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
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
5
+ 1.22%
$23.15 - $23.78 $116 - $119
414 $9K
Liberty Media Corp Del
50
New
N/A
50 $0
Veralto Corp
200
New
N/A
200 $0
WOOD
Ishares Global Timber & Forest
64
New
N/A
64 $0
Vestis Corporation
27
New
N/A
27 $0
Annaly Capital Management In
50
New
N/A
50 $0
Venture Global Inc
885
New
N/A
885 $0
Rbb Fd Inc
189
New
N/A
189 $0
Bkv Corp
200
New
N/A
200 $0
Birkenstock Holding PLC
100
New
N/A
100 $0
PBS
Invesco Exchange Traded Fd Tr

ETFs
266
New
N/A
266 $0
BBDC
Barings Bdc, Inc.

Financial Services
100
New
$9.36 - $10.78 $936 - $1.08K
100 $0
Invesco Exchange Traded Fd T
356
New
N/A
356 $0
Arista Networks Inc
154
+ 51.33%
N/A
454 $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
150
New
N/A
150 $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
1.15K
New
N/A
1.15K $0
Ishares Bitcoin Trust ETF
10
New
N/A
10 $0
Arm Holdings PLC
2.39K
New
N/A
2.39K $0
Viking Holdings LTD
841
New
N/A
841 $0
POWW
Ammo, Inc.

Industrials
500
New
$1.17 - $1.88 $585 - $940
500 $0
LVWR
Live Wire Group, Inc.

Consumer Cyclical
100
New
N/A
100 $0
Wk Kellogg CO
673
New
N/A
673 $0
Masterbrand Inc
300
New
N/A
300 $0
Lam Research Corp
4.93K
New
N/A
4.93K $0
PALL
Abrdn Palladium ETF Trust

ETFs
11
New
$83.55 - $92.52 $919 - $1.02K
11 $0
VBR
Vanguard Small Cap Value ETF

ETFs
1
New
$183.02 - $207.75 $183 - $208
1 $0
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
3
+ 0.66%
$21.16 - $21.77 $63.5 - $65.3
459 $9K
Listed Fd Tr
20
New
N/A
20 $0
Lineage Inc
500
New
N/A
500 $0
Linde PLC
116
New
N/A
116 $0
Matinas Biopharma Hldgs Inc
200
New
N/A
200 $0
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1
+ 0.83%
$48.02 - $53.02 $48 - $53
122 $6K
Knife River Corp
174
New
N/A
174 $0
Vitesse Energy Inc
37
New
N/A
37 $0
JEPI
J P Morgan Exchange Traded Fd

ETFs
14
+ 0.85%
$56.17 - $59.71 $786 - $836
1.67K $95K
ILCG
Ishares Morningstar Growth ETF
1.36K
New
N/A
1.36K $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2
New
$175.5 - $209.86 $351 - $420
2 $0
AOUT
American Outdoor Brands, Inc.

Consumer Cyclical
25
New
$12.16 - $17.58 $304 - $439
25 $0
MCHI
Ishares Msci China ETF

ETFs
4
New
$43.71 - $58.65 $175 - $235
4 $0
IYW
Ishares Dj Us Tech ETF

ETFs
7
New
$140.44 - $166.79 $983 - $1.17K
7 $0
ALL
Allstate Corp

Financial Services
1
New
$180.99 - $210.18 $181 - $210
1 $0
Microstrategy Inc
500
New
N/A
500 $0
Kenvue Inc
9.42K
New
N/A
9.42K $0
BRCC
Brc Inc.

Consumer Defensive
300
New
$1.94 - $3.19 $582 - $957
300 $0
Phinia Inc
100
New
N/A
100 $0
SGDM
Sprott ETF Tr Gold Miners ETF
100
New
N/A
100 $0
Talen Energy Corp
618
New
N/A
618 $0
Te Connectivity PLC
200
New
N/A
200 $0
CRH.L
Crh PLC

Basic Materials
200
New
N/A
200 $0
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
Track This Portfolio

Track Costello Asset Management, Inc Portfolio

Follow Costello Asset Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Costello Asset Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Costello Asset Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email