StockDriftsStockDriftsTop 50 Antonelli Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 19.64% | 144.9K | $28.4M | +4.64%(+6.42K) | $175.13(+18.98%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 14.69% | 36.8K | $21.3M | -15.12%(-6.56K) | $498.22(+43.45%) | 2026-03-31 | |
| EFA | ISHARES TR | 10.15% | 151.2K | $14.7M | +14.80%(+19.50K) | $83.79(+23.92%) | 2026-03-31 | |
| AAPL | APPLE INC | 8.29% | 47.3K | $12.0M | -19.48%(-11.44K) | $232.26(+28.68%) | 2026-03-31 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 5.07% | 98.1K | $7.3M | +6.61%(+6.08K) | $77.38(-3.73%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.66% | 18.5K | $5.3M | +8.71%(+1.48K) | $188.34(+111.87%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 3.17% | 15.6K | $4.6M | -5.36%(-884) | $225.29(+33.28%) | 2026-03-31 | |
| EELV | INVESCO EXCH TRADED FD TR II | 2.82% | 145.4K | $4.1M | +24.44%(+28.56K) | $25.36(+13.46%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.8% | 6.2K | $4.1M | -25.45%(-2.12K) | $584.31(+27.63%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.47% | 17.2K | $3.6M | -10.94%(-2.11K) | $202.86(+33.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.38% | +34.48% |
| Top 20 Holdings Unweighted | +11.45% | +38.45% |
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