Valicenti Advisory Services Inc Portfolio Holdings
Valicenti Advisory Services Inc
- $402 Million
- Q4 2024
Valicenti Advisory Services Inc has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $402 Million distributed in 72 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $31M, Apple Inc. with a value of $28.6M, Amazon Com Inc with a value of $27.9M, Microsoft Corp with a value of $22.6M, and Alphabet Inc. with a value of $17.1M.
Examining the 13F form we can see an increase of $12.2M in the current position value, from $389M to 402M.
Below you can find more details about Valicenti Advisory Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$402 Million
Technology: $103 Million
ETFs: $87 Million
Consumer Cyclical: $40.4 Million
Financial Services: $33.5 Million
Consumer Defensive: $32.5 Million
Healthcare: $30.9 Million
Communication Services: $30.5 Million
Industrials: $19.7 Million
Other: $19.3 Million