Costello Asset Management, INC Diversified Active

Location: Feasterville, PA

CIK: 0001760145 · Show all filings

Period: Q4 2018 (Next →)

Filing Date: Feb 8, 2019

Total Value: $77.24M (100.0% shares, 0.0% debt)

Holdings (53)

JNJ JOHNSON & JOHNSON 7.6%
Value $5.844M Shares 45,283 Est. Cost $114.14 Unrealized 0.0%
ARTNA ARTESIAN RESOURCES CORP 7.1%
Value $5.482M Shares 157,221 Est. Cost $29.25 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 6.4%
Value $4.934M Shares 58,673 Est. Cost $83.10 Unrealized 0.0%
MRK MERCK & CO INC 5.8%
Value $4.502M Shares 58,922 Est. Cost $56.50 Unrealized 0.0%
AMZN AMAZON COM 4.5%
Value $3.47M Shares 2,310 Est. Cost $83.14 Unrealized 0.0%
PPL PPL CORP 4.4%
Value $3.415M Shares 120,555 Est. Cost $22.26 Unrealized 0.0%
MSFT MICROSOFT CORP 4.1%
Value $3.172M Shares 31,225 Est. Cost $100.00 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS COM 3.9%
Value $2.987M Shares 53,134 Est. Cost $38.62 Unrealized 0.0%
META FACEBOOK INC 3.5%
Value $2.681M Shares 20,451 Est. Cost $143.86 Unrealized 0.0%
T AT&T INC 3.4%
Value $2.604M Shares 91,226 Est. Cost $14.02 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 3.3%
Value $2.511M Shares 71,045 Est. Cost $36.27 Unrealized 0.0%
AAPL APPLE INC 3.1%
Value $2.4M Shares 15,212 Est. Cost $46.01 Unrealized 0.0%
CAT CATERPILLAR INC 3.0%
Value $2.332M Shares 18,355 Est. Cost $111.50 Unrealized 0.0%
PEP PEPSICO INC 2.9%
Value $2.243M Shares 20,303 Est. Cost $90.68 Unrealized 0.0%
GOOGL ALPHABET INC 2.2%
Value $1.719M Shares 1,645 Est. Cost $53.64 Unrealized 0.0%
PFE PFIZER INC 1.9%
Value $1.44M Shares 32,986 Est. Cost $30.03 Unrealized 0.0%
C CITIGROUP INC 1.8%
Value $1.392M Shares 26,746 Est. Cost $49.36 Unrealized 0.0%
GOOG ALPHABET INC 1.8%
Value $1.357M Shares 1,310 Est. Cost $53.13 Unrealized 0.0%
CVX CHEVRON CORP NEW 1.7%
Value $1.343M Shares 12,345 Est. Cost $84.74 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.6%
Value $1.224M Shares 4 Est. Cost $313083.50 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 1.6%
Value $1.217M Shares 18,235 Est. Cost $57.29 Unrealized 0.0%
FRBKQ REPUBLIC FIRST BANCORP INC 1.6%
Value $1.207M Shares 202,145 Est. Cost $6.76 Unrealized 0.0%
DOWDUPONT INC 1.5%
Value $1.166M Shares 21,799 Est. Cost $53.49 Unrealized
AMERIGAS PARTNERS L P 1.5%
Value $1.125M Shares 44,464 Est. Cost $25.30 Unrealized
XOM EXXON MOBIL CORP 1.4%
Value $1.076M Shares 15,774 Est. Cost $56.39 Unrealized 0.0%
CELGENE CORP 1.3%
Value $1.02M Shares 15,908 Est. Cost $64.12 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value $1.019M Shares 4,993 Est. Cost $208.87 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 1.3%
Value $984K Shares 6,260 Est. Cost $152.08 Unrealized 0.0%
DIS DISNEY WALT CO 1.1%
Value $878K Shares 8,011 Est. Cost $109.10 Unrealized 0.0%
TD TORONTO DOMINION BK ONT 0.9%
Value $722K Shares 14,528 Est. Cost $54.74 Unrealized 0.0%
JJSF J & J SNACK FOODS CORP 0.9%
Value $718K Shares 4,969 Est. Cost $133.12 Unrealized 0.0%
AQUA AMERICA INC 0.8%
Value $638K Shares 18,662 Est. Cost $34.19 Unrealized
CBS CORP NEW 0.8%
Value $629K Shares 14,377 Est. Cost $43.75 Unrealized
LINDE PLC 0.8%
Value $624K Shares 4,000 Est. Cost $156.00 Unrealized
CMCSA COMCAST CORP NEW 0.8%
Value $607K Shares 17,824 Est. Cost $30.43 Unrealized 0.0%
PAYX PAYCHEX INC 0.7%
Value $570K Shares 8,755 Est. Cost $55.05 Unrealized 0.0%
KMB KIMBERLY CLARK CORP 0.7%
Value $522K Shares 4,582 Est. Cost $86.40 Unrealized 0.0%
JBSS SANFILIPPO JOHN B & SON INC 0.6%
Value $471K Shares 8,465 Est. Cost $64.58 Unrealized 0.0%
EXC EXELON CORP 0.6%
Value $463K Shares 10,255 Est. Cost $24.93 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.6%
Value $443K Shares 11,066 Est. Cost $35.78 Unrealized 0.0%
YORW YORK WTR CO 0.6%
Value $425K Shares 13,251 Est. Cost $27.71 Unrealized 0.0%
CL COLGATE-PALMOLIVE CO 0.5%
Value $417K Shares 7,000 Est. Cost $52.90 Unrealized 0.0%
BAX BAXTER INTL INC 0.5%
Value $416K Shares 6,315 Est. Cost $58.95 Unrealized 0.0%
FDX FEDEX CORP 0.5%
Value $385K Shares 2,385 Est. Cost $185.88 Unrealized 0.0%
VIACOM INC NEW 0.5%
Value $369K Shares 14,377 Est. Cost $25.67 Unrealized
BAC BANK AMER CORP 0.4%
Value $312K Shares 12,648 Est. Cost $22.80 Unrealized 0.0%
COP CONOCOPHILLIPS 0.4%
Value $295K Shares 4,732 Est. Cost $53.41 Unrealized 0.0%
QSR RESTAURANT BRANDS INTL INC 0.4%
Value $287K Shares 5,485 Est. Cost $55.53 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.4%
Value $285K Shares 3,298 Est. Cost $63.89 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.3%
Value $261K Shares 2,875 Est. Cost $79.87 Unrealized 0.0%
MO ALTRIA GROUP INC 0.3%
Value $213K Shares 4,306 Est. Cost $33.13 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.3%
Value $211K Shares 1,400 Est. Cost $146.34 Unrealized 0.0%
EXEL EXELIXIS INC 0.3%
Value $211K Shares 10,725 Est. Cost $17.83 Unrealized 0.0%