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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

VALICENTI ADVISORY SERVICES INC

Quarter ended Q3 2023 · Filed July 12, 2023 · Accession 0001080201-23-000004

Total Value
$315,442
Positions
77
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (77)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL120,965$23,4647.44%
2SCHWAB US LARGE-CAP808524201430,577$22,5497.15%
3AMAZON COM INCAMZN146,031$19,0376.04%
4MICROSOFT CORPMSFT50,356$17,1485.44%
5SCHWAB US BROAD MARKET ETF808524102223,952$11,5783.67%
6INTUITIVE SURGICALISRG33,736$11,5363.66%
7J.P. MORGAN CHASE & COVYLD77,671$11,2963.58%
8ALPHABET INC CLASS AGOOG92,685$11,0943.52%
9WAL-MART STORES INCWMT54,512$8,5682.72%
10RAYTHEON TECHNOLOGIES CORTX86,282$8,4522.68%
11CHEVRON CORPCVX51,992$8,1812.59%
12VERIZON COMMUNICATIONSVZ210,264$7,8202.48%
13NEWMONT MINING CORPNEMCL173,881$7,4182.35%
14ISHARES NASDAQ BIOTECH INDX46428755657,997$7,3632.33%
15VANGUARD MEGA CAP GROWTH INDEX92191081626,598$6,2591.98%
16MEDTRONICMDT69,304$6,1061.94%
17VANECK PHARMACEUTICAL ETF92189F69276,195$6,0021.90%
18VISA INC CL AV24,825$5,8951.87%
19ADVANCED MICRO DEVICESAMD50,649$5,7691.83%
20VMWARE INC92856340238,571$5,5421.76%
21BRITISH AMERICAN TOBACCO PLC110448107154,436$5,1271.63%
22PEPSICO INCPEP26,531$4,9141.56%
23ZOETIS INCZTS27,821$4,7911.52%
24GARMIN LTDGRMN45,074$4,7011.49%
25LOWES COMPANIES INC54866110720,400$4,6041.46%
26CORNING INCGLW126,728$4,4411.41%
27NORTHROP GRUMMAN CORPNOC9,739$4,4391.41%
28ISHARES AAA - A RATED CORPORAT46429b29183,086$3,9201.24%
29VANGUARD TOTAL BOND MARKET IND92193783553,047$3,8561.22%
30TELEDYNE TECHNOLOGIES INCTDY8,863$3,6441.16%
31DOLLAR GENERAL CORP25667710521,105$3,5831.14%
32UNION PACIFIC CORPUNP16,730$3,4231.09%
33PAYPAL HOLDINGS INCPYPL44,668$2,9810.95%
34NEXTERA ENERGY INCNEE-PW39,710$2,9460.93%
35SECTOR SPDR ENERGY SELECT SHAR81369Y50635,475$2,8800.91%
36ASTEC INDUSTRIES INC04622410161,258$2,7840.88%
37SCHWAB INTERNATIONAL EQUITY80852480573,997$2,6380.84%
38SCHWAB 5-10 YEAR CORPORATE BON80852469859,135$2,6050.83%
39KEYCORP INC493267108267,743$2,4740.78%
40ABB LTDABLZF55,124$2,1640.69%
41COCA-COLA COKO30,244$1,8210.58%
42INTL BUSINESS MACHINESINTR12,331$1,6500.52%
43GE HEALTHCARE TECHNOLOGIESGEHC19,879$1,6150.51%
44NIKE INCNKE13,680$1,5100.48%
45HESS CORPHESM10,890$1,4800.47%
46DISCOVER FINANCIAL SVCS25470910812,654$1,4790.47%
47SPDR S&P 600 SMALL CAP ETF78468R85335,299$1,3710.43%
48VANGUARD EXTEDED DURATION TRS92191070915,125$1,3170.42%
49GOLDMAN SACHS GROUP INCGSCE4,030$1,3000.41%
50ALTRIA GROUP INCMO28,666$1,2990.41%
51JPMORGAN DIVERSIFIED RETURN IN46641Q20923,739$1,2330.39%
52SPDR S&P 500 ETFSPY2,559$1,1340.36%
53KERING SA49208910719,765$1,0940.35%
54VANGUARD ITM-TERM TREASURY ETF92206c70617,791$1,0440.33%
55SPDR GOLD MINISHARESGLDW26,459$1,0080.32%
56EXXON MOBIL CORPXOM9,085$9740.31%
57SCHWAB US AGGREGATE BOND80852483920,176$9310.30%
58PHILIP MORRIS INTERNATIONAL7181721099,124$8910.28%
59PIMCO INVESTMENT GRADE CORP BO72201R8179,372$8890.28%
60APPLIED MATERIALS INC0382221055,000$7230.23%
61WALT DISNEY CO2546871068,039$7180.23%
62INVESCO KBW BANK ETFIVZ15,149$6220.20%
63ISHARES TR COMEX GOLDIAU16,975$6180.20%
64MONDELEZ INTERNATIONAL INC6092071057,130$5200.16%
65ALPHABET INC CLASS CGOOG4,060$4910.16%
66INVESCO INSURED NY MUNI BOND PIVZ16,610$3780.12%
67ISHARES NEW YORK MUNI BOND ETF4642883236,675$3560.11%
68TARGET CORPTGT2,700$3560.11%
69SCHWAB U.S. LARGE-CAP GROWTH E8085243004,728$3540.11%
70INVESCO S&P 500 LOW VOLATILIYIVZ5,624$3530.11%
71CISCO SYSTEMS INCCSCO6,414$3320.11%
72INVESCO QQQ TRUSTIVZ897$3310.10%
73PIMCO ETF TRUST72201R7833,602$3280.10%
74SCHWAB US DIVIDEND EQUITY ETF8085247973,875$2810.09%
75INVESCO S&P 500 EQ WEIGHT HCIVZ811$2420.08%
76MERCK & CO INCMRK2,045$2360.07%
77F.N.B. CORP30252010115,000$1720.05%