$357 Million is the total value of Princeton Global Asset Management LLC's 537 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 16.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Sell | MICROSOFT CORP COMstock | $21,103,000 | +18.2% | 62,746 | -0.9% | 5.91% | +8.6% |
| AVGO | Sell | BROADCOM INC COMstock | $11,244,000 | +36.7% | 16,898 | -0.4% | 3.15% | +25.6% |
| BX | Sell | BLACKSTONE INC COMstock | $10,898,000 | +9.9% | 84,230 | -1.2% | 3.05% | +1.0% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSadr | $9,826,000 | +5.8% | 81,672 | -1.8% | 2.75% | -2.8% |
| GOOGL | Sell | ALPHABET INC CAP STK CL Astock | $7,828,000 | +6.0% | 2,702 | -2.1% | 2.19% | -2.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $7,083,000 | +9.0% | 23,688 | -0.5% | 1.98% | +0.2% |
| AAPL | Sell | APPLE INC COMstock | $6,759,000 | +24.3% | 38,063 | -0.9% | 1.89% | +14.2% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC COMstock | $6,428,000 | +13.4% | 9,634 | -2.9% | 1.80% | +4.2% |
| SONY | Sell | SONY GROUP CORPORATION SPONSORED ADRadr | $5,620,000 | +11.6% | 44,465 | -2.3% | 1.57% | +2.6% |
| ACN | Sell | ACCENTURE PLC IRELAND SHS CLASS Astock | $5,247,000 | +28.4% | 12,657 | -0.9% | 1.47% | +18.0% |
| V | Sell | VISA INC COM CL Astock | $4,887,000 | -5.3% | 22,551 | -2.6% | 1.37% | -13.0% |
| GLD | Sell | SPDR GOLD SHARESetf | $4,675,000 | +2.0% | 27,348 | -2.1% | 1.31% | -6.3% |
| AMZN | Sell | AMAZON COM INC COMstock | $4,375,000 | +0.7% | 1,312 | -0.8% | 1.22% | -7.5% |
| CSCO | Sell | CISCO SYS INC COMstock | $4,247,000 | +16.1% | 67,014 | -0.3% | 1.19% | +6.6% |
| BAC | Sell | BK OF AMERICA CORP COMstock | $4,008,000 | +4.5% | 90,077 | -0.3% | 1.12% | -4.0% |
| JNJ | Sell | JOHNSON & JOHNSON COMstock | $3,970,000 | +1.8% | 23,208 | -3.9% | 1.11% | -6.4% |
| CSL | Sell | CARLISLE COS INC COMstock | $3,802,000 | +24.8% | 15,323 | -0.0% | 1.06% | +14.6% |
| CB | Sell | CHUBB LIMITED COMstock | $3,491,000 | +9.6% | 18,057 | -1.7% | 0.98% | +0.6% |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC COMstock | $3,466,000 | +13.5% | 15,782 | -6.3% | 0.97% | +4.2% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED COMstock | $3,187,000 | -2.6% | 5,621 | -1.1% | 0.89% | -10.5% |
| UPS | Sell | UNITED PARCEL SERVICE INC CL Bstock | $2,977,000 | +17.3% | 13,889 | -0.4% | 0.83% | +7.8% |
| MRK | Sell | MERCK & CO INC COMstock | $2,789,000 | +1.5% | 36,397 | -0.5% | 0.78% | -6.7% |
| IEMG | Sell | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $2,754,000 | -5.1% | 46,014 | -2.1% | 0.77% | -12.9% |
| GRMN | Sell | GARMIN LTD SHSstock | $2,627,000 | -13.7% | 19,290 | -1.5% | 0.74% | -20.7% |
| CMCSA | Sell | COMCAST CORP NEW CL Astock | $2,569,000 | -11.1% | 51,052 | -1.2% | 0.72% | -18.4% |
| LMT | Sell | LOCKHEED MARTIN CORP COMstock | $2,498,000 | +0.6% | 7,027 | -2.3% | 0.70% | -7.5% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO COMstock | $2,419,000 | +1.0% | 38,802 | -4.1% | 0.68% | -7.3% |
| MDLZ | Sell | MONDELEZ INTL INC CL Astock | $2,256,000 | +13.8% | 34,020 | -0.1% | 0.63% | +4.6% |
| CDW | Sell | CDW CORP COMstock | $2,113,000 | +10.3% | 10,320 | -1.9% | 0.59% | +1.4% |
| MDT | Sell | MEDTRONIC PLC SHSstock | $2,116,000 | -20.4% | 20,457 | -3.6% | 0.59% | -26.9% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP COMstock | $2,042,000 | -1.3% | 23,727 | -1.4% | 0.57% | -9.4% |
| IBDP | Sell | ISHARES IBONDS DEC 2024 TERM CORPORATE ETFetf | $2,029,000 | -3.9% | 78,257 | -2.6% | 0.57% | -11.8% |
| PKG | Sell | PACKAGING CORP AMER COMstock | $1,895,000 | -7.8% | 13,917 | -7.0% | 0.53% | -15.3% |
| LOW | Sell | LOWES COS INC COMstock | $1,858,000 | +26.7% | 7,187 | -0.6% | 0.52% | +16.3% |
| FDN | Sell | FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDXetf | $1,710,000 | -14.4% | 7,562 | -10.7% | 0.48% | -21.3% |
| ZTS | Sell | ZOETIS INC CL Astock | $1,696,000 | +22.5% | 6,950 | -2.6% | 0.48% | +12.6% |
| WST | Sell | WEST PHARMACEUTICAL SVSC INC COMstock | $1,665,000 | +6.0% | 3,550 | -4.1% | 0.47% | -2.7% |
| TTE | Sell | TOTALENERGIES SE SPONSORED ADSadr | $1,639,000 | -7.9% | 33,130 | -10.8% | 0.46% | -15.3% |
| DVYE | Sell | ISHARES EMERGING MARKETS DIVIDEND ETFetf | $1,574,000 | -3.2% | 40,894 | -2.2% | 0.44% | -11.1% |
| EOG | Sell | EOG RES INC COMstock | $1,516,000 | +9.0% | 17,069 | -1.5% | 0.42% | 0.0% |
| IX | Sell | ORIX CORP SPONSORED ADRadr | $1,446,000 | +7.3% | 14,210 | -0.4% | 0.40% | -1.5% |
| ORCL | Sell | ORACLE CORP COMstock | $1,389,000 | -1.1% | 15,930 | -1.2% | 0.39% | -9.1% |
| TFC | Sell | TRUIST FINL CORP COMstock | $1,351,000 | -2.0% | 23,079 | -1.8% | 0.38% | -10.0% |
| MPC | Sell | MARATHON PETE CORP COMstock | $1,333,000 | +0.6% | 20,832 | -2.8% | 0.37% | -7.7% |
| QUS | Sell | SPDR MSCI USA STRATEGICFACTORS ETFetf | $1,242,000 | +8.4% | 9,511 | -1.0% | 0.35% | -0.3% |
| PFF | Sell | ISHARES PREFERRED AND INCOME SECURITIES ETFetf | $1,214,000 | -5.5% | 30,776 | -7.0% | 0.34% | -13.3% |
| UL | Sell | UNILEVER PLC SPON ADR NEWadr | $1,211,000 | -11.9% | 22,510 | -11.2% | 0.34% | -19.1% |
| TXN | Sell | TEXAS INSTRS INC COMstock | $1,175,000 | -4.6% | 6,233 | -2.7% | 0.33% | -12.3% |
| XOM | Sell | EXXON MOBIL CORP COMstock | $1,081,000 | +3.0% | 17,672 | -1.0% | 0.30% | -5.3% |
| APD | Sell | AIR PRODS & CHEMS INC COMstock | $1,007,000 | +15.3% | 3,310 | -2.9% | 0.28% | +6.0% |
| JQUA | Sell | JPMORGAN U.S. QUALITY FACTOR ETFetf | $943,000 | +9.5% | 20,717 | -1.5% | 0.26% | +0.8% |
| GLW | Sell | CORNING INC COMstock | $941,000 | -0.7% | 25,277 | -2.7% | 0.26% | -9.0% |
| NVS | Sell | NOVARTIS AG SPONSORED ADRadr | $840,000 | +3.8% | 9,605 | -2.9% | 0.24% | -4.9% |
| IBDS | Sell | ISHARES IBONDS DEC 2027 TERM CORPORATE ETFetf | $827,000 | -8.1% | 31,125 | -6.7% | 0.23% | -15.3% |
| SCHM | Sell | SCHWAB U.S. MID-CAP ETFetf | $825,000 | +1.0% | 10,258 | -3.7% | 0.23% | -7.2% |
| GSEW | Sell | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETFetf | $804,000 | +4.8% | 11,241 | -2.0% | 0.22% | -3.8% |
| DGS | Sell | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDetf | $767,000 | -11.1% | 14,494 | -10.2% | 0.22% | -18.3% |
| IBDQ | Sell | ISHARES IBONDS DEC 2025 TERM CORPORATE ETFetf | $736,000 | -4.2% | 27,862 | -2.6% | 0.21% | -12.0% |
| XMLV | Sell | INVESCO S&P MIDCAP LOW VOLATILITY ETFetf | $659,000 | +7.9% | 11,269 | -3.2% | 0.18% | -0.5% |
| NEM | Sell | NEWMONT CORP COMstock | $653,000 | +13.2% | 10,531 | -0.9% | 0.18% | +4.0% |
| IQLT | Sell | ISHARES MSCI INTL QUALITY FACTOR ETFetf | $522,000 | +0.4% | 13,260 | -3.5% | 0.15% | -7.6% |
| T | Sell | AT&T INC COMstock | $512,000 | -14.4% | 20,831 | -5.9% | 0.14% | -21.4% |
| FNDF | Sell | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETFetf | $490,000 | -7.0% | 15,068 | -6.2% | 0.14% | -14.9% |
| CI | Sell | CIGNA CORP NEW COMstock | $472,000 | -18.6% | 2,057 | -29.0% | 0.13% | -25.4% |
| VYM | Sell | VANGUARD HIGH DIVIDEND YIELD ETFetf | $448,000 | +8.0% | 3,993 | -0.5% | 0.12% | -0.8% |
| DIS | Sell | DISNEY WALT CO COMstock | $445,000 | -91.3% | 2,872 | -90.5% | 0.12% | -92.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC COMstock | $442,000 | -21.5% | 8,498 | -18.5% | 0.12% | -27.9% |
| IQDG | Sell | WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUNDetf | $431,000 | +2.1% | 10,798 | -2.5% | 0.12% | -6.2% |
| PFE | Sell | PFIZER INC COMstock | $384,000 | +36.2% | 6,500 | -1.0% | 0.11% | +25.6% |
| FNDC | Sell | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETFetf | $381,000 | -7.5% | 10,185 | -4.2% | 0.11% | -15.1% |
| AZN | Sell | ASTRAZENECA PLC SPONSORED ADRadr | $376,000 | -4.8% | 6,451 | -1.9% | 0.10% | -12.5% |
| BAX | Sell | BAXTER INTL INC COMstock | $376,000 | +1.3% | 4,375 | -5.1% | 0.10% | -7.1% |
| XLK | Sell | TECHNOLOGY SELECT SECTOR SPDR FUNDetf | $370,000 | +4.8% | 2,129 | -9.9% | 0.10% | -3.7% |
| GEM | Sell | GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFetf | $366,000 | -21.5% | 9,880 | -21.4% | 0.10% | -28.2% |
| ED | Sell | CONSOLIDATED EDISON INC COMstock | $350,000 | +17.4% | 4,100 | -0.2% | 0.10% | +7.7% |
| SPY | Sell | SPDR S&P 500 ETFetf | $320,000 | +1.6% | 674 | -8.2% | 0.09% | -6.2% |
| SMMV | Sell | ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETFetf | $319,000 | +1.3% | 8,159 | -3.9% | 0.09% | -7.3% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS COMstock | $278,000 | -8.6% | 2,080 | -4.8% | 0.08% | -16.1% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INC CL Astock | $260,000 | -59.6% | 14,300 | -46.6% | 0.07% | -62.8% |
| LOGI | Sell | LOGITECH INTL S A SHSstock | $253,000 | -55.0% | 3,070 | -51.8% | 0.07% | -58.5% |
| SCCO | Sell | SOUTHERN COPPER CORP COMstock | $249,000 | -36.2% | 4,040 | -41.8% | 0.07% | -41.2% |
| COST | Sell | COSTCO WHSL CORP NEW COMstock | $237,000 | -11.9% | 418 | -30.1% | 0.07% | -19.5% |
| PFFD | Sell | GLOBAL X U.S. PREFERRED ETFetf | $207,000 | -87.0% | 8,028 | -87.0% | 0.06% | -88.0% |
| UNP | Sell | UNION PAC CORP COMstock | $173,000 | +10.9% | 687 | -13.7% | 0.05% | 0.0% |
| NRGX | Sell | PIMCO ENERGY & TACTICAL CR OPP COM SHS BEN INTcef | $171,000 | -10.0% | 13,285 | -14.6% | 0.05% | -17.2% |
| EMMF | Sell | WISDOMTREE EMERGING MARKETS MULTIFACTOR FUNDetf | $169,000 | -42.5% | 6,791 | -42.0% | 0.05% | -47.8% |
| TLT | Sell | ISHARES 20 YEAR TREASURY BOND ETFetf | $163,000 | -19.3% | 1,100 | -21.4% | 0.05% | -25.8% |
| PBD | Sell | INVESCO GLOBAL CLEAN ENERGY ETFetf | $146,000 | -5.2% | 5,442 | -1.7% | 0.04% | -12.8% |
| DGRE | Sell | WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUNDetf | $148,000 | -3.3% | 5,223 | -4.1% | 0.04% | -12.8% |
| DTM | Sell | DT MIDSTREAM INC COMMON STOCKstock | $148,000 | -3.9% | 3,077 | -7.9% | 0.04% | -12.8% |
| MGC | Sell | VANGUARD MEGA CAP ETFetf | $134,000 | -32.3% | 800 | -38.5% | 0.04% | -36.7% |
| BA | Sell | BOEING CO COMstock | $120,000 | -12.4% | 595 | -4.8% | 0.03% | -19.0% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L P COMstock | $109,000 | -7.6% | 4,960 | -9.2% | 0.03% | -13.9% |
| QCLN | Sell | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETFetf | $99,000 | -43.4% | 1,450 | -48.2% | 0.03% | -47.2% |
| OGN | Sell | ORGANON & CO COMMON STOCKstock | $99,000 | -14.7% | 3,236 | -8.9% | 0.03% | -20.0% |
| TSLA | Sell | TESLA INC COMstock | $94,000 | +10.6% | 89 | -19.1% | 0.03% | 0.0% |
| CVX | Sell | CHEVRON CORP NEW COMstock | $82,000 | +10.8% | 703 | -3.7% | 0.02% | 0.0% |
| LYFT | Sell | LYFT INC CL A COMstock | $51,000 | -60.5% | 1,205 | -49.9% | 0.01% | -64.1% |
| Sell | GENERAL ELECTRIC CO COM NEWstock | $49,000 | -12.5% | 514 | -5.7% | 0.01% | -17.6% | |
| EEMS | Sell | ISHARES MSCI EMERGING MARKETS SMALL-CAP ETFetf | $47,000 | -4.1% | 787 | -2.5% | 0.01% | -13.3% |
| F | Sell | FORD MTR CO DEL COMstock | $42,000 | -93.8% | 2,001 | -95.8% | 0.01% | -94.2% |
| KNG | Sell | FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFetf | $42,000 | +2.4% | 742 | -6.5% | 0.01% | 0.0% |
| MUB | Sell | ISHARES NATIONAL MUNI BOND ETFetf | $43,000 | -46.9% | 370 | -46.8% | 0.01% | -52.0% |
| QQEW | Sell | FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUNDetf | $39,000 | -4.9% | 330 | -10.3% | 0.01% | -8.3% |
| DOW | Sell | DOW INC COMstock | $32,000 | -15.8% | 567 | -15.0% | 0.01% | -25.0% |
| SLYV | Sell | SPDR S&P 600 SMALL CAP VALUE ETFetf | $33,000 | +3.1% | 388 | -0.3% | 0.01% | -10.0% |
| DVY | Sell | ISHARES SELECT DIVIDEND ETFetf | $28,000 | 0.0% | 230 | -4.2% | 0.01% | -11.1% |
| QYLD | Sell | GLOBAL X NASDAQ 100 COVERED CALL ETFetf | $27,000 | -50.0% | 1,200 | -51.4% | 0.01% | -50.0% |
| CRSP | Sell | CRISPR THERAPEUTICS AG NAMEN AKTstock | $23,000 | -95.1% | 310 | -92.6% | 0.01% | -95.8% |
| ARKK | Sell | ARK INNOVATION ETFetf | $20,000 | -41.2% | 207 | -32.6% | 0.01% | -40.0% |
| SCHC | Sell | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFetf | $20,000 | -23.1% | 490 | -20.5% | 0.01% | -25.0% |
| PG | Sell | PROCTER AND GAMBLE CO COMstock | $22,000 | -70.7% | 135 | -74.8% | 0.01% | -73.9% |
| AAL | Sell | AMERICAN AIRLS GROUP INC COMstock | $18,000 | -28.0% | 1,002 | -16.1% | 0.01% | -37.5% |
| FDLO | Sell | FIDELITY LOW VOLATILITY FACTOR ETFetf | $13,000 | -45.8% | 250 | -50.0% | 0.00% | -42.9% |
| ADP | Sell | AUTOMATIC DATA PROCESSING INC COMstock | $16,000 | -51.5% | 63 | -61.3% | 0.00% | -60.0% |
| MFEM | Sell | PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETFetf | $11,000 | -82.5% | 488 | -77.3% | 0.00% | -84.2% |
| EXG | Sell | EATON VANCE TAX-MANAGED GLOBAL COMcef | $10,000 | 0.0% | 900 | -5.4% | 0.00% | 0.0% |
| DEO | Sell | DIAGEO PLC SPON ADR NEWadr | $11,000 | -81.0% | 50 | -83.3% | 0.00% | -83.3% |
| C | Sell | CITIGROUP INC COM NEWstock | $11,000 | -38.9% | 187 | -27.2% | 0.00% | -40.0% |
| BHP | Sell | BHP GROUP LTD SPONSORED ADSadr | $12,000 | -50.0% | 200 | -55.5% | 0.00% | -57.1% |
| CBRL | Sell | CRACKER BARREL OLD CTRY STORE COMstock | $6,000 | -57.1% | 50 | -50.0% | 0.00% | -50.0% |
| VTRS | Sell | VIATRIS INC COMstock | $7,000 | -12.5% | 551 | -2.5% | 0.00% | 0.0% |
| PCG | Sell | PG&E CORP COMstock | $2,000 | 0.0% | 139 | -23.6% | 0.00% | 0.0% |
| DM | Sell | DESKTOP METAL INC COM CL Astock | $0 | -100.0% | 64 | -74.4% | 0.00% | -100.0% |
| XONE | Exit | EXONE CO COMstock | $0 | – | -30 | -100.0% | 0.00% | – |
| GDX | Sell | VANECK GOLD MINERS ETFetf | $1,000 | -98.3% | 35 | -98.3% | 0.00% | -100.0% |
| GDXJ | Sell | VANECK JUNIOR GOLD MINERS ETFetf | $1,000 | -97.3% | 15 | -98.4% | 0.00% | -100.0% |
| WAB | Sell | WABTEC COMstock | $0 | – | 2 | -33.3% | 0.00% | – |
| IAC | Exit | IAC INTERACTIVECORP NEW COM NEWstock | $0 | – | -31 | -100.0% | -0.00% | – |
| MMT | Exit | MFS MULTIMARKET INCOME TR SH BEN INTcef | $0 | – | -518 | -100.0% | -0.00% | – |
| WLL | Exit | WHITING PETE CORP NEW COM NEWstock | $0 | – | -40 | -100.0% | -0.00% | – |
| UNM | Exit | UNUM GROUP COMstock | $0 | – | -150 | -100.0% | -0.00% | – |
| SCHE | Exit | SCHWAB EMERGING MARKETS EQUITY ETFetf | $0 | – | -179 | -100.0% | -0.00% | – |
| XMMO | Exit | INVESCO S&P MIDCAP MOMENTUM ETFetf | $0 | – | -88 | -100.0% | -0.00% | – |
| MTCH | Exit | MATCH GROUP INC NEW COMstock | $0 | – | -66 | -100.0% | -0.00% | – |
| AGCO | Exit | AGCO CORP COMstock | $0 | – | -77 | -100.0% | -0.00% | – |
| ARKW | Exit | ARK NEXT GENERATION INTERNET ETFetf | $0 | – | -90 | -100.0% | -0.00% | – |
| CPZ | Exit | CALAMOS LNG SHR EQT DYNAMIC TR COMcef | $0 | – | -765 | -100.0% | -0.01% | – |
| EMB | Exit | ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFetf | $0 | – | -150 | -100.0% | -0.01% | – |
| IGD | Exit | VOYA GLBL EQTY DIV & PREM OPP COMcef | $0 | – | -3,000 | -100.0% | -0.01% | – |
| ABB | Exit | ABB LTD SPONSORED ADRadr | $0 | – | -806 | -100.0% | -0.01% | – |
| RYLD | Exit | GLOBAL X RUSSELL 2000 COVERED CALL ETFetf | $0 | – | -1,785 | -100.0% | -0.01% | – |
| COR | Exit | CORESITE RLTY CORP COMreit | $0 | – | -360 | -100.0% | -0.02% | – |
| KDMN | Exit | KADMON HLDGS INC COMstock | $0 | – | -6,000 | -100.0% | -0.02% | – |
| CP | Exit | CANADIAN PAC RY LTD COMstock | $0 | – | -1,280 | -100.0% | -0.02% | – |
| HYEM | Exit | VANECK EMERGING MARKETS HIGH YIELD BOND ETFetf | $0 | – | -3,810 | -100.0% | -0.03% | – |
| IBMJ | Exit | ISHARES IBONDS DEC 2021 TERM MUNI BOND ETFetf | $0 | – | -23,297 | -100.0% | -0.18% | – |
| IBTA | Exit | ISHARES IBONDS DEC 2021 TERM TREASURY ETFetf | $0 | – | -34,895 | -100.0% | -0.27% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $0 | – | -10,429 | -100.0% | -0.47% | – |
| IBDM | Exit | ISHARES IBONDS DEC 2021 TERM CORPORATE ETFetf | $0 | – | -157,713 | -100.0% | -1.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP COM | 20 | Q3 2023 | 5.9% |
| BROADCOM INC COM | 20 | Q3 2023 | 4.2% |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 20 | Q3 2023 | 3.9% |
| UNITEDHEALTH GROUP INC COM | 20 | Q3 2023 | 3.3% |
| JPMORGAN CHASE & CO COM | 20 | Q3 2023 | 2.8% |
| JOHNSON & JOHNSON COM | 20 | Q3 2023 | 4.3% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 20 | Q3 2023 | 4.2% |
| ALPHABET INC CAP STK CL A | 20 | Q3 2023 | 2.2% |
| APPLE INC COM | 20 | Q3 2023 | 2.6% |
| VISA INC COM CL A | 20 | Q3 2023 | 2.5% |
View Princeton Global Asset Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-02 |
View Princeton Global Asset Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.