Costello Asset Management, Inc Portfolio Holdings
Costello Asset Management, Inc
- $244 Million
- Q1 2025
Costello Asset Management, Inc has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $244 Million distributed in 682 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.7M, Amazon Com Inc with a value of $21.7M, Microsoft Corp with a value of $14.1M, Nvidia Corp with a value of $12.8M, and Alphabet Inc. with a value of $10.4M.
Examining the 13F form we can see an increase of $92.6M in the current position value, from $151M to 244M.
Below you can find more details about Costello Asset Management, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$244 Million
Technology: $58.4 Million
Healthcare: $31.2 Million
Communication Services: $29.7 Million
Consumer Cyclical: $28.9 Million
Financial Services: $22.4 Million
ETFs: $19.4 Million
Consumer Defensive: $16.5 Million
Utilities: $16.5 Million
Other: $20.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 682
- Current Value $244 Million
- Prior Value $151 Million
- Filing
- Period Q1 2025
- Filing Date May 09, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 500 stocks
- Additional Purchases 98 stocks
- Sold out of 0 stocks
- Reduced holdings in 38 stocks