Costello Asset Management, Inc Purchases in Q1 2025

Costello Asset Management, Inc

  • $244 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
103K
+ 1294.94%
$209.68 - $247.1 $21.6M - $25.5M
111K $24.7M
AMZN
Amazon Com Inc

Consumer Cyclical
74.5K
+ 188.14%
$190.26 - $242.06 $14.2M - $18M
114K $21.7M
NVDA
Nvidia Corp

Technology
108K
+ 1000.41%
$106.98 - $149.43 $11.5M - $16.1M
118K $12.8M
NFLX
Netflix Inc

Communication Services
6.4K
New
$828.4 - $1058.6 $5.3M - $6.77M
6.4K $5.97M
GOOGL
Alphabet Inc.

Communication Services
36.2K
+ 116.73%
$154.33 - $206.19 $5.58M - $7.45M
67.1K $10.4M
MSFT
Microsoft Corp

Technology
11.6K
+ 44.78%
$375.39 - $447.2 $4.35M - $5.18M
37.5K $14.1M
GOOG
Alphabet Inc.

Communication Services
24.3K
+ 82.23%
$156.06 - $207.71 $3.79M - $5.05M
53.9K $8.42M
UBER
Uber Technologies, Inc

Technology
33.4K
+ 20641.98%
$63.17 - $81.49 $2.11M - $2.73M
33.6K $2.45M
V
Visa Inc.

Financial Services
5.81K
+ 52.19%
$306.92 - $362.71 $1.78M - $2.11M
16.9K $5.94M
COST
Costco Wholesale Corp

Consumer Defensive
1.84K
New
$890.62 - $1076.86 $1.64M - $1.98M
1.84K $1.74M
VZ
Verizon Communications Inc

Communication Services
26.1K
+ 242.0%
$37.81 - $46.49 $985K - $1.21M
36.8K $1.67M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.49K
+ 57.25%
$169.43 - $182.84 $1.1M - $1.19M
17.8K $3.09M
AWK
American Water Works Company, Inc.

Utilities
6.86K
New
$121.01 - $149.31 $830K - $1.02M
6.86K $1.01M
MA
Mastercard Inc

Financial Services
1.84K
New
$504.67 - $576.31 $927K - $1.06M
1.84K $1.01M
CB
Chubb LTD

Financial Services
3.33K
New
$257.71 - $301.99 $857K - $1M
3.33K $1M
SCHW
Schwab Charles Corp

Financial Services
12.3K
+ 2822.76%
$71.24 - $83.64 $875K - $1.03M
12.7K $995K
JNJ
Johnson & Johnson

Healthcare
315
+ 0.79%
$142.06 - $167.7 $44.7K - $52.8K
40.1K $6.66M
PG
Procter & Gamble CO

Consumer Defensive
5.23K
+ 1666.88%
$158.56 - $176.26 $830K - $923K
5.55K $945K
MDLZ
Mondelez International, Inc.

Consumer Defensive
7.35K
+ 16.27%
$56.12 - $68.15 $413K - $501K
52.5K $3.56M
LLY
Eli Lilly & CO

Healthcare
426
+ 5.72%
$725.72 - $929.72 $309K - $396K
7.88K $6.51M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
33.7K
+ 7017.29%
$21.23 - $23.75 $715K - $800K
34.2K $735K
WTRG
Essential Utilities, Inc.

Utilities
10.2K
+ 10.81%
$33.49 - $40.57 $341K - $413K
104K $4.13M
NEE
Nextera Energy Inc

Utilities
9.16K
+ 383.21%
$66.96 - $76.16 $613K - $697K
11.5K $818K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.28K
New
$497.6 - $606.74 $639K - $779K
1.28K $638K
SCHG
Schwab Strategic Tr Us Large C

ETFs
25K
+ 9748.83%
$24.91 - $29.02 $622K - $724K
25.2K $631K
VST
Vistra Corp.

Utilities
5.16K
New
$108.49 - $191.89 $560K - $991K
5.16K $606K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16K
+ 25.47%
$27.01 - $28.54 $432K - $457K
78.8K $2.2M
PEP
Pepsico Inc

Consumer Defensive
3.49K
+ 13.02%
$142.64 - $156.42 $497K - $545K
30.2K $4.54M
XLV
Select Sector Spdr Fund Health

ETFs
3.11K
+ 404.95%
$137.61 - $149.68 $428K - $466K
3.88K $566K
ORCL
Oracle Corp

Technology
3.26K
New
$139.81 - $186.47 $456K - $608K
3.26K $455K
GE
General Electric CO

Industrials
2.22K
+ 1311.24%
$168.59 - $212.13 $374K - $470K
2.39K $477K
KO
Coca Cola CO

Consumer Defensive
6.05K
+ 719.14%
$60.81 - $72.32 $368K - $437K
6.89K $493K
INTU
Intuit Inc

Technology
713
New
$555.63 - $630.23 $396K - $449K
713 $437K
XLP
Consumer Staples Sector Spdr

ETFs
5.72K
New
N/A
5.72K $434K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
20K
New
$21.0 - $24.67 $421K - $494K
20K $422K
AVGO
Broadcom Inc.

Technology
2.49K
New
$167.43 - $244.7 $417K - $609K
2.49K $416K
KLAC
Kla Corp

Technology
600
New
$636.62 - $777.63 $382K - $467K
600 $407K
VTI
Vanguard Total Stock Market Et

ETFs
1.42K
New
$271.18 - $303.12 $385K - $431K
1.42K $390K
VRT
Vertiv Holdings CO

Industrials
4.5K
New
N/A
4.5K $389K
CEG
Constellation Energy Corp

Utilities
2.99K
+ 27.77%
$201.63 - $347.44 $603K - $1.04M
13.8K $2.78M
UTG
Reaves Utility Income Fund

Financial Services
10.9K
New
$31.08 - $34.42 $337K - $374K
10.9K $353K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
665
New
$402.49 - $513.76 $268K - $342K
665 $322K
T
At&T Inc.

Communication Services
8.53K
+ 59.87%
$21.56 - $28.28 $184K - $241K
22.8K $643K
CVX
Chevron Corp

Energy
138
+ 1.06%
$146.71 - $167.97 $20.2K - $23.2K
13.2K $2.2M
VIG
Vanguard Dividend Appreciation

ETFs
1.71K
+ 5026.47%
N/A
1.74K $317K
CL
Colgate Palmolive CO

Consumer Defensive
3.28K
+ 410.13%
$85.68 - $97.5 $281K - $320K
4.08K $382K
AMT
American Tower Corp

Real Estate
1.39K
New
$173.46 - $217.6 $241K - $302K
1.39K $302K
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.8K
New
$21.75 - $24.28 $279K - $311K
12.8K $282K
PLTR
Palantir Technologies Inc.

Technology
3.32K
New
$64.98 - $124.62 $216K - $414K
3.32K $280K
Activity Summary
Buys All Purchases 598 New Holdings 500 Increased Positions 98 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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