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
DGX
Quest Diagnostics Inc

Healthcare
1
+ 0.3%
N/A
338 $46K
Sunrise Communications Ag Ads Cl A
408
New
N/A
408 $0
Ft Energy Income Partners Enhanced Income ETF
1.35K
+ 306.82%
N/A
1.79K $0
Eaton Vance Short Duration Municipal Income ETF
3
+ 0.49%
N/A
610 $0
WFC
Wells Fargo & Company

Financial Services
1
+ 0.5%
$66.78 - $81.42 $66.8 - $81.4
201 $14K
Niocorp Devs LTD Com New
200
New
N/A
200 $0
Ishares Ibonds Dec 2029 Term Muni Bond ETF
1.1K
New
N/A
1.1K $0
IBHE
Ishares Ibonds 2025 Term High

ETFs
13
+ 0.99%
$23.16 - $23.32 $301 - $303
1.33K $30K
Ishares Bitcoin Trust ETF
385
+ 7.99%
N/A
5.2K $0
Lam Research Corp Com New
2.7K
+ 8.68%
N/A
33.8K $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
36
+ 1.26%
$9.47 - $11.46 $341 - $413
2.9K $30K
Princeton Bancorp Inc Com
8.01K
New
N/A
8.01K $0
New Amer High Income Fd Inc Com New
1.5K
New
N/A
1.5K $0
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1
+ 1.12%
$44.72 - $46.25 $44.7 - $46.3
90 $4K
CRH.L
Crh PLC

Basic Materials
2.02K
+ 1.71%
N/A
120K $0
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
1
+ 0.19%
$111.29 - $123.42 $111 - $123
521 $59K
XLI
Industrial Sector Spdr

ETFs
1
+ 0.21%
$128.78 - $141.67 $129 - $142
476 $61K
INGR
Ingredion Inc

Consumer Defensive
1
+ 0.65%
$125.6 - $137.36 $126 - $137
155 $20K
SMG
Scotts Miracle Gro CO

Basic Materials
1
+ 1.59%
$54.76 - $77.7 $54.8 - $77.7
64 $3K
DSI
Ishares Msci Kld 400 Social Et

ETFs
61
+ 6.31%
$101.98 - $115.66 $6.22K - $7.06K
1.03K $104K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4
+ 0.31%
$21.75 - $24.28 $87 - $97.1
1.3K $28K
MAIN
Main Street Capital Corp

Financial Services
3
+ 0.23%
$54.71 - $63.1 $164 - $189
1.29K $73K
FIW
First Trust Water ETF

ETFs
4
+ 0.12%
$99.48 - $106.74 $398 - $427
3.32K $333K
NEE
Nextera Energy Inc

Utilities
495
+ 0.98%
$66.96 - $76.16 $33.1K - $37.7K
50.9K $3.61M
HRI
Herc Holdings Inc

Industrials
1
+ 0.94%
$122.25 - $211.06 $122 - $211
107 $14K
URI
United Rentals, Inc.

Industrials
1
+ 0.98%
$594.17 - $789.56 $594 - $790
103 $64K
FIP
Ftai Infrastructure LLC
21
+ 0.61%
$4.53 - $8.41 $95.1 - $177
3.44K $16K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
65
+ 3.62%
$77.67 - $90.15 $5.05K - $5.86K
1.86K $145K
GOOD
Gladstone Commercial Corp

Real Estate
294
+ 1.91%
$14.73 - $16.42 $4.33K - $4.83K
15.7K $234K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1
+ 0.03%
$113.13 - $127.79 $113 - $128
3.17K $361K
XLK
Technology Sector Spdr

ETFs
234
+ 8.74%
$206.38 - $242.18 $48.3K - $56.7K
2.91K $600K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
8
+ 0.2%
$96.93 - $109.51 $775 - $876
4.1K $399K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
178
+ 0.57%
$25.58 - $29.24 $4.55K - $5.2K
31.6K $827K
TSLA
Tesla, Inc.

Consumer Cyclical
91
+ 17.74%
$222.15 - $428.22 $20.2K - $39K
604 $156K
CARR
Carrier Global Corp

Industrials
85
+ 0.41%
$62.07 - $70.55 $5.28K - $6K
20.7K $1.32M
FCNCA
First Citizens Bancshares Inc

Financial Services
32
+ 5.18%
$1728.36 - $2231.14 $55.3K - $71.4K
650 $1.21M
OWL
Blue Owl Capital Inc.

Financial Services
6.33K
+ 8.3%
$18.49 - $26.68 $117K - $169K
82.6K $1.65M
PCAR
Paccar Inc

Industrials
633
+ 2.14%
$96.91 - $112.51 $61.3K - $71.2K
30.2K $2.94M
FIS
Fidelity National Information Services, Inc.

Technology
326
+ 1.14%
$68.12 - $83.42 $22.2K - $27.2K
29K $2.16M
BAC
Bank Of America Corp

Financial Services
1.4K
+ 1.47%
$39.61 - $47.74 $55.6K - $67K
96.9K $4.04M
BKNG
Booking Holdings Inc.

Consumer Cyclical
10
+ 1.25%
$4295.4 - $5141.88 $43K - $51.4K
808 $3.72M
CRM
Salesforce, Inc.

Technology
255
+ 4.02%
$268.36 - $359.95 $68.4K - $91.8K
6.6K $1.77M
NVDA
Nvidia Corp

Technology
970
+ 4.54%
$106.98 - $149.43 $104K - $145K
22.3K $2.42M
AMZN
Amazon Com Inc

Consumer Cyclical
749
+ 2.46%
$190.26 - $242.06 $143K - $181K
31.2K $5.94M
ETN
Eaton Corp PLC

Industrials
715
+ 3.47%
$271.83 - $371.23 $194K - $265K
21.3K $5.79M
ORCL
Oracle Corp

Technology
1.42K
+ 3.06%
$139.81 - $186.47 $198K - $264K
47.7K $6.67M
GOOG
Alphabet Inc.

Communication Services
710
+ 2.05%
$156.06 - $207.71 $111K - $147K
35.3K $5.51M
MSFT
Microsoft Corp

Technology
5.05K
+ 7.65%
$375.39 - $447.2 $1.9M - $2.26M
71.1K $26.7M
PWR
Quanta Services, Inc.

Industrials
1.39K
+ 4.06%
$236.71 - $358.03 $329K - $498K
35.6K $9.05M
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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