VALICENTI ADVISORY SERVICES INC - Portfolio overview

VALICENTI ADVISORY SERVICES INC has 83 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. SCHX - SCHWAB US LARGE-CAP, 8.38%
  2. AAPL - APPLE INC, 6.32%
  3. AMZN - AMAZON COM INC, 5.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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