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Home > Institutional Investor > Valicenti Advisory Services Inc > Profile

Instuitional Investor - Valicenti Advisory Services Inc

Fund Profile
Filing Period:
Fund Name: Valicenti Advisory Services Inc
Portfolio Value $401,602
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,337,246 $30,997 7.71%
2.
Apple Inc.
 AAPL 114,284 $28,619 7.12%
3.
Amazon Com Inc
 AMZN 127,356 $27,941 6.95%
4.
Microsoft Corp
 MSFT 53,628 $22,604 5.62%
5.
Alphabet Inc.
 GOOGL 90,126 $17,061 4.24%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)