Valicenti Advisory Services Inc Portfolio Holdings
Valicenti Advisory Services Inc
- $389 Million
- Q3 2024
Valicenti Advisory Services Inc has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $389 Million distributed in 70 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 $30.4M, Apple Inc. with a value of $27.5M, Amazon Com Inc with a value of $24.2M, Microsoft Corp with a value of $23.3M, and Intuitive Surgical Inc with a value of $15.4M.
Examining the 13F form we can see an increase of $16.9M in the current position value, from $372M 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: $96.5 Million
ETFs: $80.7 Million
Consumer Cyclical: $36.1 Million
Healthcare: $33.7 Million
Consumer Defensive: $32 Million
Financial Services: $31 Million
Communication Services: $28.7 Million
Industrials: $21.2 Million
Other: $23.6 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|