AdviceOne Advisory Services, LLC
13F Portfolio Filings
Most recent 13F Q2 2026Location glastonbury, CTCIK 0001998980All SEC filings
Q2 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
45 | $177.02M | RTX, CARR, OTIS, TSLA | 13F-HR | Jul 9, 2026 | 000195175726000981 | ||
41 | $165.24M | RTX, CARR, OTIS, TSLA | 13F-HR | Apr 13, 2026 | 000195175726000589 | ||
39 | $169.2M | RTX, OTIS, CARR, TSLA | 13F-HR | Jan 8, 2026 | 000195175726000034 | ||
35 | $150.43M | RTX, CARR, OTIS, TSLA | 13F-HR | Nov 19, 2025 | 000195175725001450 | ||
32 | $135.5M | RTX, CARR, OTIS, TSLA | 13F-HR | Jul 25, 2025 | 000195175725000951 | ||
32 | $122.47M | RTX, CARR, OTIS, TSLA | 13F-HR | Jun 27, 2025 | 000195175725000569 | ||
30 | $112.69M | RTX, CARR, OTIS, TSLA | 13F-HR | Jun 27, 2025 | 000195175725000568 |