Zullo Investment Group

Latest statistics and disclosures from Zullo Investment Group's latest quarterly 13F-HR filing:

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Positions held by Zullo Investment Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Zullo Investment Group

Zullo Investment Group holds 148 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 17.3 $43M 171k 250.42
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NVIDIA Corporation (NVDA) 7.6 $19M 140k 134.29
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Microsoft Corporation (MSFT) 5.9 $15M 35k 421.50
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Amazon (AMZN) 4.0 $10M 46k 219.39
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Meta Platforms Cl A (META) 3.2 $7.9M 14k 585.51
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Select Sector Spdr Tr Technology (XLK) 3.1 $7.6M 33k 232.52
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Select Sector Spdr Tr Financial (XLF) 2.0 $5.1M 105k 48.33
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JPMorgan Chase & Co. (JPM) 2.0 $4.9M 21k 239.71
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Tesla Motors (TSLA) 1.7 $4.1M 10k 403.84
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Alphabet Cap Stk Cl C (GOOG) 1.5 $3.7M 20k 190.45
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Wal-Mart Stores (WMT) 1.5 $3.6M 40k 90.35
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Berkshire Hathaway Inc Del Cl A (BRK.A) 1.4 $3.4M 5.00 680920.00
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Home Depot (HD) 1.3 $3.3M 8.6k 389.01
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Select Sector Spdr Tr Communication (XLC) 1.1 $2.7M -4% 28k 96.81
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Select Sector Spdr Tr Indl (XLI) 1.1 $2.7M 20k 131.76
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Select Sector Spdr Tr Sbi Healthcare (XLV) 1.1 $2.7M 19k 137.57
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Select Sector Spdr Tr Energy (XLE) 1.1 $2.6M 31k 85.66
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Procter & Gamble Company (PG) 1.0 $2.6M 15k 167.65
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 1.0 $2.5M -3% 11k 224.35
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Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $2.5M +176% 92k 27.32
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.5M 5.5k 453.34
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Johnson & Johnson (JNJ) 1.0 $2.4M -4% 17k 144.62
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Netflix (NFLX) 1.0 $2.4M 2.7k 891.32
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Visa Com Cl A (V) 0.9 $2.3M 7.3k 316.07
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United Parcel Service CL B (UPS) 0.9 $2.2M 18k 126.11
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.9 $2.2M 29k 75.69
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Verizon Communications (VZ) 0.9 $2.2M 54k 39.99
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $2.1M 4.0k 538.81
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International Business Machines (IBM) 0.9 $2.1M 9.7k 219.84
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Costco Wholesale Corporation (COST) 0.8 $2.1M 2.3k 916.31
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $2.1M 11k 189.31
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Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.9M 3.3k 588.78
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FedEx Corporation (FDX) 0.8 $1.9M 6.6k 281.33
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McDonald's Corporation (MCD) 0.7 $1.8M -4% 6.3k 289.90
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Select Sector Spdr Tr Sbi Materials (XLB) 0.7 $1.7M 21k 84.14
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UnitedHealth (UNH) 0.7 $1.7M 3.3k 505.98
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.7 $1.7M 21k 78.61
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Broadcom (AVGO) 0.7 $1.6M 7.1k 231.86
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Exxon Mobil Corporation (XOM) 0.6 $1.5M +2% 14k 107.58
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Vanguard World Inf Tech Etf (VGT) 0.6 $1.5M 2.5k 621.80
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Charles Schwab Corporation (SCHW) 0.6 $1.5M 20k 74.01
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Goldman Sachs (GS) 0.6 $1.5M 2.6k 572.64
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Crowdstrike Hldgs Cl A (CRWD) 0.6 $1.5M 4.3k 342.16
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Morgan Stanley Com New (MS) 0.6 $1.4M -4% 11k 125.73
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Advanced Micro Devices (AMD) 0.5 $1.4M 11k 120.79
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Pepsi (PEP) 0.5 $1.2M 7.7k 152.07
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Eli Lilly & Co. (LLY) 0.5 $1.2M +2% 1.5k 772.12
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Coca-Cola Company (KO) 0.5 $1.2M 19k 62.26
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Qualcomm (QCOM) 0.5 $1.1M 7.4k 153.63
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Prudential Financial (PRU) 0.5 $1.1M 9.5k 118.53
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Merck & Co (MRK) 0.5 $1.1M 11k 99.48
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Lowe's Companies (LOW) 0.4 $1.1M 4.5k 246.85
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.4 $1.1M -3% 27k 40.67
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First Tr Nas100 Eq Weighted SHS (QQEW) 0.4 $1.1M 8.7k 124.96
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American Express Company (AXP) 0.4 $1.0M +3% 3.4k 296.81
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Boeing Company (BA) 0.4 $992k +2% 5.6k 177.00
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Shopify Cl A (SHOP) 0.4 $989k 9.3k 106.33
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Uber Technologies (UBER) 0.4 $983k +7% 16k 60.32
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Target Corporation (TGT) 0.4 $983k 7.3k 135.19
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Servicenow (NOW) 0.4 $952k +7% 898.00 1060.12
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Abbvie (ABBV) 0.4 $927k 5.2k 177.71
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Cisco Systems (CSCO) 0.4 $907k 15k 59.20
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PIMCO Corporate Opportunity Fund (PTY) 0.3 $827k +141% 58k 14.37
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salesforce (CRM) 0.3 $800k 2.4k 334.45
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Lockheed Martin Corporation (LMT) 0.3 $795k 1.6k 485.98
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Walt Disney Company (DIS) 0.3 $781k 7.0k 111.36
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PPL Corporation (PPL) 0.3 $780k -4% 24k 32.46
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Illinois Tool Works (ITW) 0.3 $763k -2% 3.0k 253.60
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Nextera Energy (NEE) 0.3 $754k -2% 11k 71.70
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Chevron Corporation (CVX) 0.3 $736k +3% 5.1k 144.86
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Bank of America Corporation (BAC) 0.3 $697k 16k 43.95
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Caterpillar (CAT) 0.3 $689k +7% 1.9k 362.92
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Analog Devices (ADI) 0.3 $671k 3.2k 212.49
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Palantir Technologies Cl A (PLTR) 0.3 $657k +9% 8.7k 75.63
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $605k 9.7k 62.32
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $596k -5% 1.2k 511.47
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3M Company (MMM) 0.2 $582k -9% 4.5k 129.11
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $569k 4.4k 128.62
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Automatic Data Processing (ADP) 0.2 $555k 1.9k 292.73
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Raytheon Technologies Corp (RTX) 0.2 $545k -8% 4.7k 115.73
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $542k 925.00 586.08
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Freeport-mcmoran CL B (FCX) 0.2 $539k -2% 14k 38.08
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Honeywell International (HON) 0.2 $537k 2.4k 225.96
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Spotify Technology S A SHS (SPOT) 0.2 $517k 1.2k 447.38
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Mastercard Incorporated Cl A (MA) 0.2 $505k 958.00 526.77
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Waste Management (WM) 0.2 $502k -2% 2.5k 201.82
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Clorox Company (CLX) 0.2 $494k -7% 3.0k 162.41
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Philip Morris International (PM) 0.2 $474k 3.9k 120.36
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Capital One Financial (COF) 0.2 $466k -5% 2.6k 178.33
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General Dynamics Corporation (GD) 0.2 $452k -7% 1.7k 263.56
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $450k 1.6k 289.81
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Abbott Laboratories (ABT) 0.2 $437k 3.9k 113.11
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Vanguard Index Fds Growth Etf (VUG) 0.2 $435k 1.1k 410.44
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Wells Fargo & Company (WFC) 0.2 $434k +5% 6.2k 70.24
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Ishares Tr Core High Dv Etf (HDV) 0.2 $421k 3.8k 112.26
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Kraft Heinz (KHC) 0.2 $419k 14k 30.71
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Kimberly-Clark Corporation (KMB) 0.2 $417k -4% 3.2k 131.08
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Palo Alto Networks (PANW) 0.2 $393k +90% 2.2k 181.96
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $386k -5% 1.7k 221.04
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Blackrock (BLK) 0.2 $379k NEW 370.00 1025.11
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Oracle Corporation (ORCL) 0.1 $366k +3% 2.2k 166.67
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L3harris Technologies (LHX) 0.1 $361k +3% 1.7k 210.35
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Starbucks Corporation (SBUX) 0.1 $360k -7% 3.9k 91.26
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Citigroup Com New (C) 0.1 $359k +5% 5.1k 70.40
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Amgen (AMGN) 0.1 $356k +2% 1.4k 260.75
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Altria (MO) 0.1 $352k +6% 6.7k 52.30
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PNC Financial Services (PNC) 0.1 $349k 1.8k 192.93
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Adobe Systems Incorporated (ADBE) 0.1 $347k 780.00 444.68
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $338k 5.7k 59.15
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Air Products & Chemicals (APD) 0.1 $334k 1.2k 290.11
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Comcast Corp Cl A (CMCSA) 0.1 $331k -11% 8.8k 37.53
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Nike CL B (NKE) 0.1 $331k -17% 4.4k 75.68
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $323k +6% 802.00 402.70
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Allstate Corporation (ALL) 0.1 $320k 1.7k 192.79
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Nucor Corporation (NUE) 0.1 $320k 2.7k 116.74
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Chipotle Mexican Grill (CMG) 0.1 $319k -5% 5.3k 60.30
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $317k 3.1k 101.53
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AFLAC Incorporated (AFL) 0.1 $309k 3.0k 103.44
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Autodesk (ADSK) 0.1 $303k -2% 1.0k 295.57
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Chubb (CB) 0.1 $302k +2% 1.1k 276.30
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Microchip Technology (MCHP) 0.1 $300k -2% 5.2k 57.36
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Ishares Tr Global Tech Etf (IXN) 0.1 $292k 3.4k 84.75
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Fidelity D + D Bncrp (FDBC) 0.1 $290k 5.9k 48.80
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $279k -2% 3.2k 86.31
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Marathon Petroleum Corp (MPC) 0.1 $277k +7% 2.0k 139.50
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Southern Company (SO) 0.1 $277k -3% 3.4k 82.33
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Cummins (CMI) 0.1 $276k 790.00 348.78
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $259k +82% 11k 24.06
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $256k -3% 2.6k 96.90
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Colgate-Palmolive Company (CL) 0.1 $256k -10% 2.8k 90.91
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $242k -3% 2.1k 115.24
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $240k 1.2k 195.83
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Arm Holdings Sponsored Ads (ARM) 0.1 $236k +4% 1.9k 123.36
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Lam Research Corp Com New (LRCX) 0.1 $235k NEW 3.3k 72.23
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Two Hbrs Invt Corp (TWO) 0.1 $231k -5% 20k 11.83
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $226k 3.2k 70.29
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Medtronic SHS (MDT) 0.1 $220k 2.8k 79.88
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Norfolk Southern (NSC) 0.1 $214k 910.00 234.74
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $213k -4% 4.5k 47.82
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W.W. Grainger (GWW) 0.1 $212k -3% 201.00 1056.41
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Penns Woods Ban (PWOD) 0.1 $207k NEW 6.8k 30.39
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Phillips 66 (PSX) 0.1 $202k 1.8k 113.96
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Paychex (PAYX) 0.1 $200k NEW 1.4k 140.22
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Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.1 $136k 14k 10.10
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Transocean Registered Shs (RIG) 0.0 $122k NEW 32k 3.75
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Snap Cl A (SNAP) 0.0 $115k NEW 11k 10.77
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Biovie Cl A (BIVI) 0.0 $46k -8% 23k 2.00
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Prokidney Corp Class A Ord Shs (PROK) 0.0 $21k -40% 12k 1.69
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Past Filings by Zullo Investment Group

SEC 13F filings are viewable for Zullo Investment Group going back to 2021