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  Name: Zullo Investment Group Inc.
  City: SCRANTON
  State: PA
  Zip: 18503
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $213,356,000
  Total Value Change : $18,169,000
  Securities Held Change : 4
   
All Securities Held : 154
  New Positions : 8
  Closed Positions : 4
  Increased Positions : 86
  Unchanged Positions : 17
  Decreased Positions : 43

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Holdings Found : 17     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 9 - $625,100.00 $3,172,000 5 1.49% 459,000 0 0    Property & Casualty I...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 24 - $487.06 $2,015,000 4,191 0.94% 184,000 0 0    Closed - End Fund - E...
   (NFLX)1 Year Chart         NFLX Netflix Inc 36 - $640.47 $1,639,000 2,699 0.77% 325,000 0 0    Music & Video Stores
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 44 - $539.94 $1,299,000 2,477 0.61% 100,000 0 0    Closed - End Fund - E...
   (QQEW)1 Year Chart         QQEW First Trust NASDAQ-100 Equa... 55 - $123.39 $1,072,000 8,650 0.5% 56,000 0 0.056    Closed - End Fund - Debt
   (HDV)1 Year Chart         HDV Ishares High Dividend Equit... 94 - $110.58 $413,000 3,750 0.19% 31,000 0 0.005    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 104 - $353.04 $365,000 1,060 0.17% 35,000 0 0    Closed - End Fund - E...
   (SPOT)1 Year Chart         SPOT Spotify Technology SA 113 - $298.76 $305,000 1,155 0.14% 88,000 0 0.001    N/A
   (FDBC)1 Year Chart         FDBC Fidelity D & D Bancorp Inc 117 - $46.20 $300,000 6,193 0.14% -59,000 0 0.166    Domestic Regional Banks
   (AFL)1 Year Chart         AFL AFLAC Inc 125 - $87.66 $274,000 3,191 0.13% 11,000 0 0    Life & Health Insurance
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 127 - $3,153.38 $270,000 93 0.13% 57,000 0 0    Restaurants
   (IXN)1 Year Chart         IXN iShares Tr S&P Glbl Info Tch 132 - $77.00 $260,000 3,471 0.12% 23,000 0 0.004    Closed - End Fund - E...
   (QLD)1 Year Chart         QLD ProShares Ultra QQQ 140 - $90.94 $232,000 2,650 0.11% 31,000 0 0    Closed - End Fund - E...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 141 - $183.48 $224,000 1,225 0.1% 15,000 0 0    Closed - End Fund - Debt
   (UNP)1 Year Chart         UNP Union Pacific Corp 143 - $234.71 $217,000 880 0.1% 1,000 0 0.001    Railroads
   (VGM)1 Year Chart         VGM Invesco Van Kampen Tr For 150 - $9.78 $133,000 13,500 0.06% -1,000 0 0.025    Closed - End Fund - Debt
   (ALGS)1 Year Chart         ALGS Aligos Therapeutics, Inc. 154 - $0.00 $13,000 13,000 0.01% 4,000 0 0.018    N/A

      17 Records Found
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