ANTONELLI FINANCIAL ADVISORS, LLC 13F Portfolio
ANTONELLI FINANCIAL ADVISORS, LLC runs ANTONELLI FINANCIAL ADVISORS, LLC and currently holds 53 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $145.84M. Their top holdings are VTV, QQQ, EFA, AAPL, VCLT. The top five represent 53.4% of reported portfolio weight. ANTONELLI FINANCIAL ADVISORS, LLC ranks #806 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ANTONELLI FINANCIAL ADVISORS, LLC initiated 3 new positions. They added to 7 existing positions. They trimmed 31 positions. Their current best-performing preview position is AMAT with returns of +111.55%.
Portfolio Value
$145.84M
Alpha Score
26.8
#806 of 1000
Holdings
53
ANTONELLI FINANCIAL ADVISORS, LLC Current 13F Holdings
Reported holdings from ANTONELLI FINANCIAL ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
53 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VTV VANGUARD INDEX FDS | 16.66% | $174.76 | $220.54 | +26.20% | Trimmed -23.02% |
 QQQ INVESCO QQQ TR | 13.03% | $504.31 | $751.27 | +48.97% | Trimmed -29.94% |
 EFA ISHARES TR | 9.74% | $81.32 | $103.40 | +27.15% | Trimmed -9.54% |
 AAPL APPLE INC | 8.98% | $222.13 | $336.68 | +51.57% | Trimmed -4.25% |
 VCLT VANGUARD SCOTTSDALE FDS | 4.96% | $75.29 | $68.69 | -8.77% | Trimmed -1.98% |
 GOOG ALPHABET INC | 4.41% | $197.94 | $347.86 | +75.74% | Trimmed -1.41% |
 JPM JPMORGAN CHASE & CO | 3.52% | $240.18 | $333.01 | +38.65% | Added +0.54% |
 EMXC ISHARES INC | 3.06% | $74.38 | $99.02 | +33.13% | Trimmed -0.99% |
 AMZN AMAZON COM INC | 2.89% | $219.94 | $262.43 | +19.32% | Added +2.97% |
 IVV ISHARES TR | 2.86% | $590.27 | $781.99 | +32.48% | Trimmed -10.28% |
Showing 1-10 of 53