Valicenti Advisory Services Inc Portfolio Holdings
Valicenti Advisory Services Inc
- $466 Million
- Q3 2025
Valicenti Advisory Services Inc has filed its 13F form on October 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $466 Million distributed in 77 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 $35.3M, Apple Inc. with a value of $28.1M, Microsoft Corp with a value of $27.4M, Amazon Com Inc with a value of $25.4M, and Alphabet Inc. with a value of $19.4M.
Examining the 13F form we can see an increase of $38.2M in the current position value, from $428M to 466M.
Below you can find more details about Valicenti Advisory Services Inc portfolio as well as his latest detailed transactions.
Portfolio value
$466 Million
Technology: $132 Million
ETFs: $101 Million
Consumer Cyclical: $42.6 Million
Financial Services: $39.2 Million
Communication Services: $33.9 Million
Consumer Defensive: $30.8 Million
Healthcare: $27.9 Million
Industrials: $26.5 Million
Other: $21.7 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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