Costello Asset Management, Inc Portfolio Holdings
Costello Asset Management, Inc
- $149 Million
- Q3 2024
Costello Asset Management, Inc has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $149 Million distributed in 194 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $9.98M, Berkshire Hathaway Inc Class B with a value of $8.55M, Amazon Com Inc with a value of $7.1M, Johnson & Johnson with a value of $6.58M, and Pepsico Inc with a value of $6.01M.
Examining the 13F form we can see an increase of $15.3M in the current position value, from $134M to 149M.
Below you can find more details about Costello Asset Management, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$149 Million
Healthcare: $28.6 Million
Consumer Defensive: $18.5 Million
Consumer Cyclical: $16.2 Million
Technology: $15.9 Million
Utilities: $15 Million
Industrials: $14.7 Million
Communication Services: $14.4 Million
Financial Services: $14.1 Million
Other: $12.1 Million