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
OTIS
Otis Worldwide Corp

Industrials
507
+ 193.51%
$90.77 - $104.01 $46K - $52.7K
769 $79K
INTC
Intel Corp

Technology
2.38K
+ 2355.45%
$19.1 - $27.39 $45.4K - $65.2K
2.48K $56K
JPM
Jpmorgan Chase & CO

Financial Services
56
+ 0.87%
$225.19 - $279.95 $12.6K - $15.7K
6.48K $1.59M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.17K
+ 25.39%
$51.45 - $58.51 $59.9K - $68.2K
5.75K $297K
GLW
Corning Inc

Technology
818
+ 492.77%
$44.91 - $54.25 $36.7K - $44.4K
984 $45K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
78
+ 113.04%
$507.05 - $563.67 $39.5K - $44K
147 $75K
PARA
Paramount Global

Communication Services
10
+ 0.04%
$10.16 - $12.14 $102 - $121
23K $274K
CVS
Cvs Health Corp

Healthcare
422
+ 281.33%
$44.22 - $68.64 $18.7K - $29K
572 $38K
SPY
Spdr S&P 500 ETF Trust

ETFs
214
+ 6.45%
$551.42 - $612.93 $118K - $131K
3.53K $1.98M
COP
Conocophillips

Energy
243
+ 34.71%
$88.6 - $105.85 $21.5K - $25.7K
943 $99K
LMT
Lockheed Martin Corp

Industrials
62
+ 51.67%
$423.19 - $506.29 $26.2K - $31.4K
182 $81K
F
Ford Motor CO

Consumer Cyclical
2.2K
+ 110.0%
$9.12 - $10.43 $20.1K - $22.9K
4.2K $42K
ITW
Illinois Tool Works Inc

Industrials
100
+ 33.33%
$244.9 - $274.48 $24.5K - $27.4K
400 $99K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
861
+ 120.25%
$26.53 - $29.63 $22.8K - $25.5K
1.58K $42K
BAC
Bank Of America Corp

Financial Services
344
+ 424.69%
$39.61 - $47.74 $13.6K - $16.4K
425 $17K
ETN
Eaton Corp PLC

Industrials
100
+ 37.04%
$271.83 - $371.23 $27.2K - $37.1K
370 $100K
YORW
York Water CO

Utilities
130
+ 5.84%
$30.03 - $35.0 $3.9K - $4.55K
2.36K $81K
SWKS
Skyworks Solutions, Inc.

Technology
300
+ 61.1%
$64.12 - $93.96 $19.2K - $28.2K
791 $51K
VBK
Vanguard Small Cap Growth ETF

ETFs
27
+ 337.5%
$247.97 - $296.33 $6.7K - $8K
35 $8K
DGRO
Ishares Core Dividend Growth E

ETFs
100
+ 74.63%
$60.46 - $64.42 $6.05K - $6.44K
234 $14K
MTB
M&T Bank Corp

Financial Services
32
+ 54.24%
$170.47 - $201.98 $5.46K - $6.46K
91 $16K
WBD
Warner Bros. Discovery, Inc.

Communication Services
477
+ 43.84%
$9.47 - $11.46 $4.52K - $5.47K
1.57K $16K
CMCSA
Comcast Corp

Communication Services
231
+ 3.19%
$33.19 - $38.23 $7.67K - $8.83K
7.47K $275K
DOW
Dow Inc.

Basic Materials
300
+ 27.93%
$34.36 - $41.92 $10.3K - $12.6K
1.37K $47K
MGM
Mgm Resorts International

Consumer Cyclical
145
+ 362.5%
$29.64 - $40.37 $4.3K - $5.85K
185 $5K
SPG
Simon Property Group Inc

Real Estate
24
+ 38.1%
$159.48 - $187.78 $3.83K - $4.51K
87 $14K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
26
+ 74.29%
$120.07 - $144.17 $3.12K - $3.75K
61 $7K
S
Sentinel One, Inc.

Technology
285
+ 62.64%
$18.17 - $24.97 $5.18K - $7.12K
740 $13K
ET
Energy Transfer LP

Energy
101
+ 34.35%
$17.26 - $21.08 $1.74K - $2.13K
395 $7K
GPC
Genuine Parts CO

Consumer Cyclical
7
+ 1.17%
$115.91 - $129.02 $811 - $903
607 $72K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
40
+ 3.51%
$22.77 - $22.94 $911 - $918
1.18K $27K
USB
Us Bancorp \De\

Financial Services
152
+ 15.2%
$40.92 - $50.9 $6.22K - $7.74K
1.15K $48K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
10
+ 47.62%
$126.11 - $135.06 $1.26K - $1.35K
31 $3K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
3
+ 0.69%
$22.61 - $23.14 $67.8 - $69.4
435 $10K
IDV
Ishares Tr

ETFs
2
+ 0.69%
$27.0 - $31.7 $54 - $63.4
290 $8K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1
+ 0.83%
$48.02 - $53.02 $48 - $53
122 $6K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
3
+ 0.66%
$21.16 - $21.77 $63.5 - $65.3
459 $9K
Brookfield Asset Managmt LTD
84
+ 110.53%
N/A
160 $0
JEPI
J P Morgan Exchange Traded Fd

ETFs
14
+ 0.85%
$56.17 - $59.71 $786 - $836
1.67K $95K
Blackrock Inc
20
+ 30.77%
N/A
85 $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2
+ 0.04%
$49.78 - $53.19 $99.6 - $106
4.51K $230K
Ge Vernova Inc
1.11K
+ 12333.33%
N/A
1.12K $0
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
5
+ 1.22%
$23.15 - $23.78 $116 - $119
414 $9K
Arista Networks Inc
154
+ 51.33%
N/A
454 $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
42
+ 1.45%
$23.16 - $27.04 $973 - $1.14K
2.95K $69K
FDX
Fedex Corp

Industrials
100
+ 6.25%
$230.33 - $281.53 $23K - $28.2K
1.7K $414K
MRK
Merck & Co., Inc.

Healthcare
1.77K
+ 3.96%
$83.01 - $101.02 $147K - $178K
46.4K $4.16M
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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