Antonelli Financial Advisors, LLC Reduced Holdings in Q2 2025

Antonelli Financial Advisors, LLC

  • $139 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
-7.3K
- 67.59%
$228.54 - $279.83 $1.67M - $2.04M
3.5K $979M
AAPL
Apple Inc.

Technology
-1.74K
- 2.65%
$172.42 - $223.89 $300K - $390K
64.1K $13.1B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.45K
- 65.57%
$90.56 - $109.49 $403K - $487K
2.34K $256M
UNH
Unitedhealth Group Inc

Healthcare
-210
- 14.58%
$274.35 - $599.47 $57.6K - $126K
1.23K $384M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.19K
- 10.59%
$114.78 - $133.31 $252K - $292K
18.5K $2.47B
MS
Morgan Stanley

Financial Services
-239
- 13.74%
$99.83 - $140.86 $23.9K - $33.7K
1.5K $211M
IWR
Ishares Russell Mid Cap ETF

ETFs
-52
- 1.1%
$74.88 - $91.97 $3.89K - $4.78K
4.66K $428M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3
- 0.37%
$456.74 - $568.03 $1.37K - $1.7K
802 $456M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.35K
- 3.66%
$51.16 - $62.02 $68.8K - $83.4K
35.4K $2.2B
VEA
Vanguard Ftse Developed Market

ETFs
-1.42K
- 5.6%
$45.65 - $57.01 $65K - $81.1K
24K $1.37B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.9K
- 11.43%
$167.32 - $223.3 $485K - $648K
22.5K $4.93B
NVDA
Nvidia Corp

Technology
-657
- 8.77%
$94.31 - $157.99 $62K - $104K
6.84K $1.08B
IVV
Ishares Core S&P 500 ETF

ETFs
-1
- 0.01%
$498.8 - $620.9 $499 - $621
8.33K $5.17B
JPM
Jpmorgan Chase & CO

Financial Services
-22
- 0.13%
$210.28 - $289.91 $4.63K - $6.38K
16.8K $4.87B
META
Meta Platforms, Inc.

Communication Services
-289
- 4.36%
$484.66 - $738.09 $140K - $213K
6.35K $4.68B
Activity Summary
Buys All Purchases 14 New Holdings 2 Increased Positions 12 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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