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Zullo Investment Group, Inc.
Zullo Investment Group, Inc., doing business as Capital Wealth Investments, is a registered investment adviser headquartered in Scranton, Pennsylvania. The firm was founded in 2020 and is structured as a corporation. Tracy A. Zullo is the principal owner. With a team of 3 employees, the firm provides investment advisory services including portfolio management, financial planning, and pension consulting. Zullo Investment Group primarily serves individual clients, including both non-high-net-worth and high-net-worth individuals.
Investment Strategy
Zullo Investment Group offers personalized discretionary portfolio management services. Investment decisions are made based on each client's stated objectives, with a focus on diversified holdings across leading technology, financial, and consumer stocks. The firm does not manage pooled investment vehicles, institutions, or pension funds, but instead tailors portfolios for individual investors, using a blend of fundamental analysis and ongoing account monitoring. Clients may restrict discretionary authority if desired. The firm also provides financial planning and pension consulting designed to meet client long-term financial goals.
Latest 13F Filing Activity
Zullo Investment Group, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 150 equity positions with a total 13F market value of $270M. The fund increased holdings in Apple Inc., Nvidia Corporation, Tesla Inc. among other positions. Zullo Investment Group, Inc. reduced exposure to Netflix Inc., United Parcel Service Inc., Chipotle Mexican Grill Inc. among others.
Top Holdings
Equity Positions (150)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 15.24% | $41.2M | 161,877 | $177.33 | $254.63 | +$8.0M |
N NVDA | NVIDIA CORPORATION | 9.09% | $24.6M | 131,823 | $36.09 | $186.58 | +$3.1M |
M MSFT | MICROSOFT CORP | 6.38% | $17.3M | 33,319 | $327.33 | $517.95 | +$676.5K |
M META | META PLATFORMS INC | 3.62% | $9.8M | 13,327 | $288.29 | $734.38 | -$120.1K |
X XLK | SELECT SECTOR SPDR TR | 3.46% | $9.3M | 33,150 | $167.90 | $281.86 | +$992.5K |
Industry Allocation
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