Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

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
Track This Portfolio

Track Costello Asset Management, Inc Portfolio

Follow Costello Asset Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Costello Asset Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Costello Asset Management, Inc with notifications on news.