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Costello Asset Management, Inc.
Costello Asset Management, Inc. is an independently owned, fee-based SEC registered investment advisory firm based in Feasterville, Pennsylvania. Founded in 2011, the firm provides comprehensive investment management and financial planning services for individuals, families, businesses, estates, and non-profits. With a dedicated team of 3-4 employees, Costello Asset Management focuses on personalized strategies, fiduciary advice, and a client-centered approach to help their clients achieve long-term financial goals.
Investment Strategy
Costello Asset Management designs customized investment strategies for each client based on a thorough understanding of their financial situation, goals, income needs, risk tolerance, and time horizon. The firm provides individualized portfolio account management, focusing on asset allocation, diversification, and ongoing monitoring to address objectives such as income, growth, retirement planning, estate planning, and education funding. As a fee-based registered investment adviser, Costello Asset Management does not earn commissions on products, ensuring an alignment of interests with clients and a strong commitment to client service and satisfaction.
Latest 13F Filing Activity
Costello Asset Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 677 equity positions with a total 13F market value of $266M. The fund increased holdings in Marvell Technology Inc., Microsoft Corp., Nvidia Corporation among other positions. Costello Asset Management, Inc. reduced exposure to Apple Inc., Berkshire Hathaway Inc. Del, Boston Scientific Corp. among others.
Top Holdings
Equity Positions (677)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 9.02% | $24.0M | 109,409 | $175.62 | $219.39 | +$2.3M |
M MSFT | MICROSOFT CORP | 6.92% | $18.4M | 37,013 | $288.93 | $497.41 | +$4.3M |
A AAPL | APPLE INC | 6.90% | $18.4M | 89,485 | $214.28 | $205.17 | -$6.3M |
N NVDA | NVIDIA CORPORATION | 6.32% | $16.8M | 106,418 | $109.34 | $157.99 | +$4.0M |
| ALPHABET INC | 4.42% | $11.8M | 66,738 | $138.24 | $176.23 | +$1.4M |
Industry Allocation
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