PG

Princeton Global Asset Management LLC

13F
Princeton Global Asset Management LLC
Last update 2024-10-29 668 Stocks (55 new)
Value $514.00 Mil Turnover 9 %
Countries:
Top Holdings: MSFT(5.55%)AVGO(5.41%)TSM(3.44%)BX(3.05%)AAPL(2.64%)
Portfolio Report
Summary Stock Picks Current Portfolio
Princeton Global Asset Managem... Top Holdings of 2024-09-30 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
66,296
28527.130
+4.37%
5.550
+0.23%
0.000
+4.32%
+10.02%
3059156.044
Software
AVGO 		Broadcom Inc
161,248
27815.240
+3.40%
5.410
+0.18%
0.000
+22.80%
+57.47%
812213.181
Semiconductors
TSM 		Taiwan Semiconductor Manufacturing Co Ltd
101,959
17707.210
+2.97%
3.440
+0.10%
0.000
+32.80%
+90.27%
1015227.021
Semiconductors
BX 		Blackstone Inc
102,307
15666.260
+1.85%
3.050
+0.06%
0.010
+31.65%
+32.88%
128775.161
Asset Management
AAPL 		Apple Inc
58,160
13551.350
+4.04%
2.640
+0.10%
0.000
+6.90%
+16.50%
3377630.649
Hardware
UNH 		UnitedHealth Group Inc
23,168
13546.140
+3.15%
2.630
+0.08%
0.000
-0.16%
+8.97%
521828.826
Healthcare Plans
JPM 		JPMorgan Chase & Co
63,794
13451.670
+3.67%
2.620
+0.09%
0.000
+14.34%
+33.32%
623569.750
Banks
JNJ 		Johnson & Johnson
71,884
11649.600
-0.59%
2.270
-0.01%
0.000
-1.05%
+3.40%
381247.098
Drug Manufacturers
DGRO 		iShares Core Dividend Growth ETF
182,181
11420.940
+4.05%
2.220
+0.09%
0.040
+7.90%
+15.96%
30270.044
 
CRH 		CRH PLC
121,293
11248.710
+2.92%
2.190
+0.06%
0.020
+26.11%
+41.89%
65807.187
Building Materials

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
STE 		Steris PLC2024-09-30Sold Out
-0.67%
●
213.51 ($233.86) 247.17
$227.44
-2.75%
Sold Out
0
-13,759
CSCO 		Cisco Systems Inc2024-09-30Reduce
-0.58%
●
44.74 ($48.64) 53.22
$56.16
15.46%
Reduce -79.86%
13,827
-54,832
IEFA 		iShares Core MSCI EAFE ETF2024-09-30Add
+0.48%
●
70.09 ($74.86) 78.74
$74.74
-0.16%
Add 1042.75%
34,774
31,731
VTI 		Vanguard Total Stock Market ETF2024-09-30Add
+0.43%
●
255.18 ($272.76) 283.2
$285.30
4.60%
Add 298.8%
10,616
7,954
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.38%
●
25.67 ($27.24) 28.35
$28.38
4.19%
Add 192.58%
103,368
22,679
GOOG 		Alphabet Inc2024-09-30Add
+0.25%
●
149.54 ($169.25) 192.66
$171.41
1.28%
Add 28.67%
33,704
7,509
VWO 		Vanguard FTSE Emerging Markets ETF2024-09-30Add
+0.24%
●
41.9 ($44.52) 48.26
$47.41
6.49%
Add 692.48%
29,821
26,058
MSFT 		Microsoft Corp2024-09-30Add
+0.23%
●
395.15 ($427.47) 467.56
$411.46
-3.75%
Add 4.37%
66,296
2,773
VONG 		Vanguard Russell 1000 Growth Index Fund2024-09-30New Buy
+0.21%
●
85.48 ($93.31) 98.39
$98.04
5.07%
New holding
10,952
10,952
VTV 		Vanguard Value ETF2024-09-30Add
+0.21%
●
159.75 ($167.43) 174.57
$173.57
3.67%
Add 305.13%
8,135
6,127

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 2024-09-30

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

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