Valicenti Advisory Services Inc Portfolio Holdings
Valicenti Advisory Services Inc
- $428 Million
- Q2 2025
Valicenti Advisory Services Inc has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $428 Million distributed in 73 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 $32.3M, Amazon Com Inc with a value of $27.2M, Microsoft Corp with a value of $26.9M, Apple Inc. with a value of $22.8M, and Jpmorgan Chase & CO with a value of $16.4M.
Examining the 13F form we can see an increase of $39.2M in the current position value, from $389M to 428M.
Below you can find more details about Valicenti Advisory Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$428 Million
Technology: $113 Million
ETFs: $95.2 Million
Consumer Cyclical: $43.2 Million
Financial Services: $37 Million
Consumer Defensive: $31.9 Million
Communication Services: $29.5 Million
Healthcare: $29.2 Million
Industrials: $23.5 Million
Other: $18.7 Million