Princeton Global Asset Management LLC Sells in Q2 2025

Princeton Global Asset Management LLC

  • $522 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
-7.11K
- 89.09%
$430.82 - $486.45 $3.06M - $3.46M
870 $402K
PCAR
Paccar Inc

Industrials
-30.1K
- 99.54%
$86.4 - $99.09 $2.6M - $2.98M
138 $13K
ORCL
Oracle Corp

Technology
-30.2K
- 63.36%
$122.82 - $218.63 $3.71M - $6.61M
17.5K $3.82M
AXP
American Express CO

Financial Services
-8.6K
- 88.47%
$231.39 - $318.98 $1.99M - $2.74M
1.12K $357K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.79K
- 7.53%
$483.48 - $539.8 $864K - $965K
22K $10.7M
OWL
Blue Owl Capital Inc.

Financial Services
-74.3K
- 90.05%
$15.9 - $21.16 $1.18M - $1.57M
8.21K $157K
JNJ
Johnson & Johnson

Healthcare
-5.01K
- 10.0%
$146.36 - $159.82 $733K - $800K
45.1K $6.88M
PG
Procter & Gamble CO

Consumer Defensive
-6.74K
- 24.28%
$157.66 - $172.39 $1.06M - $1.16M
21K $3.35M
AAPL
Apple Inc.

Technology
-1.03K
- 1.94%
$172.42 - $223.89 $178K - $231K
52K $10.7M
FCNCA
First Citizens Bancshares Inc

Financial Services
-576
- 88.62%
$1561.69 - $1966.55 $900K - $1.13M
74 $144K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-186
- 1.22%
$421.16 - $509.5 $78.3K - $94.8K
15K $6.69M
APD
Air Products & Chemicals, Inc.

Basic Materials
-2.04K
- 97.74%
$248.61 - $294.96 $506K - $601K
47 $13K
MRK
Merck & Co., Inc.

Healthcare
-6K
- 63.85%
$73.47 - $87.12 $441K - $523K
3.4K $268K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-9.21K
- 12.03%
$51.14 - $57.0 $471K - $525K
67.4K $3.83M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.06K
- 36.54%
$496.48 - $617.85 $526K - $654K
1.84K $1.14M
PEP
Pepsico Inc

Consumer Defensive
-1.44K
- 10.61%
$128.02 - $151.37 $185K - $219K
12.2K $1.61M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-8.6K
- 15.35%
$50.52 - $50.92 $434K - $438K
47.4K $2.42M
ETR
Entergy Corp

Utilities
-1.9K
- 1.7%
$79.01 - $86.61 $150K - $164K
110K $9.11M
NTR
Nutrien Ltd.

Basic Materials
-8.57K
- 89.13%
$46.88 - $62.89 $402K - $539K
1.05K $60K
CB
Chubb LTD

Financial Services
-188
- 0.74%
$274.32 - $302.46 $51.6K - $56.9K
25.4K $7.35M
PEG
Public Service Enterprise Group Inc

Utilities
-3.6K
- 25.76%
$77.13 - $84.18 $278K - $303K
10.4K $872K
NEE
Nextera Energy Inc

Utilities
-2.71K
- 5.32%
$64.11 - $75.0 $174K - $203K
48.2K $3.34M
AMAT
Applied Materials Inc

Technology
-1.86K
- 80.77%
$126.95 - $183.52 $236K - $341K
442 $80K
KO
Coca Cola CO

Consumer Defensive
-2.71K
- 4.42%
$68.37 - $73.9 $185K - $200K
58.7K $4.15M
COF
Capital One Financial Corp

Financial Services
-1.32K
- 88.03%
$150.57 - $212.76 $198K - $280K
179 $38K
TTE
Total Energies Se

Energy
-2.83K
- 6.96%
N/A
37.8K $2.59M
XOM
Exxon Mobil Corp

Energy
-190
- 1.39%
$99.93 - $119.04 $19K - $22.6K
13.5K $1.46M
MTX
Minerals Technologies Inc

Basic Materials
-2.6K
- 72.22%
$50.93 - $63.06 $132K - $164K
1K $55K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.21K
- 2.18%
$24.32 - $27.87 $53.8K - $61.7K
99.1K $2.63M
MTB
M&T Bank Corp

Financial Services
-944
- 44.44%
$156.58 - $193.99 $148K - $183K
1.18K $228K
NVDA
Nvidia Corp

Technology
-7.97K
- 35.68%
$94.31 - $157.99 $751K - $1.26M
14.4K $2.27M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1K
- 31.01%
$114.78 - $133.31 $115K - $133K
2.23K $296K
AMP
Ameriprise Financial Inc

Financial Services
-255
- 50.0%
$422.19 - $533.73 $108K - $136K
255 $136K
L
Loews Corp

Financial Services
-1.12K
- 74.87%
$80.89 - $92.09 $90.8K - $103K
377 $34K
WST
West Pharmaceutical Services Inc

Healthcare
-425
- 42.93%
$190.39 - $227.7 $80.9K - $96.8K
565 $123K
BR
Broadridge Financial Solutions, Inc.

Technology
-423
- 2.33%
$217.22 - $246.25 $91.9K - $104K
17.7K $4.3M
MO
Altria Group, Inc.

Consumer Defensive
-1.34K
- 18.47%
$55.56 - $60.91 $74.4K - $81.6K
5.91K $346K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.04K
- 16.01%
N/A
5.43K $465K
BMY
Bristol Myers Squibb CO

Healthcare
-1.24K
- 59.59%
$44.12 - $59.6 $54.8K - $74.1K
843 $39K
PM
Philip Morris International Inc.

Consumer Defensive
-1.2K
- 18.6%
$149.23 - $184.95 $178K - $221K
5.23K $952K
GBIL
Goldman Sachs Access Treasury

ETFs
-640
- 41.42%
$99.83 - $100.19 $63.9K - $64.1K
905 $90K
PFE
Pfizer Inc

Healthcare
-2.33K
- 61.97%
$21.59 - $24.84 $50.3K - $57.9K
1.43K $34K
LHX
L3 Harris Technologies, Inc.

Industrials
-902
- 22.37%
$200.21 - $256.99 $181K - $232K
3.13K $785K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-835
- 15.98%
$63.54 - $68.5 $53.1K - $57.2K
4.39K $296K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-2.34K
- 3.63%
$25.04 - $25.18 $58.5K - $58.9K
62.2K $1.57M
VIG
Vanguard Dividend Appreciation

ETFs
-287
- 27.86%
N/A
743 $135K
GVI
Ishares Tr

ETFs
-500
- 62.5%
$104.82 - $106.79 $52.4K - $53.4K
300 $32K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-583
- 4.48%
$96.84 - $99.46 $56.5K - $58K
12.4K $1.23M
ZTS
Zoetis Inc.

Healthcare
-180
- 7.06%
$144.41 - $170.3 $26K - $30.7K
2.37K $369K
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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