Zullo Investment Group as of March 31, 2025
Portfolio Holdings for Zullo Investment Group
Zullo Investment Group holds 146 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 16.2 | $38M | 170k | 222.13 | |
| NVIDIA Corporation (NVDA) | 6.3 | $15M | 135k | 108.38 | |
| Microsoft Corporation (MSFT) | 5.5 | $13M | 34k | 375.39 | |
| Amazon (AMZN) | 3.6 | $8.5M | 45k | 190.26 | |
| Meta Platforms Cl A (META) | 3.2 | $7.5M | 13k | 576.37 | |
| Select Sector Spdr Tr Technology (XLK) | 2.9 | $6.7M | 33k | 206.48 | |
| Select Sector Spdr Tr Financial (XLF) | 2.2 | $5.2M | 104k | 49.81 | |
| JPMorgan Chase & Co. (JPM) | 2.2 | $5.1M | 21k | 245.30 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.7 | $4.0M | 5.00 | 798441.60 | |
| Home Depot (HD) | 1.4 | $3.2M | 8.7k | 366.50 | |
| Wal-Mart Stores (WMT) | 1.3 | $3.1M | 35k | 87.79 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $2.9M | 5.5k | 532.55 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $2.9M | 19k | 156.23 | |
| Select Sector Spdr Tr Energy (XLE) | 1.2 | $2.9M | 31k | 93.45 | |
| Johnson & Johnson (JNJ) | 1.2 | $2.9M | 17k | 165.84 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.2 | $2.8M | 20k | 146.01 | |
| Select Sector Spdr Tr Communication (XLC) | 1.2 | $2.7M | 28k | 96.45 | |
| Tesla Motors (TSLA) | 1.2 | $2.7M | 11k | 259.16 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.1 | $2.7M | 95k | 27.96 | |
| Select Sector Spdr Tr Indl (XLI) | 1.1 | $2.7M | 20k | 131.07 | |
| Visa Com Cl A (V) | 1.1 | $2.6M | 7.4k | 350.45 | |
| Procter & Gamble Company (PG) | 1.1 | $2.5M | 15k | 170.42 | |
| Netflix (NFLX) | 1.1 | $2.5M | 2.7k | 932.53 | |
| International Business Machines (IBM) | 1.0 | $2.4M | 9.7k | 248.66 | |
| Verizon Communications (VZ) | 1.0 | $2.4M | 52k | 45.36 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.0 | $2.2M | 28k | 78.85 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.0 | $2.2M | 11k | 197.46 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $2.1M | 4.0k | 513.91 | |
| McDonald's Corporation (MCD) | 0.9 | $2.0M | 6.4k | 312.39 | |
| United Parcel Service CL B (UPS) | 0.8 | $2.0M | 18k | 109.99 | |
| PIMCO Corporate Opportunity Fund (PTY) | 0.8 | $1.9M | 135k | 14.46 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $1.8M | 3.2k | 561.84 | |
| Costco Wholesale Corporation (COST) | 0.8 | $1.8M | 1.9k | 945.87 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.8 | $1.8M | 21k | 85.98 | |
| UnitedHealth (UNH) | 0.8 | $1.8M | 3.4k | 523.75 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.7 | $1.7M | 21k | 81.67 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.7M | 11k | 154.63 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $1.7M | 14k | 118.93 | |
| Charles Schwab Corporation (SCHW) | 0.7 | $1.6M | 20k | 78.28 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $1.5M | 4.3k | 352.58 | |
| FedEx Corporation (FDX) | 0.7 | $1.5M | 6.3k | 243.76 | |
| Goldman Sachs (GS) | 0.6 | $1.5M | 2.7k | 546.30 | |
| Coca-Cola Company (KO) | 0.6 | $1.4M | 19k | 71.62 | |
| Vanguard World Inf Tech Etf (VGT) | 0.6 | $1.3M | 2.5k | 542.38 | |
| Eli Lilly & Co. (LLY) | 0.6 | $1.3M | 1.6k | 825.65 | |
| Morgan Stanley Com New (MS) | 0.5 | $1.3M | 11k | 116.67 | |
| Uber Technologies (UBER) | 0.5 | $1.2M | 17k | 72.86 | |
| Broadcom (AVGO) | 0.5 | $1.2M | 7.1k | 167.44 | |
| Pepsi (PEP) | 0.5 | $1.2M | 7.7k | 149.94 | |
| Cisco Systems (CSCO) | 0.5 | $1.1M | 19k | 61.71 | |
| Qualcomm (QCOM) | 0.5 | $1.1M | 7.4k | 153.60 | |
| Advanced Micro Devices (AMD) | 0.5 | $1.1M | 11k | 102.74 | |
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.5 | $1.1M | 26k | 41.85 | |
| Abbvie (ABBV) | 0.5 | $1.1M | 5.2k | 209.51 | |
| Boeing Company (BA) | 0.5 | $1.1M | 6.3k | 170.55 | |
| Lowe's Companies (LOW) | 0.5 | $1.1M | 4.5k | 233.21 | |
| Prudential Financial (PRU) | 0.4 | $1.0M | 9.4k | 111.68 | |
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.4 | $1.0M | 8.7k | 120.93 | |
| Merck & Co (MRK) | 0.4 | $1.0M | 11k | 89.76 | |
| American Express Company (AXP) | 0.4 | $935k | 3.5k | 269.01 | |
| Chevron Corporation (CVX) | 0.4 | $901k | 5.4k | 167.28 | |
| Shopify Cl A (SHOP) | 0.4 | $872k | 9.1k | 95.48 | |
| PPL Corporation (PPL) | 0.4 | $866k | 24k | 36.11 | |
| Palantir Technologies Cl A (PLTR) | 0.3 | $768k | 9.1k | 84.40 | |
| Target Corporation (TGT) | 0.3 | $751k | 7.2k | 104.36 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $750k | 1.7k | 446.66 | |
| Illinois Tool Works (ITW) | 0.3 | $736k | 3.0k | 248.05 | |
| Servicenow (NOW) | 0.3 | $730k | 917.00 | 796.14 | |
| Nextera Energy (NEE) | 0.3 | $726k | 10k | 70.89 | |
| salesforce (CRM) | 0.3 | $708k | 2.6k | 268.38 | |
| Walt Disney Company (DIS) | 0.3 | $691k | 7.0k | 98.70 | |
| Caterpillar (CAT) | 0.3 | $670k | 2.0k | 329.83 | |
| Bank of America Corporation (BAC) | 0.3 | $669k | 16k | 41.73 | |
| Spotify Technology S A SHS (SPOT) | 0.3 | $649k | 1.2k | 550.03 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $626k | 4.7k | 132.46 | |
| Philip Morris International (PM) | 0.3 | $625k | 3.9k | 158.74 | |
| Analog Devices (ADI) | 0.3 | $613k | 3.0k | 201.66 | |
| Automatic Data Processing (ADP) | 0.2 | $577k | 1.9k | 305.53 | |
| Waste Management (WM) | 0.2 | $576k | 2.5k | 231.48 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $565k | 1.0k | 548.37 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $551k | 1.2k | 468.74 | |
| 3M Company (MMM) | 0.2 | $540k | 3.7k | 146.86 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $538k | 9.2k | 58.35 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $537k | 4.4k | 122.01 | |
| Abbott Laboratories (ABT) | 0.2 | $528k | 4.0k | 132.65 | |
| Freeport-mcmoran CL B (FCX) | 0.2 | $527k | 14k | 37.86 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $506k | 905.00 | 559.39 | |
| Honeywell International (HON) | 0.2 | $498k | 2.4k | 211.72 | |
| General Dynamics Corporation (GD) | 0.2 | $458k | 1.7k | 272.52 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $454k | 3.8k | 121.12 | |
| Wells Fargo & Company (WFC) | 0.2 | $454k | 6.3k | 71.78 | |
| Clorox Company (CLX) | 0.2 | $440k | 3.0k | 147.25 | |
| Capital One Financial (COF) | 0.2 | $433k | 2.4k | 179.34 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $428k | 3.0k | 142.24 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $426k | 1.6k | 274.84 | |
| Amgen (AMGN) | 0.2 | $424k | 1.4k | 311.55 | |
| Kraft Heinz (KHC) | 0.2 | $415k | 14k | 30.43 | |
| Altria (MO) | 0.2 | $414k | 6.9k | 60.02 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $393k | 1.1k | 370.82 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $389k | 803.00 | 484.82 | |
| Starbucks Corporation (SBUX) | 0.2 | $378k | 3.9k | 98.09 | |
| Citigroup Com New (C) | 0.2 | $377k | 5.3k | 70.99 | |
| Palo Alto Networks (PANW) | 0.2 | $371k | 2.2k | 170.64 | |
| L3harris Technologies (LHX) | 0.2 | $356k | 1.7k | 209.35 | |
| Blackrock (BLK) | 0.2 | $353k | 373.00 | 946.48 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $349k | 1.7k | 199.50 | |
| Allstate Corporation (ALL) | 0.1 | $344k | 1.7k | 207.07 | |
| Air Products & Chemicals (APD) | 0.1 | $343k | 1.2k | 294.79 | |
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $336k | 5.7k | 58.54 | |
| Nucor Corporation (NUE) | 0.1 | $336k | 2.8k | 120.32 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $328k | 856.00 | 383.53 | |
| AFLAC Incorporated (AFL) | 0.1 | $326k | 2.9k | 111.19 | |
| Oracle Corporation (ORCL) | 0.1 | $326k | 2.3k | 139.84 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $325k | 8.8k | 36.90 | |
| Chubb (CB) | 0.1 | $323k | 1.1k | 301.99 | |
| PNC Financial Services (PNC) | 0.1 | $322k | 1.8k | 175.73 | |
| Southern Company (SO) | 0.1 | $306k | 3.3k | 91.94 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $295k | 2.0k | 145.69 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $290k | 12k | 24.34 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $289k | 3.1k | 92.83 | |
| Autodesk (ADSK) | 0.1 | $268k | 1.0k | 261.80 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $262k | 5.2k | 50.21 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $255k | 3.0k | 84.95 | |
| Colgate-Palmolive Company (CL) | 0.1 | $254k | 2.7k | 93.70 | |
| Microchip Technology (MCHP) | 0.1 | $253k | 5.2k | 48.41 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $250k | 2.5k | 98.92 | |
| Fidelity D + D Bncrp (FDBC) | 0.1 | $247k | 5.9k | 41.61 | |
| Medtronic SHS (MDT) | 0.1 | $245k | 2.7k | 89.86 | |
| Cummins (CMI) | 0.1 | $243k | 775.00 | 313.79 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $243k | 3.2k | 75.66 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $238k | 1.2k | 193.99 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $233k | 3.2k | 72.71 | |
| Arm Holdings Sponsored Ads (ARM) | 0.1 | $230k | 2.2k | 106.79 | |
| Phillips 66 (PSX) | 0.1 | $220k | 1.8k | 123.45 | |
| Republic Services (RSG) | 0.1 | $220k | 908.00 | 242.16 | |
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $215k | 2.8k | 75.74 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $214k | 2.0k | 104.55 | |
| Paychex (PAYX) | 0.1 | $210k | 1.4k | 154.28 | |
| Norfolk Southern (NSC) | 0.1 | $209k | 884.00 | 236.76 | |
| Two Hbrs Invt Corp (TWO) | 0.1 | $208k | 16k | 13.36 | |
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $206k | 10k | 20.17 | |
| Union Pacific Corporation (UNP) | 0.1 | $204k | 865.00 | 236.23 | |
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.1 | $135k | 14k | 9.96 | |
| Transocean Registered Shs (RIG) | 0.0 | $107k | 34k | 3.17 | |
| Snap Cl A (SNAP) | 0.0 | $93k | 11k | 8.71 | |
| Prokidney Corp Class A Ord Shs | 0.0 | $11k | 13k | 0.88 |
