PG

Princeton Global Asset Management LLC

13F
Princeton Global Asset Management LLC
Last update 2025-04-11 599 Stocks (20 new)
Value $504.00 Mil Turnover 5 %
Countries:
Princeton Global Asset Managem... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
71,140
26,705.3
+7.65%
5.300
+0.38%
0.000
+35.37%
+20.48%
3,759,901.0
Software
AVGO
Broadcom Inc
123,645
20,701.9
-14.31%
4.110
-0.90%
0.000
+60.74%
+23.02%
1,334,327.7
Semiconductors
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
103,236
17,137.2
-0.67%
3.400
-0.03%
0.000
+52.83%
+22.59%
1,246,476.4
Semiconductors
JPM
JPMorgan Chase & Co
64,793
15,893.6
+0.59%
3.160
+0.02%
0.000
+23.79%
+25.81%
815,993.3
Banks
BX
Blackstone Inc
101,018
14,120.2
-2.89%
2.800
-0.10%
0.010
+36.36%
+1.29%
131,507.7
Asset Management
BRK.B
Berkshire Hathaway Inc
23,746
12,646.4
-0.50%
2.510
-0.01%
0.000
-8.39%
+6.48%
1,039,832.6
Insurance
AAPL
Apple Inc
53,064
11,787.1
-9.73%
2.340
-0.27%
0.000
+4.87%
-14.22%
3,200,643.0
Hardware
DGRO
iShares Core Dividend Growth ETF
173,885
10,742.6
-14.03%
2.130
-0.33%
0.040
+12.49%
+8.34%
32,849.7
 
CRH
CRH PLC
120,115
10,566.5
+1.71%
2.100
+0.04%
0.020
+10.70%
+5.48%
65,143.4
Building Materials
GOOGL
Alphabet Inc
66,168
10,232.2
+4.22%
2.030
+0.08%
0.000
+22.60%
+0.73%
2,312,572.8
Interactive Media

Princeton Global Asset Management LLC's Historical Top Holdings Breakdowns

Princeton Global Asset Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UNH
UnitedHealth Group Inc
2025-03-31
Reduce
Reduce
-2.19%
461.52 ($511.2) 548.18
$292.51
-42.78%
Reduce -98.97%
241
-23,110
CCEP
Coca-Cola Europacific Partners PLC
2025-03-31
New Buy
New Buy
+1.61%
73.71 ($81.58) 87.55
$99.85
22.40%
New holding
93,437
93,437
AVGO
Broadcom Inc
2025-03-31
Reduce
Reduce
-0.90%
167.43 ($211.65) 244.7
$283.69
34.04%
Reduce -14.31%
123,645
-20,642
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.51%
576.36 ($645.17) 736.67
$713.58
10.60%
Add 794.93%
4,940
4,388
AXP
American Express Co
2025-03-31
Add
Add
+0.40%
255.39 ($295.58) 325.87
$308.66
4.43%
Add 328.6%
9,725
7,456
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.38%
375.39 ($407.71) 447.2
$505.87
24.08%
Add 7.65%
71,140
5,054
VT
Vanguard Total World Stock ETF
2025-03-31
Reduce
Reduce
-0.38%
115.08 ($119.66) 123.97
$132.05
10.35%
Reduce -98.35%
292
-17,381
JNJ
Johnson & Johnson
2025-03-31
Reduce
Reduce
-0.33%
142.06 ($156.47) 167.7
$169.10
8.07%
Reduce -19.7%
50,064
-12,279
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
2025-03-31
Add
Add
+0.33%
50.72 ($50.82) 50.92
$50.94
0.24%
Add 141.11%
56,028
32,790
DGRO
iShares Core Dividend Growth ETF
2025-03-31
Reduce
Reduce
-0.33%
60.46 ($62.66) 64.42
$65.78
4.98%
Reduce -14.03%
173,885
-28,388

Princeton Global Asset Management LLC Total Holding History ($B)

To

Princeton Global Asset Management LLC's Asset Allocation

To

Princeton Global Asset Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Princeton Global Asset Management LLC's Hypothetical Growth since 2025-03-31

Princeton Global Asset Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Princeton Global Asset Management LLC's Holdings Heat Map

Size field:

Princeton Global Asset Management LLC's Holdings Bubble Chart

Princeton Global Asset Management LLC News

  • 1

Discussions on Princeton Global Asset Management LLC

No discussions yet.