Princeton Global Asset Management LLC Sells in Q1 2025

Princeton Global Asset Management LLC

  • $474 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-46
- 2.37%
$554.06 - $615.85 $25.5K - $28.3K
1.9K $1.06M
RFG
Invesco Exchange Traded Fd Tr

ETFs
-1.49K
- 37.17%
$43.07 - $51.51 $64.2K - $76.7K
2.52K $110K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.06K
- 5.37%
$24.91 - $29.02 $26.5K - $30.8K
18.7K $468K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.94K
- 2.59%
$50.44 - $50.7 $97.9K - $98.4K
72.9K $3.69M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-3.45K
- 5.08%
$25.05 - $25.16 $86.4K - $86.8K
64.5K $1.62M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-785
- 37.15%
$77.91 - $92.26 $61.2K - $72.4K
1.33K $105K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-232
- 46.68%
$254.58 - $302.92 $59.1K - $70.3K
265 $68K
INTU
Intuit Inc

Technology
-26
- 0.65%
$555.63 - $630.23 $14.4K - $16.4K
3.98K $2.44M
COP
Conocophillips

Energy
-769
- 55.56%
$88.6 - $105.85 $68.1K - $81.4K
615 $64K
LLY
Eli Lilly & CO

Healthcare
-122
- 20.89%
$725.72 - $929.72 $88.5K - $113K
462 $381K
WMT
Walmart Inc.

Consumer Defensive
-715
- 43.97%
$84.5 - $105.05 $60.4K - $75.1K
911 $79K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-904
- 26.67%
N/A
2.49K $186K
IWN
Ishares Russell2000 Val ETF

ETFs
-361
- 48.01%
$149.27 - $169.4 $53.9K - $61.2K
391 $59K
MA
Mastercard Inc

Financial Services
-125
- 54.35%
$504.67 - $576.31 $63.1K - $72K
105 $57K
CAT
Caterpillar Inc

Industrials
-135
- 24.32%
$326.75 - $407.63 $44.1K - $55K
420 $138K
AMT
American Tower Corp

Real Estate
-344
- 84.11%
$173.46 - $217.6 $59.7K - $74.9K
65 $14K
VONV
Vanguard Russell 1000 Value Et

ETFs
-736
- 22.22%
$80.21 - $86.14 $59K - $63.4K
2.58K $210K
CCJ
Cameco Corp

Energy
-812
- 34.75%
$40.64 - $56.86 $33K - $46.2K
1.53K $62K
ZTS
Zoetis Inc.

Healthcare
-376
- 12.85%
$156.48 - $175.67 $58.8K - $66.1K
2.55K $420K
ACWI
Ishares Msci Acwi ETF

ETFs
-435
- 17.86%
$115.16 - $124.13 $50.1K - $54K
2K $232K
IR
Ingersoll Rand Inc.

Industrials
-582
- 87.65%
$79.44 - $94.23 $46.2K - $54.8K
82 $6K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.05K
- 6.63%
$42.5 - $46.71 $87.3K - $95.9K
28.9K $1.31M
AMP
Ameriprise Financial Inc

Financial Services
-50
- 8.93%
$472.29 - $575.13 $23.6K - $28.8K
510 $246K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-853
- 55.17%
$61.2 - $68.24 $52.2K - $58.2K
693 $46K
OXY
Occidental Petroleum Corp

Energy
-1K
- 66.67%
$45.45 - $52.7 $45.5K - $52.7K
500 $24K
SYK
Stryker Corp

Healthcare
-144
- 48.32%
$355.18 - $399.9 $51.1K - $57.6K
154 $57K
FLR
Fluor Corp

Industrials
-1K
- 98.62%
$34.29 - $55.28 $34.3K - $55.3K
14 $0
XLV
Select Sector Spdr Fund Health

ETFs
-394
- 34.81%
$137.61 - $149.68 $54.2K - $59K
738 $106K
MUB
Ishares National Muni Bond ETF

ETFs
-434
- 78.62%
$104.71 - $107.69 $45.4K - $46.7K
118 $12K
CDW
Cdw Corp

Technology
-205
- 28.51%
$160.26 - $206.13 $32.9K - $42.3K
514 $82K
IWM
Ishares Russell 2000 ETF

ETFs
-67
- 4.64%
$198.1 - $229.79 $13.3K - $15.4K
1.38K $276K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-1.2K
- 70.71%
$31.09 - $34.34 $37.3K - $41.2K
497 $16K
DUK
Duke Energy Corp

Utilities
-449
- 37.76%
$105.87 - $121.97 $47.5K - $54.8K
740 $90K
OKE
Oneok Inc

Energy
-361
- 37.14%
$89.57 - $109.85 $32.3K - $39.7K
611 $60K
STZ
Constellation Brands, Inc.

Consumer Defensive
-100
- 21.05%
$161.05 - $222.93 $16.1K - $22.3K
375 $68K
BMO
Bank Of Montreal

Financial Services
-350
- 58.33%
$94.92 - $104.14 $33.2K - $36.4K
250 $23K
LHX
L3 Harris Technologies, Inc.

Industrials
-150
- 3.59%
$194.65 - $222.86 $29.2K - $33.4K
4.03K $844K
BA
Boeing CO

Industrials
-142
- 10.71%
$148.15 - $186.25 $21K - $26.4K
1.18K $201K
NEM
Newmont Corp

Basic Materials
-1K
- 70.13%
$37.79 - $48.39 $37.8K - $48.4K
426 $20K
IWR
Ishares Russell Mid Cap ETF

ETFs
-22
- 0.28%
$82.81 - $92.93 $1.82K - $2.04K
7.96K $673K
ADI
Analog Devices Inc

Technology
-145
- 76.32%
$201.56 - $243.82 $29.2K - $35.4K
45 $9K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-220
- 25.46%
$96.3 - $112.23 $21.2K - $24.7K
644 $62K
PH
Parker Hannifin Corp

Industrials
-45
- 52.33%
$591.65 - $707.05 $26.6K - $31.8K
41 $24K
SHW
Sherwin Williams CO

Basic Materials
-89
- 71.77%
$330.16 - $365.55 $29.4K - $32.5K
35 $12K
SHEL
Shell PLC

Energy
-667
- 34.85%
$62.84 - $73.29 $41.9K - $48.9K
1.25K $90K
LECO
Lincoln Electric Holdings Inc

Industrials
-160
- 75.83%
$180.51 - $216.81 $28.9K - $34.7K
51 $9K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-350
- 58.33%
$78.0 - $84.37 $27.3K - $29.5K
250 $19K
UPS
United Parcel Service Inc

Industrials
-216
- 87.8%
$109.66 - $136.26 $23.7K - $29.4K
30 $3K
FISV
Fiserv Inc

Technology
-217
- 35.17%
N/A
400 $50K
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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