Costello Asset Management, Inc Incresed Positions 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
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
META
Meta Platforms, Inc.

Communication Services
2.22K
+ 788.65%
$576.36 - $736.67 $1.28M - $1.64M
2.51K $1.44M
VZ
Verizon Communications Inc

Communication Services
26.1K
+ 242.0%
$37.81 - $46.49 $985K - $1.21M
36.8K $1.67M
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
SCHG
Schwab Strategic Tr Us Large C

ETFs
25K
+ 9748.83%
$24.91 - $29.02 $622K - $724K
25.2K $631K
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
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
CEG
Constellation Energy Corp

Utilities
2.99K
+ 27.77%
$201.63 - $347.44 $603K - $1.04M
13.8K $2.78M
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
XOM
Exxon Mobil Corp

Energy
2.26K
+ 231.42%
$105.44 - $118.93 $238K - $269K
3.24K $385K
TSLA
Tesla, Inc.

Consumer Cyclical
900
+ 5294.12%
$222.15 - $428.22 $200K - $385K
917 $237K
WMT
Walmart Inc.

Consumer Defensive
2.98K
+ 15.77%
$84.5 - $105.05 $252K - $313K
21.9K $1.92M
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
CARR
Carrier Global Corp

Industrials
2.9K
+ 2320.8%
$62.07 - $70.55 $180K - $205K
3.03K $191K
PANW
Palo Alto Networks Inc

Technology
788
+ 1270.97%
$167.82 - $208.28 $132K - $164K
850 $145K
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
SBUX
Starbucks Corp

Consumer Cyclical
1.25K
+ 1383.33%
$91.75 - $115.81 $114K - $144K
1.34K $130K
PM
Philip Morris International Inc.

Consumer Defensive
262
+ 12.45%
$117.15 - $158.79 $30.7K - $41.6K
2.37K $375K
GS
Goldman Sachs Group Inc

Financial Services
232
+ 95.87%
$524.81 - $672.19 $122K - $156K
474 $258K
IBM
International Business Machines Corp

Technology
471
+ 588.75%
$217.4 - $264.74 $102K - $125K
551 $137K
DUK
Duke Energy Corp

Utilities
433
+ 9.71%
$105.87 - $121.97 $45.8K - $52.8K
4.89K $596K
TM
Toyota Motor Corp

Consumer Cyclical
470
+ 1566.67%
$176.53 - $195.35 $83K - $91.8K
500 $88K
QCOM
Qualcomm Inc

Technology
521
+ 128.64%
$151.94 - $175.86 $79.2K - $91.6K
926 $142K
GIS
General Mills Inc

Consumer Defensive
1.18K
+ 1278.26%
$57.56 - $65.3 $67.7K - $76.8K
1.27K $75K
VNQ
Vanguard Specialized Funds Van

ETFs
733
+ 122.17%
$85.55 - $94.34 $62.7K - $69.2K
1.33K $120K
GLD
Spdr Gold Trust

ETFs
197
+ 197.0%
$243.19 - $288.14 $47.9K - $56.8K
297 $85K
MO
Altria Group, Inc.

Consumer Defensive
766
+ 58.92%
$50.81 - $60.02 $38.9K - $46K
2.07K $124K
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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