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Princeton Global Asset Management LLC
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CRD # | 146644 |
SEC # | 801-71305 |
CIK # | 0001767349 |
AUM | $605.8 MM (2024-03-07) |
Employees | 15 (87% Investors, 0% Brokers) |
Phone | 609-945-1781 |
Address | 17 Hulfish Street Princeton, NJ 08542 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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CIK | Period |
---|---|
0001767349 | |
/ |
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
Microsoft Corp | 1,918,222.4 | 28.4 | |
Broadcom Inc | 201,282.9 | 25.0 | |
Taiwan Semiconductor Manufacturing Co Ltd | 437,370.3 | 17.2 | |
J P Morgan Chase & Co | 340,169.2 | 12.4 | |
Blackstone Group LP | 69,051.8 | 12.4 | |
Apple Inc | 2,382,844.0 | 11.8 | |
UnitedHealth Group Inc | 477,004.0 | 11.4 | |
Alphabet Inc | 1,475,138.5 | 10.8 | |
Johnson & Johnson | 465,600.2 | 10.6 | |
CRH Public Ltd Co | 26,132.3 | 8.8 | |
Watsco Inc | 9,288.7 | 8.4 | |
Quanta Services Inc | 17,834.3 | 8.0 | |
Carlisle Companies Inc | 12,394.7 | 7.4 | |
Vertex Pharmaceuticals Inc / Ma | 70,632.1 | 7.1 | |
VISA Inc | 419,260.5 | 6.9 | |
Eaton Corp Ltd | 51,598.7 | 6.4 | |
Linde PLC | 147,499.4 | 6.2 | |
Oracle Corp | 182,760.6 | 6.1 | |
Accenture PLC | 179,517.0 | 5.4 | |
SPDR Gold Trust | 5.4 | ||
AbbVie Inc | 269,466.6 | 5.1 | |
Ace Ltd | 82,373.7 | 4.9 | |
Alphabet Inc | 1,482,566.4 | 4.8 | |
Thermo Fisher Scientific Inc | 209,733.6 | 4.4 | |
Procter & Gamble Co | 338,108.9 | 4.3 | |
Marathon Petroleum Corp | 47,980.8 | 4.1 | |
Vulcan Materials Co | 19,053.3 | 4.0 | |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 239 | 93.5 |
(b) Individuals (high net worth individuals) | 143 | 485.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 10 | 26.4 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,001 | 605.8 |
By Discretionary | ||
Discretionary | 991 | 579.4 |
Non-Discretionary | 10 | 26.4 |
Total | 1,001 | 605.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 605.8 | |
Total | 1,001 | 605.8 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001767349] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Private Wealth Strategies LLC
✚
|
OH | 0.6 |
G A Repple & Company
✚
|
FL | 0.6 |
The Rice Partnership LLC
✚
|
HI | 0.6 |
Leelyn Smith LLC
✚
|
IL | 0.6 |
Saaga LLC
✚
|
FL | 0.6 |
Pax Financial Group LLC
✚
|
TX | 0.6 |
FSA Investment Group LLC
✚
|
FL | 0.6 |
BCWM LLC
✚
|
KS | 0.6 |
Beacon Financial Advisory LLC
✚
|
OH | 0.6 |
MELD Financial Inc
✚
|
AL | 0.6 |