Filling information for Zullo Investment Group, Inc. as Treemap, investor disclosed 138 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
---|---|---|---|---|---|---|
189054109 | 189054109 | CLOROX CO DEL | COM | 532148 | 3346 | |
94106L109 | 94106L109 | WASTE MGMT INC DEL | COM | 464909 | 2680 | |
921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 316010 | 6843 | |
00287Y109 | 00287Y109 | ABBVIE INC | COM | 643941 | 4779 | |
87612E106 | 87612E106 | TARGET CORP | COM | 605625 | 4591 | |
81369Y886 | 81369Y886 | SELECT SECTOR SPDR TR | SBI INT-UTILS | 1678532 | 25649 | |
79466L302 | 79466L302 | SALESFORCE INC | COM | 356607 | 1688 | |
67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 5923144 | 14002 | |
458140100 | 458140100 | INTEL CORP | COM | 280073 | 8375 | |
025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 451111 | 2589 | |
11135F101 | 11135F101 | BROADCOM INC | COM | 572310 | 659 | |
654106103 | 654106103 | NIKE INC | CL B | 651205 | 5900 | |
438516106 | 438516106 | HONEYWELL INTL INC | COM | 521164 | 2511 | |
231021106 | 231021106 | CUMMINS INC | COM | 209453 | 854 | |
931142103 | 931142103 | WALMART INC | COM | 2124863 | 13518 | |
22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 1126674 | 2092 | |
46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 469215 | 1270 | |
031162100 | 031162100 | AMGEN INC | COM | 309478 | 1393 | |
502431109 | 502431109 | L3HARRIS TECHNOLOGIES INC | COM | 346990 | 1772 | |
09247X101 | 09247X101 | BLACKROCK INC | COM | 294840 | 426 | |
922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 299938 | 1060 | |
464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 584540 | 2235 | |
478160104 | 478160104 | JOHNSON & JOHNSON | COM | 2682552 | 16206 | |
14040H105 | 14040H105 | CAPITAL ONE FINL CORP | COM | 295511 | 2701 | |
922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 1706910 | 4191 | |
655844108 | 655844108 | NORFOLK SOUTHN CORP | COM | 215401 | 949 | |
670346105 | 670346105 | NUCOR CORP | COM | 388382 | 2368 | |
88579Y101 | 88579Y101 | 3M CO | COM | 334113 | 3338 | |
68389X105 | 68389X105 | ORACLE CORP | COM | 218482 | 1834 | |
31609R100 | 31609R100 | FIDELITY D & D BANCORP INC | COM | 325213 | 6693 | |
532457108 | 532457108 | LILLY ELI & CO | COM | 484456 | 1033 | |
539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 633693 | 1376 | |
009158106 | 009158106 | AIR PRODS & CHEMS INC | COM | 333346 | 1112 | |
911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 2817710 | 15719 | |
91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 1442519 | 3001 | |
949746101 | 949746101 | WELLS FARGO CO NEW | COM | 290701 | 6811 | |
81369Y308 | 81369Y308 | SELECT SECTOR SPDR TR | SBI CONS STPLS | 1333842 | 17983 | |
69351T106 | 69351T106 | PPL CORP | COM | 807140 | 30504 | |
464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 238045 | 1271 | |
92826C839 | 92826C839 | VISA INC | COM CL A | 1632724 | 6875 | |
097023105 | 097023105 | BOEING CO | COM | 1176223 | 5570 | |
060505104 | 060505104 | BANK AMERICA CORP | COM | 413926 | 14427 | |
617446448 | 617446448 | MORGAN STANLEY | COM NEW | 1078810 | 12632 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 1236860 | 10333 | |
17275R102 | 17275R102 | CISCO SYS INC | COM | 553211 | 10692 | |
110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 207499 | 3244 | |
88160R101 | 88160R101 | TESLA INC | COM | 2324779 | 8881 | |
81369Y100 | 81369Y100 | SELECT SECTOR SPDR TR | SBI MATERIALS | 1436241 | 17331 | |
052769106 | 052769106 | AUTODESK INC | COM | 230800 | 1128 | |
002824100 | 002824100 | ABBOTT LABS | COM | 446655 | 4097 | |
35671D857 | 35671D857 | FREEPORT-MCMORAN INC | CL B | 558883 | 13972 | |
922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 346280 | 1572 | |
20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 461365 | 11103 | |
83088M102 | 83088M102 | SKYWORKS SOLUTIONS INC | COM | 203116 | 1835 | |
81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 3412631 | 101234 | |
084670108 | 084670108 | BERKSHIRE HATHAWAY INC DEL | CL A | 2589050 | 5 | |
595017104 | 595017104 | MICROCHIP TECHNOLOGY INC. | COM | 489527 | 5464 | |
345370860 | 345370860 | FORD MTR CO DEL | COM | 167873 | 11095 | |
30303M102 | 30303M102 | META PLATFORMS INC | CL A | 4049001 | 14109 | |
166764100 | 166764100 | CHEVRON CORP NEW | COM | 586587 | 3727 | |
437076102 | 437076102 | HOME DEPOT INC | COM | 2301534 | 7409 | |
31428X106 | 31428X106 | FEDEX CORP | COM | 1362759 | 5497 | |
452308109 | 452308109 | ILLINOIS TOOL WKS INC | COM | 833397 | 3331 | |
032654105 | 032654105 | ANALOG DEVICES INC | COM | 651186 | 3342 | |
22788C105 | 22788C105 | CROWDSTRIKE HLDGS INC | CL A | 562953 | 3833 | |
808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 2210013 | 30432 | |
742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 2235347 | 14731 | |
57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 266439 | 677 | |
842587107 | 842587107 | SOUTHERN CO | COM | 226269 | 3220 | |
G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 270115 | 3066 | |
459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 1332504 | 9958 | |
30052F100 | 30052F100 | EVGO INC | CL A COM | 123600 | 30900 | |
512807108 | 512807108 | LAM RESEARCH CORP | COM | 231513 | 360 | |
G7997R103 | G7997R103 | SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 210729 | 3406 | |
744320102 | 744320102 | PRUDENTIAL FINL INC | COM | 808799 | 9167 | |
46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 335971 | 4977 | |
037833100 | 037833100 | APPLE INC | COM | 32332238 | 166686 | |
713448108 | 713448108 | PEPSICO INC | COM | 1326191 | 7160 | |
500754106 | 500754106 | KRAFT HEINZ CO | COM | 486001 | 13690 | |
83406F102 | 83406F102 | SOFI TECHNOLOGIES INC | COM | 160545 | 19250 | |
46131M106 | 46131M106 | INVESCO TR INVT GRADE MUNS | COM | 131085 | 13500 | |
254687106 | 254687106 | DISNEY WALT CO | COM | 903909 | 10124 | |
717081103 | 717081103 | PFIZER INC | COM | 641095 | 17478 | |
464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 1505608 | 3377 | |
007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 894080 | 7849 | |
81369Y860 | 81369Y860 | SELECT SECTOR SPDR TR | RL EST SEL SEC | 980962 | 26027 | |
464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 229412 | 3255 | |
56585A102 | 56585A102 | MARATHON PETE CORP | COM | 218042 | 1870 | |
084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1940867 | 5691 | |
548661107 | 548661107 | LOWES COS INC | COM | 940077 | 4165 | |
46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 2809829 | 19319 | |
92532F100 | 92532F100 | VERTEX PHARMACEUTICALS INC | COM | 275546 | 783 | |
38141G104 | 38141G104 | GOLDMAN SACHS GROUP INC | COM | 657907 | 2039 | |
718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 385670 | 3950 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 11103369 | 32605 | |
464287291 | 464287291 | ISHARES TR | GLOBAL TECH ETF | 217105 | 3491 | |
337344105 | 337344105 | FIRST TR NAS100 EQ WEIGHTED | SHS | 924685 | 8650 | |
001055102 | 001055102 | AFLAC INC | COM | 229153 | 3283 | |
92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 2846431 | 76537 | |
464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 257317 | 2582 | |
191216100 | 191216100 | COCA COLA CO | COM | 1060744 | 17614 | |
747525103 | 747525103 | QUALCOMM INC | COM | 755369 | 6345 | |
369550108 | 369550108 | GENERAL DYNAMICS CORP | COM | 402865 | 1872 | |
81369Y852 | 81369Y852 | SELECT SECTOR SPDR TR | COMMUNICATION | 1727720 | 26547 | |
64110L106 | 64110L106 | NETFLIX INC | COM | 1174346 | 2666 | |
464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 589181 | 6015 | |
81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 5541013 | 31870 | |
75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 376974 | 3848 | |
760759100 | 760759100 | REPUBLIC SVCS INC | COM | 298231 | 1947 | |
92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 1083734 | 2451 | |
580135101 | 580135101 | MCDONALDS CORP | COM | 1762932 | 5907 | |
78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 288132 | 650 | |
494368103 | 494368103 | KIMBERLY-CLARK CORP | COM | 464287 | 3362 | |
82509L107 | 82509L107 | SHOPIFY INC | CL A | 713184 | 11040 | |
02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 2310043 | 19096 | |
33738R506 | 33738R506 | FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 369735 | 7850 | |
90353T100 | 90353T100 | UBER TECHNOLOGIES INC | COM | 742610 | 17202 | |
00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 358430 | 733 | |
855244109 | 855244109 | STARBUCKS CORP | COM | 484595 | 4891 | |
81369Y407 | 81369Y407 | SELECT SECTOR SPDR TR | SBI CONS DISCR | 1762734 | 10380 | |
81369Y704 | 81369Y704 | SELECT SECTOR SPDR TR | SBI INT-INDS | 1961642 | 18278 | |
697435105 | 697435105 | PALO ALTO NETWORKS INC | COM | 242479 | 949 | |
30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 1438834 | 13415 | |
149123101 | 149123101 | CATERPILLAR INC | COM | 382351 | 1553 | |
81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 2267979 | 17087 | |
81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 2144076 | 26414 | |
883556102 | 883556102 | THERMO FISHER SCIENTIFIC INC | COM | 209265 | 401 | |
023135106 | 023135106 | AMAZON COM INC | COM | 5685912 | 43617 | |
58933Y105 | 58933Y105 | MERCK & CO INC | COM | 1251479 | 10845 | |
46429B663 | 46429B663 | ISHARES TR | CORE HIGH DV ETF | 377963 | 3750 | |
260557103 | 260557103 | DOW INC | COM | 309872 | 5818 | |
194162103 | 194162103 | COLGATE PALMOLIVE CO | COM | 237900 | 3088 | |
02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 269259 | 5943 | |
053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 361335 | 1644 | |
81762P102 | 81762P102 | SERVICENOW INC | COM | 456882 | 813 | |
464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 469814 | 4801 | |
808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 683408 | 12057 | |
65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 869833 | 11722 |