Princeton Global Asset Management LLC Top Holdings and 13F Report (2025) About Princeton Global Asset Management LLCInvestment ActivityPrinceton 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 $34,545,833Broadcom $32,940,471Taiwan Semiconductor Manufacturing $22,723,585JPMorgan Chase & Co. $18,731,504Blackstone $15,118,402 Largest New Holdings this Quarter 921946810 - Vanguard International Dividend Appreciation ETF $8,344,271 HoldingG25457105 - Credo Technology Group $2,542,336 Holding808524805 - Schwab International Equity ETF $856,287 Holding92206C706 - Vanguard Intermediate-Term Treasury ETF $486,794 Holding464288802 - 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 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$34,545,833$840,131 ▼-2.4%69,4516.3%Computer and TechnologyAVGOBroadcom$32,940,471$1,142,294 ▼-3.4%119,5016.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$22,723,585$658,408 ▼-2.8%100,3294.1%Computer and TechnologyJPMJPMorgan Chase & Co.$18,731,504$52,764 ▼-0.3%64,6113.4%FinanceBXBlackstone$15,118,402$8,077 ▲0.1%101,0722.7%FinancePWRQuanta Services$13,325,878$141,781 ▼-1.1%35,2462.4%ConstructionVVisa$12,341,179$1,977,628 ▲19.1%34,7592.2%Business ServicesGOOGLAlphabet$11,242,707$418,015 ▼-3.6%63,7962.0%Computer and TechnologyDGROiShares Core Dividend Growth ETF$11,068,361$49,873 ▼-0.4%173,1052.0%ETFCRH PLC ORD$10,804,217$222,340 ▼-2.0%117,6932.0%StockAAPLApple$10,675,753$211,324 ▼-1.9%52,0341.9%Computer and TechnologyBRK.BBerkshire Hathaway$10,666,781$868,051 ▼-7.5%21,9591.9%FinanceETREntergy$9,107,775$157,595 ▼-1.7%109,5741.7%UtilitiesCOCA-COLA EUROPACIFIC PARTNERS SHS$8,496,411$167,082 ▼-1.9%91,6351.5%StockVIGIVanguard International Dividend Appreciation ETF$8,344,271$8,344,271 ▲New Holding92,5911.5%ETFGLDSPDR Gold Shares$7,931,372$393,536 ▼-4.7%26,0191.4%FinanceETNEaton$7,674,689$73,898 ▲1.0%21,4981.4%IndustrialsCBChubb$7,349,577$54,467 ▼-0.7%25,3681.3%FinanceAMZNAmazon.com$7,084,033$229,041 ▲3.3%32,2901.3%Retail/WholesaleTPRTapestry$7,078,931$55,847 ▼-0.8%80,6161.3%Retail/WholesaleJNJJohnson & Johnson$6,882,229$764,964 ▼-10.0%45,0561.2%MedicalLINDE PLC SHS$6,742,211$39,412 ▲0.6%14,3701.2%StockVRTXVertex Pharmaceuticals$6,689,130$82,807 ▼-1.2%15,0251.2%MedicalGOOGAlphabet$6,686,734$429,462 ▲6.9%37,6951.2%Computer and TechnologyWSOWatsco$6,473,796$60,061 ▲0.9%14,6591.2%ConstructionCSLCarlisle Companies$6,429,831$202,379 ▼-3.1%17,2201.2%Multi-Sector ConglomeratesACNAccenture$6,162,558$115,970 ▲1.9%20,6181.1%Computer and TechnologySONYSony$5,481,342$114,141 ▼-2.0%210,5781.0%Consumer DiscretionaryABBVAbbVie$5,381,351$39,537 ▲0.7%28,9911.0%MedicalBKNGBooking$4,587,409$92,675 ▼-2.0%7920.8%Retail/WholesaleBACBank of America$4,454,503$129,420 ▼-2.8%94,1360.8%FinanceRTXRTX$4,322,411$4,320,513 ▲227,607.7%29,6020.8%AerospaceBRBroadridge Financial Solutions$4,303,356$102,802 ▼-2.3%17,7070.8%Computer and TechnologyKOCocaCola$4,150,094$191,943 ▼-4.4%58,6590.8%Consumer StaplesHDHome Depot$4,133,759$105,590 ▲2.6%11,2750.8%Retail/WholesaleMPCMarathon Petroleum$4,095,067$47,839 ▼-1.2%24,6530.7%EnergyVMCVulcan Materials$4,022,925$97,026 ▼-2.4%15,4240.7%ConstructionMETAMeta Platforms$3,889,810$243,574 ▲6.7%5,2700.7%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$3,830,423$523,814 ▼-12.0%67,3780.7%ETFORCLOracle$3,819,162$6,605,539 ▼-63.4%17,4690.7%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$3,761,271$99,334 ▲2.7%69,1410.7%ETFICSHiShares Ultra Short-Term Bond Active ETF$3,759,899$62,475 ▲1.7%74,1450.7%ETFPKGPackaging Corporation of America$3,576,150$3,580 ▲0.1%18,9770.6%IndustrialsGMO U.S. QUALITY ETF SHS$3,486,720$70,679 ▼-2.0%101,7720.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,413,192$73,597 ▲2.2%56,8580.6%ETFPGProcter & Gamble$3,345,924$1,073,035 ▼-24.3%21,0010.6%Consumer StaplesNEENextEra Energy$3,343,690$187,990 ▼-5.3%48,1660.6%UtilitiesLAM RESEARCH CORP COM NEW$3,254,034$38,254 ▼-1.2%33,4300.6%StockINTUIntuit$3,242,383$107,896 ▲3.4%4,1170.6%Computer and TechnologyEOGEOG Resources$3,146,836$45,691 ▲1.5%26,3090.6%EnergyFLOTiShares Floating Rate Bond ETF$3,140,702$86,173 ▲2.8%61,5580.6%ETFIEFAiShares Core MSCI EAFE ETF$3,096,831$55,848 ▼-1.8%37,0970.6%ETFRSGRepublic Services$3,081,088$185,694 ▲6.4%12,4940.6%Business ServicesVTIVanguard Total Stock Market ETF$3,042,978$121,573 ▼-3.8%10,0120.6%ETFTMOThermo Fisher Scientific$2,980,244$76,229 ▼-2.5%7,3500.5%MedicalNOCNorthrop Grumman$2,953,239$9,999 ▲0.3%5,9070.5%AerospaceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,680,490$16,778 ▲0.6%50,8050.5%ManufacturingSCHDSchwab US Dividend Equity ETF$2,626,233$58,645 ▼-2.2%99,1030.5%ETFCRDOCredo Technology Group$2,542,336$2,542,336 ▲New Holding27,4580.5%Computer and TechnologyKVUEKenvue$2,460,567$26,560 ▼-1.1%117,5620.4%Consumer StaplesFNDFSchwab Fundamental International Equity ETF$2,446,623$383,352 ▲18.6%61,1350.4%ETFJMSTJPMorgan Ultra-Short Municipal ETF$2,415,136$437,810 ▼-15.3%47,4300.4%ETFJQUAJPMorgan U.S. Quality Factor ETF$2,350,878$126,765 ▲5.7%39,1490.4%ETFTTETotalEnergies$2,320,490$173,612 ▼-7.0%37,7990.4%EnergyNVDANVIDIA$2,268,769$1,258,724 ▼-35.7%14,3600.4%Computer and TechnologyFISFidelity National Information Services$2,215,352$142,550 ▼-6.0%27,2120.4%Business ServicesPFFVGlobal X Variable Rate Preferred ETF$2,157,735$20,862 ▲1.0%94,6380.4%ETFMMCMarsh & McLennan Companies$2,088,231$630,339 ▲43.2%9,5510.4%FinanceAPHAmphenol$1,975,494$170,541 ▼-7.9%20,0050.4%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$1,866,222$3,462 ▼-0.2%76,5470.3%ETFQUSSPDR MSCI USA StrategicFactors ETF$1,852,683$81,544 ▼-4.2%11,3600.3%ETFABTAbbott Laboratories$1,827,257$98,741 ▲5.7%13,4350.3%MedicalCRMSalesforce$1,791,979$8,999 ▼-0.5%6,5710.3%Computer and TechnologyVOOVanguard S&P 500 ETF$1,705,669$339,657 ▲24.9%3,0030.3%ETFVTVVanguard Value ETF$1,635,375$17,497 ▲1.1%9,2530.3%ETFPEPPepsiCo$1,605,568$190,661 ▼-10.6%12,1600.3%Consumer StaplesIBDQiShares iBonds Dec 2025 Term Corporate ETF$1,565,007$58,871 ▼-3.6%62,1530.3%ETFVWOVanguard FTSE Emerging Markets ETF$1,517,727$86,209 ▲6.0%30,6860.3%ETFVONGVanguard Russell 1000 Growth ETF$1,504,230$8,845 ▼-0.6%13,7750.3%ETFPAVEGlobal X U.S. Infrastructure Development ETF$1,497,904$488,450 ▲48.4%34,3710.3%ETFPALANTIR TECHNOLOGIES INC CL A$1,488,069$146,680 ▲10.9%10,9160.3%StockXOMExxon Mobil$1,455,788$20,481 ▼-1.4%13,5050.3%EnergyGSThe Goldman Sachs Group$1,446,641$8,493 ▼-0.6%2,0440.3%FinanceIJHiShares Core S&P Mid-Cap ETF$1,436,574$300,426 ▲26.4%23,1630.3%ETFIJRiShares Core S&P Small-Cap ETF$1,334,212$306,012 ▲29.8%12,2080.2%ETFFPEIFirst Trust Institutional Preferred Securities and Income ETF$1,320,909$4,159 ▲0.3%69,5580.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,233,949$57,834 ▼-4.5%12,4390.2%FinanceGSEWGoldman Sachs Equal Weight U.S. Large Cap Equity ETF$1,188,358$73,875 ▲6.6%14,5740.2%ETFIVViShares Core S&P 500 ETF$1,178,033$621 ▲0.1%1,8970.2%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,149,111$12,837 ▲1.1%45,2050.2%ETFSPYSPDR S&P 500 ETF Trust$1,136,490$654,455 ▼-36.5%1,8390.2%FinanceIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,107,988$19,634 ▼-1.7%45,6530.2%ETFDIVBiShares Core Dividend ETF$1,067,2200.0%21,2090.2%ETFFDNFirst Trust Dow Jones Internet Index Fund$1,027,4940.0%3,8150.2%ETFCOSTCostco Wholesale$1,018,130$157,473 ▲18.3%1,0280.2%Retail/WholesaleDGRSWisdomTree U.S. SmallCap Quality Dividend Growth Fund$973,565$35,937 ▲3.8%20,9140.2%ManufacturingPMPhilip Morris International$952,722$217,645 ▼-18.6%5,2310.2%Consumer StaplesSCHMSchwab U.S. Mid-Cap ETF$943,179$56,408 ▲6.4%33,6250.2%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$938,090$9,245 ▲1.0%18,2650.2%ETFCSCOCisco Systems$926,211$19,496 ▲2.2%13,3500.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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