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
XOM
Exxon Mobil Corp

Energy
2.26K
+ 231.42%
$105.44 - $118.93 $238K - $269K
3.24K $385K
ABBV
Abb Vie Inc.

Healthcare
1.24K
New
$169.2 - $216.66 $209K - $268K
1.24K $259K
AXP
American Express CO

Financial Services
903
New
$255.39 - $325.87 $231K - $294K
903 $242K
TSLA
Tesla, Inc.

Consumer Cyclical
900
+ 5294.12%
$222.15 - $428.22 $200K - $385K
917 $237K
YUM
Yum Brands Inc

Consumer Cyclical
1.39K
New
$123.25 - $162.53 $171K - $225K
1.39K $218K
WMT
Walmart Inc.

Consumer Defensive
2.98K
+ 15.77%
$84.5 - $105.05 $252K - $313K
21.9K $1.92M
MELI
Mercadolibre Inc

Consumer Cyclical
108
New
$1739.0 - $2260.0 $188K - $244K
108 $210K
NXPI
Nxp Semiconductors N.V.

Technology
1.1K
New
$189.99 - $245.86 $209K - $270K
1.1K $209K
RTX
Raytheon Technologies Corp

Industrials
1.42K
+ 269.9%
$114.1 - $135.66 $162K - $192K
1.94K $257K
HD
Home Depot, Inc.

Consumer Cyclical
539
+ 269.5%
$347.25 - $424.87 $187K - $229K
739 $270K
TMUS
T Mobile Us, Inc.

Communication Services
702
New
$211.3 - $272.83 $148K - $192K
702 $187K
TSCO
Tractor Supply CO

Consumer Cyclical
3.35K
New
$51.66 - $57.94 $173K - $194K
3.35K $184K
DVY
Ishares Tr

ETFs
1.38K
New
$128.58 - $138.1 $177K - $190K
1.38K $184K
ITB
Ishares Tr

ETFs
1.93K
New
$93.86 - $111.45 $181K - $215K
1.93K $183K
CARR
Carrier Global Corp

Industrials
2.9K
+ 2320.8%
$62.07 - $70.55 $180K - $205K
3.03K $191K
HSY
Hershey CO

Consumer Defensive
1.01K
New
$144.74 - $186.36 $145K - $187K
1.01K $171K
ADBE
Adobe Inc.

Technology
443
New
$377.84 - $464.11 $167K - $206K
443 $169K
NRG
Nrg Energy, Inc.

Utilities
1.74K
New
$84.82 - $113.33 $147K - $197K
1.74K $165K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.6K
New
$100.34 - $100.68 $161K - $161K
1.6K $161K
DRI
Darden Restaurants Inc

Consumer Cyclical
749
New
$180.02 - $208.56 $135K - $156K
749 $155K
STEW
Boulder Growth & Income Fund

Financial Services
8.93K
New
$15.76 - $17.3 $141K - $155K
8.93K $154K
ZTS
Zoetis Inc.

Healthcare
927
New
$156.48 - $175.67 $145K - $163K
927 $152K
XYL
Xylem Inc.

Industrials
1.2K
New
$114.02 - $132.04 $137K - $159K
1.2K $143K
CLX
Clorox CO

Consumer Defensive
963
New
$141.76 - $162.89 $137K - $157K
963 $141K
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.24K
New
$25.77 - $27.6 $135K - $145K
5.24K $139K
LHX
L3 Harris Technologies, Inc.

Industrials
662
New
$194.65 - $222.86 $129K - $148K
662 $138K
ABT
Abbott Laboratories

Healthcare
1.02K
New
$111.1 - $140.22 $114K - $143K
1.02K $135K
PANW
Palo Alto Networks Inc

Technology
788
+ 1270.97%
$167.82 - $208.28 $132K - $164K
850 $145K
XEL
Xcel Energy Inc

Utilities
1.84K
New
$63.37 - $72.1 $117K - $133K
1.84K $130K
GNRC
Generac Holdings Inc.

Industrials
1.03K
New
$126.65 - $164.06 $131K - $170K
1.03K $130K
GHC
Graham Holdings CO

Consumer Defensive
133
New
$854.34 - $983.77 $114K - $131K
133 $127K
PFE
Pfizer Inc

Healthcare
8.64K
+ 11.24%
$25.01 - $27.13 $216K - $234K
85.5K $2.17M
HON
Honeywell International Inc

Industrials
1.51K
+ 11.04%
$202.75 - $226.52 $306K - $342K
15.2K $3.22M
AMGN
Amgen Inc

Healthcare
399
New
$258.59 - $327.36 $103K - $131K
399 $124K
PM
Philip Morris International Inc.

Consumer Defensive
262
+ 12.45%
$117.15 - $158.79 $30.7K - $41.6K
2.37K $375K
SBUX
Starbucks Corp

Consumer Cyclical
1.25K
+ 1383.33%
$91.75 - $115.81 $114K - $144K
1.34K $130K
IBM
International Business Machines Corp

Technology
471
+ 588.75%
$217.4 - $264.74 $102K - $125K
551 $137K
GS
Goldman Sachs Group Inc

Financial Services
232
+ 95.87%
$524.81 - $672.19 $122K - $156K
474 $258K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
554
New
$211.47 - $267.17 $117K - $148K
554 $117K
DUK
Duke Energy Corp

Utilities
433
+ 9.71%
$105.87 - $121.97 $45.8K - $52.8K
4.89K $596K
LOW
Lowes Companies Inc

Consumer Cyclical
485
New
$222.66 - $268.42 $108K - $130K
485 $113K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
1.3K
New
$73.82 - $89.02 $96K - $116K
1.3K $111K
EQNR
Equinor Asa

Energy
4.03K
New
$22.37 - $26.45 $90.1K - $107K
4.03K $106K
AVA
Avista Corp

Utilities
2.44K
New
$35.2 - $41.87 $85.8K - $102K
2.44K $102K
K
Kellogg CO

Consumer Defensive
1.2K
New
$81.06 - $82.9 $97.6K - $99.8K
1.2K $99K
SLB
Schlumberger Limited

Energy
2.24K
New
$38.4 - $43.74 $86K - $97.9K
2.24K $93K
SCHO
Schwab Short Term Us Treasury

ETFs
3.81K
New
$24.1 - $24.34 $91.9K - $92.8K
3.81K $92K
BNTX
Bio N Tech Se

Healthcare
1K
New
$91.06 - $126.88 $91.1K - $127K
1K $91K
ENPH
Enphase Energy, Inc.

Technology
1.44K
New
$52.87 - $73.51 $75.9K - $106K
1.44K $89K
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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