Fund HoldingsVALICENTI ADVISORY SERVICES INC

Total Portfolio Value
$372.5K
Total Bought
$26.2K
Total Sold
$34.4K
Net Transaction
-$8.2K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)0120,085+120,0850256.79%+25
PALO ALTO NETWORKS INC(PANW)08,364+8,364030.76%+3
MICROSOFT CORP(MSFT)51,53054,555+3,02522246.55%+3
AMAZON COM INC(AMZN)143,216147,481+4,26526297.65%+3
ALPHABET INC CLASS A(GOOG)96,21592,773-3,44215174.54%+2
NETFLIX INC(NFLX)02,916+2,916020.53%+2
THERMO FISHER SCIENTIFIC, INC.(TMO)6,42210,290+3,868461.53%+2
BROADCOM INC(AVGO)5,0035,249+246782.26%+2
VANECK PHARMACEUTICAL ETF
PHARMACEUTCL ETF
17,40535,060+17,655230.86%+2
JPMORGAN INTERN RESRCH ENH EQT
INTRNL RES EQT
024,218+24,218020.41%+2
LAMB WESTON HOLDINGS INC(LW)014,030+14,030010.32%+1
CORNING INC(GLW)130,388140,840+10,452451.47%+1
NEWMONT MINING CORP(NEM)202,432197,672-4,760782.22%+1
BP PLC ADR(BP)50,36080,070+29,710230.78%+1
WAL-MART STORES INC(WMT)154,716150,964-3,7529102.74%+1
INTUITIVE SURGICAL49,56832,455-17,11314143.88%+1
SCHWAB US LARGE-CAP442,785439,961-2,82427287.59%+1
NVIDIA CORP(NVDA)05,032+5,032010.17%+1
PHILIP MORRIS INTERNATIONAL IN(PM)8,92513,765+4,840110.37%+1
ASTRAZENECA PLC(AZN)77,72374,533-3,190561.56%+1
ISHARES GOLD ETF(IAU)012,075+12,075010.14%+1
VANGUARD MEGA CAP GROWTH INDEX29,70328,681-1,022992.42%0
JPMORGAN U.S. QUALITY FACTOR E
US QUALTY FCTR
100,405109,507+9,102561.56%0
BECTON, DICKSON AND COMPANY(BDX)01,600+1,600000.10%0
META PLATFORMS INC(META)0679+679000.09%0
RAYTHEON TECHNOLOGIES CO(RTX)93,36594,033+668992.53%0
SCHWAB US BROAD MARKET ETF187,300186,739-56111123.15%0
ALTRIA GROUP INC(MO)31,19636,076+4,880120.44%0
ISHARES GOLD ETF(IAU)05,800+5,800000.07%0
MONDELEZ INTERNATIONAL INC(MDLZ)6,38510,175+3,790010.18%0
GARMIN LTD(GRMN)15,31815,064-254220.66%0
BRITISH AMERICAN TOBACCO PLC(BTI)173,963176,438+2,475551.47%0
APPLIED MATERIALS INC5,0005,0000110.32%0
ROLLINS INC(ROL)40,15540,830+675220.53%0
ALPHABET INC CLASS C(GOOG)4,3804,364-16110.21%0
GOLDMAN SACHS GROUP INC(GS)3,8103,750-60220.46%0
ZSCALER INC(ZS)12,13012,670+540220.65%0
SCHWAB INTERNATIONAL EQUITY77,78881,559+3,771330.84%0
COCA-COLA CO(KO)29,65629,725+69220.51%0
MCDONALDS CORP(MCD)8,1219,132+1,011220.62%0
SCHWAB U.S. LARGE-CAP GROWTH E4,7144,672-42000.13%0
INVESCO QQQ TRUST9079070000.12%0
AMERICAN EXPRESS CO(AXP)15,76515,605-160440.97%0
SPDR S&P 500 ETF(SPY)2,4442,389-55110.35%0
SPDR GOLD MINISHARES(GLDM)29,72928,819-910110.36%0
SPDR S&P 600 SMALL CAP ETF
ST STR SP600 SML
37,68439,485+1,801220.44%0
CARETRUST REIT INC(CTRE)38,03037,155-875110.25%0
EXXON MOBIL CORP7,1967,1960110.22%-0
INDUSTRIAL SELECT SECTOR
ST STR INDL ETF
1,7001,650-50000.05%-0
CISCO SYSTEMS INC(CSCO)6,6846,694+10000.09%-0
MERCK & CO INC(MRK)1,6771,657-20000.06%-0
KENVUE INC92,978108,688+15,710220.53%-0
ZOETIS INC(ZTS)30,51929,634-885551.38%-0
INVESCO S&P 500 EQ WEIGHT HC
S&P500 EQL HLT
7,4967,010-486000.06%-0
TARGET CORP(TGT)2,4492,425-24000.10%-0
INVESCO KBW BANK ETF14,15012,250-1,900110.18%-0
CHEVRON CORP(CVX)57,27357,084-189992.40%-0
GE HEALTHCARE TECHNOLOGIES INC(GEHC)24,51127,216+2,705220.57%-0
PEPSICO INC(PEP)37,50739,038+1,531761.73%-0
KERING SA20,88518,425-2,460110.18%-0
ISHARES NASDAQ BIOTECH INDX18,05016,845-1,205220.62%-0
IBM CORP(IBM)11,64911,889+240220.55%-0
SPDR PORTFOLIO S&P 1500 COMPOS
ST STR PR SP1500
6,0003,125-2,875000.06%-0
WALT DISNEY CO(DIS)7,7397,673-66110.20%-0
VANGUARD HIGH DIVIDEND YIELD I3,7052,180-1,525000.07%-0
F.N.B. CORP(FNB)16,1250-16,12500-0
SECTOR SPDR ENERGY SELECT SHAR
ST STR ENERG ETF
34,40033,125-1,275330.81%-0
SCHWAB US DIVIDEND EQUITY ETF10,6557,860-2,795110.16%-0
UNION PACIFIC CORP(UNP)17,28017,465+185441.06%-0
SCHWAB US SMALL-CAP6,6820-6,68200-0
ISHARES NEW YORK MUNI BOND ETF6,6750-6,67500-0
VANGUARD DIVIDEND APPRECIATION2,0000-2,00000-0
CHEMUNG FINANCIAL CORP8,8300-8,83000-0
ADVANCED MICRO DEVICES(AMD)70,52275,690+5,16813123.30%-0
KEYCORP INC(KEY)201,225191,787-9,438330.73%-0
INVESCO S&P 500 EQ WT TECHNOLO
S&P500 EQL TEC
73,32057,908-15,412320.57%-0
VISA INC CL A(V)27,28727,252-35871.92%-0
VERIZON COMMUNICATIONS(VZ)246,382238,447-7,93510102.64%-1
PLANET FITNESS INC(PLNT)9,4500-9,45010-1
J.P. MORGAN CHASE & CO(JPM)76,14872,363-3,78515153.93%-1
ISHARES TR COMEX GOLD(IAU)16,4750-16,47510-1
NORTHROP GRUMMAN CORP(NOC)10,4879,784-703541.15%-1
LOWES COMPANIES INC(LOW)23,71123,447-264651.39%-1
TELEDYNE TECHNOLOGIES INC(TDY)8,9377,464-1,473430.78%-1
DOLLAR GENERAL CORP(DG)7,0560-7,05610-1
JPMORGAN DIVERSIFIED RETURN IN
DIV RTN INT EQ
25,9840-25,98410-1
WISDOM TREE JAPAN HEDGED EQUIT(WT)13,5100-13,51010-1
NEXTERA ENERGY INC(NEE)52,8530-52,85330-3
MEDTRONIC(MDT)61,5850-61,58550-5
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