Antonelli Financial Advisors, LLC Portfolio Holdings

Antonelli Financial Advisors, LLC

  • $124 Billion
  • Q1 2025

Antonelli Financial Advisors, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $19.5B, Vanguard Value ETF with a value of $17.8B, Apple Inc. with a value of $14.6B, Ishares Tr Msci Eafe ETF with a value of $8.8B, and First Tr Fd Dow Jones with a value of $7.89B.

Examining the 13F form we can see an increase of $5.9B in the current position value, from $118B to 124B.

Antonelli Financial Advisors, LLC is based out at Grosse Pointe, MI

Below you can find more details about Antonelli Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $124 Billion
ETFs: $81.1 Billion
Technology: $18.8 Billion
Communication Services: $7.2 Billion
Financial Services: $6.79 Billion
Consumer Cyclical: $5.76 Billion
Healthcare: $2.55 Billion
Consumer Defensive: $1.37 Billion
Industrials: $586 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $124 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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