Princeton Global Asset Management LLC Reduced Holdings in Q1 2025

Princeton Global Asset Management LLC

  • $474 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-20.6K
- 14.31%
$167.43 - $244.7 $3.46M - $5.05M
124K $20.7M
UNH
Unitedhealth Group Inc

Healthcare
-23.1K
- 98.97%
$461.52 - $548.18 $10.7M - $12.7M
241 $126K
BX
Blackstone Inc.

Financial Services
-3.01K
- 2.89%
$136.53 - $186.74 $410K - $561K
101K $14.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-696
- 0.67%
$165.25 - $224.62 $115K - $156K
103K $17.1M
AAPL
Apple Inc.

Technology
-5.72K
- 9.73%
$209.68 - $247.1 $1.2M - $1.41M
53.1K $11.8M
VT
Vanguard Total World Stk Index

ETFs
-17.4K
- 98.35%
$115.08 - $123.97 $2M - $2.15M
292 $33K
DGRO
Ishares Core Dividend Growth E

ETFs
-28.4K
- 14.03%
$60.46 - $64.42 $1.72M - $1.83M
174K $10.6M
ACN
Accenture PLC

Technology
-295
- 1.44%
$300.91 - $398.25 $88.8K - $117K
20.2K $6.31M
CSL
Carlisle Companies Inc

Industrials
-860
- 4.62%
$326.43 - $408.24 $281K - $351K
17.8K $6.05M
JNJ
Johnson & Johnson

Healthcare
-12.3K
- 19.7%
$142.06 - $167.7 $1.74M - $2.06M
50.1K $8.3M
CI
Cigna Corp

Healthcare
-2.3K
- 98.08%
$274.49 - $329.0 $632K - $757K
45 $14K
WST
West Pharmaceutical Services Inc

Healthcare
-1.52K
- 60.51%
$199.11 - $347.87 $302K - $528K
990 $221K
PKG
Packaging Corp Of America

Consumer Cyclical
-184
- 0.96%
$192.03 - $242.13 $35.3K - $44.6K
19K $3.75M
IWP
Ishares Russell Mid Cap Growth

ETFs
-3.59K
- 35.37%
$114.9 - $139.6 $413K - $501K
6.56K $771K
MRK
Merck & Co., Inc.

Healthcare
-4.09K
- 30.35%
$83.01 - $101.02 $340K - $413K
9.39K $843K
LMT
Lockheed Martin Corp

Industrials
-361
- 4.33%
$423.19 - $506.29 $153K - $183K
7.98K $3.56M
VMC
Vulcan Materials CO

Basic Materials
-358
- 2.22%
$220.9 - $277.54 $79.1K - $99.4K
15.8K $3.69M
CMI
Cummins Inc

Industrials
-1.16K
- 90.85%
$312.92 - $386.07 $363K - $448K
117 $36K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.5K
- 2.17%
$51.45 - $58.51 $77K - $87.5K
67.3K $3.49M
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.87K
- 11.9%
$92.71 - $107.38 $173K - $201K
13.9K $1.28M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-6.09K
- 61.42%
$54.25 - $57.64 $330K - $351K
3.83K $211K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-258
- 3.31%
$497.6 - $606.74 $128K - $157K
7.54K $3.75M
PEP
Pepsico Inc

Consumer Defensive
-1.7K
- 11.09%
$142.64 - $156.42 $242K - $265K
13.6K $2.04M
HON
Honeywell International Inc

Industrials
-871
- 17.26%
$202.75 - $226.52 $177K - $197K
4.18K $884K
HD
Home Depot, Inc.

Consumer Cyclical
-15
- 0.14%
$347.25 - $424.87 $5.21K - $6.37K
11K $4.03M
IWS
Ishares Russell Midcap Value E

ETFs
-1.86K
- 52.74%
$122.59 - $135.24 $227K - $251K
1.66K $207K
VTI
Vanguard Total Stock Market Et

ETFs
-204
- 1.92%
$271.18 - $303.12 $55.3K - $61.8K
10.4K $2.85M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-2.31K
- 10.3%
$46.12 - $52.9 $107K - $122K
20.1K $937K
APH
Amphenol Corp

Technology
-1.8K
- 7.65%
$61.62 - $78.55 $111K - $141K
21.7K $1.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-395
- 74.11%
$468.34 - $539.52 $185K - $213K
138 $64K
APD
Air Products & Chemicals, Inc.

Basic Materials
-750
- 26.47%
$283.24 - $338.07 $212K - $254K
2.08K $614K
XYL
Xylem Inc.

Industrials
-1.56K
- 29.51%
$114.02 - $132.04 $178K - $206K
3.72K $444K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-8.8K
- 11.26%
$18.54 - $18.88 $163K - $166K
69.3K $1.29M
NOW
Service Now, Inc.

Technology
-128
- 76.19%
$783.83 - $1170.39 $100K - $150K
40 $31K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-326
- 3.35%
$102.49 - $119.96 $33.4K - $39.1K
9.41K $978K
GLW
Corning Inc

Technology
-2.7K
- 29.65%
$44.91 - $54.25 $121K - $146K
6.4K $292K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.25K
- 1.6%
$56.17 - $59.71 $70.1K - $74.5K
76.6K $4.34M
TXN
Texas Instruments Inc

Technology
-699
- 15.27%
N/A
3.88K $755K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-949
- 4.93%
$57.21 - $65.8 $54.3K - $62.4K
18.3K $1.07M
AMAT
Applied Materials Inc

Technology
-510
- 18.16%
$145.06 - $195.51 $74K - $99.7K
2.3K $333K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.93K
- 75.49%
$47.79 - $59.89 $92K - $115K
625 $31K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-177
- 12.7%
$360.07 - $417.26 $63.7K - $73.9K
1.22K $438K
HUBB
Hubbell Inc

Industrials
-35
- 3.01%
$330.91 - $456.86 $11.6K - $16K
1.13K $373K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.22K
- 12.54%
$100.59 - $103.47 $123K - $126K
8.5K $879K
ELV
Elevance Health, Inc.

Healthcare
-267
- 96.39%
$365.9 - $436.25 $97.7K - $116K
10 $4K
LOW
Lowes Companies Inc

Consumer Cyclical
-233
- 7.32%
$222.66 - $268.42 $51.9K - $62.5K
2.95K $688K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-50
- 2.04%
$507.05 - $563.67 $25.4K - $28.2K
2.41K $1.23M
COST
Costco Wholesale Corp

Consumer Defensive
-124
- 12.49%
$890.62 - $1076.86 $110K - $134K
869 $821K
FDN
First Tr Fd Dow Jones

ETFs
-50
- 1.29%
$221.38 - $266.86 $11.1K - $13.3K
3.82K $852K
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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