Portfolio (Quarterly)
Guide ↗
Princeton Global Asset Management LLC
· CIK 0001767349| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | BSV | VANGUARD SHORT-TERM BOND ETF | — | 81 | $6K | 0.00% | SOLD |
| 42 | TOL | TOLL BROTHERS INC COM | Consumer Cyclical | 43 | $6K | 0.00% | SOLD |
| 43 | BTI | BRITISH AMERN TOB PLC SPONSORED ADR | Consumer Defensive | 100 | $6K | 0.00% | SOLD |
| 44 | JCPB | JPMORGAN CORE PLUS BOND ETF | — | 122 | $6K | 0.00% | SOLD |
| 45 | SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | — | 188 | $5K | 0.00% | SOLD |
| 46 | — | THOMSON REUTERS CORP COM | — | 60 | $5K | 0.00% | SOLD |
| 47 | NET | CLOUDFLARE INC CL A COM | Technology | 26 | $5K | 0.00% | SOLD |
| 48 | — | UNILEVER PLC SPON ADR NEW | — | 89 | $5K | 0.00% | SOLD |
| 49 | VFLO | VICTORYSHARES FREE CASH FLOW ETF | — | 113 | $4K | 0.00% | SOLD |
| 50 | INTU | INTUIT COM | Technology | 10 | $4K | 0.00% | SOLD |
| 51 | CXT | CRANE NXT CO COM | Industrials | 87 | $4K | 0.00% | SOLD |
| 52 | BAR | GRANITESHARES GOLD SHARES | Financial Services | 67 | $3K | 0.00% | SOLD |
| 53 | TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | — | 29 | $3K | — | SOLD |
| 54 | USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | — | 75 | $3K | — | SOLD |
| 55 | — | NEBIUS GROUP N.V. SHS CLASS A | — | 20 | $2K | — | SOLD |
| 56 | MPT | MEDICAL PROPERTIES TRUST INC COM | Financial Services | 439 | $2K | — | SOLD |
| 57 | FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | — | 52 | $2K | — | SOLD |
| 58 | KIM | KIMCO REALTY CORP COM | Real Estate | 81 | $2K | — | SOLD |
| 59 | CF | CF INDUSTRIES HOLD COM | Basic Materials | 12 | $2K | — | SOLD |
| 60 | XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | — | 14 | $2K | — | SOLD |
Sector Allocation
Technology
36.4%
Financial Services
17.0%
Industrials
13.6%
Healthcare
7.3%
Consumer Cyclical
6.9%
Communication Services
6.6%
Consumer Defensive
3.9%
Utilities
3.2%
Basic Materials
2.5%
Energy
2.3%