Princeton Global Asset Management LLC Purchases in Q1 2025

Princeton Global Asset Management LLC

  • $474 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
93.4K
New
$73.71 - $87.55 $6.89M - $8.18M
93.4K $8.13M
META
Meta Platforms, Inc.

Communication Services
4.39K
+ 794.93%
$576.36 - $736.67 $2.53M - $3.23M
4.94K $2.85M
AXP
American Express CO

Financial Services
7.46K
+ 328.6%
$255.39 - $325.87 $1.9M - $2.43M
9.73K $2.62M
GLD
Spdr Gold Trust

ETFs
1.82K
+ 7.14%
$243.19 - $288.14 $443K - $524K
27.3K $7.87M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
32.8K
+ 141.11%
$50.72 - $50.92 $1.66M - $1.67M
56K $2.85M
ETR
Entergy Corp

Utilities
6.88K
+ 6.58%
$75.26 - $87.89 $518K - $605K
111K $9.53M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
79
+ 0.52%
$402.49 - $513.76 $31.8K - $40.6K
15.2K $7.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.03K
+ 232.34%
$551.42 - $612.93 $1.12M - $1.24M
2.9K $1.62M
RSG
Republic Services, Inc.

Industrials
17
+ 0.15%
$200.09 - $242.16 $3.4K - $4.12K
11.7K $2.84M
JPM
Jpmorgan Chase & CO

Financial Services
382
+ 0.59%
$225.19 - $279.95 $86K - $107K
64.8K $15.9M
XOM
Exxon Mobil Corp

Energy
2.21K
+ 19.19%
$105.44 - $118.93 $232K - $262K
13.7K $1.63M
BR
Broadridge Financial Solutions, Inc.

Technology
420
+ 2.37%
$221.46 - $244.83 $93K - $103K
18.1K $4.4M
FNDF
Schwab Fundamental Intl Large

ETFs
6.34K
+ 14.01%
$32.9 - $37.45 $208K - $237K
51.6K $1.88M
PEG
Public Service Enterprise Group Inc

Utilities
3.25K
+ 30.33%
$78.2 - $90.39 $254K - $294K
14K $1.15M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.66K
+ 26.26%
$23.9 - $24.18 $231K - $234K
46.5K $1.12M
IEFA
Ishares Tr

ETFs
49
+ 0.13%
$69.57 - $78.65 $3.41K - $3.85K
37.8K $2.89M
NFLX
Netflix Inc

Communication Services
243
+ 517.02%
$828.4 - $1058.6 $201K - $257K
290 $270K
IBMO
Ishares Tr Ibonds December 202

ETFs
8.8K
+ 127.54%
$25.45 - $25.6 $224K - $225K
15.7K $401K
MPC
Marathon Petroleum Corp

Energy
390
+ 1.59%
$134.72 - $159.03 $52.5K - $62K
24.9K $3.63M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.89K
+ 6.07%
$51.52 - $52.37 $149K - $151K
50.5K $2.64M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
2.85K
+ 15.49%
$46.86 - $50.66 $133K - $144K
21.2K $1.02M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
903
+ 8.24%
$152.57 - $163.66 $138K - $148K
11.9K $1.84M
MO
Altria Group, Inc.

Consumer Defensive
1.59K
+ 28.07%
$50.81 - $60.02 $80.7K - $95.4K
7.25K $435K
IEMG
Ishares Inc

ETFs
2.51K
+ 4.73%
N/A
55.6K $2.98M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.07K
+ 9.05%
$55.41 - $60.74 $170K - $187K
37K $2.08M
PFFV
Global X Variable Rate Preferr

Technology
5.4K
+ 6.11%
$23.51 - $24.14 $127K - $130K
93.7K $2.21M
SCHO
Schwab Short Term Us Treasury

ETFs
3.76K
+ 5.15%
$24.1 - $24.33 $90.5K - $91.4K
76.7K $1.87M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
4.58K
+ 165.76%
$22.61 - $23.14 $103K - $106K
7.34K $169K
T
At&T Inc.

Communication Services
523
+ 3.13%
$21.56 - $28.28 $11.3K - $14.8K
17.2K $487K
CVX
Chevron Corp

Energy
487
+ 43.68%
$146.71 - $167.97 $71.4K - $81.8K
1.6K $267K
IBMP
Ishares Tr Ibonds December 202

ETFs
3.95K
New
$25.1 - $25.34 $99.1K - $100K
3.95K $99K
MPLX
Mplx LP

Energy
651
+ 5.79%
$47.88 - $54.65 $31.2K - $35.6K
11.9K $636K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
413
+ 175.74%
$212.17 - $267.17 $87.6K - $110K
648 $137K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.5K
New
$22.77 - $22.94 $79.7K - $80.3K
3.5K $80K
MDLZ
Mondelez International, Inc.

Consumer Defensive
619
+ 13.44%
$56.12 - $68.15 $34.7K - $42.2K
5.23K $354K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
5.75K
+ 33.63%
$11.96 - $13.56 $68.8K - $78K
22.9K $295K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
971
+ 4.68%
$34.14 - $37.91 $33.1K - $36.8K
21.7K $782K
ED
Consolidated Edison Inc

Utilities
25
+ 0.79%
$88.0 - $110.59 $2.2K - $2.76K
3.17K $350K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
5K
+ 1000.0%
$10.61 - $16.49 $53.1K - $82.4K
5.5K $68K
OSCR
Oscar Health, Inc.

Healthcare
4.5K
New
$12.83 - $17.3 $57.7K - $77.9K
4.5K $59K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.62K
+ 3.75%
$24.79 - $25.26 $40K - $40.8K
44.7K $1.13M
NVO
Novo Nordisk A S

Healthcare
1.47K
+ 52.82%
$69.3 - $90.95 $102K - $134K
4.25K $295K
ET
Energy Transfer LP

Energy
3.13K
+ 189.39%
$17.26 - $21.08 $53.9K - $65.9K
4.78K $88K
EPD
Enterprise Products Partners L.P.

Energy
875
+ 10.92%
$31.75 - $34.14 $27.8K - $29.9K
8.89K $303K
WPM
Wheaton Precious Metals Corp.

Basic Materials
665
New
$55.75 - $77.63 $37.1K - $51.6K
665 $51K
UBER
Uber Technologies, Inc

Technology
700
New
$63.17 - $81.49 $44.2K - $57K
700 $51K
FSLR
First Solar, Inc.

Technology
400
New
$126.34 - $197.73 $50.5K - $79.1K
400 $50K
ZION
Zions Bancorporation, National Association

Financial Services
1K
New
$47.0 - $59.03 $47K - $59K
1K $49K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.54K
+ 5.78%
$24.21 - $25.09 $37.4K - $38.7K
28.3K $705K
Activity Summary
Buys All Purchases 151 New Holdings 20 Increased Positions 131 Sells All Sells 185 Reductions 185 Sold out 0 Options Calls 0 Puts 0
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