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Antonelli Financial Advisors, LLC Portfolio
$138.3M across 51 positions as of 2026-09-30, with 72% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VTVVanguard Value ETF | $20.6M | 14.9% | 95,452 |
| QQQInvesco QQQ Trust, Series 1 | $17.5M | 12.6% | 23,621 |
| EFAiShares MSCI EAFE ETF | $16.2M | 11.7% | 155,530 |
| AAPLApple Inc | $15M | 10.8% | 44,925 |
| GOOGAlphabet Inc | $6.2M | 4.5% | 18,136 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $5.3M | 3.9% | 53,747 |
| JPMJPMorgan Chase & Co | $5.2M | 3.8% | 15,684 |
| EELVINVESCO EXCH TRADED FD TR II | $4.7M | 3.4% | 168,997 |
| IVViShares Core S&P 500 ETF | $4.3M | 3.1% | 5,574 |
| AMZNAmazon.com Inc | $4.2M | 3.1% | 16,982 |
| METAMeta Platforms Inc | $4.1M | 3.0% | 5,674 |
| MSFTMicrosoft Corp | $2.7M | 2.0% | 5,326 |
| IJHiShares Core S&P Mid-Cap ETF | $2.6M | 1.8% | 35,540 |
| VYMVanguard High Dividend Yield ETF | $2.5M | 1.8% | 16,211 |
| AMATApplied Materials Inc | $2.4M | 1.7% | 4,714 |
| VCLTVanguard Long-Term Corporate Bond ETF | $2.2M | 1.6% | 31,620 |
| AIQGlobal X Artificial Intelligence & Technology ETF | $1.9M | 1.4% | 29,519 |
| BRK.BBerkshire Hathaway Inc | $1.7M | 1.2% | 3,441 |
| FDNFirst Trust DJ Internet Index Fund | $1.4M | 1.0% | 4,957 |
| VEAVanguard FTSE Developed Markets ETF | $1.4M | 1.0% | 19,185 |
| AMGNAmgen Inc | $1.3M | 1.0% | 3,149 |
| NVDANVIDIA Corp | $1.2M | 0.9% | 5,167 |
| GOOGLAlphabet Inc | $972K | 0.7% | 2,825 |
| COSTCostco Wholesale Corp | $935K | 0.7% | 1,027 |
| ISHARES TR | $910K | 0.7% | 11,622 |
| NDAQNasdaq Inc | $839K | 0.6% | 9,124 |
| VOVanguard Mid-Cap ETF | $791K | 0.6% | 10,080 |
| ARKQARK Autonomous Technology & Robotics ETF | $699K | 0.5% | 5,768 |
| IWMiShares Russell 2000 Index Fund | $660K | 0.5% | 2,374 |
| IYWiShares U.S. Technology ETF | $652K | 0.5% | 2,461 |
| CATCaterpillar Inc | $610K | 0.4% | 752 |
| SYKStryker Corp | $586K | 0.4% | 2,128 |
| ABRDN PRECIOUS METALS BASKET | $429K | 0.3% | 2,302 |
| DTEDTE Energy Co | $401K | 0.3% | 3,293 |
| MUMicron Technology Inc | $399K | 0.3% | 375 |
| VNQIVanguard Global ex-U.S. Real Estate ETF | $368K | 0.3% | 8,644 |
| IWRiShares Russell Mid-Cap ETF | $363K | 0.3% | 3,400 |
| VNQVanguard Real Estate ETF | $362K | 0.3% | 4,037 |
| SCHHSchwab U.S. REIT ETF | $361K | 0.3% | 16,359 |
| IWFiShares Russell 1000 Growth ETF | $359K | 0.3% | 2,867 |
| ISHARES TR | $335K | 0.2% | 18,394 |
| SNPSSynopsys Inc | $318K | 0.2% | 731 |
| LOWLowe's Companies Inc | $309K | 0.2% | 1,676 |
| IUSGiShares Core S&P U.S. Growth ETF | $282K | 0.2% | 1,454 |
| SCHWAB STRATEGIC TR | $276K | 0.2% | 9,708 |
| TJXTJX Companies Inc | $272K | 0.2% | 2,059 |
| QCOMQualcomm Inc | $264K | 0.2% | 1,432 |
| DTMDT Midstream Inc | $245K | 0.2% | 2,051 |
| PGProcter & Gamble Co | $240K | 0.2% | 1,650 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $232K | 0.2% | 1,395 |
| HDHome Depot Inc | $220K | 0.2% | 775 |
Quarter ending 2026-09-30.
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