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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 $329,045
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 447,416 $25,234 7.66%
2.
Apple Inc.
 AAPL 123,692 $23,814 7.23%
3.
Amazon Com Inc
 AMZN 144,219 $21,913 6.65%
4.
Microsoft Corp
 MSFT 51,238 $19,267 5.85%
5.
Jpmorgan Chase & Co
 JPM 79,767 $13,568 4.12%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)