PG
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Princeton Global Asset Management LLC13F | |
Princeton Global Asset Management LLC | |
Last update 2025-04-11 | 599 Stocks (20 new) |
Value $504.00 Mil | Turnover 5 % |
Princeton Global Asset Managem... Top Holdings of 2025-03-31
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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
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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)
Princeton Global Asset Management LLC's Asset Allocation
Princeton Global Asset Management LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Princeton Global Asset Management LLC's Hypothetical Growth since 2025-03-31
Princeton Global Asset Management LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Princeton Global Asset Management LLC's Holdings Heat Map
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Princeton Global Asset Management LLC's Holdings Bubble Chart
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