VALICENTI ADVISORY SERVICES INC

Q1 2025 13F Holdings

  • Location
    elmira, NY
  • Num holdings

    71

  • Value ($000)

    $389

  • Date Filed
    04/23/2025
  • Form type
    13F-HR
  • CIK
    0001080201
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHX
SCHX

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$29.25K
8 %

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111,971

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$23.62K
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124,165

MSFT
MSFT

MICROSOFT CORP

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$20.20K
5 %

53,811

JPM
JPM

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COM
$13.95K
4 %

56,865

ISRG
ISRG

INTUITIVE SURGICAL

COM
$13.79K
4 %

27,844

JQUA
JQUA

JPMORGAN U.S. QUALITY FACTOR E

ETF
$13.62K
4 %

241,184

GOOGL
GOOGL

ALPHABET INC CLASS A

COM
$13.05K
3 %

84,361

SCHB
SCHB

SCHWAB US BROAD MARKET ETF

ETF
$12.81K
3 %

594,866

WMT
WMT

WAL-MART STORES INC

COM
$12.18K
3 %

138,720

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