$352 Million is the total value of Princeton Global Asset Management LLC's 593 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 12.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP COMstock | $19,044,381 | -2.2% | 60,315 | +5.5% | 5.40% | -5.0% |
| AVGO | Buy | BROADCOM INC COMstock | $14,311,211 | +0.6% | 17,230 | +5.1% | 4.06% | -2.3% |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $12,607,066 | -6.5% | 80,944 | -0.6% | 3.58% | -9.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC COMstock | $10,597,863 | +10.9% | 21,020 | +5.8% | 3.01% | +7.7% |
| BX | Buy | BLACKSTONE INC COMstock | $10,377,463 | +23.5% | 96,859 | +7.2% | 2.94% | +20.0% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $8,697,946 | +3.9% | 59,978 | +4.2% | 2.47% | +0.9% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $8,101,371 | -7.1% | 93,226 | +7.9% | 2.30% | -9.8% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $8,035,882 | +13.7% | 22,940 | +10.7% | 2.28% | +10.5% |
| DGRO | Buy | ISHARES CORE DIVIDEND GROWTH ETFetf | $7,896,133 | -1.2% | 159,421 | +2.7% | 2.24% | -4.1% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $7,413,350 | +17.3% | 56,651 | +7.3% | 2.10% | +13.9% |
| AAPL | Buy | APPLE INC COMstock | $6,570,843 | +8.0% | 38,379 | +22.4% | 1.86% | +4.9% |
| WSO | Buy | WATSCO INC COMstock | $6,449,049 | +1.1% | 17,074 | +2.1% | 1.83% | -1.8% |
| New | CRH PLC ORDstock | $5,919,615 | – | 108,425 | +100.0% | 1.68% | – | |
| V | Buy | VISA INC COM CL Astock | $5,578,451 | +5.3% | 24,253 | +8.8% | 1.58% | +2.3% |
| ACN | Buy | ACCENTURE PLC IRELAND SHS CLASS Astock | $5,228,064 | +10.0% | 17,023 | +10.5% | 1.48% | +6.8% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC COMstock | $5,144,813 | +3.6% | 14,795 | +4.9% | 1.46% | +0.6% |
| Buy | LINDE PLC SHSstock | $4,978,836 | +5.0% | 13,371 | +7.5% | 1.41% | +2.0% | |
| PWR | Buy | QUANTA SVCS INC COMstock | $4,694,838 | +4.4% | 25,097 | +9.6% | 1.33% | +1.4% |
| GLD | Buy | SPDR GOLD SHARESetf | $4,620,063 | +1.0% | 26,947 | +5.1% | 1.31% | -1.9% |
| ABBV | Sell | ABBVIE INC COMstock | $4,554,576 | +7.0% | 30,555 | -3.3% | 1.29% | +3.9% |
| CSL | Buy | CARLISLE COS INC COMstock | $4,403,191 | +10.7% | 16,984 | +9.6% | 1.25% | +7.6% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC COMstock | $4,212,302 | +13.4% | 8,322 | +16.9% | 1.20% | +10.2% |
| ICSH | Sell | BLACKROCK ULTRA SHORT-TERM BOND ETFetf | $4,042,946 | -3.2% | 80,249 | -3.3% | 1.15% | -6.0% |
| CB | Buy | CHUBB LIMITED COMstock | $3,969,784 | +18.7% | 19,069 | +9.8% | 1.13% | +15.4% |
| ETN | Buy | EATON CORP PLC SHSstock | $3,905,279 | +17.5% | 18,311 | +10.8% | 1.11% | +14.1% |
| CSCO | Buy | CISCO SYS INC COMstock | $3,867,688 | +10.4% | 71,944 | +6.2% | 1.10% | +7.2% |
| JEPI | Buy | JPMORGAN EQUITY PREMIUM INCOME ETFetf | $3,587,100 | -1.5% | 66,973 | +1.7% | 1.02% | -4.4% |
| SONY | Buy | SONY GROUP CORP SPONSORED ADRadr | $3,569,319 | -4.6% | 43,312 | +4.2% | 1.01% | -7.4% |
| GOOG | Buy | ALPHABET INC CAP STK CL Cstock | $3,427,968 | +26.1% | 25,999 | +15.7% | 0.97% | +22.4% |
| MPC | Buy | MARATHON PETE CORP COMstock | $3,362,619 | +59.7% | 22,219 | +23.1% | 0.95% | +55.1% |
| KO | Buy | COCA COLA CO COMstock | $3,307,414 | -3.3% | 59,082 | +4.1% | 0.94% | -6.0% |
| LECO | Buy | LINCOLN ELEC HLDGS INC COMstock | $3,252,732 | -0.4% | 17,893 | +8.8% | 0.92% | -3.4% |
| VMC | Buy | VULCAN MATLS CO COMstock | $3,205,793 | -5.8% | 15,869 | +5.1% | 0.91% | -8.5% |
| UPS | Sell | UNITED PARCEL SERVICE INC CL Bstock | $3,189,224 | -14.8% | 20,461 | -2.0% | 0.90% | -17.3% |
| New | KENVUE INC COMstock | $3,170,853 | – | 157,911 | +100.0% | 0.90% | – | |
| LMT | Buy | LOCKHEED MARTIN CORP COMstock | $3,106,562 | -4.9% | 7,596 | +7.0% | 0.88% | -7.6% |
| STE | Buy | STERIS PLC SHS USDstock | $3,087,239 | +8.8% | 14,070 | +11.6% | 0.88% | +5.7% |
| HD | Buy | HOME DEPOT INC COMstock | $2,926,143 | -2.3% | 9,684 | +0.4% | 0.83% | -5.3% |
| EOG | Sell | EOG RES INC COMstock | $2,899,500 | +10.4% | 22,874 | -0.4% | 0.82% | +7.2% |
| FLOT | Sell | ISHARES FLOATING RATE BOND ETFetf | $2,892,161 | -4.1% | 56,832 | -4.2% | 0.82% | -6.8% |
| NEE | Sell | NEXTERA ENERGY INC COMstock | $2,743,720 | -23.4% | 47,892 | -0.8% | 0.78% | -25.6% |
| PEP | Sell | PEPSICO INC COMstock | $2,739,444 | -15.3% | 16,168 | -7.4% | 0.78% | -17.7% |
| ANTM | Buy | ELEVANCE HEALTH INC COMstock | $2,726,562 | +5.2% | 6,262 | +7.4% | 0.77% | +2.2% |
| NOC | Buy | NORTHROP GRUMMAN CORP COMstock | $2,720,214 | +1.9% | 6,180 | +5.5% | 0.77% | -1.0% |
| TTE | Buy | TOTALENERGIES SE SPONSORED ADSadr | $2,697,156 | +30.1% | 41,015 | +14.0% | 0.77% | +26.4% |
| BAC | Buy | BANK AMERICA CORP COMstock | $2,679,148 | +1.3% | 97,851 | +6.1% | 0.76% | -1.7% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS INC COMstock | $2,633,510 | +8.3% | 14,708 | +0.1% | 0.75% | +5.1% |
| PKG | Sell | PACKAGING CORP AMER COMstock | $2,513,902 | +15.2% | 16,372 | -0.9% | 0.71% | +11.8% |
| CDW | Buy | CDW CORP COMstock | $2,489,396 | +18.9% | 12,338 | +8.1% | 0.71% | +15.5% |
| IBDO | Sell | ISHARES IBONDS DEC 2023 TERM CORPORATE ETFetf | $2,427,218 | -1.8% | 95,710 | -2.1% | 0.69% | -4.7% |
| AMZN | Sell | AMAZON COM INC COMstock | $2,423,797 | -10.4% | 19,067 | -8.1% | 0.69% | -12.9% |
| IBDP | Sell | ISHARES IBONDS DEC 2024 TERM CORPORATE ETFetf | $2,413,653 | -2.1% | 97,600 | -2.6% | 0.68% | -5.0% |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $2,332,264 | -3.9% | 49,007 | -0.5% | 0.66% | -6.6% |
| SCHD | Sell | SCHWAB US DIVIDEND EQUITY ETFetf | $2,324,830 | -4.9% | 32,855 | -2.4% | 0.66% | -7.6% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COMstock | $2,247,526 | -11.8% | 38,724 | -2.8% | 0.64% | -14.4% |
| PCAR | Sell | PACCAR INC COMstock | $2,219,407 | +1.6% | 26,105 | -0.0% | 0.63% | -1.3% |
| PFFV | Sell | GLOBAL X VARIABLE RATE PREFERRED ETFetf | $2,176,693 | +1.0% | 94,804 | -1.8% | 0.62% | -1.9% |
| IGSB | Sell | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $1,971,020 | -4.0% | 39,555 | -3.3% | 0.56% | -6.8% |
| XOM | Buy | EXXON MOBIL CORP COMstock | $1,949,735 | +14.2% | 16,582 | +4.2% | 0.55% | +10.8% |
| MRK | Sell | MERCK & CO INC COMstock | $1,859,777 | -15.9% | 18,065 | -5.7% | 0.53% | -18.3% |
| ORCL | Buy | ORACLE CORP COMstock | $1,793,558 | +2.5% | 16,933 | +15.2% | 0.51% | -0.4% |
| RTX | Buy | RTX CORPORATION COMstock | $1,714,090 | -7.8% | 23,817 | +25.5% | 0.49% | -10.5% |
| ABT | Sell | ABBOTT LABS COMstock | $1,596,774 | -17.0% | 16,487 | -6.5% | 0.45% | -19.4% |
| Buy | J.P. MORGAN NASDAQ EQUITY PREMIUM INCOME ETFetf | $1,581,098 | +1067.4% | 33,691 | +1103.2% | 0.45% | +1022.5% | |
| FPEI | Sell | FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETFetf | $1,518,753 | -4.3% | 89,974 | -4.5% | 0.43% | -7.1% |
| SCHO | Sell | SCHWAB SHORT-TERM US TREASURY ETFetf | $1,413,292 | -8.8% | 29,511 | -8.5% | 0.40% | -11.5% |
| LOW | Buy | LOWES COS INC COMstock | $1,372,345 | +18.0% | 6,603 | +28.1% | 0.39% | +14.4% |
| STIP | Sell | ISHARES 0-5 YEAR TIPS BOND ETFetf | $1,359,044 | -5.6% | 14,022 | -4.9% | 0.39% | -8.3% |
| MCD | Sell | MCDONALDS CORP COMstock | $1,316,695 | -18.9% | 4,998 | -8.1% | 0.37% | -21.1% |
| NVDA | Buy | NVIDIA CORPORATION COMstock | $1,308,053 | +326.5% | 3,007 | +314.8% | 0.37% | +312.2% |
| WST | Buy | WEST PHARMACEUTICAL SVSC INC COMstock | $1,303,855 | +81.8% | 3,475 | +85.3% | 0.37% | +76.2% |
| RSG | Buy | REPUBLIC SVCS INC COMstock | $1,263,013 | -4.4% | 8,863 | +2.8% | 0.36% | -7.3% |
| HON | Buy | HONEYWELL INTL INC COMstock | $1,245,402 | +52.3% | 6,741 | +71.0% | 0.35% | +47.7% |
| PH | PARKER-HANNIFIN CORP COMstock | $1,214,651 | -0.1% | 3,118 | 0.0% | 0.34% | -2.8% | |
| ZTS | Buy | ZOETIS INC CL Astock | $1,163,271 | +27.2% | 6,686 | +25.9% | 0.33% | +23.6% |
| CAT | Sell | CATERPILLAR INC COMstock | $1,142,505 | +5.9% | 4,185 | -4.6% | 0.32% | +2.9% |
| QUS | Sell | SPDR MSCI USA STRATEGICFACTORS ETFetf | $1,120,078 | -5.4% | 9,281 | -3.6% | 0.32% | -8.1% |
| IBDQ | Buy | ISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf | $1,035,437 | +12.4% | 42,488 | +12.5% | 0.29% | +9.3% |
| JQUA | Sell | JPMORGAN U.S. QUALITY FACTOR ETFetf | $1,007,115 | -2.7% | 23,275 | -0.4% | 0.29% | -5.3% |
| TFC | Sell | TRUIST FINL CORP COMstock | $1,001,142 | -8.6% | 34,993 | -3.1% | 0.28% | -11.2% |
| DE | Buy | DEERE & CO COMstock | $996,283 | +5.5% | 2,640 | +13.3% | 0.28% | +2.5% |
| TXN | Buy | TEXAS INSTRS INC COMstock | $991,981 | +47.5% | 6,238 | +66.9% | 0.28% | +43.1% |
| CCI | Sell | CROWN CASTLE INC COMreit | $990,442 | -23.2% | 10,762 | -4.9% | 0.28% | -25.5% |
| APH | Buy | AMPHENOL CORP NEW CL Astock | $982,683 | +157.1% | 11,700 | +160.0% | 0.28% | +149.1% |
| APD | Buy | AIR PRODS & CHEMS INC COMstock | $972,960 | +38.6% | 3,433 | +46.5% | 0.28% | +34.6% |
| LHX | Sell | L3HARRIS TECHNOLOGIES INC COMstock | $899,595 | -32.9% | 5,167 | -24.6% | 0.26% | -34.9% |
| FNDF | Sell | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETFetf | $786,887 | -6.3% | 24,846 | -4.4% | 0.22% | -9.0% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP INC COMstock | $780,222 | -10.7% | 13,710 | -1.7% | 0.22% | -13.3% |
| BROOKFIELD CORP CL A LTD VT SHstock | $768,835 | -7.1% | 24,587 | 0.0% | 0.22% | -9.9% | ||
| JPST | Buy | JPMORGAN ULTRA-SHORT INCOME ETFetf | $760,066 | +0.2% | 15,147 | +0.1% | 0.22% | -2.7% |
| GLW | Buy | CORNING INC COMstock | $739,815 | +28.7% | 24,280 | +48.0% | 0.21% | +25.0% |
| GSEW | Buy | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETFetf | $717,166 | -3.0% | 12,007 | +1.5% | 0.20% | -5.6% |
| CI | Sell | THE CIGNA GROUP COMstock | $697,725 | -6.4% | 2,439 | -8.2% | 0.20% | -9.2% |
| SCHM | Sell | SCHWAB U.S. MID-CAP ETFetf | $671,539 | -10.3% | 9,922 | -5.9% | 0.19% | -12.8% |
| IQDG | Sell | WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUNDetf | $644,830 | -10.6% | 20,138 | -3.9% | 0.18% | -13.3% |
| DIVB | ISHARES CORE DIVIDEND ETFetf | $640,356 | -2.7% | 17,200 | 0.0% | 0.18% | -5.2% | |
| FDN | Sell | FIRST TRUST DOW JONES INTERNET INDEX FUNDetf | $633,173 | -4.5% | 3,967 | -2.5% | 0.18% | -7.2% |
| NTR | Sell | NUTRIEN LTD COMstock | $592,124 | +4.3% | 9,588 | -0.2% | 0.17% | +1.2% |
| GS | Sell | GOLDMAN SACHS GROUP INC COMstock | $568,512 | -19.8% | 1,757 | -20.1% | 0.16% | -22.2% |
| DTE | DTE ENERGY CO COMstock | $550,508 | -9.8% | 5,545 | 0.0% | 0.16% | -12.4% | |
| IBDS | Sell | ISHARES IBONDS DEC 2027 TERM CORPORATE ETFetf | $535,113 | -23.8% | 23,125 | -22.6% | 0.15% | -25.9% |
| XYL | Buy | XYLEM INC COMstock | $531,291 | +13.0% | 5,836 | +39.8% | 0.15% | +10.2% |
| COST | Buy | COSTCO WHSL CORP NEW COMstock | $502,030 | +18.2% | 889 | +12.7% | 0.14% | +14.5% |
| HUBB | Buy | HUBBELL INC COMstock | $494,790 | +158.0% | 1,579 | +173.2% | 0.14% | +150.0% |
| PSX | Sell | PHILLIPS 66 COMstock | $484,491 | +18.7% | 4,032 | -5.8% | 0.14% | +16.0% |
| TLRY | Sell | TILRAY BRANDS INC COMstock | $478,048 | +12.0% | 200,020 | -26.9% | 0.14% | +8.8% |
| DGRS | Sell | WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUNDetf | $472,738 | -10.8% | 11,477 | -8.1% | 0.13% | -13.5% |
| PM | Sell | PHILIP MORRIS INTL INC COMstock | $471,232 | -23.3% | 5,090 | -19.1% | 0.13% | -25.1% |
| IBML | ISHARES IBONDS DEC 2023 TERM MUNI BOND ETFetf | $467,644 | +0.1% | 18,321 | 0.0% | 0.13% | -2.2% | |
| CVX | CHEVRON CORP NEW COMstock | $454,521 | +7.2% | 2,696 | 0.0% | 0.13% | +4.0% | |
| PAVE | New | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFetf | $446,829 | – | 14,708 | +100.0% | 0.13% | – |
| ECL | Buy | ECOLAB INC COMstock | $402,464 | +56.7% | 2,376 | +72.7% | 0.11% | +52.0% |
| INTC | Buy | INTEL CORP COMstock | $389,898 | +6.3% | 10,968 | +0.0% | 0.11% | +3.7% |
| IBMM | Buy | ISHARES IBONDS DEC 2024 TERM MUNI BOND ETFetf | $380,700 | +5.2% | 14,819 | +5.5% | 0.11% | +1.9% |
| IYY | ISHARES DOW JONES U.S. ETFetf | $376,128 | -3.6% | 3,600 | 0.0% | 0.11% | -6.1% | |
| DGS | Sell | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDetf | $370,496 | -36.7% | 8,009 | -36.4% | 0.10% | -38.6% |
| QEFA | Sell | SPDR MSCI EAFE STRATEGICFACTORS ETFetf | $363,223 | -9.6% | 5,418 | -5.7% | 0.10% | -12.0% |
| SCHV | Sell | SCHWAB U.S. LARGE-CAP VALUE ETFetf | $352,156 | -4.4% | 5,463 | -0.5% | 0.10% | -7.4% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $346,821 | -14.5% | 10,701 | -1.9% | 0.10% | -16.9% |
| AXP | AMERICAN EXPRESS CO COMstock | $338,386 | -14.3% | 2,268 | 0.0% | 0.10% | -16.5% | |
| XLE | Sell | ENERGY SELECT SECTOR SPDR FUNDetf | $338,963 | -12.1% | 3,750 | -21.1% | 0.10% | -15.0% |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETFetf | $329,058 | -3.0% | 4,525 | 0.0% | 0.09% | -6.1% | |
| NSC | NORFOLK SOUTHN CORP COMstock | $315,570 | -13.2% | 1,602 | 0.0% | 0.09% | -15.1% | |
| AZN | Buy | ASTRAZENECA PLC SPONSORED ADRadr | $307,568 | +67.9% | 4,542 | +77.5% | 0.09% | +61.1% |
| UNP | UNION PAC CORP COMstock | $305,038 | -0.5% | 1,498 | 0.0% | 0.09% | -3.3% | |
| ED | Sell | CONSOLIDATED EDISON INC COMstock | $306,481 | -9.2% | 3,583 | -4.0% | 0.09% | -12.1% |
| AMGN | AMGEN INC COMstock | $302,033 | +21.1% | 1,124 | 0.0% | 0.09% | +17.8% | |
| IJH | ISHARES CORE S&P MID-CAP ETFetf | $299,220 | -4.6% | 1,200 | 0.0% | 0.08% | -7.6% | |
| LLY | ELI LILLY & CO COMstock | $299,433 | +14.5% | 557 | 0.0% | 0.08% | +11.8% | |
| GRID | Buy | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEXetf | $295,597 | -10.5% | 3,148 | +0.2% | 0.08% | -13.4% |
| MPLX | Buy | MPLX LP COM UNIT REP LTDstock | $283,773 | +5.0% | 7,978 | +0.2% | 0.08% | +2.5% |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETFetf | $282,849 | -4.4% | 4,769 | 0.0% | 0.08% | -7.0% | |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETFetf | $283,465 | -5.6% | 8,434 | 0.0% | 0.08% | -9.1% | |
| PHYS | Buy | SPROTT PHYSICAL GOLD TR UNITcef | $279,240 | +97.0% | 19,500 | +105.3% | 0.08% | +92.7% |
| SMMV | Sell | ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETFetf | $272,698 | -7.2% | 8,251 | -3.8% | 0.08% | -10.5% |
| FIW | Buy | FIRST TRUST WATER ETFetf | $271,825 | -6.4% | 3,285 | +0.2% | 0.08% | -9.4% |
| MO | Sell | ALTRIA GROUP INC COMstock | $267,480 | -21.9% | 6,361 | -15.9% | 0.08% | -24.0% |
| IBTD | Buy | ISHARES IBONDS DEC 2023 TERM TREASURY ETFetf | $268,932 | +0.6% | 10,835 | +0.5% | 0.08% | -2.6% |
| MTB | M & T BK CORP COMstock | $268,580 | +2.2% | 2,124 | 0.0% | 0.08% | -1.3% | |
| SPY | Sell | SPDR S&P 500 ETF TRUSTetf | $268,858 | -11.3% | 629 | -8.0% | 0.08% | -14.6% |
| ESGV | Sell | VANGUARD ESG U.S. STOCK ETFetf | $265,904 | -11.2% | 3,535 | -7.5% | 0.08% | -14.8% |
| T | Sell | AT&T INC COMstock | $259,632 | -10.3% | 17,286 | -4.7% | 0.07% | -12.9% |
| WM | Sell | WASTE MGMT INC DEL COMstock | $262,242 | -13.8% | 1,720 | -2.0% | 0.07% | -16.9% |
| XLK | Buy | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $237,152 | -5.7% | 1,447 | +0.1% | 0.07% | -8.2% |
| MDLZ | Sell | MONDELEZ INTL INC CL Astock | $230,824 | -23.9% | 3,326 | -20.0% | 0.07% | -25.8% |
| CW | CURTISS WRIGHT CORP COMstock | $230,843 | +6.5% | 1,180 | 0.0% | 0.07% | +4.8% | |
| CMI | CUMMINS INC COMstock | $228,460 | -6.8% | 1,000 | 0.0% | 0.06% | -9.7% | |
| PLTR | Sell | PALANTIR TECHNOLOGIES INC CL Astock | $217,600 | -2.8% | 13,600 | -6.8% | 0.06% | -4.6% |
| AEP | AMERICAN ELEC PWR CO INC COMstock | $214,776 | -10.7% | 2,855 | 0.0% | 0.06% | -12.9% | |
| RFG | New | INVESCO S&P MIDCAP 400 PURE GROWTH ETFetf | $215,545 | – | 5,500 | +100.0% | 0.06% | – |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHSstock | $205,441 | +2.2% | 6,162 | 0.0% | 0.06% | -1.7% | ||
| MMM | 3M CO COMstock | $200,267 | -6.5% | 2,139 | 0.0% | 0.06% | -9.5% | |
| MDYG | New | SPDR S&P 400 MID CAP GROWTH ETFetf | $200,506 | – | 2,900 | +100.0% | 0.06% | – |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELD INDEX ETFetf | $200,744 | -26.6% | 1,943 | -24.7% | 0.06% | -28.8% |
| CCJ | Buy | CAMECO CORP COMstock | $199,191 | +214.0% | 5,025 | +148.1% | 0.06% | +200.0% |
| MTX | MINERALS TECHNOLOGIES INC COMstock | $197,136 | -5.1% | 3,600 | 0.0% | 0.06% | -8.2% | |
| EPD | ENTERPRISE PRODS PARTNERS L P COMstock | $195,969 | +3.9% | 7,160 | 0.0% | 0.06% | +1.8% | |
| IBB | ISHARES BIOTECHNOLOGY ETFetf | $195,664 | -3.7% | 1,600 | 0.0% | 0.06% | -5.1% | |
| SPIP | Sell | SPDR PORTFOLIO TIPS ETFetf | $191,988 | -29.3% | 7,729 | -26.4% | 0.05% | -31.6% |
| VOO | Sell | VANGUARD S&P 500 ETFetf | $190,749 | -73.9% | 486 | -72.9% | 0.05% | -74.6% |
| SDY | Buy | SPDR S&P DIVIDEND ETFetf | $185,689 | -6.2% | 1,615 | +0.1% | 0.05% | -8.6% |
| PFE | Buy | PFIZER INC COMstock | $188,087 | -9.4% | 5,670 | +0.2% | 0.05% | -13.1% |
| AMP | AMERIPRISE FINL INC COMstock | $184,621 | -0.7% | 560 | 0.0% | 0.05% | -3.7% | |
| ACWI | Buy | ISHARES MSCI ACWI ETFetf | $183,724 | -3.6% | 1,989 | +0.2% | 0.05% | -7.1% |
| AMT | Buy | AMERICAN TOWER CORP NEW COMreit | $179,226 | +566.1% | 1,090 | +684.2% | 0.05% | +537.5% |
| VIG | VANGUARD DIVIDEND APPRECIATION ETFetf | $179,347 | -4.3% | 1,154 | 0.0% | 0.05% | -7.3% | |
| CHD | Buy | CHURCH & DWIGHT CO INC COMstock | $172,572 | -8.4% | 1,883 | +0.2% | 0.05% | -10.9% |
| OKE | New | ONEOK INC NEW COMstock | $169,231 | – | 2,668 | +100.0% | 0.05% | – |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETFetf | $165,636 | -5.0% | 2,184 | 0.0% | 0.05% | -7.8% | |
| DGRE | Sell | WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUNDetf | $163,599 | -6.5% | 7,333 | -4.6% | 0.05% | -9.8% |
| KR | New | KROGER CO COMstock | $161,100 | – | 3,600 | +100.0% | 0.05% | – |
| GBIL | Sell | GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFetf | $159,706 | -3.5% | 1,595 | -3.5% | 0.04% | -6.2% |
| XLV | Buy | HEALTH CARE SELECT SECTOR SPDR FUNDetf | $157,261 | -3.0% | 1,222 | +0.1% | 0.04% | -4.3% |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETFetf | $153,667 | -2.3% | 1,166 | 0.0% | 0.04% | -4.3% | |
| COF | CAPITAL ONE FINL CORP COMstock | $145,090 | -11.3% | 1,495 | 0.0% | 0.04% | -14.6% | |
| SPGI | Buy | S&P GLOBAL INC COMstock | $146,164 | +82.3% | 400 | +100.0% | 0.04% | +78.3% |
| DTM | DT MIDSTREAM INC COMMON STOCKstock | $141,455 | +6.8% | 2,673 | 0.0% | 0.04% | +2.6% | |
| DIS | Sell | DISNEY WALT CO COMstock | $142,648 | -49.3% | 1,760 | -44.1% | 0.04% | -51.2% |
| NFBK | NORTHFIELD BANCORP INC DEL COMstock | $133,018 | -13.9% | 14,076 | 0.0% | 0.04% | -15.6% | |
| MGC | VANGUARD MEGA CAP ETFetf | $121,496 | -2.9% | 800 | 0.0% | 0.03% | -8.1% | |
| STZ | CONSTELLATION BRANDS INC CL Astock | $119,382 | +2.1% | 475 | 0.0% | 0.03% | 0.0% | |
| DLS | Sell | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDetf | $119,694 | -19.4% | 2,083 | -16.6% | 0.03% | -20.9% |
| KLAC | KLA CORP COM NEWstock | $119,252 | -5.4% | 260 | 0.0% | 0.03% | -8.1% | |
| IBMN | Buy | ISHARES IBONDS DEC 2025 TERM MUNI BOND ETFetf | $119,968 | +18.3% | 4,600 | +19.5% | 0.03% | +13.3% |
| BP | BP PLC SPONSORED ADRadr | $116,160 | +9.7% | 3,000 | 0.0% | 0.03% | +6.5% | |
| TSCO | Sell | TRACTOR SUPPLY CO COMstock | $116,145 | -61.1% | 572 | -57.7% | 0.03% | -62.1% |
| NEM | Buy | NEWMONT CORP COMstock | $107,894 | -13.3% | 2,920 | +0.1% | 0.03% | -13.9% |
| SO | SOUTHERN CO COMstock | $107,645 | -7.9% | 1,663 | 0.0% | 0.03% | -8.8% | |
| PGR | PROGRESSIVE CORP COMstock | $107,894 | +5.2% | 775 | 0.0% | 0.03% | +3.3% | |
| ITW | ILLINOIS TOOL WKS INC COMstock | $109,282 | -7.9% | 474 | 0.0% | 0.03% | -11.4% | |
| PG | Sell | PROCTER AND GAMBLE CO COMstock | $100,428 | -6.0% | 689 | -2.1% | 0.03% | -6.5% |
| PBD | Buy | INVESCO GLOBAL CLEAN ENERGY ETFetf | $98,649 | -18.4% | 6,413 | +0.2% | 0.03% | -20.0% |
| XLF | Buy | FINANCIAL SELECT SECTOR SPDR FUNDetf | $98,172 | -1.5% | 2,960 | +0.1% | 0.03% | -3.4% |
| BLK | Sell | BLACKROCK INC COMstock | $96,974 | -12.3% | 150 | -6.2% | 0.03% | -12.5% |
| IVV | Buy | ISHARES CORE S&P 500 ETFetf | $95,673 | +31.1% | 223 | +36.0% | 0.03% | +28.6% |
| L | LOEWS CORP COMstock | $94,965 | +6.6% | 1,500 | 0.0% | 0.03% | +3.8% | |
| IDXX | IDEXX LABS INC COMstock | $94,888 | -12.9% | 217 | 0.0% | 0.03% | -15.6% | |
| BAX | BAXTER INTL INC COMstock | $96,426 | -17.2% | 2,555 | 0.0% | 0.03% | -20.6% | |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETFetf | $88,288 | -0.4% | 1,750 | 0.0% | 0.02% | -3.8% | |
| IBTE | Buy | ISHARES IBONDS DEC 2024 TERM TREASURY ETFetf | $89,400 | +127.7% | 3,750 | +127.3% | 0.02% | +127.3% |
| CVS | CVS HEALTH CORP COMstock | $83,746 | +1.1% | 1,199 | 0.0% | 0.02% | 0.0% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS COMstock | $85,376 | -69.7% | 609 | -71.1% | 0.02% | -70.7% |
| SBUX | STARBUCKS CORP COMstock | $80,683 | -7.9% | 884 | 0.0% | 0.02% | -11.5% | |
| QCOM | Sell | QUALCOMM INC COMstock | $82,464 | -70.4% | 743 | -68.3% | 0.02% | -71.6% |
| GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETFetf | $81,064 | -1.5% | 800 | 0.0% | 0.02% | -4.2% | |
| SYY | Buy | SYSCO CORP COMstock | $81,152 | -10.9% | 1,229 | +0.1% | 0.02% | -14.8% |
| SHELL PLC SPON ADSadr | $80,255 | +6.6% | 1,247 | 0.0% | 0.02% | +4.5% | ||
| TLT | ISHARES 20 YEAR TREASURY BOND ETFetf | $79,821 | -13.8% | 900 | 0.0% | 0.02% | -14.8% | |
| VNQ | Sell | VANGUARD REAL ESTATE ETFetf | $75,994 | -14.9% | 1,004 | -6.1% | 0.02% | -15.4% |
| LRCX | LAM RESEARCH CORP COMstock | $78,346 | -2.5% | 125 | 0.0% | 0.02% | -4.3% | |
| CARR | CARRIER GLOBAL CORPORATION COMstock | $77,335 | +11.0% | 1,401 | 0.0% | 0.02% | +10.0% | |
| AFL | AFLAC INC COMstock | $79,053 | +10.0% | 1,030 | 0.0% | 0.02% | +4.8% | |
| CHK | Buy | CHESAPEAKE ENERGY CORP COMstock | $72,801 | +3.3% | 844 | +0.2% | 0.02% | 0.0% |
| DIAX | NUVEEN DOW 30 DYNMC OVERWRT FD SHScef | $73,569 | -2.9% | 5,370 | 0.0% | 0.02% | -4.5% | |
| SPH | Buy | SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNstock | $74,859 | +8.6% | 4,664 | +0.2% | 0.02% | +5.0% |
| SNY | Buy | SANOFI SPONSORED ADRadr | $74,402 | +300.0% | 1,387 | +302.0% | 0.02% | +320.0% |
| EPAM | Sell | EPAM SYS INC COMstock | $75,429 | -2.7% | 295 | -14.5% | 0.02% | -8.7% |
| GEM | Sell | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFetf | $73,612 | -55.2% | 2,568 | -53.3% | 0.02% | -56.2% |
| SCHB | Buy | SCHWAB U.S. BROAD MARKET ETFetf | $73,701 | -3.5% | 1,478 | +0.1% | 0.02% | -4.5% |
| QQQ | INVESCO QQQ TRUST SERIES Ietf | $69,146 | -3.0% | 193 | 0.0% | 0.02% | -4.8% | |
| ARKK | ARK INNOVATION ETFetf | $70,097 | -10.1% | 1,767 | 0.0% | 0.02% | -13.0% | |
| HSY | HERSHEY CO COMstock | $71,321 | -19.9% | 356 | 0.0% | 0.02% | -23.1% | |
| TSLA | TESLA INC COMstock | $66,809 | -4.4% | 267 | 0.0% | 0.02% | -5.0% | |
| NVO | Buy | NOVO-NORDISK A S ADRadr | $67,296 | +12.4% | 740 | +100.0% | 0.02% | +11.8% |
| IEFA | Buy | ISHARES CORE MSCI EAFE ETFetf | $65,272 | +19.2% | 1,014 | +25.0% | 0.02% | +18.8% |
| IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUNDetf | $63,534 | -3.6% | 1,640 | 0.0% | 0.02% | -5.3% | |
| ADP | Buy | AUTOMATIC DATA PROCESSING INC COMstock | $63,207 | +9.6% | 263 | +0.4% | 0.02% | +5.9% |
| INTU | Sell | INTUIT COMstock | $62,676 | -0.6% | 123 | -10.9% | 0.02% | 0.0% |
| PFF | Sell | ISHARES PREFERRED & INCOME SECURITIES ETFetf | $64,823 | -44.6% | 2,150 | -43.2% | 0.02% | -47.1% |
| BDX | BECTON DICKINSON & CO COMstock | $61,789 | -2.1% | 239 | 0.0% | 0.02% | 0.0% | |
| CSX | CSX CORP COMstock | $60,086 | -9.8% | 1,954 | 0.0% | 0.02% | -10.5% | |
| EYLD | CAMBRIA EMERGING SHAREHOLDER YIELD ETFetf | $61,088 | +3.1% | 2,130 | 0.0% | 0.02% | 0.0% | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COMstock | $58,964 | -4.6% | 420 | 0.0% | 0.02% | -5.6% | |
| IWM | Buy | ISHARES RUSSELL 2000 ETFetf | $57,441 | +5.8% | 325 | +12.1% | 0.02% | 0.0% |
| MUB | Buy | ISHARES NATIONAL MUNI BOND ETFetf | $56,656 | -3.8% | 553 | +0.2% | 0.02% | -5.9% |
| EASG | Sell | XTRACKERS MSCI EAFE ESG LEADERS EQUITY ETFetf | $55,130 | -45.5% | 2,055 | -42.2% | 0.02% | -46.7% |
| HZNP | New | HORIZON THERAPEUTICS PUB L SHSstock | $57,845 | – | 500 | +100.0% | 0.02% | – |
| BIP | BROOKFIELD INFRAST PARTNERS LP LP INT UNITstock | $57,154 | -19.5% | 1,944 | 0.0% | 0.02% | -23.8% | |
| GENERAL ELECTRIC CO COM NEWstock | $56,859 | +0.6% | 514 | 0.0% | 0.02% | -5.9% | ||
| AMLP | ALERIAN MLP ETFetf | $56,970 | +7.6% | 1,350 | 0.0% | 0.02% | +6.7% | |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDetf | $54,674 | -4.6% | 2,050 | 0.0% | 0.02% | -5.9% | |
| TDV | PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETFetf | $56,092 | -6.2% | 903 | 0.0% | 0.02% | -5.9% | |
| IBMO | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETFetf | $55,202 | -1.5% | 2,225 | 0.0% | 0.02% | 0.0% | |
| RIVIAN AUTOMOTIVE INC COM CL Astock | $52,809 | +45.7% | 2,175 | 0.0% | 0.02% | +36.4% | ||
| EVT | EATON VANCE TAX ADVT DIV INCM COMcef | $53,352 | -6.9% | 2,519 | 0.0% | 0.02% | -11.8% | |
| CINF | CINCINNATI FINL CORP COMstock | $54,214 | +5.1% | 530 | 0.0% | 0.02% | 0.0% | |
| Buy | WARNER BROS DISCOVERY INC COM SER Astock | $54,137 | -11.8% | 4,985 | +1.8% | 0.02% | -16.7% | |
| USB | US BANCORP DEL COM NEWstock | $50,417 | +0.1% | 1,525 | 0.0% | 0.01% | -6.7% | |
| MKC | Sell | MCCORMICK & CO INC COM NON VTGstock | $47,836 | -43.9% | 632 | -35.3% | 0.01% | -44.0% |
| LBRDK | LIBERTY BROADBAND CORP COM SER Cstock | $49,769 | +14.0% | 545 | 0.0% | 0.01% | +7.7% | |
| BSV | VANGUARD SHORT-TERM BOND ETFetf | $48,861 | -0.5% | 650 | 0.0% | 0.01% | 0.0% | |
| DUK | DUKE ENERGY CORP NEW COM NEWstock | $49,426 | -1.6% | 560 | 0.0% | 0.01% | -6.7% | |
| EW | EDWARDS LIFESCIENCES CORP COMstock | $48,496 | -26.6% | 700 | 0.0% | 0.01% | -26.3% | |
| MCO | MOODYS CORP COMstock | $48,690 | -9.1% | 154 | 0.0% | 0.01% | -12.5% | |
| COP | Buy | CONOCOPHILLIPS COMstock | $48,319 | +15.9% | 403 | +0.2% | 0.01% | +16.7% |
| ROBT | New | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETFetf | $48,612 | – | 1,200 | +100.0% | 0.01% | – |
| BMO | BANK MONTREAL QUE COMstock | $50,622 | -6.6% | 600 | 0.0% | 0.01% | -12.5% | |
| AWK | AMERICAN WTR WKS CO INC NEW COMstock | $46,989 | -13.3% | 379 | 0.0% | 0.01% | -18.8% | |
| MUJ | BLACKROCK MUNIHLDGS NJ QLTY FD COMcef | $45,358 | -9.4% | 4,482 | 0.0% | 0.01% | -13.3% | |
| XBI | Sell | SPDR S&P BIOTECH ETFetf | $47,463 | -50.4% | 650 | -43.5% | 0.01% | -53.6% |
| ETJ | EATON VANCE RISK-MANAGED DIVER COMcef | $44,179 | -6.6% | 5,752 | 0.0% | 0.01% | -7.1% | |
| WPC | WP CAREY INC COMreit | $46,996 | -20.0% | 869 | 0.0% | 0.01% | -23.5% | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $44,752 | -3.9% | 589 | 0.0% | 0.01% | -7.1% | |
| CAG | CONAGRA BRANDS INC COMstock | $43,872 | -18.7% | 1,600 | 0.0% | 0.01% | -25.0% | |
| ADI | ANALOG DEVICES INC COMstock | $42,406 | -10.1% | 242 | 0.0% | 0.01% | -14.3% | |
| BA | Sell | BOEING CO COMstock | $42,995 | -67.4% | 224 | -64.1% | 0.01% | -69.2% |
| SPYX | Sell | SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETFetf | $41,983 | -35.7% | 1,209 | -33.0% | 0.01% | -36.8% |
| SHE | Buy | SPDR MSCI USA GENDER DIVERSITY ETFetf | $43,538 | -3.1% | 512 | +0.4% | 0.01% | -7.7% |
| ETV | EATON VANCE TAX-MANAGED BUY- W COMcef | $41,645 | -6.3% | 3,479 | 0.0% | 0.01% | -7.7% | |
| INTF | Sell | ISHARES INTERNATIONAL EQUITY FACTOR ETFetf | $40,042 | -16.6% | 1,549 | -13.5% | 0.01% | -21.4% |
| VAL | New | VALARIS LTD CL Astock | $37,490 | – | 500 | +100.0% | 0.01% | – |
| DGX | Buy | QUEST DIAGNOSTICS INC COMstock | $39,952 | -12.9% | 328 | +0.6% | 0.01% | -15.4% |
| BMI | BADGER METER INC COMstock | $38,413 | -2.5% | 267 | 0.0% | 0.01% | -8.3% | |
| WMT | WALMART INC COMstock | $39,528 | +1.8% | 247 | 0.0% | 0.01% | 0.0% | |
| CHRS | New | COHERUS BIOSCIENCES INC COMstock | $39,173 | – | 10,474 | +100.0% | 0.01% | – |
| NOW | New | SERVICENOW INC COMstock | $35,214 | – | 63 | +100.0% | 0.01% | – |
| EXG | Buy | EATON VANCE TAX-MANAGED GLOBAL COMcef | $33,970 | +351.4% | 4,609 | +385.2% | 0.01% | +400.0% |
| GSK PLC SPONSORED ADRadr | $35,598 | +1.7% | 982 | 0.0% | 0.01% | 0.0% | ||
| PRF | Buy | INVESCO FTSE RAFI US 1000 ETFetf | $36,593 | -2.8% | 1,150 | +400.0% | 0.01% | -9.1% |
| EEMS | ISHARES MSCI EMERGING MARKETS SMALL CAP ETFetf | $36,036 | +1.9% | 660 | 0.0% | 0.01% | 0.0% | |
| LW | LAMB WESTON HLDGS INC COMstock | $36,984 | -19.6% | 400 | 0.0% | 0.01% | -23.1% | |
| SLYG | Buy | SPDR S&P 600 SMALL CAP GROWTH ETFetf | $33,960 | -4.5% | 463 | +0.2% | 0.01% | 0.0% |
| VGK | Buy | VANGUARD FTSE EUROPE ETFetf | $36,797 | -5.7% | 635 | +0.5% | 0.01% | -9.1% |
| LNG | CHENIERE ENERGY INC COM NEWstock | $31,532 | +8.9% | 190 | 0.0% | 0.01% | +12.5% | |
| K | KELLANOVA COMstock | $33,281 | -11.7% | 559 | 0.0% | 0.01% | -18.2% | |
| GNRC | GENERAC HLDGS INC COMstock | $33,001 | -26.9% | 303 | 0.0% | 0.01% | -30.8% | |
| TRV | TRAVELERS COMPANIES INC COMstock | $32,989 | -6.0% | 202 | 0.0% | 0.01% | -10.0% | |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETFetf | $30,279 | -5.8% | 300 | 0.0% | 0.01% | 0.0% | |
| OXY | OCCIDENTAL PETE CORP COMstock | $32,440 | +10.3% | 500 | 0.0% | 0.01% | 0.0% | |
| MDT | New | MEDTRONIC PLC SHSstock | $31,344 | – | 400 | +100.0% | 0.01% | – |
| XLI | Buy | INDUSTRIAL SELECT SECTOR SPDR FUNDetf | $31,993 | -5.3% | 316 | +0.3% | 0.01% | -10.0% |
| VFH | VANGUARD FINANCIALS ETFetf | $32,048 | -1.1% | 399 | 0.0% | 0.01% | 0.0% | |
| EMMF | Sell | WISDOMTREE EMERGING MARKETS MULTIFACTOR FUNDetf | $32,536 | -64.1% | 1,414 | -64.6% | 0.01% | -66.7% |
| SYK | STRYKER CORPORATION COMstock | $28,693 | -10.4% | 105 | 0.0% | 0.01% | -11.1% | |
| IHI | ISHARES U.S. MEDICAL DEVICES ETFetf | $29,100 | -14.1% | 600 | 0.0% | 0.01% | -20.0% | |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFetf | $29,134 | -5.9% | 237 | 0.0% | 0.01% | -11.1% | |
| BNS | BANK NOVA SCOTIA HALIFAX COMstock | $29,634 | -8.9% | 650 | 0.0% | 0.01% | -20.0% | |
| GD | GENERAL DYNAMICS CORP COMstock | $29,831 | +2.7% | 135 | 0.0% | 0.01% | 0.0% | |
| IJR | ISHARES CORE S&P SMALL CAP ETFetf | $27,827 | -5.3% | 295 | 0.0% | 0.01% | -11.1% | |
| DRI | DARDEN RESTAURANTS INC COMstock | $28,644 | -14.3% | 200 | 0.0% | 0.01% | -20.0% | |
| DOW | DOW INC COMstock | $29,235 | -3.2% | 567 | 0.0% | 0.01% | -11.1% | |
| VT | VANGUARD TOTAL WORLD STOCK ETFetf | $27,954 | -3.9% | 300 | 0.0% | 0.01% | -11.1% | |
| MDYV | Sell | SPDR S&P 400 MID CAP VALUE ETFetf | $28,656 | -13.2% | 442 | -7.9% | 0.01% | -20.0% |
| PAYX | PAYCHEX INC COMstock | $22,951 | +3.1% | 199 | 0.0% | 0.01% | 0.0% | |
| PYPL | Sell | PAYPAL HLDGS INC COMstock | $23,296 | -23.6% | 399 | -12.7% | 0.01% | -22.2% |
| New | LIBERTY MEDIA CORP DEL COM LBTY SRM S Cstock | $25,460 | – | 1,000 | +100.0% | 0.01% | – | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $23,521 | -5.3% | 538 | 0.0% | 0.01% | 0.0% | |
| ETY | EATON VANCE TAX-MANAGED DIVERS COMcef | $25,538 | -7.4% | 2,213 | 0.0% | 0.01% | -12.5% | |
| KHC | KRAFT HEINZ CO COMstock | $25,915 | -5.2% | 770 | 0.0% | 0.01% | -12.5% | |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC COMstock | $25,388 | +2.3% | 2,239 | +1.4% | 0.01% | 0.0% |
| NKE | NIKE INC CL Bstock | $23,919 | -13.2% | 250 | 0.0% | 0.01% | -12.5% | |
| PNW | PINNACLE WEST CAP CORP COMstock | $25,788 | -9.6% | 350 | 0.0% | 0.01% | -12.5% | |
| MAIN | Buy | MAIN STR CAP CORP COMcef | $25,825 | +3.2% | 636 | +1.8% | 0.01% | 0.0% |
| SLYV | Sell | SPDR S&P 600 SMALL CAP VALUE ETFetf | $24,742 | -13.2% | 342 | -7.3% | 0.01% | -12.5% |
| WTRG | ESSENTIAL UTILS INC COMstock | $24,203 | -14.0% | 705 | 0.0% | 0.01% | -12.5% | |
| BABA | New | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $26,022 | – | 300 | +100.0% | 0.01% | – |
| TRNS | TRANSCAT INC COMstock | $24,493 | +14.8% | 250 | 0.0% | 0.01% | +16.7% | |
| MSCI | MSCI INC COMstock | $23,707 | +9.6% | 46 | 0.0% | 0.01% | +16.7% | |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC COMreit | $24,705 | -8.5% | 1,346 | +0.2% | 0.01% | -12.5% |
| SPYG | SPDR PORTFOLIO S&P 500 GROWTH ETFetf | $25,490 | -2.8% | 430 | 0.0% | 0.01% | -12.5% | |
| HYGH | ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETFetf | $24,742 | -0.6% | 297 | 0.0% | 0.01% | 0.0% | |
| IWR | New | ISHARES RUSSELL MIDCAP ETFetf | $22,991 | – | 332 | +100.0% | 0.01% | – |
| CONSTELLATION ENERGY CORP COMstock | $23,924 | +19.1% | 219 | 0.0% | 0.01% | +16.7% | ||
| LBTYK | LIBERTY GLOBAL PLC SHS CL Cstock | $23,107 | +4.4% | 1,245 | 0.0% | 0.01% | +16.7% | |
| VO | VANGUARD MID-CAP ETFetf | $21,865 | -5.4% | 105 | 0.0% | 0.01% | -14.3% | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETFetf | $21,051 | -4.7% | 620 | 0.0% | 0.01% | 0.0% | |
| WEC | Buy | WEC ENERGY GROUP INC COMstock | $20,536 | -8.4% | 255 | +0.4% | 0.01% | -14.3% |
| HEI | New | HEICO CORP NEW COMstock | $22,508 | – | 139 | +100.0% | 0.01% | – |
| SCHX | Buy | SCHWAB U.S. LARGE-CAP ETFetf | $21,565 | -3.0% | 426 | +0.2% | 0.01% | 0.0% |
| NXJ | NUVEEN NEW JERSEY QULT MUN FD COMcef | $21,795 | -7.8% | 2,060 | 0.0% | 0.01% | -14.3% | |
| SAGE | SAGE THERAPEUTICS INC COMstock | $20,580 | -56.2% | 1,000 | 0.0% | 0.01% | -57.1% | |
| CL | COLGATE PALMOLIVE CO COMstock | $19,982 | -7.7% | 281 | 0.0% | 0.01% | 0.0% | |
| DEO | DIAGEO PLC SPON ADR NEWadr | $20,145 | -14.0% | 135 | 0.0% | 0.01% | -14.3% | |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETFetf | $21,575 | -6.2% | 52 | 0.0% | 0.01% | -14.3% | |
| EME | EMCOR GROUP INC COMstock | $21,039 | +13.9% | 100 | 0.0% | 0.01% | +20.0% | |
| SGEN | SEAGEN INC COMstock | $19,730 | +10.2% | 93 | 0.0% | 0.01% | +20.0% | |
| THNQ | New | ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETFetf | $20,412 | – | 600 | +100.0% | 0.01% | – |
| EXC | EXELON CORP COMstock | $22,278 | -7.2% | 590 | 0.0% | 0.01% | -14.3% | |
| New | LIBERTY MEDIA CORP DEL COM LBTY ONE S Cstock | $19,625 | – | 315 | +100.0% | 0.01% | – | |
| PTY | Buy | PIMCO CORPORATE & INCOME OPPOR COMcef | $19,839 | -5.5% | 1,518 | +1.2% | 0.01% | 0.0% |
| F | FORD MTR CO DEL COMstock | $20,493 | -17.9% | 1,650 | 0.0% | 0.01% | -14.3% | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $20,677 | -5.3% | 146 | 0.0% | 0.01% | 0.0% | |
| PSLV | SPROTT PHYSICAL SILVER TR TR UNITcef | $18,950 | -2.7% | 2,500 | 0.0% | 0.01% | -16.7% | |
| VPL | Sell | VANGUARD FTSE PACIFIC ETFetf | $18,422 | -51.8% | 275 | -49.9% | 0.01% | -54.5% |
| GGN | GAMCO GLOBAL GOLD NAT RES & COM SH BEN INTcef | $16,166 | -2.1% | 4,417 | 0.0% | 0.01% | 0.0% | |
| MSI | MOTOROLA SOLUTIONS INC COM NEWstock | $19,057 | -7.2% | 70 | 0.0% | 0.01% | -16.7% | |
| New | LIBERTY MEDIA CORP DEL COM LBTY SRM S Astock | $16,034 | – | 630 | +100.0% | 0.01% | – | |
| MA | MASTERCARD INCORPORATED CL Astock | $17,471 | +0.8% | 44 | 0.0% | 0.01% | 0.0% | |
| HRL | HORMEL FOODS CORP COMstock | $16,581 | -5.4% | 436 | 0.0% | 0.01% | 0.0% | |
| WEN | WENDYS CO COMstock | $16,328 | -6.2% | 800 | 0.0% | 0.01% | 0.0% | |
| AVA | AVISTA CORP COMstock | $16,185 | -17.6% | 500 | 0.0% | 0.01% | -16.7% | |
| CMCSA | COMCAST CORP NEW CL Astock | $16,140 | +6.7% | 364 | 0.0% | 0.01% | +25.0% | |
| JOE | New | ST JOE CO COMstock | $16,299 | – | 300 | +100.0% | 0.01% | – |
| SCHW | Buy | SCHWAB CHARLES CORP COMstock | $17,727 | -2.9% | 323 | +0.3% | 0.01% | 0.0% |
| DVYE | ISHARES EMERGING MARKETS DIVIDEND ETFetf | $18,175 | -2.8% | 763 | 0.0% | 0.01% | 0.0% | |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETFetf | $16,815 | -4.0% | 350 | 0.0% | 0.01% | 0.0% | |
| WMB | Buy | WILLIAMS COS INC COMstock | $19,015 | +4.6% | 564 | +1.3% | 0.01% | 0.0% |
| VWO | Sell | VANGUARD FTSE EMERGING MARKETS ETFetf | $18,703 | -41.4% | 477 | -39.2% | 0.01% | -44.4% |
| SOXX | ISHARES SEMICONDUCTOR ETFetf | $14,210 | -6.6% | 30 | 0.0% | 0.00% | 0.0% | |
| ISCF | ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETFetf | $12,956 | -4.1% | 438 | 0.0% | 0.00% | 0.0% | |
| DHR | DANAHER CORPORATION COMstock | $12,431 | +3.5% | 50 | 0.0% | 0.00% | 0.0% | |
| CEF | SPROTT PHYSICAL GOLD & SILVER TR UNITcef | $15,588 | -3.9% | 900 | 0.0% | 0.00% | -20.0% | |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS Astock | $12,652 | -22.5% | 358 | 0.0% | 0.00% | -20.0% | |
| VALE | VALE S A SPONSORED ADSadr | $13,400 | -0.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PSF | COHEN & STEERS SELECT PFD & IN COMcef | $12,663 | -0.4% | 700 | 0.0% | 0.00% | 0.0% | |
| CACI | CACI INTL INC CL Astock | $15,069 | -7.9% | 48 | 0.0% | 0.00% | -20.0% | |
| XEL | XCEL ENERGY INC COMstock | $14,305 | -8.0% | 250 | 0.0% | 0.00% | -20.0% | |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFetf | $15,563 | -3.7% | 165 | 0.0% | 0.00% | -20.0% | |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFetf | $12,901 | -1.8% | 175 | 0.0% | 0.00% | 0.0% | |
| New | ON HLDG AG NAMEN AKT Astock | $13,910 | – | 500 | +100.0% | 0.00% | – | |
| MAR | MARRIOTT INTL INC NEW CL Astock | $13,332 | +7.0% | 68 | 0.0% | 0.00% | 0.0% | |
| BK | Buy | BANK NEW YORK MELLON CORP COMstock | $14,491 | -3.8% | 340 | +0.6% | 0.00% | 0.0% |
| NMTC | NEUROONE MED TECHNOLOGIES CORP COM NEWstock | $14,988 | -25.8% | 16,833 | 0.0% | 0.00% | -33.3% | |
| NMRK | NEWMARK GROUP INC CL Astock | $12,860 | +3.4% | 2,000 | 0.0% | 0.00% | 0.0% | |
| NVS | NOVARTIS AG SPONSORED ADRadr | $14,057 | +0.9% | 138 | 0.0% | 0.00% | 0.0% | |
| GM | GENERAL MTRS CO COMstock | $14,446 | -14.5% | 438 | 0.0% | 0.00% | -20.0% | |
| OBELF | OBSIDIAN ENERGY LTD COMstock | $12,503 | +41.0% | 1,521 | 0.0% | 0.00% | +33.3% | |
| IWN | New | ISHARES RUSSELL 2000 VALUE ETFetf | $12,742 | – | 94 | +100.0% | 0.00% | – |
| BHP | Buy | BHP GROUP LTD SPONSORED ADSadr | $13,413 | -2.0% | 236 | +3.1% | 0.00% | 0.0% |
| OGN | Sell | ORGANON & CO COMMON STOCKstock | $14,131 | -26.3% | 814 | -11.6% | 0.00% | -33.3% |
| PPL | PPL CORP COMstock | $14,419 | -11.0% | 612 | 0.0% | 0.00% | -20.0% | |
| IWF | New | ISHARES RUSSELL 1000 GROWTH ETFetf | $12,502 | – | 47 | +100.0% | 0.00% | – |
| VIAC | PARAMOUNT GLOBAL CLASS B COMstock | $13,158 | -18.9% | 1,020 | 0.0% | 0.00% | -20.0% | |
| IWD | New | ISHARES RUSSELL 1000 VALUE ETFetf | $12,753 | – | 84 | +100.0% | 0.00% | – |
| STPZ | Sell | PIMCO 1-5 YEAR US TIPS INDEX ETFetf | $15,454 | -49.9% | 309 | -49.7% | 0.00% | -55.6% |
| PRU | PRUDENTIAL FINL INC COMstock | $12,964 | +7.6% | 137 | 0.0% | 0.00% | 0.0% | |
| RJF | RAYMOND JAMES FINL INC COMstock | $14,562 | -3.2% | 145 | 0.0% | 0.00% | 0.0% | |
| KOMP | SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETFetf | $15,842 | -11.2% | 400 | 0.0% | 0.00% | -20.0% | |
| LH | LABORATORY CORP AMER HLDGS COM NEWstock | $13,671 | -16.7% | 68 | 0.0% | 0.00% | -20.0% | |
| LBTYA | LIBERTY GLOBAL PLC SHS CL Astock | $13,799 | +1.5% | 806 | 0.0% | 0.00% | 0.0% | |
| LBRDA | LIBERTY BROADBAND CORP COM SER Astock | $14,273 | +14.0% | 157 | 0.0% | 0.00% | 0.0% | |
| FFC | FLAHERTY & CRUMRINE PFD SECS I COMcef | $11,025 | -5.6% | 850 | 0.0% | 0.00% | 0.0% | |
| GNSS | GENASYS INC COMstock | $10,050 | -22.7% | 5,000 | 0.0% | 0.00% | -25.0% | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKstock | $11,568 | -16.2% | 170 | 0.0% | 0.00% | -25.0% | ||
| DOV | DOVER CORP COMstock | $8,898 | -5.5% | 64 | 0.0% | 0.00% | 0.0% | |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETFetf | $11,246 | -6.4% | 191 | 0.0% | 0.00% | -25.0% | |
| BME | BLACKROCK HEALTH SCIENCES TR COMcef | $9,200 | -3.7% | 235 | 0.0% | 0.00% | 0.0% | |
| New | LIBERTY MEDIA CORP DEL COM LBTY ONE S Astock | $8,877 | – | 157 | +100.0% | 0.00% | – | |
| DLTH | DULUTH HLDGS INC COM CL Bstock | $11,419 | -4.3% | 1,900 | 0.0% | 0.00% | 0.0% | |
| FE | FIRSTENERGY CORP COMstock | $9,781 | -12.0% | 286 | 0.0% | 0.00% | 0.0% | |
| ARDC | ARES DYNAMIC CR ALLOCATION FD COMcef | $10,320 | +4.6% | 800 | 0.0% | 0.00% | 0.0% | |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDetf | $11,217 | -6.7% | 300 | 0.0% | 0.00% | -25.0% | |
| FNF | FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMstock | $10,735 | +14.7% | 260 | 0.0% | 0.00% | 0.0% | |
| LYFT | LYFT INC CL A COMstock | $9,486 | +9.9% | 900 | 0.0% | 0.00% | 0.0% | |
| COLD | Buy | AMERICOLD REALTY TRUST INC COMreit | $10,681 | -5.2% | 351 | +0.6% | 0.00% | 0.0% |
| MQY | BLACKROCK MUNIYILD QULT FD INC COMcef | $10,230 | -11.6% | 1,000 | 0.0% | 0.00% | 0.0% | |
| RIO | Buy | RIO TINTO PLC SPONSORED ADRadr | $11,274 | +2.4% | 177 | +2.9% | 0.00% | 0.0% |
| IRBO | ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETFetf | $9,773 | -7.6% | 320 | 0.0% | 0.00% | 0.0% | |
| EMR | EMERSON ELEC CO COMstock | $10,853 | +6.8% | 112 | 0.0% | 0.00% | 0.0% | |
| AB | Buy | ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNstock | $11,107 | -3.8% | 366 | +1.9% | 0.00% | 0.0% |
| CC | CHEMOURS CO COMstock | $10,379 | -24.0% | 370 | 0.0% | 0.00% | -25.0% | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $11,095 | -0.7% | 148 | 0.0% | 0.00% | 0.0% | |
| PTA | COHEN & STEERS TAX ADVAN PFD S COMcef | $12,229 | +0.2% | 700 | 0.0% | 0.00% | -25.0% | |
| XHB | Sell | SPDR S&P HOMEBUILDERS ETFetf | $11,486 | -42.8% | 150 | -40.0% | 0.00% | -50.0% |
| COG | COTERRA ENERGY INC COMstock | $10,820 | +6.9% | 400 | 0.0% | 0.00% | 0.0% | |
| AMD | ADVANCED MICRO DEVICES INC COMstock | $10,282 | -9.7% | 100 | 0.0% | 0.00% | 0.0% | |
| TGH | TEXTAINER GROUP HOLDINGS LTD SHSstock | $11,175 | -5.4% | 300 | 0.0% | 0.00% | 0.0% | |
| HALEON PLC SPON ADSadr | $9,580 | -0.6% | 1,150 | 0.0% | 0.00% | 0.0% | ||
| HRI | Buy | HERC HLDGS INC COMstock | $12,330 | -12.7% | 104 | +1.0% | 0.00% | -25.0% |
| HFRO | HIGHLAND OPPORTUNITIES HIGHLAND INCOMEcef | $9,045 | -11.0% | 1,125 | 0.0% | 0.00% | 0.0% | |
| TJX | TJX COS INC NEW COMstock | $10,399 | +4.8% | 117 | 0.0% | 0.00% | 0.0% | |
| GPN | GLOBAL PMTS INC COMstock | $6,577 | +17.1% | 57 | 0.0% | 0.00% | 0.0% | |
| IXJ | ISHARES GLOBAL HEALTHCARE ETFetf | $8,456 | -3.0% | 103 | 0.0% | 0.00% | -33.3% | |
| EXPE | EXPEDIA GROUP INC COM NEWstock | $6,596 | -5.8% | 64 | 0.0% | 0.00% | 0.0% | |
| LTHM | LIVENT CORP COMstock | $7,272 | -32.9% | 395 | 0.0% | 0.00% | -33.3% | |
| META | ROUNDHILL BALL METAVERSE ETFetf | $6,974 | -8.7% | 736 | 0.0% | 0.00% | 0.0% | |
| JFR | New | NUVEEN FLOATING RATE INCOME FD COMcef | $8,423 | – | 1,026 | +100.0% | 0.00% | – |
| OC | OWENS CORNING NEW COMstock | $8,547 | +4.5% | 63 | 0.0% | 0.00% | 0.0% | |
| BST | BLACKROCK SCIENCE & TECHNOLOGY SHScef | $5,811 | -8.8% | 185 | 0.0% | 0.00% | 0.0% | |
| VTEB | Buy | VANGUARD TAX-EXEMPT BOND ETFetf | $5,387 | -3.5% | 112 | +0.9% | 0.00% | 0.0% |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $7,692 | -0.1% | 95 | 0.0% | 0.00% | 0.0% | |
| SNDR | SCHNEIDER NATIONAL INC CL Bstock | $6,435 | -3.3% | 232 | 0.0% | 0.00% | 0.0% | |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETFetf | $7,416 | -14.0% | 300 | 0.0% | 0.00% | -33.3% | |
| OFC | COPT DEFENSE PROPERTIES SHS BEN INTreit | $6,553 | +0.3% | 275 | 0.0% | 0.00% | 0.0% | |
| TWLO | TWILIO INC CL Astock | $5,853 | -8.0% | 100 | 0.0% | 0.00% | 0.0% | |
| CTVA | CORTEVA INC COMstock | $5,798 | -10.5% | 113 | 0.0% | 0.00% | 0.0% | |
| C | CITIGROUP INC COM NEWstock | $7,691 | -10.7% | 187 | 0.0% | 0.00% | -33.3% | |
| ICUI | ICU MED INC COMstock | $6,427 | -33.2% | 54 | 0.0% | 0.00% | -33.3% | |
| TRMB | TRIMBLE INC COMstock | $5,386 | +1.7% | 100 | 0.0% | 0.00% | 0.0% | |
| NRGX | Sell | PIMCO ENERGY & TACTICAL CR OPP COM SHS BEN INTcef | $7,793 | -95.5% | 393 | -96.4% | 0.00% | -96.1% |
| MCHP | MICROCHIP TECHNOLOGY INC. COMstock | $5,358 | -12.9% | 69 | 0.0% | 0.00% | 0.0% | |
| EPC | EDGEWELL PERS CARE CO COMstock | $5,766 | -10.5% | 156 | 0.0% | 0.00% | 0.0% | |
| MERC | New | MERCER INTL INC COMstock | $8,580 | – | 1,000 | +100.0% | 0.00% | – |
| ALB | ALBEMARLE CORP COMstock | $6,885 | -23.7% | 40 | 0.0% | 0.00% | -33.3% | |
| FTNT | FORTINET INC COMstock | $7,628 | -22.4% | 130 | 0.0% | 0.00% | -33.3% | |
| WFC | Buy | WELLS FARGO CO NEW COMstock | $7,927 | -3.5% | 194 | +0.5% | 0.00% | 0.0% |
| MMS | MAXIMUS INC COMstock | $6,945 | -11.6% | 93 | 0.0% | 0.00% | 0.0% | |
| New | LIBERTY MEDIA CORP DEL COM LBTY LIV S Cstock | $8,458 | – | 263 | +100.0% | 0.00% | – | |
| MPX | MARINE PRODS CORP COMstock | $7,105 | -15.7% | 500 | 0.0% | 0.00% | 0.0% | |
| SCHC | Sell | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $6,873 | -17.3% | 213 | -13.4% | 0.00% | 0.0% |
| MFEM | PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETFetf | $7,034 | -2.6% | 388 | 0.0% | 0.00% | 0.0% | |
| WY | WEYERHAEUSER CO MTN BE COM NEWreit | $7,665 | -8.5% | 250 | 0.0% | 0.00% | 0.0% | |
| EFA | ISHARES MSCI EAFE ETFetf | $6,892 | -4.9% | 100 | 0.0% | 0.00% | 0.0% | |
| DD | DUPONT DE NEMOURS INC COMstock | $7,608 | +4.4% | 102 | 0.0% | 0.00% | 0.0% | |
| IWO | New | ISHARES RUSSELL 2000 GROWTH ETFetf | $6,276 | – | 28 | +100.0% | 0.00% | – |
| SCHH | Sell | SCHWAB U.S. REIT ETFetf | $6,767 | -19.2% | 381 | -11.2% | 0.00% | 0.0% |
| CME | CME GROUP INC COMstock | $8,491 | +8.7% | 42 | 0.0% | 0.00% | 0.0% | |
| APTV | APTIV PLC SHSstock | $6,408 | -3.4% | 65 | 0.0% | 0.00% | 0.0% | |
| TFX | Sell | TELEFLEX INCORPORATED COMstock | $7,660 | -35.4% | 39 | -20.4% | 0.00% | -33.3% |
| TPR | TAPESTRY INC COMstock | $6,095 | -32.8% | 212 | 0.0% | 0.00% | -33.3% | |
| COM | DIREXION AUSPICE BROAD COMMODITY STRATEGY ETFetf | $5,938 | +0.9% | 200 | 0.0% | 0.00% | 0.0% | |
| CRWD | CROWDSTRIKE HLDGS INC CL Astock | $6,695 | +14.0% | 40 | 0.0% | 0.00% | 0.0% | |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETFetf | $5,299 | -9.2% | 50 | 0.0% | 0.00% | 0.0% | |
| GILD | GILEAD SCIENCES INC COMstock | $7,494 | -2.8% | 100 | 0.0% | 0.00% | 0.0% | |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFetf | $4,741 | -4.2% | 79 | 0.0% | 0.00% | 0.0% | |
| SLV | ISHARES SILVER TRUSTetf | $2,034 | -2.6% | 100 | 0.0% | 0.00% | 0.0% | |
| AOM | ISHARES CORE MODERATE ALLOCATION ETFetf | $2,258 | -3.7% | 58 | 0.0% | 0.00% | 0.0% | |
| AOA | ISHARES CORE AGGRESSIVE ALLOCATION ETFetf | $4,000 | -4.3% | 63 | 0.0% | 0.00% | 0.0% | |
| KMB | Sell | KIMBERLY-CLARK CORP COMstock | $2,266 | -63.2% | 19 | -57.8% | 0.00% | -50.0% |
| New | LIBERTY MEDIA CORP DEL COM LBTY LIV S Astock | $5,242 | – | 164 | +100.0% | 0.00% | – | |
| IXC | ISHARES GLOBAL ENERGY ETFetf | $2,187 | +10.8% | 53 | 0.0% | 0.00% | 0.0% | |
| New | LITHIUM AMERICAS ARGENTINA COR COM SHSstock | $5,103 | – | 300 | +100.0% | 0.00% | – | |
| DVY | ISHARES SELECT DIVIDEND ETFetf | $3,229 | -5.0% | 30 | 0.0% | 0.00% | 0.0% | |
| ACWV | Sell | ISHARES MSCI GLOBAL MIN VOL FACTOR ETFetf | $3,817 | -48.3% | 40 | -46.7% | 0.00% | -50.0% |
| MSGS | MADISON SQUARE GRDN SPRT CORP CL Astock | $1,763 | -6.3% | 10 | 0.0% | 0.00% | 0.0% | |
| CEMB | ISHARES J.P. MORGAN EM CORPORATE BOND ETFetf | $2,537 | -2.5% | 60 | 0.0% | 0.00% | 0.0% | |
| MET | METLIFE INC COMstock | $3,649 | +11.3% | 58 | 0.0% | 0.00% | 0.0% | |
| NIO | NIO INC SPON ADSadr | $2,260 | -6.7% | 250 | 0.0% | 0.00% | 0.0% | |
| NRG | NRG ENERGY INC COM NEWstock | $3,621 | +3.0% | 94 | 0.0% | 0.00% | 0.0% | |
| GPC | GENUINE PARTS CO COMstock | $1,909 | -14.7% | 13 | 0.0% | 0.00% | 0.0% | |
| OXYWS | OCCIDENTAL PETE CORP WT EXP 080327stock | $2,682 | +15.9% | 62 | 0.0% | 0.00% | 0.0% | |
| PRAA | PRA GROUP INC COMstock | $1,921 | -15.9% | 100 | 0.0% | 0.00% | 0.0% | |
| New | FORTREA HLDGS INC COMMON STOCKstock | $1,944 | – | 68 | +100.0% | 0.00% | – | |
| PCN | PIMCO CORPORATE & INCM STRG FD COMcef | $3,355 | -7.2% | 276 | 0.0% | 0.00% | 0.0% | |
| KNG | Sell | FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFetf | $5,232 | -74.4% | 106 | -72.6% | 0.00% | -83.3% |
| QCLN | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUNDetf | $5,116 | -16.7% | 120 | 0.0% | 0.00% | -50.0% | |
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETFetf | $4,687 | -9.3% | 206 | 0.0% | 0.00% | -50.0% | |
| FDHY | FIDELITY HIGH YIELD FACTOR ETFetf | $5,073 | -1.8% | 111 | 0.0% | 0.00% | -50.0% | |
| FB | Sell | META PLATFORMS INC CL Astock | $2,402 | -99.5% | 8 | -99.5% | 0.00% | -99.3% |
| EA | ELECTRONIC ARTS INC COMstock | $2,408 | -7.2% | 20 | 0.0% | 0.00% | 0.0% | |
| EBAY | Sell | EBAY INC. COMstock | $2,700 | -49.7% | 61 | -49.2% | 0.00% | -50.0% |
| ITEQ | BLUESTAR ISRAEL TECHNOLOGY ETF BLUESTAR ISRAEL TECHNOLOGY FUNDetf | $5,153 | -10.8% | 125 | 0.0% | 0.00% | -50.0% | |
| CRM | SALESFORCE INC COMstock | $4,258 | -4.0% | 21 | 0.0% | 0.00% | 0.0% | |
| MJ | ETFMG ALTERNATIVE HARVEST ETFMG ALTERNATIVE HARVESTetf | $4,380 | +22.1% | 1,200 | 0.0% | 0.00% | 0.0% | |
| JETS | U.S. GLOBAL JETS ETFetf | $4,258 | -20.5% | 250 | 0.0% | 0.00% | -50.0% | |
| D | DOMINION ENERGY INC COMstock | $2,468 | -13.8% | 55 | 0.0% | 0.00% | 0.0% | |
| SMG | SCOTTS MIRACLE-GRO CO CL Astock | $3,120 | -16.6% | 60 | 0.0% | 0.00% | 0.0% | |
| SPXS | Buy | DIREXION DAILY S&P 500 BEAR 3X SHARESetf | $4,893 | +14.0% | 310 | +1.0% | 0.00% | 0.0% |
| SKX | SKECHERS U S A INC CL Astock | $4,895 | -7.0% | 100 | 0.0% | 0.00% | -50.0% | |
| CBRL | CRACKER BARREL OLD CTRY STORE COMstock | $3,360 | -27.9% | 50 | 0.0% | 0.00% | 0.0% | |
| CPNG | COUPANG INC CL Astock | $3,740 | -2.3% | 220 | 0.0% | 0.00% | 0.0% | |
| TU | TELUS CORPORATION COMstock | $3,677 | -16.0% | 225 | 0.0% | 0.00% | 0.0% | |
| TD | TORONTO DOMINION BK ONT COM NEWstock | $2,832 | -2.8% | 47 | 0.0% | 0.00% | 0.0% | |
| CTXR | CITIUS PHARMACEUTICALS INC COM NEWstock | $2,738 | -43.0% | 4,000 | 0.0% | 0.00% | 0.0% | |
| HYD | VANECK HIGH YIELD MUNI ETFetf | $1,786 | -3.4% | 36 | 0.0% | 0.00% | 0.0% | |
| BROOKFIELD BUSINESS CORP CL A EXC SUB VTGstock | $2,929 | -4.2% | 162 | 0.0% | 0.00% | 0.0% | ||
| BXP | BOSTON PROPERTIES INC COMreit | $2,379 | +3.3% | 40 | 0.0% | 0.00% | 0.0% | |
| BTCY | Sell | BIOTRICITY INC COM NEWstock | $1,785 | -44.0% | 834 | -83.3% | 0.00% | 0.0% |
| VTRS | VIATRIS INC COMstock | $4,107 | -1.2% | 417 | 0.0% | 0.00% | 0.0% | |
| New | ATLANTA BRAVES HLDGS INC COM SER Cstock | $4,990 | – | 140 | +100.0% | 0.00% | – | |
| WELL | WELLTOWER INC COMreit | $3,031 | +1.3% | 37 | 0.0% | 0.00% | 0.0% | |
| WCC | WESCO INTL INC COMstock | $2,167 | -19.7% | 15 | 0.0% | 0.00% | 0.0% | |
| WSM | WILLIAMS SONOMA INC COMstock | $4,973 | +24.2% | 32 | 0.0% | 0.00% | 0.0% | |
| AMAT | APPLIED MATLS INC COMstock | $4,015 | -4.2% | 29 | 0.0% | 0.00% | 0.0% | |
| ALL | ALLSTATE CORP COMstock | $2,228 | +2.2% | 20 | 0.0% | 0.00% | 0.0% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $4,196 | +3.0% | 60 | 0.0% | 0.00% | 0.0% | |
| ARGO | ARGO GROUP INTL HLDGS LTD COMstock | $2,298 | +0.8% | 77 | 0.0% | 0.00% | 0.0% | |
| BBU | BROOKFIELD BUSINESS PARTNERS L UNIT LTD L Pstock | $4,925 | -11.8% | 324 | 0.0% | 0.00% | -50.0% | |
| BROOKFIELD REINS LTD CL A EXCH LT VTGstock | $2,046 | -7.0% | 65 | 0.0% | 0.00% | 0.0% | ||
| ALGN | ALIGN TECHNOLOGY INC COMstock | $4,580 | -13.7% | 15 | 0.0% | 0.00% | -50.0% | |
| GOLF | ACUSHNET HLDGS CORP COMstock | $3,395 | -3.0% | 64 | 0.0% | 0.00% | 0.0% | |
| LILAK | LIBERTY LATIN AMERICA LTD COM CL Cstock | $1,763 | -5.3% | 216 | 0.0% | 0.00% | 0.0% | |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETFetf | $2,098 | -6.9% | 40 | 0.0% | 0.00% | 0.0% | |
| IUSB | Buy | ISHARES CORE TOTAL USD BOND MARKET ETFetf | $3,712 | -3.0% | 85 | +1.2% | 0.00% | 0.0% |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETFetf | $2,906 | -1.0% | 60 | 0.0% | 0.00% | 0.0% | |
| EMBECTA CORP COMMON STOCKstock | $1,505 | -30.3% | 100 | 0.0% | 0.00% | -100.0% | ||
| BIGZ | Buy | BLACKROCK INNOVATION AND GRW SHS BEN INTcef | $80 | – | 11 | +100.0% | 0.00% | – |
| VREX | VAREX IMAGING CORP COMstock | $489 | -20.2% | 26 | 0.0% | 0.00% | – | |
| Exit | POLARITYTE INC COM NEWstock | $0 | – | -40 | -100.0% | 0.00% | – | |
| RWO | Sell | SPDR DOW JONES GLOBAL REAL ESTATE ETFetf | $1,110 | -20.0% | 29 | -14.7% | 0.00% | – |
| RICEBRAN TECHNOLOGIES COMstock | $0 | -100.0% | 1 | 0.0% | 0.00% | – | ||
| FLR | FLUOR CORP NEW COMstock | $514 | +24.2% | 14 | 0.0% | 0.00% | – | |
| VTI | VANGUARD TOTAL STOCK MARKET ETFetf | $437 | -3.1% | 2 | 0.0% | 0.00% | – | |
| PBRA | PETROLEO BRASILEIRO SA PETROBR SP ADR NON VTGadr | $137 | +10.5% | 10 | 0.0% | 0.00% | – | |
| FL | Exit | FOOT LOCKER INC COMstock | $0 | – | -50 | -100.0% | 0.00% | – |
| VIAV | VIAVI SOLUTIONS INC COMstock | $740 | -19.4% | 81 | 0.0% | 0.00% | – | |
| FUL | FULLER H B CO COMstock | $1,044 | -3.8% | 15 | 0.0% | 0.00% | – | |
| KTB | KONTOOR BRANDS INC COMstock | $590 | +5.5% | 13 | 0.0% | 0.00% | – | |
| PRTG | PORTAGE BIOTECH INC COMstock | $314 | -40.1% | 150 | 0.0% | 0.00% | – | |
| Sell | JACOBS SOLUTIONS INC COMstock | $26 | -100.0% | 0 | -100.0% | 0.00% | -100.0% | |
| EFAV | Sell | ISHARES MSCI EAFE MIN VOL FACTOR ETFetf | $717 | -46.9% | 11 | -45.0% | 0.00% | – |
| AMCX | AMC NETWORKS INC CL Astock | $365 | -1.4% | 31 | 0.0% | 0.00% | – | |
| IFGL | ISHARES INTERNATIONAL DEVELOPED REAL ESTATE ETFetf | $285 | -4.4% | 15 | 0.0% | 0.00% | – | |
| SSYS | STRATASYS LTD SHSstock | $204 | -23.3% | 15 | 0.0% | 0.00% | – | |
| VJET | Exit | VOXELJET AG ADSadr | $0 | – | -13 | -100.0% | 0.00% | – |
| CGC | CANOPY GROWTH CORP COMstock | $90 | +100.0% | 115 | 0.0% | 0.00% | – | |
| CLNE | CLEAN ENERGY FUELS CORP COMstock | $383 | -22.8% | 100 | 0.0% | 0.00% | – | |
| VFC | Buy | V F CORP COMstock | $1,757 | -5.9% | 99 | +1.0% | 0.00% | -100.0% |
| TDUP | THREDUP INC CL Astock | $401 | +64.3% | 100 | 0.0% | 0.00% | – | |
| GDX | VANECK GOLD MINERS ETFetf | $942 | -10.6% | 35 | 0.0% | 0.00% | – | |
| CMPS | COMPASS PATHWAYS PLC SPONSORED ADSadr | $740 | -10.6% | 100 | 0.0% | 0.00% | – | |
| GDXJ | VANECK JUNIOR GOLD MINERS ETFetf | $483 | -9.7% | 15 | 0.0% | 0.00% | – | |
| TXG | 10X GENOMICS INC CL A COMstock | $371 | -26.2% | 9 | 0.0% | 0.00% | – | |
| TDOC | TELADOC HEALTH INC COMstock | $372 | -26.5% | 20 | 0.0% | 0.00% | – | |
| VOOG | VANGUARD S&P 500 GROWTH ETFetf | $501 | -2.5% | 2 | 0.0% | 0.00% | – | |
| BDN | BRANDYWINE RLTY TR SH BEN INT NEWreit | $908 | -2.4% | 200 | 0.0% | 0.00% | – | |
| SU | SUNCOR ENERGY INC NEW COMstock | $159 | +16.9% | 5 | 0.0% | 0.00% | – | |
| CYTH | CYCLO THERAPEUTICS INC COM NEWstock | $426 | -10.7% | 300 | 0.0% | 0.00% | – | |
| DM | DESKTOP METAL INC COM CL Astock | $93 | -17.7% | 64 | 0.0% | 0.00% | – | |
| DOCN | DIGITALOCEAN HLDGS INC COMstock | $961 | -40.2% | 40 | 0.0% | 0.00% | – | |
| SPLG | Buy | SPDR PORTFOLIO S&P 500 ETFetf | $302 | +45.2% | 6 | +50.0% | 0.00% | – |
| KRE | SPDR S&P REGIONAL BANKING ETFetf | $1,507 | +2.3% | 36 | 0.0% | 0.00% | – | |
| VWE | New | VINTAGE WINE ESTATES INC COMstock | $1,138 | – | 2,000 | +100.0% | 0.00% | – |
| ONVO | ORGANOVO HLDGS INC COM NEWstock | $13 | -23.5% | 10 | 0.0% | 0.00% | – | |
| VOD | VODAFONE GROUP PLC NEW SPONSORED ADRadr | $853 | +0.2% | 90 | 0.0% | 0.00% | – | |
| VJET | New | VOXELJET AG ADSadr | $14 | – | 13 | +100.0% | 0.00% | – |
| BEEM | BEAM GLOBAL COMstock | $1,107 | -28.7% | 150 | 0.0% | 0.00% | – | |
| GOLD | BARRICK GOLD CORP COMstock | $946 | -14.0% | 65 | 0.0% | 0.00% | – | |
| OMC | OMNICOM GROUP INC COMstock | $1,635 | -21.2% | 22 | 0.0% | 0.00% | -100.0% | |
| WAB | WABTEC COMstock | $213 | -2.7% | 2 | 0.0% | 0.00% | – | |
| OI | O-I GLASS INC COMstock | $452 | -21.5% | 27 | 0.0% | 0.00% | – | |
| NKTR | NEKTAR THERAPEUTICS COMstock | $60 | +3.4% | 100 | 0.0% | 0.00% | – | |
| MIND MEDICINE MINDMED INC COM NEWstock | $313 | -12.3% | 100 | 0.0% | 0.00% | – | ||
| BATRA | Exit | LIBERTY MEDIA CORP DEL COM A BRAVES GRPstock | $0 | – | -13 | -100.0% | 0.00% | – |
| PGX | Sell | INVESCO PREFERRED ETFetf | $1,098 | -91.2% | 100 | -90.9% | 0.00% | -100.0% |
| IIPR | Exit | INNOVATIVE INDL PPTYS INC COMreit | $0 | – | -21 | -100.0% | 0.00% | – |
| IRDM | IRIDIUM COMMUNICATIONS INC COMstock | $1,137 | -26.8% | 25 | 0.0% | 0.00% | – | |
| Exit | BELLICUM PHARMACEUTICALS INC COM NEWstock | $0 | – | -100 | -100.0% | 0.00% | – | |
| New | ATLANTA BRAVES HLDGS INC COM SER Astock | $508 | – | 13 | +100.0% | 0.00% | – | |
| MSGE | SPHERE ENTERTAINMENT CO CL Astock | $595 | +35.8% | 16 | 0.0% | 0.00% | – | |
| New | MADISON SQUARE GARDEN ENTMT COM CL Astock | $527 | – | 16 | +100.0% | 0.00% | – | |
| CLI | VERIS RESIDENTIAL INC COMreit | $875 | +2.8% | 53 | 0.0% | 0.00% | – | |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDetf | $562 | -2.1% | 15 | 0.0% | 0.00% | – | |
| ARCHER AVIATION INC COM CL Astock | $506 | +22.8% | 100 | 0.0% | 0.00% | – | ||
| APRE | APREA THERAPEUTICS INC COM NEWstock | $417 | +32.4% | 100 | 0.0% | 0.00% | – | |
| AAOI | APPLIED OPTOELECTRONICS INC COMstock | $274 | +83.9% | 25 | 0.0% | 0.00% | – | |
| PAA | Exit | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTNstock | $0 | – | -92 | -100.0% | 0.00% | – |
| BUD | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $387 | -2.5% | 7 | 0.0% | 0.00% | – | |
| LITE | LUMENTUM HLDGS INC COMstock | $723 | -20.4% | 16 | 0.0% | 0.00% | – | |
| LUMN | LUMEN TECHNOLOGIES INC COMstock | $30 | -36.2% | 21 | 0.0% | 0.00% | – | |
| WOPEY | WOODSIDE ENERGY GROUP LTD SPONSORED ADRadr | $1,747 | +0.5% | 75 | 0.0% | 0.00% | -100.0% | |
| LNC | LINCOLN NATL CORP IND COMstock | $1,062 | -4.2% | 43 | 0.0% | 0.00% | – | |
| AAL | AMERICAN AIRLS GROUP INC COMstock | $26 | -27.8% | 2 | 0.0% | 0.00% | – | |
| LIGHTNING EMOTORS INC COMstock | $188 | -84.4% | 335 | 0.0% | 0.00% | – | ||
| LTRPA | LIBERTY TRIPADVISOR HLDGS INC COM SER Astock | $90 | -25.0% | 184 | 0.0% | 0.00% | – | |
| LDOS | Sell | LEIDOS HOLDINGS INC COMstock | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| AGEN | AGENUS INC COM NEWstock | $18 | -30.8% | 16 | 0.0% | 0.00% | – | |
| LVS | LAS VEGAS SANDS CORP COMstock | $1,559 | -21.0% | 34 | 0.0% | 0.00% | -100.0% | |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETFetf | $1,356 | -5.0% | 13 | 0.0% | 0.00% | – | |
| Sell | KYNDRYL HLDGS INC COMMON STOCKstock | $1,601 | -71.7% | 106 | -75.1% | 0.00% | -100.0% | |
| BATRK | Exit | LIBERTY MEDIA CORP DEL COM C BRAVES GRPstock | $0 | – | -126 | -100.0% | -0.00% | – |
| DRIV | Exit | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETFetf | $0 | – | -91 | -100.0% | -0.00% | – |
| LIT | Exit | GLOBAL X LITHIUM & BATTERY TECH ETFetf | $0 | – | -36 | -100.0% | -0.00% | – |
| GOOD | Exit | GLADSTONE COMMERCIAL CORP COMreit | $0 | – | -250 | -100.0% | -0.00% | – |
| FDD | Exit | FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUNDetf | $0 | – | -320 | -100.0% | -0.00% | – |
| MUA | Exit | BLACKROCK MUNIASSETS FD INC COMcef | $0 | – | -361 | -100.0% | -0.00% | – |
| PSK | Exit | SPDR ICE PREFERRED SECURITIES ETFetf | $0 | – | -251 | -100.0% | -0.00% | – |
| LAC | Exit | LITHIUM AMERS CORP NEW COM NEWstock | $0 | – | -300 | -100.0% | -0.00% | – |
| TDIV | Exit | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUNDetf | $0 | – | -125 | -100.0% | -0.00% | – |
| JRO | Exit | NUVEEN FLOATING RATE INCOME OP COM SHScef | $0 | – | -1,040 | -100.0% | -0.00% | – |
| FWONA | Exit | LIBERTY MEDIA CORP DEL COM SER A FRMLAstock | $0 | – | -157 | -100.0% | -0.00% | – |
| PBW | Exit | INVESCO WILDERHILL CLEAN ENERGY ETFetf | $0 | – | -250 | -100.0% | -0.00% | – |
| LSXMA | Exit | LIBERTY MEDIA CORP DEL COM A SIRIUSXMstock | $0 | – | -630 | -100.0% | -0.01% | – |
| FWONK | Exit | LIBERTY MEDIA CORP DEL COM SER C FRMLAstock | $0 | – | -315 | -100.0% | -0.01% | – |
| FLRN | Exit | SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETFetf | $0 | – | -1,074 | -100.0% | -0.01% | – |
| KMI | Exit | KINDER MORGAN INC DEL COMstock | $0 | – | -2,000 | -100.0% | -0.01% | – |
| LSXMK | Exit | LIBERTY MEDIA CORP DEL COM C SIRIUSXMstock | $0 | – | -1,000 | -100.0% | -0.01% | – |
| TTD | Exit | THE TRADE DESK INC COM CL Astock | $0 | – | -640 | -100.0% | -0.01% | – |
| DG | Exit | DOLLAR GEN CORP NEW COMstock | $0 | – | -618 | -100.0% | -0.03% | – |
| Exit | PRINCETON BANCORP INC COMstock | $0 | – | -5,100 | -100.0% | -0.04% | – | |
| VTV | Exit | VANGUARD VALUE ETFetf | $0 | – | -2,000 | -100.0% | -0.08% | – |
| FNDC | Exit | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETFetf | $0 | – | -10,347 | -100.0% | -0.10% | – |
| XMLV | Exit | INVESCO S&P MIDCAP LOW VOLATILITY ETFetf | $0 | – | -11,938 | -100.0% | -0.18% | – |
| EXR | Exit | EXTRA SPACE STORAGE INC COMreit | $0 | – | -10,951 | -100.0% | -0.48% | – |
| CRH | Exit | CRH PLC ADRadr | $0 | – | -102,735 | -100.0% | -1.67% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP COM | 20 | Q3 2023 | 5.9% |
| BROADCOM INC COM | 20 | Q3 2023 | 4.2% |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 20 | Q3 2023 | 3.9% |
| UNITEDHEALTH GROUP INC COM | 20 | Q3 2023 | 3.3% |
| JPMORGAN CHASE & CO COM | 20 | Q3 2023 | 2.8% |
| JOHNSON & JOHNSON COM | 20 | Q3 2023 | 4.3% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 20 | Q3 2023 | 4.2% |
| ALPHABET INC CAP STK CL A | 20 | Q3 2023 | 2.2% |
| APPLE INC COM | 20 | Q3 2023 | 2.6% |
| VISA INC COM CL A | 20 | Q3 2023 | 2.5% |
View Princeton Global Asset Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-02 |
| 13F-HR/A | 2021-11-08 |
View Princeton Global Asset Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.