Princeton Global Asset Management LLC Incresed Positions 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
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
PFFV
Global X Variable Rate Preferr

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

Financial Services
102
+ 53.4%
$550.18 - $598.96 $56.1K - $61.1K
293 $166K
INGR
Ingredion Inc

Consumer Defensive
500
+ 322.58%
$121.01 - $138.21 $60.5K - $69.1K
655 $79K
GILD
Gilead Sciences, Inc.

Healthcare
500
+ 63.21%
$108.22 - $120.47 $54.1K - $60.2K
1.29K $143K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.05%
$214.92 - $244.84 $215 - $245
1.98K $479K
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
COF
Capital One Financial Corp

Financial Services
200
+ 111.73%
$207.29 - $229.74 $41.5K - $45.9K
379 $80K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
3
+ 0.01%
$49.55 - $52.25 $149 - $157
21.2K $1.11M
VO
Vanguard Mid Cap ETF

ETFs
107
+ 16.93%
$279.83 - $293.74 $29.9K - $31.4K
739 $217K
UNH
Unitedhealth Group Inc

Healthcare
70
+ 14.77%
$237.77 - $353.61 $16.6K - $24.8K
544 $187K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2
+ 0.06%
$138.08 - $151.2 $276 - $302
3.17K $479K
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
IAU
Ishares Gold Trust

ETFs
400
+ 109.29%
$61.62 - $72.77 $24.6K - $29.1K
766 $55K
PAYX
Paychex Inc

Industrials
301
+ 95.56%
$126.69 - $147.99 $38.1K - $44.5K
616 $78K
AMAT
Applied Materials Inc

Technology
107
+ 24.21%
$156.25 - $204.95 $16.7K - $21.9K
549 $112K
MAR
Marriott International Inc

Consumer Cyclical
125
+ 168.92%
$255.35 - $282.87 $31.9K - $35.4K
199 $51K
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
GE
General Electric CO

Industrials
4
+ 0.67%
$244.75 - $305.63 $979 - $1.22K
604 $181K
FIW
First Trust Water ETF

ETFs
109
+ 3.27%
$107.54 - $115.08 $11.7K - $12.5K
3.44K $386K
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
PBD
Invesco ETF Tr Ii Global Clean

ETFs
52
+ 0.79%
$12.7 - $15.07 $660 - $784
6.67K $100K
DUK
Duke Energy Corp

Utilities
65
+ 5.78%
$116.31 - $125.93 $7.56K - $8.19K
1.19K $147K
IBDV
Ishares Tr

Technology
612
+ 12.64%
$21.75 - $22.22 $13.3K - $13.6K
5.45K $120K
MSI
Motorola Solutions, Inc.

Technology
21
+ 23.6%
$408.73 - $490.3 $8.58K - $10.3K
110 $50K
AEP
American Electric Power CO Inc

Utilities
1
+ 0.07%
$103.26 - $115.0 $103 - $115
1.44K $161K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
100
+ 49.75%
$87.42 - $100.3 $8.74K - $10K
301 $30K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
16
+ 0.06%
$24.97 - $25.78 $400 - $412
28.2K $722K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1
+ 0.05%
$136.48 - $142.97 $136 - $143
2.08K $291K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.13%
$291.67 - $316.99 $292 - $317
749 $227K
WMT
Walmart Inc.

Consumer Defensive
15
+ 1.19%
$94.4 - $104.27 $1.42K - $1.56K
1.27K $131K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
153
+ 1.03%
$50.47 - $50.74 $7.72K - $7.76K
15K $762K
VT
Vanguard Total World Stk Index

ETFs
2
+ 0.24%
$128.41 - $138.03 $257 - $276
847 $116K
PFE
Pfizer Inc

Healthcare
200
+ 13.98%
$23.29 - $25.88 $4.66K - $5.18K
1.63K $41K
WDC
Western Digital Corp

Technology
50
+ 263.16%
$63.84 - $120.06 $3.19K - $6K
69 $8K
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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