Valicenti Advisory Services as of Sept. 30, 2018
Portfolio Holdings for Valicenti Advisory Services
Valicenti Advisory Services holds 64 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Amazon (AMZN) | 7.9 | $18M | 9.1k | 2002.96 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 6.3 | $15M | 209k | 69.56 | |
Apple (AAPL) | 5.3 | $12M | 54k | 225.75 | |
iShares NASDAQ Biotechnology Index (IBB) | 5.0 | $12M | 94k | 121.94 | |
Verizon Communications (VZ) | 4.8 | $11M | 205k | 53.39 | |
Lowe's Companies (LOW) | 3.1 | $7.2M | 63k | 114.82 | |
Intuitive Surgical (ISRG) | 3.0 | $6.9M | 12k | 574.04 | |
Medtronic (MDT) | 3.0 | $6.8M | 69k | 98.37 | |
Corning Incorporated (GLW) | 2.9 | $6.7M | 190k | 35.30 | |
Northrop Grumman Corporation (NOC) | 2.9 | $6.7M | 21k | 317.35 | |
CVS Caremark Corporation (CVS) | 2.3 | $5.3M | 67k | 78.71 | |
Alphabet Inc Class A cs (GOOGL) | 2.3 | $5.3M | 4.4k | 1207.18 | |
Rio Tinto (RIO) | 2.2 | $5.2M | 101k | 51.02 | |
Intel Corporation (INTC) | 2.2 | $5.1M | 108k | 47.29 | |
International Business Machines (IBM) | 2.2 | $5.1M | 34k | 151.21 | |
Zoetis Inc Cl A (ZTS) | 1.9 | $4.5M | 49k | 91.57 | |
At&t (T) | 1.9 | $4.3M | 129k | 33.58 | |
Altria (MO) | 1.9 | $4.3M | 72k | 60.31 | |
Xilinx | 1.7 | $4.0M | 50k | 80.18 | |
JPMorgan Chase & Co. (JPM) | 1.7 | $4.0M | 35k | 112.84 | |
Pepsi (PEP) | 1.7 | $3.9M | 35k | 111.81 | |
Schlumberger (SLB) | 1.6 | $3.8M | 62k | 60.91 | |
Discover Financial Services (DFS) | 1.6 | $3.7M | 48k | 76.44 | |
Transcanada Corp | 1.6 | $3.7M | 90k | 40.46 | |
Schwab International Equity ETF (SCHF) | 1.6 | $3.6M | 107k | 33.53 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 1.4 | $3.3M | 48k | 68.26 | |
United Technologies Corporation | 1.4 | $3.3M | 23k | 139.81 | |
WisdomTree Japan Total Dividend (DXJ) | 1.4 | $3.2M | 55k | 57.95 | |
Invesco Exchng Traded Fd Tr kbw regl bkg (KBWR) | 1.4 | $3.2M | 57k | 55.81 | |
Chevron Corporation (CVX) | 1.4 | $3.2M | 26k | 122.30 | |
Goldman Sachs (GS) | 1.4 | $3.2M | 14k | 224.26 | |
Exxon Mobil Corporation (XOM) | 1.4 | $3.1M | 37k | 85.02 | |
Key (KEY) | 1.4 | $3.1M | 158k | 19.89 | |
Fortune Brands (FBIN) | 1.3 | $3.1M | 59k | 52.36 | |
Union Pacific Corporation (UNP) | 1.2 | $2.9M | 18k | 162.83 | |
Elmira Savings Bank | 1.2 | $2.8M | 140k | 20.40 | |
Garmin (GRMN) | 1.2 | $2.8M | 40k | 70.05 | |
Palo Alto Networks (PANW) | 1.2 | $2.7M | 12k | 225.23 | |
Laboratory Corp. of America Holdings | 1.2 | $2.7M | 16k | 173.67 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 1.1 | $2.5M | 68k | 37.13 | |
Pimco Etf Tr 0-5 high yield (HYS) | 1.0 | $2.2M | 22k | 100.61 | |
Invesco Bulletshares 2020 Corp | 0.9 | $2.1M | 99k | 21.08 | |
Invesco Bulletshares 2021 Corp | 0.8 | $1.8M | 85k | 20.74 | |
Allergan | 0.7 | $1.7M | 8.8k | 190.48 | |
Spdr S&p 500 Etf (SPY) | 0.5 | $1.1M | 3.8k | 290.75 | |
Philip Morris International (PM) | 0.5 | $1.1M | 14k | 81.52 | |
Microsoft Corporation (MSFT) | 0.5 | $1.0M | 9.2k | 114.39 | |
Schwab Strategic Tr 0 (SCHP) | 0.4 | $1.0M | 19k | 53.95 | |
Schwab U S Small Cap ETF (SCHA) | 0.4 | $941k | 12k | 76.18 | |
Mondelez Int (MDLZ) | 0.2 | $574k | 13k | 42.94 | |
Coca-Cola Company (KO) | 0.2 | $521k | 11k | 46.15 | |
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund (RSPH) | 0.2 | $497k | 2.4k | 205.97 | |
Target Corporation (TGT) | 0.2 | $448k | 5.1k | 88.28 | |
Johnson & Johnson (JNJ) | 0.1 | $344k | 2.5k | 138.15 | |
PowerShares Preferred Portfolio | 0.1 | $356k | 25k | 14.33 | |
Walt Disney Company (DIS) | 0.1 | $286k | 2.4k | 116.78 | |
Cisco Systems (CSCO) | 0.1 | $288k | 5.9k | 48.68 | |
Energy Select Sector SPDR (XLE) | 0.1 | $276k | 3.7k | 75.62 | |
General Electric Company | 0.1 | $260k | 23k | 11.28 | |
Merck & Co (MRK) | 0.1 | $246k | 3.5k | 70.85 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.1 | $264k | 5.3k | 50.18 | |
iShares Gold Trust | 0.1 | $229k | 20k | 11.41 | |
Technology SPDR (XLK) | 0.1 | $209k | 2.8k | 75.34 | |
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 0.1 | $211k | 4.5k | 47.38 |