AFA

Antonelli Financial Advisors LLC Portfolio

Invests via Antonelli Financial Advisors LLC | Managed by Antonelli Financial Advisors LLC

Invests via Antonelli Financial Advisors LLC

Managed by Antonelli Financial Advisors LLC

Automatically Tracked

Tracking: 0 Updated: Jul 17 at 07:00 PM

Company Profile

Regional wealth manager focused on high-net-worth individuals, family offices and small institutions, offering investment advisory, financial planning and retirement services. Antonelli Financial Advisors LLC operates as a fee-based registered investment advisor providing portfolio management, asset allocation, risk oversight and retirement-plan consulting. The firm emphasizes personalized multi-asset strategies, tax-aware investing and client service infrastructure aimed at retention and referral growth. Relevant to investors for wealth-management partnerships, advisory mandates and small-cap distribution channels.

Investment Philosophy & Strategy

Delivers a client-centric, multi-asset wealth management approach that prioritizes downside protection, tax-aware strategies and customized asset allocation for high-net-worth individuals, family offices and small institutions. Capital deployment emphasizes diversified core-satellite portfolios combining liquid equities, tax-efficient fixed income, and select alternative or small-cap exposures to capture local distribution opportunities. Underwriting favors predictable cash flow, low correlation and strong governance; investment decisions balance long-term wealth preservation with opportunistic growth, guided by fee-based advisory alignment, active risk oversight and a service model geared to retention and referral expansion.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.

Gain and growth charts are calculated per selected timeframe:

5.98%

Gain

Monthly

0.31%

Yearly

3.84%

Drawdown

21.61%

$145.37M

Equity

Holdings

$145.37M

Investment

$114.51M

$37.95M

Profit -$1.17M

Realized

$7.1M

Unrealized

$30.86M

Dividends

$3.3M

Goals

Avg. 48.5% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

97%

Today

Compared To Yesterday

Gain

Profit

-$1.17M

Win %

75%

This Week

Compared To Last Week

Gain

-1.08%

Profit

-$1.58M

Win %

75%

This Month

Compared to last month

Gain

-0.37%

Profit

-$535,616.61

Win %

75%

This Year

Compared to last year

Gain

-0.52%

Profit

-$776,437.36

Win %

77%

Gainers
Losers

MU Micron Technology, Inc.

+2.2%

+$7,027.5

CAT Caterpillar Inc.

+0.75%

+$4,955.68

GLTR abrdn Physical Precious Metals Basket Shares ETF

+0.62%

+$2,594.05

SCHQ Schwab Long-Term U.S. Treasury ETF

+0.38%

+$3,139.61

AAPL Apple Inc.

+0.2%

+$30,106.76

VCLT Vanguard Long-Term Corporate Bond Fund

+0.18%

+$12,505.22

QCOM QUALCOMM Incorporated

+0.16%

+$400.96

SNPS Synopsys, Inc.

-10.39%

-$31,674.23

AMAT Applied Materials, Inc.

-5%

-$132,180.56

SYK Stryker Corporation

-3.31%

-$23,344.16

LOW Lowe's Companies Inc.

-2.98%

-$10,793.44

META Meta Platforms Inc Class A

-2.83%

-$110,490.87

NDAQ Nasdaq, Inc.

-2.58%

-$19,804.5

GOOGL Alphabet Inc

-2.57%

-$25,749.9

GOOG Alphabet Inc

-2.56%

-$164,872.9

HD The Home Depot, Inc.

-2.35%

-$6,331.76

AMGN Amgen Inc.

-2.04%

-$23,885.13

REM iShares Mortgage Real Estate ETF

-1.99%

-$8,352.45

NVDA NVIDIA Corporation

-1.98%

-$22,648.96

AXP American Express Company

-1.92%

-$5,174.02

MSFT Microsoft Corp.

-1.49%

-$33,254.82

ARKQ Ark Autonomous Technology & Robotics ETF

-1.4%

-$8,619.6

IWF iShares Russell 1000 Growth ETF

-1.26%

-$4,975.56

PG Procter & Gamble Co

-1.22%

-$3,060.75

DTM Dt Midstream Inc.

-1.2%

-$3,609.76

IYW iShares U.S. Technology ETF

-1.2%

-$7,161.53

QQQ Invesco QQQ Trust, Series 1

-1.17%

-$212,616.72

IUSG iShares Core S&P U.S. Growth ETF

-1.11%

-$3,009.78

FDN First Trust Dow Jones Internet Index Fund

-1.03%

-$16,810.02

EMXC iShares MSCI Emerging Markets ex China ETF

-0.88%

-$35,547.04

IVV iShares Core S&P 500 ETF

-0.86%

-$36,236.52

ITOT iShares Core S&P Total U.S. Stock Market ETF

-0.84%

-$1,939.05

AMZN Amazon.com Inc

-0.84%

-$37,126.08

COST Costco Wholesale Corporation

-0.8%

-$7,774.39

IWR iShares Russell Mid-Cap ETF

-0.65%

-$2,431

IJH iShares Core S&P Mid-Cap ETF

-0.65%

-$17,411.66

ARTY iShares Future AI & Tech ETF

-0.64%

-$7,851.9

IWM iShares Russell 2000 ETF

-0.61%

-$4,296.94

AIQ Global X Artificial Intelligence & Technology ETF

-0.59%

-$11,341.4

EFA iShares MSCI EAFE ETF

-0.56%

-$79,341.1

DTE DTE Energy Company

-0.51%

-$2,519.14

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-0.46%

-$6,391.45

VO Vanguard Mid-Cap ETF

-0.43%

-$3,670.11

BRK-B Berkshire Hathaway Inc.

-0.41%

-$6,899.2

VYM Vanguard High Dividend Yield ETF

-0.37%

-$9,701.48

TJX The TJX Companies, Inc.

-0.35%

-$1,132.43

JPM JPMorgan Chase & Co.

-0.29%

-$15,527.16

AVGO Broadcom Inc.

-0.28%

-$2,004.46

VNQ Vanguard Real Estate ETF

-0.27%

-$1,089.15

VTV Vanguard Value ETF

-0.25%

-$60,216.98

SCHH Schwab U.S. REIT ETF

-0.18%

-$754.11

EELV Invesco S&P Emerging Markets Low Volatility ETF

-0.11%

-$4,166.13

VNQI Vanguard Global ex-US Real Estate Index Fund

-0.04%

-$163.38

Events

Dividends

Dividend Analysis

No Data

Trades 257	Longs Won 187/257 72%	Profit Factor 18.81
Profitability	Shorts Won 0/0 0%	Standard Deviation $521,071.31
Average Win $214,360.69	Best Trade (Jul 17) $5.06M	Sharpe Ratio -9.63
Average Loss -$30,443.8	Worst Trade (Mar 31) -$345,454.54	Z-Score 4.68 (100%)
Commissions $0	Avg. Trade Length 10m 1w 6d	Expectancy $147,682.42

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%
Consecutive Losing Trades	4,785	4,306	3,828	3,349	2,871	2,392	1,914	1,435	957	478