Costello Asset Management, Inc New Holdings in Q2 2025

Costello Asset Management, Inc

  • $260 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBKR
Interactive Brokers Group, Inc.

Financial Services
5.15K
New
$50.53 - $212.53 $260K - $1.09M
5.15K $285K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.75K
New
$90.5 - $114.3 $158K - $200K
1.75K $199K
OKTA
Okta, Inc.

Technology
700
New
$91.24 - $127.3 $63.9K - $89.1K
700 $69K
CSL
Carlisle Companies Inc

Industrials
90
New
$317.1 - $408.5 $28.5K - $36.8K
90 $33K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
475
New
$47.46 - $55.3 $22.5K - $26.3K
475 $26K
FIW
First Trust Water ETF

ETFs
200
New
$90.26 - $108.05 $18.1K - $21.6K
200 $21K
MGV
Vanguard Mega Cap Value

ETFs
138
New
$114.87 - $131.25 $15.9K - $18.1K
138 $18K
VEA
Vanguard Ftse Developed Market

ETFs
273
New
$45.65 - $57.01 $12.5K - $15.6K
273 $15K
MGK
Vanguard Mega Cap Growth ETF

ETFs
43
New
$273.67 - $366.17 $11.8K - $15.7K
43 $15K
WMB
Williams Companies, Inc.

Energy
210
New
$54.33 - $62.87 $11.4K - $13.2K
210 $13K
VAW
Vanguard Materials ETF

ETFs
49
New
$163.82 - $196.64 $8.03K - $9.64K
49 $9K
IAUM
I Shares Gold Trust Micro

ETFs
300
New
$29.65 - $34.24 $8.9K - $10.3K
300 $9K
AES
Aes Corp

Utilities
808
New
$9.63 - $12.55 $7.78K - $10.1K
808 $8K
FE
Firstenergy Corp

Utilities
200
New
$38.31 - $43.17 $7.66K - $8.63K
200 $8K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
200
New
$35.35 - $42.68 $7.07K - $8.54K
200 $8K
MP
Mp Materials Corp.

Basic Materials
200
New
$18.77 - $37.74 $3.75K - $7.55K
200 $6K
UFPI
Ufp Industries Inc

Basic Materials
57
New
$94.93 - $109.1 $5.41K - $6.22K
57 $5K
IEMG
Ishares Inc

ETFs
86
New
N/A
86 $4K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
101
New
$48.13 - $49.85 $4.86K - $5.03K
101 $4K
VOT
Vanguard Mid Cap Growth Index

ETFs
15
New
$216.28 - $284.39 $3.24K - $4.27K
15 $4K
SNY
Sanofi

Healthcare
100
New
$47.62 - $55.44 $4.76K - $5.54K
100 $4K
VOE
Vanguard Mid Cap Value Index F

ETFs
21
New
$141.87 - $164.49 $2.98K - $3.45K
21 $3K
DJD
Invesco Exchange Traded Fd Tr

ETFs
53
New
$47.46 - $53.19 $2.52K - $2.82K
53 $2K
NIO
Nio Inc.

Consumer Cyclical
100
New
$3.14 - $4.31 $314 - $431
100 $0
Voyager Technologies Inc
100
New
N/A
100 $0
FXI
Ishares Tr

ETFs
0
New
$29.59 - $37.41 $0 - $0
0 $0
Amentum Holdings Inc
13
New
N/A
13 $0
Jacobs Solutions Inc
325
New
N/A
325 $0
EDV
Vanguard Extended Duration Tre

ETFs
11
New
$62.83 - $72.45 $691 - $797
11 $0
Barrick Mng Corp
1.05K
New
N/A
1.05K $0
Qvc Group Inc
20
New
N/A
20 $0
ALCC
Alt C Acquisition Corp.

Financial Services
300
New
N/A
300 $0
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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