Princeton Global Asset Management LLC Incresed Positions in Q4 2025

Princeton Global Asset Management LLC

  • $572 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
INTU
Intuit Inc

Technology
6.5K
+ 95.58%
$641.79 - $683.39 $4.17M - $4.44M
13.3K $8.59M
XEL
Xcel Energy Inc

Utilities
42.4K
+ 70585.0%
$79.6 - $81.85 $3.37M - $3.47M
42.4K $3.42M
LLY
Eli Lilly & CO

Healthcare
2.27K
+ 386.03%
$799.57 - $1025.28 $1.81M - $2.32M
2.85K $2.91M
DGRO
Ishares Core Dividend Growth E

ETFs
26.1K
+ 15.53%
$66.93 - $69.17 $1.75M - $1.81M
194K $13.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.56K
+ 955.22%
$589.5 - $635.77 $1.51M - $1.63M
2.83K $1.71M
META
Meta Platforms, Inc.

Communication Services
3.6K
+ 61.56%
$609.01 - $751.67 $2.19M - $2.71M
9.46K $5.76M
AMZN
Amazon Com Inc

Consumer Cyclical
3.17K
+ 9.52%
$213.04 - $254.0 $675K - $805K
36.4K $8.55M
AAPL
Apple Inc.

Technology
1.33K
+ 2.53%
$245.27 - $275.25 $326K - $366K
53.9K $14.4M
XLK
Technology Sector Spdr

ETFs
3.49K
+ 106.48%
$278.39 - $304.13 $970K - $1.06M
6.76K $1.95M
PWR
Quanta Services, Inc.

Industrials
284
+ 0.8%
$412.21 - $453.83 $117K - $129K
35.6K $15.3M
AMAT
Applied Materials Inc

Technology
1.88K
+ 343.17%
$209.95 - $240.89 $396K - $454K
2.43K $556K
VT
Vanguard Total World Stk Index

ETFs
3.17K
+ 374.03%
$135.16 - $141.78 $428K - $449K
4.02K $559K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.8K
+ 134.61%
$136.06 - $140.64 $382K - $394K
4.89K $675K
CSCO
Cisco Systems, Inc.

Technology
3.25K
+ 24.25%
$67.46 - $78.0 $219K - $254K
16.7K $1.3M
KO
Coca Cola CO

Consumer Defensive
1.24K
+ 2.14%
$66.1 - $71.61 $82.1K - $88.9K
59.2K $4.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
522
+ 17.24%
$600.51 - $631.95 $313K - $330K
3.55K $2.19M
ETR
Entergy Corp

Utilities
1.28K
+ 1.17%
$93.4 - $97.65 $120K - $125K
111K $10.6M
VEA
Vanguard Ftse Developed Market

ETFs
5.11K
+ 76.09%
$59.18 - $62.09 $303K - $317K
11.8K $725K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.96K
+ 1341.36%
$74.09 - $75.1 $293K - $297K
4.25K $315K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.5K
+ 22.98%
$25.38 - $25.57 $292K - $295K
61.7K $1.57M
NOW
Service Now, Inc.

Technology
349
+ 623.21%
$835.79 - $946.29 $292K - $330K
405 $338K
IBM
International Business Machines Corp

Technology
862
+ 61.66%
$275.97 - $314.98 $238K - $272K
2.26K $671K
RTX
Raytheon Technologies Corp

Industrials
68
+ 0.22%
$157.0 - $179.44 $10.7K - $12.2K
30.3K $5.32M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
10.5K
+ 65.07%
$23.35 - $23.55 $244K - $246K
26.5K $619K
SLV
I Shares Silver Trust

ETFs
4.73K
+ 265.21%
$42.4 - $49.17 $201K - $233K
6.52K $299K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.81K
+ 902.5%
$118.29 - $126.28 $214K - $228K
2.01K $242K
IVE
Ishares S&P 500 Value ETF

ETFs
1K
+ 1000.0%
$202.52 - $212.07 $203K - $212K
1.1K $230K
IWF
Ishares Russell 1000 Gr ETF

ETFs
439
+ 36.07%
$459.47 - $491.71 $202K - $216K
1.66K $779K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.62K
+ 17.53%
$24.24 - $24.37 $209K - $210K
57.8K $1.4M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.93K
+ 255.14%
$22.88 - $22.95 $204K - $205K
12.4K $284K
IBDV
Ishares Tr

Technology
9.15K
+ 167.79%
$22.03 - $22.24 $202K - $203K
14.6K $321K
GOOD
Gladstone Commercial Corp

Real Estate
17.1K
+ 104.0%
$10.65 - $12.28 $182K - $210K
33.5K $375K
CEG
Constellation Energy Corp

Utilities
288
+ 3.8%
$335.74 - $401.43 $96.7K - $116K
7.86K $2.66M
VST
Vistra Corp.

Utilities
988
+ 494.0%
$171.56 - $210.85 $170K - $208K
1.19K $207K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
6.91K
+ 34.31%
N/A
27K $642K
MRK
Merck & Co., Inc.

Healthcare
1.44K
+ 47.9%
$82.49 - $92.93 $119K - $134K
4.45K $412K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.82K
+ 5.99%
$26.44 - $27.53 $154K - $160K
103K $2.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
230
+ 12.45%
$653.02 - $687.39 $150K - $158K
2.08K $1.38M
IBMO
Ishares Tr Ibonds December 202

ETFs
4.9K
+ 31.21%
$25.52 - $25.62 $125K - $126K
20.6K $527K
FNDF
Schwab Fundamental Intl Large

ETFs
77
+ 0.12%
$42.35 - $45.18 $3.26K - $3.48K
62.8K $2.81M
IBMP
Ishares Tr Ibonds December 202

ETFs
4.5K
+ 113.92%
$25.31 - $25.44 $114K - $114K
8.45K $214K
IXUS
Ishares Tr

ETFs
1.28K
+ 1528.57%
$81.21 - $85.27 $104K - $109K
1.37K $115K
SCHO
Schwab Short Term Us Treasury

ETFs
4.17K
+ 5.24%
$24.31 - $24.46 $101K - $102K
83.6K $2.04M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.76K
+ 11.79%
$52.21 - $52.72 $91.9K - $92.8K
16.7K $875K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.9K
+ 3.01%
$50.83 - $51.07 $96.3K - $96.8K
64.9K $3.31M
CAT
Caterpillar Inc

Industrials
78
+ 13.95%
$480.82 - $585.49 $37.5K - $45.7K
637 $351K
NRG
Nrg Energy, Inc.

Utilities
440
+ 81.48%
$160.42 - $178.5 $70.6K - $78.5K
980 $161K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.46K
+ 1227.73%
$49.98 - $50.59 $73K - $73.9K
1.58K $79K
BMY
Bristol Myers Squibb CO

Healthcare
1.52K
+ 82.53%
$42.6 - $49.08 $64.8K - $74.7K
3.36K $157K
Activity Summary
Buys All Purchases 317 New Holdings 96 Increased Positions 221 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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