Princeton Global Asset Management LLC Top Holdings and 13F Report (2025)

About Princeton Global Asset Management LLC

Investment Activity

Princeton Global Asset Management LLC has $534.77 million in total holdings as of December 31, 2024.
Princeton Global Asset Management LLC owns shares of 658 different stocks, but just 64 companies or ETFs make up 80% of its holdings.
Approximately 9.47% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Princeton Global Asset Management LLC has purchased 669 new stocks and bought additional shares in 172 stocks.
Princeton Global Asset Management LLC sold shares of 120 stocks and completely divested from 52 stocks this quarter.

Largest Holdings

Broadcom: $33,451,533
Microsoft: $27,855,103
Taiwan Semiconductor Manufacturing: $20,525,562
Blackstone: $17,935,821
JPMorgan Chase & Co.: $15,439,965

Largest New Holdings this Quarter

Fidelity National Information Services: $2,313,048 Holding
LAM RESEARCH CORP COM NEW: $2,247,870 Holding
Blue Owl Capital: $1,772,998 Holding
Marsh & McLennan Companies: $1,416,350 Holding
First Citizens BancShares: $1,305,846 Holding

Largest Purchases this Quarter

Entergy: 103,956 shares (about $7.88M)
Sony Group: 172,773 shares (about $3.66M)
Intuit: 3,857 shares (about $2.42M)
Fidelity National Information Services: 28,637 shares (about $2.31M)
LAM RESEARCH CORP COM NEW: 31,121 shares (about $2.25M)

Largest Sales this Quarter

Broadcom: 16,961 shares (about $3.93M)
Elevance Health: 6,110 shares (about $2.26M)
CDW: 12,526 shares (about $2.18M)
Parker-Hannifin: 2,954 shares (about $1.88M)
Watsco: 3,855 shares (about $1.83M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AVGO Broadcom	$33,451,533	$3,932,242 ▼	-10.5%	144,287	6.3%	Computer and Technology
MSFT Microsoft	$27,855,103	$88,515 ▼	-0.3%	66,086	5.2%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$20,525,562	$389,648 ▲	1.9%	103,932	3.8%	Computer and Technology
BX Blackstone	$17,935,821	$296,045 ▲	1.7%	104,024	3.4%	Finance
JPM JPMorgan Chase & Co.	$15,439,965	$147,901 ▲	1.0%	64,411	2.9%	Finance
AAPL Apple	$14,720,589	$156,261 ▲	1.1%	58,784	2.8%	Computer and Technology
DGRO iShares Core Dividend Growth ETF	$12,407,434	$1,232,444 ▲	11.0%	202,273	2.3%	ETF
GOOGL Alphabet	$12,018,651	$196,493 ▲	1.7%	63,490	2.2%	Computer and Technology
UNH UnitedHealth Group	$11,812,107	$92,571 ▲	0.8%	23,351	2.2%	Medical
CRH PLC ORD	$10,925,872	$296,157 ▼	-2.6%	118,092	2.0%	Stock
PWR Quanta Services	$10,818,660	$591,011 ▲	5.8%	34,231	2.0%	Construction
BRK.B Berkshire Hathaway	$10,817,754	$42,607 ▲	0.4%	23,866	2.0%	Finance
V Visa	$9,320,431	$882,393 ▲	10.5%	29,491	1.7%	Business Services
JNJ Johnson & Johnson	$9,015,987	$1,379,811 ▼	-13.3%	62,343	1.7%	Medical
ETR Entergy	$7,929,711	$7,881,944 ▲	16,501.0%	104,586	1.5%	Utilities
ORCL Oracle	$7,709,572	$308,116 ▲	4.2%	46,265	1.4%	Computer and Technology
ACN Accenture	$7,220,390	$829,158 ▲	13.0%	20,525	1.4%	Computer and Technology
CB Chubb	$7,068,139	$1,678,825 ▲	31.2%	25,581	1.3%	Finance
WSO Watsco	$6,885,754	$1,826,881 ▼	-21.0%	14,530	1.3%	Construction
CSL Carlisle Companies	$6,868,382	$1,106 ▼	0.0%	18,622	1.3%	Multi-Sector Conglomerates
ETN Eaton	$6,828,667	$43,476 ▼	-0.6%	20,576	1.3%	Industrial Products
AMZN Amazon.com	$6,690,667	$1,943,117 ▲	40.9%	30,497	1.3%	Retail/Wholesale
GOOG Alphabet	$6,582,369	$163,778 ▲	2.6%	34,564	1.2%	Computer and Technology
GLD SPDR Gold Shares	$6,171,894	$97,821 ▲	1.6%	25,490	1.2%	Finance
VRTX Vertex Pharmaceuticals	$6,093,656	$29,800 ▼	-0.5%	15,132	1.1%	Medical
LINDE PLC SHS	$5,982,047	$45,636 ▲	0.8%	14,288	1.1%	Stock
ABBV AbbVie	$5,319,001	$48,513 ▲	0.9%	29,932	1.0%	Medical
TPR Tapestry	$5,318,042	$818,778 ▼	-13.3%	81,403	1.0%	Retail/Wholesale
PG Procter & Gamble	$4,662,086	$41,913 ▲	0.9%	27,808	0.9%	Consumer Staples
SONY Sony Group	$4,569,856	$3,655,872 ▲	400.0%	215,967	0.9%	Consumer Discretionary
JEPI JPMorgan Equity Premium Income ETF	$4,478,146	$93,141 ▼	-2.0%	77,840	0.8%	ETF
PKG Packaging Co. of America	$4,309,338	$29,716 ▲	0.7%	19,142	0.8%	Industrial Products
HD Home Depot	$4,279,478	$82,073 ▲	2.0%	11,002	0.8%	Retail/Wholesale
BAC Bank of America	$4,195,777	$23,030 ▼	-0.5%	95,467	0.8%	Finance
VMC Vulcan Materials	$4,155,351	$1,543 ▲	0.0%	16,154	0.8%	Construction
TMO Thermo Fisher Scientific	$4,055,553	$192,998 ▼	-4.5%	7,796	0.8%	Medical
LMT Lockheed Martin	$4,051,439	$11,663 ▲	0.3%	8,337	0.8%	Aerospace
BR Broadridge Financial Solutions	$4,003,959	$53,808 ▲	1.4%	17,710	0.7%	Business Services
BKNG Booking	$3,965,243	$114,286 ▲	3.0%	798	0.7%	Retail/Wholesale
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$3,879,578	$164,348 ▲	4.4%	68,811	0.7%	ETF
KO Coca-Cola	$3,822,073	$19,550 ▲	0.5%	61,389	0.7%	Consumer Staples
ICSH iShares Ultra Short-Term Bond Active ETF	$3,774,839	$6,102 ▲	0.2%	74,853	0.7%	ETF
NEE NextEra Energy	$3,611,654	$33,407 ▼	-0.9%	50,379	0.7%	Utilities
GMO U.S. QUALITY ETF	$3,449,204	$1,303,254 ▲	60.7%	107,889	0.6%	ETF
MPC Marathon Petroleum	$3,424,903	$18,275 ▲	0.5%	24,551	0.6%	Oils/Energy
EOG EOG Resources	$3,284,130	$70,851 ▲	2.2%	26,792	0.6%	Oils/Energy
PCAR PACCAR	$3,076,961	$97,260 ▲	3.3%	29,580	0.6%	Auto/Tires/Trucks
VTI Vanguard Total Stock Market ETF	$3,076,650		0.0%	10,616	0.6%	ETF
FLOT iShares Floating Rate Bond ETF	$3,040,208	$40,042 ▲	1.3%	59,753	0.6%	ETF
NVDA NVIDIA	$2,868,050	$231,249 ▲	8.8%	21,357	0.5%	Computer and Technology
NOC Northrop Grumman	$2,846,383	$25,343 ▲	0.9%	6,065	0.5%	Aerospace
IEMG iShares Core MSCI Emerging Markets ETF	$2,773,916	$116,816 ▼	-4.0%	53,120	0.5%	ETF
SCHD Schwab US Dividend Equity ETF	$2,769,870	$1,828,531 ▲	194.2%	101,386	0.5%	ETF
KVUE Kenvue	$2,755,208	$88,261 ▼	-3.1%	129,050	0.5%	Consumer Staples
IEFA iShares Core MSCI EAFE ETF	$2,650,719	$206,832 ▲	8.5%	37,717	0.5%	ETF
INTU Intuit	$2,517,461	$2,423,826 ▲	2,588.6%	4,006	0.5%	Computer and Technology
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$2,460,848	$49,166 ▲	2.0%	47,599	0.5%	Manufacturing
RSG Republic Services	$2,358,627	$119,702 ▲	5.3%	11,724	0.4%	Business Services
PEP PepsiCo	$2,326,742	$1,331,326 ▼	-36.4%	15,301	0.4%	Consumer Staples
FIS Fidelity National Information Services	$2,313,048	$2,313,048 ▲	New Holding	28,637	0.4%	Business Services
LAM RESEARCH CORP COM NEW	$2,247,870	$2,247,870 ▲	New Holding	31,121	0.4%	Stock
TTE TotalEnergies	$2,205,133	$82,241 ▼	-3.6%	40,461	0.4%	Oils/Energy
CRM Salesforce	$2,122,661	$2,037,073 ▲	2,380.1%	6,349	0.4%	Computer and Technology
PFFV Global X Variable Rate Preferred ETF	$2,081,957	$13,648 ▲	0.7%	88,326	0.4%	ETF
VT Vanguard Total World Stock ETF	$2,076,219	$2,010,313 ▲	3,050.3%	17,673	0.4%	ETF
JQUA JPMorgan US Quality Factor ETF	$1,945,115	$121,584 ▲	6.7%	33,964	0.4%	ETF
OWL Blue Owl Capital	$1,772,998	$1,772,998 ▲	New Holding	76,225	0.3%	Finance
SCHO Schwab Short-Term U.S. Treasury ETF	$1,754,740	$962,518 ▲	121.5%	72,932	0.3%	ETF
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$1,701,870	$70,916 ▼	-4.0%	67,939	0.3%	ETF
QUS SPDR MSCI USA StrategicFactors ETF	$1,696,728	$11,924 ▲	0.7%	10,957	0.3%	ETF
ABT Abbott Laboratories	$1,665,319		0.0%	14,723	0.3%	Medical
APH Amphenol	$1,634,297	$9,445 ▲	0.6%	23,532	0.3%	Computer and Technology
VONG Vanguard Russell 1000 Growth ETF	$1,624,599	$493,257 ▲	43.6%	15,727	0.3%	ETF
VTV Vanguard Value ETF	$1,574,490	$197,235 ▲	14.3%	9,300	0.3%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$1,569,734	$124,302 ▲	8.6%	38,845	0.3%	ETF
FNDF Schwab Fundamental International Large Company Index ETF	$1,501,804	$124,439 ▲	9.0%	45,221	0.3%	ETF
FPEI First Trust Institutional Preferred Securities and Income ETF	$1,461,166	$804 ▼	-0.1%	78,137	0.3%	ETF
MMC Marsh & McLennan Companies	$1,416,350	$1,416,350 ▲	New Holding	6,668	0.3%	Finance
CARR Carrier Global	$1,410,456	$1,298,168 ▲	1,156.1%	20,663	0.3%	Computer and Technology
BN Brookfield	$1,383,798	$28,725 ▼	-2.0%	24,087	0.3%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$1,365,108	$51,791 ▲	3.9%	30,997	0.3%	ETF
MRK Merck & Co., Inc.	$1,341,705	$1,103,746 ▼	-45.1%	13,487	0.3%	Medical
VOO Vanguard S&P 500 ETF	$1,322,904	$38,798 ▼	-2.8%	2,455	0.2%	ETF
FCNCA First Citizens BancShares	$1,305,846	$1,305,846 ▲	New Holding	618	0.2%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$1,286,893	$46,137 ▼	-3.5%	10,153	0.2%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,264,254	$96,803 ▼	-7.1%	13,047	0.2%	Finance
XOM Exxon Mobil	$1,235,930	$367,229 ▼	-22.9%	11,490	0.2%	Oils/Energy
IJH iShares Core S&P Mid-Cap ETF	$1,200,592	$211,543 ▲	21.4%	19,268	0.2%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$1,178,399	$76,927 ▲	7.0%	23,238	0.2%	ETF
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund	$1,150,353	$74,436 ▲	6.9%	22,455	0.2%	Manufacturing
IVV iShares Core S&P 500 ETF	$1,143,190	$334,951 ▲	41.4%	1,942	0.2%	ETF
HON Honeywell International	$1,140,031		0.0%	5,047	0.2%	Multi-Sector Conglomerates
IJR iShares Core S&P Small-Cap ETF	$1,121,551	$149,440 ▲	15.4%	9,734	0.2%	ETF
GS The Goldman Sachs Group	$1,101,721	$78,449 ▼	-6.6%	1,924	0.2%	Finance
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$1,072,817	$79,680 ▲	8.0%	43,085	0.2%	ETF
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	$1,015,641	$2,548 ▲	0.3%	13,153	0.2%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$977,992	$104,921 ▼	-9.7%	9,722	0.2%	ETF
FDN First Trust Dow Jones Internet Index Fund	$939,852	$12,158 ▼	-1.3%	3,865	0.2%	ETF
COST Costco Wholesale	$909,832	$33,901 ▼	-3.6%	993	0.2%	Retail/Wholesale
PEG Public Service Enterprise Group	$905,458	$252,873 ▼	-21.8%	10,717	0.2%	Utilities

Showing largest 100 holdings. View all holdings.

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Princeton Global Asset Management LLC Top Holdings and 13F Report (2025)

About Princeton Global Asset Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Princeton Global Asset Management LLC Top Holdings and 13F Report (2025)

About Princeton Global Asset Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPrinceton Global Asset Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools