Princeton Global Asset Management LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 9, 2025), Princeton Global Asset Management LLC reported 760 stock positions worth $602.4 million. Its top holding was Broadcom (AVGO) at 6.4% of the portfolio, followed by Microsoft (MSFT, 6.1%) and Taiwan Semiconductor-SP ADR (TSM, 4.6%). Compared with Q2 2025, it opened 37 new positions, sold out of 32, added to 146 and reduced 133. The biggest buy was T-Mobile US (TMUS, shares +26302%) and the biggest sale Vanguard Int Div App Indx FD (VIGI, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- PRINCETON, NJ
- CIK
- 0001767349
- Portfolio Value
- $602.4M (Q3 2025)
- SEC Filing
- 0001767349-25-000007 ↗ filed Oct 9, 2025
Holdings Value
Holdings 760 stocks · $602.4M
| AVGO Broadcom Inc. | 6.41% | 116,986 | $38.6M | Reduce -2.1% |
| MSFT Microsoft Corp. | 6.12% | 71,223 | $36.9M | Add +2.5% |
| TSM Taiwan Semiconductor-SP ADR | 4.62% | 99,549 | $27.8M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 3.36% | 64,156 | $20.2M | Reduce -0.7% |
| BX Blackstone Inc. | 2.84% | 99,971 | $17.1M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 2.58% | 63,964 | $15.5M | Add +0.3% |
| PWR Quanta Services Inc. | 2.43% | 35,360 | $14.7M | Add +0.3% |
| CRH CRH PLC | 2.31% | 116,008 | $13.9M | Reduce -1.4% |
| AAPL Apple Inc. | 2.22% | 52,523 | $13.4M | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.03% | 24,296 | $12.2M | Add +10.6% |
| V Visa Inc. Class A | 1.97% | 34,796 | $11.9M | Add +0.1% |
| DGRO iShares Core Dividend Growth | 1.90% | 168,271 | $11.5M | Reduce -2.8% |
| ETR Entergy Corp. | 1.70% | 109,930 | $10.2M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 1.56% | 38,587 | $9.4M | Add +2.4% |
| GLD SPDR Gold Shares | 1.53% | 25,861 | $9.2M | Reduce -0.6% |
| CCEP Coca-Cola Europacific Partne | 1.36% | 90,749 | $8.2M | Reduce -1.0% |
| JNJ Johnson & Johnson | 1.32% | 42,794 | $7.9M | Reduce -5.0% |
| ETN Eaton Corp. PLC | 1.31% | 21,166 | $7.9M | Reduce -1.5% |
| WSO Watsco Inc. | 1.28% | 19,146 | $7.7M | Add +30.6% |
| AMZN Amazon.com Inc. | 1.21% | 33,270 | $7.3M | Add +3.0% |
| CB Chubb Ltd. | 1.16% | 24,808 | $7.0M | Reduce -2.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.13% | 131,881 | $6.8M | Add +40.1% |
| LIN Linde PLC | 1.13% | 14,312 | $6.8M | Reduce -0.4% |
| ABBV Abbvie Inc. | 1.07% | 27,887 | $6.5M | Reduce -3.8% |
| TPR Tapestry Inc. | 1.02% | 54,082 | $6.1M | Reduce -32.9% |
| SONY Sony Group Corp. - SP ADR | 0.99% | 207,908 | $6.0M | Reduce -1.3% |
| CSL Carlisle Cos Inc. | 0.92% | 16,918 | $5.6M | Reduce -1.8% |
| TMUS T-Mobile US Inc. | 0.88% | 22,178 | $5.3M | Add +26302.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.87% | 13,359 | $5.2M | Reduce -11.1% |
| RTX RTX Corp. | 0.84% | 30,227 | $5.1M | Add +2.1% |
| VIGI Vanguard Int Div App Indx FD | 0.78% | 52,397 | $4.7M | Reduce -43.4% |
| VMC Vulcan Materials Co. | 0.77% | 15,156 | $4.7M | Reduce -1.7% |
| INTU Intuit Inc. | 0.77% | 6,803 | $4.6M | Add +65.2% |
| LRCX Lam Research Corp. | 0.75% | 33,919 | $4.5M | Add +1.5% |
| HD Home Depot Inc. | 0.74% | 11,077 | $4.5M | Reduce -1.8% |
| ACN Accenture PLC Class A | 0.73% | 17,735 | $4.4M | Reduce -14.0% |
| MPC Marathon Petroleum Corp. | 0.72% | 22,544 | $4.3M | Reduce -8.6% |
| META Meta Platforms Inc. Class A | 0.71% | 5,853 | $4.3M | Add +11.1% |
| BKNG Booking Holdings Inc. | 0.70% | 782 | $4.2M | Reduce -1.3% |
| BR Broadridge Financial Solutio | 0.69% | 17,504 | $4.2M | Reduce -1.1% |
| PKG Packaging Corp. of America | 0.67% | 18,556 | $4.0M | Reduce -2.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.65% | 67,886 | $3.9M | Reduce -1.8% |
| KO The Coca-Cola Co. | 0.64% | 57,959 | $3.8M | Reduce -1.2% |
| ICSH iShares Ultra Short Duration | 0.64% | 75,477 | $3.8M | Add +1.8% |
| JEPI JPMorgan Equity Premium Inco | 0.63% | 66,254 | $3.8M | Reduce -1.7% |
| IEMG iShares Core MSCI Emerging | 0.61% | 56,135 | $3.7M | Reduce -1.3% |
| NEE Nextera Energy Inc. | 0.61% | 48,300 | $3.6M | Add +0.3% |
| QLTY GMO U.S. Quality ETF | 0.59% | 97,492 | $3.5M | Reduce -4.2% |
| TMO Thermo Fisher Scientific Inc. | 0.58% | 7,251 | $3.5M | Reduce -1.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.55% | 10,079 | $3.3M | Add +0.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.54% | 37,324 | $3.3M | Add +0.6% |
| PG The Procter & Gamble Co. | 0.54% | 21,166 | $3.3M | Add +0.8% |
| FLOT iShares Floating Rate Bond E | 0.53% | 63,011 | $3.2M | Add +2.4% |
| EOG EOG Resources Inc. | 0.49% | 26,573 | $3.0M | Add +1.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.49% | 55,659 | $3.0M | Add +9.6% |
| RSG Republic Services Inc. | 0.48% | 12,619 | $2.9M | Add +1.0% |
| NVDA Nvidia Corp. | 0.46% | 14,854 | $2.8M | Add +3.4% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.45% | 62,723 | $2.7M | Add +2.6% |
| VRT Vertiv Holdings Co. Class A | 0.45% | 17,769 | $2.7M | Add +8784.5% |
| NOC Northrop Grumman Corp. | 0.44% | 4,392 | $2.7M | Reduce -25.6% |
| ORCL Oracle Corp. | 0.44% | 9,459 | $2.7M | Reduce -45.9% |
| SCHD Schwab US DVD Equity ETF | 0.44% | 97,109 | $2.7M | Reduce -2.0% |
| CEG Constellation Energy | 0.41% | 7,573 | $2.5M | Add +619.9% |
| APH Amphenol Corp. Class A | 0.41% | 20,014 | $2.5M | Add +0.0% |
| JQUA JPMorgan US Quality Factor | 0.40% | 38,466 | $2.4M | Reduce -1.7% |
| TTE Totalenergies SE -Spon ADR | 0.38% | 38,764 | $2.3M | Add +2.5% |
| PFFV Global X Variable Rate Pref | 0.37% | 95,884 | $2.2M | Add +1.3% |
| WFC Wells Fargo & Co. | 0.36% | 25,668 | $2.2M | Add +5043.9% |
| PLTR Palantir Technologies Inc. Class A | 0.34% | 11,172 | $2.0M | Add +2.4% |
| CRDO Credo Technology Group Holdi | 0.34% | 13,870 | $2.0M | Reduce -49.5% |
| SCHO Schwab Short-Term US Treas | 0.32% | 79,461 | $1.9M | Add +3.8% |
| KVUE Kenvue Inc. | 0.31% | 116,770 | $1.9M | Reduce -0.7% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.31% | 11,030 | $1.9M | Reduce -2.9% |
| VOO Vanguard S&P 500 ETF | 0.31% | 3,028 | $1.9M | Add +0.8% |
| FIS Fidelity National Info Serv | 0.30% | 27,452 | $1.8M | Add +0.9% |
| ADBE Adobe Inc. | 0.29% | 4,967 | $1.8M | Add +2771.1% |
| ABT Abbott Laboratories | 0.29% | 12,985 | $1.7M | Reduce -3.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.29% | 9,260 | $1.7M | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.28% | 30,934 | $1.7M | Add +0.8% |
| MRSH Marsh & McLennan Cos | 0.28% | 8,230 | $1.7M | Reduce -13.8% |
| PAVE Global X US Infrastructure | 0.27% | 34,666 | $1.7M | Add +0.9% |
| VONG Vanguard Russell 1000 Growth | 0.27% | 13,474 | $1.6M | Reduce -2.2% |
| GS Goldman Sachs Group Inc. | 0.27% | 2,004 | $1.6M | Reduce -2.0% |
| PEP Pepsico Inc. | 0.26% | 11,255 | $1.6M | Reduce -7.4% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.25% | 60,856 | $1.5M | Reduce -2.1% |
| IJR iShares Core S&P Small-Cap E | 0.24% | 12,303 | $1.5M | Add +0.8% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 20,422 | $1.3M | Reduce -11.8% |
| IVV iShares Core S&P 500 ETF | 0.21% | 1,930 | $1.3M | Add +1.7% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.21% | 25,120 | $1.3M | Reduce -47.0% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.21% | 50,150 | $1.3M | Add +10.9% |
| GSEW Goldman Sachs Eql WGHT Large | 0.21% | 14,874 | $1.3M | Add +2.1% |
| FPEI First Trust Institutional PR | 0.21% | 65,191 | $1.3M | Reduce -6.3% |
| AGG iShares Core U.S. Aggregate | 0.21% | 12,356 | $1.2M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 1,847 | $1.2M | Add +0.4% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.20% | 49,183 | $1.2M | Add +7.7% |
| XOM Exxon Mobil Corp. | 0.19% | 10,333 | $1.2M | Reduce -23.5% |
| DIVB iShares Core Dividend ETF | 0.18% | 21,212 | $1.1M | Add +0.0% |
| FDN First Trust DJ Internet Ind | 0.18% | 3,815 | $1.1M | No change |
| SCHM Schwab US Mid Cap ETF | 0.17% | 34,455 | $1.0M | Add +2.5% |
| DGRS Wisdomtree U.S. Smallcap Qua | 0.16% | 19,565 | $978K | Reduce -6.5% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $2K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 62 | $2K | No change |
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | 350 | $27 | No change |
Total filed on the 13F, all lines: $602.4M.
Portfolio Sells Q2 2025 → Q3 2025
| VIGI Vanguard Int Div App Indx FD | Reduce -43.4% | 0.78% | −0.74 |
| ACN Accenture PLC Class A | Reduce -14.0% | 0.73% | −0.39 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -11.1% | 0.87% | −0.35 |
| CRM Salesforce Inc. | Reduce -91.0% | 0.02% | −0.30 |
| TPR Tapestry Inc. | Reduce -32.9% | 1.02% | −0.27 |
| ORCL Oracle Corp. | Reduce -45.9% | 0.44% | −0.25 |
| CSL Carlisle Cos Inc. | Reduce -1.8% | 0.92% | −0.24 |
| JMST JPM Ultra-Short Muni Income | Reduce -47.0% | 0.21% | −0.23 |
| CCEP Coca-Cola Europacific Partne | Reduce -1.0% | 1.36% | −0.18 |
| CB Chubb Ltd. | Reduce -2.2% | 1.16% | −0.17 |
| BKNG Booking Holdings Inc. | Reduce -1.3% | 0.70% | −0.13 |
| KVUE Kenvue Inc. | Reduce -0.7% | 0.31% | −0.13 |
| CRDO Credo Technology Group Holdi | Reduce -49.5% | 0.34% | −0.13 |
| KO The Coca-Cola Co. | Reduce -1.2% | 0.64% | −0.12 |
| DGRO iShares Core Dividend Growth | Reduce -2.8% | 1.90% | −0.11 |
| MRSH Marsh & McLennan Cos | Reduce -13.8% | 0.28% | −0.10 |
| LIN Linde PLC | Reduce -0.4% | 1.13% | −0.10 |
| NOC Northrop Grumman Corp. | Reduce -25.6% | 0.44% | −0.09 |
| BR Broadridge Financial Solutio | Reduce -1.1% | 0.69% | −0.09 |
| ETN Eaton Corp. PLC | Reduce -1.5% | 1.31% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -23.5% | 0.19% | −0.07 |
| JEPI JPMorgan Equity Premium Inco | Reduce -1.7% | 0.63% | −0.07 |
| TXN Texas Instruments Inc. | Reduce -37.2% | 0.07% | −0.07 |
| HON Honeywell International Inc. | Reduce -22.8% | 0.10% | −0.06 |
| QLTY GMO U.S. Quality ETF | Reduce -4.2% | 0.59% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -12.4% | 0.14% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -59.5% | 0.03% | −0.04 |
| ABT Abbott Laboratories | Reduce -3.4% | 0.29% | −0.04 |
| PM Philip Morris International | Reduce -6.4% | 0.13% | −0.04 |
| MUNI PIMCO Intermediate Municipal | Reduce -18.2% | 0.13% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -0.7% | 3.36% | −0.04 |
| XYL Xylem Inc. | Reduce -47.3% | 0.05% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -11.8% | 0.22% | −0.04 |
| ECL Ecolab Inc. | Reduce -35.5% | 0.06% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.0% | 0.44% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -49.0% | 0.02% | −0.04 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -1.8% | 0.65% | −0.03 |
| FPEI First Trust Institutional PR | Reduce -6.3% | 0.21% | −0.03 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -2.1% | 0.25% | −0.03 |
| PEP Pepsico Inc. | Reduce -7.4% | 0.26% | −0.03 |
| JQUA JPMorgan US Quality Factor | Reduce -1.7% | 0.40% | −0.03 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -2.9% | 0.31% | −0.02 |
| MPC Marathon Petroleum Corp. | Reduce -8.6% | 0.72% | −0.02 |
| MDYG SS SPDR S&P 400 MC GR ETF | Sold out | 0.00% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -0.7% | 0.21% | −0.02 |
| ZTS Zoetis Inc. | Reduce -14.7% | 0.05% | −0.02 |
| LHX L3HARRIS Technologies Inc. | Reduce -20.8% | 0.13% | −0.02 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -2.5% | 0.14% | −0.02 |
| PEG Public Service Enterprise GP | Reduce -0.6% | 0.14% | −0.02 |
| CDW CDW Corp. | Reduce -89.1% | 0.00% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| TMUS T-Mobile US Inc. | Add +26302.4% | 0.88% | +0.88 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 2.58% | +0.54 |
| VRT Vertiv Holdings Co. Class A | Add +8784.5% | 0.45% | +0.44 |
| CEG Constellation Energy | Add +619.9% | 0.41% | +0.35 |
| WFC Wells Fargo & Co. | Add +5043.9% | 0.36% | +0.35 |
| GOOG Alphabet Inc. Class C | Add +2.4% | 1.56% | +0.35 |
| BAC Bank of America Corp. | Add +40.1% | 1.13% | +0.32 |
| AAPL Apple Inc. | Add +0.9% | 2.22% | +0.28 |
| ADBE Adobe Inc. | Add +2771.1% | 0.29% | +0.28 |
| INTU Intuit Inc. | Add +65.2% | 0.77% | +0.18 |
| LRCX Lam Research Corp. | Add +1.5% | 0.75% | +0.16 |
| DE Deere & Co. | Add +593.5% | 0.16% | +0.13 |
| WSO Watsco Inc. | Add +30.6% | 1.28% | +0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +10.6% | 2.03% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | Add +2.4% | 0.34% | +0.07 |
| WM Waste Management Inc. | Add +115.8% | 0.12% | +0.06 |
| RTX RTX Corp. | Add +2.1% | 0.84% | +0.06 |
| APH Amphenol Corp. Class A | Add +0.0% | 0.41% | +0.05 |
| NVDA Nvidia Corp. | Add +3.4% | 0.46% | +0.05 |
| ETR Entergy Corp. | Add +0.3% | 1.70% | +0.05 |
| GLW Corning Inc. | Add +0.0% | 0.09% | +0.03 |
| MO Altria Group Inc. | Add +27.1% | 0.08% | +0.02 |
| IBDU iShares Ibonds Dec 2029 Term | Add +44.4% | 0.06% | +0.02 |
| FIX Comfort Systems USA Inc. | Add +9.1% | 0.04% | +0.01 |
| PWR Quanta Services Inc. | Add +0.3% | 2.43% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +109.4% | 0.03% | +0.01 |
| ANET Arista Networks Inc. | Add +446.4% | 0.01% | +0.01 |
| SUSA iShares ESG Optimized MSCI U | Add +34.9% | 0.05% | +0.01 |
| TJX TJX Companies Inc. | Add +224.2% | 0.02% | +0.01 |
| RDVY First Trust Rising Dividend | New | 0.01% | +0.01 |
| F Ford Motor Co. | Add +750.8% | 0.01% | +0.01 |
| SCHB Schwab US Broad Market ETF | Add +51.3% | 0.03% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +112.1% | 0.02% | +0.01 |
| INGR Ingredion Inc. | Add +322.6% | 0.01% | +0.01 |
| C Citigroup Inc. | Add +90.4% | 0.02% | +0.01 |
| VHT Vanguard Health Care ETF | New | 0.01% | +0.01 |
| MA Mastercard Inc. Class A | Add +53.4% | 0.03% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +30.4% | 0.04% | +0.01 |
| GILD Gilead Sciences Inc. | Add +63.2% | 0.02% | +0.01 |
| META Meta Platforms Inc. Class A | Add +11.1% | 0.71% | +0.01 |
| IBB iShares Biotechnology ETF | Add +375.0% | 0.01% | +0.01 |
| CNR Core Natural Resources Inc. | New | 0.01% | +0.01 |
| MTZ Mastec Inc. | New | 0.01% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +118.6% | 0.01% | +0.01 |
| CHWY Chewy Inc. Class A | New | 0.01% | +0.01 |
| SYY Sysco Corp. | Add +42.2% | 0.02% | +0.01 |
| COF Capital One Financial Corp. | Add +111.7% | 0.01% | +0.01 |
| VST Vistra Corp. | New | 0.01% | +0.01 |
| SDVY First Trust Smid Cap Rising | New | 0.01% | +0.01 |
| NFLX Netflix Inc. | Add +30.8% | 0.09% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 830 | $697.8M | TSM, AVGO, MSFT, PWR, GOOGL |
| Q1 2026 | 828 | $612.9M | AVGO, TSM, MSFT, PWR, JPM |
| Q4 2025 | 827 | $617.5M | AVGO, MSFT, TSM, JPM, GOOGL |
| Q3 2025 | 760 | $602.4M | AVGO, MSFT, TSM, JPM, BX |
| Q2 2025 | 754 | $551.0M | MSFT, AVGO, TSM, JPM, BX |
| Q1 2025 | 598 | $503.7M | MSFT, AVGO, TSM, JPM, BX |
| Q4 2024 | 652 | $534.8M | AVGO, MSFT, TSM, BX, JPM |
| Q3 2024 | 667 | $514.2M | MSFT, AVGO, TSM, BX, AAPL |
| Q2 2024 | 681 | $453.1M | MSFT, AVGO, TSM, JPM, BX |
| Q1 2024 | 598 | $420.3M | MSFT, AVGO, TSM, BX, JNJ |