Costello Asset Management, INC Diversified Active

Location: Feasterville, PA

CIK: 0001760145 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 12, 2019

Total Value: $87.87M (100.0% shares, 0.0% debt)

Holdings (51)

PYPL PAYPAL HLDGS INC 6.8%
Value $5.998M Shares 52,408 Est. Cost $83.10 Unrealized +33.1%
JNJ JOHNSON & JOHNSON 6.6%
Value $5.825M Shares 41,826 Est. Cost $114.14 Unrealized +0.6%
ARTNA ARTESIAN RESOURCES CORP 6.5%
Value $5.716M Shares 153,793 Est. Cost $29.27 Unrealized +2.0%
MRK MERCK & CO INC 5.1%
Value $4.512M Shares 53,820 Est. Cost $56.50 Unrealized +10.0%
PEP PEPSICO INC 4.9%
Value $4.282M Shares 32,662 Est. Cost $91.41 Unrealized +14.6%
AMZN AMAZON COM INC 4.7%
Value $4.112M Shares 2,172 Est. Cost $83.14 Unrealized +12.0%
MSFT MICROSOFT CORP 4.4%
Value $3.875M Shares 28,930 Est. Cost $100.00 Unrealized +19.5%
PPL PPL CORP COM 4.0%
Value $3.488M Shares 112,505 Est. Cost $22.26 Unrealized +4.8%
META FACEBOOK INC 4.0%
Value $3.474M Shares 18,004 Est. Cost $143.86 Unrealized +26.1%
BSX BOSTON SCIENTIFIC CORP 3.3%
Value $2.929M Shares 68,170 Est. Cost $36.27 Unrealized +6.1%
AAPL APPLE INC 3.2%
Value $2.85M Shares 14,403 Est. Cost $46.01 Unrealized +1.3%
VZ VERIZON COMMUNICATIONS 3.2%
Value $2.83M Shares 49,553 Est. Cost $38.62 Unrealized +3.7%
T AT&T INC 3.1%
Value $2.737M Shares 81,688 Est. Cost $14.02 Unrealized +7.5%
PFE PFIZER INC 3.1%
Value $2.682M Shares 61,922 Est. Cost $29.66 Unrealized -1.5%
CVS CVS HEALTH CORP 2.6%
Value $2.292M Shares 42,070 Est. Cost $49.47 Unrealized -11.9%
CAT CATERPILLAR INC DEL 2.5%
Value $2.193M Shares 16,097 Est. Cost $111.50 Unrealized +2.9%
CMCSA COMCAST CORP NEW 2.4%
Value $2.14M Shares 50,624 Est. Cost $33.86 Unrealized +4.9%
GOOG ALPHABET INC 2.3%
Value $2.007M Shares 1,857 Est. Cost $54.34 Unrealized +5.4%
GOOGL ALPHABET INC 2.0%
Value $1.762M Shares 1,628 Est. Cost $53.64 Unrealized +7.1%
C CITIGROUP INC 1.8%
Value $1.591M Shares 22,731 Est. Cost $49.36 Unrealized +7.2%
BJ BJS WHSL CLUB HLDGS INC 1.7%
Value $1.475M Shares 55,905 Est. Cost $26.60 Unrealized 0.0%
CVX CHEVRON CORP NEW 1.5%
Value $1.324M Shares 10,645 Est. Cost $84.74 Unrealized +6.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.4%
Value $1.273M Shares 4 Est. Cost $313083.50 Unrealized -0.7%
PM PHILIP MORRIS INTL INC 1.2%
Value $1.084M Shares 13,808 Est. Cost $57.29 Unrealized +1.7%
AMERIGAS PARTNERS L P 1.2%
Value $1.047M Shares 30,062 Est. Cost $25.30 Unrealized
DIS DISNEY WALT CO 1.2%
Value $1.042M Shares 7,467 Est. Cost $109.10 Unrealized +17.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value $994K Shares 4,663 Est. Cost $208.87 Unrealized -0.9%
XOM EXXON MOBIL CORP 1.1%
Value $992K Shares 12,956 Est. Cost $56.39 Unrealized +0.9%
MIDD MIDDLEBY CORP 0.9%
Value $814K Shares 6,000 Est. Cost $120.05 Unrealized +12.0%
LINDE PLC 0.9%
Value $803K Shares 4,000 Est. Cost $156.00 Unrealized
FRBKQ REPUBLIC FIRST BANCORP INC 0.9%
Value $773K Shares 157,500 Est. Cost $6.76 Unrealized -25.0%
CBS CORP NEW 0.8%
Value $717K Shares 14,377 Est. Cost $43.75 Unrealized
JBSS SANFILIPPO JOHN B & SON INC 0.7%
Value $654K Shares 8,215 Est. Cost $64.58 Unrealized +17.6%
PAYX PAYCHEX INC 0.7%
Value $650K Shares 7,905 Est. Cost $55.05 Unrealized +26.4%
AQUA AMERICA INC 0.6%
Value $565K Shares 13,677 Est. Cost $34.19 Unrealized
JJSF J & J SNACK FOODS CORP 0.6%
Value $527K Shares 3,279 Est. Cost $133.12 Unrealized +5.9%
KMB KIMBERLY CLARK CORP 0.6%
Value $517K Shares 3,882 Est. Cost $86.40 Unrealized +18.3%
BAX BAXTER INTL INC 0.6%
Value $517K Shares 6,315 Est. Cost $58.95 Unrealized +16.2%
TD TORONTO DOMINION BK ONT 0.6%
Value $512K Shares 8,775 Est. Cost $54.74 Unrealized +2.7%
CL COLGATE PALMOLIVE CO 0.6%
Value $487K Shares 6,800 Est. Cost $52.90 Unrealized +15.0%
MDLZ MONDELEZ INTL INC 0.5%
Value $473K Shares 8,786 Est. Cost $35.78 Unrealized +23.2%
CELGENE CORP 0.5%
Value $445K Shares 4,818 Est. Cost $64.12 Unrealized
DD DUPONT DE NEMOURS INC 0.5%
Value $432K Shares 5,765 Est. Cost $27.24 Unrealized 0.0%
VIACOM INC NEW 0.5%
Value $429K Shares 14,377 Est. Cost $25.67 Unrealized
EXC EXELON CORP COM 0.5%
Value $404K Shares 8,433 Est. Cost $24.93 Unrealized +12.0%
FDX FEDEX CORP 0.4%
Value $378K Shares 2,305 Est. Cost $185.88 Unrealized -16.7%
DUK DUKE ENERGY CORP NEW 0.3%
Value $274K Shares 3,111 Est. Cost $63.89 Unrealized +6.1%
QSR RESTAURANT BRANDS INTL INC 0.3%
Value $256K Shares 3,687 Est. Cost $55.53 Unrealized +20.6%
AWK AMERICAN WTR WRKS CO INC NEW 0.3%
Value $255K Shares 2,200 Est. Cost $79.87 Unrealized +22.1%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value $229K Shares 1,390 Est. Cost $125.45 Unrealized +12.4%
ROK ROCKWELL AUTOMATION INC 0.3%
Value $229K Shares 1,400 Est. Cost $146.34 Unrealized +2.4%