Princeton Global Asset Management LLC Top Holdings and 13F Report (2025) About Princeton Global Asset Management LLCInvestment ActivityPrinceton Global Asset Management LLC has $503.71 million in total holdings as of March 31, 2025.Princeton Global Asset Management LLC owns shares of 599 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 5.18% of the portfolio was purchased this quarter.About 7.22% of the portfolio was sold this quarter.This quarter, Princeton Global Asset Management LLC has purchased 658 new stocks and bought additional shares in 131 stocks.Princeton Global Asset Management LLC sold shares of 185 stocks and completely divested from 80 stocks this quarter.Largest Holdings Microsoft $26,705,272Broadcom $20,701,867Taiwan Semiconductor Manufacturing $17,137,180JPMorgan Chase & Co. $15,893,614Blackstone $14,120,244 Largest New Holdings this Quarter G25839104 - COCA-COLA EUROPACIFIC PARTNERS SHS $8,131,822 Holding74179A107 - Princeton Bancorp $244,675 Holding46435U283 - iShares iBonds Dec 2027 Term Muni Bond ETF $99,856 Holding46436E858 - iShares iBonds Dec 2026 Term Treasury ETF $80,290 Holding687793109 - Oscar Health $58,995 Holding Largest Purchases this Quarter COCA-COLA EUROPACIFIC PARTNERS SHS 93,437 shares (about $8.13M)Meta Platforms 4,388 shares (about $2.53M)American Express 7,456 shares (about $2.01M)Microsoft 5,054 shares (about $1.90M)JPMorgan Ultra-Short Municipal ETF 32,790 shares (about $1.67M) Largest Sales this Quarter UnitedHealth Group 23,110 shares (about $12.08M)Broadcom 20,642 shares (about $3.46M)Johnson & Johnson 12,279 shares (about $2.04M)Vanguard Total World Stock ETF 17,381 shares (about $2.02M)iShares Core Dividend Growth ETF 28,388 shares (about $1.75M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrinceton Global Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$26,705,272$1,897,223 ▲7.6%71,1405.3%Computer and TechnologyAVGOBroadcom$20,701,867$3,456,087 ▼-14.3%123,6454.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$17,137,180$115,536 ▼-0.7%103,2363.4%Computer and TechnologyJPMJPMorgan Chase & Co.$15,893,614$93,704 ▲0.6%64,7933.2%FinanceBXBlackstone$14,120,244$420,177 ▼-2.9%101,0182.8%FinanceBRK.BBerkshire Hathaway$12,646,378$63,908 ▼-0.5%23,7462.5%FinanceAAPLApple$11,787,136$1,270,587 ▼-9.7%53,0642.3%Computer and TechnologyDGROiShares Core Dividend Growth ETF$10,742,634$1,753,814 ▼-14.0%173,8852.1%ETFCRH PLC ORD$10,566,517$177,963 ▲1.7%120,1152.1%StockGOOGLAlphabet$10,232,222$414,126 ▲4.2%66,1682.0%Computer and TechnologyVVisa$10,229,668$105,840 ▼-1.0%29,1892.0%Business ServicesETREntergy$9,529,564$588,513 ▲6.6%111,4701.9%UtilitiesPWRQuanta Services$9,054,242$353,314 ▲4.1%35,6211.8%ConstructionJNJJohnson & Johnson$8,302,548$2,036,333 ▼-19.7%50,0641.6%MedicalCOCA-COLA EUROPACIFIC PARTNERS SHS$8,131,822$8,131,822 ▲New Holding93,4371.6%StockGLDSPDR Gold Shares$7,869,103$524,415 ▲7.1%27,3101.6%FinanceCBChubb$7,717,586$7,550 ▼-0.1%25,5561.5%FinanceWSOWatsco$7,381,972$3,558 ▼0.0%14,5231.5%ConstructionVRTXVertex Pharmaceuticals$7,374,597$38,301 ▲0.5%15,2111.5%MedicalORCLOracle$6,666,599$198,252 ▲3.1%47,6831.3%Computer and TechnologyLINDE PLC SHS$6,652,218$931 ▼0.0%14,2861.3%StockACNAccenture$6,312,541$92,051 ▼-1.4%20,2301.3%Computer and TechnologyCSLCarlisle Companies$6,047,816$292,823 ▼-4.6%17,7621.2%Multi-Sector ConglomeratesABBVAbbVie$6,029,670$241,790 ▼-3.9%28,7781.2%MedicalAMZNAmazon.com$5,944,803$142,503 ▲2.5%31,2461.2%Retail/WholesaleETNEaton$5,787,622$194,361 ▲3.5%21,2911.1%IndustrialsTPRTapestry$5,720,934$10,632 ▼-0.2%81,2521.1%Retail/WholesaleGOOGAlphabet$5,510,788$110,922 ▲2.1%35,2741.1%Computer and TechnologySONYSony Group$5,457,907$25,492 ▼-0.5%214,9631.1%Consumer StaplesPGProcter & Gamble$4,726,699$12,270 ▼-0.3%27,7360.9%Consumer StaplesBRBroadridge Financial Solutions$4,395,899$101,835 ▲2.4%18,1300.9%Business ServicesKOCoca-Cola$4,395,455$1,218 ▼0.0%61,3720.9%Consumer StaplesJEPIJPMorgan Equity Premium Income ETF$4,376,461$71,311 ▼-1.6%76,5920.9%ETFBACBank of America$4,042,442$58,589 ▲1.5%96,8710.8%FinanceHDHome Depot$4,026,474$5,497 ▼-0.1%10,9870.8%Retail/WholesalePKGPackaging Co. of America$3,754,120$36,436 ▼-1.0%18,9580.7%IndustrialsTMOThermo Fisher Scientific$3,750,951$128,382 ▼-3.3%7,5380.7%MedicalBKNGBooking$3,723,580$46,084 ▲1.3%8080.7%Retail/WholesaleICSHiShares Ultra Short-Term Bond Active ETF$3,696,708$98,359 ▼-2.6%72,9130.7%ETFVMCVulcan Materials$3,685,297$83,523 ▼-2.2%15,7960.7%ConstructionMPCMarathon Petroleum$3,633,597$56,818 ▲1.6%24,9410.7%EnergyNEENextEra Energy$3,606,430$35,090 ▲1.0%50,8740.7%UtilitiesLMTLockheed Martin$3,563,113$161,269 ▼-4.3%7,9760.7%AerospaceJEPQJPMorgan Nasdaq Equity Premium Income ETF$3,485,563$77,463 ▼-2.2%67,3150.7%ETFEOGEOG Resources$3,324,875$110,927 ▼-3.2%25,9270.7%EnergyGMO U.S. QUALITY ETF SHS$3,245,878$126,728 ▼-3.8%103,8350.6%ETFFLOTiShares Floating Rate Bond ETF$3,056,308$5,922 ▲0.2%59,8690.6%ETFNOCNorthrop Grumman$3,014,167$91,137 ▼-2.9%5,8870.6%AerospaceIEMGiShares Core MSCI Emerging Markets ETF$3,002,448$135,572 ▲4.7%55,6320.6%ETFPCARPACCAR$2,941,842$61,635 ▲2.1%30,2130.6%Auto/Tires/TrucksVTIVanguard Total Stock Market ETF$2,861,662$56,068 ▼-1.9%10,4120.6%ETFIEFAiShares Core MSCI EAFE ETF$2,856,964$3,707 ▲0.1%37,7660.6%ETFKVUEKenvue$2,849,577$245,052 ▼-7.9%118,8310.6%Consumer StaplesJMSTJPMorgan Ultra-Short Municipal ETF$2,849,024$1,667,372 ▲141.1%56,0280.6%ETFMETAMeta Platforms$2,847,250$2,529,096 ▲794.9%4,9400.6%Computer and TechnologyRSGRepublic Services$2,843,134$4,117 ▲0.1%11,7410.6%Business ServicesSCHDSchwab US Dividend Equity ETF$2,832,799$1,957 ▼-0.1%101,3160.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,644,024$151,246 ▲6.1%50,4870.5%ManufacturingTTETotalEnergies$2,628,170$10,739 ▲0.4%40,6270.5%EnergyAXPAmerican Express$2,616,601$2,006,106 ▲328.6%9,7250.5%FinanceLAM RESEARCH CORP COM NEW$2,458,947$196,437 ▲8.7%33,8230.5%StockINTUIntuit$2,443,404$15,962 ▼-0.6%3,9800.5%Computer and TechnologyNVDANVIDIA$2,419,815$105,129 ▲4.5%22,3270.5%Computer and TechnologyPFFVGlobal X Variable Rate Preferred ETF$2,217,497$127,694 ▲6.1%93,7230.4%ETFFISFidelity National Information Services$2,162,980$24,346 ▲1.1%28,9630.4%Business ServicesJQUAJPMorgan US Quality Factor ETF$2,091,531$173,588 ▲9.1%37,0380.4%ETFPEPPepsiCo$2,039,761$254,445 ▼-11.1%13,6040.4%Consumer StaplesSCHOSchwab Short-Term U.S. Treasury ETF$1,866,610$91,445 ▲5.2%76,6890.4%ETFFNDFSchwab Fundamental International Large Company Index ETF$1,863,249$228,949 ▲14.0%51,5560.4%ETFQUSSPDR MSCI USA StrategicFactors ETF$1,858,327$141,490 ▲8.2%11,8600.4%ETFCRMSalesforce$1,772,249$68,432 ▲4.0%6,6040.4%Computer and TechnologyABTAbbott Laboratories$1,685,831$267,154 ▼-13.7%12,7090.3%MedicalOWLBlue Owl Capital$1,654,363$126,813 ▲8.3%82,5530.3%FinanceXOMExxon Mobil$1,628,749$262,241 ▲19.2%13,6950.3%EnergyMMCMarsh & McLennan Companies$1,627,1920.0%6,6680.3%FinanceIBDQiShares iBonds Dec 2025 Term Corporate ETF$1,621,957$86,718 ▼-5.1%64,4910.3%ETFSPYSPDR S&P 500 ETF Trust$1,621,223$1,133,402 ▲232.3%2,8980.3%FinanceVTVVanguard Value ETF$1,581,262$25,220 ▼-1.6%9,1540.3%ETFAPHAmphenol$1,425,402$118,062 ▼-7.6%21,7320.3%Computer and TechnologyCARRCarrier Global$1,315,423$5,389 ▲0.4%20,7480.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,309,960$92,964 ▼-6.6%28,9430.3%ETFFPEIFirst Trust Institutional Preferred Securities and Income ETF$1,296,636$164,522 ▼-11.3%69,3390.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,288,136$2,473 ▼-0.2%13,0220.3%FinanceVONGVanguard Russell 1000 Growth ETF$1,285,698$173,610 ▼-11.9%13,8560.3%ETFVOOVanguard S&P 500 ETF$1,235,840$25,693 ▼-2.0%2,4050.2%ETFBNBrookfield$1,219,319$43,081 ▼-3.4%23,2650.2%FinanceFCNCAFirst Citizens BancShares$1,205,246$59,335 ▲5.2%6500.2%FinancePEGPublic Service Enterprise Group$1,149,464$267,470 ▲30.3%13,9670.2%UtilitiesIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,129,122$40,795 ▲3.7%44,7000.2%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,123,462$233,654 ▲26.3%46,4620.2%ETFGSThe Goldman Sachs Group$1,123,172$72,110 ▲6.9%2,0560.2%FinanceIJHiShares Core S&P Mid-Cap ETF$1,068,917$55,374 ▼-4.9%18,3190.2%ETFIVViShares Core S&P 500 ETF$1,065,432$25,849 ▼-2.4%1,8960.2%ETFGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$1,039,280$39,159 ▲3.9%13,6680.2%ETFDIVBiShares Core Dividend ETF$1,029,045$138,037 ▲15.5%21,2090.2%ETFPMPhilip Morris International$1,019,999$203,809 ▲25.0%6,4260.2%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$983,795$34,090 ▼-3.3%9,4080.2%ETFDGRSWisdomTree U.S. SmallCap Quality Dividend Growth Fund$936,591$107,553 ▼-10.3%20,1420.2%ManufacturingMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$932,282$34,229 ▲3.8%18,0850.2%ETFHONHoneywell International$884,251$184,431 ▼-17.3%4,1760.2%Multi-Sector ConglomeratesShowing largest 100 holdings. 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