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| Happy Holidays!! thanks for using AUM13F!! |
| Costello Asset Management Inc
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| CRD # | 123249 |
| SEC # | 801-106905 |
| CIK # | 0001760145 |
| AUM | $347.9 M (2025-02-06) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 215-856-9290 |
| Address | 1234 Bridgetown Pike Suite 210 Feasterville, PA 19053 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 24.0 | ||
| Microsoft Corp | 18.4 | ||
| Apple Inc | 18.4 | ||
| Nvidia Corp | 16.8 | ||
| Alphabet Inc | 11.8 | ||
| Alphabet Inc | 9.5 | ||
| Netflix Inc | 8.7 | ||
| Lilly Eli & Co | 7.0 | ||
| VISA Inc | 6.3 | ||
| Johnson & Johnson | 6.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 292 | 85.1 |
| (b) Individuals (high net worth individuals) | 80 | 221.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 7.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 8.9 |
| (n) Other | 17 | 25.8 |
| Total | 965 | 347.9 |
| By Discretionary | ||
| Discretionary | 965 | 347.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 965 | 347.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 347.6 | |
| Total | 965 | 347.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001760145] |
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