Fund HoldingsVALICENTI ADVISORY SERVICES INC

Total Portfolio Value
$477.9K
Total Bought
$24.3K
Total Sold
$38.1K
Net Transaction
-$13.8K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES US MEDICAL DEVICES ETF094,525+94,525061.23%+6
ALPHABET INC CLASS A(GOOG)79,61079,300-31019255.19%+5
SCHWAB INTERNATIONAL EQUITY420,511562,453+141,94210142.83%+4
INTUITIVE SURGICAL29,96229,826-13613173.53%+3
APPLE INC(AAPL)110,305110,302-328306.27%+2
AMAZON COM INC(AMZN)115,746116,472+72625275.63%+1
RAYTHEON TECHNOLOGIES CO(RTX)75,43775,802+36513142.91%+1
NEWMONT MINING CORP(NEM)86,52184,461-2,060781.76%+1
ADVANCED MICRO DEVICES(AMD)70,78458,688-12,09611132.63%+1
ASTRAZENECA PLC(AZN)60,69661,796+1,100561.19%+1
WALMART INC(WMT)125,228124,156-1,07213142.89%+1
BROADCOM INC(AVGO)46,24346,202-4115163.35%+1
JPMORGAN U.S. QUALITY FACTOR E
US QUALTY FCTR
217,151227,203+10,05214143.00%+1
SCHWAB US BROAD MARKET ETF555,556570,286+14,73014153.13%+1
SCHWAB US LARGE-CAP1,338,6851,331,671-7,01435367.50%+1
ASML HLDG N V F SPONSORED ADR
N Y REGISTRY SHS
2,7052,822+117330.63%0
J.P. MORGAN CHASE & CO(JPM)53,43153,536+10517173.61%0
ALPHABET INC CLASS C(GOOG)4,1094,433+324110.29%0
COSTCO WHOLESALE CORP(COST)4,5735,315+742450.96%0
TECHNOLOGY SPDR
ST STR TECHN ETF
02,424+2,424000.07%0
ROSS STORES INC(ROST)10,73510,710-25220.40%0
ISHARES NASDAQ BIOTECH INDX13,92513,520-405220.48%0
SALESFORCE.COM INC11,55211,352-200330.63%0
NVIDIA CORP(NVDA)46,26047,704+1,444991.86%0
VISA INC CL A(V)25,29525,327+32991.86%0
IBM CORP(IBM)17,64017,625-15551.09%0
APPLIED MATERIALS INC5,0004,925-75110.26%0
GOLDMAN SACHS GROUP INC(GS)3,6063,541-65330.65%0
MCDONALDS CORP(MCD)12,05912,771+712440.82%0
VANGUARD S&P 500 ETF0374+374000.05%0
INVESCO QQQ TRUST8011,141+340010.15%0
FINANCIAL SPDR
ST STR FINL ETF
03,998+3,998000.05%0
VANECK GOLD MINERS ETF02,500+2,500000.04%0
CHEMUNG FINANCIAL CORP03,730+3,730000.04%0
INVESCO INSURED NY MUNI BOND P09,220+9,220000.04%0
GLDMN SCH EQL WGHT US LRG CAP22,43524,824+2,389220.44%0
EXXON MOBIL CORP9,1369,999+863110.25%0
JPMORGAN INTERN RESRCH ENH EQT
INTRNL RES EQT
36,71138,102+1,391330.60%0
ROLLINS INC(ROL)42,59543,865+1,270330.55%0
CONSTELLATION BRAND CL A(STZ)8,3508,945+595110.26%0
MERCK & CO INC(MRK)4,2874,272-15000.09%0
SPDR S&P 500 ETF(SPY)1,7591,838+79110.26%0
TC ENERGY CORP(TRP)50,19550,990+795330.59%0
COCA-COLA CO(KO)27,13426,689-445220.39%0
INVESCO S&P 500 EQ WT TECHNOLO
S&P500 EQL TEC
55,87656,125+249230.53%0
CISCO SYSTEMS INC(CSCO)6,7416,7410010.11%0
CORNING INC(GLW)150,603141,743-8,86012122.60%0
S&P GLOBAL INC(SPGI)1,6001,6000110.17%0
BERKSHIRE HATHAWAY CL B19,91020,001+9110102.10%0
ISHARES GOLD ETF(IAU)4,5054,5050000.08%0
INDUSTRIAL SELECT SECTOR
ST STR INDL ETF
2,5582,788+230000.09%0
PEPSICO INC(PEP)49,95249,087-865771.47%0
WALT DISNEY CO(DIS)2,1002,344+244000.06%0
META PLATFORMS INC(META)603710+107000.10%0
MARVELL TECHNOLOGY INC(MRVL)19,95519,920-35220.35%0
BECTON DICKSON AND COMPANY(BDX)1,4751,4750000.06%0
GE AEROSPACE(GE)8868860000.06%0
SCHWAB U.S. LARGE-CAP GROWTH E19,60018,752-848110.13%-0
PHILIP MORRIS INTERNATIONAL IN(PM)11,28811,278-10220.38%-0
SCHWAB US DIVIDEND EQUITY ETF30,70529,275-1,430110.17%-0
MONDELEZ INTERNATIONAL INC(MDLZ)8,1037,843-260100.09%-0
SECTOR SPDR ENERGY SELECT SHAR
ST STR ENERG ETF
37,61872,966+35,348330.68%-0
VIRTUS REAVES UTILITIES ETF
VIRTUS REAVES UT
41,00041,795+795330.69%-0
CHEVRON CORP(CVX)59,29959,345+46991.89%-0
UNION PACIFIC CORP(UNP)16,51816,158-360440.78%-0
ALTRIA GROUP INC(MO)21,07221,213+141110.26%-0
TELEDYNE TECHNOLOGIES INC(TDY)6,9467,607+661440.81%-0
LOWE'S COMPANIES INC(LOW)21,87721,477-400551.08%-0
PALO ALTO NETWORKS INC(PANW)19,88320,102+219440.77%-0
CARETRUST REIT INC(CTRE)40,74729,105-11,642110.22%-0
NORTHROP GRUMMAN CORP(NOC)10,34410,279-65661.23%-0
SPDR GOLD MINISHARES(GLDM)25,32017,182-8,138210.31%-0
NETFLIX INC(NFLX)2,88331,315+28,432330.61%-1
THALES SA F UNSPONSORED ADR 154,82354,228-595330.61%-1
GARMIN LTD(GRMN)14,13914,019-120330.60%-1
VERIZON COMMUNICATIONS(VZ)214,066215,174+1,108991.83%-1
ZSCALER INC(ZS)13,20114,378+1,177430.68%-1
ZOETIS INC(ZTS)28,68026,368-2,312430.69%-1
VANGUARD MEGA CAP GROWTH INDEX24,07720,853-3,2241091.80%-1
MICROSOFT CORP(MSFT)52,95553,515+56027265.42%-2
KENVUE INC117,4120-117,41220-2
CHIPOTLE MEXICAN GRILL INC(CMG)99,8500-99,85040-4
THERMO FISHER SCIENTIFIC INC(TMO)10,2800-10,28050-5
GE HEALTHCARE TECHNOLOGIES INC(GEHC)68,1070-68,10750-5
Page 1 of 1