Antonelli Financial Advisors, LLC Top Holdings and 13F Report (2025) About Antonelli Financial Advisors, LLCInvestment ActivityAntonelli Financial Advisors, LLC has $118.29 million in total holdings as of December 31, 2024.Antonelli Financial Advisors, LLC owns shares of 48 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Largest Holdings Invesco QQQ $15,395,198Vanguard Value ETF $13,439,179Vanguard Mid-Cap ETF $11,017,264iShares MSCI EAFE ETF $9,354,816First Trust Dow Jones Internet Index Fund $7,921,993 Sector AllocationMap of 500 Largest Holdings ofAntonelli Financial Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorQQQInvesco QQQ$15,395,19830,11413.0%FinanceVTVVanguard Value ETF$13,439,17979,38111.4%ETFVOVanguard Mid-Cap ETF$11,017,26441,7129.3%ETFEFAiShares MSCI EAFE ETF$9,354,816123,7257.9%FinanceFDNFirst Trust Dow Jones Internet Index Fund$7,921,99332,5786.7%ETFAMZNAmazon.com$6,047,04827,5635.1%Retail/WholesaleIVViShares Core S&P 500 ETF$4,910,9608,3424.2%ETFVCLTVanguard Long-Term Corporate Bond ETF$4,899,66165,5214.1%ManufacturingIJRiShares Core S&P Small-Cap ETF$4,519,06239,2213.8%ETFJPMJPMorgan Chase & Co.$4,031,02216,8163.4%FinanceMETAMeta Platforms$3,972,1006,7843.4%Computer and TechnologyEELVInvesco S&P Emerging Markets Low Volatility ETF$3,601,232153,8333.0%ETFGOOGAlphabet$3,581,55318,8073.0%Computer and TechnologyMSFTMicrosoft$2,722,8066,4602.3%Computer and TechnologyVYMVanguard High Dividend Yield ETF$2,479,80219,4362.1%ETFIJHiShares Core S&P Mid-Cap ETF$2,347,83437,6802.0%ETFBRK.BBerkshire Hathaway$1,944,1184,2891.6%FinanceVEAVanguard FTSE Developed Markets ETF$1,266,24726,4791.1%ETFSCHQSchwab Long-Term U.S. Treasury ETF$1,258,96240,0561.1%ETFCOSTCostco Wholesale$986,7661,0770.8%Retail/WholesaleNVDANVIDIA$876,2846,5250.7%Computer and TechnologyAMGNAmgen$820,8273,1490.7%MedicalIWMiShares Russell 2000 ETF$800,5003,6230.7%FinanceSYKStryker$773,1922,1470.7%MedicalAMATApplied Materials$766,6504,7140.6%Computer and TechnologyUNHUnitedHealth Group$754,1061,4910.6%MedicalIWBiShares Russell 1000 ETF$561,5301,7430.5%ETFGOOGLAlphabet$534,7732,8250.5%Computer and TechnologyIYWiShares U.S. Technology ETF$484,9413,0400.4%ManufacturingVOOVanguard S&P 500 ETF$468,8448700.4%ETFLOWLowe's Companies$440,7391,7860.4%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$438,4234,9600.4%ETFIWFiShares Russell 1000 Growth ETF$408,6551,0180.3%ETFVBVanguard Small-Cap ETF$402,9861,6770.3%ETFCATCaterpillar$382,0691,0530.3%IndustrialsSNPSSynopsys$354,7997310.3%Computer and TechnologyPGProcter & Gamble$349,7872,0860.3%Consumer StaplesSPYGSPDR Portfolio S&P 500 Growth ETF$347,5573,9540.3%ETFXLYConsumer Discretionary Select Sector SPDR Fund$342,1491,5250.3%FinanceCSXCSX$325,49910,0870.3%TransportationHDHome Depot$301,4307750.3%Retail/WholesaleMSMorgan Stanley$300,5972,3910.3%FinanceQCOMQUALCOMM$250,7701,6320.2%Computer and TechnologyTJXTJX Companies$248,7092,0590.2%Retail/WholesaleAXPAmerican Express$247,8218350.2%FinanceROPRoper Technologies$210,0764040.2%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$202,6501,4540.2%ManufacturingESGVVanguard ESG US Stock ETF$200,3401,9100.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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