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PRINCIPAL SECURITIES, INC.

Q2 2025 · Filed 2025-08-11
Market Value
$5.2B
+18.2%
Holdings
3,803
+348
New Purchases
348
Added To
1,769
Closed
250
Reduced
1,084
Top 10 Concentration
21.2%
Turnover
15.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IUSV 1.32% 0.70% +0.62% $69M
IVV 2.48% 1.87% +0.61% $130M
SPMO 1.06% 0.52% +0.54% $55M
IUSG 0.88% 0.44% +0.44% $46M
BCHP 1.83% 1.43% +0.40% $96M
PSC 2.29% 1.97% +0.32% $120M
MTUM 0.35% 0.06% +0.29% $18M
GCOR 0.95% 0.69% +0.26% $50M
ITOT 0.41% 0.16% +0.25% $21M
APUE 0.67% 0.42% +0.25% $35M
MSFT 1.68% 1.44% +0.24% $88M
SCHG 0.74% 0.50% +0.24% $39M
LCAP 0.21% 0.00% +0.21% $11M
META 0.86% 0.68% +0.18% $45M
LQD 0.33% 0.16% +0.17% $17M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
USMC 4.79% 5.92% -1.13% $251M
SPYG 0.41% 1.38% -0.97% $22M
IWY 0.08% 0.86% -0.78% $4M
XMMO 0.08% 0.69% -0.61% $4M
IDEV 0.64% 1.01% -0.37% $33M
SPTL 0.19% 0.55% -0.36% $10M
PY 0.65% 0.98% -0.33% $34M
SIZE 0.00% 0.31% -0.31% $110K
PEP 0.06% 0.35% -0.30% $3M
IJR 0.56% 0.85% -0.29% $29M
AAPL 0.96% 1.25% -0.29% $50M
TLT 0.00% 0.26% -0.25% $255K
IQLT 0.06% 0.28% -0.22% $3M
VFH 0.09% 0.29% -0.20% $5M
EWG 0.00% 0.18% -0.18% $33K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 81 $1.1B 21.7%
Large Cap 1,060 $2.3B 44.4%
Mid Cap 1,166 $842M 16.1%
Small Cap 1,034 $588M 11.2%
Micro Cap 462 $344M 6.6%

Portfolio Analytics

Avg Market Cap
$29.9B
Median Market Cap
$3.5B
Avg P/E
32.0
Median P/E
20.3
Avg Dividend Yield
0.03%
Avg Beta
0.96
# Stocks
2,321
# ETFs / Funds
1,482

Top Holdings (3,803 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 USMC 4.79% 4,006,418 $251M $62.56 -$12M -361,749 -8.3%
2 IVV 2.48% 209,105 $130M $620.90 $47M +68,528 +48.8%
3 PSC 2.29% 2,247,525 $120M $53.28 $33M +548,537 +32.3%
4 AGG 2.29% 1,207,095 $120M $99.20 $18M +154,690 +14.7%
5 BCHP 1.83% 2,614,043 $96M $36.63 $32M +752,941 +40.5%
6 GSUS 1.83% 1,118,621 $96M $85.57 $14M +107,586 +10.6%
7 MSFT 1.68% 176,720 $88M $497.41 $24M +25,642 +17.0%
8 SPLG 1.39% 999,568 $73M $72.69 $17M +196,879 +24.5%
9 IUSV 1.32% 733,140 $69M $94.63 $38M +396,094 +117.5%
10 AMZN 1.27% 303,233 $67M $219.39 $7M +33,730 +12.5%
11 IWB 1.16% 178,911 $61M $339.57 $7M +12,970 +7.8%
12 NVDA 1.10% 365,091 $58M $157.99 $14M +41,751 +12.9%
13 SPMO 1.06% 492,791 $55M $112.47 $33M +251,876 +104.5%
14 IG 1.02% 2,558,134 $53M $20.81 $10M +420,214 +19.7%
15 IEFA 0.97% 607,789 $51M $83.48 $3M -68,933 -10.2%
16 AAPL 0.96% 245,764 $50M $205.17 -$5M +24,503 +11.1%
17 GCOR 0.95% 1,197,922 $50M $41.34 $19M +440,979 +58.3%
18 IUSG 0.88% 304,934 $46M $150.40 $26M +164,847 +117.7%
19 IEMG 0.87% 756,255 $45M $60.03 $8M +46,502 +6.5%
20 META 0.86% 60,881 $45M $738.09 $15M +9,344 +18.1%
21 VTI 0.85% 145,769 $44M $303.93 $8M +19,685 +15.6%
22 GSIE 0.82% 1,088,092 $43M $39.66 $5M -69,474 -6.0%
23 IVW 0.81% 384,442 $42M $110.10 $8M +47,727 +14.2%
24 SCHG 0.74% 1,324,545 $39M $29.21 $17M +530,942 +66.9%
25 SCHP 0.72% 1,413,404 $38M $26.68 $3M +55,519 +4.1%
26 IXUS 0.69% 466,172 $36M $77.31 $9M +52,466 +12.7%
27 APUE 0.67% 926,697 $35M $37.60 $16M +407,397 +78.5%
28 PY 0.65% 684,709 $34M $49.55 -$9M -192,046 -21.9%
29 IDEV 0.64% 438,386 $33M $76.04 -$11M -252,501 -36.5%
30 GOOGL 0.61% 181,452 $32M $176.23 -$441K +10,198 +6.0%
31 JEPI 0.61% 560,284 $32M $56.85 $9M +161,516 +40.5%
32 AVGO 0.58% 109,731 $30M $275.65 $10M +23,284 +26.9%
33 GSLC 0.56% 242,264 $29M $121.38 $5M +29,119 +13.7%
34 IJR 0.56% 268,461 $29M $109.29 -$8M -59,703 -18.2%
35 PSET 0.55% 390,157 $29M $73.60 $9M +112,622 +40.6%
36 VEA 0.53% 491,118 $28M $57.01 $6M +40,145 +8.9%
37 YLD 0.53% 1,442,664 $28M $19.37 $12M +592,842 +69.8%
38 V 0.51% 75,317 $27M $355.05 $5M +6,048 +8.7%
39 BND 0.49% 350,471 $26M $73.63 -$1M -23,608 -6.3%
40 JPM 0.49% 88,215 $26M $289.91 $7M +10,692 +13.8%
41 IVE 0.46% 124,400 $24M $195.42 -$3M -19,156 -13.3%
42 VTV 0.46% 135,372 $24M $176.74 -$483K -8,804 -6.1%
43 QQQ 0.45% 42,362 $23M $551.64 $1M -1,301 -3.0%
44 BRK-B 0.42% 44,867 $22M $485.77 $2M +2,138 +5.0%
45 SPYG 0.41% 227,380 $22M $95.32 -$40M -470,121 -67.4%
46 IUSB 0.41% 467,574 $22M $46.23 $3M +65,520 +16.3%
47 ITOT 0.41% 159,024 $21M $135.04 $14M +103,987 +188.9%
48 HYG 0.40% 261,156 $21M $80.65 $6M +65,570 +33.5%
49 GOOG 0.37% 108,948 $19M $177.39 -$358K +5,587 +5.4%
50 VGLT 0.37% 343,644 $19M $56.12 -$3M -55,719 -13.9%
51 TSM 0.36% 83,645 $19M $226.49 $4M +8,065 +10.7%
52 MTUM 0.35% 76,497 $18M $240.32 $16M +63,649 +495.4%
53 APIE 0.35% 548,884 $18M $33.32 $9M +212,684 +63.3%
54 ETY 0.34% 1,134,479 $18M $15.47 $2M +75,819 +7.2%
55 QYLD 0.33% 1,042,214 $17M $16.72 -$3M -68,055 -6.1%
56 LQD 0.33% 156,394 $17M $109.61 $10M +91,622 +141.4%
57 FNDX 0.32% 691,363 $17M $24.54 $10M +400,639 +137.8%
58 EWU 0.32% 423,890 $17M $39.72 $3M +6,468 +1.6%
59 XYLD 0.31% 417,860 $16M $38.94 -$1M +2,270 +0.6%
60 MA 0.31% 28,822 $16M $561.94 $108K -1,730 -5.7%
61 MBB 0.31% 172,478 $16M $93.89 $6M +59,311 +52.4%
62 QUAL 0.31% 88,152 $16M $182.82 $6M +28,836 +48.6%
63 FNDE 0.30% 468,365 $15M $33.01 $5M +114,225 +32.2%
64 VOX 0.29% 88,093 $15M $171.03 $256K -7,483 -7.8%
65 GIGB 0.29% 324,781 $15M $46.02 $2M +34,287 +11.8%
66 LLY 0.29% 19,148 $15M $779.55 $1M +1,241 +6.9%
67 VCIT 0.28% 177,243 $15M $82.92 $3M +26,608 +17.7%
68 DYNF 0.28% 269,612 $15M $54.46 $8M +133,114 +97.5%
69 USHY 0.28% 390,542 $15M $37.51 $4M +110,272 +39.3%
70 APCB 0.27% 478,359 $14M $29.64 $6M +198,914 +71.2%
71 SPHY 0.26% 582,944 $14M $23.80 $4M +179,330 +44.4%
72 BKNG 0.26% 2,383 $14M $5,790.26 $2M +70 +3.0%
73 VCSH 0.26% 172,205 $14M $79.50 $3M +38,588 +28.9%
74 VXF 0.26% 70,137 $14M $192.71 $73K -622 -0.9%
75 PM 0.26% 74,127 $14M $182.13 $6M +11,374 +18.1%
76 ORCL 0.25% 60,905 $13M $218.63 $7M +21,064 +52.9%
77 SCHW 0.25% 143,926 $13M $91.24 $3M +10,083 +7.5%
78 CMDY 0.24% 253,016 $13M $50.44 $2M +27,615 +12.2%
79 SPHQ 0.24% 174,560 $12M $71.26 $984K +3,657 +2.1%
80 NFLX 0.24% 9,226 $12M $1,339.13 $5M +819 +9.7%
81 SPY 0.23% 19,872 $12M $617.84 $2M +2,105 +11.8%
82 VHT 0.23% 48,092 $12M $248.34 $2M +8,520 +21.5%
83 GEM 0.23% 318,162 $12M $37.21 $4M +79,698 +33.4%
84 VO 0.22% 41,617 $12M $279.83 -$259K -3,455 -7.7%
85 WMT 0.22% 117,283 $11M $97.78 $2M +13,519 +13.0%
86 COST 0.22% 11,579 $11M $989.93 $3M +2,295 +24.7%
87 VWO 0.22% 229,457 $11M $49.46 $2M +10,910 +5.0%
88 GSY 0.22% 225,079 $11M $50.14 $2M +35,694 +18.9%
89 IJH 0.22% 181,884 $11M $62.02 $182K +3,773 +2.1%
90 HIGH 0.21% 463,219 $11M $24.23 $4M +135,767 +41.5%
91 HD 0.21% 30,399 $11M $366.64 $3M +9,445 +45.1%
92 VOO 0.21% 19,463 $11M $568.04 $3M +4,195 +27.5%
93 MLPX 0.21% 175,551 $11M $62.66 $779K +6,770 +4.0%
94 XOM 0.21% 100,486 $11M $107.80 $970K +8,803 +9.6%
95 LCAP 0.21% 401,778 $11M $26.84 +401,778 NEW
96 CGDV 0.21% 272,431 $11M $39.49 $3M +45,083 +19.8%
97 ABBV 0.21% 57,871 $11M $185.62 $3M +12,131 +26.5%
98 EQWL 0.20% 96,369 $11M $109.97 $6M +52,745 +120.9%
99 TSLA 0.20% 33,076 $11M $317.66 -$830K +5,002 +17.8%
100 SCHH 0.20% 493,298 $10M $21.16 $1M +49,691 +11.2%

New Positions

SymbolValue% Port
LCAP $11M 0.21%
GGUS $6M 0.11%
BENJ $3M 0.05%
EUAD $2M 0.05%
PRN $2M 0.04%
IAUM $2M 0.03%
JSMD $2M 0.03%
BAI $1M 0.03%
HBTA $1M 0.03%
FDTX $817K 0.02%
SDCI $783K 0.01%
DBP $772K 0.01%
GARP $719K 0.01%
JCPB $696K 0.01%
CPA $688K 0.01%

Sold Out Positions

SymbolValue% Port
PAC —%
GDV —%
AVAL —%
ADX —%
BMA —%
DAC —%
XIFR —%
RC —%
GOLD —%
CPAC —%
NOAH —%
CRK —%
AG —%
ATHM —%
TX —%
View SEC EDGAR Filings for PRINCIPAL SECURITIES, INC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms