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The Analysis of PRINCIPAL SECURITIES, INC.'s Holdings & P&L

Currently, PRINCIPAL SECURITIES, INC. holds 1411 types of securities in its portfolio with a total value $6.8B. In the most recent quarter, they have increased their positions in LCAP (+1.9M shares, valued at $54.5M), USMC (+266.3K shares, valued at $17.1M), IG (+695.1K shares, valued at $14.3M); decreased their positions in SPYG (-245.1K shares, valued at $24.0M), SPHY (-443.9K shares, valued at $10.4M), USHY (-273.9K shares, valued at $10.1M); initiated new positions in GSID (+186.8K shares, valued at $13.1M), N/A (+314.4K shares, valued at $11.4M), FLJP (+283.0K shares, valued at $10.2M).

1M P&L

+194.0M+2.81%

3M P&L

+177.7M+2.57%

HY P&L

+366.4M+5.44%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A4.8B

74.7%

2Semiconductors144.4M

2.2%

3Software - Infrastructure120.6M

1.9%

Top Industries by Stock Count

1N/A720 stocks

54.1%

2Software - Application25 stocks

1.9%

3Software - Infrastructure21 stocks

1.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

USMC PRINCIPAL EXCHANGE TRADED FD4.7M shares5.96%2026-03-312026-05-13

IVV ISHARES TR309.6K shares4.86%2026-03-312026-05-13

PSC PRINCIPAL EXCHANGE TRADED FD2.5M shares9.35%2026-03-312026-05-13

PIEQ PRINCIPAL EXCHANGE TRADED FD4.1M shares11.20%2026-03-312026-05-13

LCAP PRINCIPAL EXCHANGE TRADED FD4.8M shares63.96%2026-03-312026-05-13

BCHP PRINCIPAL EXCHANGE TRADED FD4.3M shares9.48%2026-03-312026-05-13

AGG ISHARES TR1.4M shares-2.20%2026-03-312026-05-13

GSUS GOLDMAN SACHS ETF TR1.2M shares-1.94%2026-03-312026-05-13

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IG PRINCIPAL EXCHANGE TRADED FD4.9M shares16.72%2026-03-312026-05-13

NVDA NVIDIA CORPORATION480.4K shares12.74%2026-03-312026-05-13

MSFT MICROSOFT CORP223.9K shares10.63%2026-03-312026-05-13

AAPL APPLE INC315.0K shares8.69%2026-03-312026-05-13

PY PRINCIPAL EXCHANGE TRADED FD1.4M shares23.39%2026-03-312026-05-13

IUSV ISHARES TR702.1K shares11.86%2026-03-312026-05-13

AMZN AMAZON COM INC338.9K shares4.80%2026-03-312026-05-13

SPYM SPDR SERIES TRUST866.6K shares3.93%2026-03-312026-05-13

Sponsored

IWB ISHARES TR182.4K shares1.47%2026-03-312026-05-13

YLD PRINCIPAL EXCHANGE TRADED FD3.3M shares16.17%2026-03-312026-05-13

GCOR GOLDMAN SACHS ETF TR1.4M shares9.71%2026-03-312026-05-13

IEFA ISHARES TR638.3K shares23.03%2026-03-312026-05-13

IEMG ISHARES INC803.5K shares-1.26%2026-03-312026-05-13

ALPHABET INC ALPHABET INC194.8K shares1.17%2026-03-312026-05-13

APUE TRUST FOR PROFESSIONAL MANAG1.4M shares5.15%2026-03-312026-05-13

VTI VANGUARD INDEX FDS170.3K shares7.90%2026-03-312026-05-13

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SCHP SCHWAB STRATEGIC TR1.9M shares23.17%2026-03-312026-05-13

IJR ISHARES TR396.7K shares9.79%2026-03-312026-05-13

IVW ISHARES TR422.1K shares-2.90%2026-03-312026-05-13

FTEC FIDELITY COVINGTON TRUST212.9K shares42.86%2026-03-312026-05-13

GSIE GOLDMAN SACHS ETF TR1.0M shares6.45%2026-03-312026-05-13

SCHG SCHWAB STRATEGIC TR1.5M shares8.50%2026-03-312026-05-13

IDEV ISHARES TR496.4K shares-1.99%2026-03-312026-05-13

META META PLATFORMS INC71.9K shares5.78%2026-03-312026-05-13

Sponsored

IUSG ISHARES TR254.2K shares-17.16%2026-03-312026-05-13

BROADCOM INC BROADCOM INC126.2K shares11.34%2026-03-312026-05-13

ALPHABET INC ALPHABET INC130.5K shares6.74%2026-03-312026-05-13

IXUS ISHARES TR425.6K shares-0.07%2026-03-312026-05-13

MBB ISHARES TR371.0K shares32.68%2026-03-312026-05-13

GSLC GOLDMAN SACHS ETF TR278.6K shares9.16%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS498.9K shares2.66%2026-03-312026-05-13

JPM JPMORGAN CHASE &CO102.6K shares5.84%2026-03-312026-05-13

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BND VANGUARD BD INDEX FDS407.9K shares2.35%2026-03-312026-05-13

GOVT ISHARES TR1.3M shares67.95%2026-03-312026-05-13

VTV VANGUARD INDEX FDS147.6K shares-2.18%2026-03-312026-05-13

IUSB ISHARES TR614.3K shares13.06%2026-03-312026-05-13

IVE ISHARES TR127.9K shares-9.91%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR46.8K shares5.03%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL53.6K shares8.85%2026-03-312026-05-13

DYNF BLACKROCK ETF TRUST427.9K shares4.67%2026-03-312026-05-13

Sponsored

APIE TRUST FOR PROFESSIONAL MANAG694.9K shares4.07%2026-03-312026-05-13

V VISA INC80.3K shares7.28%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC71.0K shares-6.65%2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F411.4K shares-21.92%2026-03-312026-05-13

EWU ISHARES TR502.1K shares2.05%2026-03-312026-05-13

PREF PRINCIPAL EXCHANGE TRADED FD1.2M shares30.75%2026-03-312026-05-13

ITOT ISHARES TR157.7K shares-1.37%2026-03-312026-05-13

SBAR SIMPLIFY EXCHANGE TRADED FUN910.3K shares108.11%2026-03-312026-05-13

Sponsored

VGLT VANGUARD SCOTTSDALE FDS395.3K shares4.04%2026-03-312026-05-13

LLY ELI LILLY &CO23.2K shares8.69%2026-03-312026-05-13

QUAL ISHARES TR110.6K shares1.50%2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS263.1K shares19.12%2026-03-312026-05-13

LVHI LEGG MASON ETF INVT493.2K shares31.45%2026-03-312026-05-13

FNDE SCHWAB STRATEGIC TR513.9K shares8.04%2026-03-312026-05-13

APCB TRUST FOR PROFESSIONAL MANAG659.5K shares1.74%2026-03-312026-05-13

HYG ISHARES TR237.5K shares-3.81%2026-03-312026-05-13

Sponsored

XMMO INVESCO EXCHANGE TRADED FD T127.7K shares83.43%2026-03-312026-05-13

XOM EXXON MOBIL CORP109.2K shares0.07%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T28.3K shares17.20%2026-03-312026-05-13

COWZ PACER FDS TR282.2K shares112.39%2026-03-312026-05-13

QYLD GLOBAL X FDS1.0M shares2.57%2026-03-312026-05-13

XYLD GLOBAL X FDS447.8K shares3.49%2026-03-312026-05-13

TSLA TESLA INC47.1K shares13.84%2026-03-312026-05-13

CMDY ISHARES U S ETF TR286.1K shares-0.50%2026-03-312026-05-13

Sponsored

IWX ISHARES TR183.2K shares-17.01%2026-03-312026-05-13

FNDX SCHWAB STRATEGIC TR604.0K shares2.55%2026-03-312026-05-13

GIGB GOLDMAN SACHS ETF TR365.2K shares8.65%2026-03-312026-05-13

JNJ JOHNSON &JOHNSON66.4K shares6.24%2026-03-312026-05-13

WMT WALMART INC130.3K shares-2.77%2026-03-312026-05-13

MA MASTERCARD INCORPORATED32.4K shares8.72%2026-03-312026-05-13

BYRE PRINCIPAL EXCHANGE TRADED FD639.2K shares11.41%2026-03-312026-05-13

GSY INVESCO ACTIVELY MANAGED EXC317.1K shares55.64%2026-03-312026-05-13

Sponsored

VHT VANGUARD WORLD FD57.7K shares2.64%2026-03-312026-05-13

VXF VANGUARD INDEX FDS75.5K shares2.48%2026-03-312026-05-13

PQDI PRINCIPAL EXCHANGE TRADED FD806.0K shares9.67%2026-03-312026-05-13

IWY ISHARES TR62.4K shares-7.32%2026-03-312026-05-13

ETY EATON VANCE TAX-MANAGED DIVE1.1M shares-1.18%2026-03-312026-05-13

LQD ISHARES TR139.7K shares-29.06%2026-03-312026-05-13

CGDV CAPITAL GROUP DIVIDEND VALUE357.2K shares20.32%2026-03-312026-05-13

CVX CHEVRON CORPORATION73.4K shares5.34%2026-03-312026-05-13

Sponsored

SHV ISHARES TR137.3K shares465.42%2026-03-312026-05-13

VCIT VANGUARD SCOTTSDALE FDS182.0K shares0.45%2026-03-312026-05-13

GEM GOLDMAN SACHS ETF TR347.3K shares4.55%2026-03-312026-05-13

VO VANGUARD INDEX FDS51.9K shares17.35%2026-03-312026-05-13

SCHH SCHWAB STRATEGIC TR681.0K shares6.61%2026-03-312026-05-13

AMAT APPLIED MATLS INC40.9K shares0.44%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F256.2K shares3.20%2026-03-312026-05-13

CAT CATERPILLAR INC19.4K shares-8.25%2026-03-312026-05-13

Sponsored

GGUS GOLDMAN SACHS ETF TR235.6K shares9.98%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC82.2K shares8.05%2026-03-312026-05-13

CGMU CAPITAL GRP FIXED INCM ETF T498.6K shares13.83%2026-03-312026-05-13

VOE VANGUARD INDEX FDS71.6K shares14.76%2026-03-312026-05-13

GSID GOLDMAN SACHS ETF TR186.8K sharesnew addition2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS21.7K shares-1.11%2026-03-312026-05-13

SPIB SPDR SERIES TRUST385.2K shares-2.39%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP137.1K shares0.96%2026-03-312026-05-13

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET335.3K shares14.99%2026-03-312026-05-13

EQWL INVESCO EXCHANGE TRADED FD T111.7K shares3.85%2026-03-312026-05-13

ABBV ABBVIE INC58.5K shares-9.37%2026-03-312026-05-13

HIGH SIMPLIFY EXCHANGE TRADED FUN588.0K shares-1.96%2026-03-312026-05-13

RTX RTX CORPORATION63.9K shares0.92%2026-03-312026-05-13

SPTL SPDR SERIES TRUST464.4K shares8.65%2026-03-312026-05-13

SCHE SCHWAB STRATEGIC TR364.6K shares45.91%2026-03-312026-05-13

HD HOME DEPOT INC36.3K shares24.35%2026-03-312026-05-13

Sponsored

FELG FIDELITY COVINGTON TRUST310.6K shares30.43%2026-03-312026-05-13

BLACKROCK ETF TRUST BLACKROCK ETF TRUST314.4K sharesnew addition2026-03-312026-05-13

VYMI VANGUARD WHITEHALL FDS120.4K shares7.53%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION11.3K shares-5.59%2026-03-312026-05-13

FNDF SCHWAB STRATEGIC TR229.2K shares22.83%2026-03-312026-05-13

CGHM CAPITAL GRP FIXED INCM ETF T442.7K shares17.04%2026-03-312026-05-13

SMH VANECK ETF TRUST29.2K shares-12.01%2026-03-312026-05-13

IJH ISHARES TR163.7K shares8.18%2026-03-312026-05-13

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SPLB SPDR SERIES TRUST496.6K shares210.54%2026-03-312026-05-13

CGGO CAPITAL GROUP GBL GROWTH EQT328.7K shares10.86%2026-03-312026-05-13

WFC WELLS FARGO &CO133.3K shares-9.61%2026-03-312026-05-13

KO COCA COLA CO139.0K shares0.77%2026-03-312026-05-13

EFAV ISHARES TR115.6K shares1.93%2026-03-312026-05-13

TJX TJX COS INC NEW65.9K shares8.87%2026-03-312026-05-13

VCRB VANGUARD MALVERN FDS135.0K shares2.71%2026-03-312026-05-13

BKNG BOOKING HOLDINGS INC2.5K shares9.79%2026-03-312026-05-13

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APMU TRUST FOR PROFESSIONAL MANAG411.8K shares5.33%2026-03-312026-05-13

FLJP FRANKLIN TEMPLETON ETF TR283.0K sharesnew addition2026-03-312026-05-13

IGF ISHARES TR151.9K shares-1.50%2026-03-312026-05-13

NFLX NETFLIX INC.105.6K shares9.31%2026-03-312026-05-13

VTIP VANGUARD MALVERN FDS202.9K shares4.12%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP47.1K shares-21.85%2026-03-312026-05-13

RDVY FIRST TR EXCHANGE TRADED FD142.2K shares0.84%2026-03-312026-05-13

BUCK SIMPLIFY EXCHANGE TRADED FUN411.5K shares101.54%2026-03-312026-05-13

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USMV ISHARES TR103.5K shares17.27%2026-03-312026-05-13

VB VANGUARD INDEX FDS36.6K shares-1.49%2026-03-312026-05-13

PFG PRINCIPAL FINANCIAL GROUP IN105.0K shares505.39%2026-03-312026-05-13

BNDX VANGUARD CHARLOTTE FDS194.4K shares3.65%2026-03-312026-05-13

CORO BLACKROCK ETF TRUST289.2K sharesnew addition2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC63.2K shares11.50%2026-03-312026-05-13

MUB ISHARES TR85.6K shares-2.99%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS60.0K shares-1.59%2026-03-312026-05-13

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BAI BLACKROCK ETF TRUST267.9K shares23.52%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC175.5K shares9.06%2026-03-312026-05-13

PSET PRINCIPAL EXCHANGE TRADED FD125.7K shares2.85%2026-03-312026-05-13

MERCK &CO INC MERCK &CO INC72.7K shares28.68%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC10.3K shares-6.49%2026-03-312026-05-13

CSCO CISCO SYS INC112.3K shares-0.93%2026-03-312026-05-13

GLD SPDR GOLD TR20.2K shares13.47%2026-03-312026-05-13

ETV EATON VANCE TAX-MANAGED BUY-615.7K shares-4.26%2026-03-312026-05-13

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AIQ GLOBAL X FDS178.7K shares4.02%2026-03-312026-05-13

SDIV GLOBAL X FDS330.1K shares19.99%2026-03-312026-05-13

KLAC KLA CORP5.6K shares-22.05%2026-03-312026-05-13

AGGH SIMPLIFY EXCHANGE TRADED FUN405.2K shares89.49%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO27.1K shares15.57%2026-03-312026-05-13

BUFR FIRST TR EXCHNG TRADED FD VI239.7K shares10.93%2026-03-312026-05-13

CDX SIMPLIFY EXCHANGE TRADED FUN378.4K shares67.11%2026-03-312026-05-13

SHY ISHARES TR97.2K shares147.02%2026-03-312026-05-13

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GSSC GOLDMAN SACHS ETF TR106.2K shares8.61%2026-03-312026-05-13

SPDR SERIES TRUST SPDR SERIES TRUST82.4K shares18.40%2026-03-312026-05-13

SDVY FIRST TR EXCHANGE TRADED FD199.0K shares5.56%2026-03-312026-05-13

CAFX PROFESIONALLY MANAGED PORTFO314.7K shares-6.74%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR88.5K shares-17.38%2026-03-312026-05-13

MS MORGAN STANLEY47.0K shares5.40%2026-03-312026-05-13

BSV VANGUARD BD INDEX FDS97.6K shares8.65%2026-03-312026-05-13

TIP ISHARES TR69.1K shares-3.89%2026-03-312026-05-13

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CGGE CAPITAL GROUP GLOBAL EQUITY248.5K shares17.54%2026-03-312026-05-13

KNG FIRST TR EXCHANGE-TRADED FD154.7K shares2744.34%2026-03-312026-05-13

CGGR CAPITAL GROUP GROWTH ETF186.9K shares5.87%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR122.4K shares133.41%2026-03-312026-05-13

CRM SALESFORCE INC39.9K shares-3.95%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW56.5K shares2.77%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP8.2K shares9.94%2026-03-312026-05-13

T AT&T INC249.2K shares21.22%2026-03-312026-05-13

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QCOM QUALCOMM INC56.1K shares17.78%2026-03-312026-05-13

RDVI FIRST TR EXCHANGE-TRADED FD281.7K shares4.04%2026-03-312026-05-13

LINDE PLC LINDE PLC14.4K shares14.39%2026-03-312026-05-13

SPSM SPDR SERIES TRUST146.7K shares19.28%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS139.9K shares6.07%2026-03-312026-05-13

BAC BANK AMERICA CORP142.7K shares-10.73%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC79.5K shares15.09%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC25.4K shares-3.01%2026-03-312026-05-13

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FDVV FIDELITY COVINGTON TRUST123.9K shares0.16%2026-03-312026-05-13

EFV ISHARES TR91.2K shares-38.32%2026-03-312026-05-13

MCD MCDONALDS CORP21.7K shares14.42%2026-03-312026-05-13

GTIP GOLDMAN SACHS ETF TR136.8K shares10.51%2026-03-312026-05-13

IYW ISHARES TR37.2K shares-4.52%2026-03-312026-05-13

FBCG FIDELITY COVINGTON TRUST134.6K shares42.67%2026-03-312026-05-13

CB CHUBB LTD SWITZ20.7K shares15.00%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC33.0K shares42.73%2026-03-312026-05-13

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AMGN AMGEN INC19.0K shares7.35%2026-03-312026-05-13

GARP ISHARES TR103.0K shares3.53%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC58.0K shares-4.70%2026-03-312026-05-13

TLH ISHARES TR65.3K shares-0.68%2026-03-312026-05-13

RYLD GLOBAL X FDS438.2K shares56.03%2026-03-312026-05-13

SBUX STARBUCKS CORP73.0K shares-3.85%2026-03-312026-05-13

ISTB ISHARES TR135.0K shares5.94%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS27.0K shares5.94%2026-03-312026-05-13

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HDV ISHARES TR47.4K shares5.96%2026-03-312026-05-13

VSS VANGUARD INTL EQUITY INDEX F44.1K shares2.75%2026-03-312026-05-13

BLCR BLACKROCK ETF TRUST155.7K sharesnew addition2026-03-312026-05-13

PG PROCTER &GAMBLE CO44.2K shares6.06%2026-03-312026-05-13

MTUM ISHARES TR26.6K shares113.46%2026-03-312026-05-13

ORCL ORACLE CORP43.2K shares-2.15%2026-03-312026-05-13

IDEF BLACKROCK ETF TRUST191.3K sharesnew addition2026-03-312026-05-13

MU MICRON TECHNOLOGY INC18.5K shares26.16%2026-03-312026-05-13

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TMO THERMO FISHER SCIENTIFIC INC12.6K shares37.68%2026-03-312026-05-13

ELV ELEVANCE HEALTH INC FORMERLY21.0K shares11.19%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC85.0K shares8.18%2026-03-312026-05-13

SHLD GLOBAL X FDS86.0K shares35.99%2026-03-312026-05-13

SCHO SCHWAB STRATEGIC TR249.0K shares8.00%2026-03-312026-05-13

EVTR MORGAN STANLEY ETF TRUST118.9K shares4.52%2026-03-312026-05-13

UNP UNION PAC CORP24.8K shares2.29%2026-03-312026-05-13

ASTRAZENECA PLC ASTRAZENECA PLC30.5K sharesnew addition2026-03-312026-05-13

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XMHQ INVESCO EXCHANGE TRADED FD T58.1K shares-13.35%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE21.1K shares1.42%2026-03-312026-05-13

VIOG VANGUARD ADMIRAL FDS INC47.8K shares53.66%2026-03-312026-05-13

JMUB J P MORGAN EXCHANGE TRADED F118.7K shares29.53%2026-03-312026-05-13

JCPB J P MORGAN EXCHANGE TRADED F125.7K shares2.76%2026-03-312026-05-13

FQAL FIDELITY COVINGTON TRUST81.4K shares-25.46%2026-03-312026-05-13

DIS DISNEY WALT CO60.8K shares-5.67%2026-03-312026-05-13

CENCORA INC CENCORA INC18.6K shares22.18%2026-03-312026-05-13

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NEE NEXTERA ENERGY INC62.4K shares30.92%2026-03-312026-05-13

ARISTA NETWORKS INC ARISTA NETWORKS INC47.2K shares3.63%2026-03-312026-05-13

PCN PIMCO CORPORATE &INCM STRG484.0K shares-3.74%2026-03-312026-05-13

PJUL INNOVATOR ETFS TRUST125.1K shares-0.25%2026-03-312026-05-13

FENI FIDELITY COVINGTON TRUST154.1K shares-39.99%2026-03-312026-05-13

CMCSA COMCAST CORP NEW198.7K shares16.19%2026-03-312026-05-13

DGRO ISHARES TR81.2K shares-0.73%2026-03-312026-05-13

BLACKROCK INC BLACKROCK INC5.9K shares-0.59%2026-03-312026-05-13

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KOCT INNOVATOR ETFS TRUST166.7K shares-0.28%2026-03-312026-05-13

CII BLACKROCK ENHANCED LARGE CAP267.6K shares11.10%2026-03-312026-05-13

FBND FIDELITY MERRIMACK STR TR122.3K shares42.58%2026-03-312026-05-13

BN BROOKFIELD CORP137.3K shares5.43%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR179.8K shares-12.95%2026-03-312026-05-13

VGIT VANGUARD SCOTTSDALE FDS92.1K shares5.56%2026-03-312026-05-13

SLQD ISHARES TR107.5K shares1.26%2026-03-312026-05-13

ADBE ADOBE INC22.3K shares13.07%2026-03-312026-05-13

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XV SIMPLIFY EXCHANGE TRADED FUN229.5K shares190.13%2026-03-312026-05-13

ASML ASML HLDG NV4.1K shares-8.35%2026-03-312026-05-13

NJUL INNOVATOR ETFS TRUST75.4K shares-0.27%2026-03-312026-05-13

ABT ABBOTT LABORATORIES52.4K shares-10.25%2026-03-312026-05-13

PLD PROLOGIS INC.40.7K shares2.62%2026-03-312026-05-13

TDG TRANSDIGM GROUP INC4.6K shares0.85%2026-03-312026-05-13

COP CONOCOPHILLIPS40.6K shares36.44%2026-03-312026-05-13

PJAN INNOVATOR ETFS TRUST115.7K shares61.56%2026-03-312026-05-13

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AIRR FIRST TR EXCHANGE TRADED FD48.0K shares7.88%2026-03-312026-05-13

BIL SPDR SERIES TRUST57.9K shares100.61%2026-03-312026-05-13

EME EMCOR GROUP INC7.2K shares62.57%2026-03-312026-05-13

IEF ISHARES TR55.5K shares2.79%2026-03-312026-05-13

MO ALTRIA GROUP INC80.1K shares8.28%2026-03-312026-05-13

JEPQ J P MORGAN EXCHANGE TRADED F94.3K shares13.38%2026-03-312026-05-13

MCK MCKESSON CORP6.0K shares6.03%2026-03-312026-05-13

VGT VANGUARD WORLD FD7.4K shares12.39%2026-03-312026-05-13

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IFRA ISHARES TR89.0K shares-6.81%2026-03-312026-05-13

IQV IQVIA HLDGS INC29.7K shares-6.08%2026-03-312026-05-13

VMBS VANGUARD SCOTTSDALE FDS106.8K shares-7.91%2026-03-312026-05-13

HLT HILTON WORLDWIDE HLDGS INC16.4K shares-0.41%2026-03-312026-05-13

PEP PEPSICO INC31.9K shares31.58%2026-03-312026-05-13

CGSM CAPITAL GRP FIXED INCM ETF T188.7K shares9.99%2026-03-312026-05-13

ROBO EXCHANGE TRADED CONCEPTS TRU72.4K shares8.75%2026-03-312026-05-13

ORLY OREILLY AUTOMOTIVE INC53.7K shares3.12%2026-03-312026-05-13

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XLI SELECT SECTOR SPDR TR30.6K shares-17.81%2026-03-312026-05-13

KJAN INNOVATOR ETFS TRUST118.5K shares2.28%2026-03-312026-05-13

ENB ENBRIDGE INC91.0K shares3.19%2026-03-312026-05-13

CGDG CAPITAL GROUP DIVIDEND GROWE135.0K shares15.28%2026-03-312026-05-13

DCRE DOUBLELINE ETF TRUST92.9K sharesnew addition2026-03-312026-05-13

NVS NOVARTIS AG31.5K shares-8.45%2026-03-312026-05-13

COF CAPITAL ONE FINL CORP26.2K shares1.56%2026-03-312026-05-13

XAR SPDR SERIES TRUST18.8K shares17.99%2026-03-312026-05-13

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PDI PIMCO DYNAMIC INCOME FD278.4K shares9.43%2026-03-312026-05-13

TXN TEXAS INSTRS INC24.5K shares12.90%2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC10.2K shares6.87%2026-03-312026-05-13

USB US BANCORP89.6K shares12.91%2026-03-312026-05-13

CIBR FIRST TR EXCHANGE-TRADED FD74.3K shares22.67%2026-03-312026-05-13

IWR ISHARES TR47.3K shares-3.37%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC12.8K shares-4.41%2026-03-312026-05-13

ABNB AIRBNB INC36.1K shares-7.23%2026-03-312026-05-13

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BENJ HORIZON FDS87.0K shares8.15%2026-03-312026-05-13

THE CIGNA GROUP THE CIGNA GROUP17.1K shares21.91%2026-03-312026-05-13

COWG PACER FDS TR133.1K shares9.28%2026-03-312026-05-13

SYK STRYKER CORPORATION13.6K shares68.17%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP7.4K shares-30.87%2026-03-312026-05-13

JPST J P MORGAN EXCHANGE TRADED F87.5K shares6.49%2026-03-312026-05-13

NVT NVENT ELEC PLC37.3K shares41.62%2026-03-312026-05-13

APD AIR PRODUCTS AND CHEMICALS I15.1K shares-1.37%2026-03-312026-05-13

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XLK SELECT SECTOR SPDR TR32.7K shares5.86%2026-03-312026-05-13

XLC SELECT SECTOR SPDR TR39.2K shares14.22%2026-03-312026-05-13

ITM VANECK ETF TRUST93.3K shares1.64%2026-03-312026-05-13

GEV GE VERNOVA INC5.0K shares46.17%2026-03-312026-05-13

SPHQ INVESCO EXCHANGE TRADED FD T57.3K shares-4.78%2026-03-312026-05-13

XLSR SSGA ACTIVE TR74.0K shares100.75%2026-03-312026-05-13

FOXY SIMPLIFY EXCHANGE TRADED FUN146.1K sharesnew addition2026-03-312026-05-13

IAGG ISHARES TR85.3K shares18.03%2026-03-312026-05-13

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MGK VANGUARD WORLD FD11.5K shares-13.69%2026-03-312026-05-13

NOCT INNOVATOR ETFS TRUST74.7K shares0.58%2026-03-312026-05-13

IYC ISHARES TR43.3K shares12.70%2026-03-312026-05-13

CME CME GROUP INC14.2K shares-5.72%2026-03-312026-05-13

ANGL VANECK ETF TRUST145.6K shares9.54%2026-03-312026-05-13

MOAT VANECK ETF TRUST43.2K shares6.69%2026-03-312026-05-13

EFA ISHARES TR42.8K shares98.53%2026-03-312026-05-13

APH AMPHENOL CORP32.8K shares-2.87%2026-03-312026-05-13

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WEC ENERGY GROUP INC WEC ENERGY GROUP INC35.4K shares11.83%2026-03-312026-05-13

GILD GILEAD SCIENCES INC29.3K shares17.38%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR82.6K shares-15.02%2026-03-312026-05-13

QQQM INVESCO EXCH TRADED FD TR II17.1K shares16.64%2026-03-312026-05-13

RCL ROYAL CARIBBEAN GROUP14.7K shares-0.20%2026-03-312026-05-13

SPDW SPDR INDEX SHS FDS88.4K shares60.97%2026-03-312026-05-13

BUFB INNOVATOR ETFS TRUST112.2K shares46.03%2026-03-312026-05-13

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IDHQ INVESCO EXCH TRADED FD TR II113.8K shares256.74%2026-03-312026-05-13

INTC INTEL CORP90.1K shares5.20%2026-03-312026-05-13

THRO BLACKROCK ETF TRUST109.7K shares22.27%2026-03-312026-05-13

CHKP CHECK POINT SOFTWARE TECH LT27.2K shares15.76%2026-03-312026-05-13

BDX BECTON DICKINSON &CO24.2K shares1.04%2026-03-312026-05-13

CL COLGATE PALMOLIVE CO44.5K shares144.29%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO62.5K shares9.81%2026-03-312026-05-13

OMC OMNICOM GROUP INC49.9K shares-3.99%2026-03-312026-05-13

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PANW PALO ALTO NETWORKS INC22.7K shares-2.29%2026-03-312026-05-13

FDX FEDEX CORP10.2K shares24.36%2026-03-312026-05-13

IHDG WISDOMTREE TR75.1K shares3.37%2026-03-312026-05-13

IQLT ISHARES TR78.1K shares-5.58%2026-03-312026-05-13

AVDV AMERICAN CENTY ETF TR36.1K shares28.04%2026-03-312026-05-13

CDNS CADENCE DESIGN SYSTEM INC12.9K shares-6.55%2026-03-312026-05-13

VLO VALERO ENERGY CORP14.4K shares19.53%2026-03-312026-05-13

IHI ISHARES TR66.6K shares-3.31%2026-03-312026-05-13

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HON HONEYWELL INTL INC15.7K shares9.68%2026-03-312026-05-13

INTU INTUIT8.2K shares31.72%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP10.2K shares22.25%2026-03-312026-05-13

FDL FIRST TR EXCHANGE-TRADED FD69.1K shares0.88%2026-03-312026-05-13

GRID FIRST TR EXCHANGE-TRADED FD21.4K shares33.75%2026-03-312026-05-13

XLU SELECT SECTOR SPDR TR75.5K shares-6.52%2026-03-312026-05-13

VXUS VANGUARD STAR FDS44.9K shares32.70%2026-03-312026-05-13

PFE PFIZER INC123.0K shares-1.51%2026-03-312026-05-13

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ITA ISHARES TR15.7K shares-51.26%2026-03-312026-05-13

WDC WESTERN DIGITAL CORP12.7K shares45.55%2026-03-312026-05-13

DHR DANAHER CORP DEL17.9K shares-20.93%2026-03-312026-05-13

XLG INVESCO EXCHANGE TRADED FD T62.0K shares-24.04%2026-03-312026-05-13

BK BANK NEW YORK MELLON CORP28.4K shares7.42%2026-03-312026-05-13

VUG VANGUARD INDEX FDS7.7K shares-2.54%2026-03-312026-05-13

SIVR ABRDN SILVER ETF TRUST46.8K shares-16.96%2026-03-312026-05-13

SNA SNAP ON INC9.2K shares7.17%2026-03-312026-05-13

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VDE VANGUARD WORLD FD19.3K shares96.77%2026-03-312026-05-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND16.8K shares-27.07%2026-03-312026-05-13

ADI ANALOG DEVICES INC10.4K shares11.32%2026-03-312026-05-13

CMI CUMMINS INC6.1K shares0.91%2026-03-312026-05-13

WELL WELLTOWER INC16.5K shares12.74%2026-03-312026-05-13

TCAL T ROWE PRICE ETF INC145.4K shares500.95%2026-03-312026-05-13

ONEQ FIDELITY COMWLTH TR38.2K shares6.74%2026-03-312026-05-13

TM TOYOTA MOTOR CORP15.7K shares1.16%2026-03-312026-05-13

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TUA SIMPLIFY EXCHANGE TRADED FUN152.4K shares17.55%2026-03-312026-05-13

WMB WILLIAMS COS INC43.8K shares-14.18%2026-03-312026-05-13

VV VANGUARD INDEX FDS10.7K shares5.65%2026-03-312026-05-13

BINC BLACKROCK ETF TRUST II61.0K shares9.37%2026-03-312026-05-13

CRWD CROWDSTRIKE HLDGS INC8.1K shares-22.85%2026-03-312026-05-13

FCX FREEPORT MCMORAN INC52.2K shares36.74%2026-03-312026-05-13

WM WASTE MGMT INC DEL13.4K shares16.91%2026-03-312026-05-13

GSK PLC GSK PLC55.6K shares25.48%2026-03-312026-05-13

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CGMM CAPITAL GROUP EQUITY ETF TR103.1K shares13.46%2026-03-312026-05-13

SRLN SSGA ACTIVE ETF TR75.0K shares26.99%2026-03-312026-05-13

SPEM SPDR INDEX SHS FDS64.0K shares95.96%2026-03-312026-05-13

ADSK AUTODESK INC12.5K shares-3.81%2026-03-312026-05-13

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TMUS T-MOBILE US INC14.1K shares6.09%2026-03-312026-05-13

CVS CVS HEALTH CORP41.1K shares3.14%2026-03-312026-05-13

EFG ISHARES TR26.5K shares68.08%2026-03-312026-05-13

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SHOP SHOPIFY INC24.8K shares37.46%2026-03-312026-05-13

VRTX VERTEX PHARMACEUTICALS INC6.6K shares4.10%2026-03-312026-05-13

CEG CONSTELLATION ENERGY CORP10.5K shares26.79%2026-03-312026-05-13

KJUL INNOVATOR ETFS TRUST90.4K shares-0.26%2026-03-312026-05-13

IETC ISHARES U S ETF TR32.7K sharesnew addition2026-03-312026-05-13

FDEM FIDELITY COVINGTON TRUST91.1K shares33.26%2026-03-312026-05-13

KKR &CO INC KKR &CO INC31.1K shares-1.94%2026-03-312026-05-13

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CTAS CINTAS CORP16.6K shares27.95%2026-03-312026-05-13

PZA INVESCO EXCH TRADED FD TR II121.3K shares38.94%2026-03-312026-05-13

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ICE INTERCONTINENTAL EXCHANGE IN17.5K shares324.61%2026-03-312026-05-13

TT TRANE TECHNOLOGIES PLC6.6K shares-0.72%2026-03-312026-05-13

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G GENPACT LIMITED73.3K shares37.60%2026-03-312026-05-13

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TE CONNECTIVITY PLC TE CONNECTIVITY PLC13.0K shares13.78%2026-03-312026-05-13

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UPS UNITED PARCEL SVCS INC27.3K shares3.46%2026-03-312026-05-13

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VWOB VANGUARD WHITEHALL FDS40.7K shares13.62%2026-03-312026-05-13

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NEM NEWMONT CORP24.6K shares16.68%2026-03-312026-05-13

LOW LOWES COS INC11.2K shares5.54%2026-03-312026-05-13

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TFLR T ROWE PRICE ETF INC52.4K shares146.62%2026-03-312026-05-13

SCZ ISHARES TR33.6K shares0.04%2026-03-312026-05-13

FTNT FORTINET INC32.2K shares70.71%2026-03-312026-05-13

QTUM ETF SER SOLUTIONS24.3K shares-4.44%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS12.1K shares148.49%2026-03-312026-05-13

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BTI BRITISH AMERN TOB PLC43.5K shares16.99%2026-03-312026-05-13

SCHR SCHWAB STRATEGIC TR101.9K shares7.91%2026-03-312026-05-13

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STRL STERLING INFRASTRUCTURE INC5.9K shares9.47%2026-03-312026-05-13

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BARON ETF TR BARON ETF TR104.5K sharesnew addition2026-03-312026-05-13

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IOCT INNOVATOR ETFS TRUST66.8K shares-0.77%2026-03-312026-05-13

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SO SOUTHERN CO23.8K shares-3.86%2026-03-312026-05-13

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ICF ISHARES TR36.8K shares0.79%2026-03-312026-05-13

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SMLF ISHARES TR30.1K shares1.84%2026-03-312026-05-13

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CW CURTISS WRIGHT CORP3.2K shares-5.90%2026-03-312026-05-13

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BUFF INNOVATOR ETFS TRUST44.0K shares67.95%2026-03-312026-05-13

URI UNITED RENTALS INC3.0K shares7.31%2026-03-312026-05-13

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SPSB SPDR SERIES TRUST71.0K shares-17.39%2026-03-312026-05-13

ROST ROSS STORES INC9.9K shares-2.46%2026-03-312026-05-13

QTEC FIRST TR EXCHANGE-TRADED FD9.9K shares3.36%2026-03-312026-05-13

Sponsored

HWM HOWMET AEROSPACE INC9.2K shares21.17%2026-03-312026-05-13

BUFD FIRST TR EXCHNG TRADED FD VI74.7K shares5.08%2026-03-312026-05-13

FEM FIRST TR EXCH TRD ALPHDX FD69.6K shares1.63%2026-03-312026-05-13

CRH PLC CRH PLC19.8K shares-41.52%2026-03-312026-05-13

GOF GUGGENHEIM STRATEGIC OPPORTU189.0K shares11.43%2026-03-312026-05-13

ETR ENTERGY CORP NEW18.5K shares1.16%2026-03-312026-05-13

SGOV ISHARES TR20.5K shares-3.22%2026-03-312026-05-13

YYY AMPLIFY ETF TR186.9K shares3.89%2026-03-312026-05-13

Sponsored

SAP SAP SE12.0K shares9.77%2026-03-312026-05-13

VOX VANGUARD WORLD FD11.4K shares-67.99%2026-03-312026-05-13

FTGC FIRST TR EXCHANGE TRAD FD VI71.6K shares2.82%2026-03-312026-05-13

VVR INVESCO SR INCOME TR637.4K shares7.24%2026-03-312026-05-13

BBVA BANCO BILBAO VIZCAYA ARGENTA94.6K shares-21.51%2026-03-312026-05-13

AMT AMERICAN TOWER CORP11.8K shares4.19%2026-03-312026-05-13

VRP INVESCO EXCH TRADED FD TR II84.8K shares-4.88%2026-03-312026-05-13

XRMI GLOBAL X FDS119.9K shares4.74%2026-03-312026-05-13

Sponsored

CTVA CORTEVA INC24.2K shares17.97%2026-03-312026-05-13

TCAF T ROWE PRICE ETF INC56.9K shares14.13%2026-03-312026-05-13

VRT VERTIV HOLDINGS CO8.1K shares16.47%2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR78.5K shares-1.03%2026-03-312026-05-13

ETFS GOLD TR ETFS GOLD TR44.9K shares-0.98%2026-03-312026-05-13

ZTS ZOETIS INC16.9K shares79.31%2026-03-312026-05-13

FN FABRINET3.8K shares-10.33%2026-03-312026-05-13

GM GENERAL MTRS CO26.7K shares-22.01%2026-03-312026-05-13

Sponsored

BLW BLACKROCK LTD DURATION INCOM157.7K shares-0.24%2026-03-312026-05-13

PAYX PAYCHEX INC21.5K shares11.71%2026-03-312026-05-13

AJG GALLAGHER ARTHUR J &CO9.1K shares-23.79%2026-03-312026-05-13

DVY ISHARES TR13.1K shares0.12%2026-03-312026-05-13

USMC

PRINCIPAL EXCHANGE TRADED FD

5.96%

Shares4.7M

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

4.86%

Shares309.6K

Event2026-03-31

Filed2026-05-13

PSC

PRINCIPAL EXCHANGE TRADED FD

9.35%

Shares2.5M

Event2026-03-31

Filed2026-05-13

PIEQ

PRINCIPAL EXCHANGE TRADED FD

11.20%

Shares4.1M

Event2026-03-31

Filed2026-05-13

LCAP

PRINCIPAL EXCHANGE TRADED FD

63.96%

Shares4.8M

Event2026-03-31

Filed2026-05-13

BCHP

PRINCIPAL EXCHANGE TRADED FD

9.48%

Shares4.3M

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

-2.20%

Shares1.4M

Event2026-03-31

Filed2026-05-13

GSUS

GOLDMAN SACHS ETF TR

-1.94%

Shares1.2M

Event2026-03-31

Filed2026-05-13

PRINCIPAL EXCHANGE TRADED FD

16.72%

Shares4.9M

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

12.74%

Shares480.4K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

10.63%

Shares223.9K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

8.69%

Shares315.0K

Event2026-03-31

Filed2026-05-13

PRINCIPAL EXCHANGE TRADED FD

23.39%

Shares1.4M

Event2026-03-31

Filed2026-05-13

IUSV

ISHARES TR

11.86%

Shares702.1K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

4.80%

Shares338.9K

Event2026-03-31

Filed2026-05-13

SPYM

SPDR SERIES TRUST

3.93%

Shares866.6K

Event2026-03-31

Filed2026-05-13

IWB

ISHARES TR

1.47%

Shares182.4K

Event2026-03-31

Filed2026-05-13

YLD

PRINCIPAL EXCHANGE TRADED FD

16.17%

Shares3.3M

Event2026-03-31

Filed2026-05-13

GCOR

GOLDMAN SACHS ETF TR

9.71%

Shares1.4M

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

23.03%

Shares638.3K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

-1.26%

Shares803.5K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

1.17%

Shares194.8K

Event2026-03-31

Filed2026-05-13

APUE

TRUST FOR PROFESSIONAL MANAG

5.15%

Shares1.4M

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

7.90%

Shares170.3K

Event2026-03-31

Filed2026-05-13

SCHP

SCHWAB STRATEGIC TR

23.17%

Shares1.9M

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

9.79%

Shares396.7K

Event2026-03-31

Filed2026-05-13

IVW

ISHARES TR

-2.90%

Shares422.1K

Event2026-03-31

Filed2026-05-13

FTEC

FIDELITY COVINGTON TRUST

42.86%

Shares212.9K

Event2026-03-31

Filed2026-05-13

GSIE

GOLDMAN SACHS ETF TR

6.45%

Shares1.0M

Event2026-03-31

Filed2026-05-13

SCHG

SCHWAB STRATEGIC TR

8.50%

Shares1.5M

Event2026-03-31

Filed2026-05-13

IDEV

ISHARES TR

-1.99%

Shares496.4K

Event2026-03-31

Filed2026-05-13