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  Name: Costello Asset Management INC
  City: FEASTERVILLE
  State: PA
  Zip: 19053
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $139,784,000
  Total Value Change : $19,245,000
  Securities Held Change : -6
   
All Securities Held : 174
  New Positions : 8
  Closed Positions : 14
  Increased Positions : 39
  Unchanged Positions : 83
  Decreased Positions : 44

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Holdings Found : 8     View All Holdings Currently Viewing:  New 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
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 26 New $133.04 $1,610,000 12,540 1.15% 1,610,000 12,540 0.001    Drug Manufacturers - ...
   (DE)1 Year Chart         DE Deere & Co 27 New $394.43 $1,592,000 3,876 1.14% 1,592,000 3,876 0.001    Farm & Construction M...
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 75 New $316.78 $99,000 350 0.07% 99,000 350 0    Networking & Communic...
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 105 New $49.95 $37,000 747 0.03% 37,000 747 0    Closed - End Fund - E...
   (EQWM)1 Year Chart         EQWM Invesco Russell Midcap Equa... 121 New $107.98 $22,000 200 0.02% 22,000 200 0    N/A
   (VTWO)1 Year Chart         VTWO Vanguard Russell 2000 Etf 130 New $84.11 $15,000 175 0.01% 15,000 175 0    N/A
   (S)1 Year Chart         S Sentinelone, Inc. 132 New $22.17 $14,000 590 0.01% 14,000 590 0    N/A
   (SCHK)1 Year Chart         SCHK Schwab 1000 Index ETF 142 New $51.10 $10,000 188 0.01% 10,000 188 0    N/A

      8 Records Found
  1    
Page 1 of 1
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