CA
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Costello Asset Management, INC13F | |
| Costello Asset Management, INC | |
| Last update 2025-05-09 | 681 Stocks (497 new) |
| Value $246.00 Mil | Turnover 47 % |
Costello Asset Management, INC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 111,177 | 24,695.7 | +1,294.94% | 10.020 | +9.30% | 0.000 | +6.76% | -15.93% | 3,136,822.2 | Hardware | |
AMZN | Amazon.com Inc | 114,054 | 21,700.0 | +188.14% | 8.800 | +5.75% | 0.000 | +29.70% | +2.05% | 2,376,789.0 | Retail - Cyclical | |
MSFT | Microsoft Corp | 37,484 | 14,071.0 | +44.78% | 5.710 | +1.77% | 0.000 | +39.39% | +21.87% | 3,803,232.7 | Software | |
NVDA | NVIDIA Corp | 118,404 | 12,832.6 | +1,000.41% | 5.210 | +4.74% | 0.000 | +70.47% | +28.85% | 4,219,047.4 | Semiconductors | |
GOOGL | Alphabet Inc | 67,122 | 10,379.7 | +116.73% | 4.210 | +2.27% | 0.000 | +21.59% | -2.79% | 2,233,811.7 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 16,287 | 8,674.1 | -13.88% | 3.520 | -0.79% | 0.000 | -8.65% | +4.44% | 1,021,130.4 | Insurance | |
GOOG | Alphabet Inc | 53,867 | 8,415.7 | +82.23% | 3.410 | +1.54% | 0.000 | +20.58% | -2.79% | 2,233,811.7 | Interactive Media | |
JNJ | Johnson & Johnson | 40,148 | 6,658.1 | +0.79% | 2.700 | +0.02% | 0.000 | +4.39% | +14.57% | 392,141.8 | Drug Manufacturers | |
LLY | Eli Lilly and Co | 7,879 | 6,507.4 | +5.72% | 2.640 | +0.14% | 0.000 | -9.16% | -0.99% | 683,625.7 | Drug Manufacturers | |
BSX | Boston Scientific Corp | 61,351 | 6,189.1 | -8.30% | 2.510 | -0.33% | 0.000 | +10.02% | +17.16% | 154,824.1 | Medical Devices & Instruments |
Costello Asset Management, INC's Historical Top Holdings Breakdowns
Costello Asset Management, INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Add Add | +9.30% | 209.68 ($231.67) 247.1 | $210.02 | -9.35% | Add 1294.94% | 111,177 | 103,207 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +5.75% | 190.26 ($217) 242.06 | $223.88 | 3.17% | Add 188.14% | 114,054 | 74,471 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +4.74% | 106.98 ($126.74) 149.43 | $173.00 | 36.50% | Add 1000.41% | 118,404 | 107,644 | |
MRVL | Marvell Technology Inc | 2025-03-31 | Reduce Reduce | -2.46% | 61.57 ($97.02) 126.06 | $72.01 | -25.78% | Reduce -99.41% | 200 | -33,648 | |
NFLX | Netflix Inc | 2025-03-31 | New Buy New Buy | +2.42% | 828.4 ($951.01) 1058.6 | $1,274.17 | 33.98% | New holding | 6,399 | 6,399 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +2.27% | 154.33 ($181.36) 206.38 | $183.58 | 1.22% | Add 116.73% | 67,122 | 36,151 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +1.77% | 375.39 ($407.71) 447.2 | $511.70 | 25.51% | Add 44.78% | 37,484 | 11,594 | |
GOOG | Alphabet Inc | 2025-03-31 | Add Add | +1.54% | 156.06 ($183.12) 207.71 | $184.70 | 0.86% | Add 82.23% | 53,867 | 24,307 | |
WHR | Whirlpool Corp | 2025-03-31 | Sold Out Sold Out | -1.25% | 88.58 ($106.04) 133.14 | $96.62 | -8.88% | Sold Out | 0 | -16,523 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -1.24% | 461.52 ($511.2) 548.18 | $288.07 | -43.65% | Reduce -56.68% | 2,835 | -3,710 |
Costello Asset Management, INC Total Holding History ($B)
Costello Asset Management, INC's Asset Allocation
Costello Asset Management, INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Costello Asset Management, INC's Hypothetical Growth since 2025-03-31
Costello Asset Management, INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Costello Asset Management, INC's Holdings Heat Map
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Costello Asset Management, INC's Holdings Bubble Chart
Costello Asset Management, INC News
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