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
SYY
Sysco Corp

Consumer Defensive
85
+ 7.73%
$68.0 - $75.91 $5.78K - $6.45K
1.19K $89K
AAL
American Airlines Group Inc.

Industrials
633
+ 31650.0%
N/A
635 $7K
EASG
Dbx ETF Tr Xtrackers Msci Eafe

ETFs
36
+ 1.69%
$27.61 - $34.0 $994 - $1.22K
2.17K $73K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
50
+ 8.0%
$45.98 - $56.15 $2.3K - $2.81K
675 $37K
FISV
Fiserv Inc

Technology
55
+ 13.75%
N/A
455 $56K
VRT
Vertiv Holdings CO

Industrials
65
+ 48.15%
N/A
200 $17K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
3
+ 0.26%
$40.79 - $50.93 $122 - $153
1.17K $59K
AMGN
Amgen Inc

Healthcare
70
+ 17.54%
$262.28 - $309.85 $18.4K - $21.7K
469 $130K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
2
+ 0.38%
$102.11 - $124.82 $204 - $250
523 $65K
DVY
Ishares Tr

ETFs
45
+ 180.0%
$118.37 - $134.86 $5.33K - $6.07K
70 $9K
FIP
Ftai Infrastructure LLC
17
+ 0.49%
$3.23 - $6.73 $54.9 - $114
3.46K $21K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
1
+ 0.5%
$69.8 - $94.88 $69.8 - $94.9
201 $19K
HSY
Hershey CO

Consumer Defensive
43
+ 14.33%
$151.29 - $173.13 $6.51K - $7.44K
343 $56K
CL
Colgate Palmolive CO

Consumer Defensive
55
+ 22.18%
$87.57 - $96.0 $4.82K - $5.28K
303 $27K
EFA
Ishares Tr Msci Eafe ETF

ETFs
45
+ 45.0%
$72.96 - $90.39 $3.28K - $4.07K
145 $12K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4
+ 0.31%
$19.6 - $24.44 $78.4 - $97.8
1.31K $31K
WMB
Williams Companies, Inc.

Energy
5
+ 0.83%
$54.33 - $62.87 $272 - $314
606 $38K
DHR
Danaher Corp

Healthcare
16
+ 15.84%
$174.64 - $205.16 $2.79K - $3.28K
117 $23K
STE
Steris PLC

Healthcare
13
+ 130.0%
$208.55 - $252.55 $2.71K - $3.28K
23 $5K
FTNT
Fortinet, Inc.

Technology
13
+ 20.0%
$84.71 - $108.69 $1.1K - $1.41K
78 $8K
OXY
Occidental Petroleum Corp

Energy
125
+ 25.0%
$36.11 - $49.33 $4.51K - $6.17K
625 $26K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4
+ 0.03%
$50.36 - $50.68 $201 - $203
14.9K $754K
DOW
Dow Inc.

Basic Materials
139
+ 62.61%
$25.81 - $34.89 $3.59K - $4.85K
361 $9K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.59%
$108.12 - $135.04 $108 - $135
170 $22K
AMT
American Tower Corp

Real Estate
10
+ 15.38%
$203.96 - $228.19 $2.04K - $2.28K
75 $16K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
11
+ 0.08%
$26.41 - $26.76 $291 - $294
13.6K $363K
D
Dominion Energy, Inc

Utilities
16
+ 1.19%
$49.66 - $58.0 $795 - $928
1.36K $76K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1
+ 0.36%
$67.03 - $80.35 $67 - $80.4
279 $22K
IBHE
Ishares Ibonds 2025 Term High

ETFs
17
+ 1.28%
$22.98 - $23.27 $391 - $396
1.34K $31K
SPSB
Spdr Portfolio Short Term Corp

ETFs
40
+ 1.16%
$29.82 - $30.19 $1.19K - $1.21K
3.48K $104K
KD
Kyndryl Holdings, Inc.

Technology
8
+ 7.55%
$27.77 - $41.96 $222 - $336
114 $4K
SMG
Scotts Miracle Gro CO

Basic Materials
1
+ 1.56%
$48.21 - $66.48 $48.2 - $66.5
65 $4K
IXUS
Ishares Tr

ETFs
1
+ 1.2%
$62.37 - $77.63 $62.4 - $77.6
84 $6K
FUL
Fuller H B CO

Basic Materials
1
+ 6.67%
$48.43 - $61.99 $48.4 - $62
16 $0
Ge Vernova Inc Com
19
+ 14.39%
N/A
151 $0
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
31
+ 2.57%
$12.71 - $14.52 $394 - $450
1.24K $17K
Eaton Vance Short Duration Municipal Income ETF
5
+ 0.82%
N/A
615 $0
Ishares Bitcoin Trust ETF
1.75K
+ 33.63%
N/A
6.95K $0
Goldman Sachs S&P 500 Premium Income ETF
1.3K
+ 23.57%
N/A
6.82K $0
Labcorp Holdings Inc Com Shs
4
+ 4.49%
N/A
93 $0
Blackrock Inc Com
45
+ 39.13%
N/A
160 $0
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1
+ 0.31%
$66.87 - $79.47 $66.9 - $79.5
327 $25K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1
+ 0.85%
$48.13 - $49.85 $48.1 - $49.9
118 $5K
FE
Firstenergy Corp

Utilities
1
+ 0.35%
$38.31 - $43.17 $38.3 - $43.2
288 $11K
PEAK
Healthpeak Properties, Inc.

Real Estate
3
+ 1.69%
N/A
181 $3K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
9
+ 0.09%
$23.29 - $23.38 $210 - $210
10.5K $244K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1
+ 1.11%
$45.12 - $46.23 $45.1 - $46.2
91 $4K
Linde PLC Shs
84
+ 0.59%
N/A
14.4K $0
LYB
Lyondell Basell Industries N.V.

Basic Materials
11
+ 25.58%
$53.23 - $70.65 $586 - $777
54 $3K
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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