0001085146-24-004857.txt : 20241015 0001085146-24-004857.hdr.sgml : 20241015 20241015092849 ACCESSION NUMBER: 0001085146-24-004857 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241015 DATE AS OF CHANGE: 20241015 EFFECTIVENESS DATE: 20241015 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: 241369728 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 X0202 13F-HR LIVE false false false 0001909760 XXXXXXXX 09-30-2024 09-30-2024 false 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 10-15-2024 0 150 240859774 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 683423 4999 SH SOLE 832 0 4167 ABBOTT LABS COM 002824100 432212 3791 SH SOLE 186 0 3605 ABBVIE INC COM 00287Y109 1011247 5120 SH SOLE 353 0 4767 ADOBE INC COM 00724F101 406975 786 SH SOLE 40 0 746 ADVANCED MICRO DEVICES INC COM 007903107 1821124 11099 SH SOLE 2576 0 8523 AFLAC INC COM 001055102 334394 2991 SH SOLE 191 0 2800 AIR PRODS & CHEMS INC COM 009158106 342424 1150 SH SOLE 137 0 1013 ALLSTATE CORP COM 020002101 314819 1660 SH SOLE 0 0 1660 ALPHABET INC CAP STK CL A 02079K305 1821953 10985 SH SOLE 350 0 10635 ALPHABET INC CAP STK CL C 02079K107 3248958 19432 SH SOLE 1706 0 17726 ALTRIA GROUP INC COM 02209S103 322766 6323 SH SOLE 398 0 5925 AMAZON COM INC COM 023135106 8500002 45618 SH SOLE 4102 0 41516 AMERICAN EXPRESS CO COM 025816109 886229 3267 SH SOLE 425 0 2842 AMGEN INC COM 031162100 427604 1327 SH SOLE 42 0 1285 ANALOG DEVICES INC COM 032654105 737673 3204 SH SOLE 163 0 3041 APPLE INC COM 037833100 40169691 172402 SH SOLE 4799 0 167603 ARM HOLDINGS PLC SPONSORED ADS 042068205 261708 1830 SH SOLE 157 0 1673 AUTODESK INC COM 052769106 289254 1050 SH SOLE 92 0 958 AUTOMATIC DATA PROCESSING IN COM 053015103 531878 1922 SH SOLE 306 0 1616 BANK AMERICA CORP COM 060505104 630615 15892 SH SOLE 1543 0 14349 BERKSHIRE HATHAWAY INC DEL CL A 084670108 3455900 5 SH SOLE 0 0 5 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2523003 5481 SH SOLE 581 0 4900 BIOVIE INC CL A 09074F405 30000 25000 SH SOLE 0 0 25000 BOEING CO COM 097023105 831963 5472 SH SOLE 905 0 4567 BOOKING HOLDINGS INC COM 09857L108 236331 56 SH SOLE 1 0 55 BROADCOM INC COM 11135F101 1219587 7070 SH SOLE 1158 0 5912 CAPITAL ONE FINL CORP COM 14040H105 412907 2757 SH SOLE 0 0 2757 CATERPILLAR INC COM 149123101 690505 1765 SH SOLE 359 0 1406 CHEVRON CORP NEW COM 166764100 722612 4906 SH SOLE 736 0 4170 CHIPOTLE MEXICAN GRILL INC COM 169656105 322384 5595 SH SOLE 670 0 4925 CHUBB LIMITED COM H1467J104 306559 1063 SH SOLE 131 0 932 CISCO SYS INC COM 17275R102 828726 15571 SH SOLE 1266 0 14305 CITIGROUP INC COM NEW 172967424 301266 4812 SH SOLE 0 0 4812 CLOROX CO DEL COM 189054109 538580 3306 SH SOLE 237 0 3069 COCA COLA CO COM 191216100 1324352 18429 SH SOLE 665 0 17764 COLGATE PALMOLIVE CO COM 194162103 327728 3157 SH SOLE 75 0 3082 COMCAST CORP NEW CL A 20030N101 417700 9999 SH SOLE 184 0 9815 COSTCO WHSL CORP NEW COM 22160K105 2007393 2264 SH SOLE 180 0 2084 CROWDSTRIKE HLDGS INC CL A 22788C105 1196765 4267 SH SOLE 12 0 4255 CUMMINS INC COM 231021106 255153 788 SH SOLE 0 0 788 DISNEY WALT CO COM 254687106 684691 7118 SH SOLE 1155 0 5963 DOW INC COM 260557103 231367 4235 SH SOLE 159 0 4076 ELI LILLY & CO COM 532457108 1307799 1476 SH SOLE 75 0 1401 EVGO INC CL A COM 30052F100 48852 11800 SH SOLE 950 0 10850 EXXON MOBIL CORP COM 30231G102 1634412 13943 SH SOLE 343 0 13600 FEDEX CORP COM 31428X106 1822954 6660 SH SOLE 862 0 5798 FIDELITY D & D BANCORP INC COM 31609R100 293228 5943 SH SOLE 0 0 5943 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 336579 5684 SH SOLE 450 0 5234 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 1085143 8650 SH SOLE 0 0 8650 FORD MTR CO COM 345370860 110288 10443 SH SOLE 1033 0 9410 FREEPORT-MCMORAN INC CL B 35671D857 721417 14451 SH SOLE 632 0 13819 GENERAL DYNAMICS CORP COM 369550108 561572 1858 SH SOLE 204 0 1654 GOLDMAN SACHS GROUP INC COM 38141G104 1260655 2546 SH SOLE 145 0 2401 GRAINGER W W INC COM 384802104 217541 209 SH SOLE 7 0 202 HOME DEPOT INC COM 437076102 3415608 8429 SH SOLE 371 0 8058 HONEYWELL INTL INC COM 438516106 500623 2421 SH SOLE 86 0 2335 ILLINOIS TOOL WKS INC COM 452308109 807577 3081 SH SOLE 27 0 3054 INTERNATIONAL BUSINESS MACHS COM 459200101 2139132 9676 SH SOLE 465 0 9211 INVESCO QQQ TR UNIT SER 1 46090E103 600262 1229 SH SOLE 13 0 1216 INVESCO TR INVT GRADE MUNS COM 46131M106 142560 13500 SH SOLE 0 0 13500 ISHARES TR CORE HIGH DV ETF 46429B663 441075 3750 SH SOLE 0 0 3750 ISHARES TR CORE MSCI EAFE 46432F842 255136 3268 SH SOLE 0 0 3268 ISHARES TR CORE S&P MCP ETF 464287507 616233 9888 SH SOLE 439 0 9449 ISHARES TR CORE S&P SCP ETF 464287804 254107 2172 SH SOLE 0 0 2172 ISHARES TR CORE S&P TTL STK 464287150 566539 4509 SH SOLE 0 0 4509 ISHARES TR CORE S&P500 ETF 464287200 1901434 3296 SH SOLE 0 0 3296 ISHARES TR CORE US AGGBD ET 464287226 276366 2729 SH SOLE 0 0 2729 ISHARES TR GLOBAL TECH ETF 464287291 286462 3471 SH SOLE 0 0 3471 ISHARES TR RUSSELL 2000 ETF 464287655 408210 1848 SH SOLE 4 0 1844 ISHARES TR S&P 500 GRWT ETF 464287309 298549 3118 SH SOLE 0 0 3118 ISHARES TR S&P 500 VAL ETF 464287408 201508 1022 SH SOLE 0 0 1022 JOHNSON & JOHNSON COM 478160104 2857294 17631 SH SOLE 817 0 16814 JPMORGAN CHASE & CO. COM 46625H100 4302722 20405 SH SOLE 621 0 19784 KIMBERLY-CLARK CORP COM 494368103 473741 3329 SH SOLE 67 0 3262 KRAFT HEINZ CO COM 500754106 478586 13631 SH SOLE 0 0 13631 L3HARRIS TECHNOLOGIES INC COM 502431109 395805 1663 SH SOLE 151 0 1512 LOCKHEED MARTIN CORP COM 539830109 968321 1656 SH SOLE 87 0 1569 LOWES COS INC COM 548661107 1196982 4419 SH SOLE 339 0 4080 MARATHON PETE CORP COM 56585A102 301058 1848 SH SOLE 0 0 1848 MASTERCARD INCORPORATED CL A 57636Q104 467256 946 SH SOLE 215 0 731 MCDONALDS CORP COM 580135101 2012602 6609 SH SOLE 321 0 6288 MEDTRONIC PLC SHS G5960L103 250644 2784 SH SOLE 293 0 2491 MERCK & CO INC COM 58933Y105 1280257 11274 SH SOLE 730 0 10544 META PLATFORMS INC CL A 30303M102 7777718 13586 SH SOLE 902 0 12684 MICROCHIP TECHNOLOGY INC. COM 595017104 430401 5360 SH SOLE 215 0 5145 MICROSOFT CORP COM 594918104 14885390 34593 SH SOLE 1622 0 32971 MORGAN STANLEY COM NEW 617446448 1189557 11411 SH SOLE 150 0 11261 NETFLIX INC COM 64110L106 1912901 2697 SH SOLE 189 0 2508 NEXTERA ENERGY INC COM 65339F101 908049 10742 SH SOLE 654 0 10088 NIKE INC CL B 654106103 468339 5297 SH SOLE 290 0 5007 NORFOLK SOUTHN CORP COM 655844108 228283 918 SH SOLE 56 0 862 NUCOR CORP COM 670346105 419286 2788 SH SOLE 325 0 2463 NVIDIA CORPORATION COM 67066G104 16933307 139437 SH SOLE 9538 0 129899 ORACLE CORP COM 68389X105 362325 2126 SH SOLE 321 0 1805 PALANTIR TECHNOLOGIES INC CL A 69608A108 295294 7938 SH SOLE 300 0 7638 PALO ALTO NETWORKS INC COM 697435105 387601 1134 SH SOLE 209 0 925 PEPSICO INC COM 713448108 1306769 7684 SH SOLE 507 0 7177 PHILIP MORRIS INTL INC COM 718172109 477753 3935 SH SOLE 0 0 3935 PHILLIPS 66 COM 718546104 232579 1769 SH SOLE 136 0 1633 PIMCO CORPORATE & INCOME OPP COM 72201B101 342934 23831 SH SOLE 16031 0 7800 PNC FINL SVCS GROUP INC COM 693475105 331577 1793 SH SOLE 103 0 1690 PPL CORP COM 69351T106 829125 25064 SH SOLE 203 0 24861 PROCTER AND GAMBLE CO COM 742718109 2645742 15275 SH SOLE 404 0 14871 PROKIDNEY CORP CLASS A ORD SHS G7S53R104 39206 20420 SH SOLE 1000 0 19420 PRUDENTIAL FINL INC COM 744320102 1155457 9541 SH SOLE 936 0 8605 QUALCOMM INC COM 747525103 1261278 7417 SH SOLE 789 0 6628 RTX CORPORATION COM 75513E101 622753 5140 SH SOLE 630 0 4510 SALESFORCE INC COM 79466L302 643383 2350 SH SOLE 465 0 1885 SCHWAB CHARLES CORP COM 808513105 1341314 20696 SH SOLE 2344 0 18352 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 288051 5881 SH SOLE 4211 0 1670 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2809301 33234 SH SOLE 1890 0 31344 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 362763 3312 SH SOLE 46 0 3266 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 2669049 29524 SH SOLE 2000 0 27524 SELECT SECTOR SPDR TR ENERGY 81369Y506 2689368 30630 SH SOLE 3069 0 27561 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 4790481 105703 SH SOLE 8676 0 97027 SELECT SECTOR SPDR TR INDL 81369Y704 2784599 20559 SH SOLE 1467 0 19092 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1238207 27718 SH SOLE 3295 0 24423 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2341597 11686 SH SOLE 896 0 10790 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1777679 21417 SH SOLE 2029 0 19388 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2995116 19446 SH SOLE 1487 0 17959 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2377742 29434 SH SOLE 2522 0 26912 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 2020508 20963 SH SOLE 1883 0 19080 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 7494065 33194 SH SOLE 1683 0 31511 SERVICENOW INC COM 81762P102 744132 832 SH SOLE 25 0 807 SHOPIFY INC CL A 82509L107 740814 9244 SH SOLE 0 0 9244 SKYWORKS SOLUTIONS INC COM 83088M102 213343 2160 SH SOLE 0 0 2160 SOUTHERN CO COM 842587107 313386 3475 SH SOLE 512 0 2963 SPDR S&P 500 ETF TR TR UNIT 78462F103 522122 910 SH SOLE 242 0 668 SPOTIFY TECHNOLOGY S A SHS L8681T102 425652 1155 SH SOLE 0 0 1155 STARBUCKS CORP COM 855244109 415784 4264 SH SOLE 442 0 3822 TARGET CORP COM 87612E106 1136504 7292 SH SOLE 916 0 6376 TESLA INC COM 88160R101 2711533 10364 SH SOLE 703 0 9661 THERMO FISHER SCIENTIFIC INC COM 883556102 246965 399 SH SOLE 61 0 338 TWO HBRS INVT CORP COM 90187B804 287923 20743 SH SOLE 20743 0 0 UBER TECHNOLOGIES INC COM 90353T100 1140628 15176 SH SOLE 583 0 14593 UNION PAC CORP COM 907818108 206438 837 SH SOLE 28 0 809 UNITED PARCEL SERVICE INC CL B 911312106 2394222 17560 SH SOLE 922 0 16638 UNITEDHEALTH GROUP INC COM 91324P102 1981223 3388 SH SOLE 555 0 2833 VANGUARD INDEX FDS GROWTH ETF 922908736 406966 1060 SH SOLE 0 0 1060 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2105403 3990 SH SOLE 0 0 3990 VANGUARD INDEX FDS TOTAL STK MKT 922908769 439181 1551 SH SOLE 0 0 1551 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 242624 1225 SH SOLE 0 0 1225 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 245355 4646 SH SOLE 0 0 4646 VANGUARD WORLD FD INF TECH ETF 92204A702 1446358 2466 SH SOLE 104 0 2362 VERIZON COMMUNICATIONS INC COM 92343V104 2449922 54552 SH SOLE 1662 0 52890 VERTEX PHARMACEUTICALS INC COM 92532F100 349740 752 SH SOLE 57 0 695 VISA INC COM CL A 92826C839 1986424 7224 SH SOLE 229 0 6995 WALMART INC COM 931142103 3240722 40132 SH SOLE 1695 0 38437 WASTE MGMT INC DEL COM 94106L109 531701 2561 SH SOLE 77 0 2484 WELLS FARGO CO NEW COM 949746101 330352 5847 SH SOLE 116 0 5731