The Analysis of Antonelli Financial Advisors, LLC's Holdings
Currently, Antonelli Financial Advisors, LLC holds 46 types of securities in its portfolio with a total value $147.2M. In the most recent quarter, they have increased their positions in VCLT (+10.6K shares, valued at $822.5K), VTV (+2.6K shares, valued at $492.9K), EMXC (+3.8K shares, valued at $254.1K); decreased their positions in QQQ (-1.4K shares, valued at $830.9K), GOOG (-1.9K shares, valued at $469.3K), AAPL (-1.3K shares, valued at $325.2K); initiated new positions in EMXC (+3.8K shares, valued at $254.1K), ITOT (+1.4K shares, valued at $203.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
QQQ INVESCO QQQ TR44.3K shares-3.03%2025-09-302025-10-31
VTV VANGUARD INDEX FDS121.1K shares2.23%2025-09-302025-10-31 AAPL APPLE INC62.8K shares-1.99%2025-09-302025-10-31 EFA ISHARES TR114.9K shares0.15%2025-09-302025-10-31 FDN FIRST TR EXCHANGE-TRADED FD38.0K shares-2.72%2025-09-302025-10-31 VCLT VANGUARD SCOTTSDALE FDS83.5K shares14.52%2025-09-302025-10-31 IVV ISHARES TR8.2K shares-1.66%2025-09-302025-10-31 JPM JPMORGAN CHASE & CO.16.6K shares-0.92%2025-09-302025-10-31 META META PLATFORMS INC6.4K shares0.13%2025-09-302025-10-31 AMZN AMAZON COM INC21.2K shares-5.87%2025-09-302025-10-31 GOOG ALPHABET INC17.2K shares-10.06%2025-09-302025-10-31 EELV INVESCO EXCH TRADED FD TR II146.1K shares-4.07%2025-09-302025-10-31 MSFT MICROSOFT CORP5.9K shares-1.81%2025-09-302025-10-31 VYM VANGUARD WHITEHALL FDS17.9K shares-3.15%2025-09-302025-10-31 IJH ISHARES TR35.6K shares0.47%2025-09-302025-10-31 BRK.B BERKSHIRE HATHAWAY INC DEL3.8K shares-10.04%2025-09-302025-10-31 NVDA NVIDIA CORPORATION6.9K shares1.39%2025-09-302025-10-31 VEA VANGUARD TAX-MANAGED FDS21.0K shares-12.39%2025-09-302025-10-31 VO VANGUARD INDEX FDS3.4K shares-4.14%2025-09-302025-10-31 SCHQ SCHWAB STRATEGIC TR30.4K shares-21.30%2025-09-302025-10-31 COST COSTCO WHSL CORP NEW1.0K shares-2.79%2025-09-302025-10-31 AMAT APPLIED MATLS INC4.7K shares0.00%2025-09-302025-10-31 AMGN AMGEN INC3.1K shares-1.59%2025-09-302025-10-31 SYK STRYKER CORPORATION2.2K shares0.00%2025-09-302025-10-31 IWM ISHARES TR2.6K shares0.00%2025-09-302025-10-31 IYW ISHARES TR3.0K shares-0.33%2025-09-302025-10-31 IWF ISHARES TR1.2K shares0.00%2025-09-302025-10-31 GOOGL ALPHABET INC2.2K shares-21.24%2025-09-302025-10-31 CAT CATERPILLAR INC1.1K shares0.00%2025-09-302025-10-31 VOO VANGUARD INDEX FDS797 shares-0.62%2025-09-302025-10-31 LOW LOWES COS INC1.7K shares0.00%2025-09-302025-10-31 IWR ISHARES TR4.0K shares-14.49%2025-09-302025-10-31 XLY SELECT SECTOR SPDR TR1.5K shares0.00%2025-09-302025-10-31 UNH UNITEDHEALTH GROUP INC1.0K shares-15.04%2025-09-302025-10-31 SNPS SYNOPSYS INC731 shares0.00%2025-09-302025-10-31 ESGV VANGUARD WORLD FD2.8K shares-4.57%2025-09-302025-10-31 HD HOME DEPOT INC775 shares0.00%2025-09-302025-10-31 MGV VANGUARD WORLD FD2.2K shares-27.83%2025-09-302025-10-31 TJX TJX COS INC NEW2.1K shares0.00%2025-09-302025-10-31 PG PROCTER AND GAMBLE CO1.8K shares-12.22%2025-09-302025-10-31 EMXC ISHARES INC3.8K sharesnew addition2025-09-302025-10-31 IUSG ISHARES TR1.5K shares0.00%2025-09-302025-10-31 QCOM QUALCOMM INC1.4K shares0.00%2025-09-302025-10-31 IJR ISHARES TR1.9K shares-18.56%2025-09-302025-10-31 ITOT ISHARES TR1.4K sharesnew addition2025-09-302025-10-31 ROP ROPER TECHNOLOGIES INC404 shares0.00%2025-09-302025-10-31 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available