Antonelli Financial Advisors, LLC
RIA/Wealth
Antonelli Financial Advisors, LLC is a RIA/Wealth based in Grosse Pointe, MI led by Suzanne Marie Antonelli, reporting $193.0M in AUM as of Q3 2025 with 67% ETF concentration, 77% concentrated in top 10 holdings, and 18% allocation to QQQ.
CEOSuzanne Marie Antonelli
- Portfolio Value
- $147.2M
- Positions
- 46
- Top Holding
- QQQ at 18.09%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Antonelli Financial Advisors, LLC's portfolio (76.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $26.6M | 18.09% | -$830.9K Sold | — 44.3K shares | |
ETF ETF | $22.6M | 15.34% | +$492.9K Bought | — 121.1K shares | |
Consumer Electronics Technology | $16.0M | 10.86% | -$325.2K Sold | 0.00% 62.8K shares | |
ETF ETF | $10.7M | 7.29% | +$15.8K Bought | — 114.9K shares | |
ETF ETF | $10.6M | 7.21% | -$296.9K Sold | — 38.0K shares | |
ETF ETF | $6.5M | 4.41% | +$822.5K Bought | — 83.5K shares | |
ETF ETF | $5.5M | 3.73% | -$92.4K Sold | — 8.2K shares | |
Banks - Diversified Financial Services | $5.2M | 3.57% | -$48.9K Sold | 0.00% 16.6K shares | |
Internet Content & Information Communication Services | $4.7M | 3.17% | +$5.9K Bought | 0.00% 6.4K shares | |
Specialty Retail Consumer Cyclical | $4.6M | 3.16% | -$289.8K Sold | 0.00% 21.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Antonelli Financial Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+14.52% | |
+2.23% | |
+1.39% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-27.83% | |
-21.3% | |
-21.24% |
Analytics
Portfolio insights and performance metrics for Antonelli Financial Advisors, LLC
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