Antonelli Financial Advisors, LLC Portfolio Holdings

Antonelli Financial Advisors, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $139 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 $25.2B, Vanguard Value ETF with a value of $20.9B, Apple Inc. with a value of $13.1B, First Tr Fd Dow Jones with a value of $10.5B, and Ishares Tr Msci Eafe ETF with a value of $10.3B.

Examining the 13F form we can see an increase of $14.3B in the current position value, from $124B to 139B.

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.