Valicenti Advisory Services Inc Purchases in Q1 2025

Valicenti Advisory Services Inc

  • $389 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
25K
New
$306.92 - $362.71 $7.68M - $9.07M
25K $8.77M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
119K
+ 98.01%
$55.41 - $60.74 $6.61M - $7.25M
241K $13.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
66.1K
New
$47.79 - $59.89 $3.16M - $3.96M
66.1K $3.32M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
716
+ 4.21%
$442.66 - $534.52 $317K - $383K
17.7K $9.43M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
26.3K
+ 43.62%
$58.32 - $65.09 $1.53M - $1.71M
86.6K $5.21M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
20.8K
New
$74.34 - $81.0 $1.55M - $1.69M
20.8K $1.58M
NVDA
Nvidia Corp

Technology
14.4K
+ 49.76%
$106.98 - $149.43 $1.54M - $2.15M
43.2K $4.69M
AZN
Astrazeneca PLC

Healthcare
95
+ 0.13%
$65.37 - $77.96 $6.21K - $7.41K
75.5K $5.55M
NOC
Northrop Grumman Corp

Industrials
278
+ 2.83%
$433.45 - $513.82 $120K - $143K
10.1K $5.16M
XLE
Energy Sector Spdr

ETFs
1.29K
+ 3.52%
$85.7 - $93.96 $111K - $121K
37.9K $3.54M
NFLX
Netflix Inc

Communication Services
235
+ 8.11%
$828.4 - $1058.6 $195K - $249K
3.13K $2.92M
MCD
Mcdonalds Corp

Consumer Cyclical
181
+ 1.54%
$279.74 - $321.29 $50.6K - $58.2K
11.9K $3.73M
BKR
Baker Hughes CO

Energy
1.85K
+ 2.29%
$41.16 - $48.85 $75.9K - $90.1K
82.5K $3.63M
PANW
Palo Alto Networks Inc

Technology
2.52K
+ 15.06%
$167.82 - $208.28 $423K - $525K
19.2K $3.28M
ADBE
Adobe Inc.

Technology
1.55K
+ 20.82%
$377.84 - $464.11 $586K - $720K
9.01K $3.45M
CTRE
Care Trust Reit, Inc.

Real Estate
1.76K
+ 5.61%
$24.93 - $29.13 $43.9K - $51.3K
33.2K $947K
XOM
Exxon Mobil Corp

Energy
87
+ 1.25%
$105.44 - $118.93 $9.17K - $10.3K
7.03K $836K
CSCO
Cisco Systems, Inc.

Technology
295
+ 4.51%
$58.74 - $64.87 $17.3K - $19.1K
6.83K $421K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
416
+ 1.5%
$27.01 - $28.54 $11.2K - $11.9K
28.1K $786K
XLI
Industrial Sector Spdr

ETFs
25
+ 1.01%
$128.78 - $141.67 $3.22K - $3.54K
2.5K $328K
PEP
Pepsico Inc

Consumer Defensive
584
+ 1.18%
$142.64 - $156.42 $83.3K - $91.3K
50.3K $7.53M
SCHG
Schwab Strategic Tr Us Large C

ETFs
115
+ 0.57%
$24.91 - $29.02 $2.86K - $3.34K
20.2K $507K
TMO
Thermo Fisher Scientific Inc.

Healthcare
332
+ 3.39%
$497.6 - $606.74 $165K - $201K
10.1K $5.04M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
25.4K
+ 4.46%
$21.23 - $23.75 $540K - $604K
595K $12.8M
RYT
Invesco S&P 500 Equal Weight T

ETFs
632
+ 1.12%
N/A
57.2K $1.96M
ROST
Ross Stores, Inc.

Consumer Cyclical
305
+ 2.94%
$123.3 - $154.95 $37.6K - $47.3K
10.7K $1.37M
AMD
Advanced Micro Devices Inc

Technology
2.94K
+ 3.98%
$96.63 - $129.55 $284K - $381K
76.8K $7.89M
MSFT
Microsoft Corp

Technology
183
+ 0.34%
$375.39 - $447.2 $68.7K - $81.8K
53.8K $20.2M
AVGO
Broadcom Inc.

Technology
3.36K
+ 6.34%
$167.43 - $244.7 $563K - $823K
56.4K $9.45M
Activity Summary
Buys All Purchases 30 New Holdings 3 Increased Positions 27 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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