Costello Asset Management, INC Q2 2025 Filing

Filed July 24, 2025

Portfolio Value

$266.2M

Holdings

687

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (687 positions)

StockValue
AMZNAMAZON COM INC
$24.0M
MSFTMICROSOFT CORP
$18.4M
AAPLAPPLE INC
$18.4M
NVDANVIDIA CORPORATION
$16.8M
GOOGLALPHABET INC
$11.8M
GOOGALPHABET INC
$9.5M
NFLXNETFLIX INC
$8.7M
LLYELI LILLY & CO
$7.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$6.4M
VVISA INC
$6.3M
JNJJOHNSON & JOHNSON
$6.0M
ARTNAARTESIAN RES CORP
$5.1M
MRVLMARVELL TECHNOLOGY INC
$4.9M
CEGCONSTELLATION ENERGY CORP
$4.8M
BSXBOSTON SCIENTIFIC CORP
$4.4M
CBCHUBB LIMITED
$4.0M
WTRGESSENTIAL UTILS INC
$3.8M
CSXCSX CORP
$3.7M
HONHONEYWELL INTL INC
$3.6M
MDLZMONDELEZ INTL INC
$3.5M
MRKMERCK & CO INC
$3.5M
RSPINVESCO EXCHANGE TRADED FD T
$3.5M
PEPPEPSICO INC
$3.3M
UBERUBER TECHNOLOGIES INC
$3.2M
QXOQXO INC
$2.8M
CVXCHEVRON CORP NEW
$2.4M
RUSHARUSH ENTERPRISES INC
$2.2M
SPYSPDR S&P 500 ETF TR
$2.2M
TJXTJX COS INC NEW
$2.1M
WMTWALMART INC
$2.1M
OCOWENS CORNING NEW
$2.1M
SCHDSCHWAB STRATEGIC TR
$2.1M
PFEPFIZER INC
$2.0M
COSTCOSTCO WHSL CORP NEW
$1.8M
METAMETA PLATFORMS INC
$1.8M
SPTISPDR SERIES TRUST
$1.7M
BACVERIZON COMMUNICATIONS INC
$1.6M
JPMJPMORGAN CHASE & CO.
$1.5M
MLB1MERCADOLIBRE INC
$1.5M
IJHISHARES TR
$1.3M
SCHWSCHWAB CHARLES CORP
$1.2M
VSTVISTRA CORP
$1.1M
MAMASTERCARD INCORPORATED
$1.0M
AWCAMERICAN WTR WKS CO INC NEW
$957K
PGPROCTER AND GAMBLE CO
$890K
SCHBSCHWAB STRATEGIC TR
$810K
NEENEXTERA ENERGY INC
$802K
PYPLPAYPAL HLDGS INC
$764K
PEOEXELON CORP
$758K
SCHGSCHWAB STRATEGIC TR
$750K
ORCLORACLE CORP
$720K
AVGOBROADCOM INC
$697K
TAT&T INC
$659K
GEVGE VERNOVA INC
$648K
GEGE AEROSPACE
$590K
KHCKRAFT HEINZ CO
$583K
DUKDUKE ENERGY CORP NEW
$578K
VRTVERTIV HOLDINGS CO
$577K
INTUINTUIT
$562K
KLACKLA CORP
$537K
IJRISHARES TR
$521K
XLVSELECT SECTOR SPDR TR
$516K
KOCOCA COLA CO
$495K
LRCXLAM RESEARCH CORP
$487K
TMOTHERMO FISHER SCIENTIFIC INC
$480K
ROKROCKWELL AUTOMATION INC
$465K
IWMISHARES TR
$459K
VTIVANGUARD INDEX FDS
$455K
PLTRPALANTIR TECHNOLOGIES INC
$450K
EOSEATON VANCE ENHANCED EQUITY
$447K
4I1PHILIP MORRIS INTL INC
$444K
XLFISELECT SECTOR SPDR TR
$427K
AQLTISHARES TR
$395K
ARMARM HOLDINGS PLC
$393K
UTGREAVES UTIL INCOME FD
$387K
FDXFEDEX CORP
$386K
XOMEXXON MOBIL CORP
$372K
CLCOLGATE PALMOLIVE CO
$372K
VIGVANGUARD SPECIALIZED FUNDS
$356K
DISDISNEY WALT CO
$346K
CATCATERPILLAR INC
$346K
PAYXPAYCHEX INC
$334K
PANWPALO ALTO NETWORKS INC
$326K
UNPUNION PAC CORP
$320K
SCHXSCHWAB STRATEGIC TR
$318K
AMTAMERICAN TOWER CORP NEW
$307K
VRTXVERTEX PHARMACEUTICALS INC
$307K
0VVBPARAMOUNT GLOBAL
$296K
RTXRTX CORPORATION
$289K
TSLATESLA INC
$289K
AXPAMERICAN EXPRESS CO
$288K
IBKRINTERACTIVE BROKERS GROUP IN
$285K
NRANRG ENERGY INC
$277K
JEPQJ P MORGAN EXCHANGE TRADED F
$276K
HDHOME DEPOT INC
$272K
CMCSACOMCAST CORP NEW
$271K
ZBHZIMMER BIOMET HOLDINGS INC
$261K
AQLTISHARES TR
$260K
NXPINXP SEMICONDUCTORS N V
$240K
ABBVABBVIE INC
$235K
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