Costello Asset Management, Inc Incresed Positions in Q2 2025

Costello Asset Management, Inc

  • $260 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MRVL
Marvell Technology, Inc.

Technology
63.5K
+ 31756.0%
$49.38 - $79.97 $3.14M - $5.08M
63.7K $4.93M
CB
Chubb LTD

Financial Services
10.4K
+ 312.99%
$274.32 - $302.46 $2.85M - $3.15M
13.7K $3.98M
NFLX
Netflix Inc

Communication Services
98
+ 1.53%
$855.86 - $1339.13 $83.9K - $131K
6.5K $8.7M
CEG
Constellation Energy Corp

Utilities
1.11K
+ 8.04%
$170.96 - $322.76 $189K - $357K
14.9K $4.8M
MELI
Mercadolibre Inc

Consumer Cyclical
469
+ 434.26%
$1794.73 - $2613.63 $842K - $1.23M
577 $1.51M
UBER
Uber Technologies, Inc

Technology
800
+ 2.38%
$64.62 - $93.3 $51.7K - $74.6K
34.4K $3.21M
LLY
Eli Lilly & CO

Healthcare
1.16K
+ 14.67%
$713.71 - $898.95 $825K - $1.04M
9.04K $7.04M
VST
Vistra Corp.

Utilities
420
+ 8.13%
$98.07 - $195.04 $41.2K - $81.9K
5.58K $1.08M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.32K
+ 7.43%
$152.93 - $181.74 $202K - $240K
19.1K $3.48M
HON
Honeywell International Inc

Industrials
293
+ 1.93%
$182.86 - $232.88 $53.6K - $68.2K
15.5K $3.61M
EXC
Exelon Corp

Utilities
7.31K
+ 72.04%
$42.2 - $47.37 $308K - $346K
17.5K $757K
AVGO
Broadcom Inc.

Technology
38
+ 1.53%
$146.29 - $275.65 $5.56K - $10.5K
2.53K $696K
ORCL
Oracle Corp

Technology
35
+ 1.07%
$122.82 - $218.63 $4.3K - $7.65K
3.29K $719K
OC
Owens Corning

Industrials
1.95K
+ 14.73%
$126.32 - $147.75 $246K - $288K
15.2K $2.09M
CVX
Chevron Corp

Energy
3.54K
+ 26.92%
$133.73 - $168.51 $474K - $597K
16.7K $2.39M
UNP
Union Pacific Corp

Industrials
815
+ 141.25%
$208.27 - $238.46 $170K - $194K
1.39K $320K
PANW
Palo Alto Networks Inc

Technology
742
+ 87.29%
$152.44 - $204.64 $113K - $152K
1.59K $325K
SCHW
Schwab Charles Corp

Financial Services
26
+ 0.2%
$69.06 - $91.24 $1.8K - $2.37K
12.7K $1.16M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
6.92K
+ 586.77%
$22.81 - $22.97 $158K - $159K
8.1K $185K
SCHG
Schwab Strategic Tr Us Large C

ETFs
468
+ 1.86%
$22.27 - $29.21 $10.4K - $13.7K
25.7K $750K
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 1.41%
$908.13 - $1056.85 $23.6K - $27.5K
1.86K $1.85M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.87K
+ 29.67%
$23.29 - $23.38 $90.2K - $90.5K
16.9K $395K
PM
Philip Morris International Inc.

Consumer Defensive
74
+ 3.13%
$149.23 - $184.95 $11K - $13.7K
2.44K $444K
VTI
Vanguard Total Stock Market Et

ETFs
76
+ 5.35%
$243.75 - $303.93 $18.5K - $23.1K
1.5K $454K
NWE
Northwestern Corp

Utilities
993
+ 334.34%
$50.8 - $59.51 $50.4K - $59.1K
1.29K $66K
AXP
American Express CO

Financial Services
1
+ 0.11%
$231.39 - $318.98 $231 - $319
904 $288K
AEM
Agnico Eagle Mines LTD

Basic Materials
325
+ 2166.67%
$99.48 - $124.46 $32.3K - $40.4K
340 $40K
CARR
Carrier Global Corp

Industrials
127
+ 4.2%
$55.55 - $75.83 $7.05K - $9.63K
3.15K $230K
SCHX
Schwab Strategic Tr Us Large C

ETFs
208
+ 1.62%
$19.6 - $24.44 $4.08K - $5.08K
13K $318K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
354
+ 22.13%
$100.35 - $100.71 $35.5K - $35.7K
1.95K $196K
GD
General Dynamics Corp

Industrials
105
+ 43.75%
$247.68 - $291.66 $26K - $30.6K
345 $100K
PEG
Public Service Enterprise Group Inc

Utilities
401
+ 290.58%
$77.13 - $84.18 $30.9K - $33.8K
539 $45K
RTX
Raytheon Technologies Corp

Industrials
36
+ 1.85%
$113.75 - $148.48 $4.1K - $5.35K
1.98K $288K
LHX
L3 Harris Technologies, Inc.

Industrials
11
+ 1.66%
$200.21 - $256.99 $2.2K - $2.83K
673 $168K
IBM
International Business Machines Corp

Technology
11
+ 2.0%
$221.03 - $294.78 $2.43K - $3.24K
562 $165K
ITB
Ishares Tr

ETFs
330
+ 17.08%
$85.52 - $96.61 $28.2K - $31.9K
2.26K $210K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
535
+ 0.94%
$28.21 - $28.85 $15.1K - $15.4K
57.7K $1.66M
GILD
Gilead Sciences, Inc.

Healthcare
227
+ 244.09%
$96.91 - $113.0 $22K - $25.7K
320 $35K
DE
Deere & CO

Industrials
14
+ 3.5%
$412.99 - $531.48 $5.78K - $7.44K
414 $210K
ASML
Asml Holding Nv

Technology
25
+ 147.06%
$595.37 - $815.24 $14.9K - $20.4K
42 $33K
XYL
Xylem Inc.

Industrials
7
+ 0.58%
$102.86 - $129.5 $720 - $907
1.21K $156K
PKW
Invesco Exchange Traded Fd Tr

ETFs
94
+ 77.05%
$98.58 - $123.6 $9.27K - $11.6K
216 $26K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9
+ 6.12%
$456.74 - $568.03 $4.11K - $5.11K
156 $88K
XLY
Select Sector Spdr Consumer Di

ETFs
52
+ 83.87%
$176.34 - $218.59 $9.17K - $11.4K
114 $24K
MDT
Medtronic PLC

Healthcare
150
+ 26.32%
$80.68 - $88.86 $12.1K - $13.3K
720 $62K
XLK
Technology Sector Spdr

ETFs
2
+ 1.09%
$179.73 - $253.23 $359 - $506
186 $47K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
198
+ 162.3%
$43.28 - $50.37 $8.57K - $9.97K
320 $16K
SCHV
Schwab Strategic Tr Us Large C

ETFs
121
+ 2.31%
$23.55 - $27.67 $2.85K - $3.35K
5.36K $148K
DRI
Darden Restaurants Inc

Consumer Cyclical
6
+ 0.8%
$186.58 - $225.78 $1.12K - $1.35K
755 $164K
Activity Summary
Buys All Purchases 207 New Holdings 33 Increased Positions 174 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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