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 $602.44 million in total holdings as of September 30, 2025.
Princeton Global Asset Management LLC owns shares of 762 different stocks, but just 64 companies or ETFs make up 80% of its holdings.
Approximately 4.63% of the portfolio was purchased this quarter.
About 4.22% of the portfolio was sold this quarter.
This quarter, Princeton Global Asset Management LLC has purchased 755 new stocks and bought additional shares in 146 stocks.
Princeton Global Asset Management LLC sold shares of 133 stocks and completely divested from 32 stocks this quarter.

Largest Holdings

Broadcom: $38,594,992
Microsoft: $36,889,830
Taiwan Semiconductor Manufacturing: $27,802,962
JPMorgan Chase & Co.: $20,236,731
Blackstone: $17,079,965

Largest New Holdings this Quarter

33738R506 - First Trust Rising Dividend Achievers ETF: $60,265 Holding
92204A504 - Vanguard Health Care ETF: $51,920 Holding
218937100 - CORE NATURAL RESOURCES INC COM SHS: $42,825 Holding
576323109 - MasTec: $42,562 Holding
16679L109 - Chewy: $40,450 Holding

Largest Purchases this Quarter

T-Mobile US: 22,094 shares (about $5.29M)
Vertiv: 17,569 shares (about $2.65M)
Constellation Energy: 6,521 shares (about $2.15M)
Wells Fargo & Company: 25,169 shares (about $2.11M)
Bank of America: 37,745 shares (about $1.95M)

Largest Sales this Quarter

Vanguard International Dividend Appreciation ETF: 40,194 shares (about $3.60M)
Tapestry: 26,534 shares (about $3.00M)
Oracle: 8,010 shares (about $2.25M)
Credo Technology Group: 13,588 shares (about $1.98M)
Salesforce: 5,982 shares (about $1.42M)

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
AVGO Broadcom	$38,594,992	$829,727 ▼	-2.1%	116,986	6.4%	Computer and Technology
MSFT Microsoft	$36,889,830	$917,804 ▲	2.6%	71,223	6.1%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$27,802,962	$217,846 ▼	-0.8%	99,549	4.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$20,236,731	$143,521 ▼	-0.7%	64,156	3.4%	Finance
BX Blackstone	$17,079,965	$188,105 ▼	-1.1%	99,971	2.8%	Finance
GOOGL Alphabet	$15,549,643	$40,841 ▲	0.3%	63,964	2.6%	Computer and Technology
PWR Quanta Services	$14,653,950	$47,244 ▲	0.3%	35,360	2.4%	Construction
CRH PLC ORD	$13,909,323	$202,031 ▼	-1.4%	116,008	2.3%	Stock
AAPL Apple	$13,373,976	$124,514 ▲	0.9%	52,523	2.2%	Computer and Technology
BRK.B Berkshire Hathaway	$12,214,320	$1,174,879 ▲	10.6%	24,296	2.0%	Finance
V Visa	$11,878,795	$12,631 ▲	0.1%	34,796	2.0%	Business Services
DGRO iShares Core Dividend Growth ETF	$11,455,871	$329,098 ▼	-2.8%	168,271	1.9%	ETF
ETR Entergy	$10,244,375	$33,176 ▲	0.3%	109,930	1.7%	Utilities
GOOG Alphabet	$9,397,971	$217,249 ▲	2.4%	38,587	1.6%	Computer and Technology
GLD SPDR Gold Shares	$9,192,810	$56,164 ▼	-0.6%	25,861	1.5%	Finance
COCA-COLA EUROPACIFIC PARTNERS SHS	$8,204,630	$80,103 ▼	-1.0%	90,749	1.4%	Stock
JNJ Johnson & Johnson	$7,934,941	$419,424 ▼	-5.0%	42,794	1.3%	Medical
ETN Eaton	$7,921,198	$124,248 ▼	-1.5%	21,166	1.3%	Industrials
WSO Watsco	$7,740,807	$1,814,113 ▲	30.6%	19,146	1.3%	Construction
AMZN Amazon.com	$7,305,079	$215,178 ▲	3.0%	33,270	1.2%	Retail/Wholesale
CB Chubb	$7,001,925	$158,057 ▼	-2.2%	24,808	1.2%	Finance
BAC Bank of America	$6,803,735	$1,947,263 ▲	40.1%	131,881	1.1%	Finance
LINDE PLC SHS	$6,797,995	$27,549 ▼	-0.4%	14,312	1.1%	Stock
ABBV AbbVie	$6,456,902	$255,618 ▼	-3.8%	27,887	1.1%	Medical
TPR Tapestry	$6,123,129	$3,004,162 ▼	-32.9%	54,082	1.0%	Retail/Wholesale
SONY Sony	$5,985,668	$76,869 ▼	-1.3%	207,908	1.0%	Consumer Discretionary
CSL Carlisle Companies	$5,565,244	$99,344 ▼	-1.8%	16,918	0.9%	Multi-Sector Conglomerates
TMUS T-Mobile US	$5,308,937	$5,288,829 ▲	26,302.4%	22,178	0.9%	Computer and Technology
VRTX Vertex Pharmaceuticals	$5,231,735	$652,449 ▼	-11.1%	13,359	0.9%	Medical
RTX RTX	$5,057,868	$104,581 ▲	2.1%	30,227	0.8%	Aerospace
VIGI Vanguard International Dividend Appreciation ETF	$4,693,193	$3,600,172 ▼	-43.4%	52,397	0.8%	ETF
VMC Vulcan Materials	$4,662,216	$82,441 ▼	-1.7%	15,156	0.8%	Construction
INTU Intuit	$4,645,567	$1,834,190 ▲	65.2%	6,803	0.8%	Computer and Technology
LAM RESEARCH CORP COM NEW	$4,541,704	$65,476 ▲	1.5%	33,919	0.8%	Stock
HD Home Depot	$4,488,432	$80,230 ▼	-1.8%	11,077	0.7%	Retail/Wholesale
ACN Accenture	$4,373,511	$710,958 ▼	-14.0%	17,735	0.7%	Computer and Technology
MPC Marathon Petroleum	$4,345,189	$406,494 ▼	-8.6%	22,544	0.7%	Energy
META Meta Platforms	$4,298,142	$428,125 ▲	11.1%	5,853	0.7%	Computer and Technology
BKNG Booking	$4,220,452	$53,970 ▼	-1.3%	782	0.7%	Retail/Wholesale
BR Broadridge Financial Solutions	$4,168,872	$48,348 ▼	-1.1%	17,504	0.7%	Computer and Technology
PKG Packaging Corporation of America	$4,043,939	$91,749 ▼	-2.2%	18,556	0.7%	Industrials
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$3,904,802	$72,188 ▼	-1.8%	67,886	0.6%	ETF
KO CocaCola	$3,843,833	$46,424 ▼	-1.2%	57,959	0.6%	Consumer Staples
ICSH iShares Ultra Short-Term Bond Active ETF	$3,830,469	$67,599 ▲	1.8%	75,477	0.6%	ETF
JEPI JPMorgan Equity Premium Income ETF	$3,783,125	$64,181 ▼	-1.7%	66,254	0.6%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$3,700,400	$47,660 ▼	-1.3%	56,135	0.6%	ETF
NEE NextEra Energy	$3,646,185	$10,116 ▲	0.3%	48,300	0.6%	Utilities
GMO U.S. QUALITY ETF SHS	$3,528,222	$154,893 ▼	-4.2%	97,492	0.6%	ETF
TMO Thermo Fisher Scientific	$3,516,780	$48,016 ▼	-1.3%	7,251	0.6%	Medical
VTI Vanguard Total Stock Market ETF	$3,307,660	$21,988 ▲	0.7%	10,079	0.5%	ETF
IEFA iShares Core MSCI EAFE ETF	$3,258,731	$19,819 ▲	0.6%	37,324	0.5%	ETF
PG Procter & Gamble	$3,252,163	$25,352 ▲	0.8%	21,166	0.5%	Consumer Staples
FLOT iShares Floating Rate Bond ETF	$3,218,916	$74,226 ▲	2.4%	63,011	0.5%	ETF
EOG EOG Resources	$2,979,342	$29,599 ▲	1.0%	26,573	0.5%	Energy
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$2,951,603	$257,408 ▲	9.6%	55,659	0.5%	Manufacturing
RSG Republic Services	$2,895,860	$28,686 ▲	1.0%	12,619	0.5%	Business Services
NVDA NVIDIA	$2,771,372	$92,168 ▲	3.4%	14,854	0.5%	Computer and Technology
FNDF Schwab Fundamental International Equity ETF	$2,694,577	$68,220 ▲	2.6%	62,723	0.4%	ETF
VRT Vertiv	$2,680,639	$2,650,467 ▲	8,784.5%	17,769	0.4%	Computer and Technology
NOC Northrop Grumman	$2,676,130	$923,119 ▼	-25.6%	4,392	0.4%	Aerospace
ORCL Oracle	$2,660,382	$2,252,845 ▼	-45.9%	9,459	0.4%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$2,651,081	$54,436 ▼	-2.0%	97,109	0.4%	ETF
CEG Constellation Energy	$2,492,062	$2,145,878 ▲	619.9%	7,573	0.4%	Energy
APH Amphenol	$2,476,755	$1,114 ▲	0.0%	20,014	0.4%	Computer and Technology
JQUA JPMorgan U.S. Quality Factor ETF	$2,419,877	$42,967 ▼	-1.7%	38,466	0.4%	ETF
TTE TotalEnergies	$2,313,832	$57,601 ▲	2.6%	38,764	0.4%	Energy
PFFV Global X Variable Rate Preferred ETF	$2,216,828	$28,807 ▲	1.3%	95,884	0.4%	ETF
WFC Wells Fargo & Company	$2,151,454	$2,109,629 ▲	5,043.9%	25,668	0.4%	Finance
PALANTIR TECHNOLOGIES INC CL A	$2,037,996	$46,700 ▲	2.3%	11,172	0.3%	Stock
CRDO Credo Technology Group	$2,019,611	$1,978,549 ▼	-49.5%	13,870	0.3%	Computer and Technology
SCHO Schwab Short-Term U.S. Treasury ETF	$1,938,857	$71,102 ▲	3.8%	79,461	0.3%	ETF
KVUE Kenvue	$1,895,174	$12,854 ▼	-0.7%	116,770	0.3%	Consumer Staples
QUS SPDR MSCI USA StrategicFactors ETF	$1,888,366	$56,497 ▼	-2.9%	11,030	0.3%	ETF
VOO Vanguard S&P 500 ETF	$1,854,445	$15,311 ▲	0.8%	3,028	0.3%	ETF
FIS Fidelity National Information Services	$1,810,207	$15,826 ▲	0.9%	27,452	0.3%	Business Services
ADBE Adobe	$1,752,109	$1,691,083 ▲	2,771.1%	4,967	0.3%	Computer and Technology
ABT Abbott Laboratories	$1,739,158	$60,271 ▼	-3.3%	12,985	0.3%	Medical
VTV Vanguard Value ETF	$1,726,897	$1,305 ▲	0.1%	9,260	0.3%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,676,003	$13,437 ▲	0.8%	30,934	0.3%	ETF
MMC Marsh & McLennan Companies	$1,658,592	$266,221 ▼	-13.8%	8,230	0.3%	Finance
PAVE Global X U.S. Infrastructure Development ETF	$1,651,163	$14,051 ▲	0.9%	34,666	0.3%	ETF
VONG Vanguard Russell 1000 Growth ETF	$1,623,617	$36,271 ▼	-2.2%	13,474	0.3%	ETF
GS The Goldman Sachs Group	$1,596,180	$31,860 ▼	-2.0%	2,004	0.3%	Finance
PEP PepsiCo	$1,580,685	$127,101 ▼	-7.4%	11,255	0.3%	Consumer Staples
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$1,532,955	$32,671 ▼	-2.1%	60,856	0.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,461,965	$11,289 ▲	0.8%	12,303	0.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$1,332,745	$178,878 ▼	-11.8%	20,422	0.2%	ETF
IVV iShares Core S&P 500 ETF	$1,292,061	$22,092 ▲	1.7%	1,930	0.2%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$1,282,125	$1,138,703 ▼	-47.0%	25,120	0.2%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$1,279,828	$126,196 ▲	10.9%	50,150	0.2%	ETF
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF	$1,264,862	$25,512 ▲	2.1%	14,874	0.2%	ETF
FPEI First Trust Institutional Preferred Securities and Income ETF	$1,260,790	$84,458 ▼	-6.3%	65,191	0.2%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,238,689	$8,321 ▼	-0.7%	12,356	0.2%	Finance
SPY SPDR S&P 500 ETF Trust	$1,230,217	$5,328 ▲	0.4%	1,847	0.2%	Finance
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$1,197,106	$85,920 ▲	7.7%	49,183	0.2%	ETF
XOM Exxon Mobil	$1,165,054	$357,646 ▼	-23.5%	10,333	0.2%	Energy
DIVB iShares Core Dividend ETF	$1,108,327	$157 ▲	0.0%	21,212	0.2%	ETF
FDN First Trust Dow Jones Internet Index Fund	$1,067,590		0.0%	3,815	0.2%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$1,021,255	$24,601 ▲	2.5%	34,455	0.2%	ETF
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund	$977,867	$67,424 ▼	-6.5%	19,565	0.2%	Manufacturing

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

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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