Antonelli Financial Advisors, LLC
Antonelli Financial Advisors, LLC reported 53 holdings worth US$146M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
Antonelli Financial Advisors, LLC reported 53 holdings worth US$146M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Jp Morgan Chase & Co. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 53
- Value as reported
- US$146M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 45,274 | US$13.1M | 9.0% |
| Alphabet Inc (google) Class C | 20,837 | US$7.45M | 5.1% |
| Jp Morgan Chase & Co. | 15,684 | US$5.13M | 3.5% |
| Amazon.com, Inc. | 17,679 | US$4.21M | 2.9% |
| Applied Materials, Inc. | 4,714 | US$3.41M | 2.3% |
| Meta Platforms, Inc. | 5,885 | US$3.31M | 2.3% |
| Microsoft Corp. | 5,575 | US$2.08M | 1.4% |
| Berkshire Hathaway Inc. | 3,441 | US$1.72M | 1.2% |
| Amgen Inc. | 3,149 | US$1.14M | 0.78% |
| Nvidia Corporation | 5,504 | US$1.1M | 0.75% |
| Costco Wholesale Corporation | 1,027 | US$961K | 0.66% |
| Caterpillar, Inc. | 752 | US$801K | 0.55% |
| Broadcom Inc. | 1,891 | US$714K | 0.49% |
| Stryker Corporation | 2,128 | US$670K | 0.46% |
| Nasdaq, Inc. | 8,150 | US$642K | 0.44% |
| Dte Energy Company | 3,293 | US$502K | 0.34% |
| Micron Technology, Inc. | 375 | US$433K | 0.30% |
| Lowe's Companies, Inc. | 1,676 | US$370K | 0.25% |
| Synopsys, Inc. | 731 | US$326K | 0.22% |
| Tjx Companies, Inc. (the) | 2,059 | US$312K | 0.21% |
| Dt Midstream, Inc. | 2,051 | US$301K | 0.21% |
| Home Depot, Inc. (the) | 775 | US$273K | 0.19% |
| Qualcomm Incorporated | 1,432 | US$265K | 0.18% |
| American Express Company | 745 | US$252K | 0.17% |
| Procter & Gamble Company (the) | 1,650 | US$242K | 0.17% |
| Netflix, Inc. | 0 | US$0 | 0.00% |