VALICENTI ADVISORY SERVICES INC

Q2 2025 13F Holdings

  • Location
    elmira, NY
  • Num holdings

    73

  • Value ($000)

    $428

  • Date Filed
    07/16/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SCHX
SCHX

SCHWAB US LARGE-CAP

ETF
808524201
$32.28K
8 %

1,320,728

AMZN
AMZN

AMAZON COM INC

COM
023135106
$27.20K
6 %

123,980

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$26.94K
6 %

54,153

AAPL
AAPL

APPLE INC

COM
037833100
$22.78K
5 %

111,025

JPM
JPM

J.P. MORGAN CHASE & CO

COM
46625H100
$16.44K
4 %

56,714

ISRG
ISRG

INTUITIVE SURGICAL

COM
46120E602
$15.01K
4 %

27,627

GOOGL
GOOGL

ALPHABET INC CLASS A

COM
02079K305
$14.98K
4 %

85,005

JQUA
JQUA

JPMORGAN U.S. QUALITY FACTOR E

ETF
46641Q761
$14.76K
3 %

245,809

AVGO
AVGO

BROADCOM INC

COM
11135F101
$14.49K
3 %

52,563

SCHB
SCHB

SCHWAB US BROAD MARKET ETF

ETF
808524102
$14.20K
3 %

595,867

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