Princeton Global Asset Management LLC Incresed Positions in Q1 2025

Princeton Global Asset Management LLC

  • $474 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
3
+ 0.38%
$217.4 - $264.74 $652 - $794
783 $194K
GS
Goldman Sachs Group Inc

Financial Services
132
+ 6.86%
$524.81 - $672.19 $69.3K - $88.7K
2.06K $1.12M
SPH
Suburban Propane Partners LP

Utilities
7
+ 0.15%
$17.64 - $22.2 $123 - $155
4.71K $100K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
515
+ 3.92%
$74.34 - $81.0 $38.3K - $41.7K
13.7K $1.03M
TPYP
Managed Portfolio Ser Tortoise

ETFs
475
+ 89.62%
$34.32 - $37.26 $16.3K - $17.7K
1.01K $36K
WES
Western Midstream Partners, LP

Energy
400
+ 133.33%
$37.87 - $42.89 $15.1K - $17.2K
700 $28K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
721
+ 4.21%
N/A
17.9K $424K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
116
+ 0.19%
$50.87 - $51.09 $5.9K - $5.93K
59.9K $3.06M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
628
+ 9.45%
$20.1 - $20.8 $12.6K - $13.1K
7.27K $150K
SU
Suncor Energy Inc

Energy
336
+ 6720.0%
$34.27 - $40.63 $11.5K - $13.7K
341 $13K
UITB
Usaa ETF Tr Core Intermediate

ETFs
90
+ 0.92%
$45.41 - $47.18 $4.09K - $4.25K
9.93K $464K
TTE
Total Energies Se

Energy
166
+ 0.41%
N/A
40.6K $2.79M
AFL
Aflac Inc

Financial Services
20
+ 1.75%
$100.99 - $111.19 $2.02K - $2.22K
1.16K $128K
ADBE
Adobe Inc.

Technology
58
+ 30.21%
$377.84 - $464.11 $21.9K - $26.9K
250 $95K
CHD
Church & Dwight CO Inc

Consumer Defensive
2
+ 0.12%
$101.42 - $113.2 $203 - $226
1.7K $187K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
357
+ 3.54%
$23.29 - $23.38 $8.31K - $8.35K
10.5K $244K
CME
Cme Group Inc.

Financial Services
11
+ 11.58%
$225.82 - $266.54 $2.48K - $2.93K
106 $28K
BK
Bank Of New York Mellon Corp

Financial Services
50
+ 26.88%
$75.42 - $88.95 $3.77K - $4.45K
236 $19K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3
+ 0.45%
$63.07 - $73.5 $189 - $221
665 $47K
PFE
Pfizer Inc

Healthcare
333
+ 9.71%
$25.01 - $27.13 $8.33K - $9.03K
3.76K $95K
D
Dominion Energy, Inc

Utilities
15
+ 1.13%
$52.85 - $57.43 $793 - $861
1.34K $75K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1
+ 0.06%
$128.74 - $138.67 $129 - $139
1.63K $219K
WEC
Wec Energy Group, Inc.

Utilities
1
+ 0.38%
$92.12 - $108.98 $92.1 - $109
261 $28K
WMB
Williams Companies, Inc.

Energy
5
+ 0.84%
$54.02 - $61.09 $270 - $305
601 $35K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
9
+ 0.28%
$44.28 - $45.4 $399 - $409
3.25K $146K
MKC
Mccormick & CO Inc

Consumer Defensive
2
+ 0.46%
$71.24 - $84.73 $142 - $169
433 $35K
SPSB
Spdr Portfolio Short Term Corp

ETFs
27
+ 0.79%
$29.82 - $30.1 $805 - $813
3.44K $103K
XLF
Financial Sector Spdr

ETFs
2
+ 0.08%
$47.32 - $52.19 $94.6 - $104
2.6K $127K
K
Kellogg CO

Consumer Defensive
3
+ 0.31%
$81.06 - $82.9 $243 - $249
971 $80K
VNQ
Vanguard Specialized Funds Van

ETFs
3
+ 0.53%
$85.55 - $94.34 $257 - $283
569 $51K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
7
+ 0.05%
$26.63 - $26.75 $186 - $187
13.6K $362K
TSCO
Tractor Supply CO

Consumer Cyclical
3
+ 0.4%
$51.66 - $57.94 $155 - $174
758 $41K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
29
+ 2.47%
$14.22 - $14.83 $412 - $430
1.2K $17K
DGX
Quest Diagnostics Inc

Healthcare
1
+ 0.3%
N/A
338 $46K
S&P 500 Core Premium Income ETF
65
+ 1.19%
N/A
5.52K $0
Eaton Vance Short Duration Municipal Income ETF
3
+ 0.49%
N/A
610 $0
Ft Energy Income Partners Enhanced Income ETF
1.35K
+ 306.82%
N/A
1.79K $0
WFC
Wells Fargo & Company

Financial Services
1
+ 0.5%
$66.78 - $81.42 $66.8 - $81.4
201 $14K
Ishares Bitcoin Trust ETF
385
+ 7.99%
N/A
5.2K $0
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1
+ 1.12%
$44.72 - $46.25 $44.7 - $46.3
90 $4K
IBHE
Ishares Ibonds 2025 Term High

ETFs
13
+ 0.99%
$23.16 - $23.32 $301 - $303
1.33K $30K
PEAK
Healthpeak Properties, Inc.

Real Estate
3
+ 1.71%
N/A
178 $3K
CRH.L
Crh PLC

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

ETFs
1
+ 0.19%
$111.29 - $123.42 $111 - $123
521 $59K
SMG
Scotts Miracle Gro CO

Basic Materials
1
+ 1.59%
$54.76 - $77.7 $54.8 - $77.7
64 $3K
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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