Costello Asset Management, Inc Incresed Positions in Q3 2024

Costello Asset Management, Inc

  • $149 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PH
Parker Hannifin Corp

Industrials
4.16K
+ 850.72%
$501.01 - $635.92 $2.08M - $2.65M
4.65K $2.94M
MRVL
Marvell Technology, Inc.

Technology
24.7K
+ 276.94%
$56.15 - $76.24 $1.38M - $1.88M
33.6K $2.42M
PFE
Pfizer Inc

Healthcare
46.8K
+ 461.94%
$27.7 - $31.39 $1.3M - $1.47M
56.9K $1.65M
KHC
Kraft Heinz CO

Consumer Defensive
36.8K
+ 12297.66%
$31.86 - $36.13 $1.17M - $1.33M
37.1K $1.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
352
+ 1.93%
$405.19 - $478.57 $143K - $168K
18.6K $8.55M
CVX
Chevron Corp

Energy
7.73K
+ 131.89%
$137.88 - $161.97 $1.07M - $1.25M
13.6K $2M
CSX
Csx Corp

Industrials
20.5K
+ 21.89%
$32.48 - $35.45 $665K - $726K
114K $3.93M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.48K
+ 20354.55%
$162.83 - $179.16 $729K - $802K
4.5K $806K
MSFT
Microsoft Corp

Technology
2.36K
+ 11.32%
$395.15 - $467.56 $932K - $1.1M
23.2K $9.98M
UNH
Unitedhealth Group Inc

Healthcare
37
+ 0.56%
$488.01 - $604.18 $18.1K - $22.4K
6.69K $3.91M
ARTNA
Artesian Resources Corp

Utilities
862
+ 0.55%
$35.06 - $40.86 $30.2K - $35.2K
157K $5.85M
AMZN
Amazon Com Inc

Consumer Cyclical
3.08K
+ 8.8%
$161.02 - $200.0 $496K - $616K
38.1K $7.1M
V
Visa Inc.

Financial Services
855
+ 11.25%
$253.74 - $291.56 $217K - $249K
8.46K $2.32M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.16K
+ 40.89%
$77.02 - $85.06 $244K - $269K
10.9K $921K
AAPL
Apple Inc.

Technology
620
+ 8.47%
$207.23 - $234.82 $128K - $146K
7.94K $1.85M
IWM
Ishares Russell 2000 ETF

ETFs
1.24K
+ 108.99%
$200.87 - $224.6 $248K - $278K
2.37K $523K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.27K
+ 84.4%
$105.53 - $118.34 $240K - $269K
4.96K $580K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.34K
+ 713.35%
$48.51 - $52.86 $259K - $282K
6.09K $322K
WMT
Walmart Inc.

Consumer Defensive
275
+ 1.48%
$66.91 - $81.4 $18.4K - $22.4K
18.9K $1.53M
SPY
Spdr S&P 500 ETF Trust

ETFs
124
+ 4.07%
$517.38 - $573.86 $64.2K - $71.2K
3.17K $1.82M
GPC
Genuine Parts CO

Consumer Cyclical
500
+ 33.0%
$131.04 - $147.11 $65.5K - $73.6K
2.02K $281K
EXC
Exelon Corp

Utilities
154
+ 1.52%
$34.24 - $40.55 $5.27K - $6.24K
10.3K $416K
PG
Procter & Gamble CO

Consumer Defensive
300
+ 2142.86%
$160.76 - $177.82 $48.2K - $53.3K
314 $54K
XOM
Exxon Mobil Corp

Energy
297
+ 61.88%
$109.72 - $119.0 $32.6K - $35.3K
777 $91K
KO
Coca Cola CO

Consumer Defensive
400
+ 90.7%
$62.69 - $73.01 $25.1K - $29.2K
841 $60K
SPYG
Spdr Portfolio

ETFs
200
+ 57.97%
$73.38 - $84.1 $14.7K - $16.8K
545 $45K
GE
General Electric CO

Industrials
80
+ 91.95%
$156.66 - $189.66 $12.5K - $15.2K
167 $31K
GS
Goldman Sachs Group Inc

Financial Services
25
+ 27.78%
$459.02 - $510.25 $11.5K - $12.8K
115 $56K
AIG
American International Group, Inc.

Financial Services
120
+ 63.16%
$70.16 - $79.23 $8.42K - $9.51K
310 $22K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1
+ 0.08%
$46.9 - $51.96 $46.9 - $52
1.2K $61K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
31
+ 13.78%
$58.35 - $66.29 $1.81K - $2.05K
256 $16K
MTB
M&T Bank Corp

Financial Services
5
+ 9.09%
$146.49 - $179.85 $732 - $899
60 $10K
PANW
Palo Alto Networks Inc

Technology
6
+ 24.0%
$294.18 - $368.01 $1.77K - $2.21K
31 $10K
GLW
Corning Inc

Technology
1
+ 0.61%
$37.76 - $46.2 $37.8 - $46.2
165 $7K
INTC
Intel Corp

Technology
1
+ 1.0%
$18.9 - $34.87 $18.9 - $34.9
101 $2K
QCOM
Qualcomm Inc

Technology
53
+ 14.44%
$156.12 - $209.64 $8.27K - $11.1K
420 $71K
MRK
Merck & Co., Inc.

Healthcare
2.95K
+ 8.59%
$111.15 - $128.97 $328K - $380K
37.3K $4.23M
NVO
Novo Nordisk A S

Healthcare
3.8K
+ 14.67%
$119.07 - $145.42 $452K - $552K
29.7K $3.53M
GOOG
Alphabet Inc.

Communication Services
660
+ 2.27%
$149.54 - $192.66 $98.7K - $127K
29.7K $4.97M
GOOGL
Alphabet Inc.

Communication Services
267
+ 0.88%
$148.65 - $191.18 $39.7K - $51K
30.6K $5.08M
Activity Summary
Buys All Purchases 71 New Holdings 30 Increased Positions 41 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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