Principal Securities, Inc. Purchases in Q4 2024

Principal Securities, Inc.

  • $4.44 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LVHI
Franklin International Low Vol

ETFs
31.5K
+ 136.11%
$29.98 - $31.57 $945K - $996K
54.7K $1.67B
HIGH
Simplify Exchange Traded Fds E
45.3K
+ 16.07%
N/A
327K $7.54B
BIO
Bio Rad Laboratories, Inc.

Healthcare
2.81K
+ 1501.07%
$313.15 - $374.28 $879K - $1.05M
2.99K $984M
ABT
Abbott Laboratories

Healthcare
8.39K
+ 25.92%
$111.93 - $119.39 $939K - $1M
40.8K $4.61B
PM
Philip Morris International Inc.

Consumer Defensive
8.04K
+ 14.69%
$118.38 - $133.06 $952K - $1.07M
62.8K $7.55B
VB
Vanguard Small Cap ETF

ETFs
3.21K
+ 7.44%
$233.76 - $261.58 $751K - $840K
46.4K $11.1B
ICSH
Blackrock Ultra Short Term Bon

ETFs
17.6K
+ 80.44%
$50.35 - $50.69 $884K - $890K
39.4K $1.99B
AXP
American Express CO

Financial Services
1.75K
+ 12.73%
$267.35 - $305.57 $469K - $536K
15.5K $4.61B
Aptiv PLC
14.3K
New
N/A
14.3K $867M
Kenvue Inc
40.7K
+ 1103.63%
N/A
44.4K $947M
ADSK
Autodesk, Inc.

Technology
2.01K
+ 15.44%
N/A
15K $4.45B
TJX
Tjx Companies Inc

Consumer Cyclical
6.06K
+ 20.85%
$112.15 - $127.2 $679K - $770K
35.1K $4.24B
AON
Aon PLC

Financial Services
2.28K
+ 503.08%
$344.14 - $393.31 $786K - $898K
2.74K $983M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
35.8K
+ 68.76%
$23.42 - $24.25 $839K - $868K
87.9K $2.07B
RTX
Raytheon Technologies Corp

Industrials
8.51K
+ 27.53%
$114.45 - $127.21 $974K - $1.08M
39.4K $4.56B
XSMO
Invesco S&P Smallcap Momentum

ETFs
12.4K
+ 126.6%
$65.08 - $73.72 $805K - $912K
22.1K $1.46B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.23K
+ 24.63%
$100.16 - $100.7 $825K - $829K
41.7K $4.18B
Trust For Professional Manag
35.3K
+ 28.46%
N/A
159K $3.92B
BA
Boeing CO

Industrials
3.38K
+ 39.94%
$138.14 - $180.72 $467K - $612K
11.9K $2.1B
GE
General Electric CO

Industrials
6.21K
+ 57.02%
$159.95 - $194.23 $993K - $1.21M
17.1K $2.85B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.7K
+ 7.67%
$61.68 - $67.87 $783K - $861K
178K $11.1B
CGGO
Capital Group Global Growth Eq

ETFs
30.8K
+ 25.37%
$29.21 - $30.67 $900K - $945K
152K $4.45B
MO
Altria Group, Inc.

Consumer Defensive
12.8K
+ 18.26%
$49.06 - $57.74 $630K - $741K
83.1K $4.35B
AJG
Arthur J. Gallagher & Co.

Financial Services
2.58K
+ 29.47%
$278.49 - $315.16 $717K - $812K
11.3K $3.21B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.26K
+ 30.6%
$91.29 - $91.8 $754K - $758K
35.2K $3.22B
COF
Capital One Financial Corp

Financial Services
2.48K
+ 23.74%
$145.19 - $192.01 $361K - $477K
12.9K $2.31B
EOCT
Innovator Etfs Tr Emerging Mar
28.1K
New
N/A
28.1K $729M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
16.2K
+ 20.57%
$47.58 - $48.56 $771K - $787K
95K $4.54B
IEF
Ishares Barclays

ETFs
10.3K
+ 23.42%
$92.08 - $98.18 $945K - $1.01M
54.1K $5B
JNK
Spdr Bloomberg High Yield Bond

ETFs
8.52K
+ 17.37%
$94.77 - $97.36 $807K - $829K
57.5K $5.49B
VOT
Vanguard Mid Cap Growth Index

ETFs
2.45K
+ 46.25%
$241.48 - $274.89 $592K - $674K
7.75K $1.97B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.74K
+ 0.82%
$111.85 - $120.71 $194K - $210K
213K $24.6B
C
Citigroup Inc

Financial Services
4.95K
+ 12.46%
$61.31 - $72.5 $304K - $359K
44.7K $3.15B
GCOR
Goldman Sachs ETF Tr Access U

ETFs
54.1K
+ 7.7%
$40.33 - $42.34 $2.18M - $2.29M
757K $30.5B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.81K
+ 45.25%
$198.04 - $221.51 $557K - $623K
9.02K $1.9B
NOW
Service Now, Inc.

Technology
204
+ 7.82%
$867.18 - $1148.42 $177K - $234K
2.81K $2.98B
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
22.5K
+ 4.24%
$13.61 - $14.58 $306K - $328K
553K $7.98B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
806
+ 26.44%
$260.53 - $404.79 $210K - $326K
3.85K $1.47B
KKR
Kkr & Co. Inc.

Financial Services
1.48K
+ 6.06%
$129.87 - $162.87 $193K - $242K
26K $3.84B
CVX
Chevron Corp

Energy
5.2K
+ 11.2%
$141.15 - $162.53 $734K - $845K
51.6K $7.48B
BTI
British American Tobacco P.L.C.

Consumer Defensive
17.7K
+ 195.0%
$34.25 - $37.94 $605K - $670K
26.7K $971M
TMUS
T Mobile Us, Inc.

Communication Services
2.18K
+ 21.82%
$206.1 - $246.94 $450K - $539K
12.2K $2.69B
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.86K
+ 35.13%
$77.25 - $91.3 $453K - $535K
22.5K $1.92B
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
4.68K
+ 480.0%
$125.5 - $148.67 $587K - $696K
5.66K $749M
MMM
3 M CO

Industrials
5.2K
+ 76.09%
$124.74 - $137.12 $648K - $712K
12K $1.55B
CTAS
Cintas Corp

Industrials
4.11K
+ 71.69%
$182.7 - $226.47 $750K - $930K
9.84K $1.8B
SNA
Snap On Inc

Industrials
917
+ 15.1%
$285.44 - $371.35 $262K - $341K
6.99K $2.37B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
17.9K
+ 30.91%
$35.45 - $40.33 $636K - $724K
76K $2.72B
MCK
Mckesson Corp

Healthcare
482
+ 10.94%
$482.27 - $628.5 $232K - $303K
4.89K $2.79B
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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