Antonelli Financial Advisors, LLC New Holdings in Q4 2024

Antonelli Financial Advisors, LLC

  • $118 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
30.1K
New
$481.22 - $538.17 $14.5M - $16.2M
30.1K $15.4B
VTV
Vanguard Value ETF

ETFs
79.4K
New
$168.32 - $181.87 $13.4M - $14.4M
79.4K $13.4B
VO
Vanguard Mid Cap ETF

ETFs
41.7K
New
$261.5 - $284.63 $10.9M - $11.9M
41.7K $11B
EFA
Ishares Tr Msci Eafe ETF

ETFs
124K
New
$75.1 - $82.99 $9.29M - $10.3M
124K $9.35B
FDN
First Tr Fd Dow Jones

ETFs
32.6K
New
$210.5 - $257.24 $6.86M - $8.38M
32.6K $7.92B
AMZN
Amazon Com Inc

Consumer Cyclical
27.6K
New
$180.88 - $232.93 $4.99M - $6.42M
27.6K $6.05B
IVV
Ishares Core S&P 500 ETF

ETFs
8.34K
New
$570.51 - $610.59 $4.76M - $5.09M
8.34K $4.91B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
65.5K
New
$74.68 - $81.45 $4.89M - $5.34M
65.5K $4.9B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
39.2K
New
$113.92 - $127.38 $4.47M - $5M
39.2K $4.52B
JPM
Jpmorgan Chase & CO

Financial Services
16.8K
New
$205.18 - $250.29 $3.45M - $4.21M
16.8K $4.03B
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
154K
New
$23.41 - $25.88 $3.6M - $3.98M
154K $3.6B
GOOG
Alphabet Inc.

Communication Services
18.8K
New
$163.08 - $198.16 $3.07M - $3.73M
18.8K $3.58B
MSFT
Microsoft Corp

Technology
6.46K
New
$406.35 - $454.46 $2.63M - $2.94M
6.46K $2.72B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
19.4K
New
$126.68 - $134.74 $2.46M - $2.62M
19.4K $2.48B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
37.7K
New
$61.68 - $67.87 $2.32M - $2.56M
37.7K $2.35B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.29K
New
$442.29 - $483.08 $1.9M - $2.07M
4.29K $1.94B
VEA
Vanguard Ftse Developed Market

ETFs
26.5K
New
$47.57 - $52.44 $1.26M - $1.39M
26.5K $1.27B
SCHQ
Schwab Strategic Tr Long Term

ETFs
40.1K
New
$31.33 - $35.13 $1.25M - $1.41M
40.1K $1.26B
COST
Costco Wholesale Corp

Consumer Defensive
1.08K
New
$873.59 - $994.69 $941K - $1.07M
1.08K $987M
NVDA
Nvidia Corp

Technology
6.53K
New
$117.0 - $148.88 $763K - $971K
6.53K $876M
AMGN
Amgen Inc

Healthcare
3.15K
New
$258.78 - $328.31 $815K - $1.03M
3.15K $821M
IWM
Ishares Russell 2000 ETF

ETFs
3.62K
New
$216.13 - $242.4 $783K - $878K
3.62K $801M
SYK
Stryker Corp

Healthcare
2.15K
New
$345.14 - $392.15 $741K - $842K
2.15K $773M
AMAT
Applied Materials Inc

Technology
4.71K
New
$161.44 - $213.89 $761K - $1.01M
4.71K $767M
UNH
Unitedhealth Group Inc

Healthcare
1.49K
New
$485.52 - $625.25 $724K - $932K
1.49K $754M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.74K
New
$311.11 - $335.64 $542K - $585K
1.74K $562M
GOOGL
Alphabet Inc.

Communication Services
2.83K
New
$161.86 - $196.66 $457K - $556K
2.83K $535M
IYW
Ishares Dj Us Tech ETF

ETFs
3.04K
New
$148.14 - $166.23 $450K - $505K
3.04K $485M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
870
New
$521.84 - $558.82 $454K - $486K
870 $469M
LOW
Lowes Companies Inc

Consumer Cyclical
1.79K
New
$244.52 - $284.07 $437K - $507K
1.79K $441M
IWR
Ishares Russell Mid Cap ETF

ETFs
4.96K
New
$87.25 - $95.52 $433K - $474K
4.96K $438M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.02K
New
$370.24 - $418.94 $377K - $426K
1.02K $409M
VB
Vanguard Small Cap ETF

ETFs
1.68K
New
$233.76 - $261.58 $392K - $439K
1.68K $403M
CAT
Caterpillar Inc

Industrials
1.05K
New
$360.37 - $416.88 $379K - $439K
1.05K $382M
SNPS
Synopsys Inc

Technology
731
New
$485.36 - $588.0 $355K - $430K
731 $355M
PG
Procter & Gamble CO

Consumer Defensive
2.09K
New
$161.05 - $179.7 $336K - $375K
2.09K $350M
SPYG
Spdr Portfolio

ETFs
3.95K
New
$81.74 - $91.38 $323K - $361K
3.95K $348M
XLY
Select Sector Spdr Consumer Di

ETFs
1.53K
New
$194.8 - $239.43 $297K - $365K
1.53K $342M
CSX
Csx Corp

Industrials
10.1K
New
$31.58 - $36.88 $319K - $372K
10.1K $325M
HD
Home Depot, Inc.

Consumer Cyclical
775
New
$385.02 - $431.37 $298K - $334K
775 $301M
MS
Morgan Stanley

Financial Services
2.39K
New
$104.42 - $134.99 $250K - $323K
2.39K $301M
QCOM
Qualcomm Inc

Technology
1.63K
New
$150.4 - $178.04 $245K - $291K
1.63K $251M
TJX
Tjx Companies Inc

Consumer Cyclical
2.06K
New
$112.15 - $127.2 $231K - $262K
2.06K $249M
AXP
American Express CO

Financial Services
835
New
$267.35 - $305.57 $223K - $255K
835 $248M
ROP
Roper Technologies Inc

Industrials
404
New
$519.85 - $575.95 $210K - $233K
404 $210M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.45K
New
$129.96 - $144.97 $189K - $211K
1.45K $203M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.91K
New
$100.18 - $109.1 $191K - $208K
1.91K $200M
Activity Summary
Buys All Purchases 48 New Holdings 48 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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