AdviceOne Advisory Services, LLC

13F Portfolio Filings

  • Most recent 13F
    Q3 2025
  • Location
    glastonbury, CT
  • CIK
    0001998980
  • All SEC filings
Q3 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

35

$150.43M
RTX, CARR, OTIS, TSLA
13F-HR
Nov 19, 2025
000195175725001450

32

$135.50M
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