Princeton Global Asset Management LLC Incresed Positions in Q4 2024

Princeton Global Asset Management LLC

  • $507 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
3.75K
+ 28.09%
$11.18 - $13.68 $41.9K - $51.3K
17.1K $217K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
1.45K
+ 6.92%
$50.34 - $56.61 $73.1K - $82.3K
22.5K $1.15M
VO
Vanguard Mid Cap ETF

ETFs
250
+ 65.45%
$261.5 - $284.63 $65.4K - $71.2K
632 $166K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
515
+ 14.39%
$100.18 - $109.1 $51.6K - $56.2K
4.09K $429K
EOG
Eog Resources Inc

Energy
578
+ 2.2%
$118.22 - $136.54 $68.3K - $78.9K
26.8K $3.28M
MPLX
Mplx LP

Energy
512
+ 4.77%
$43.77 - $51.66 $22.4K - $26.4K
11.2K $538K
CMI
Cummins Inc

Industrials
90
+ 7.58%
$324.93 - $383.42 $29.2K - $34.5K
1.28K $445K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.2K
+ 8.02%
$24.82 - $25.48 $79.4K - $81.5K
43.1K $1.07M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.42K
+ 8.87%
$51.58 - $52.91 $73.2K - $75.1K
17.4K $901K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
2.31K
+ 513.33%
$22.71 - $23.47 $52.5K - $54.2K
2.76K $62K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
1.15K
+ 55.3%
$44.29 - $45.82 $51.1K - $52.8K
3.24K $143K
SUB
Ishares Short Term National Mu

ETFs
480
+ 9.18%
$104.94 - $106.2 $50.4K - $51K
5.71K $602K
SPY
Spdr S&P 500 ETF Trust

ETFs
58
+ 7.13%
$567.81 - $607.81 $32.9K - $35.3K
872 $511K
QCOM
Qualcomm Inc

Technology
300
+ 96.15%
$150.4 - $178.04 $45.1K - $53.4K
612 $94K
GILD
Gilead Sciences, Inc.

Healthcare
400
+ 400.0%
$83.95 - $97.9 $33.6K - $39.2K
500 $46K
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.9K
+ 300.06%
$25.93 - $105.3 $385K - $1.56M
19.8K $551K
NRG
Nrg Energy, Inc.

Utilities
390
+ 414.89%
$85.3 - $101.61 $33.3K - $39.6K
484 $43K
IBM
International Business Machines Corp

Technology
153
+ 24.4%
$204.9 - $238.04 $31.3K - $36.4K
780 $171K
EPD
Enterprise Products Partners L.P.

Energy
500
+ 6.66%
$28.66 - $34.43 $14.3K - $17.2K
8.01K $251K
ADBE
Adobe Inc.

Technology
89
+ 86.41%
$437.39 - $552.96 $38.9K - $49.2K
192 $85K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
787
+ 1.33%
$50.73 - $51.08 $39.9K - $40.2K
59.8K $3.04M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.28K
+ 38.48%
$59.25 - $72.99 $75.8K - $93.4K
4.61K $275K
NVO
Novo Nordisk A S

Healthcare
1K
+ 56.15%
$85.0 - $120.04 $85K - $120K
2.78K $239K
INTC
Intel Corp

Technology
1.59K
+ 86.56%
$19.07 - $26.23 $30.2K - $41.6K
3.42K $68K
NFLX
Netflix Inc

Communication Services
16
+ 51.61%
$687.65 - $936.56 $11K - $15K
47 $41K
WMT
Walmart Inc.

Consumer Defensive
52
+ 3.3%
$79.1 - $95.7 $4.11K - $4.98K
1.63K $146K
PM
Philip Morris International Inc.

Consumer Defensive
200
+ 4.05%
$118.38 - $133.06 $23.7K - $26.6K
5.14K $618K
XLI
Industrial Sector Spdr

ETFs
157
+ 49.37%
$131.76 - $143.99 $20.7K - $22.6K
475 $62K
PAYX
Paychex Inc

Industrials
116
+ 58.29%
$135.86 - $148.73 $15.8K - $17.3K
315 $44K
META
Meta Platforms, Inc.

Communication Services
15
+ 2.79%
$554.08 - $632.68 $8.31K - $9.49K
552 $325K
IBMO
Ishares Tr Ibonds December 202

ETFs
775
+ 12.65%
$25.4 - $25.62 $19.7K - $19.9K
6.9K $175K
CME
Cme Group Inc.

Financial Services
51
+ 115.91%
$221.17 - $246.02 $11.3K - $12.5K
95 $22K
MAIN
Main Street Capital Corp

Financial Services
10
+ 0.78%
$49.95 - $58.58 $500 - $586
1.29K $75K
XLF
Financial Sector Spdr

ETFs
2
+ 0.08%
$44.89 - $51.34 $89.8 - $103
2.6K $125K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.51%
$246.06 - $292.59 $246 - $293
198 $55K
WMB
Williams Companies, Inc.

Energy
5
+ 0.85%
$46.37 - $59.74 $232 - $299
596 $32K
GOOD
Gladstone Commercial Corp

Real Estate
275
+ 1.82%
$15.57 - $17.66 $4.28K - $4.86K
15.4K $250K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
951
+ 2.04%
$51.54 - $52.55 $49K - $50K
47.6K $2.46M
GM
General Motors CO

Consumer Cyclical
1
+ 0.23%
$44.82 - $60.2 $44.8 - $60.2
444 $23K
WFC
Wells Fargo & Company

Financial Services
1
+ 0.5%
$54.98 - $77.35 $55 - $77.4
200 $14K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
21K
+ 200.65%
$27.54 - $83.04 $578K - $1.74M
31.4K $871K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.97K
+ 200.0%
$22.01 - $66.82 $65.3K - $198K
4.45K $100K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
2
+ 0.39%
$113.29 - $121.45 $227 - $243
520 $60K
AFL
Aflac Inc

Financial Services
110
+ 10.68%
$100.37 - $115.27 $11K - $12.7K
1.14K $117K
PANW
Palo Alto Networks Inc

Technology
98
+ 100.0%
$181.96 - $405.9 $17.8K - $39.8K
196 $35K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
4
+ 200.0%
$340.59 - $380.5 $1.36K - $1.52K
6 $2K
DGX
Quest Diagnostics Inc

Healthcare
2
+ 0.6%
N/A
337 $46K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
13
+ 0.2%
N/A
6.54K $561K
SCHX
Schwab Strategic Tr Us Large C

ETFs
867
+ 200.69%
$22.4 - $68.28 $19.4K - $59.2K
1.3K $30K
Activity Summary
Buys All Purchases 208 New Holdings 36 Increased Positions 172 Sells All Sells 121 Reductions 120 Sold out 1 Options Calls 0 Puts 0
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