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| Costello Asset Management Inc
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| CRD # | 123249 |
| SEC # | 801-106905 |
| CIK # | 0001760145 |
| AUM | 388.5 M (2026-03-09) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 215-856-9290 |
| Address | 1234 Bridgetown Pike Suite 210 Feasterville, PA 19053 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001760145 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 23.4 | ||
| Apple Inc | 22.9 | ||
| Nvidia Corp | 21.3 | ||
| Alphabet Inc | 17.0 | ||
| Microsoft Corp | 14.7 | ||
| Alphabet Inc | 13.5 | ||
| Johnson & Johnson | 11.2 | ||
| Lilly Eli & Co | 9.2 | ||
| Visa Inc | 7.7 | ||
| Netflix Inc | 6.9 | ||
| Silversun Technologies Inc | 4.8 | ||
| McKesson Corp | 4.5 | ||
| Artesian Resources Corp | 4.2 | ||
| Uber Technologies Inc | 4.2 | ||
| Ace Ltd | 4.1 | ||
| Canadian National Railway Co | 4.0 | ||
| Honeywell International Inc | 3.7 | ||
| CSX Corp | 3.5 | ||
| Boston Scientific Corp | 3.4 | ||
| Chevron Corp | 3.4 | ||
| Constellation Energy Corp | 3.2 | ||
| TJX Companies Inc /DE/ | 3.0 | ||
| Kraft Foods Inc | 2.9 | ||
| PepsiCo Inc | 2.8 | ||
| Wal Mart Stores Inc | 2.6 | ||
| J P Morgan Chase & Co | 2.5 | ||
| Verizon Communications Inc | 2.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 275 | 89.0 |
| (b) Individuals (high net worth individuals) | 81 | 257.1 |
| (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 | 3 | 6.7 |
| (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 | 5 | 3.0 |
| (n) Other | 26 | 32.7 |
| Total | 988 | 388.5 |
| By Discretionary | ||
| Discretionary | 988 | 388.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 988 | 388.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 388.2 | |
| Total | 988 | 388.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001760145] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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