Princeton Global Asset Management LLC Purchases in Q3 2024

Princeton Global Asset Management LLC

  • $488 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KKR
Kkr & Co. Inc.

Financial Services
592
New
$104.51 - $133.23 $61.9K - $78.9K
592 $77K
WMT
Walmart Inc.

Consumer Defensive
820
+ 108.75%
$66.91 - $81.4 $54.9K - $66.7K
1.57K $127K
VO
Vanguard Mid Cap ETF

ETFs
277
+ 263.81%
$237.84 - $263.83 $65.9K - $73.1K
382 $100K
SYK
Stryker Corp

Healthcare
201
+ 207.22%
$315.94 - $371.96 $63.5K - $74.8K
298 $107K
VMC
Vulcan Materials CO

Basic Materials
191
+ 1.2%
$231.83 - $274.51 $44.3K - $52.4K
16.1K $4.04M
WELL
Welltower Inc.

Real Estate
479
+ 136.86%
$104.0 - $129.74 $49.8K - $62.1K
829 $106K
CRM
Salesforce, Inc.

Technology
253
+ 8433.33%
$238.42 - $276.53 $60.3K - $70K
256 $70K
LLY
Eli Lilly & CO

Healthcare
92
+ 16.49%
$772.14 - $960.02 $71K - $88.3K
650 $575K
PHM
Pultegroup Inc

Consumer Cyclical
481
New
$103.95 - $144.98 $50K - $69.7K
481 $69K
FDX
Fedex Corp

Industrials
296
+ 59.2%
$254.64 - $313.52 $75.4K - $92.8K
796 $217K
BSX
Boston Scientific Corp

Healthcare
807
New
$72.96 - $84.0 $58.9K - $67.8K
807 $67K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
484
New
$127.29 - $141.5 $61.6K - $68.5K
484 $67K
PFFV
Global X Variable Rate Preferr

Technology
1.33K
+ 1.54%
$23.2 - $24.27 $30.9K - $32.4K
87.7K $2.11M
IR
Ingersoll Rand Inc.

Industrials
664
New
$86.9 - $100.4 $57.7K - $66.7K
664 $65K
DUK
Duke Energy Corp

Utilities
432
+ 44.44%
$99.35 - $117.71 $42.9K - $50.9K
1.4K $161K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
6.99K
+ 151.72%
$7.86 - $8.77 $55K - $61.3K
11.6K $101K
SHW
Sherwin Williams CO

Basic Materials
159
New
$294.65 - $384.0 $46.8K - $61.1K
159 $60K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
68
+ 0.65%
$75.47 - $83.18 $5.13K - $5.66K
10.5K $868K
CMI
Cummins Inc

Industrials
17
+ 1.45%
$266.63 - $326.4 $4.53K - $5.55K
1.19K $384K
SCHG
Schwab Strategic Tr Us Large C

ETFs
425
+ 9.39%
$92.63 - $105.69 $39.4K - $44.9K
4.95K $515K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
168
+ 0.22%
$18.36 - $19.08 $3.08K - $3.21K
78.2K $1.49M
CI
Cigna Corp

Healthcare
43
+ 1.66%
$319.12 - $367.1 $13.7K - $15.8K
2.64K $913K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
438
New
$112.99 - $126.45 $49.5K - $55.4K
438 $55K
PHYS
Sprott Physical Gold Trust

Financial Services
1.3K
+ 11.21%
$18.12 - $20.72 $23.6K - $26.9K
12.9K $263K
T
At&T Inc.

Communication Services
44
+ 0.25%
$18.21 - $22.28 $801 - $980
17.9K $393K
ADBE
Adobe Inc.

Technology
103
New
$508.13 - $586.55 $52.3K - $60.4K
103 $53K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.05K
+ 70.0%
$49.83 - $62.75 $52.3K - $65.9K
2.55K $146K
CSX
Csx Corp

Industrials
1.46K
+ 91.31%
$32.48 - $35.45 $47.5K - $51.8K
3.06K $105K
SPY
Spdr S&P 500 ETF Trust

ETFs
50
+ 6.54%
$517.38 - $573.86 $25.9K - $28.7K
814 $467K
DHR
Danaher Corp

Healthcare
180
+ 360.0%
$239.25 - $280.76 $43.1K - $50.5K
230 $63K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.35K
+ 5.5%
$23.63 - $24.42 $31.9K - $33K
25.9K $631K
SCHO
Schwab Short Term Us Treasury

ETFs
436
+ 1.34%
$47.93 - $49.06 $20.9K - $21.4K
32.9K $1.61M
ED
Consolidated Edison Inc

Utilities
24
+ 0.78%
$88.42 - $104.97 $2.12K - $2.52K
3.12K $324K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
57
+ 0.28%
$35.73 - $39.48 $2.04K - $2.25K
20.7K $810K
AME
Ametek Inc

Industrials
258
New
$152.74 - $176.01 $39.4K - $45.4K
258 $44K
SNPS
Synopsys Inc

Technology
86
New
$463.97 - $621.3 $39.9K - $53.4K
86 $43K
AEP
American Electric Power CO Inc

Utilities
234
+ 18.92%
$87.11 - $104.95 $20.4K - $24.6K
1.47K $150K
COP
Conocophillips

Energy
476
+ 52.48%
$102.3 - $116.61 $48.7K - $55.5K
1.38K $145K
AMD
Advanced Micro Devices Inc

Technology
259
+ 259.0%
$128.67 - $183.96 $33.3K - $47.6K
359 $58K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
36
New
$1015.62 - $1159.62 $36.6K - $41.7K
36 $41K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
2.94K
+ 84.54%
$12.65 - $13.91 $37.2K - $40.9K
6.42K $88K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
2.77K
+ 125.17%
$13.24 - $14.64 $36.7K - $40.6K
4.98K $72K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
2.81K
New
$13.41 - $14.43 $37.7K - $40.6K
2.81K $40K
INTU
Intuit Inc

Technology
67
+ 81.71%
$602.97 - $670.49 $40.4K - $44.9K
149 $92K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2
+ 0.06%
$110.06 - $128.44 $220 - $257
3.16K $402K
TSLA
Tesla, Inc.

Consumer Cyclical
20
+ 4.18%
$191.76 - $263.26 $3.84K - $5.27K
498 $130K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.02%
$73.43 - $80.37 $73.4 - $80.4
5.42K $435K
GOOD
Gladstone Commercial Corp

Real Estate
289
+ 1.94%
$14.02 - $16.24 $4.05K - $4.69K
15.1K $246K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
2.35K
+ 21.36%
$9.89 - $11.43 $23.2K - $26.9K
13.4K $146K
Activity Summary
Buys All Purchases 255 New Holdings 59 Increased Positions 196 Sells All Sells 100 Reductions 99 Sold out 1 Options Calls 0 Puts 0
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