Antonelli Financial Advisors, LLC Reduced Holdings in Q1 2025

Antonelli Financial Advisors, LLC

  • $124 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
-30.9K
- 74.12%
$251.87 - $277.95 $7.79M - $8.59M
10.8K $2.79B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-32.4K
- 82.69%
$102.49 - $119.96 $3.32M - $3.89M
6.79K $710M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.18K
- 7.89%
$190.26 - $242.06 $414K - $526K
25.4K $4.83B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-16K
- 12.97%
$74.85 - $84.89 $1.2M - $1.36M
108K $8.8B
MSFT
Microsoft Corp

Technology
-598
- 9.26%
$375.39 - $447.2 $224K - $267K
5.86K $2.2B
IWM
Ishares Russell 2000 ETF

ETFs
-1.02K
- 28.07%
$198.1 - $229.79 $201K - $234K
2.61K $520M
IVV
Ishares Core S&P 500 ETF

ETFs
-7
- 0.08%
$554.06 - $615.85 $3.88K - $4.31K
8.34K $4.68B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-925
- 2.45%
$57.21 - $65.8 $52.9K - $60.9K
36.8K $2.14B
VB
Vanguard Small Cap ETF

ETFs
-775
- 46.21%
$217.89 - $252.64 $169K - $196K
902 $200M
META
Meta Platforms, Inc.

Communication Services
-150
- 2.21%
$576.36 - $736.67 $86.5K - $111K
6.63K $3.82B
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-9.06K
- 5.89%
$23.18 - $24.68 $210K - $224K
145K $3.52B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-2.1K
- 3.2%
$73.11 - $77.43 $153K - $162K
63.4K $4.81B
SCHQ
Schwab Strategic Tr Long Term

ETFs
-3.63K
- 9.06%
$30.72 - $33.22 $111K - $121K
36.4K $1.19B
IYW
Ishares Dj Us Tech ETF

ETFs
-2
- 0.07%
$140.44 - $166.79 $281 - $334
3.04K $427M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-65
- 7.47%
$507.05 - $563.67 $33K - $36.6K
805 $414M
LOW
Lowes Companies Inc

Consumer Cyclical
-110
- 6.16%
$222.66 - $268.42 $24.5K - $29.5K
1.68K $391M
IWR
Ishares Russell Mid Cap ETF

ETFs
-250
- 5.04%
$82.81 - $92.93 $20.7K - $23.2K
4.71K $401M
SPYG
Spdr Portfolio

ETFs
-26
- 0.66%
$80.05 - $92.39 $2.08K - $2.4K
3.93K $316M
QCOM
Qualcomm Inc

Technology
-200
- 12.25%
$151.94 - $175.86 $30.4K - $35.2K
1.43K $220M
UNH
Unitedhealth Group Inc

Healthcare
-51
- 3.42%
$461.52 - $548.18 $23.5K - $28K
1.44K $754M
VEA
Vanguard Ftse Developed Market

ETFs
-1.08K
- 4.06%
$47.4 - $52.99 $51K - $57K
25.4K $1.29B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-96
- 2.24%
$442.66 - $534.52 $42.5K - $51.3K
4.19K $2.23B
Activity Summary
Buys All Purchases 9 New Holdings 1 Increased Positions 8 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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