Fund HoldingsVALICENTI ADVISORY SERVICES INC

Total Portfolio Value
$329.0K
Total Bought
$45.5K
Total Sold
$39.1K
Net Transaction
+$6.4K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
BROADCOM INC(AVGO)04,935+4,935061.67%+6
ADVANCED MICRO DEVICES(AMD)54,08272,297+18,2156113.24%+5
SCHWAB US LARGE-CAP422,185447,416+25,23121257.67%+4
AMAZON COM INC(AMZN)146,401144,219-2,18219226.66%+3
MICROSOFT CORP(MSFT)51,40751,238-16916195.86%+3
INVESCO S&P 500 EQUAL WT CONSU
S&P500 EQL DIS
063,630+63,630030.92%+3
AMERICAN EXPRESS CO(AXP)014,430+14,430030.82%+3
APPLE INC(AAPL)124,760123,692-1,06821247.24%+2
INVESCO S&P 500 EQ WT TECHNOLO
S&P500 EQL TEC
075,064+75,064020.74%+2
MCDONALDS CORP(MCD)07,620+7,620020.69%+2
J.P. MORGAN CHASE & CO(JPM)79,89179,767-12412144.12%+2
VERIZON COMMUNICATIONS(VZ)224,126242,791+18,665792.78%+2
INTUITIVE SURGICAL102,431103,158+72713154.49%+2
VANGUARD MEGA CAP GROWTH INDEX26,42330,077+3,654682.37%+2
ROCKWELL AUTOMATION INC(ROK)7856,365+5,580020.60%+2
NEWMONT MINING CORP(NEM)169,709188,762+19,053682.37%+2
VISA INC CL A(V)25,53327,128+1,595672.15%+1
FRANKLIN FTSE JAPAN ETF
FTSE JAPAN ETF
042,225+42,225010.36%+1
SCHWAB US BROAD MARKET ETF187,631187,534-979103.17%+1
LOWES COMPANIES INC(LOW)20,54023,732+3,192451.61%+1
NEXTERA ENERGY INC(NEE)46,15060,038+13,888341.11%+1
RAYTHEON TECHNOLOGIES CO(RTX)88,64786,520-2,127672.21%+1
ZOETIS INC(ZTS)28,90629,771+865561.79%+1
UNION PACIFIC CORP(UNP)16,95017,410+460341.30%+1
THERMO FISHER SCIENTIFIC, INC.(TMO)5,2926,370+1,078331.03%+1
INDUSTRIAL SELECT SECTOR
ST STR INDL ETF
06,135+6,135010.21%+1
SPDR GOLD MINISHARES(GLDM)28,67242,192+13,520120.52%+1
ALPHABET INC CLASS A(GOOG)94,80593,560-1,24512133.97%+1
SPDR S&P OIL & GAS EXPLORATION04,025+4,025010.17%+1
TELEDYNE TECHNOLOGIES INC(TDY)8,7639,005+242441.22%0
GE HEALTHCARE TECHNOLOGIES INC(GEHC)22,89924,584+1,685220.58%0
NORTHROP GRUMMAN CORP(NOC)10,24010,315+75551.47%0
INVESCO DYNAMIC FOOD & BEVERAG
FOOD & BEVERAGE
06,050+6,050000.08%0
SCHWAB INTERNATIONAL EQUITY76,28877,572+1,284330.87%0
PLANET FITNESS INC(PLNT)9,9609,780-180010.22%0
DOLLAR GENERAL CORP(DG)7,7207,556-164110.31%0
TRANE TECHNOLOGIES PLC(TT)0850+850000.06%0
INVESCO BULLETSHARES 2030 MUNI08,950+8,950000.06%0
INVESCO BULLETSHARES 2031 MUNI09,300+9,300000.06%0
INVESCO BULLETSHARES 2028 MUNI08,425+8,425000.06%0
INVESCO BULLETSHARES 2029 MUNI08,525+8,525000.06%0
INTL BUSINESS MACHINES(IBM)12,36111,799-562220.59%0
GOLDMAN SACHS GROUP INC(GS)4,0103,845-165110.45%0
SPDR S&P 600 SMALL CAP ETF
ST STR SP600 SML
35,56235,034-528110.45%0
CARETRUST REIT INC(CTRE)43,11045,845+2,735110.31%0
APPLIED MATERIALS INC5,0005,0000110.25%0
JPMORGAN DIVERSIFIED RETURN IN
DIV RTN INT EQ
24,42224,916+494110.41%0
COCA-COLA CO(KO)30,15629,966-190220.54%0
TARGET CORP(TGT)2,7002,630-70000.11%0
ISHARES TR COMEX GOLD(IAU)16,87516,8750110.20%0
ALTRIA GROUP INC(MO)28,25130,906+2,655110.38%0
WALT DISNEY CO(DIS)7,9297,709-220110.21%0
PHILIP MORRIS INTERNATIONAL IN(PM)9,0999,439+340110.27%0
F.N.B. CORP(FNB)15,00015,0000000.06%0
INVESCO QQQ TRUST8878870000.11%0
SCHWAB U.S. LARGE-CAP GROWTH E4,7924,713-79000.12%0
ALPHABET INC CLASS C(GOOG)4,0604,0600110.17%0
SCHWAB US DIVIDEND EQUITY ETF4,0504,125+75000.10%0
SPDR S&P 500 ETF(SPY)2,5632,357-206110.34%0
WAL-MART STORES INC(WMT)54,91855,852+934992.68%0
ISHARES NEW YORK MUNI BOND ETF6,6756,6750000.11%0
INVESCO S&P 500 EQ WEIGHT HC
S&P500 EQL HLT
7,8337,588-245000.07%0
MERCK & CO INC(MRK)1,9951,975-20000.07%0
PIMCO ETF TRUST
0-5 HIGH YIELD
3,5223,407-115000.10%-0
CISCO SYSTEMS INC(CSCO)6,4786,4780000.10%-0
MONDELEZ INTERNATIONAL INC(MDLZ)6,9806,385-595000.14%-0
PIMCO INVESTMENT GRADE CORP BO
INV GRD CRP BD
9,3078,467-840110.25%-0
KERING SA21,51521,385-130110.29%-0
KENVUE INC78,39371,023-7,370220.46%-0
CORNING INC(GLW)133,783131,458-2,325441.22%-0
PEPSICO INC(PEP)27,49526,900-595551.39%-0
HESS CORP11,54011,406-134220.50%-0
MEDTRONIC(MDT)66,79861,789-5,009551.55%-0
EXXON MOBIL CORP8,8858,665-220110.26%-0
KEYCORP INC(KEY)290,503203,975-86,528330.89%-0
VANECK PHARMACEUTICAL ETF
PHARMACEUTCL ETF
79,51474,091-5,423661.83%-0
BRITISH AMERICAN TOBACCO PLC(BTI)168,051160,899-7,152551.43%-1
SECTOR SPDR ENERGY SELECT SHAR
ST STR ENERG ETF
35,63531,620-4,015330.81%-1
NIKE INC(NKE)11,1370-11,13710-1
CHEVRON CORP(CVX)56,64454,648-1,9961082.48%-1
ABB LTD48,9050-48,90520-2
PAYPAL HOLDINGS INC(PYPL)39,3030-39,30320-2
GARMIN LTD(GRMN)43,48015,443-28,037520.60%-3
ASTEC INDUSTRIES INC60,0130-60,01330-3
ISHARES NASDAQ BIOTECH INDX52,59719,610-32,987630.81%-4
VMWARE INC38,2200-38,22060-6
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