Alan Gilmore

@Princeton Global Asset Management Llc

Latest period2024 - Q3

Reported2mo 21d ago

Managed Assets$514.206M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VONGVanguard Russell 1000 Growth Etf Recent Activity New Position	0.21%	$1.057M 10,952 shares@ $96.52 avg price	New Position
MUNIPimco Intermediate Municipal Bond Active Exchange-traded Fund Recent Activity New Position	0.17%	$847,786 16,002 shares@ $52.99 avg price	New Position
AMATApplied Matls Inc Com Recent Activity New Position	0.12%	$598,472 2,962 shares@ $202.05 avg price	New Position
IWFIshares Russell 1000 Growth Etf Recent Activity New Position	0.11%	$531,538 1,416 shares@ $375.38 avg price	New Position
IBDXIshares Ibonds Dec 2032 Term Corporate Etf Recent Activity New Position	0.08%	$390,843 15,202 shares@ $25.71 avg price	New Position
UITBVictoryshares Core Intermediate Bond Etf Recent Activity New Position	0.06%	$292,229 6,097 shares@ $47.93 avg price	New Position
NOWServicenow Inc Com Recent Activity New Position	0.03%	$150,258 168 shares@ $894.4 avg price	New Position
VONVVanguard Russell 1000 Value Etf Recent Activity New Position	0.03%	$123,495 1,482 shares@ $83.33 avg price	New Position
BLKBlackrock Inc Com Recent Activity New Position	0.03%	$109,194 115 shares@ $949.52 avg price	New Position
SHYGIshares 0-5 Year High Yield Corporate Bond Etf Recent Activity New Position	0.03%	$105,207 2,423 shares@ $43.43 avg price	New Position