Valicenti Advisory Services Inc Portfolio Holdings
Valicenti Advisory Services Inc
- $389 Million
- Q1 2025
Valicenti Advisory Services Inc has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $389 Million distributed in 71 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 $29.2M, Apple Inc. with a value of $24.9M, Amazon Com Inc with a value of $23.6M, Microsoft Corp with a value of $20.2M, and Jpmorgan Chase & CO with a value of $13.9M.
Examining the 13F form we can see an decrease of $12.7M in the current position value, from $402M to 389M.
Below you can find more details about Valicenti Advisory Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$389 Million
Technology: $94.5 Million
ETFs: $87.2 Million
Consumer Cyclical: $39.5 Million
Financial Services: $34.2 Million
Consumer Defensive: $33 Million
Healthcare: $29.4 Million
Communication Services: $26.8 Million
Industrials: $21.9 Million
Other: $19.6 Million