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Size ($ in 1000's)
At 12/31/2023: $2,684,539
At 09/30/2023: $0
Principal Securities Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Principal Securities Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Principal Securities Inc. top holdings by largest position size, as per the latest 13f filing made by Principal Securities Inc..
In the Principal Securities Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Principal Securities Inc. in that top holding, then the share count change between reporting periods, and finally the Principal Securities Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (AGG) |
1,033,622 |
+1,033,622 |
$102,587 | | AGG | 1,033,622 | +1,033,622 | $102,587 | | PRINCIPAL EXCHANGE TRADED FD (USMC) |
1,676,822 |
+1,676,822 |
$78,408 | | USMC | 1,676,822 | +1,676,822 | $78,408 | | ISHARES TR (IEFA) |
1,101,353 |
+1,101,353 |
$77,480 | | IEFA | 1,101,353 | +1,101,353 | $77,480 | | ISHARES TR (IVV) |
125,530 |
+125,530 |
$59,957 | | IVV | 125,530 | +125,530 | $59,957 | | GOLDMAN SACHS ETF TR (GSUS) |
797,625 |
+797,625 |
$52,125 | | GSUS | 797,625 | +797,625 | $52,125 | | MICROSOFT CORP |
109,204 |
+109,204 |
$41,065 | | MSFT | 109,204 | +109,204 | $41,065 | | GOLDMAN SACHS ETF TR (GCOR) |
945,511 |
+945,511 |
$39,589 | | GCOR | 945,511 | +945,511 | $39,589 | | ISHARES TR (IJR) |
303,148 |
+303,148 |
$32,816 | | IJR | 303,148 | +303,148 | $32,816 | | ISHARES TR (IVW) |
434,410 |
+434,410 |
$32,624 | | IVW | 434,410 | +434,410 | $32,624 | | ISHARES TR (IWB) |
123,597 |
+123,597 |
$32,415 | | IWB | 123,597 | +123,597 | $32,415 | | PRINCIPAL EXCHANGE TRADED FD (IG) |
1,510,652 |
+1,510,652 |
$31,707 | | IG | 1,510,652 | +1,510,652 | $31,707 | | AMAZON COM INC |
194,562 |
+194,562 |
$29,562 | | AMZN | 194,562 | +194,562 | $29,562 | | APPLE INC |
148,034 |
+148,034 |
$28,501 | | AAPL | 148,034 | +148,034 | $28,501 | | PRINCIPAL EXCHANGE TRADED FD (PY) |
611,342 |
+611,342 |
$26,516 | | PY | 611,342 | +611,342 | $26,516 | | SPDR SER TR (SPLG) |
458,846 |
+458,846 |
$25,649 | | SPLG | 458,846 | +458,846 | $25,649 | | GOLDMAN SACHS ETF TR (GSIE) |
782,237 |
+782,237 |
$25,548 | | GSIE | 782,237 | +782,237 | $25,548 | | ISHARES INC (IEMG) |
483,410 |
+483,410 |
$24,451 | | IEMG | 483,410 | +483,410 | $24,451 | | ISHARES TR (IUSV) |
275,550 |
+275,550 |
$23,237 | | IUSV | 275,550 | +275,550 | $23,237 | | VANGUARD INDEX FDS (VTI) |
96,503 |
+96,503 |
$22,892 | | VTI | 96,503 | +96,503 | $22,892 | | ISHARES TR (STIP) |
224,911 |
+224,911 |
$22,174 | | STIP | 224,911 | +224,911 | $22,174 | | ISHARES TR (IJS) |
203,611 |
+203,611 |
$20,986 | | IJS | 203,611 | +203,611 | $20,986 | | ISHARES TR (IVE) |
119,006 |
+119,006 |
$20,694 | | IVE | 119,006 | +119,006 | $20,694 | | SPDR SER TR (SPYV) |
435,166 |
+435,166 |
$20,292 | | SPYV | 435,166 | +435,166 | $20,292 | | PRINCIPAL EXCHANGE TRADED FD (BCHP) |
705,704 |
+705,704 |
$20,106 | | BCHP | 705,704 | +705,704 | $20,106 | | ISHARES TR (IXUS) |
284,028 |
+284,028 |
$18,442 | | IXUS | 284,028 | +284,028 | $18,442 | | GOLDMAN SACHS ETF TR (GSLC) |
192,711 |
+192,711 |
$18,078 | | GSLC | 192,711 | +192,711 | $18,078 | | ALPHABET INC |
127,602 |
+127,602 |
$17,825 | | GOOGL | 127,602 | +127,602 | $17,825 | | J P MORGAN EXCHANGE TRADED F (BBJP) |
334,243 |
+334,243 |
$17,554 | | BBJP | 334,243 | +334,243 | $17,554 | | VANGUARD INDEX FDS (VTV) |
114,439 |
+114,439 |
$17,109 | | VTV | 114,439 | +114,439 | $17,109 | | VANGUARD BD INDEX FDS (BND) |
232,363 |
+232,363 |
$17,090 | | BND | 232,363 | +232,363 | $17,090 | | ISHARES TR (IWY) |
96,890 |
+96,890 |
$16,977 | | IWY | 96,890 | +96,890 | $16,977 | | GLOBAL X FDS |
918,255 |
+918,255 |
$15,923 | | QYLD | 918,255 | +918,255 | $15,923 | | INVESCO QQQ TR |
38,450 |
+38,450 |
$15,746 | | QQQ | 38,450 | +38,450 | $15,746 | | META PLATFORMS INC |
40,738 |
+40,738 |
$14,420 | | META | 40,738 | +40,738 | $14,420 | | GLOBAL X FDS |
364,533 |
+364,533 |
$14,377 | | XYLD | 364,533 | +364,533 | $14,377 | | VANGUARD TAX MANAGED FDS (VEA) |
282,360 |
+282,360 |
$13,525 | | VEA | 282,360 | +282,360 | $13,525 | | VANGUARD SCOTTSDALE FDS (VGLT) |
219,375 |
+219,375 |
$13,498 | | VGLT | 219,375 | +219,375 | $13,498 | | NVIDIA CORPORATION |
26,641 |
+26,641 |
$13,193 | | NVDA | 26,641 | +26,641 | $13,193 | | SPDR SER TR (MDYV) |
177,423 |
+177,423 |
$13,019 | | MDYV | 177,423 | +177,423 | $13,019 | | VISA INC |
48,790 |
+48,790 |
$12,703 | | V | 48,790 | +48,790 | $12,703 | | PRINCIPAL EXCHANGE TRADED FD (PSET) |
204,378 |
+204,378 |
$12,520 | | PSET | 204,378 | +204,378 | $12,520 | | INVESCO EXCH TRADED FD TR II (QQQM) |
73,827 |
+73,827 |
$12,443 | | QQQM | 73,827 | +73,827 | $12,443 | | VANGUARD INDEX FDS (VO) |
52,617 |
+52,617 |
$12,241 | | VO | 52,617 | +52,617 | $12,241 | | ISHARES TR (EWU) |
367,143 |
+367,143 |
$12,134 | | EWU | 367,143 | +367,143 | $12,134 | | VANGUARD INDEX FDS (VXF) |
71,515 |
+71,515 |
$11,758 | | VXF | 71,515 | +71,515 | $11,758 | | ISHARES TR (IUSG) |
112,540 |
+112,540 |
$11,715 | | IUSG | 112,540 | +112,540 | $11,715 |  BERKSHIRE HATHAWAY INC DEL |
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$11,666 | | BRK.B | 32,709 | +32,709 | $11,666 | | VANGUARD SCOTTSDALE FDS (VCSH) |
147,104 |
+147,104 |
$11,381 | | VCSH | 147,104 | +147,104 | $11,381 | | ALPHABET INC |
80,680 |
+80,680 |
$11,370 | | GOOG | 80,680 | +80,680 | $11,370 | | EATON VANCE TAX MANAGED DIVE |
916,649 |
+916,649 |
$11,174 | | ETY | 916,649 | +916,649 | $11,174 |
See Full List: All Stocks Held By Principal Securities Inc.
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Principal Securities Inc.
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