Costello Asset Management, Inc Purchases in Q3 2025

Costello Asset Management, Inc

  • $289 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
26.8K
+ 25.15%
$153.3 - $186.58 $4.1M - $4.99M
133K $24.8M
AAPL
Apple Inc.

Technology
1.98K
+ 2.21%
$202.38 - $256.87 $400K - $508K
91.5K $23.3M
UBER
Uber Technologies, Inc

Technology
26.2K
+ 76.07%
$86.91 - $99.57 $2.27M - $2.61M
60.6K $5.93M
MELI
Mercadolibre Inc

Consumer Cyclical
851
+ 147.49%
$2292.04 - $2514.05 $1.95M - $2.14M
1.43K $3.34M
JNJ
Johnson & Johnson

Healthcare
1.62K
+ 4.08%
$155.17 - $185.42 $251K - $299K
41.2K $7.64M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.57K
+ 19.61%
$459.11 - $506.91 $1.18M - $1.3M
15.7K $7.87M
MSFT
Microsoft Corp

Technology
1.21K
+ 3.27%
$491.09 - $535.64 $595K - $649K
38.2K $19.8M
V
Visa Inc.

Financial Services
3.9K
+ 21.93%
$332.09 - $358.86 $1.3M - $1.4M
21.7K $7.41M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.4K
+ 898.08%
$567.77 - $614.76 $795K - $861K
1.56K $953K
TJX
Tjx Companies Inc

Consumer Cyclical
3.28K
+ 19.05%
$121.35 - $144.54 $397K - $473K
20.5K $2.96M
CEG
Constellation Energy Corp

Utilities
1.84K
+ 12.39%
$298.82 - $354.89 $550K - $654K
16.7K $5.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.42K
+ 12.66%
$181.56 - $190.33 $440K - $461K
21.6K $4.09M
FGRO
Fidelity Covington Tr

ETFs
19.6K
New
N/A
19.6K $440K
AMZN
Amazon Com Inc

Consumer Cyclical
1.23K
+ 1.12%
$211.65 - $238.24 $260K - $293K
111K $24.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
128
+ 3.68%
$617.65 - $666.84 $79.1K - $85.4K
3.61K $2.4M
ORCL
Oracle Corp

Technology
87
+ 2.64%
$218.96 - $328.33 $19K - $28.6K
3.38K $950K
PLTR
Palantir Technologies Inc.

Technology
363
+ 10.99%
$130.68 - $186.97 $47.4K - $67.9K
3.67K $668K
PAYX
Paychex Inc

Industrials
2.04K
+ 88.71%
$126.69 - $147.99 $258K - $301K
4.33K $548K
NEE
Nextera Energy Inc

Utilities
1.69K
+ 14.62%
$69.77 - $77.54 $118K - $131K
13.2K $999K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.4K
+ 27.23%
$56.32 - $68.81 $79K - $96.5K
6.56K $451K
META
Meta Platforms, Inc.

Communication Services
200
+ 8.02%
$695.21 - $791.73 $139K - $158K
2.69K $1.98M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
628
+ 13.18%
$108.46 - $120.63 $68.1K - $75.8K
5.39K $640K
TMO
Thermo Fisher Scientific Inc.

Healthcare
25
+ 2.11%
$404.94 - $499.99 $10.1K - $12.5K
1.21K $586K
VZ
Verizon Communications Inc

Communication Services
1.54K
+ 4.1%
$40.84 - $45.06 $62.7K - $69.2K
39K $1.71M
LOW
Lowes Companies Inc

Consumer Cyclical
302
+ 62.01%
$215.01 - $273.02 $64.9K - $82.5K
789 $198K
PANW
Palo Alto Networks Inc

Technology
435
+ 27.32%
$167.06 - $208.19 $72.7K - $90.6K
2.03K $412K
LEU
Centrus Energy Corp

Energy
235
New
$166.58 - $315.62 $39.1K - $74.2K
235 $72K
MP
Mp Materials Corp.

Basic Materials
930
+ 465.0%
$30.03 - $77.13 $27.9K - $71.7K
1.13K $75K
SNY
Sanofi

Healthcare
1.3K
+ 1300.0%
$45.07 - $51.35 $58.6K - $66.8K
1.4K $66K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.08%
$184.85 - $231.54 $185 - $232
1.27K $293K
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.01%
$91.03 - $98.69 $91 - $98.7
12.7K $1.22M
WM
Waste Management Inc

Industrials
220
New
$213.88 - $237.1 $47.1K - $52.2K
220 $48K
GHC
Graham Holdings CO

Consumer Defensive
10
+ 7.52%
$882.65 - $1184.8 $8.83K - $11.8K
143 $168K
NWE
Northwestern Corp

Utilities
441
+ 34.19%
$51.58 - $58.61 $22.7K - $25.8K
1.73K $101K
OKTA
Okta, Inc.

Technology
405
+ 57.86%
$88.51 - $101.1 $35.8K - $40.9K
1.11K $101K
XYL
Xylem Inc.

Industrials
54
+ 4.46%
$129.67 - $147.5 $7K - $7.97K
1.27K $186K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.27%
$357.4 - $423.42 $715 - $847
743 $301K
XEL
Xcel Energy Inc

Utilities
46
+ 2.5%
$67.56 - $80.65 $3.11K - $3.71K
1.89K $152K
GD
General Dynamics Corp

Industrials
25
+ 7.25%
$293.92 - $341.0 $7.35K - $8.53K
370 $126K
MDT
Medtronic PLC

Healthcare
212
+ 29.44%
$87.67 - $95.74 $18.6K - $20.3K
932 $88K
SCHX
Schwab Strategic Tr Us Large C

ETFs
23
+ 0.18%
$24.46 - $26.5 $563 - $610
13K $343K
ITA
Ishares Tr

ETFs
61
+ 11.23%
$184.73 - $209.26 $11.3K - $12.8K
604 $126K
BA
Boeing CO

Industrials
100
+ 24.04%
$209.79 - $237.38 $21K - $23.7K
516 $111K
VST
Vistra Corp.

Utilities
47
+ 0.84%
$182.0 - $217.92 $8.55K - $10.2K
5.63K $1.1M
XOM
Exxon Mobil Corp

Energy
5
+ 0.15%
$105.83 - $117.22 $529 - $586
3.45K $389K
AEM
Agnico Eagle Mines LTD

Basic Materials
10
+ 2.94%
$116.14 - $168.56 $1.16K - $1.69K
350 $58K
XLC
Select Sector Spdr Tr Communic

ETFs
150
New
$105.99 - $119.41 $15.9K - $17.9K
150 $17K
EBAY
Ebay Inc

Consumer Cyclical
9
+ 0.94%
$75.33 - $100.77 $678 - $907
968 $88K
IBM
International Business Machines Corp

Technology
80
+ 14.23%
$234.77 - $292.47 $18.8K - $23.4K
642 $181K
Activity Summary
Buys All Purchases 176 New Holdings 19 Increased Positions 157 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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