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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
MSFTMicrosoft Corp Com
Recent Activity
Increased 4.37%
5.55%
$28.527M
66,296 shares@ $430.3 avg price
AVGOBroadcom Inc Com
Recent Activity
Increased 934.04%
5.41%
$27.815M
161,248 shares@ $172.5 avg price
TSMTaiwan Semiconductor Mfg Ltd Sponsored Ads
Recent Activity
Increased 2.98%
3.45%
$17.707M
101,959 shares@ $173.67 avg price
BXBlackstone Inc Com
Recent Activity
Increased 1.85%
3.05%
$15.666M
102,307 shares@ $153.13 avg price
AAPLApple Inc Com
Recent Activity
Increased 4.04%
2.64%
$13.551M
58,160 shares@ $233.01 avg price
UNHUnitedhealth Group Inc Com
Recent Activity
Increased 3.16%
2.64%
$13.546M
23,168 shares@ $584.7 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Increased 3.67%
2.62%
$13.452M
63,794 shares@ $210.87 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -0.59%
2.27%
$11.65M
71,884 shares@ $162.07 avg price
DGROIshares Core Dividend Growth Etf
Recent Activity
Increased 4.05%
2.23%
$11.421M
182,181 shares@ $62.7 avg price
CRHCrh Plc Ord
Recent Activity
Increased 2.93%
2.19%
$11.249M
121,293 shares@ $92.75 avg price