	0.2	$9.9M	+4%	134k	74.01	View chart
Exxon Mobil Corporation (XOM)	0.2	$9.8M	+6%	92k	107.57	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$9.7M	-8%	85k	114.48	View chart
Principal Exchange Traded Spectrum Tax Adv (PQDI)	0.2	$9.6M	+3%	508k	18.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$9.6M	+5%	217k	44.04	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.2	$9.5M	+29%	404k	23.47	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$9.5M	+210%	346k	27.32	View chart
Trust For Professional Man Activepassive Eq (APIE)	0.2	$9.4M	+48%	336k	28.02	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$9.4M	+5%	188k	50.11	View chart
Wal-Mart Stores (WMT)	0.2	$9.3M	+13%	103k	90.35	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$9.2M	+3%	439k	21.06	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$9.1M	+66%	173k	52.47	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$9.0M	+20%	57k	159.52	View chart
Costco Wholesale Corporation (COST)	0.2	$8.5M	+15%	9.3k	916.29	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$8.4M	-23%	257k	32.76	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$8.4M	+2%	40k	211.38	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$8.3M	+58%	140k	59.14	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$8.2M	+34%	15k	538.82	View chart
Abbvie (ABBV)	0.2	$8.1M	+12%	46k	177.70	View chart
Home Depot (HD)	0.2	$8.1M	+18%	21k	389.00	View chart
Trust For Professional Man Activepassive Cr (APCB)	0.2	$8.1M	+51%	279k	28.98	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$8.1M	-4%	91k	88.79	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$8.0M	+15%	227k	35.26	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$8.0M	-5%	113k	70.71	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.2	$8.0M	+4%	553k	14.41	View chart
Wells Fargo & Company (WFC)	0.2	$8.0M	+12%	113k	70.24	View chart
Walt Disney Company (DIS)	0.2	$7.9M	+20%	71k	111.35	View chart
Ishares Msci Germany Etf (EWG)	0.2	$7.9M	+4%	247k	31.82	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$7.7M	+15%	219k	34.97	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$7.6M	+4%	239k	31.92	View chart
Philip Morris International (PM)	0.2	$7.6M	+14%	63k	120.35	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.2	$7.5M	+16%	328k	23.02	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$7.5M	+5%	144k	52.27	View chart
Chevron Corporation (CVX)	0.2	$7.5M	+11%	52k	144.84	View chart
Netflix (NFLX)	0.2	$7.4M	+13%	8.3k	891.32	View chart
Adobe Systems Incorporated (ADBE)	0.2	$7.2M	+4%	16k	444.68	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$7.1M	+108%	74k	96.83	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$7.0M	+22%	55k	128.62	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$7.0M	+106%	137k	51.25	View chart
Starbucks Corporation (SBUX)	0.2	$7.0M		77k	91.25	View chart
Caterpillar (CAT)	0.2	$7.0M	+5%	19k	362.76	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$6.9M	+1502%	65k	106.84	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$6.9M	+221%	291k	23.68	View chart
Ishares Tr Msci China Etf (MCHI)	0.2	$6.8M		145k	46.86	View chart
Anthem (ELV)	0.2	$6.8M	+15%	18k	368.89	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$6.7M	+33%	63k	106.55	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$6.7M	-81%	63k	106.55	View chart
Oracle Corporation (ORCL)	0.1	$6.6M	+12%	40k	166.64	View chart
Coca-Cola Company (KO)	0.1	$6.6M	+4%	106k	62.26	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$6.3M	+282%	111k	56.38	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$6.1M	-4%	100k	61.34	View chart
Qualcomm (QCOM)	0.1	$6.1M	+11%	40k	153.62	View chart
CarMax (KMX)	0.1	$6.1M	+2%	74k	81.76	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$6.0M	+2%	61k	98.47	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$6.0M	+2%	119k	50.13	View chart
Iqvia Holdings (IQV)	0.1	$5.8M	+7%	30k	196.51	View chart
BlackRock Enhanced Capital and Income (CII)	0.1	$5.8M	-9%	289k	20.10	View chart
Ishares Msci Sth Kor Etf (EWY)	0.1	$5.8M	+5%	114k	50.89	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.1	$5.7M		183k	31.43	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$5.7M	+24%	16k	351.79	View chart
Principal Exchange Traded Real Estate Acti (BYRE)	0.1	$5.7M	+5%	233k	24.54	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$5.7M	+8%	43k	131.76	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$5.7M	-2%	84k	67.88	View chart
Blackrock (BLK)	0.1	$5.7M	NEW	5.5k	1025.20	View chart
Fiserv (FI)	0.1	$5.6M	+6%	27k	205.42	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$5.6M	-9%	99k	56.26	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$5.6M	+23%	72k	77.27	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$5.6M	+4%	80k	69.13	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$5.5M	+17%	58k	95.47	View chart
Procter & Gamble Company (PG)	0.1	$5.5M	+14%	33k	167.65	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$5.4M	+9%	23k	242.17	View chart
Global X Fds Internet Of Thng (SNSR)	0.1	$5.4M	-9%	155k	34.90	View chart
Verizon Communications (VZ)	0.1	$5.4M	+9%	135k	39.99	View chart
Johnson & Johnson (JNJ)	0.1	$5.4M	+6%	37k	144.62	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$5.4M	-2%	92k	58.35	View chart
United Parcel Service CL B (UPS)	0.1	$5.3M	+2%	42k	126.10	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$5.3M		28k	186.70	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$5.3M		105k	50.39	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$5.3M		41k	127.59	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$5.3M	+3%	109k	48.33	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$5.2M	+16%	140k	37.17	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$5.2M	+9%	156k	33.21	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$5.2M	+4%	226k	22.98	View chart
Diageo Spon Adr New (DEO)	0.1	$5.2M		41k	127.13	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$5.1M	+14%	110k	46.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$5.0M	+2278%	127k	39.57	View chart
Applied Materials (AMAT)	0.1	$5.0M	+40%	31k	162.63	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$5.0M	+23%	54k	92.45	View chart
Merck & Co (MRK)	0.1	$5.0M	-4%	50k	99.48	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$5.0M		99k	49.96	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$4.9M	-13%	108k	45.34	View chart
Bank of America Corporation (BAC)	0.1	$4.9M	+14%	111k	43.95	View chart
Goldman Sachs Etf Tr Activebeta Wrld (GLOV)	0.1	$4.8M	+4%	97k	49.43	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.1	$4.8M	+7%	99k	48.21	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$4.8M	+9%	54k	89.04	View chart
Medtronic SHS (MDT)	0.1	$4.7M	+24%	59k	79.88	View chart
Air Products & Chemicals (APD)	0.1	$4.7M	-6%	16k	290.04	View chart
Thermo Fisher Scientific (TMO)	0.1	$4.7M	+9%	9.1k	520.23	View chart
AmerisourceBergen (COR)	0.1	$4.7M	+11%	21k	224.68	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$4.6M	-13%	80k	58.00	View chart
Abbott Laboratories (ABT)	0.1	$4.6M	+25%	41k	113.11	View chart
Goldman Sachs (GS)	0.1	$4.6M	+26%	8.0k	572.64	View chart
American Express Company (AXP)	0.1	$4.6M	+12%	16k	296.79	View chart
TransDigm Group Incorporated (TDG)	0.1	$4.6M	+8%	3.6k	1267.15	View chart
Comcast Corp Cl A (CMCSA)	0.1	$4.6M	-5%	122k	37.53	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.6M	+27%	39k	115.72	View chart
Palo Alto Networks (PANW)	0.1	$4.5M	+116%	25k	181.96	View chart
Intuit (INTU)	0.1	$4.5M	+5%	7.2k	628.50	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.5M	+5%	9.4k	485.97	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$4.5M	+20%	95k	47.77	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$4.5M	+15%	166k	26.92	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$4.5M	+14%	91k	49.05	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$4.4M	+25%	152k	29.22	View chart
Autodesk (ADSK)	0.1	$4.4M	+15%	15k	295.57	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$4.4M	+79%	43k	102.28	View chart
Altria (MO)	0.1	$4.3M	+18%	83k	52.29	View chart
Goldman Sachs Etf Tr Access Emng Mkts (GEMD)	0.1	$4.3M	+7%	108k	39.86	View chart
Duke Energy Corp Com New (DUK)	0.1	$4.3M	+15%	40k	107.74	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$4.3M	+6%	61k	70.00	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$4.3M	+4%	111k	38.64	View chart
TJX Companies (TJX)	0.1	$4.2M	+20%	35k	120.81	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$4.2M	-13%	12k	342.17	View chart
Palantir Technologies Cl A (PLTR)	0.1	$4.2M	-2%	55k	75.63	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$4.2M	+24%	42k	100.32	View chart
Nextera Energy (NEE)	0.1	$4.2M	+12%	58k	71.69	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$4.1M		172k	24.19	View chart
Progressive Corporation (PGR)	0.1	$4.1M	+10%	17k	239.61	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$4.1M	+1568%	85k	48.09	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.1	$4.1M		219k	18.61	View chart
Arista Networks Com Shs	0.1	$4.1M	NEW	37k	110.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$4.0M	-4%	23k	175.23	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$4.0M	+5%	25k	161.77	View chart
Intuitive Surgical Com New (ISRG)	0.1	$4.0M	-2%	7.6k	521.96	View chart
Hilton Worldwide Holdings (HLT)	0.1	$4.0M	+9%	16k	247.16	View chart
Linde SHS (LIN)	0.1	$4.0M	+18%	9.5k	418.66	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$4.0M	+6%	80k	49.74	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$3.9M	-6%	69k	57.45	View chart
Trust For Professional Man Activepassive Mn (APMU)	0.1	$3.9M	+28%	159k	24.66	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$3.9M	+8%	213k	18.34	View chart
International Business Machines (IBM)	0.1	$3.9M	+12%	18k	219.83	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$3.9M	+91%	70k	55.45	View chart
Kkr & Co (KKR)	0.1	$3.8M	+6%	26k	147.91	View chart
Chubb (CB)	0.1	$3.8M	+22%	14k	276.30	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.1	$3.8M	-26%	103k	37.35	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$3.8M	+41%	44k	86.89	View chart
Cisco Systems (CSCO)	0.1	$3.8M	+25%	64k	59.20	View chart
Becton, Dickinson and (BDX)	0.1	$3.8M	+93%	17k	226.87	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.8M	-2%	43k	88.40	View chart
Enbridge (ENB)	0.1	$3.7M		87k	42.43	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$3.7M	-6%	42k	87.82	View chart
Honeywell International (HON)	0.1	$3.7M	+29%	16k	225.89	View chart
Pepsi (PEP)	0.1	$3.6M	-7%	24k	152.06	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$3.6M	+13%	71k	50.37	View chart
Amgen (AMGN)	0.1	$3.5M		14k	260.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$3.5M		86k	41.17	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$3.5M	-2%	8.6k	410.43	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.1	$3.5M	+13%	30k	116.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$3.5M	+5%	16k	220.95	View chart
Danaher Corporation (DHR)	0.1	$3.4M	+4%	15k	229.54	View chart
Union Pacific Corporation (UNP)	0.1	$3.4M	+6%	15k	228.04	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$3.4M	+1351%	91k	37.42	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$3.4M	+9%	39k	87.25	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NOCT)	0.1	$3.4M	+1596%	66k	51.34	View chart

Past Filings by Principal Securities

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

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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