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 $551.02 million in total holdings as of June 30, 2025.
Princeton Global Asset Management LLC owns shares of 755 different stocks, but just 64 companies or ETFs make up 80% of its holdings.
Approximately 5.68% 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 599 new stocks and bought additional shares in 219 stocks.
Princeton Global Asset Management LLC sold shares of 145 stocks and completely divested from 25 stocks this quarter.

Largest Holdings

Microsoft: $34,545,833
Broadcom: $32,940,471
Taiwan Semiconductor Manufacturing: $22,723,585
JPMorgan Chase & Co.: $18,731,504
Blackstone: $15,118,402

Largest New Holdings this Quarter

921946810 - Vanguard International Dividend Appreciation ETF: $8,344,271 Holding
G25457105 - Credo Technology Group: $2,542,336 Holding
808524805 - Schwab International Equity ETF: $856,287 Holding
92206C706 - Vanguard Intermediate-Term Treasury ETF: $486,794 Holding
464288802 - iShares MSCI USA ESG Select ETF: $210,659 Holding

Largest Purchases this Quarter

Vanguard International Dividend Appreciation ETF: 92,591 shares (about $8.34M)
RTX: 29,589 shares (about $4.32M)
Credo Technology Group: 27,458 shares (about $2.54M)
Visa: 5,570 shares (about $1.98M)
Schwab International Equity ETF: 38,746 shares (about $856.29K)

Largest Sales this Quarter

Oracle: 30,214 shares (about $6.61M)
Lockheed Martin: 7,106 shares (about $3.29M)
PACCAR: 30,075 shares (about $2.86M)
American Express: 8,604 shares (about $2.74M)
Blue Owl Capital: 74,341 shares (about $1.43M)

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
MSFT Microsoft	$34,545,833	$840,131 ▼	-2.4%	69,451	6.3%	Computer and Technology
AVGO Broadcom	$32,940,471	$1,142,294 ▼	-3.4%	119,501	6.0%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$22,723,585	$658,408 ▼	-2.8%	100,329	4.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$18,731,504	$52,764 ▼	-0.3%	64,611	3.4%	Finance
BX Blackstone	$15,118,402	$8,077 ▲	0.1%	101,072	2.7%	Finance
PWR Quanta Services	$13,325,878	$141,781 ▼	-1.1%	35,246	2.4%	Construction
V Visa	$12,341,179	$1,977,628 ▲	19.1%	34,759	2.2%	Business Services
GOOGL Alphabet	$11,242,707	$418,015 ▼	-3.6%	63,796	2.0%	Computer and Technology
DGRO iShares Core Dividend Growth ETF	$11,068,361	$49,873 ▼	-0.4%	173,105	2.0%	ETF
CRH PLC ORD	$10,804,217	$222,340 ▼	-2.0%	117,693	2.0%	Stock
AAPL Apple	$10,675,753	$211,324 ▼	-1.9%	52,034	1.9%	Computer and Technology
BRK.B Berkshire Hathaway	$10,666,781	$868,051 ▼	-7.5%	21,959	1.9%	Finance
ETR Entergy	$9,107,775	$157,595 ▼	-1.7%	109,574	1.7%	Utilities
COCA-COLA EUROPACIFIC PARTNERS SHS	$8,496,411	$167,082 ▼	-1.9%	91,635	1.5%	Stock
VIGI Vanguard International Dividend Appreciation ETF	$8,344,271	$8,344,271 ▲	New Holding	92,591	1.5%	ETF
GLD SPDR Gold Shares	$7,931,372	$393,536 ▼	-4.7%	26,019	1.4%	Finance
ETN Eaton	$7,674,689	$73,898 ▲	1.0%	21,498	1.4%	Industrials
CB Chubb	$7,349,577	$54,467 ▼	-0.7%	25,368	1.3%	Finance
AMZN Amazon.com	$7,084,033	$229,041 ▲	3.3%	32,290	1.3%	Retail/Wholesale
TPR Tapestry	$7,078,931	$55,847 ▼	-0.8%	80,616	1.3%	Retail/Wholesale
JNJ Johnson & Johnson	$6,882,229	$764,964 ▼	-10.0%	45,056	1.2%	Medical
LINDE PLC SHS	$6,742,211	$39,412 ▲	0.6%	14,370	1.2%	Stock
VRTX Vertex Pharmaceuticals	$6,689,130	$82,807 ▼	-1.2%	15,025	1.2%	Medical
GOOG Alphabet	$6,686,734	$429,462 ▲	6.9%	37,695	1.2%	Computer and Technology
WSO Watsco	$6,473,796	$60,061 ▲	0.9%	14,659	1.2%	Construction
CSL Carlisle Companies	$6,429,831	$202,379 ▼	-3.1%	17,220	1.2%	Multi-Sector Conglomerates
ACN Accenture	$6,162,558	$115,970 ▲	1.9%	20,618	1.1%	Computer and Technology
SONY Sony	$5,481,342	$114,141 ▼	-2.0%	210,578	1.0%	Consumer Discretionary
ABBV AbbVie	$5,381,351	$39,537 ▲	0.7%	28,991	1.0%	Medical
BKNG Booking	$4,587,409	$92,675 ▼	-2.0%	792	0.8%	Retail/Wholesale
BAC Bank of America	$4,454,503	$129,420 ▼	-2.8%	94,136	0.8%	Finance
RTX RTX	$4,322,411	$4,320,513 ▲	227,607.7%	29,602	0.8%	Aerospace
BR Broadridge Financial Solutions	$4,303,356	$102,802 ▼	-2.3%	17,707	0.8%	Computer and Technology
KO CocaCola	$4,150,094	$191,943 ▼	-4.4%	58,659	0.8%	Consumer Staples
HD Home Depot	$4,133,759	$105,590 ▲	2.6%	11,275	0.8%	Retail/Wholesale
MPC Marathon Petroleum	$4,095,067	$47,839 ▼	-1.2%	24,653	0.7%	Energy
VMC Vulcan Materials	$4,022,925	$97,026 ▼	-2.4%	15,424	0.7%	Construction
META Meta Platforms	$3,889,810	$243,574 ▲	6.7%	5,270	0.7%	Computer and Technology
JEPI JPMorgan Equity Premium Income ETF	$3,830,423	$523,814 ▼	-12.0%	67,378	0.7%	ETF
ORCL Oracle	$3,819,162	$6,605,539 ▼	-63.4%	17,469	0.7%	Computer and Technology
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$3,761,271	$99,334 ▲	2.7%	69,141	0.7%	ETF
ICSH iShares Ultra Short-Term Bond Active ETF	$3,759,899	$62,475 ▲	1.7%	74,145	0.7%	ETF
PKG Packaging Corporation of America	$3,576,150	$3,580 ▲	0.1%	18,977	0.6%	Industrials
GMO U.S. QUALITY ETF SHS	$3,486,720	$70,679 ▼	-2.0%	101,772	0.6%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$3,413,192	$73,597 ▲	2.2%	56,858	0.6%	ETF
PG Procter & Gamble	$3,345,924	$1,073,035 ▼	-24.3%	21,001	0.6%	Consumer Staples
NEE NextEra Energy	$3,343,690	$187,990 ▼	-5.3%	48,166	0.6%	Utilities
LAM RESEARCH CORP COM NEW	$3,254,034	$38,254 ▼	-1.2%	33,430	0.6%	Stock
INTU Intuit	$3,242,383	$107,896 ▲	3.4%	4,117	0.6%	Computer and Technology
EOG EOG Resources	$3,146,836	$45,691 ▲	1.5%	26,309	0.6%	Energy
FLOT iShares Floating Rate Bond ETF	$3,140,702	$86,173 ▲	2.8%	61,558	0.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$3,096,831	$55,848 ▼	-1.8%	37,097	0.6%	ETF
RSG Republic Services	$3,081,088	$185,694 ▲	6.4%	12,494	0.6%	Business Services
VTI Vanguard Total Stock Market ETF	$3,042,978	$121,573 ▼	-3.8%	10,012	0.6%	ETF
TMO Thermo Fisher Scientific	$2,980,244	$76,229 ▼	-2.5%	7,350	0.5%	Medical
NOC Northrop Grumman	$2,953,239	$9,999 ▲	0.3%	5,907	0.5%	Aerospace
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$2,680,490	$16,778 ▲	0.6%	50,805	0.5%	Manufacturing
SCHD Schwab US Dividend Equity ETF	$2,626,233	$58,645 ▼	-2.2%	99,103	0.5%	ETF
CRDO Credo Technology Group	$2,542,336	$2,542,336 ▲	New Holding	27,458	0.5%	Computer and Technology
KVUE Kenvue	$2,460,567	$26,560 ▼	-1.1%	117,562	0.4%	Consumer Staples
FNDF Schwab Fundamental International Equity ETF	$2,446,623	$383,352 ▲	18.6%	61,135	0.4%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$2,415,136	$437,810 ▼	-15.3%	47,430	0.4%	ETF
JQUA JPMorgan U.S. Quality Factor ETF	$2,350,878	$126,765 ▲	5.7%	39,149	0.4%	ETF
TTE TotalEnergies	$2,320,490	$173,612 ▼	-7.0%	37,799	0.4%	Energy
NVDA NVIDIA	$2,268,769	$1,258,724 ▼	-35.7%	14,360	0.4%	Computer and Technology
FIS Fidelity National Information Services	$2,215,352	$142,550 ▼	-6.0%	27,212	0.4%	Business Services
PFFV Global X Variable Rate Preferred ETF	$2,157,735	$20,862 ▲	1.0%	94,638	0.4%	ETF
MMC Marsh & McLennan Companies	$2,088,231	$630,339 ▲	43.2%	9,551	0.4%	Finance
APH Amphenol	$1,975,494	$170,541 ▼	-7.9%	20,005	0.4%	Computer and Technology
SCHO Schwab Short-Term U.S. Treasury ETF	$1,866,222	$3,462 ▼	-0.2%	76,547	0.3%	ETF
QUS SPDR MSCI USA StrategicFactors ETF	$1,852,683	$81,544 ▼	-4.2%	11,360	0.3%	ETF
ABT Abbott Laboratories	$1,827,257	$98,741 ▲	5.7%	13,435	0.3%	Medical
CRM Salesforce	$1,791,979	$8,999 ▼	-0.5%	6,571	0.3%	Computer and Technology
VOO Vanguard S&P 500 ETF	$1,705,669	$339,657 ▲	24.9%	3,003	0.3%	ETF
VTV Vanguard Value ETF	$1,635,375	$17,497 ▲	1.1%	9,253	0.3%	ETF
PEP PepsiCo	$1,605,568	$190,661 ▼	-10.6%	12,160	0.3%	Consumer Staples
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$1,565,007	$58,871 ▼	-3.6%	62,153	0.3%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,517,727	$86,209 ▲	6.0%	30,686	0.3%	ETF
VONG Vanguard Russell 1000 Growth ETF	$1,504,230	$8,845 ▼	-0.6%	13,775	0.3%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$1,497,904	$488,450 ▲	48.4%	34,371	0.3%	ETF
PALANTIR TECHNOLOGIES INC CL A	$1,488,069	$146,680 ▲	10.9%	10,916	0.3%	Stock
XOM Exxon Mobil	$1,455,788	$20,481 ▼	-1.4%	13,505	0.3%	Energy
GS The Goldman Sachs Group	$1,446,641	$8,493 ▼	-0.6%	2,044	0.3%	Finance
IJH iShares Core S&P Mid-Cap ETF	$1,436,574	$300,426 ▲	26.4%	23,163	0.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,334,212	$306,012 ▲	29.8%	12,208	0.2%	ETF
FPEI First Trust Institutional Preferred Securities and Income ETF	$1,320,909	$4,159 ▲	0.3%	69,558	0.2%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,233,949	$57,834 ▼	-4.5%	12,439	0.2%	Finance
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	$1,188,358	$73,875 ▲	6.6%	14,574	0.2%	ETF
IVV iShares Core S&P 500 ETF	$1,178,033	$621 ▲	0.1%	1,897	0.2%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$1,149,111	$12,837 ▲	1.1%	45,205	0.2%	ETF
SPY SPDR S&P 500 ETF Trust	$1,136,490	$654,455 ▼	-36.5%	1,839	0.2%	Finance
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$1,107,988	$19,634 ▼	-1.7%	45,653	0.2%	ETF
DIVB iShares Core Dividend ETF	$1,067,220		0.0%	21,209	0.2%	ETF
FDN First Trust Dow Jones Internet Index Fund	$1,027,494		0.0%	3,815	0.2%	ETF
COST Costco Wholesale	$1,018,130	$157,473 ▲	18.3%	1,028	0.2%	Retail/Wholesale
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund	$973,565	$35,937 ▲	3.8%	20,914	0.2%	Manufacturing
PM Philip Morris International	$952,722	$217,645 ▼	-18.6%	5,231	0.2%	Consumer Staples
SCHM Schwab U.S. Mid-Cap ETF	$943,179	$56,408 ▲	6.4%	33,625	0.2%	ETF
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$938,090	$9,245 ▲	1.0%	18,265	0.2%	ETF
CSCO Cisco Systems	$926,211	$19,496 ▲	2.2%	13,350	0.2%	Computer and Technology

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