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 |