Home › Antonelli Financial Advisors, LLC

Antonelli Financial Advisors, LLC 13F holdings

Filed 2026-07-14 · Antonelli Financial Advisors, LLC · 53 positions · $145.8M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
VTVVANGUARD INDEX FDS111.5K$24.3M16.7%
QQQINVESCO QQQ TR25.8K$19.0M13.0%
EFAISHARES TR136.8K$14.2M9.7%
AAPLAPPLE INC45.3K$13.1M9.0%
VCLTVANGUARD SCOTTSDALE FDS96.2K$7.2M5.0%
GOOGALPHABET INC18.2K$6.4M4.4%
JPMJPMORGAN CHASE & CO15.7K$5.1M3.5%
EMXCISHARES INC43.6K$4.5M3.1%
AMZNAMAZON COM INC17.7K$4.2M2.9%
IVVISHARES TR5.6K$4.2M2.9%
EELVINVESCO EXCH TRADED FD TR II138.9K$3.9M2.6%
AMATAPPLIED MATLS INC4.7K$3.4M2.3%
METAMETA PLATFORMS INC5.9K$3.3M2.3%
IJHISHARES TR35.5K$2.7M1.9%
VYMVANGUARD WHITEHALL FDS16.3K$2.6M1.8%
AIQGLOBAL X FDS32.4K$2.1M1.5%
MSFTMICROSOFT CORP5.6K$2.1M1.4%
BRK-BBERKSHIRE HATHAWAY INC DEL3.4K$1.7M1.2%
FDNFIRST TR EXCHANGE-TRADED FD6.0K$1.6M1.1%
ARTYISHARES TR18.7K$1.4M1.0%
VEAVANGUARD TAX-MANAGED FDS19.7K$1.4M1.0%
AMGNAMGEN INC3.1K$1.1M0.8%
NVDANVIDIA CORPORATION5.5K$1.1M0.8%
GOOGLALPHABET INC2.8K$1.0M0.7%
COSTCOSTCO WHOLESALE CORPORATION1.0K$961,0000.7%
VOVANGUARD INDEX FDS10.6K$857,0000.6%
SCHQSCHWAB STRATEGIC TR27.3K$855,0000.6%
CATCATERPILLAR INC752$801,0000.5%
AVGOBROADCOM INC1.9K$714,0000.5%
IWMISHARES TR2.4K$713,0000.5%
ARKQARK ETF TR5.2K$691,0000.5%
SYKSTRYKER CORPORATION2.1K$670,0000.5%
NDAQNASDAQ INC8.2K$642,0000.4%
IYWISHARES TR2.5K$621,0000.4%
DTEDTE ENERGY CO3.3K$502,0000.3%
MUMICRON TECHNOLOGY INC375$433,0000.3%
GLTRABRDN PRECIOUS METALS BASKET2.4K$429,0000.3%
REMISHARES TR18.6K$409,0000.3%
IWFISHARES TR3.3K$404,0000.3%
SCHHSCHWAB STRATEGIC TR16.8K$397,0000.3%
VNQVANGUARD INDEX FDS4.1K$396,0000.3%
IWRISHARES TR3.4K$375,0000.3%
LOWLOWES COS INC1.7K$370,0000.3%
VNQIVANGUARD INTL EQUITY INDEX F8.2K$366,0000.3%
SNPSSYNOPSYS INC731$326,0000.2%
TJXTJX COS INC NEW2.1K$312,0000.2%
DTMDT MIDSTREAM INC2.1K$301,0000.2%
IUSGISHARES TR1.5K$274,0000.2%
HDHOME DEPOT INC775$273,0000.2%
QCOMQUALCOMM INC1.4K$265,0000.2%
AXPAMERICAN EXPRESS CO745$252,0000.2%
PGPROCTER & GAMBLE CO1.6K$242,0000.2%
ITOTISHARES TR1.4K$229,0000.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}