Valicenti Advisory Services Inc Purchases in Q4 2025

Valicenti Advisory Services Inc

  • $478 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IHI
Ishares Tr Dow Jones Us Medica

ETFs
94.5K
New
$58.83 - $63.18 $5.56M - $5.97M
94.5K $5.88M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
142K
+ 33.75%
$23.02 - $24.23 $3.27M - $3.44M
562K $13.5M
AMZN
Amazon Com Inc

Consumer Cyclical
726
+ 0.63%
$213.04 - $254.0 $155K - $184K
116K $26.9M
RTX
Raytheon Technologies Corp

Industrials
365
+ 0.48%
$157.0 - $179.44 $57.3K - $65.5K
75.8K $13.9M
AZN
Astrazeneca PLC

Healthcare
1.1K
+ 1.81%
$81.15 - $89.4 $89.3K - $98.3K
61.8K $5.68M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
10.1K
+ 4.63%
$61.42 - $63.67 $617K - $640K
227K $14.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14.7K
+ 2.65%
$25.2 - $26.46 $371K - $390K
570K $15M
ASML
Asml Holding Nv

Technology
117
+ 4.33%
$936.19 - $1075.45 $110K - $126K
2.82K $3.02M
JPM
Jpmorgan Chase & CO

Financial Services
105
+ 0.2%
$294.11 - $320.41 $30.9K - $33.6K
53.5K $17.3M
GOOG
Alphabet Inc.

Communication Services
324
+ 7.89%
$237.49 - $291.74 $76.9K - $94.5K
4.43K $1.39M
XLK
Technology Sector Spdr

ETFs
2.42K
New
$278.39 - $304.13 $675K - $737K
2.42K $349K
NVDA
Nvidia Corp

Technology
1.44K
+ 3.12%
$179.83 - $207.04 $260K - $299K
47.7K $8.9M
V
Visa Inc.

Financial Services
32
+ 0.13%
$325.75 - $352.42 $10.4K - $11.3K
25.3K $8.88M
MCD
Mcdonalds Corp

Consumer Cyclical
712
+ 5.9%
$293.81 - $310.11 $209K - $221K
12.8K $3.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
374
New
$600.51 - $631.95 $225K - $236K
374 $235K
QQQ
Invesco Qqq Trust, Series 1

ETFs
340
+ 42.45%
$589.5 - $635.77 $200K - $216K
1.14K $701K
XLF
Financial Sector Spdr

ETFs
4K
New
$51.76 - $53.77 $207K - $215K
4K $219K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.5K
New
$68.28 - $84.44 $171K - $211K
2.5K $214K
CHMG
Chemung Financial Corp

Financial Services
3.73K
New
$50.04 - $53.1 $187K - $198K
3.73K $208K
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
9.22K
New
$22.27 - $22.59 $205K - $208K
9.22K $206K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2.39K
+ 10.65%
$83.21 - $86.32 $199K - $206K
24.8K $2.11M
XOM
Exxon Mobil Corp

Energy
863
+ 9.45%
$110.64 - $119.78 $95.5K - $103K
10K $1.2M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.39K
+ 3.79%
$72.75 - $76.17 $101K - $106K
38.1K $2.85M
ROL
Rollins Inc

Consumer Cyclical
1.27K
+ 2.98%
$53.87 - $59.67 $68.4K - $75.8K
43.9K $2.63M
STZ
Constellation Brands, Inc.

Consumer Defensive
595
+ 7.13%
$127.65 - $142.97 $76K - $85.1K
8.95K $1.23M
SPY
Spdr S&P 500 ETF Trust

ETFs
79
+ 4.49%
$653.02 - $687.39 $51.6K - $54.3K
1.84K $1.25M
TRP
Tc Energy Corp

Energy
795
+ 1.58%
$49.79 - $55.23 $39.6K - $43.9K
51K $2.81M
RYT
Invesco S&P 500 Equal Weight T

ETFs
249
+ 0.45%
N/A
56.1K $2.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
91
+ 0.46%
$475.68 - $513.11 $43.3K - $46.7K
20K $10.1M
XLI
Industrial Sector Spdr

ETFs
230
+ 8.99%
$149.9 - $155.79 $34.5K - $35.8K
2.79K $432K
DIS
Walt Disney CO

Communication Services
244
+ 11.62%
$105.69 - $116.65 $25.8K - $28.5K
2.34K $267K
META
Meta Platforms, Inc.

Communication Services
107
+ 17.74%
$609.01 - $751.67 $65.2K - $80.4K
710 $469K
XLE
Energy Sector Spdr

ETFs
35.3K
+ 93.97%
$85.22 - $92.02 $3.01M - $3.25M
73K $3.26M
UTES
Virtus Reaves Utilities ETF
795
+ 1.94%
N/A
41.8K $3.3M
CVX
Chevron Corp

Energy
46
+ 0.08%
$148.9 - $157.72 $6.85K - $7.26K
59.3K $9.05M
MO
Altria Group, Inc.

Consumer Defensive
141
+ 0.67%
$56.38 - $66.65 $7.95K - $9.4K
21.2K $1.22M
TDY
Teledyne Technologies Inc

Technology
661
+ 9.52%
$501.23 - $593.62 $331K - $392K
7.61K $3.89M
PANW
Palo Alto Networks Inc

Technology
219
+ 1.1%
$204.77 - $221.38 $44.8K - $48.5K
20.1K $3.7M
NFLX
Netflix Inc

Communication Services
28.4K
+ 986.19%
$110.29 - $1241.35 $3.14M - $35.3M
31.3K $2.94M
VZ
Verizon Communications Inc

Communication Services
1.11K
+ 0.52%
$38.4 - $43.83 $42.5K - $48.6K
215K $8.76M
ZS
Zscaler, Inc.

Technology
1.18K
+ 8.92%
$292.75 - $336.27 $345K - $396K
14.4K $3.23M
MSFT
Microsoft Corp

Technology
560
+ 1.06%
$496.82 - $542.07 $278K - $304K
53.5K $25.9M
Activity Summary
Buys All Purchases 43 New Holdings 7 Increased Positions 36 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Valicenti Advisory Services Inc Portfolio

Follow Valicenti Advisory Services Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valicenti Advisory Services Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valicenti Advisory Services Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email