HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
170,672 | -223 | $32,860 |
| AAPL | 170,672 | -223 | $32,860 |
| MICROSOFT CORP |
33,884 | +457 | $12,742 |
| MSFT | 33,884 | +457 | $12,742 |
| NVIDIA CORPORATION |
14,104 | -36 | $6,985 |
| NVDA | 14,104 | -36 | $6,985 |
| AMAZON COM INC |
45,627 | +862 | $6,933 |
| AMZN | 45,627 | +862 | $6,933 |
| SELECT SECTOR SPDR TR (XLK) |
32,677 | +33 | $6,290 |
| XLK | 32,677 | +33 | $6,290 |
| META PLATFORMS INC |
14,263 | +127 | $5,049 |
| META | 14,263 | +127 | $5,049 |
 BERKSHIRE HATHAWAY INC DEL |
$4,762 | ||
| BRK.A | 5 | UNCH | $2,713 |
| BRK.B | 5,743 | -4 | $2,049 |
| SELECT SECTOR SPDR TR (XLF) |
103,764 | -2,398 | $3,902 |
| XLF | 103,764 | -2,398 | $3,902 |
| JPMORGAN CHASE & CO |
20,256 | +357 | $3,446 |
| JPM | 20,256 | +357 | $3,446 |
| ALPHABET INC |
20,365 | +456 | $2,870 |
| GOOG | 20,365 | +456 | $2,870 |
| HOME DEPOT INC |
8,153 | +504 | $2,826 |
| HD | 8,153 | +504 | $2,826 |
| JOHNSON & JOHNSON |
17,284 | +847 | $2,709 |
| JNJ | 17,284 | +847 | $2,709 |
| UNITED PARCEL SERVICE INC |
16,499 | +381 | $2,594 |
| UPS | 16,499 | +381 | $2,594 |
| SELECT SECTOR SPDR TR (XLV) |
18,369 | -112 | $2,505 |
| XLV | 18,369 | -112 | $2,505 |
| SCHWAB STRATEGIC TR |
32,014 | +144 | $2,437 |
| SCHD | 32,014 | +144 | $2,437 |
| SELECT SECTOR SPDR TR (XLE) |
28,817 | +613 | $2,416 |
| XLE | 28,817 | +613 | $2,416 |
| TESLA INC |
9,609 | +362 | $2,388 |
| TSLA | 9,609 | +362 | $2,388 |
| SELECT SECTOR SPDR TR (XLI) |
19,757 | +239 | $2,252 |
| XLI | 19,757 | +239 | $2,252 |
| PROCTER AND GAMBLE CO |
15,121 | +38 | $2,216 |
| PG | 15,121 | +38 | $2,216 |
| SELECT SECTOR SPDR TR (XLC) |
28,338 | -53 | $2,059 |
| XLC | 28,338 | -53 | $2,059 |
| WALMART INC |
13,045 | -613 | $2,057 |
| WMT | 13,045 | -613 | $2,057 |
| VERIZON COMMUNICATIONS INC |
52,615 | -6,330 | $1,984 |
| VZ | 52,615 | -6,330 | $1,984 |
| SELECT SECTOR SPDR TR (XLY) |
10,933 | -68 | $1,955 |
| XLY | 10,933 | -68 | $1,955 |
| MCDONALDS CORP |
6,405 | +177 | $1,899 |
| MCD | 6,405 | +177 | $1,899 |
| VISA INC |
7,063 | +66 | $1,839 |
| V | 7,063 | +66 | $1,839 |
| VANGUARD INDEX FDS (VOO) |
4,191 | UNCH | $1,831 |
| VOO | 4,191 | UNCH | $1,831 |
| SELECT SECTOR SPDR TR (XLU) |
28,451 | +440 | $1,802 |
| XLU | 28,451 | +440 | $1,802 |
| UNITEDHEALTH GROUP INC |
3,222 | +55 | $1,696 |
| UNH | 3,222 | +55 | $1,696 |
| SELECT SECTOR SPDR TR (XLB) |
19,285 | +327 | $1,650 |
| XLB | 19,285 | +327 | $1,650 |
| INTERNATIONAL BUSINESS MACHS |
9,935 | +58 | $1,625 |
| IBM | 9,935 | +58 | $1,625 |
| ISHARES TR (IVV) |
3,327 | -10 | $1,589 |
| IVV | 3,327 | -10 | $1,589 |
| BOEING CO |
5,863 | +236 | $1,528 |
| BA | 5,863 | +236 | $1,528 |
| ADVANCED MICRO DEVICES INC |
10,305 | +1,966 | $1,519 |
| AMD | 10,305 | +1,966 | $1,519 |
| COSTCO WHSL CORP NEW |
2,218 | +69 | $1,465 |
| COST | 2,218 | +69 | $1,465 |
| ALPHABET INC |
10,411 | -44 | $1,454 |
| GOOGL | 10,411 | -44 | $1,454 |
| FEDEX CORP |
5,721 | +42 | $1,447 |
| FDX | 5,721 | +42 | $1,447 |
| SELECT SECTOR SPDR TR (XLP) |
20,024 | +154 | $1,442 |
| XLP | 20,024 | +154 | $1,442 |
| EXXON MOBIL CORP |
13,478 | +76 | $1,348 |
| XOM | 13,478 | +76 | $1,348 |
| NETFLIX INC |
2,699 | -7 | $1,314 |
| NFLX | 2,699 | -7 | $1,314 |
| SCHWAB CHARLES CORP |
18,980 | +3,878 | $1,306 |
| SCHW | 18,980 | +3,878 | $1,306 |
| PEPSICO INC |
7,560 | +150 | $1,284 |
| PEP | 7,560 | +150 | $1,284 |
| MERCK & CO INC |
11,421 | +153 | $1,245 |
| MRK | 11,421 | +153 | $1,245 |
| VANGUARD WORLD FDS (VGT) |
2,477 | UNCH | $1,199 |
| VGT | 2,477 | UNCH | $1,199 |
| SELECT SECTOR SPDR TR (XLRE) |
27,887 | -722 | $1,117 |
| XLRE | 27,887 | -722 | $1,117 |
| MORGAN STANLEY |
11,912 | -497 | $1,111 |
| MS | 11,912 | -497 | $1,111 |
| COCA COLA CO |
18,567 | +235 | $1,094 |
| KO | 18,567 | +235 | $1,094 |
| UBER TECHNOLOGIES INC |
17,647 | -80 | $1,087 |
| UBER | 17,647 | -80 | $1,087 |
| CROWDSTRIKE HLDGS INC |
4,007 | +14 | $1,023 |
| CRWD | 4,007 | +14 | $1,023 |
| FIRST TR NAS100 EQ WEIGHTED (QQEW) |
8,650 | UNCH | $1,016 |
| QQEW | 8,650 | UNCH | $1,016 |
| LOWES COS INC |
4,357 | +72 | $970 |
| LOW | 4,357 | +72 | $970 |
See Full List: All Stocks Held By Zullo Investment Group Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Zullo Investment Group Inc.
|
Size ($ in 1000's)
At 12/31/2023: $195,187 At 09/30/2023: $170,689 Zullo Investment Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Zullo Investment Group Inc. 13F filings. Link to 13F filings: SEC filings |
