Principal Securities, Inc. Incresed Positions in Q4 2024

Principal Securities, Inc.

  • $4.44 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVA
Avista Corp

Utilities
967
+ 13.48%
$35.46 - $39.23 $34.3K - $37.9K
8.14K $298M
UTES
Virtus Reaves Utilities ETF
348
+ 3.54%
N/A
10.2K $648M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
397
+ 6.59%
$209.89 - $233.24 $83.3K - $92.6K
6.42K $1.36B
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
271
+ 7.78%
$16.43 - $22.77 $4.45K - $6.17K
3.76K $82.8M
POST
Post Holdings, Inc.

Consumer Defensive
195
+ 10.56%
$106.14 - $120.72 $20.7K - $23.5K
2.04K $234M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
327
+ 4.57%
$77.23 - $82.11 $25.3K - $26.8K
7.48K $582M
HIG
Hartford Financial Services Group, Inc.

Financial Services
354
+ 15.45%
$107.06 - $123.74 $37.9K - $43.8K
2.65K $289M
HAL
Halliburton CO

Energy
1.22K
+ 16.96%
$25.77 - $31.99 $31.5K - $39.1K
8.42K $229M
TIGO
Millicom International Cellular Sa

Communication Services
1.28K
+ 22.2%
$24.19 - $28.22 $30.9K - $36K
7.03K $176M
CVBF
Cvb Financial Corp

Financial Services
896
+ 668.66%
$17.39 - $24.0 $15.6K - $21.5K
1.03K $22.1M
FGRO
Fidelity Covington Tr

ETFs
362
+ 3.91%
N/A
9.63K $241M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
873
+ 46.29%
$27.8 - $30.33 $24.3K - $26.5K
2.76K $76.8M
VIS
Vanguard Industrial ETF

ETFs
85
+ 19.77%
$254.39 - $279.7 $21.6K - $23.8K
515 $131M
PHK
Pimco High Income Fund

Financial Services
12.2K
+ 4.26%
$4.85 - $5.16 $59.1K - $62.9K
299K $1.45B
DUHP
Dimensional ETF Tr Dimensional

ETFs
568
+ 174.23%
$33.62 - $35.69 $19.1K - $20.3K
894 $30.2M
AG
First Majestic Silver Corp

Basic Materials
5K
+ 30.3%
$5.39 - $7.94 $27K - $39.7K
21.5K $118M
VTRS
Viatris Inc

Healthcare
1.47K
+ 169.48%
$11.32 - $13.37 $16.6K - $19.6K
2.33K $29M
AVDV
American Centy ETF Tr Avantis

ETFs
769
+ 13.79%
$63.85 - $70.4 $49.1K - $54.1K
6.35K $413M
CARG
Car Gurus, Inc.

Communication Services
424
+ 82.65%
$29.05 - $38.78 $12.3K - $16.4K
937 $34.2M
CBU
Community Bank System, Inc.

Financial Services
214
+ 13.72%
$56.38 - $71.45 $12.1K - $15.3K
1.77K $109M
PODD
Insulet Corp

Healthcare
30
+ 7.85%
$227.79 - $275.7 $6.83K - $8.27K
412 $108M
VLUE
Ishares Msci Usa Value Factor

ETFs
254
+ 10.29%
$104.01 - $115.38 $26.4K - $29.3K
2.72K $287M
NTRA
Natera, Inc.

Healthcare
59
+ 20.7%
$117.67 - $174.0 $6.94K - $10.3K
344 $54.5M
ALLY
Ally Financial Inc.

Financial Services
496
+ 89.37%
$34.12 - $39.98 $16.9K - $19.8K
1.05K $37.8M
BJAN
Innovator U.S. Equity Buffer E

ETFs
348
+ 38.37%
$46.38 - $47.95 $16.1K - $16.7K
1.26K $60.2M
PEAK
Healthpeak Properties, Inc.

Real Estate
1.19K
+ 49.48%
N/A
3.59K $72.8M
PEGA
Pegasystems Inc

Technology
167
+ 150.45%
$69.42 - $97.28 $11.6K - $16.2K
278 $25.9M
VITL
Vital Farms, Inc.

Consumer Defensive
380
+ 29.39%
$28.13 - $40.91 $10.7K - $15.5K
1.67K $63.1M
INTC
Intel Corp

Technology
6.67K
+ 19.58%
$19.07 - $26.23 $127K - $175K
40.7K $816M
CALM
Cal Maine Foods Inc

Consumer Defensive
4
+ 0.65%
$75.41 - $112.24 $302 - $449
615 $63.3M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
1.07K
+ 37.95%
$23.41 - $25.88 $25.1K - $27.7K
3.9K $91.2M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
1.29K
+ 2186.44%
$13.12 - $14.37 $16.9K - $18.5K
1.35K $18.3M
PINC
Premier, Inc.

Healthcare
822
+ 1712.5%
$19.08 - $23.34 $15.7K - $19.2K
870 $18.4M
PKI
Perkinelmer Inc

Healthcare
212
+ 54.92%
N/A
598 $66.7M
EVX
Vaneck ETF Tr Environmental Se

ETFs
105
+ 161.54%
$170.76 - $191.9 $17.9K - $20.1K
170 $29.1M
BWA
Borgwarner Inc

Consumer Cyclical
720
+ 59.06%
$31.48 - $35.49 $22.7K - $25.6K
1.94K $61.6M
PDEC
Innovator U.S. Equity Power Bu
445
+ 17.89%
N/A
2.93K $113M
TREX
Trex CO Inc

Industrials
147
+ 5.01%
$62.94 - $79.88 $9.25K - $11.7K
3.08K $213M
EHC
Encompass Health Corp

Healthcare
277
+ 14.35%
$92.35 - $103.77 $25.6K - $28.7K
2.21K $204M
PGF
Invesco Exchange Traded Fd Tr

ETFs
1.5K
+ 36.6%
$14.4 - $15.83 $21.6K - $23.7K
5.6K $81.5M
PAVE
Global X Fds Us Infrastructure

ETFs
848
+ 3.74%
$40.41 - $45.95 $34.3K - $39K
23.5K $950M
R
Ryder System Inc

Industrials
92
+ 36.51%
$138.78 - $170.03 $12.8K - $15.6K
344 $54M
SNPS
Synopsys Inc

Technology
128
+ 5.96%
$485.36 - $588.0 $62.1K - $75.3K
2.28K $1.11B
NWSA
News Corp

Communication Services
521
+ 18.52%
$25.68 - $29.86 $13.4K - $15.6K
3.33K $91.8M
FTLS
First Tr Long/Short Equity ETF

ETFs
231
+ 31.91%
$63.1 - $67.29 $14.6K - $15.5K
955 $62.8M
JOBY
Joby Aviation, Inc.

Industrials
2K
+ 1000.0%
$4.8 - $9.16 $9.6K - $18.3K
2.2K $17.9M
Innovator Etfs Trust
387
+ 8.39%
N/A
5K $216M
YYY
Amplify ETF Tr High Income ETF

ETFs
11.2K
+ 8.08%
$11.52 - $12.3 $129K - $138K
150K $1.73B
EXEL
Exelixis, Inc.

Healthcare
373
+ 62.79%
$25.39 - $36.46 $9.47K - $13.6K
967 $32.2M
Activity Summary
Buys All Purchases 2017 New Holdings 254 Increased Positions 1763 Sells All Sells 865 Reductions 863 Sold out 2 Options Calls 0 Puts 0
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