Princeton Global Asset Management LLC Purchases in Q3 2025

Princeton Global Asset Management LLC

  • $568 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.38K
+ 51.26%
$23.82 - $25.84 $56.7K - $61.5K
7.03K $180K
TTE
Total Energies Se

Energy
965
+ 2.55%
N/A
38.8K $2.66M
VB
Vanguard Small Cap ETF

ETFs
208
+ 30.36%
$237.58 - $259.17 $49.4K - $53.9K
893 $227K
BK
Bank Of New York Mellon Corp

Financial Services
500
+ 112.11%
$90.65 - $109.75 $45.3K - $54.9K
946 $103K
RDVY
First Trust Rising Dividend Ac

ETFs
896
New
$62.38 - $67.29 $55.9K - $60.3K
896 $60K
F
Ford Motor CO

Consumer Cyclical
5K
+ 750.75%
$10.82 - $12.09 $54.1K - $60.5K
5.67K $67K
C
Citigroup Inc

Financial Services
488
+ 90.37%
$85.57 - $103.49 $41.8K - $50.5K
1.03K $104K
MA
Mastercard Inc

Financial Services
102
+ 53.4%
$550.18 - $598.96 $56.1K - $61.1K
293 $166K
PFFV
Global X Variable Rate Preferr

Technology
1.25K
+ 1.32%
$22.87 - $23.38 $28.5K - $29.1K
95.9K $2.22M
INGR
Ingredion Inc

Consumer Defensive
500
+ 322.58%
$121.01 - $138.21 $60.5K - $69.1K
655 $79K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
9
+ 0.15%
$109.47 - $119.06 $985 - $1.07K
6.13K $725K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.05%
$214.92 - $244.84 $215 - $245
1.98K $479K
VHT
Vanguard Health Care ETF

ETFs
200
New
$239.12 - $259.95 $47.8K - $52K
200 $51K
SYY
Sysco Corp

Consumer Defensive
500
+ 42.19%
$76.33 - $82.51 $38.2K - $41.3K
1.69K $138K
AXP
American Express CO

Financial Services
100
+ 8.92%
$294.27 - $342.31 $29.4K - $34.2K
1.22K $405K
IBB
Ishares Biotechnology ETF

ETFs
300
+ 375.0%
$127.63 - $144.37 $38.3K - $43.3K
380 $54K
BMY
Bristol Myers Squibb CO

Healthcare
1K
+ 118.62%
$43.31 - $48.98 $43.3K - $49K
1.84K $83K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.78K
+ 9.72%
N/A
20.1K $478K
MTZ
Mastec Inc

Industrials
200
New
$168.23 - $212.81 $33.6K - $42.6K
200 $42K
COF
Capital One Financial Corp

Financial Services
200
+ 111.73%
$207.29 - $229.74 $41.5K - $45.9K
379 $80K
VO
Vanguard Mid Cap ETF

ETFs
107
+ 16.93%
$279.83 - $293.74 $29.9K - $31.4K
739 $217K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
3
+ 0.01%
$49.55 - $52.25 $149 - $157
21.2K $1.11M
UNH
Unitedhealth Group Inc

Healthcare
70
+ 14.77%
$237.77 - $353.61 $16.6K - $24.8K
544 $187K
CHWY
Chewy, Inc.

Consumer Cyclical
1K
New
$34.27 - $42.33 $34.3K - $42.3K
1K $40K
VST
Vistra Corp.

Utilities
200
New
$182.0 - $217.92 $36.4K - $43.6K
200 $39K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2
+ 0.06%
$138.08 - $151.2 $276 - $302
3.17K $479K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
951
New
$35.42 - $38.65 $33.7K - $36.8K
951 $36K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
84
+ 1.2%
$62.54 - $68.42 $5.25K - $5.75K
7.06K $476K
MNST
Monster Beverage Corp

Consumer Defensive
500
+ 675.68%
$58.65 - $67.31 $29.3K - $33.7K
574 $38K
PAYX
Paychex Inc

Industrials
301
+ 95.56%
$126.69 - $147.99 $38.1K - $44.5K
616 $78K
UGI
Ugi Corp

Utilities
1K
New
$32.64 - $37.14 $32.6K - $37.1K
1K $33K
IAU
Ishares Gold Trust

ETFs
400
+ 109.29%
$61.62 - $72.77 $24.6K - $29.1K
766 $55K
AMAT
Applied Materials Inc

Technology
107
+ 24.21%
$156.25 - $204.95 $16.7K - $21.9K
549 $112K
SAN
Banco Santander, S.A.

Financial Services
3K
New
$8.27 - $10.48 $24.8K - $31.4K
3K $31K
MAR
Marriott International Inc

Consumer Cyclical
125
+ 168.92%
$255.35 - $282.87 $31.9K - $35.4K
199 $51K
FTCS
First Trust Capital Strength E

ETFs
312
New
$89.72 - $93.74 $28K - $29.2K
312 $29K
VEA
Vanguard Ftse Developed Market

ETFs
168
+ 2.56%
$56.02 - $60.3 $9.41K - $10.1K
6.72K $402K
IBM
International Business Machines Corp

Technology
154
+ 12.38%
$234.77 - $292.47 $36.2K - $45K
1.4K $394K
CMCSA
Comcast Corp

Communication Services
1K
+ 117.06%
$31.41 - $36.33 $31.5K - $36.4K
1.86K $58K
FIW
First Trust Water ETF

ETFs
109
+ 3.27%
$107.54 - $115.08 $11.7K - $12.5K
3.44K $386K
GE
General Electric CO

Industrials
4
+ 0.67%
$244.75 - $305.63 $979 - $1.22K
604 $181K
HIG
Hartford Financial Services Group, Inc.

Financial Services
200
New
$119.73 - $134.7 $23.9K - $26.9K
200 $26K
IVW
Ishares S&P 500 Growth ETF

ETFs
200
New
$108.97 - $121.65 $21.8K - $24.3K
200 $24K
BND
Vanguard Bd Index Fd Inc Total

ETFs
295
New
$72.57 - $74.72 $21.4K - $22K
295 $21K
MANH
Manhattan Associates Inc

Technology
100
New
$196.16 - $227.94 $19.6K - $22.8K
100 $20K
IVE
Ishares S&P 500 Value ETF

ETFs
100
New
$194.44 - $206.51 $19.4K - $20.7K
100 $20K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
380
+ 1.67%
$37.5 - $40.3 $14.3K - $15.3K
23.1K $920K
COP
Conocophillips

Energy
195
+ 43.53%
$91.0 - $98.99 $17.7K - $19.3K
643 $60K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.04%
$132.9 - $142.03 $133 - $142
2.23K $313K
Activity Summary
Buys All Purchases 185 New Holdings 39 Increased Positions 146 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 0 Puts 0
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