Princeton Global Asset Management LLC Incresed Positions in Q2 2025

Princeton Global Asset Management LLC

  • $522 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
139
+ 33.1%
$273.94 - $388.21 $38.1K - $54K
559 $217K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.01%
$22.27 - $29.21 $44.5 - $58.4
18.7K $547K
VT
Vanguard Total World Stk Index

ETFs
553
+ 189.38%
$103.16 - $128.52 $57K - $71.1K
845 $108K
LLY
Eli Lilly & CO

Healthcare
123
+ 26.62%
$713.71 - $898.95 $87.8K - $111K
585 $456K
VTV
Vanguard Value ETF

ETFs
99
+ 1.08%
$153.67 - $176.74 $15.2K - $17.5K
9.25K $1.64M
GLW
Corning Inc

Technology
508
+ 7.94%
$39.07 - $52.59 $19.8K - $26.7K
6.91K $363K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
3.22K
+ 44.31%
$20.23 - $21.04 $65.2K - $67.8K
10.5K $220K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.23K
+ 1.69%
$50.48 - $50.71 $62.2K - $62.5K
74.1K $3.76M
IEMG
Ishares Inc

ETFs
1.23K
+ 2.2%
N/A
56.9K $3.05M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
451
+ 27.65%
$121.58 - $136.74 $54.8K - $61.7K
2.08K $282K
ADP
Automatic Data Processing Inc

Industrials
184
+ 25.95%
$276.76 - $326.81 $50.9K - $60.1K
893 $275K
VZ
Verizon Communications Inc

Communication Services
1.69K
+ 21.59%
$41.67 - $45.62 $70.3K - $77K
9.5K $411K
SLV
I Shares Silver Trust

ETFs
1.69K
+ 1685.0%
$27.08 - $33.74 $45.6K - $56.9K
1.79K $58K
AFL
Aflac Inc

Financial Services
548
+ 47.24%
$99.77 - $112.45 $54.7K - $61.6K
1.71K $180K
MA
Mastercard Inc

Financial Services
86
+ 81.9%
$479.92 - $590.74 $41.3K - $50.8K
191 $107K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
210
+ 11.28%
$70.54 - $93.95 $14.8K - $19.7K
2.07K $194K
WELL
Welltower Inc.

Real Estate
316
+ 45.73%
$136.49 - $155.22 $43.1K - $49K
1.01K $154K
SPGI
S&P Global Inc.

Financial Services
84
+ 42.0%
$438.31 - $527.29 $36.8K - $44.3K
284 $149K
GE
General Electric CO

Industrials
67
+ 12.57%
$166.81 - $257.39 $11.2K - $17.2K
600 $154K
ITW
Illinois Tool Works Inc

Industrials
195
+ 41.14%
$218.41 - $252.43 $42.6K - $49.2K
669 $165K
XYL
Xylem Inc.

Industrials
79
+ 2.12%
$102.86 - $129.5 $8.13K - $10.2K
3.8K $491K
DLR
Digital Realty Trust, Inc.

Real Estate
250
+ 657.89%
$136.11 - $177.69 $34K - $44.4K
288 $50K
WMT
Walmart Inc.

Consumer Defensive
348
+ 38.2%
$81.79 - $99.98 $28.5K - $34.8K
1.26K $123K
DUK
Duke Energy Corp

Utilities
384
+ 51.89%
$112.46 - $124.05 $43.2K - $47.6K
1.12K $132K
NRG
Nrg Energy, Inc.

Utilities
56
+ 11.57%
$83.61 - $162.67 $4.68K - $9.11K
540 $86K
NSC
Norfolk Southern Corp

Industrials
37
+ 2.31%
$206.34 - $257.46 $7.63K - $9.53K
1.64K $419K
SO
Southern CO

Utilities
412
+ 15.94%
$84.91 - $92.56 $35K - $38.1K
3K $275K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
318
+ 0.63%
$51.68 - $52.76 $16.4K - $16.8K
50.8K $2.68M
NEM
Newmont Corp

Basic Materials
562
+ 131.92%
$44.18 - $59.46 $24.8K - $33.4K
988 $57K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
772
+ 3.83%
$40.64 - $47.27 $31.4K - $36.5K
20.9K $973K
ECL
Ecolab Inc.

Basic Materials
22
+ 1.17%
$225.65 - $270.95 $4.96K - $5.96K
1.9K $512K
USB
Us Bancorp \De\

Financial Services
712
+ 83.76%
$36.4 - $45.76 $25.9K - $32.6K
1.56K $70K
C
Citigroup Inc

Financial Services
353
+ 188.77%
$58.13 - $85.12 $20.5K - $30K
540 $45K
GILD
Gilead Sciences, Inc.

Healthcare
291
+ 58.2%
$96.91 - $113.0 $28.2K - $32.9K
791 $87K
DSI
Ishares Msci Kld 400 Social Et

ETFs
142
+ 13.81%
$91.62 - $116.16 $13K - $16.5K
1.17K $135K
EPD
Enterprise Products Partners L.P.

Energy
1.79K
+ 20.19%
$28.95 - $34.22 $51.9K - $61.4K
10.7K $331K
SNPS
Synopsys Inc

Technology
53
+ 481.82%
$380.9 - $517.66 $20.2K - $27.4K
64 $32K
IDXX
Idexx Laboratories Inc

Healthcare
6
+ 2.76%
$361.04 - $536.34 $2.17K - $3.22K
223 $119K
MCD
Mcdonalds Corp

Consumer Cyclical
139
+ 22.82%
$285.55 - $321.23 $39.7K - $44.7K
748 $218K
UNP
Union Pacific Corp

Industrials
118
+ 118.0%
$208.27 - $238.46 $24.6K - $28.1K
218 $50K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
219
+ 0.32%
$17.99 - $18.99 $3.94K - $4.16K
69.6K $1.32M
AJG
Arthur J. Gallagher & Co.

Financial Services
85
+ 229.73%
$310.86 - $348.77 $26.4K - $29.6K
122 $39K
FIW
First Trust Water ETF

ETFs
7
+ 0.21%
$90.26 - $108.05 $632 - $756
3.33K $359K
NOW
Service Now, Inc.

Technology
16
+ 40.0%
$721.65 - $1040.18 $11.5K - $16.6K
56 $57K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
80
+ 8.74%
$40.51 - $71.03 $3.24K - $5.68K
995 $69K
WFC
Wells Fargo & Company

Financial Services
298
+ 148.26%
$60.98 - $80.12 $18.2K - $23.9K
499 $39K
CMCSA
Comcast Corp

Communication Services
686
+ 403.53%
$32.84 - $36.72 $22.5K - $25.2K
856 $30K
KMB
Kimberly Clark Corp

Consumer Defensive
188
+ 989.47%
$126.84 - $145.22 $23.8K - $27.3K
207 $26K
CRWD
Crowd Strike Holdings, Inc.

Technology
2
+ 1.47%
$321.63 - $509.31 $643 - $1.02K
138 $70K
Activity Summary
Buys All Purchases 400 New Holdings 181 Increased Positions 219 Sells All Sells 145 Reductions 145 Sold out 0 Options Calls 0 Puts 0
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