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Size ($ in 1000's)
At 12/31/2023: $195,187 At 09/30/2023: $170,689
Zullo Investment Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Zullo Investment Group Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Zullo Investment Group Inc. top holdings by largest position size, as per the latest 13f filing made by Zullo Investment Group Inc..
In the Zullo Investment Group Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Zullo Investment Group Inc. in that top holding, then the share count change between reporting periods, and finally the Zullo Investment Group Inc. top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ 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 |
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$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.
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