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ANTONELLI FINANCIAL ADVISORS, LLC 13F portfolio summary

ANTONELLI FINANCIAL ADVISORS, LLC of ANTONELLI FINANCIAL ADVISORS, LLC has 51 current stock holdings with a reported portfolio value of $144.7M. The portfolio 1 year return is +16.64%. Top holdings include QQQ (0.00%), VTV (23.21%), EFA (11.99%), AAPL (9.80%), VCLT (5.99%).

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ANTONELLI FINANCIAL ADVISORS, LLC

ANTONELLI FINANCIAL ADVISORS, LLC
Latest filing: 2026-03-31

ANTONELLI FINANCIAL ADVISORS, LLC runs ANTONELLI FINANCIAL ADVISORS, LLC and currently holds 51 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $144.71M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ANTONELLI FINANCIAL ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ANTONELLI FINANCIAL ADVISORS, LLC's portfolio at ANTONELLI FINANCIAL ADVISORS, LLC has delivered returns of +16.64%. Their 3-year annualized return is +13.17%. Looking at the 5-year horizon, ANTONELLI FINANCIAL ADVISORS, LLC has achieved +13.17% annualized returns at ANTONELLI FINANCIAL ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.64%
#0/1000
3 Year
+13.17%
#0/1000
5 Year
+13.17%
#0/1000

Portfolio Value

$144.71M

Alpha Score

12.2

#0 of 1000

Holdings

51

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change