Principal Securities, Inc. Purchases in Q4 2024

Principal Securities, Inc.

  • $4.44 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TFX
Teleflex Inc

Healthcare
4
+ 0.36%
$172.66 - $245.13 $691 - $981
1.11K $197M
AFL
Aflac Inc

Financial Services
407
+ 2.89%
$100.37 - $115.27 $40.9K - $46.9K
14.5K $1.5B
CROX
Crocs, Inc.

Consumer Cyclical
230
+ 7.91%
$96.51 - $141.93 $22.2K - $32.6K
3.14K $343M
SO
Southern CO

Utilities
1.28K
+ 5.49%
$81.5 - $94.15 $104K - $120K
24.5K $2.02B
AWK
American Water Works Company, Inc.

Utilities
370
+ 6.49%
$123.83 - $146.07 $45.8K - $54K
6.07K $756M
PDI
Pimco Dynamic Income Fund

Financial Services
16.2K
+ 8.23%
$18.33 - $20.85 $297K - $338K
213K $3.91B
OHI
Omega Healthcare Investors Inc

Real Estate
229
+ 0.71%
$37.51 - $42.56 $8.59K - $9.75K
32.6K $1.23B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.63K
+ 2.74%
$98.47 - $109.35 $160K - $178K
61K $6.01B
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.64K
+ 12.26%
$59.25 - $72.99 $97.1K - $120K
15K $896M
O
Realty Income Corp

Real Estate
2.34K
+ 10.53%
$51.76 - $64.71 $121K - $151K
24.6K $1.31B
RIV
Rivernorth Opportunities Fund, Inc.

Financial Services
10.2K
+ 6.59%
$11.48 - $12.95 $118K - $133K
166K $1.9B
FEM
First Trust Emerging Markets A

ETFs
44
+ 0.08%
$22.03 - $24.21 $969 - $1.07K
56.4K $1.24B
LEN
Lennar Corp

Consumer Cyclical
955
+ 19.63%
$136.2 - $188.96 $130K - $180K
5.82K $793M
VZ
Verizon Communications Inc

Communication Services
12K
+ 9.75%
$39.6 - $45.21 $475K - $543K
135K $5.4B
ALLE
Allegion PLC

Industrials
47
+ 0.52%
$130.63 - $153.36 $6.14K - $7.21K
9.04K $1.18B
FNDF
Schwab Fundamental Intl Large

ETFs
13.9K
+ 9.74%
$32.92 - $37.15 $457K - $516K
156K $5.19B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
464
+ 0.92%
N/A
50.7K $3.2B
LAMR
Lamar Advertising CO

Real Estate
12
+ 0.1%
$121.37 - $138.11 $1.46K - $1.66K
12.3K $1.5B
ROP
Roper Technologies Inc

Industrials
20
+ 0.47%
$519.85 - $575.95 $10.4K - $11.5K
4.29K $2.23B
AZN
Astrazeneca PLC

Healthcare
2.49K
+ 9.8%
$63.2 - $79.58 $157K - $198K
27.9K $1.83B
CUBE
Cube Smart

Real Estate
2.67K
+ 10.79%
$41.74 - $53.03 $111K - $142K
27.4K $1.18B
PFE
Pfizer Inc

Healthcare
1.61K
+ 1.94%
$24.8 - $30.19 $39.9K - $48.6K
84.7K $2.25B
TDG
Trans Digm Group Inc

Industrials
294
+ 8.81%
$1239.0 - $1442.53 $364K - $424K
3.63K $4.6B
CHKP
Check Point Software Technologies LTD

Technology
26
+ 0.09%
$170.18 - $209.01 $4.42K - $5.43K
28.4K $5.3B
EWG
Ishares Msci Germany ETF

ETFs
9.63K
+ 4.06%
$31.27 - $33.44 $301K - $322K
247K $7.85B
CAT
Caterpillar Inc

Industrials
932
+ 5.09%
$360.37 - $416.88 $336K - $389K
19.2K $6.98B
CI
Cigna Corp

Healthcare
1.28K
+ 16.39%
$265.59 - $358.58 $340K - $459K
9.1K $2.51B
LOW
Lowes Companies Inc

Consumer Cyclical
230
+ 2.15%
$244.52 - $284.07 $56.2K - $65.3K
10.9K $2.7B
NVS
Novartis Ag

Healthcare
2.61K
+ 9.99%
$96.78 - $117.18 $253K - $306K
28.8K $2.8B
IYK
Ishares U.S. Consumer Staples

ETFs
41
+ 0.09%
$65.32 - $70.92 $2.68K - $2.91K
44.1K $2.89B
NEE
Nextera Energy Inc

Utilities
6.23K
+ 12.0%
$69.77 - $85.43 $435K - $532K
58.2K $4.17B
SHW
Sherwin Williams CO

Basic Materials
192
+ 2.72%
$338.75 - $399.71 $65K - $76.7K
7.25K $2.46B
PSX
Phillips 66

Energy
484
+ 2.98%
$110.35 - $138.93 $53.4K - $67.2K
16.7K $1.91B
BYRE
Principal ETF Principal Real E

ETFs
11.4K
+ 5.17%
$24.12 - $26.73 $276K - $306K
233K $5.71B
XOM
Exxon Mobil Corp

Energy
5.28K
+ 6.12%
$105.51 - $125.37 $557K - $662K
91.5K $9.84B
UPS
United Parcel Service Inc

Industrials
1.17K
+ 2.85%
$122.65 - $138.35 $144K - $162K
42.2K $5.33B
JNJ
Johnson & Johnson

Healthcare
2.31K
+ 6.63%
$143.34 - $165.86 $331K - $383K
37.2K $5.38B
SCHO
Schwab Short Term Us Treasury

ETFs
30K
+ 73.33%
$24.06 - $48.88 $721K - $1.47M
70.9K $1.7B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.7K
+ 5.17%
$44.04 - $49.49 $470K - $529K
217K $9.56B
PLD
Prologis, Inc.

Real Estate
808
+ 3.8%
$101.4 - $126.96 $81.9K - $103K
22.1K $2.33B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
80.7K
+ 7.5%
N/A
1.16M $38.6B
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
11.3K
+ 4.99%
$31.92 - $36.14 $361K - $409K
238K $7.61B
PHM
Pultegroup Inc

Consumer Cyclical
379
+ 3.05%
$108.86 - $149.04 $41.3K - $56.5K
12.8K $1.39B
TMO
Thermo Fisher Scientific Inc.

Healthcare
766
+ 9.24%
$501.29 - $612.85 $384K - $469K
9.06K $4.71B
CVS
Cvs Health Corp

Healthcare
859
+ 3.18%
$43.78 - $67.46 $37.6K - $57.9K
27.9K $1.25B
OMC
Omnicom Group Inc.

Communication Services
222
+ 0.82%
$85.82 - $105.47 $19.1K - $23.4K
27.2K $2.34B
DHI
Horton D R Inc

Consumer Cyclical
515
+ 4.81%
$137.24 - $194.56 $70.7K - $100K
11.2K $1.57B
FNDE
Schwab Fundamental Emerging Mk

ETFs
20.6K
+ 6.19%
$28.89 - $33.95 $596K - $701K
354K $10.3B
DEO
Diageo PLC

Consumer Defensive
364
+ 0.9%
$118.0 - $139.88 $43K - $50.9K
40.6K $5.16B
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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