Principal Securities, INC. — Q4 2024 13F Holdings

Name: Principal Securities, INC. — 13F Holdings, Q4 2024
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0000012600

Total reported value

$6.8B

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Full holdings list this quarter

Showing top 200 holdings (of 3548 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	USMC	Principal US Mega-cap ETF	ETF-Other	5.90%	—	-1.01%
2	AGG	Ishares Core U.s. Aggregate	ETF-Other	2.28%	—	+4.68%
3	PSC	Principal US Small-cap ETF	ETF-Other	1.96%	+0.06%	+30.88%
4	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.84%	—	-21.37%
5	GSUS	Goldman Sachs Marketbeta US	ETF-Commodities	1.84%	-0.20%	+8.39%
6	MSFT	Microsoft CORP	Stock-Tech	1.43%	-0.29%	+10.15%
7	BCHP	Principal Foc Blue Chip ETF	ETF-Other	1.42%	-0.21%	+4.63%
8	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	1.38%	-0.41%	+4359.15%
9	AMZN	Amazon.com INC	Stock-Consumer Disc	1.32%	—	+2.11%
10	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	1.25%	—	+13.47%
11	AAPL	Apple INC	Stock-Tech	1.24%	—	+8.32%
12	IWB	Ishares Russell 1000 ETF	ETF-Other	1.20%	—	+3.49%
13	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	1.07%	+0.13%	-54.13%
14	IDEV	Ishares Core Msci Dev Mkts	ETF-Other	1.00%	—	+4864.70%
15	IG	Prin Invest Grad CORP Etf-ui	ETF-Other	0.98%	+0.13%	+5.10%
16	PY	Principal Value ETF	ETF-Other	0.98%	+0.15%	+3.61%
17	NVDA	Nvidia CORP	Stock-Tech	0.97%	—	+2.35%
18	GSIE	Goldman Sachs Activebeta Int	ETF-Commodities	0.87%	—	+7.50%
19	IWY	Ishares Russell Top 200 Grow	ETF-Other	0.86%	—	+1478.73%
20	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.85%	+0.05%	+10.69%
21	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.83%	—	+21.67%
22	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.82%	—	+12.61%
23	SCHP	Schwab U.s. Tips ETF	ETF-Other	0.79%	+0.11%	+3310.70%
24	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	0.77%	-0.13%	+4.66%
25	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.73%	—	+15.57%
26	IUSV	Ishares Core S&p U.s. Value	ETF-Other	0.70%	+0.06%	+4.50%
27	XMMO	Invesco S&p Midcap Momentum	ETF-Other	0.69%	+0.12%	+918.26%
28	GCOR	Goldman Sachs Access US Agg	ETF-Commodities	0.69%	+0.04%	+7.70%
29	META	Meta Platforms Inc-class A	Stock-Comm Services	0.68%	—	+15.99%
30	PIEQ	Principal Intl Eqty ETF	ETF-Other	0.64%	+0.17%	—
31	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.62%	—	+12.95%
32	IXUS	Ishares Core Intl Stock ETF	ETF-Other	0.62%	—	-0.35%
33	BND	Vanguard Total Bond Market	ETF-Other	0.61%	—	+32.02%
34	GSLC	Goldman Activebeta US Lc ETF	ETF-Commodities	0.55%	—	+0.82%
35	SPTL	Ss Spdr Pf Lng Trm Tsy E-usd	ETF-Other	0.55%	—	+4.64%
36	VTV	Vanguard Value ETF	ETF-Other	0.55%	—	+0.46%
37	SPMO	Invesco S&p 500 Momentum ETF	ETF-Large Cap & Growth	0.52%	—	-25.15%
38	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	0.51%	-0.13%	+18.57%
39	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.50%	—	+2.15%
40	SCHG	Schwab US Large-cap Growth	ETF-Other	0.50%	—	+317.28%
41	VGLT	Vanguard Long-term Treasury	ETF-Gov Bonds	0.50%	—	+7.01%
42	V	Visa Inc-class A Shares	Stock-Financials	0.49%	—	+5.60%
43	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.48%	—	+23.17%
44	QYLD	Global X Nasd 100 Cov Call	ETF-Other	0.45%	—	+5.03%
45	AVGO	Broadcom INC	Stock-Tech	0.45%	—	+33.38%
46	PSET	Principal Quality ETF	ETF-Other	0.45%	—	+1.90%
47	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.44%	—	+2.86%
48	IUSG	Ishares Core S&p U.s. Growth	ETF-Other	0.44%	-0.22%	+1.56%
49	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.43%	—	+7.39%
50	APUE	Activepassive US Equity ETF	ETF-Other	0.42%	—	+46.01%

1–50 of 200