Tranquilli Financial Advisor LLC Portfolio Holdings

Tranquilli Financial Advisor LLC

  • $157 Million
  • Q2 2025

Tranquilli Financial Advisor LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $157 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $11M, Dimensional ETF Tr with a value of $7.29M, Vanguard Bd Index Fd Inc Short with a value of $6.37M, Ishares Core Msci Intl Develop with a value of $6.1M, and Invesco S&P 500 Equal Weight E with a value of $5.18M.

Examining the 13F form we can see an increase of $1.32M in the current position value, from $156M to 157M.

Tranquilli Financial Advisor LLC is based out at Clinton, NJ

Below you can find more details about Tranquilli Financial Advisor LLC portfolio as well as his latest detailed transactions.

Portfolio value $157 Million
ETFs: $116 Million
Financial Services: $8.12 Million
Technology: $5.47 Million
Communication Services: $5.23 Million
Consumer Cyclical: $4.81 Million
Healthcare: $4.31 Million
Consumer Defensive: $2.68 Million
Energy: $1.7 Million
Other: $2.01 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$2.09 Million 1.33% of portfolio
4,299
Q2 2025 Added 2.67%
$1.78T
$1.68 Million 1.06% of portfolio
2,270
Q2 2025 Reduced 9.05%
$217B
$1.64 Million 1.04% of portfolio
284
Q2 2025 Reduced 4.05%
$3.95T
$1.49 Million 0.95% of portfolio
2,995
Q2 2025 Added 0.4%
$261B
$1.45 Million 0.92% of portfolio
7,957
Q2 2025 Added 2.99%
$302B
$1.22 Million 0.77% of portfolio
15,204
Q2 2025 Added 4.01%
$1.24T
$1.17 Million 0.74% of portfolio
6,584
Q2 2025 Added 6.3%
$859B
$1.05 Million 0.66% of portfolio
3,609
Q2 2025 Reduced 5.52%
$2.26T
$792,000 0.5% of portfolio
3,613
Q2 2025 Added 8.73%
$551B
$732,000 0.46% of portfolio
2,064
Q2 2025 Reduced 2.96%
$684B
$720,000 0.46% of portfolio
3,297
Q2 2025 Reduced 26.39%
$442B
$564,000 0.36% of portfolio
5,235
Q2 2025 Added 12.46%
$1.27T
$541,000 0.34% of portfolio
2,390
Q2 2025 Reduced 3.16%
$257B
$531,000 0.34% of portfolio
4,393
Q2 2025 Reduced 1.01%
$1.21T
$424,000 0.27% of portfolio
2,406
Q2 2025 Added 5.57%
$229B
$356,000 0.23% of portfolio
2,442
Q2 2025 Added 9.61%
$381B
$306,000 0.19% of portfolio
6,473
Q2 2025 Reduced 1.57%
$207B
$289,000 0.18% of portfolio
2,337
Q2 2025 Added 4.38%
$548B
$285,000 0.18% of portfolio
508
Q2 2025 Reduced 15.75%
$202B
$259,000 0.16% of portfolio
1,963
Q2 2025 Added 7.39%
$324B
$248,000 0.16% of portfolio
2,192
Q2 2025 Added 41.51%
$232B
$206,000 0.13% of portfolio
756
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $157 Million
  • Prior Value $156 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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