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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 $388,877
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,324,510 $29,245 7.52%
2.
Apple Inc.
 AAPL 111,971 $24,872 6.4%
3.
Amazon Com Inc
 AMZN 124,165 $23,624 6.07%
4.
Microsoft Corp
 MSFT 53,811 $20,200 5.19%
5.
Jpmorgan Chase & Co
 JPM 56,865 $13,949 3.59%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)