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
MS
Morgan Stanley

Financial Services
155
+ 645.83%
$99.83 - $140.86 $15.5K - $21.8K
179 $25K
TRV
Travelers Companies, Inc.

Financial Services
76
+ 37.62%
$233.83 - $276.34 $17.8K - $21K
278 $74K
UNH
Unitedhealth Group Inc

Healthcare
233
+ 96.68%
$274.35 - $599.47 $63.9K - $140K
474 $147K
BK
Bank Of New York Mellon Corp

Financial Services
210
+ 88.98%
$73.31 - $91.62 $15.4K - $19.2K
446 $40K
AZN
Astrazeneca PLC

Healthcare
400
+ 19.45%
$64.87 - $75.0 $25.9K - $30K
2.46K $171K
EBAY
Ebay Inc

Consumer Cyclical
269
+ 433.87%
$59.52 - $79.36 $16K - $21.3K
331 $24K
SLF
Sun Life Financial Inc

Financial Services
74
+ 4.44%
$53.39 - $66.45 $3.95K - $4.92K
1.74K $115K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.01%
$23.55 - $27.67 $23.6 - $27.7
15.1K $417K
PH
Parker Hannifin Corp

Industrials
23
+ 56.1%
$517.23 - $700.54 $11.9K - $16.1K
64 $44K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
505
+ 1.13%
$24.94 - $25.42 $12.6K - $12.8K
45.2K $1.15M
ELV
Elevance Health, Inc.

Healthcare
51
+ 510.0%
$372.27 - $452.69 $19K - $23.1K
61 $23K
CI
Cigna Corp

Healthcare
52
+ 115.56%
$301.89 - $340.04 $15.7K - $17.7K
97 $32K
WM
Waste Management Inc

Industrials
95
+ 6.76%
$216.47 - $242.1 $20.6K - $23K
1.5K $343K
ASML
Asml Holding Nv

Technology
20
+ 153.85%
$595.37 - $815.24 $11.9K - $16.3K
33 $26K
TTWO
Take Two Interactive Software Inc

Communication Services
10
+ 2.38%
$194.58 - $243.05 $1.95K - $2.43K
430 $104K
PGR
Progressive Corp

Financial Services
98
+ 17.04%
$255.27 - $288.74 $25K - $28.3K
673 $179K
AWK
American Water Works Company, Inc.

Utilities
135
+ 64.59%
$133.82 - $151.96 $18.1K - $20.5K
344 $47K
GM
General Motors CO

Consumer Cyclical
303
+ 28.32%
$42.48 - $50.46 $12.9K - $15.3K
1.37K $67K
RJF
Raymond James Financial Inc

Financial Services
100
+ 68.97%
$123.65 - $153.88 $12.4K - $15.4K
245 $37K
NVO
Novo Nordisk A S

Healthcare
270
+ 6.35%
$58.08 - $81.05 $15.7K - $21.9K
4.52K $311K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
237
+ 5.38%
$19.1 - $23.83 $4.53K - $5.65K
4.65K $110K
GD
General Dynamics Corp

Industrials
41
+ 30.37%
$247.68 - $291.66 $10.2K - $12K
176 $51K
BMO
Bank Of Montreal

Financial Services
100
+ 40.0%
$87.54 - $110.63 $8.75K - $11.1K
350 $38K
MDT
Medtronic PLC

Healthcare
170
+ 42.5%
$80.68 - $88.86 $13.7K - $15.1K
570 $49K
SYK
Stryker Corp

Healthcare
26
+ 16.88%
$337.37 - $395.63 $8.77K - $10.3K
180 $71K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
131
+ 19.7%
$62.73 - $78.42 $8.22K - $10.3K
796 $61K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
24
+ 0.36%
$9.21 - $12.6 $221 - $302
6.62K $83K
LOW
Lowes Companies Inc

Consumer Cyclical
210
+ 7.12%
$210.83 - $235.28 $44.3K - $49.4K
3.16K $701K
DOV
Dover Corp

Industrials
64
+ 100.0%
$151.14 - $186.7 $9.67K - $11.9K
128 $23K
MMM
3 M CO

Industrials
1
+ 0.05%
$126.09 - $154.15 $126 - $154
2.1K $320K
AEP
American Electric Power CO Inc

Utilities
180
+ 14.32%
$98.59 - $109.11 $17.7K - $19.6K
1.44K $149K
VONV
Vanguard Russell 1000 Value Et

ETFs
30
+ 1.16%
$73.19 - $85.21 $2.2K - $2.56K
2.61K $222K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
483
+ 2.7%
N/A
18.3K $435K
CVS
Cvs Health Corp

Healthcare
155
+ 18.36%
$60.04 - $70.18 $9.31K - $10.9K
999 $68K
UPS
United Parcel Service Inc

Industrials
103
+ 343.33%
$91.92 - $110.2 $9.47K - $11.4K
133 $13K
NVS
Novartis Ag

Healthcare
85
+ 223.68%
$101.96 - $121.01 $8.67K - $10.3K
123 $14K
XLF
Financial Sector Spdr

ETFs
2
+ 0.08%
$43.92 - $52.37 $87.8 - $105
2.6K $136K
PYPL
Pay Pal Holdings, Inc.

Financial Services
83
+ 27.76%
$57.41 - $74.81 $4.77K - $6.21K
382 $28K
DD
Du Pont De Nemours, Inc.

Basic Materials
143
+ 64.41%
$55.13 - $75.25 $7.88K - $10.8K
365 $25K
AES
Aes Corp

Utilities
1.01K
+ 138.08%
$9.63 - $12.55 $9.71K - $12.7K
1.74K $18K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
180
+ 1.0%
$50.34 - $51.86 $9.06K - $9.33K
18.3K $938K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
28
+ 3.32%
$73.02 - $90.22 $2.04K - $2.53K
872 $77K
DGX
Quest Diagnostics Inc

Healthcare
57
+ 16.86%
N/A
395 $54K
MKC
Mccormick & CO Inc

Consumer Defensive
122
+ 28.18%
$71.11 - $82.25 $8.68K - $10K
555 $42K
MSI
Motorola Solutions, Inc.

Technology
19
+ 27.14%
$394.72 - $440.39 $7.5K - $8.37K
89 $37K
EA
Electronic Arts Inc.

Communication Services
41
+ 205.0%
$132.53 - $159.7 $5.43K - $6.55K
61 $9K
PLD
Prologis, Inc.

Real Estate
68
+ 485.71%
$89.76 - $112.34 $6.1K - $7.64K
82 $8K
MSCI
Msci Inc.

Financial Services
12
+ 46.15%
$506.56 - $576.74 $6.08K - $6.92K
38 $21K
CME
Cme Group Inc.

Financial Services
24
+ 22.64%
$252.37 - $290.71 $6.06K - $6.98K
130 $35K
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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