Antonelli Financial Advisors, LLC - Portfolio overview

Antonelli Financial Advisors, LLC has 58 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 19.43%
2. QQQ - INVESCO QQQ TR, 14.53%
3. EFA - ISHARES TR, 10.04%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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