Valicenti Advisory Services Inc Purchases in Q3 2025

Valicenti Advisory Services Inc

  • $466 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
252K
+ 149.37%
$21.69 - $23.34 $5.46M - $5.88M
421K $9.79M
COST
Costco Wholesale Corp

Consumer Defensive
4.57K
New
$915.95 - $994.57 $4.19M - $4.55M
4.57K $4.23M
UTES
Virtus Reaves Utilities ETF
41K
New
N/A
41K $3.42M
SCHX
Schwab Strategic Tr Us Large C

ETFs
18K
+ 1.36%
$24.46 - $26.5 $439K - $476K
1.34M $35.3M
ASML
Asml Holding Nv

Technology
2.71K
New
$689.63 - $968.09 $1.87M - $2.62M
2.71K $2.62M
MRVL
Marvell Technology, Inc.

Technology
20K
New
$62.31 - $84.07 $1.24M - $1.68M
20K $1.68M
IBM
International Business Machines Corp

Technology
6.28K
+ 55.28%
$234.77 - $292.47 $1.47M - $1.84M
17.6K $4.98M
NVDA
Nvidia Corp

Technology
183
+ 0.4%
$153.3 - $186.58 $28.1K - $34.1K
46.3K $8.63M
NOC
Northrop Grumman Corp

Industrials
44
+ 0.43%
$498.9 - $609.32 $22K - $26.8K
10.3K $6.3M
STZ
Constellation Brands, Inc.

Consumer Defensive
8.35K
New
$131.78 - $176.09 $1.1M - $1.47M
8.35K $1.12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.28K
+ 6.85%
$459.11 - $506.91 $586K - $647K
19.9K $10M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
11.6K
+ 45.9%
$69.02 - $73.57 $797K - $850K
36.7K $2.7M
MGK
Vanguard Mega Cap Growth ETF

ETFs
25
+ 0.1%
$362.31 - $405.74 $9.06K - $10.1K
24.1K $9.69M
TMO
Thermo Fisher Scientific Inc.

Healthcare
35
+ 0.34%
$404.94 - $499.99 $14.2K - $17.5K
10.3K $4.99M
SPGI
S&P Global Inc.

Financial Services
1.6K
New
$484.94 - $564.15 $776K - $903K
1.6K $779K
CVX
Chevron Corp

Energy
85
+ 0.14%
$145.57 - $161.83 $12.4K - $13.8K
59.3K $9.21M
PEP
Pepsico Inc

Consumer Defensive
173
+ 0.35%
$133.81 - $152.16 $23.1K - $26.3K
50K $7.02M
GLDM
World Gold Trust

ETFs
1.58K
+ 6.66%
$64.73 - $76.45 $102K - $121K
25.3K $1.94M
MRK
Merck & Co., Inc.

Healthcare
4.29K
New
$77.6 - $87.37 $333K - $375K
4.29K $360K
XOM
Exxon Mobil Corp

Energy
2.32K
+ 34.04%
$105.83 - $117.22 $246K - $272K
9.14K $1.03M
TRP
Tc Energy Corp

Energy
240
+ 0.48%
$46.58 - $54.41 $11.2K - $13.1K
50.2K $2.73M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
33.6K
+ 50.76%
$38.58 - $58.24 $1.3M - $1.96M
99.9K $3.91M
CTRE
Care Trust Reit, Inc.

Real Estate
878
+ 2.2%
$30.29 - $34.8 $26.6K - $30.6K
40.7K $1.41M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
1.32K
+ 6.24%
$81.55 - $85.33 $107K - $112K
22.4K $1.91M
ROL
Rollins Inc

Consumer Cyclical
1.01K
+ 2.42%
$55.05 - $58.74 $55.3K - $59K
42.6K $2.5M
MCD
Mcdonalds Corp

Consumer Cyclical
17
+ 0.14%
$291.67 - $316.99 $4.96K - $5.39K
12.1K $3.67M
PANW
Palo Alto Networks Inc

Technology
440
+ 2.26%
$167.06 - $208.19 $73.5K - $91.6K
19.9K $4.05M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.2K
+ 4.06%
$26.38 - $27.95 $31.6K - $33.5K
30.7K $838K
GE
General Electric CO

Industrials
25
+ 2.9%
$244.75 - $305.63 $6.12K - $7.64K
886 $267K
XLI
Industrial Sector Spdr

ETFs
55
+ 2.2%
$147.94 - $154.99 $8.14K - $8.52K
2.56K $395K
CSCO
Cisco Systems, Inc.

Technology
69
+ 1.03%
$66.2 - $71.79 $4.57K - $4.95K
6.74K $461K
PM
Philip Morris International Inc.

Consumer Defensive
231
+ 2.09%
$157.77 - $183.27 $36.4K - $42.3K
11.3K $1.83M
ZS
Zscaler, Inc.

Technology
7
+ 0.05%
$267.68 - $316.5 $1.87K - $2.22K
13.2K $3.96M
CRM
Salesforce, Inc.

Technology
418
+ 3.75%
$231.66 - $273.65 $96.8K - $114K
11.6K $2.74M
NFLX
Netflix Inc

Communication Services
69
+ 2.45%
$1147.87 - $1297.18 $79.2K - $89.5K
2.88K $3.46M
V
Visa Inc.

Financial Services
76
+ 0.3%
$332.09 - $358.86 $25.2K - $27.3K
25.3K $8.64M
Kenvue Inc
980
+ 0.84%
N/A
117K $1.91M
ISRG
Intuitive Surgical Inc

Healthcare
2.34K
+ 8.45%
$433.66 - $544.47 $1.01M - $1.27M
30K $13.4M
Activity Summary
Buys All Purchases 39 New Holdings 7 Increased Positions 32 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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