Princeton Global Asset Management LLC
Princeton Global Asset Management LLC is an SEC-registered investment adviser headquartered in Princeton, New Jersey. Founded in or before 2018, the firm provides investment management and advisory services predominantly for high net worth individuals and other individual clients. With approximately 17 employees, nearly 90% are investment personnel. The firm manages a portfolio of diverse equity holdings across large-cap stocks and serves over a thousand client accounts in the United States.
Investment Strategy
Princeton Global Asset Management LLC manages a diversified portfolio, focusing on delivering tailored investment solutions to high net worth individuals and other U.S.-based clients. Their strategies emphasize direct equity investments in large-cap companies across technology, financials, and industrials, as reflected in significant allocations to firms like Microsoft, Broadcom, and JPMorgan Chase. The firm applies both discretionary and non-discretionary management approaches, offering clients individualized asset allocation and portfolio construction services while prioritizing client goals, risk tolerance, and long-term capital appreciation.
Top Holdings
Equity Positions (754)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC COM | 6.41% | $38.6M | 116,986 | $45.27 | $329.91 | +$5.7M |
M MSFT | MICROSOFT CORP COM | 6.12% | $36.9M | 71,223 | $201.93 | $517.95 | +$2.3M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 4.62% | $27.8M | 99,549 | $62.91 | $279.29 | +$5.1M |
J JPM | JPMORGAN CHASE & CO. COM | 3.36% | $20.2M | 64,156 | $122.85 | $315.43 | +$1.5M |
B BX | BLACKSTONE INC COM | 2.84% | $17.1M | 99,971 | $64.72 | $170.85 | +$2.0M |