Antonelli Financial Advisors, LLC Portfolio Holdings by Sector

Antonelli Financial Advisors, LLC

$147 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs QQQ VTV EFA FDN VCLT IVV EELV VYM 24 stocks	$99.1 Million 67.32% of portfolio	6	14	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$16 Million 10.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL 3 stocks	$9.4 Million 6.39% of portfolio	1	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$5.25 Million 3.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$4.65 Million 3.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT SNPS 2 stocks	$3.4 Million 2.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.91 Million 1.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA QCOM 2 stocks	$1.53 Million 1.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$969,076 0.66% of portfolio	-	1	-	-	0 Calls 0 Puts

Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$965,159 0.66% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AMGN 1 stocks	$874,615 0.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK 1 stocks	$808,638 0.55% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$735,132 0.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$502,548 0.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$360,839 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$297,561 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$281,396 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROP 1 stocks	$201,525 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts

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