Fund HoldingsVALICENTI ADVISORY SERVICES INC

Total Portfolio Value
$401.6K
Total Bought
$39.2K
Total Sold
$39.7K
Net Transaction
-$498
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
VISA INC CL A(V)026,716+26,716082.10%+8
JPMORGAN SMALL MID CP ENH EQT
SMALL & MID CAP
0115,864+115,864071.74%+7
AMAZON COM INC(AMZN)129,959127,356-2,60324286.96%+4
ISHARES US MEDICAL DEVICES060,280+60,280040.88%+4
ADOBE SYSTEMS INC(ADBE)07,455+7,455030.83%+3
BAKER HUGHES CO. CLASS A(BKR)080,640+80,640030.82%+3
BROADCOM INC(AVGO)53,04553,065+209123.06%+3
ALPHABET INC CLASS A(GOOG)88,09190,126+2,03515174.25%+2
ROSS STORES INC(ROST)010,388+10,388020.39%+2
CORNING INC(GLW)131,516156,821+25,305671.86%+2
WAL-MART STORES INC(WMT)141,732139,262-2,47011133.13%+1
APPLE INC(AAPL)118,204114,284-3,92028297.13%+1
J.P. MORGAN CHASE & CO(JPM)67,14063,380-3,76014153.78%+1
NVIDIA CORP(NVDA)26,20228,867+2,665340.97%+1
SCHWAB US LARGE-CAP448,7091,337,246+888,53730317.72%+1
INTUITIVE SURGICAL31,27930,279-1,00015163.94%0
GARMIN LTD(GRMN)14,81414,674-140330.75%0
NETFLIX INC(NFLX)3,1822,898-284230.64%0
GOLDMAN SACHS GROUP INC(GS)3,7353,710-25220.53%0
SCHWAB US BROAD MARKET ETF190,517569,445+378,92813133.22%0
SECTOR SPDR ENERGY SELECT SHAR
ST STR ENERG ETF
33,55036,618+3,068330.78%0
PALO ALTO NETWORKS INC(PANW)8,36516,724+8,359330.76%0
BERKSHIRE HATHAWAY CL B16,34816,996+648881.92%0
SCHWAB US DIVIDEND EQUITY ETF6,91527,703+20,788110.19%0
TELEDYNE TECHNOLOGIES INC(TDY)7,4067,346-60330.85%0
BRITISH AMERICAN TOBACCO PLC(BTI)173,851178,547+4,696661.61%0
ALPHABET INC CLASS C(GOOG)4,3644,409+45110.21%0
INDUSTRIAL SELECT SECTOR
ST STR INDL ETF
1,7602,478+718000.08%0
SCHWAB U.S. LARGE-CAP GROWTH E4,83220,113+15,281110.14%0
SPDR GOLD MINISHARES(GLDM)27,25628,394+1,138110.37%0
SCHWAB INTERNATIONAL EQUITY81,494183,384+101,890330.84%0
ALTRIA GROUP INC(MO)36,07635,906-170220.47%0
VANGUARD MEGA CAP GROWTH INDEX25,98024,429-1,551882.09%0
CISCO SYSTEMS INC(CSCO)6,8206,535-285000.10%0
ISHARES GOLD ETF(IAU)4,4004,880+480000.06%0
INVESCO QQQ TRUST857848-9000.11%0
WALT DISNEY CO(DIS)7,1346,209-925110.17%0
ZSCALER INC(ZS)15,05614,297-759330.64%0
META PLATFORMS INC(META)679670-9000.10%0
ISHARES GOLD(IAU)12,07512,0750110.15%-0
PHILIP MORRIS INTERNATIONAL IN(PM)11,21511,262+47110.34%-0
JPMORGAN INTERN RESRCH ENH EQT
INTRNL RES EQT
24,60427,458+2,854220.40%-0
BECTON, DICKSON AND COMPANY(BDX)1,4751,4750000.08%-0
TARGET CORP(TGT)2,3252,525+200000.08%-0
SPDR S&P 500 ETF(SPY)1,9491,834-115110.27%-0
THALES SA F UNSPONSORED ADR 176,64082,376+5,736220.59%-0
EXXON MOBIL CORP7,0566,941-115110.19%-0
CARETRUST REIT INC(CTRE)30,26531,390+1,125110.21%-0
IBM CORP(IBM)11,88911,540-349330.63%-0
INVESCO S&P 500 EQ WT TECHNOLO
S&P500 EQL TEC
59,48156,531-2,950220.53%-0
MONDELEZ INTERNATIONAL INC(MDLZ)9,4259,300-125110.14%-0
MCDONALDS CORP(MCD)11,67911,756+77430.85%-0
KENVUE INC106,703108,455+1,752220.58%-0
APPLIED MATERIALS INC5,0005,0000110.20%-0
ISHARES NASDAQ BIOTECH INDX15,68015,610-70220.51%-0
INVESCO S&P 500 EQ WEIGHT HC
S&P500 EQL HLT
7,0180-7,01800-0
ROLLINS INC(ROL)40,70539,490-1,215220.46%-0
CHEVRON CORP(CVX)56,73855,769-969882.01%-0
PEPSICO INC(PEP)46,21849,666+3,448881.88%-0
NORTHROP GRUMMAN CORP(NOC)9,3379,808+471551.15%-0
COCA-COLA CO(KO)29,57528,729-846220.45%-0
UNION PACIFIC CORP(UNP)17,65416,914-740440.96%-0
GE HEALTHCARE TECHNOLOGIES INC(GEHC)27,42626,540-886320.52%-0
LOWES COMPANIES INC(LOW)23,15722,852-305661.40%-1
RAYTHEON TECHNOLOGIES CO(RTX)78,72976,590-2,1391092.21%-1
MICROSOFT CORP(MSFT)54,20053,628-57223235.63%-1
ASTRAZENECA PLC(AZN)75,80375,385-418651.23%-1
VERIZON COMMUNICATIONS(VZ)224,030224,209+1791092.23%-1
ZOETIS INC(ZTS)29,90628,884-1,022651.17%-1
THERMO FISHER SCIENTIFIC, INC.(TMO)10,1439,786-357651.27%-1
JPMORGAN U.S. QUALITY FACTOR
US QUALTY FCTR
154,284121,804-32,480971.74%-2
ADVANCED MICRO DEVICES(AMD)73,89973,882-171292.22%-3
VANECK PHARMACEUTICAL ETF
PHARMACEUTCL ETF
34,9950-34,99530-3
NEWMONT MINING CORP(NEM)184,362168,431-15,9311061.56%-4
BP PLC ADR(BP)114,9150-114,91540-4
VISA INC CL A(V)27,1880-27,18870-7
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