0001085146-24-002016.txt : 20240424
0001085146-24-002016.hdr.sgml : 20240424
20240424161027
ACCESSION NUMBER: 0001085146-24-002016
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240424
DATE AS OF CHANGE: 20240424
EFFECTIVENESS DATE: 20240424
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Zullo Investment Group, Inc.
CENTRAL INDEX KEY: 0001909760
ORGANIZATION NAME:
IRS NUMBER: 821678373
STATE OF INCORPORATION: VA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22248
FILM NUMBER: 24870668
BUSINESS ADDRESS:
STREET 1: 132 ADAMS AVENUE
CITY: SCRANTON
STATE: PA
ZIP: 18503
BUSINESS PHONE: 570-543-5255
MAIL ADDRESS:
STREET 1: 132 ADAMS AVENUE
CITY: SCRANTON
STATE: PA
ZIP: 18503
13F-HR
1
primary_doc.xml
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03-31-2024
03-31-2024
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Zullo Investment Group, Inc.
132 ADAMS AVENUE
SCRANTON
PA
18503
13F HOLDINGS REPORT
028-22248
000311698
801-120008
N
Tracy A. Zullo
Principal
570-543-5255
/s/Tracy A. Zullo
Scranton
PA
04-24-2024
0
154
213356059
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
3M CO
COM
88579Y101
487543
4596
SH
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409
0
4187
ABBOTT LABS
COM
002824100
454299
3997
SH
SOLE
222
0
3775
ABBVIE INC
COM
00287Y109
945334
5191
SH
SOLE
309
0
4882
ADOBE INC
COM
00724F101
398634
790
SH
SOLE
40
0
750
ADVANCED MICRO DEVICES INC
COM
007903107
1888106
10461
SH
SOLE
611
0
9850
AFLAC INC
COM
001055102
273979
3191
SH
SOLE
201
0
2990
AIR PRODS & CHEMS INC
COM
009158106
304917
1258
SH
SOLE
111
0
1147
ALIGOS THERAPEUTICS INC
COM
01626L105
12740
13000
SH
SOLE
0
0
13000
ALLSTATE CORP
COM
020002101
287197
1660
SH
SOLE
0
0
1660
ALPHABET INC
CAP STK CL A
02079K305
1661437
11008
SH
SOLE
260
0
10748
ALPHABET INC
CAP STK CL C
02079K107
2927655
19228
SH
SOLE
1494
0
17734
ALTRIA GROUP INC
COM
02209S103
293912
6738
SH
SOLE
355
0
6382
AMAZON COM INC
COM
023135106
8230379
45628
SH
SOLE
1858
0
43770
AMERICAN EXPRESS CO
COM
025816109
703690
3090
SH
SOLE
383
0
2707
AMGEN INC
COM
031162100
384475
1352
SH
SOLE
53
0
1299
ANALOG DEVICES INC
COM
032654105
643813
3255
SH
SOLE
161
0
3094
APPLE INC
COM
037833100
29468354
171847
SH
SOLE
2276
0
169570
AUTODESK INC
COM
052769106
293233
1126
SH
SOLE
92
0
1034
AUTOMATIC DATA PROCESSING IN
COM
053015103
455276
1823
SH
SOLE
219
0
1604
BANK AMERICA CORP
COM
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SH
SOLE
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0
14090
BERKSHIRE HATHAWAY INC DEL
CL A
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3172200
5
SH
SOLE
0
0
5
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2416599
5746
SH
SOLE
578
0
5168
BLACKROCK INC
COM
09247X101
338482
406
SH
SOLE
26
0
380
BOEING CO
COM
097023105
1258874
6523
SH
SOLE
227
0
6296
BROADCOM INC
COM
11135F101
928045
700
SH
SOLE
97
0
603
CANADIAN NATL RY CO
COM
136375102
204282
1551
SH
SOLE
0
0
1551
CAPITAL ONE FINL CORP
COM
14040H105
412810
2772
SH
SOLE
0
0
2772
CATERPILLAR INC
COM
149123101
695689
1898
SH
SOLE
143
0
1755
CHEVRON CORP NEW
COM
166764100
714888
4532
SH
SOLE
476
0
4056
CHIPOTLE MEXICAN GRILL INC
COM
169656105
270330
93
SH
SOLE
12
0
81
CHUBB LIMITED
COM
H1467J104
218447
843
SH
SOLE
89
0
754
CISCO SYS INC
COM
17275R102
773666
15501
SH
SOLE
1032
0
14469
CITIGROUP INC
COM NEW
172967424
297042
4697
SH
SOLE
0
0
4697
CLOROX CO DEL
COM
189054109
525933
3435
SH
SOLE
144
0
3291
COCA COLA CO
COM
191216100
1136010
18568
SH
SOLE
663
0
17905
COLGATE PALMOLIVE CO
COM
194162103
290321
3224
SH
SOLE
75
0
3149
COMCAST CORP NEW
CL A
20030N101
456871
10539
SH
SOLE
234
0
10305
COSTCO WHSL CORP NEW
COM
22160K105
1638649
2236
SH
SOLE
152
0
2084
CROWDSTRIKE HLDGS INC
CL A
22788C105
1307687
4079
SH
SOLE
9
0
4070
CUMMINS INC
COM
231021106
231894
787
SH
SOLE
0
0
787
DISNEY WALT CO
COM
254687106
1095117
8949
SH
SOLE
720
0
8228
DOW INC
COM
260557103
303566
5240
SH
SOLE
125
0
5115
ELI LILLY & CO
COM
532457108
1127265
1449
SH
SOLE
51
0
1398
EVGO INC
CL A COM
30052F100
58734
23400
SH
SOLE
950
0
22450
EXXON MOBIL CORP
COM
30231G102
1562726
13443
SH
SOLE
235
0
13208
FEDEX CORP
COM
31428X106
1677176
5788
SH
SOLE
217
0
5571
FIDELITY D & D BANCORP INC
COM
31609R100
299927
6193
SH
SOLE
0
0
6193
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
520031
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SH
SOLE
402
0
8856
FIRST TR NAS100 EQ WEIGHTED
SHS
337344105
1071735
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SH
SOLE
0
0
8650
FORD MTR CO DEL
COM
345370860
171175
12889
SH
SOLE
439
0
12450
FREEPORT-MCMORAN INC
CL B
35671D857
664259
14127
SH
SOLE
411
0
13716
GENERAL DYNAMICS CORP
COM
369550108
542375
1919
SH
SOLE
205
0
1714
GOLDMAN SACHS GROUP INC
COM
38141G104
1021289
2445
SH
SOLE
77
0
2368
GRAINGER W W INC
COM
384802104
250581
246
SH
SOLE
7
0
239
HOME DEPOT INC
COM
437076102
3135366
8173
SH
SOLE
262
0
7911
HONEYWELL INTL INC
COM
438516106
536260
2612
SH
SOLE
97
0
2515
ILLINOIS TOOL WKS INC
COM
452308109
847888
3159
SH
SOLE
33
0
3126
INTEL CORP
COM
458140100
400806
9074
SH
SOLE
249
0
8825
INTERNATIONAL BUSINESS MACHS
COM
459200101
1903756
9969
SH
SOLE
417
0
9551
INVESCO QQQ TR
UNIT SER 1
46090E103
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1229
SH
SOLE
13
0
1216
INVESCO TR INVT GRADE MUNS
COM
46131M106
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SH
SOLE
0
0
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ISHARES TR
CORE HIGH DV ETF
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SH
SOLE
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0
3750
ISHARES TR
CORE MSCI EAFE
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3676
SH
SOLE
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CORE S&P MCP ETF
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SH
SOLE
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0
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ISHARES TR
CORE S&P SCP ETF
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2229
SH
SOLE
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2071
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CORE S&P TTL STK
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SH
SOLE
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ISHARES TR
CORE S&P500 ETF
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SH
SOLE
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0
3321
ISHARES TR
CORE US AGGBD ET
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305083
3115
SH
SOLE
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0
3115
ISHARES TR
GLOBAL TECH ETF
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3471
SH
SOLE
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0
3471
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RUSSELL 2000 ETF
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408403
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SH
SOLE
0
0
1942
ISHARES TR
S&P 500 GRWT ETF
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267084
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SH
SOLE
0
0
3163
JOHNSON & JOHNSON
COM
478160104
2784375
17601
SH
SOLE
539
0
17061
JPMORGAN CHASE & CO
COM
46625H100
4078590
20362
SH
SOLE
503
0
19859
KIMBERLY-CLARK CORP
COM
494368103
433956
3354
SH
SOLE
54
0
3300
KRAFT HEINZ CO
COM
500754106
502986
13631
SH
SOLE
0
0
13631
L3HARRIS TECHNOLOGIES INC
COM
502431109
370286
1737
SH
SOLE
151
0
1586
LAM RESEARCH CORP
COM
512807108
309219
318
SH
SOLE
20
0
298
LOCKHEED MARTIN CORP
COM
539830109
718120
1578
SH
SOLE
79
0
1499
LOWES COS INC
COM
548661107
1112914
4368
SH
SOLE
292
0
4076
MARATHON PETE CORP
COM
56585A102
383858
1905
SH
SOLE
0
0
1905
MARTIN MARIETTA MATLS INC
COM
573284106
217335
354
SH
SOLE
0
0
354
MASTERCARD INCORPORATED
CL A
57636Q104
395394
821
SH
SOLE
144
0
676
MCDONALDS CORP
COM
580135101
1771274
6282
SH
SOLE
242
0
6040
MEDTRONIC PLC
SHS
G5960L103
268771
3084
SH
SOLE
383
0
2701
MERCK & CO INC
COM
58933Y105
1513354
11469
SH
SOLE
692
0
10776
META PLATFORMS INC
CL A
30303M102
6486540
13358
SH
SOLE
273
0
13085
MICROCHIP TECHNOLOGY INC.
COM
595017104
484894
5405
SH
SOLE
190
0
5215
MICROSOFT CORP
COM
594918104
14329924
34060
SH
SOLE
1374
0
32685
MORGAN STANLEY
COM NEW
617446448
1096472
11644
SH
SOLE
150
0
11494
NETFLIX INC
COM
64110L106
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SH
SOLE
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0
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NEXTERA ENERGY INC
COM
65339F101
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11308
SH
SOLE
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NIKE INC
CL B
654106103
804639
8561
SH
SOLE
280
0
8281
NORFOLK SOUTHN CORP
COM
655844108
236920
929
SH
SOLE
56
0
873
NUCOR CORP
COM
670346105
547076
2764
SH
SOLE
286
0
2478
NVIDIA CORPORATION
COM
67066G104
11643291
12886
SH
SOLE
167
0
12718
ORACLE CORP
COM
68389X105
270463
2153
SH
SOLE
289
0
1863
PALANTIR TECHNOLOGIES INC
CL A
69608A108
216179
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SH
SOLE
200
0
9195
PALO ALTO NETWORKS INC
COM
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1249
SH
SOLE
204
0
1045
PEPSICO INC
COM
713448108
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SH
SOLE
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0
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PFIZER INC
COM
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264880
9545
SH
SOLE
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PHILIP MORRIS INTL INC
COM
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SH
SOLE
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0
3935
PHILLIPS 66
COM
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SH
SOLE
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PNC FINL SVCS GROUP INC
COM
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SH
SOLE
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PPL CORP
COM
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27885
SH
SOLE
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0
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PROCTER AND GAMBLE CO
COM
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SH
SOLE
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PROKIDNEY CORP
CLASS A ORD SHS
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SH
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0
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PROSHARES TR
PSHS ULTRA QQQ
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SH
SOLE
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0
2450
PRUDENTIAL FINL INC
COM
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SH
SOLE
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QUALCOMM INC
COM
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SH
SOLE
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0
6482
RTX CORPORATION
COM
75513E101
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4966
SH
SOLE
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4431
SALESFORCE INC
COM
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SH
SOLE
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SCHWAB CHARLES CORP
COM
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SH
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SCHWAB STRATEGIC TR
SHT TM US TRES
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ORD SHS
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FINANCIAL
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SOLE
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SELECT SECTOR SPDR TR
INDL
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SELECT SECTOR SPDR TR
RL EST SEL SEC
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SH
SOLE
2520
0
26016
SELECT SECTOR SPDR TR
SBI CONS DISCR
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11214
SH
SOLE
656
0
10558
SELECT SECTOR SPDR TR
SBI CONS STPLS
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SH
SOLE
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0
19017
SELECT SECTOR SPDR TR
SBI HEALTHCARE
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SH
SOLE
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17678
SELECT SECTOR SPDR TR
SBI INT-UTILS
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SH
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27200
SELECT SECTOR SPDR TR
SBI MATERIALS
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SH
SOLE
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18533
SELECT SECTOR SPDR TR
TECHNOLOGY
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32817
SH
SOLE
980
0
31837
SERVICENOW INC
COM
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SH
SOLE
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813
SHOPIFY INC
CL A
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753565
9765
SH
SOLE
0
0
9765
SKYWORKS SOLUTIONS INC
COM
83088M102
200392
1850
SH
SOLE
0
0
1850
SNAP INC
CL A
83304A106
137760
12000
SH
SOLE
1225
0
10775
SOFI TECHNOLOGIES INC
COM
83406F102
120450
16500
SH
SOLE
0
0
16500
SOUTHERN CO
COM
842587107
253003
3526
SH
SOLE
298
0
3228
SPDR S&P 500 ETF TR
TR UNIT
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891
SH
SOLE
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0
649
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
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1155
SH
SOLE
0
0
1155
STARBUCKS CORP
COM
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443322
4850
SH
SOLE
269
0
4580
TARGET CORP
COM
87612E106
1107666
6250
SH
SOLE
487
0
5763
TESLA INC
COM
88160R101
1745946
9932
SH
SOLE
280
0
9652
THERMO FISHER SCIENTIFIC INC
COM
883556102
245958
423
SH
SOLE
61
0
362
UBER TECHNOLOGIES INC
COM
90353T100
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14921
SH
SOLE
323
0
14598
UNION PAC CORP
COM
907818108
216659
880
SH
SOLE
40
0
840
UNITED PARCEL SERVICE INC
CL B
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2606994
17540
SH
SOLE
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0
16914
UNITEDHEALTH GROUP INC
COM
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SH
SOLE
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2841
VANGUARD INDEX FDS
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SH
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S&P 500 ETF SHS
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VAN FTSE DEV MKT
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VANGUARD WORLD FD
INF TECH ETF
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SOLE
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2373
VERIZON COMMUNICATIONS INC
COM
92343V104
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SH
SOLE
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0
53752
VERTEX PHARMACEUTICALS INC
COM
92532F100
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SH
SOLE
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0
737
VISA INC
COM CL A
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7095
SH
SOLE
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0
6920
WALMART INC
COM
931142103
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39471
SH
SOLE
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0
38166
WASTE MGMT INC DEL
COM
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SH
SOLE
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0
2525
WELLS FARGO CO NEW
COM
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SH
SOLE
105
0
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