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Alan Gilmore

@Princeton Global Asset Management Llc

Latest period2024 - Q3ReportedManaged Assets$514.206MTotal holdings669
Assets growth rate13.48%Assets growth rate (2-Q avg)10.64%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Princeton Global Asset Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 669 positions.

Assets under management

The assets under management (AUM) of Princeton Global Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 514.206M in assets, with a quarterly growth rate of 13.48% and a 2-quarter average growth rate of 10.64%. The portfolio is managed by Alan Gilmore, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JNJJohnson & Johnson Com
Recent Activity
Decreased -0.59%
2.27%
$11.65M
71,884 shares@ $162.07 avg price
LINLinde Plc Shs
Recent Activity
Decreased -0.02%
1.32%
$6.761M
14,179 shares@ $476.87 avg price
ICSHBlackrock Ultra Short-term Bond Etf
Recent Activity
Decreased -1.47%
0.74%
$3.792M
74,732 shares@ $50.74 avg price
ELVElevance Health Inc Com
Recent Activity
Decreased -1.94%
0.65%
$3.321M
6,387 shares@ $520.02 avg price
NOCNorthrop Grumman Corp Com
Recent Activity
Decreased -3.7%
0.62%
$3.174M
6,011 shares@ $528.04 avg price
KVUEKenvue Inc Com
Recent Activity
Decreased -25.66%
0.6%
$3.081M
133,184 shares@ $23.14 avg price
FLOTIshares Floating Rate Bond Etf
Recent Activity
Decreased -0.49%
0.59%
$3.01M
58,966 shares@ $51.04 avg price
SCHDSchwab Us Dividend Equity Etf
Recent Activity
Decreased -2.47%
0.57%
$2.913M
34,456 shares@ $84.54 avg price
IBDPIshares Ibonds Dec 2024 Term Corporate Etf
Recent Activity
Decreased -2.09%
0.5%
$2.565M
101,740 shares@ $25.21 avg price
ABTAbbott Labs Com
Recent Activity
Decreased -3.75%
0.33%
$1.679M
14,723 shares@ $114.01 avg price