Fund HoldingsCostello Asset Management, INC

Total Portfolio Value
$134.15M
Total Bought
$9.58M
Total Sold
$18.72M
Net Transaction
-$9.14M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)11519,204+19,0891042,3721.77%+2,269
NOVO-NORDISK A S(NVO)12,54025,884+13,3441,6103,6952.75%+2,085
VISA INC(V)8307,600+6,7702321,9951.49%+1,763
ALPHABET INC(GOOG)29,30429,050-2544,4625,3283.97%+867
BERKSHIRE HATHAWAY INC DEL15,70618,227+2,5216,6057,4155.53%+810
ALPHABET INC(GOOG)31,82030,371-1,4494,8035,5324.12%+730
AMAZON COM INC(AMZN)33,80235,000+1,1986,0976,7645.04%+667
MICROSOFT CORP(MSFT)20,76320,831+688,7359,3116.94%+575
SPDR S&P 500 ETF TR(SPY)2,4773,046+5691,2961,6581.24%+362
ELI LILLY & CO(LLY)2,9032,766-1372,2592,5041.87%+245
SCHWAB STRATEGIC TR5,0827,736+2,6544106020.45%+192
GENUINE PARTS CO(GPC)3001,515+1,215462100.16%+163
WALMART INC(WMT)18,87618,619-2571,1361,2610.94%+125
APPLE INC(AAPL)07,319+7,31901,5411.15%+1,541
CROWDSTRIKE HLDGS INC(CRWD)01,045+1,04504000.30%+400
PARKER-HANNIFIN CORP(PH)300489+1891672470.18%+81
AT&T INC(T)12,94516,027+3,0822283060.23%+78
DUKE ENERGY CORP NEW(DUK)6,6786,860+1826466880.51%+42
ARISTA NETWORKS INC075+750260.02%+26
QUALCOMM INC(QCOM)295367+7250730.05%+23
ISHARES TR1,0091,134+1252122300.17%+18
ISHARES TR2,4452,692+2472702870.21%+17
PHILIP MORRIS INTL INC(PM)02,104+2,10402130.16%+213
GOLDMAN SACHS GROUP INC(GS)6090+3025410.03%+16
PROSHARES TR0397+3970110.01%+11
UNITED PARCEL SERVICE INC(UPS)075+750100.01%+10
SCHWAB STRATEGIC TR188358+17010190.01%+9
COLGATE PALMOLIVE CO(CL)0900+9000870.07%+87
DUPONT DE NEMOURS INC(DD)01,405+1,40501130.08%+113
TESLA INC(TSLA)0240+2400470.04%+47
ISHARES TR19919901051090.08%+4
DELTA AIR LINES INC DEL(DAL)090+90040.00%+4
JAZZ PHARMACEUTICALS PLC(JAZZ)035+35040.00%+4
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
022+22040.00%+4
MUELLER INDS INC(MLI)1,1841,184064670.05%+4
INTEL CORP(INTC)0100+100030.00%+3
ALTRIA GROUP INC(MO)1,3001,300057590.04%+3
SPDR SER TR
ST STR P500GRW
345345025280.02%+2
PFIZER INC(PFE)010,130+10,13002830.21%+283
VANGUARD INDEX FDS111111053560.04%+2
YORK WTR CO02,227+2,2270830.06%+83
BRITISH AMERN TOB PLC(BTI)4,2084,20801281300.10%+2
NISOURCE INC(NI)1,5001,500041430.03%+2
BELDEN INC1,0001,000093940.07%+1
SHELL PLC(SHEL)0200+2000140.01%+14
CORNING INC(GLW)0164+164060.00%+6
SPDR GOLD TR(GLD)100100021220.02%+1
SCHWAB CHARLES CORP(SCHW)610610044450.03%+1
SKECHERS U S A INC0100+100070.01%+7
CENTERPOINT ENERGY INC(CNP)0300+300090.01%+9
WELLS FARGO CO NEW(WFC)398398023240.02%+1
SCHWAB STRATEGIC TR064+64060.00%+6
CARLISLE COS INC(CSL)3535014140.01%0
M & T BK CORP(MTB)55550880.01%0
SCHWAB STRATEGIC TR165165010100.01%0
EATON CORP PLC(ETN)270270084850.06%0
PROCTER AND GAMBLE CO(PG)014+14020.00%+2
GRAIL INC(GRAL)02+2000.00%0
SIMON PPTY GROUP INC NEW(SPG)6062+2990.01%0
AVANOS MED INC(AVNS)0234+234050.00%+5
VANGUARD SPECIALIZED FUNDS034+34060.00%+6
ISHARES TR04+4000.00%0
CONDUENT INC0200+200010.00%+1
UNISYS CORP050+50000.00%0
ISHARES TR
CORE DIV GRWTH
099+99060.00%+6
SPDR SER TR
ST STR SP BIOT
037+37030.00%+3
VANGUARD INDEX FDS08+8020.00%+2
BROOKFIELD CORP(BN)0307+3070130.01%+13
SELECT SECTOR SPDR TR
ST STR FINL ETF
0127+127050.00%+5
ROSS STORES INC(ROST)106106016150.01%-0
ISHARES TR0100+100060.00%+6
BROOKFIELD ASSET MANAGMT LTD(BAM)076+76030.00%+3
ILLUMINA INC(ILMN)012+12010.00%+1
VANGUARD WORLD FD
HEALTH CAR ETF
0101+1010270.02%+27
CONSOLIDATED EDISON INC(ED)0330+3300300.02%+30
PRICE T ROWE GROUP INC(TROW)70700980.01%-0
SELECT SECTOR SPDR TR
ST STR INDL ETF
130130016160.01%-1
EXXON MOBIL CORP480480056550.04%-1
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
175175015140.01%-1
ANHEUSER BUSCH INBEV SA/NV(BUD)0225+2250130.01%+13
GENERAL MLS INC(GIS)092+92060.00%+6
BRISTOL-MYERS SQUIBB CO(BMY)050+50020.00%+2
LULULEMON ATHLETICA INC(LULU)07+7020.00%+2
BLACKROCK INC(BLK)015+150120.01%+12
AMERICAN INTL GROUP INC190190015140.01%-1
OTIS WORLDWIDE CORP(OTIS)262262026250.02%-1
TRAVEL PLUS LEISURE CO(TNL)20020001090.01%-1
SKYWORKS SOLUTIONS INC(SWKS)0491+4910520.04%+52
ISHARES TR401401024230.02%-1
SPDR SER TR
ST STR P500VAL
747749+237360.03%-1
CALAVO GROWERS INC0200+200050.00%+5
CMS ENERGY CORP(CMS)1,4081,408085840.06%-1
KRAFT HEINZ CO(KHC)0299+2990100.01%+10
WARNER BROS DISCOVERY INC(WBD)01,088+1,088080.01%+8
GE AEROSPACE(GE)8787015140.01%-1
FORD MTR CO DEL(F)2,0002,000027250.02%-1
SELECT SECTOR SPDR TR
ST STR CARE ETF
76876801131120.08%-2
XEROX HOLDINGS CORP0250+250030.00%+3
STRYKER CORPORATION(SYK)100100036340.03%-2
SCHLUMBERGER LTD(SLB)250250014120.01%-2
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