Princeton Global Asset Management LLC

RIA/Wealth

Princeton Global Asset Management LLC is a RIA/Wealth based in Princeton, NJ led by Paul Jeffrey Gerard, reporting $782.8M in AUM as of Q3 2025 with AVGO as the largest holding (6% allocation).

ChairmanPaul Jeffrey Gerard

Portfolio Value: $602.4M
Positions: 762
Top Holding: AVGO at 6.41%
Last Reported: Q3 2025

Address17 Hulfish Street, Suite 240, Princeton, NJ, 08542, United States

Top Holdings

Largest long holdings in Princeton Global Asset Management LLC's portfolio (34.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Broadcom Inc. AVGO	Semiconductors Technology	$38.6M	6.41%	-$829.7K Sold	0.00% 117.0K shares	Q4 2018 Held for 6y 11m
2 Microsoft MSFT	Software - Infrastructure Technology	$36.9M	6.12%	+$917.8K Bought	0.00% 71.2K shares	Q4 2018 Held for 6y 11m
3 Taiwan Semiconductor Manufacturing Company TSM	Semiconductors Technology	$27.8M	4.62%	-$217.8K Sold	— 99.5K shares	Q1 2023 Held for 2y 8m
4 JPMorgan Chase JPM	Banks - Diversified Financial Services	$20.2M	3.36%	-$143.5K Sold	0.00% 64.2K shares	Q4 2018 Held for 6y 11m
5 Blackstone BX	Asset Management Financial Services	$17.1M	2.84%	-$188.1K Sold	0.01% 100.0K shares	Q4 2018 Held for 6y 11m
6 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$15.5M	2.58%	+$40.8K Bought	0.00% 64.0K shares	Q4 2018 Held for 6y 11m
7 Quanta Services PWR	Engineering & Construction Industrials	$14.7M	2.43%	+$47.2K Bought	0.02% 35.4K shares	Q4 2021 Held for 3y 11m
8 CRH CRH	Construction Materials Basic Materials	$13.9M	2.31%	-$202.0K Sold	0.02% 116.0K shares	Q1 2024 Held for 1y 8m
9 Apple AAPL	Consumer Electronics Technology	$13.4M	2.22%	+$124.5K Bought	0.00% 52.5K shares	Q4 2018 Held for 6y 11m
10 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$12.2M	2.03%	+$1.2M Bought	0.00% 24.3K shares	Q4 2019 Held for 5y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Princeton Global Asset Management LLC's latest filing

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Market Value

$602.4M

Prior: $551.0M

Q/Q Change

+9.33%

+$51.4M

Net Flows % of MV

+0.365%

Turnover Ratio

4.32%

New Purchases

25 stocks

$455.9K

Added To

146 stocks

+$27.2M

Sold Out Of

31 stocks

$492.6K

Reduced Holdings

133 stocks

-$24.9M

Increased Positions

Position	Shares Δ	Change
1 First Trust Rising Dividend Achievers RDVY	New	0 → 896.0 +$60.3K
2 Vanguard Health Care VHT	New	0 → 200.0 +$51.9K
3 Cornerstone Building Brands CNR	New	0 → 513.0 +$42.8K
4 MasTec MTZ	New	0 → 200.0 +$42.6K
5 Chewy CHWY	New	0 → 1.0K +$40.5K

Decreased Positions

Position	Shares Δ	Change
1 SPDR S&P 400 Mid Cap Growth ETF MDYG	Sold	1.3K → 0 −$115.4K
2 Badger Meter BMI	Sold	237.0 → 0 −$58.1K
3 EPAM Systems EPAM	Sold	295.0 → 0 −$52.2K
4 Oneok OKE	Sold	611.0 → 0 −$49.9K
5 Oscar Health OSCR	Sold	2.3K → 0 −$48.2K

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Analytics

Portfolio insights and performance metrics for Princeton Global Asset Management LLC

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Sector Allocation

Technology

25.60%

ETF

19.30%

Financial Services

14.00%

Industrials

9.40%

Communication Services

6.00%

Consumer Cyclical

4.70%

Healthcare

4.50%

Basic Materials

4.30%

Consumer Defensive

3.70%

Utilities

3.20%

Energy

1.80%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

39.99%

Large Cap ($10B - $200B)

32.48%

Mid Cap ($2B - $10B)

0.10%

Small Cap ($300M - $2B)

0.10%

Micro Cap ($50M - $300M)

0.04%

Nano Cap (< $50M)

0.14%

N/A (ETF or Unknown)

27.14%

Portfolio Concentration

Top 10 Holdings %

34.91%

Top 20 Holdings %

50.06%

Top 50 Holdings %

73.61%

Top 100 Holdings %

89.7%

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Princeton Global Asset Management LLC

Top Holdings

Changes

Increased Positions

Decreased Positions

Analytics

Sector Allocation

Market Cap Distribution

Portfolio Concentration

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