Costello Asset Management, INC Diversified Active

CIK: 0001760145 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 10, 2019

Total Value ($000): $83,520 (100.0% shares, 0.0% debt)

Holdings (52)

JNJ JOHNSON & JOHNSON 7.1%
Value ($000) $5,915 Shares 42,312 Est. Cost $114.14 Unrealized -3.3%
ARTNA ARTESIAN RESOURCES CORP 6.6%
Value ($000) $5,554 Shares 149,021 Est. Cost $29.25 Unrealized +3.4%
PYPL PAYPAL HLDGS INC 6.5%
Value ($000) $5,458 Shares 52,563 Est. Cost $83.10 Unrealized +13.7%
MRK MERCK & CO INC 5.5%
Value ($000) $4,597 Shares 55,267 Est. Cost $56.50 Unrealized +6.7%
PEP PEPSICO INC 5.1%
Value ($000) $4,257 Shares 34,738 Est. Cost $91.41 Unrealized +1.1%
AMZN AMAZON COM INC 4.6%
Value ($000) $3,880 Shares 2,179 Est. Cost $83.14 Unrealized +0.1%
PPL PPL CORP 4.3%
Value ($000) $3,605 Shares 113,580 Est. Cost $22.26 Unrealized +3.8%
MSFT MICROSOFT CORP 4.1%
Value ($000) $3,400 Shares 28,830 Est. Cost $100.00 Unrealized +2.3%
META FACEBOOK INC 3.6%
Value ($000) $3,040 Shares 18,239 Est. Cost $143.86 Unrealized +9.8%
VZ VERIZON COMMUNICATIONS INC 3.5%
Value ($000) $2,964 Shares 50,131 Est. Cost $38.62 Unrealized +0.9%
AAPL APPLE INC 3.4%
Value ($000) $2,805 Shares 14,767 Est. Cost $46.01 Unrealized -12.1%
T AT&T INC 3.2%
Value ($000) $2,642 Shares 84,252 Est. Cost $14.02 Unrealized +1.0%
BSX BOSTON SCIENTIFIC CORP 3.1%
Value ($000) $2,630 Shares 68,520 Est. Cost $36.27 Unrealized +5.3%
CVS CVS HEALTH CORP 2.8%
Value ($000) $2,367 Shares 43,895 Est. Cost $49.47 Unrealized 0.0%
CAT CATERPILLAR INC DEL 2.7%
Value ($000) $2,217 Shares 16,366 Est. Cost $111.50 Unrealized +2.8%
GOOGL ALPHABET INC 2.3%
Value ($000) $1,955 Shares 1,661 Est. Cost $53.64 Unrealized +4.5%
GOOG ALPHABET INC 1.8%
Value ($000) $1,542 Shares 1,314 Est. Cost $53.13 Unrealized +4.8%
C CITIGROUP INC 1.8%
Value ($000) $1,464 Shares 23,531 Est. Cost $49.36 Unrealized -1.2%
PFE PFIZER INC 1.7%
Value ($000) $1,412 Shares 33,239 Est. Cost $30.03 Unrealized -2.6%
PM PHILIP MORRIS INTL INC 1.7%
Value ($000) $1,403 Shares 15,871 Est. Cost $57.29 Unrealized -2.1%
CVX CHEVRON CORP NEW 1.6%
Value ($000) $1,311 Shares 10,645 Est. Cost $84.74 Unrealized +3.2%
CELGENE CORP 1.5%
Value ($000) $1,264 Shares 13,398 Est. Cost $64.12 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $1,205 Shares 4 Est. Cost $313083.50 Unrealized -3.3%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $1,078 Shares 13,346 Est. Cost $56.39 Unrealized -1.7%
DOWDUPONT INC 1.2%
Value ($000) $1,022 Shares 19,162 Est. Cost $53.49 Unrealized
AMERIGAS PARTNERS L P 1.2%
Value ($000) $1,010 Shares 32,732 Est. Cost $25.30 Unrealized
FRBKQ REPUBLIC FIRST BANCORP INC 1.1%
Value ($000) $943 Shares 179,610 Est. Cost $6.76 Unrealized -9.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $937 Shares 4,663 Est. Cost $208.87 Unrealized -3.4%
DIS DISNEY WALT CO 1.0%
Value ($000) $856 Shares 7,712 Est. Cost $109.10 Unrealized -1.1%
MIDD MIDDLEBY CORP 0.9%
Value ($000) $780 Shares 6,000 Est. Cost $120.05 Unrealized 0.0%
TD TORONTO DOMINION BK ONT 0.9%
Value ($000) $738 Shares 13,578 Est. Cost $54.74 Unrealized +1.0%
LINDE PLC 0.8%
Value ($000) $704 Shares 4,000 Est. Cost $156.00 Unrealized
CBS CORP NEW 0.8%
Value ($000) $683 Shares 14,377 Est. Cost $43.75 Unrealized
CMCSA COMCAST CORP NEW 0.8%
Value ($000) $663 Shares 16,579 Est. Cost $30.43 Unrealized +3.6%
PAYX PAYCHEX INC 0.8%
Value ($000) $634 Shares 7,905 Est. Cost $55.05 Unrealized +9.8%
JBSS SANFILIPPO JOHN B & SON INC 0.7%
Value ($000) $608 Shares 8,465 Est. Cost $64.58 Unrealized +3.3%
JJSF J & J SNACK FOOD CORP 0.6%
Value ($000) $521 Shares 3,279 Est. Cost $133.12 Unrealized +0.7%
EXC EXELON CORP 0.6%
Value ($000) $514 Shares 10,255 Est. Cost $24.93 Unrealized +7.3%
BAX BAXTER INTL INC 0.6%
Value ($000) $513 Shares 6,315 Est. Cost $58.95 Unrealized +8.7%
AQUA AMERICA INC 0.6%
Value ($000) $498 Shares 13,670 Est. Cost $34.19 Unrealized
KMB KIMBERLY CLARK CORP 0.6%
Value ($000) $481 Shares 3,882 Est. Cost $86.40 Unrealized +5.7%
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $473 Shares 9,478 Est. Cost $35.78 Unrealized +8.3%
CL COLGATE PALMOLIVE CO 0.6%
Value ($000) $466 Shares 6,800 Est. Cost $52.90 Unrealized +3.9%
FDX FEDEX CORP 0.5%
Value ($000) $424 Shares 2,335 Est. Cost $185.88 Unrealized -16.2%
VIACOM INC NEW 0.5%
Value ($000) $404 Shares 14,377 Est. Cost $25.67 Unrealized
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $279 Shares 3,104 Est. Cost $63.89 Unrealized +4.7%
ROK ROCKWELL AUTOMATION INC COM 0.3%
Value ($000) $246 Shares 1,400 Est. Cost $146.34 Unrealized +2.5%
QSR RESTAURANT BRANDS INTL INC 0.3%
Value ($000) $240 Shares 3,686 Est. Cost $55.53 Unrealized +10.6%
XPO XPO LOGISTICS INC 0.3%
Value ($000) $232 Shares 4,325 Est. Cost $19.20 Unrealized 0.0%
COP CONOCOPHILLIPS 0.3%
Value ($000) $229 Shares 3,433 Est. Cost $53.41 Unrealized -0.8%
AWK AMERICAN WTR WRKS CO INC NEW 0.3%
Value ($000) $229 Shares 2,200 Est. Cost $79.87 Unrealized +8.0%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $228 Shares 1,427 Est. Cost $125.45 Unrealized 0.0%