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| Happy Holidays!! thanks for using AUM13F!! |
| Princeton Global Asset Management LLC
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| CRD # | 146644 |
| SEC # | 801-71305 |
| CIK # | 0001767349 |
| AUM | $782.8 M (2025-05-13) |
| Employees | 17 (88% Investors, 0% Brokers) |
| Phone | 609-945-1781 |
| Address | 17 Hulfish Street Princeton, NJ 08542 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 34.5 | ||
| Broadcom Inc | 32.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 22.7 | ||
| J P Morgan Chase & Co | 18.7 | ||
| Blackstone Group LP | 15.1 | ||
| Quanta Services Inc | 13.3 | ||
| VISA Inc | 12.3 | ||
| Alphabet Inc | 11.2 | ||
| CRH Public Ltd Co | 10.8 | ||
| Apple Inc | 10.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 240 | 89.7 |
| (b) Individuals (high net worth individuals) | 183 | 660.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 32.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,164 | 782.8 |
| By Discretionary | ||
| Discretionary | 1,145 | 750.3 |
| Non-Discretionary | 19 | 32.4 |
| Total | 1,164 | 782.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 782.8 | |
| Total | 1,164 | 782.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767349] |
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WV | 0.8 |
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CA | 0.8 |