Costello Asset Management, Inc Incresed Positions in Q4 2024

Costello Asset Management, Inc

  • $151 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
6.69K
+ 874.25%
$727.2 - $932.06 $4.86M - $6.23M
7.45K $5.75M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
41.7K
+ 3793.91%
$49.77 - $64.58 $2.08M - $2.7M
42.8K $2.35M
AMZN
Amazon Com Inc

Consumer Cyclical
1.5K
+ 3.95%
$180.88 - $232.93 $272K - $350K
39.6K $8.68M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
23.6K
+ 5888.03%
$61.68 - $67.87 $1.46M - $1.6M
24K $1.5M
MRVL
Marvell Technology, Inc.

Technology
297
+ 0.89%
$70.31 - $124.78 $20.9K - $37.1K
33.8K $3.74M
V
Visa Inc.

Financial Services
2.67K
+ 31.63%
$273.87 - $320.91 $732K - $858K
11.1K $3.52M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.83K
+ 151.76%
$174.22 - $187.62 $1.19M - $1.28M
11.3K $1.99M
TJX
Tjx Companies Inc

Consumer Cyclical
7.55K
+ 58.83%
$112.15 - $127.2 $846K - $960K
20.4K $2.46M
MSFT
Microsoft Corp

Technology
2.7K
+ 11.65%
$406.35 - $454.46 $1.1M - $1.23M
25.9K $10.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
51.9K
+ 476.49%
$26.93 - $84.95 $1.4M - $4.41M
62.8K $1.72M
PH
Parker Hannifin Corp

Industrials
589
+ 12.67%
$621.74 - $709.46 $366K - $418K
5.24K $3.33M
PFE
Pfizer Inc

Healthcare
20K
+ 35.09%
$24.8 - $30.19 $495K - $603K
76.9K $2.04M
MRK
Merck & Co., Inc.

Healthcare
7.33K
+ 19.65%
$96.31 - $114.76 $705K - $841K
44.6K $4.44M
NVDA
Nvidia Corp

Technology
450
+ 4.36%
$117.0 - $148.88 $52.7K - $67K
10.8K $1.44M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
7.1K
+ 114.38%
$23.25 - $23.37 $165K - $166K
13.3K $310K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
7.29K
+ 110.12%
$22.1 - $22.59 $161K - $165K
13.9K $308K
AAPL
Apple Inc.

Technology
31
+ 0.39%
$221.69 - $259.02 $6.87K - $8.03K
7.97K $2M
SPY
Spdr S&P 500 ETF Trust

ETFs
149
+ 4.7%
$567.81 - $607.81 $84.6K - $90.6K
3.32K $1.95M
GS
Goldman Sachs Group Inc

Financial Services
127
+ 110.43%
$486.1 - $608.57 $61.7K - $77.3K
242 $138K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.11K
+ 31.94%
$53.94 - $58.15 $59.9K - $64.6K
4.59K $258K
CRWD
Crowd Strike Holdings, Inc.

Technology
20
+ 5.56%
$275.15 - $388.2 $5.5K - $7.76K
380 $130K
SPYG
Spdr Portfolio

ETFs
290
+ 53.21%
$81.74 - $91.38 $23.7K - $26.5K
835 $73K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.12K
+ 6227.78%
$22.72 - $23.0 $25.5K - $25.8K
1.14K $25K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
334
+ 1.8%
$442.29 - $483.08 $148K - $161K
18.9K $8.57M
T
At&T Inc.

Communication Services
338
+ 2.43%
$21.22 - $23.88 $7.17K - $8.07K
14.2K $324K
XOM
Exxon Mobil Corp

Energy
200
+ 25.74%
$105.51 - $125.37 $21.1K - $25.1K
977 $105K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.7K
+ 141.48%
$25.33 - $51.16 $43.1K - $87.1K
2.91K $75K
VHT
Vanguard Health Care ETF

ETFs
45
+ 44.55%
$250.81 - $283.3 $11.3K - $12.7K
146 $37K
HIG
Hartford Financial Services Group, Inc.

Financial Services
45
+ 42.86%
$107.06 - $123.74 $4.82K - $5.57K
150 $16K
S
Sentinel One, Inc.

Technology
190
+ 71.7%
$22.05 - $28.68 $4.19K - $5.45K
455 $10K
DGRO
Ishares Core Dividend Growth E

ETFs
35
+ 35.35%
$60.73 - $64.94 $2.13K - $2.27K
134 $8K
PANW
Palo Alto Networks Inc

Technology
31
+ 100.0%
$181.96 - $405.9 $5.64K - $12.6K
62 $11K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
358
+ 100.0%
$27.45 - $55.56 $9.83K - $19.9K
716 $20K
SCHG
Schwab Strategic Tr Us Large C

ETFs
192
+ 300.0%
$25.93 - $105.3 $4.98K - $20.2K
256 $7K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
320
+ 200.0%
$22.01 - $66.82 $7.04K - $21.4K
480 $10K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
9
+ 2.25%
$23.22 - $23.84 $209 - $215
409 $9K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
6
+ 1.33%
$21.25 - $22.07 $128 - $132
456 $9K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
7
+ 1.65%
$22.71 - $23.47 $159 - $164
432 $9K
GLW
Corning Inc

Technology
1
+ 0.61%
$44.11 - $49.76 $44.1 - $49.8
166 $7K
SPG
Simon Property Group Inc

Real Estate
3
+ 5.0%
$167.23 - $183.84 $502 - $552
63 $10K
HDV
Ishares Core High Dividend ETF

ETFs
1
+ 3.33%
$110.82 - $121.28 $111 - $121
31 $3K
AIG
American International Group, Inc.

Financial Services
5
+ 1.61%
$70.0 - $79.22 $350 - $396
315 $22K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1
+ 0.87%
$33.7 - $37.69 $33.7 - $37.7
116 $3K
IDV
Ishares Tr

ETFs
4
+ 1.41%
$27.03 - $29.92 $108 - $120
288 $7K
GE
General Electric CO

Industrials
2
+ 1.2%
$159.95 - $194.23 $320 - $388
169 $28K
LMT
Lockheed Martin Corp

Industrials
13
+ 12.15%
$479.66 - $614.62 $6.24K - $7.99K
120 $58K
UNP
Union Pacific Corp

Industrials
1
+ 0.17%
$223.15 - $249.32 $223 - $249
577 $131K
EXC
Exelon Corp

Utilities
4
+ 0.04%
$36.22 - $40.97 $145 - $164
10.3K $386K
CSX
Csx Corp

Industrials
6.71K
+ 5.89%
$31.58 - $36.88 $212K - $247K
121K $3.89M
Activity Summary
Buys All Purchases 63 New Holdings 12 Increased Positions 51 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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