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
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.15K
- 7.05%
$25.77 - $27.6 $29.5K - $31.6K
15.1K $397K
C
Citigroup Inc

Financial Services
-336
- 64.24%
$67.23 - $84.63 $22.6K - $28.4K
187 $13K
SO
Southern CO

Utilities
-575
- 18.2%
$80.96 - $92.96 $46.6K - $53.5K
2.59K $237K
KHC
Kraft Heinz CO

Consumer Defensive
-677
- 38.69%
$28.51 - $32.22 $19.3K - $21.8K
1.07K $32K
USB
Us Bancorp \De\

Financial Services
-300
- 26.09%
$40.92 - $50.9 $12.3K - $15.3K
850 $35K
AZN
Astrazeneca PLC

Healthcare
-560
- 21.4%
$65.37 - $77.96 $36.6K - $43.7K
2.06K $151K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-491
- 46.85%
$38.89 - $41.6 $19.1K - $20.4K
557 $22K
AWK
American Water Works Company, Inc.

Utilities
-170
- 44.85%
$121.01 - $149.31 $20.6K - $25.4K
209 $30K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-396
- 2.59%
$50.39 - $50.66 $20K - $20.1K
14.9K $752K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-200
- 21.74%
$85.29 - $92.57 $17.1K - $18.5K
720 $64K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-102
- 10.03%
$47.25 - $67.02 $4.82K - $6.84K
915 $44K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-255
- 18.32%
$47.4 - $50.24 $12.1K - $12.8K
1.14K $55K
INTC
Intel Corp

Technology
-946
- 27.69%
$19.1 - $27.39 $18.1K - $25.9K
2.47K $56K
RTX
Raytheon Technologies Corp

Industrials
-101
- 88.6%
$114.1 - $135.66 $11.5K - $13.7K
13 $1K
VTRS
Viatris Inc

Healthcare
-959
- 86.71%
$8.68 - $12.42 $8.32K - $11.9K
147 $1K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-126
- 27.88%
$75.47 - $84.24 $9.51K - $10.6K
326 $25K
VTV
Vanguard Value ETF

ETFs
-146
- 1.57%
$167.73 - $179.21 $24.5K - $26.2K
9.15K $1.56M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-48
- 42.86%
$157.11 - $206.52 $7.54K - $9.91K
64 $10K
NWL
Newell Brands Inc.

Consumer Defensive
-1K
- 84.32%
$6.2 - $10.66 $6.2K - $10.7K
186 $1K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-498
- 14.41%
$25.21 - $26.29 $12.6K - $13.1K
2.96K $77K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-73
- 20.8%
$77.33 - $90.16 $5.65K - $6.58K
278 $21K
PFF
Ishares Trust Ishares Pfd And

ETFs
-250
- 15.15%
$30.73 - $32.26 $7.68K - $8.06K
1.4K $43K
SNPS
Synopsys Inc

Technology
-14
- 56.0%
$428.58 - $551.54 $6K - $7.72K
11 $4K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-75
- 1.15%
N/A
6.46K $554K
FTNT
Fortinet, Inc.

Technology
-65
- 50.0%
$92.49 - $114.57 $6.01K - $7.45K
65 $6K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-41
- 0.92%
$21.23 - $23.75 $870 - $974
4.41K $94K
CEG
Constellation Energy Corp

Utilities
-10
- 5.88%
$201.63 - $347.44 $2.02K - $3.47K
160 $32K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
-190
- 6.64%
$23.88 - $25.48 $4.54K - $4.84K
2.67K $65K
HLN
Haleon PLC

Healthcare
-666
- 41.21%
$9.02 - $10.67 $6.01K - $7.11K
950 $9K
CSCO
Cisco Systems, Inc.

Technology
-655
- 4.77%
$58.74 - $64.87 $38.5K - $42.5K
13.1K $806K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-250
- 12.5%
$48.65 - $53.06 $12.2K - $13.3K
1.75K $90K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-57
- 4.65%
$45.21 - $50.33 $2.58K - $2.87K
1.17K $53K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-25
- 50.0%
$233.07 - $290.7 $5.83K - $7.27K
25 $6K
MIDD
Middleby Corp

Industrials
-29
- 32.58%
$133.93 - $172.89 $3.88K - $5.01K
60 $9K
IRBO
Ishares Robotics & Artificial

ETFs
-85
- 60.71%
N/A
55 $1K
CC
Chemours CO

Basic Materials
-98
- 21.12%
$13.41 - $19.99 $1.31K - $1.96K
366 $4K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-91
- 41.55%
$33.57 - $37.22 $3.05K - $3.39K
128 $4K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-36
- 10.29%
$55.05 - $58.37 $1.98K - $2.1K
314 $17K
FE
Firstenergy Corp

Utilities
-43
- 13.03%
$37.95 - $43.5 $1.63K - $1.87K
287 $11K
SCI
Service Corp International

Consumer Cyclical
-27
- 41.54%
$75.99 - $84.16 $2.05K - $2.27K
38 $3K
IWY
Ishares Tr Russell 200 Growth

ETFs
-5
- 13.89%
$210.19 - $243.33 $1.05K - $1.22K
31 $6K
VIG
Vanguard Dividend Appreciation

ETFs
-3
- 0.29%
N/A
1.03K $187K
EW
Edwards Lifesciences Corp

Healthcare
-10
- 1.43%
$67.95 - $76.19 $680 - $762
690 $50K
ABC
Amerisourcebergen Corp

Healthcare
-3
- 1.45%
N/A
204 $37K
HGTY
Hagerty, Inc.

Financial Services
-150
- 50.0%
$9.0 - $10.33 $1.35K - $1.55K
150 $1K
TDUP
Thred Up Inc.

Consumer Cyclical
-1K
- 90.91%
$1.28 - $2.97 $1.28K - $2.97K
100 $0
VCEB
Vanguard World Fd Esg U S Corp

ETFs
-33
- 2.34%
$61.23 - $63.33 $2.02K - $2.09K
1.38K $86K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-4
- 57.14%
$175.5 - $209.86 $702 - $839
3 $0
Kenvue Inc Com
-10.2K
- 7.92%
N/A
119K $0
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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