Long-term investor
Antonelli Financial Advisors, LLC @antonellifinancialadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055364).
Record
- Tracked since 2025-06-30 (484 days), 67 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +1.0% · 1 year +0.5% · all +0.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908744 · 14.9% · long · since 2025-09-30
- 46090E103 · 12.6% · long · since 2025-09-30
- 464287465 · 11.7% · long · since 2025-09-30
- AAPL · 10.8% · long · since 2025-09-30
- 02079K107 · 4.5% · long · since 2025-09-30
- 46434G764 · 3.9% · long · since 2025-09-30
- JPM · 3.8% · long · since 2025-09-30
- 46138E297 · 3.4% · long · since 2025-09-30
- 464287200 · 3.1% · long · since 2025-09-30
- AMZN · 3.1% · long · since 2025-09-30
- META · 3.0% · long · since 2025-09-30
- MSFT · 2.0% · long · since 2025-09-30