Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRINCETON GLOBAL ASSET MANAGEMENT LLC | 04-29-2024 | 03-31-2024 | 601 | 420,352,983 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| THE CIGNA GROUP COM | Stock | 101 | $894,537 | 2,463 | 0.00 | 0.00 | 2 | 0.08 | 03-31-2024 |
| L3HARRIS TECHNOLOGIES INC COM | Stock | 102 | $864,321 | 4,056 | 0.00 | 0.00 | -1,007 | -19.89 | 03-31-2024 |
| WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUND | ETF | 103 | $838,603 | 16,894 | 0.00 | 0.00 | 5,267 | 45.30 | 03-31-2024 |
| SCHWAB U.S. MID-CAP ETF | ETF | 104 | $823,460 | 10,112 | 0.00 | 0.00 | 406 | 4.18 | 03-31-2024 |
