The Analysis of Zullo Investment Group, Inc.'s Holdings
Currently, Zullo Investment Group, Inc. holds 152 types of securities in its portfolio with a total value $270.4M. In the most recent quarter, they have increased their positions in SCHD (+10.7K shares, valued at $291.7K), SOFI (+9.0K shares, valued at $237.8K), INTC (+6.7K shares, valued at $225.5K); decreased their positions in NVDA (-4.4K shares, valued at $816.5K), UNH (-419 shares, valued at $144.7K), META (-96 shares, valued at $70.5K); initiated new positions in SOFI (+9.0K shares, valued at $237.8K), INTC (+6.7K shares, valued at $225.5K), ITA (+962 shares, valued at $201.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC161.9K shares-0.16%2025-09-302025-10-23
NVDA NVIDIA CORPORATION131.8K shares-3.21%2025-09-302025-10-23 MSFT MICROSOFT CORP33.3K shares-0.05%2025-09-302025-10-23 META META PLATFORMS INC13.3K shares-0.72%2025-09-302025-10-23 XLK SELECT SECTOR SPDR TR33.1K shares0.52%2025-09-302025-10-23 AMZN AMAZON COM INC42.2K shares0.06%2025-09-302025-10-23 JPM JPMORGAN CHASE & CO.20.7K shares0.03%2025-09-302025-10-23 XLF SELECT SECTOR SPDR TR105.2K shares0.93%2025-09-302025-10-23 TSLA TESLA INC10.9K shares0.54%2025-09-302025-10-23 GOOG ALPHABET INC18.9K shares0.22%2025-09-302025-10-23 XLC SELECT SECTOR SPDR TR29.3K shares1.58%2025-09-302025-10-23 NFLX NETFLIX INC2.7K shares0.70%2025-09-302025-10-23 XLI SELECT SECTOR SPDR TR21.1K shares1.82%2025-09-302025-10-23 HD HOME DEPOT INC7.8K shares-0.06%2025-09-302025-10-23 WMT WALMART INC28.9K shares0.00%2025-09-302025-10-23 SCHD SCHWAB STRATEGIC TR107.8K shares11.00%2025-09-302025-10-23 GOOGL ALPHABET INC11.8K shares1.50%2025-09-302025-10-23 XLY SELECT SECTOR SPDR TR11.7K shares1.99%2025-09-302025-10-23 XLE SELECT SECTOR SPDR TR31.0K shares3.44%2025-09-302025-10-23 XLV SELECT SECTOR SPDR TR19.7K shares1.52%2025-09-302025-10-23 XLU SELECT SECTOR SPDR TR29.9K shares4.09%2025-09-302025-10-23 JNJ JOHNSON & JOHNSON13.7K shares-1.08%2025-09-302025-10-23 V VISA INC7.4K shares0.31%2025-09-302025-10-23 VOO VANGUARD INDEX FDS4.0K shares0.00%2025-09-302025-10-23 BRK.B BERKSHIRE HATHAWAY INC DEL4.7K shares0.47%2025-09-302025-10-23 AVGO BROADCOM INC7.1K shares0.98%2025-09-302025-10-23 PTY PIMCO CORPORATE & INCOME OPP160.4K shares3.02%2025-09-302025-10-23 PG PROCTER AND GAMBLE CO15.1K shares0.23%2025-09-302025-10-23 GS GOLDMAN SACHS GROUP INC2.7K shares0.19%2025-09-302025-10-23 IVV ISHARES TR3.2K shares-0.31%2025-09-302025-10-23 CRWD CROWDSTRIKE HLDGS INC4.3K shares-0.60%2025-09-302025-10-23 VZ VERIZON COMMUNICATIONS INC47.3K shares0.71%2025-09-302025-10-23 MCD MCDONALDS CORP6.4K shares1.21%2025-09-302025-10-23 XLB SELECT SECTOR SPDR TR21.4K shares2.93%2025-09-302025-10-23 SCHW SCHWAB CHARLES CORP19.4K shares-1.50%2025-09-302025-10-23 AMD ADVANCED MICRO DEVICES INC11.4K shares1.30%2025-09-302025-10-23 VGT VANGUARD WORLD FD2.5K shares0.00%2025-09-302025-10-23 COST COSTCO WHSL CORP NEW1.9K shares0.16%2025-09-302025-10-23 XLP SELECT SECTOR SPDR TR22.6K shares4.05%2025-09-302025-10-23 MS MORGAN STANLEY10.7K shares-0.40%2025-09-302025-10-23 PLTR PALANTIR TECHNOLOGIES INC9.0K shares1.79%2025-09-302025-10-23 UBER UBER TECHNOLOGIES INC16.0K shares0.22%2025-09-302025-10-23 FDX FEDEX CORP5.9K shares-2.20%2025-09-302025-10-23 BA BOEING CO6.4K shares0.57%2025-09-302025-10-23 UPS UNITED PARCEL SERVICE INC16.2K shares-3.92%2025-09-302025-10-23 ABBV ABBVIE INC5.7K shares2.17%2025-09-302025-10-23 IBM INTERNATIONAL BUSINESS MACHS4.6K shares0.50%2025-09-302025-10-23 LLY ELI LILLY & CO1.7K shares2.97%2025-09-302025-10-23 SHOP SHOPIFY INC8.4K shares1.12%2025-09-302025-10-23 UNH UNITEDHEALTH GROUP INC3.6K shares-10.52%2025-09-302025-10-23 CSCO CISCO SYS INC18.0K shares-0.94%2025-09-302025-10-23 QQEW FIRST TR EXCHANGE-TRADED FD8.7K shares0.00%2025-09-302025-10-23 QCOM QUALCOMM INC7.1K shares0.25%2025-09-302025-10-23 LOW LOWES COS INC4.5K shares-0.77%2025-09-302025-10-23 XLRE SELECT SECTOR SPDR TR25.9K shares1.06%2025-09-302025-10-23 PEP PEPSICO INC7.3K shares-1.88%2025-09-302025-10-23 CAT CATERPILLAR INC2.1K shares0.67%2025-09-302025-10-23 MRK MERCK & CO INC11.2K shares0.25%2025-09-302025-10-23 CVX CHEVRON CORP NEW5.9K shares6.82%2025-09-302025-10-23 PRU PRUDENTIAL FINL INC8.8K shares-2.07%2025-09-302025-10-23 PPL PPL CORP24.4K shares1.78%2025-09-302025-10-23 LMT LOCKHEED MARTIN CORP1.8K shares5.18%2025-09-302025-10-23 NOW SERVICENOW INC920 shares0.22%2025-09-302025-10-23 BAC BANK AMERICA CORP16.3K shares0.92%2025-09-302025-10-23 SPOT SPOTIFY TECHNOLOGY S A1.2K shares0.00%2025-09-302025-10-23 RTX RTX CORPORATION4.7K shares1.20%2025-09-302025-10-23 XOM EXXON MOBIL CORP6.9K shares4.93%2025-09-302025-10-23 NEE NEXTERA ENERGY INC10.1K shares-0.65%2025-09-302025-10-23 ITW ILLINOIS TOOL WKS INC2.9K shares-3.16%2025-09-302025-10-23 ADI ANALOG DEVICES INC2.9K shares-2.58%2025-09-302025-10-23 QQQ INVESCO QQQ TR1.2K shares0.17%2025-09-302025-10-23 STX SEAGATE TECHNOLOGY HLDNGS PL3.0K shares0.00%2025-09-302025-10-23 CRM SALESFORCE INC2.9K shares1.66%2025-09-302025-10-23 ORCL ORACLE CORP2.4K shares-0.13%2025-09-302025-10-23 SPY SPDR S&P 500 ETF TR985 shares6.83%2025-09-302025-10-23 PM PHILIP MORRIS INTL INC4.0K shares0.66%2025-09-302025-10-23 DIS DISNEY WALT CO5.6K shares-1.34%2025-09-302025-10-23 KO COCA COLA CO9.6K shares-1.88%2025-09-302025-10-23 ITOT ISHARES TR4.4K shares-0.66%2025-09-302025-10-23 AXP AMERICAN EXPRESS CO1.9K shares-0.32%2025-09-302025-10-23 MA MASTERCARD INCORPORATED1.1K shares1.68%2025-09-302025-10-23 FCX FREEPORT-MCMORAN INC15.1K shares4.71%2025-09-302025-10-23 COF CAPITAL ONE FINL CORP2.7K shares0.18%2025-09-302025-10-23 MMM 3M CO3.7K shares0.43%2025-09-302025-10-23 IJH ISHARES TR8.8K shares-3.43%2025-09-302025-10-23 TGT TARGET CORP6.3K shares-8.62%2025-09-302025-10-23 C CITIGROUP INC5.6K shares1.11%2025-09-302025-10-23 GD GENERAL DYNAMICS CORP1.7K shares-2.42%2025-09-302025-10-23 ADP AUTOMATIC DATA PROCESSING IN1.8K shares-1.44%2025-09-302025-10-23 WM WASTE MGMT INC DEL2.4K shares-2.93%2025-09-302025-10-23 WFC WELLS FARGO CO NEW6.3K shares1.96%2025-09-302025-10-23 LHX L3HARRIS TECHNOLOGIES INC1.7K shares0.06%2025-09-302025-10-23 ABT ABBOTT LABS3.9K shares-0.82%2025-09-302025-10-23 VUG VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-10-23 VTI VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-10-23 MO ALTRIA GROUP INC7.4K shares2.43%2025-09-302025-10-23 HON HONEYWELL INTL INC2.2K shares-4.59%2025-09-302025-10-23 HDV ISHARES TR3.8K shares0.00%2025-09-302025-10-23 RGTI RIGETTI COMPUTING INC15.4K shares7.47%2025-09-302025-10-23 LRCX LAM RESEARCH CORP3.1K shares0.00%2025-09-302025-10-23 IWM ISHARES TR1.7K shares-1.37%2025-09-302025-10-23 PANW PALO ALTO NETWORKS INC2.1K shares0.00%2025-09-302025-10-23 BLK BLACKROCK INC353 shares-3.02%2025-09-302025-10-23 RDVY FIRST TR EXCHANGE TRADED FD5.9K shares1.47%2025-09-302025-10-23 MU MICRON TECHNOLOGY INC2.4K shares2.08%2025-09-302025-10-23 MPC MARATHON PETE CORP2.0K shares0.00%2025-09-302025-10-23 IVW ISHARES TR3.1K shares0.00%2025-09-302025-10-23 AMGN AMGEN INC1.3K shares-0.52%2025-09-302025-10-23 PNC PNC FINL SVCS GROUP INC1.8K shares0.78%2025-09-302025-10-23 ALL ALLSTATE CORP1.7K shares0.00%2025-09-302025-10-23 CMI CUMMINS INC821 shares0.00%2025-09-302025-10-23 KMB KIMBERLY-CLARK CORP2.8K shares-8.31%2025-09-302025-10-23 CLX CLOROX CO DEL2.7K shares0.92%2025-09-302025-10-23 PSX PHILLIPS 662.5K shares37.95%2025-09-302025-10-23 ADSK AUTODESK INC1.0K shares-0.29%2025-09-302025-10-23 APD AIR PRODS & CHEMS INC1.2K shares0.17%2025-09-302025-10-23 MCHP MICROCHIP TECHNOLOGY INC.5.0K shares-2.80%2025-09-302025-10-23 AFL AFLAC INC2.9K shares-2.12%2025-09-302025-10-23 SBUX STARBUCKS CORP3.8K shares-3.06%2025-09-302025-10-23 NUE NUCOR CORP2.3K shares-12.17%2025-09-302025-10-23 ADBE ADOBE INC894 shares0.22%2025-09-302025-10-23 SMH VANECK ETF TRUST950 shares0.96%2025-09-302025-10-23 ARM ARM HOLDINGS PLC2.2K shares2.66%2025-09-302025-10-23 CB CHUBB LIMITED1.1K shares0.00%2025-09-302025-10-23 SO SOUTHERN CO3.1K shares-5.48%2025-09-302025-10-23 IXN ISHARES TR2.8K shares0.00%2025-09-302025-10-23 CMCSA COMCAST CORP NEW8.8K shares0.06%2025-09-302025-10-23 IEFA ISHARES TR3.1K shares-3.59%2025-09-302025-10-23 SCHO SCHWAB STRATEGIC TR11.1K shares-5.32%2025-09-302025-10-23 NRG NRG ENERGY INC1.7K shares0.00%2025-09-302025-10-23 VRTX VERTEX PHARMACEUTICALS INC679 shares0.30%2025-09-302025-10-23 NSC NORFOLK SOUTHN CORP883 shares0.00%2025-09-302025-10-23 VIG VANGUARD SPECIALIZED FUNDS1.2K shares0.00%2025-09-302025-10-23 FDBC FIDELITY D & D BANCORP INC5.9K shares0.00%2025-09-302025-10-23 MDT MEDTRONIC PLC2.7K shares0.00%2025-09-302025-10-23 QLD PROSHARES TR1.8K shares0.06%2025-09-302025-10-23 AGG ISHARES TR2.5K shares0.00%2025-09-302025-10-23 VLO VALERO ENERGY CORP1.4K shares-6.16%2025-09-302025-10-23 PRIV SSGA ACTIVE TR9.4K shares0.53%2025-09-302025-10-23 SOFI SOFI TECHNOLOGIES INC9.0K sharesnew addition2025-09-302025-10-23 IJR ISHARES TR2.0K shares0.05%2025-09-302025-10-23 SMR NUSCALE PWR CORP6.3K shares2.34%2025-09-302025-10-23 INTC INTEL CORP6.7K sharesnew addition2025-09-302025-10-23 PCY INVESCO EXCH TRADED FD TR II10.2K shares-1.35%2025-09-302025-10-23 CL COLGATE PALMOLIVE CO2.6K shares-2.98%2025-09-302025-10-23 ITA ISHARES TR962 sharesnew addition2025-09-302025-10-23 RSG REPUBLIC SVCS INC877 shares-0.34%2025-09-302025-10-23 NWBI NORTHWEST BANCSHARES INC MD16.2K sharesnew addition2025-09-302025-10-23 VGM INVESCO TR INVT GRADE MUNS13.5K shares0.00%2025-09-302025-10-23 ACOG ALPHA COGNITION INC19.5K sharesnew addition2025-09-302025-10-23 PHK PIMCO HIGH INCOME FD10.1K sharesnew addition2025-09-302025-10-23 PROK PROKIDNEY CORP11.6K sharesnew addition2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available