Valicenti Advisory Services as of March 31, 2018
Portfolio Holdings for Valicenti Advisory Services
Valicenti Advisory Services holds 62 positions in its portfolio as reported in the March 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Amazon (AMZN) | 7.8 | $17M | 12k | 1447.32 | |
Apple (AAPL) | 5.2 | $11M | 65k | 167.78 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 4.8 | $10M | 163k | 63.08 | |
iShares NASDAQ Biotechnology Index (IBB) | 4.8 | $10M | 96k | 106.73 | |
Verizon Communications (VZ) | 4.6 | $9.8M | 204k | 47.82 | |
Intuitive Surgical (ISRG) | 3.1 | $6.7M | 16k | 412.84 | |
Northrop Grumman Corporation (NOC) | 3.1 | $6.5M | 19k | 349.11 | |
Lowe's Companies (LOW) | 2.9 | $6.1M | 70k | 87.75 | |
Zoetis Inc Cl A (ZTS) | 2.8 | $6.0M | 72k | 83.51 | |
Intel Corporation (INTC) | 2.8 | $5.9M | 113k | 52.08 | |
Medtronic (MDT) | 2.6 | $5.5M | 69k | 80.23 | |
Corning Incorporated (GLW) | 2.5 | $5.3M | 189k | 27.88 | |
Schwab International Equity ETF (SCHF) | 2.5 | $5.3M | 156k | 33.71 | |
Alphabet Inc Class A cs (GOOGL) | 2.4 | $5.1M | 4.9k | 1037.04 | |
International Business Machines (IBM) | 2.1 | $4.4M | 29k | 153.44 | |
Altria (MO) | 2.1 | $4.4M | 70k | 62.32 | |
At&t (T) | 2.0 | $4.2M | 118k | 35.65 | |
Fortune Brands (FBIN) | 1.9 | $4.0M | 67k | 58.89 | |
Pepsi (PEP) | 1.9 | $3.9M | 36k | 109.14 | |
Schlumberger (SLB) | 1.8 | $3.8M | 59k | 64.78 | |
CVS Caremark Corporation (CVS) | 1.8 | $3.8M | 61k | 62.20 | |
Garmin (GRMN) | 1.8 | $3.8M | 64k | 58.92 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $3.6M | 33k | 109.98 | |
Rio Tinto (RIO) | 1.7 | $3.6M | 70k | 51.53 | |
Goldman Sachs (GS) | 1.6 | $3.5M | 14k | 251.87 | |
Elmira Savings Bank | 1.6 | $3.4M | 165k | 20.50 | |
Nike (NKE) | 1.5 | $3.3M | 49k | 66.44 | |
Discover Financial Services (DFS) | 1.5 | $3.2M | 45k | 71.93 | |
Palo Alto Networks (PANW) | 1.5 | $3.2M | 18k | 181.53 | |
Chevron Corporation (CVX) | 1.5 | $3.1M | 27k | 114.05 | |
United Technologies Corporation | 1.4 | $3.0M | 24k | 125.81 | |
Powershares Etf Tr Ii cmn | 1.4 | $3.0M | 53k | 56.70 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 1.3 | $2.8M | 75k | 37.55 | |
Exxon Mobil Corporation (XOM) | 1.2 | $2.6M | 35k | 74.61 | |
Spdr Euro Stoxx 50 Etf (FEZ) | 1.2 | $2.5M | 63k | 40.27 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 1.2 | $2.5M | 21k | 123.50 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 1.2 | $2.5M | 49k | 51.02 | |
Union Pacific Corporation (UNP) | 1.1 | $2.4M | 18k | 134.45 | |
Occidental Petroleum Corporation (OXY) | 1.1 | $2.2M | 34k | 64.95 | |
WisdomTree Japan Total Dividend (DXJ) | 1.0 | $2.1M | 38k | 56.01 | |
Pimco Etf Tr 0-5 high yield (HYS) | 1.0 | $2.1M | 21k | 99.64 | |
SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.8 | $1.8M | 18k | 99.49 | |
Astec Industries (ASTE) | 0.8 | $1.7M | 30k | 55.18 | |
Philip Morris International (PM) | 0.7 | $1.4M | 14k | 99.39 | |
Spdr S&p 500 Etf (SPY) | 0.5 | $1.1M | 4.3k | 263.12 | |
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 0.5 | $1.1M | 24k | 48.01 | |
Schwab Strategic Tr 0 (SCHP) | 0.5 | $995k | 18k | 54.85 | |
Laboratory Corp. of America Holdings | 0.4 | $908k | 5.6k | 161.71 | |
Microsoft Corporation (MSFT) | 0.4 | $835k | 9.1k | 91.27 | |
Rydex S&p Eq Wgt Healthcare Etf | 0.3 | $597k | 3.3k | 179.55 | |
Mondelez Int (MDLZ) | 0.3 | $564k | 14k | 41.72 | |
Coca-Cola Company (KO) | 0.2 | $500k | 12k | 43.41 | |
Target Corporation (TGT) | 0.2 | $397k | 5.7k | 69.34 | |
Johnson & Johnson (JNJ) | 0.2 | $332k | 2.6k | 128.23 | |
General Electric Company | 0.1 | $317k | 24k | 13.47 | |
PowerShares Preferred Portfolio | 0.1 | $310k | 21k | 14.62 | |
Energy Select Sector SPDR (XLE) | 0.1 | $290k | 4.3k | 67.44 | |
Applied Materials (AMAT) | 0.1 | $278k | 5.0k | 55.60 | |
Cisco Systems (CSCO) | 0.1 | $254k | 5.9k | 42.93 | |
iShares Gold Trust | 0.1 | $255k | 20k | 12.71 | |
Walt Disney Company (DIS) | 0.1 | $238k | 2.4k | 100.25 | |
Merck & Co (MRK) | 0.1 | $204k | 3.7k | 54.55 |