Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Principal Securities

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

Top 5 stock holdings are USMC, IVV, IEFA, AGG, GSUS, and represent 16.91% of Principal Securities's stock portfolio.
Added to shares of these 10 stocks: USMC (+$108M), IVV (+$34M), SPMO (+$17M), IEFA (+$14M), SPTL (+$13M), MDYG (+$12M), IWB (+$12M), VCIT (+$9.9M), GIGB (+$8.6M), GSIE (+$8.1M).
Started 223 new stock positions in TCAF, RHP, KURA, UI, BF.A, BUFT, INO, LOCO, WTI, NSSC.
Reduced shares in these 10 stocks: SPYV (-$22M), IJS (-$20M), QQQM (-$13M), IVW (-$13M), MDYV (-$12M), GCOR (-$10M), AGG (-$9.5M), IJR (-$8.3M), BLV (-$5.7M), FIS.
Sold out of its positions in ADT, ASGN, ADPT, Ageagle Aerial Sys, AGL, ALGT, ARDX, ARIS, Aurora Cannabis, DOOO.
Principal Securities was a net buyer of stock by $359M.
Principal Securities has $3.2B in assets under management (AUM), dropping by 19.57%.
Central Index Key (CIK): 0000012600

Tip: Access up to 7 years of quarterly data

Positions held by Principal Securities consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Principal Securities

Principal Securities holds 3320 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Principal Securities has 3320 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Principal Exchange Traded Us Mega Cp Etf (USMC)	6.0	$194M	+125%	3.8M	51.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.1	$100M	+52%	191k	525.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.0	$96M	+16%	1.3M	74.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.9	$92M	-9%	937k	97.94	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	1.9	$61M	+6%	849k	71.78	View chart
Microsoft Corporation (MSFT)	1.5	$50M	+7%	118k	420.72	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.5	$47M	+32%	164k	288.03	View chart
Amazon (AMZN)	1.2	$39M	+10%	215k	180.38	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	1.1	$36M	+13%	1.7M	20.66	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	1.1	$35M	+30%	1.0M	34.29	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.0	$33M	+15%	528k	61.53	View chart
Principal Exchange Traded Prncpl Vlu Etf (PY)	1.0	$32M	+10%	674k	46.87	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.9	$29M	-26%	699k	41.15	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$29M	+13%	110k	259.90	View chart
Apple (AAPL)	0.9	$28M	+8%	161k	171.48	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.8	$27M	+6%	293k	90.44	View chart
NVIDIA Corporation (NVDA)	0.8	$26M	+9%	29k	903.57	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.8	$26M	+13%	256k	99.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$25M	-24%	228k	110.52	View chart
Principal Exchange Traded Focused Blue Chi (BCHP)	0.8	$25M	+13%	798k	31.26	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$25M		482k	51.60	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$24M	-33%	287k	84.44	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.7	$24M	+24%	121k	195.10	View chart
Ishares Tr Core Msci Total (IXUS)	0.7	$22M	+16%	330k	67.86	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$22M		119k	186.81	View chart
Meta Platforms Cl A (META)	0.6	$21M	+4%	43k	485.58	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.6	$20M	+4%	349k	58.55	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.6	$20M		195k	103.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$20M		130k	150.93	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$19M	+2%	117k	162.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$19M	+8%	42k	444.01	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.6	$18M	+238%	657k	27.94	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$18M	+7%	250k	72.63	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.6	$18M	+10%	1.0M	17.91	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.5	$17M	+348803%	209k	80.22	View chart
Global X Fds S&p 500 Covered (XYLD)	0.5	$16M	+4%	382k	40.79	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.5	$16M	+404%	177k	87.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$15M	+8%	307k	50.17	View chart
Principal Exchange Traded Quality Etf (PSET)	0.5	$15M	+8%	221k	67.82	View chart
Visa Com Cl A (V)	0.5	$15M	+8%	53k	279.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$15M	+5%	35k	420.52	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.4	$14M	+7%	237k	59.24	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$14M	+5%	119k	117.21	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.4	$14M	+7%	393k	34.21	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$13M	+26%	165k	80.63	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$13M	+7%	87k	152.26	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.4	$13M	+6%	980k	13.36	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.4	$13M		72k	175.27	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.4	$12M	+233%	268k	45.79	View chart
JPMorgan Chase & Co. (JPM)	0.4	$12M	+7%	61k	200.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$12M	+3%	132k	92.72	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$12M	+7%	143k	83.58	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$12M	+502%	147k	80.51	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$12M	-12%	46k	249.86	View chart
Principal Exchange Traded Prin U S Small (PSC)	0.4	$12M	+12%	232k	49.57	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.4	$11M	+6%	287k	39.66	View chart
Mastercard Incorporated Cl A (MA)	0.4	$11M		24k	481.58	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$11M	-2%	144k	77.31	View chart
Vanguard World Comm Srvc Etf (VOX)	0.3	$11M	+3%	84k	131.22	View chart
Ishares Tr Msci Usa Sze Ft (SIZE)	0.3	$11M	+7%	75k	142.29	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	0.3	$11M	+7%	211k	49.89	View chart
PIMCO Corporate Income Fund (PCN)	0.3	$11M	+10%	751k	13.97	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$11M	+5%	179k	58.55	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$10M	+9%	179k	58.06	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$10M	+52%	94k	110.05	View chart
Vanguard World Financials Etf (VFH)	0.3	$10M	+4%	99k	102.39	View chart
UnitedHealth (UNH)	0.3	$10M	+2%	21k	494.70	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.3	$10M		143k	70.88	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$9.9M	+14%	164k	60.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$9.3M	+2%	18k	523.08	View chart
Ishares Msci Germany Etf (EWG)	0.3	$9.1M	+3%	285k	31.75	View chart
Eli Lilly & Co. (LLY)	0.3	$9.0M	+32%	12k	777.96	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$8.9M	+212%	78k	114.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$8.8M	+9%	39k	228.59	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$8.5M	+19%	73k	116.84	View chart
Booking Holdings (BKNG)	0.3	$8.3M	+9%	2.3k	3628.48	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$8.2M	+13%	60k	136.05	View chart
Charles Schwab Corporation (SCHW)	0.3	$8.2M	+25%	113k	72.34	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$8.1M	+6%	91k	89.67	View chart
Vanguard World Health Car Etf (VHT)	0.3	$8.1M		30k	270.52	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$8.0M	+20%	103k	77.73	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.2	$7.8M	+5%	159k	48.99	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.2	$7.8M	+17%	162k	47.95	View chart
Exxon Mobil Corporation (XOM)	0.2	$7.7M	+9%	66k	116.24	View chart
Advanced Micro Devices (AMD)	0.2	$7.4M	-4%	41k	180.49	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$7.3M	+49%	127k	57.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$7.1M	+27%	170k	41.77	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$7.1M	+6%	35k	204.14	View chart
Tesla Motors (TSLA)	0.2	$7.0M	+38%	40k	175.79	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$6.9M	+7%	66k	105.03	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$6.9M	+7%	75k	92.42	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$6.8M	+24%	150k	45.59	View chart
Principal Exchange Traded Spectrum Pfd (PREF)	0.2	$6.8M	+18%	376k	18.15	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$6.7M	+250%	116k	58.11	View chart
salesforce (CRM)	0.2	$6.6M	+80%	22k	301.18	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.2	$6.5M	+4%	112k	58.64	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$6.5M	+25%	60k	107.41	View chart
Adobe Systems Incorporated (ADBE)	0.2	$6.5M	+5%	13k	504.59	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.2	$6.4M	+12%	190k	33.73	View chart
Chevron Corporation (CVX)	0.2	$6.4M	+6%	41k	157.74	View chart
Global X Fds Internet Of Thng (SNSR)	0.2	$6.4M	+3%	176k	36.23	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.2	$6.3M	-17%	202k	31.34	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.2	$6.3M	+10%	490k	12.93	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$6.3M	+4%	275k	22.77	View chart
Principal Exchange Traded Active High Yl (YLD)	0.2	$6.3M	+38%	327k	19.16	View chart
Walt Disney Company (DIS)	0.2	$6.2M	+11%	51k	122.36	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$6.0M	+654%	32k	187.35	View chart
Abbvie (ABBV)	0.2	$6.0M	+3%	33k	182.10	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$6.0M	-5%	63k	94.41	View chart
Iqvia Holdings (IQV)	0.2	$6.0M	+9%	24k	252.89	View chart
BlackRock Enhanced Capital and Income (CII)	0.2	$5.9M	-8%	304k	19.49	View chart
Anthem (ELV)	0.2	$5.9M	+11%	11k	518.53	View chart
Merck & Co (MRK)	0.2	$5.8M	+10%	44k	131.95	View chart
Broadcom (AVGO)	0.2	$5.7M		4.3k	1325.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$5.5M	+440%	91k	60.74	View chart
Qualcomm (QCOM)	0.2	$5.5M	+11%	33k	169.30	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$5.4M	-2%	45k	120.99	View chart
Comcast Corp Cl A (CMCSA)	0.2	$5.4M	+11%	124k	43.35	View chart
Home Depot (HD)	0.2	$5.3M	+10%	14k	383.60	View chart
CarMax (KMX)	0.2	$5.3M	+11%	61k	87.11	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$5.1M	-28%	67k	76.67	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$5.1M	-9%	44k	115.30	View chart
Starbucks Corporation (SBUX)	0.2	$5.1M	+36%	56k	91.39	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$5.1M	+14%	106k	47.62	View chart
Costco Wholesale Corporation (COST)	0.2	$5.1M	+20%	6.9k	732.59	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.2	$5.0M	+8214%	142k	35.37	View chart
Ishares Tr Msci China Etf (MCHI)	0.2	$5.0M	+15%	126k	39.73	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$5.0M	+2%	85k	58.59	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$5.0M		88k	56.17	View chart
Coca-Cola Company (KO)	0.2	$4.9M	+7%	81k	61.18	View chart
Wells Fargo & Company (WFC)	0.2	$4.9M	+10%	84k	57.96	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$4.8M	+10%	69k	68.80	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$4.7M	+3%	15k	320.60	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$4.7M	+195%	35k	135.06	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$4.7M	+2%	93k	50.60	View chart
Medtronic SHS (MDT)	0.1	$4.7M	+22%	54k	87.15	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.1	$4.6M	-30%	69k	67.39	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$4.5M	-33%	69k	65.55	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.1	$4.5M	+7%	127k	35.61	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$4.5M	+11%	155k	29.02	View chart
Novo-nordisk A S Adr (NVO)	0.1	$4.4M	+26%	34k	128.40	View chart
Procter & Gamble Company (PG)	0.1	$4.4M	+16%	27k	162.25	View chart
Verizon Communications (VZ)	0.1	$4.4M	+6%	104k	41.96	View chart
Wal-Mart Stores (WMT)	0.1	$4.4M	+229%	73k	60.17	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$4.4M	+65%	140k	31.16	View chart
Philip Morris International (PM)	0.1	$4.3M	-7%	47k	91.62	View chart
Johnson & Johnson (JNJ)	0.1	$4.2M	+15%	27k	158.19	View chart
TransDigm Group Incorporated (TDG)	0.1	$4.2M	+2%	3.4k	1231.74	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$4.2M	-10%	77k	54.40	View chart
Union Pacific Corporation (UNP)	0.1	$4.1M		17k	245.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$4.1M	+16%	8.6k	480.67	View chart
Principal Exchange Traded Real Estate Acti (BYRE)	0.1	$4.1M	+14%	175k	23.59	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.1M	+13%	9.1k	454.87	View chart
Caterpillar (CAT)	0.1	$4.1M	-13%	11k	366.44	View chart
Pepsi (PEP)	0.1	$4.0M		23k	175.01	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$4.0M	-24%	209k	19.29	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$4.0M	+24%	88k	45.61	View chart
AmerisourceBergen (COR)	0.1	$4.0M	+4%	16k	242.99	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$4.0M	+24%	46k	85.65	View chart
Diageo Spon Adr New (DEO)	0.1	$3.9M	+633%	27k	148.74	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$3.9M	+4%	11k	346.61	View chart
International Business Machines (IBM)	0.1	$3.9M	+36%	21k	190.96	View chart
Goldman Sachs Etf Tr Activebeta Wrld (GLOV)	0.1	$3.9M	-32%	83k	46.94	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$3.9M	+8%	24k	164.01	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.1	$3.8M	+42%	78k	48.98	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$3.8M	-4%	45k	84.09	View chart
Innovator Etfs Trust Prem Inc 40 Barr (OCTQ)	0.1	$3.8M		158k	23.96	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.8M	+5%	22k	169.37	View chart
Servicenow (NOW)	0.1	$3.8M	+4%	4.9k	762.40	View chart
BlackRock (BLK)	0.1	$3.7M	+3%	4.5k	833.73	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$3.7M	+61%	114k	32.50	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.6M	+4%	34k	107.60	View chart
CVS Caremark Corporation (CVS)	0.1	$3.6M	+11%	46k	79.76	View chart
Progressive Corporation (PGR)	0.1	$3.6M	+5%	17k	206.81	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$3.6M	-47%	44k	81.78	View chart
Intel Corporation (INTC)	0.1	$3.6M	+9%	81k	44.17	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	0.1	$3.6M	+9%	129k	27.76	View chart
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)	0.1	$3.6M	+720%	147k	24.40	View chart
Goldman Sachs Etf Tr Access Emng Mkts (GEMD)	0.1	$3.6M	+5%	87k	41.07	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$3.6M	+25%	110k	32.23	View chart
Innovator Etfs Trust Premium Inc 30 B (OCTJ)	0.1	$3.5M		145k	24.05	View chart
Intuit (INTU)	0.1	$3.5M	+12%	5.4k	650.00	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$3.5M	+9%	70k	49.22	View chart
United Parcel Service CL B (UPS)	0.1	$3.5M	+4%	23k	148.63	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$3.4M	+21%	69k	49.19	View chart
Netflix (NFLX)	0.1	$3.4M	+17%	5.6k	607.33	View chart
Palo Alto Networks (PANW)	0.1	$3.3M	+240%	12k	284.13	View chart
American Tower Reit (AMT)	0.1	$3.3M	+37%	17k	197.60	View chart
Fiserv (FI)	0.1	$3.3M	+15%	21k	159.82	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$3.3M	+14%	66k	49.95	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$3.3M	+6%	76k	43.36	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$3.2M	+30%	34k	94.66	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$3.2M	+880%	90k	35.71	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.1	$3.2M	+14%	89k	36.08	View chart
Applied Materials (AMAT)	0.1	$3.2M		16k	206.23	View chart
Air Products & Chemicals (APD)	0.1	$3.2M	+9%	13k	242.26	View chart
Snowflake Cl A (SNOW)	0.1	$3.2M	+59%	20k	161.60	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$3.2M	+12%	22k	147.73	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$3.2M	+4%	76k	41.87	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.1	$3.2M	+7%	9.4k	336.33	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$3.1M	+12%	65k	47.89	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$3.1M	+7%	20k	155.91	View chart
Autodesk (ADSK)	0.1	$3.1M	+7%	12k	260.42	View chart
Abbott Laboratories (ABT)	0.1	$3.0M		27k	113.66	View chart
Amgen (AMGN)	0.1	$3.0M	+5%	11k	284.32	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$3.0M	+52%	91k	32.69	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.9M	+16%	8.5k	344.20	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.9M	+12%	30k	96.71	View chart
Bank of America Corporation (BAC)	0.1	$2.9M	+9%	75k	37.92	View chart
Danaher Corporation (DHR)	0.1	$2.8M	+18%	11k	249.73	View chart
Oracle Corporation (ORCL)	0.1	$2.8M	+19%	23k	125.61	View chart
McDonald's Corporation (MCD)	0.1	$2.8M	+4%	10k	281.95	View chart
Enbridge (ENB)	0.1	$2.8M	+28%	78k	36.18	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.8M	+18%	67k	42.13	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.8M	-8%	15k	191.88	View chart
Chubb (CB)	0.1	$2.8M	-4%	11k	259.14	View chart
Linde SHS (LIN)	0.1	$2.8M	+7%	6.0k	464.33	View chart
Phillips 66 (PSX)	0.1	$2.8M	+5%	17k	163.34	View chart
Intuitive Surgical Com New (ISRG)	0.1	$2.8M	-3%	7.0k	399.09	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$2.8M	+5%	113k	24.51	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$2.8M	+10%	29k	95.20	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$2.7M	+44%	58k	47.44	View chart
Nextera Energy (NEE)	0.1	$2.7M	+8%	43k	63.91	View chart
Altria (MO)	0.1	$2.7M	+4%	63k	43.62	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$2.7M	-4%	231k	11.88	View chart
Copart (CPRT)	0.1	$2.7M	+14%	47k	57.92	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$2.7M	+156%	12k	224.99	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$2.7M		59k	45.94	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$2.7M	-27%	64k	42.23	View chart
American Express Company (AXP)	0.1	$2.7M	+13%	12k	227.70	View chart
CoStar (CSGP)	0.1	$2.6M	+4%	27k	96.60	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$2.6M	+87%	78k	33.96	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$2.6M	+157%	82k	31.99	View chart
Ishares Tr Us Oil Gs Ex Etf (IEO)	0.1	$2.6M	+6%	24k	106.97	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$2.6M	+77%	87k	29.77	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.6M	+22%	4.5k	581.22	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$2.6M	+29%	40k	63.85	View chart
Kkr & Co (KKR)	0.1	$2.5M	+6%	25k	100.58	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.5M	+29%	26k	97.53	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$2.5M	+165%	37k	67.63	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$2.5M	-2%	23k	110.21	View chart
Trust For Professional Man Activepassive Us (APUE)	0.1	$2.5M	+330%	77k	32.27	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$2.5M	+31%	23k	108.92	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$2.5M	+73%	22k	110.54	View chart
Hilton Worldwide Holdings (HLT)	0.1	$2.5M	+7%	12k	213.31	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$2.4M	+4%	11k	231.69	View chart
O'reilly Automotive (ORLY)	0.1	$2.4M	+14%	2.1k	1128.88	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$2.4M	+73%	26k	91.80	View chart
ConocoPhillips (COP)	0.1	$2.4M	+15%	19k	127.28	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$2.4M	+42%	65k	36.59	View chart

Past Filings by Principal Securities

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

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z